odoo/addons/crm/crm_view.xml

<?xml version="1.0" encoding="utf-8"?>
<openerp>
    <data>

        <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" groups="base.group_system,base.group_sale_manager,base.group_sale_salesman"/>

        <menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
            parent="base.menu_base_config" sequence="1" groups="base.group_extended,base.group_system"/>

        <menuitem id="base.menu_sale_config_sales" name="Sales"
            parent="base.menu_base_config" sequence="0" groups="base.group_system,base.group_extended"/>

        <menuitem id="menu_crm_config_phonecall" name="Phone Call"
            parent="base.menu_base_config" sequence="5" groups="base.group_extended,base.group_system"/>

        <menuitem id="base.next_id_64" name="Reporting"
            parent="base.menu_base_partner" sequence="11" />


        <!-- Case Sections Form View -->

        <record id="crm_case_section_view_form" model="ir.ui.view">
            <field name="name">crm.case.section.form</field>
            <field name="model">crm.case.section</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Sales Team">
                    <group col="6" colspan="4">
                        <field name="name" select="1" colspan="2"/>
                        <field name="parent_id" select="2" widget="selection"/>
                        <field name="code" select="1"/>
                        <newline/>
                        <field name="user_id" select="2"/>
                        <field name="resource_calendar_id" select="2" widget="selection"/>
                        <field name="active" select="2"/>
                    </group>
                    <notebook colspan="4">
                        <page string="Sales Team">
                            <group col="2" colspan="1">
                                <separator string="Mailgateway" colspan="2"/>
                                <field name="reply_to" select="2"/>
                            </group>
                            <group col="2" colspan="1">
                                <separator string="Configuration" colspan="2"/>
                                <field name="allow_unlink" select="2"/>
                                <field name="change_responsible"/>
                            </group>
                            <separator string="Team Members" colspan="4"/>
                            <field name="member_ids" nolabel="1" colspan="4"/>
                        </page>
                        <page string="Notes">
                            <field name="note" select="1" colspan="4" nolabel="1"/>
                        </page>
                    </notebook>
                </form>
            </field>
        </record>

        <!-- Case Sections Tree View -->

        <record id="crm_case_section_view_tree" model="ir.ui.view">
            <field name="name">crm.case.section.tree</field>
            <field name="model">crm.case.section</field>
            <field name="type">tree</field>
            <field name="field_parent">child_ids</field>
            <field name="arch" type="xml">
                <tree string="Sales Team">
                    <field name="name" select="1"/>
                    <field name="code" select="1"/>
                    <field name="user_id" select="1"/>
                </tree>
            </field>
        </record>

        <!-- Case Sections Action -->

        <record id="crm_case_section_act" model="ir.actions.act_window">
            <field name="name">Sales Teams</field>
            <field name="res_model">crm.case.section</field>
            <field name="view_type">form</field>
            <field name="view_id" ref="crm_case_section_view_tree"/>
        </record>

        <menuitem action="crm_case_section_act"
            id="menu_crm_case_section_act" sequence="4"
            parent="base.menu_sale_config_sales" />


        <!-- CRM Stage Tree View -->

        <record model="ir.ui.view" id="crm_case_stage_tree">
            <field name="name">crm.case.stage.tree</field>
            <field name="model">crm.case.stage</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Stages">
                    <field name="sequence"/>
                    <field name="name"/>
                    <field name="probability"/>
                    <field name="section_id"/>

                </tree>
            </field>
        </record>

        <!-- CRM Stage Form View -->

        <record model="ir.ui.view" id="crm_case_stage_form">
            <field name="name">crm.case.stage.form</field>
            <field name="model">crm.case.stage</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Stage">
                    <separator string="Stage Definition" colspan="4"/>
                    <field name="name" select="1"/>
                    <field name="section_id" select="1" widget="selection"/>
                    <field name="object_id" invisible="1" />
                    <field name="sequence"/>
                    <field name="probability"/>
                    <field name="on_change"/>
                    <separator string="Requirements" colspan="4"/>
                    <field name="requirements" nolabel="1" colspan="4"/>
                </form>
            </field>
        </record>

        <!-- CRM Stage Action -->

        <record id="crm_case_stage_act" model="ir.actions.act_window">
            <field name="name">Stages</field>
            <field name="res_model">crm.case.stage</field>
            <field name="view_type">form</field>
            <field name="view_id" ref="crm_case_stage_tree"/>
        </record>

 <!-- Case Categories Form View -->

        <record id="crm_case_categ-view" model="ir.ui.view">
            <field name="name">crm.case.categ.form</field>
            <field name="model">crm.case.categ</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Case Category">
                    <field name="name" select="1"/>
                    <field name="section_id" select="1" widget="selection"/>
                    <field name="object_id"  invisible="1" />
                </form>
            </field>
        </record>

        <!-- Case Categories Tree View -->

        <record id="crm_case_categ_tree-view" model="ir.ui.view">
            <field name="name">crm.case.categ.tree</field>
            <field name="model">crm.case.categ</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Case Category">
                    <field name="name"/>
                    <field name="section_id"/>
                </tree>
            </field>
        </record>

        <!-- Resource Type of case Tree View -->

        <record model="ir.ui.view" id="crm_case_resource_type_tree">
            <field name="name">crm.case.resource.type.tree</field>
            <field name="model">crm.case.resource.type</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Resource Type">
                    <field name="name"/>
                    <field name="object_id"/>
                    <field name="section_id"/>
                </tree>
            </field>
        </record>

        <!-- Resource Type of case Form View -->

        <record model="ir.ui.view" id="crm_case_resource_type_form">
            <field name="name">crm.case.resource.type.form</field>
            <field name="model">crm.case.resource.type</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Resource Type">
                    <field name="name" select="1"/>
                    <field name="section_id" select="1" widget="selection"/>
                    <field name="object_id"  />
                </form>
            </field>
        </record>

        <!-- Resource Type of case Action -->

        <record id="crm_case_resource_type_act" model="ir.actions.act_window">
            <field name="name">Resource Type</field>
            <field name="res_model">crm.case.resource.type</field>
            <field name="view_type">form</field>
            <field name="view_id" ref="crm_case_resource_type_tree"/>
        </record>

        <record id="crm_case_section_act_tree" model="ir.actions.act_window">
            <field name="name">Cases by section</field>
            <field name="res_model">crm.case.section</field>
            <field name="domain">[('parent_id','=',False)]</field>
            <field name="view_type">tree</field>
            <field name="view_id" ref="crm_case_section_view_tree"/>
        </record>

        <!-- Segmentation line Tree View  -->

        <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
            <field name="name">crm.segmentation.line.tree</field>
            <field name="model">crm.segmentation.line</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Partner Segmentation Lines">
                    <field name="name"/>
                    <field name="expr_name"/>
                    <field name="expr_operator"/>
                    <field name="expr_value"/>
                    <field name="operator"/>
                </tree>
            </field>
        </record>

        <!-- Segmentation line Form View  -->

        <record id="crm_segmentation_line-view" model="ir.ui.view">
            <field name="name">crm.segmentation.line.form</field>
            <field name="model">crm.segmentation.line</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Partner Segmentation Lines">
                    <field colspan="4" name="name" select="1"/>
                    <group col="2" colspan="4">
                        <field name="expr_name"/>
                        <field name="expr_operator"/>
                        <field name="expr_value"/>
                    </group>
                    <newline/>
                    <field name="operator"/>
                </form>
            </field>
        </record>

        <!-- CRM Segmentation  Form View  -->

        <record id="crm_segmentation-view" model="ir.ui.view">
            <field name="name">crm.segmentation.form</field>
            <field name="model">crm.segmentation</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Partner Segmentation">
                    <group col="6" colspan="4">
                        <field name="name" select="1"/>
                        <field name="categ_id"/>
                        <field name="exclusif"/>
                    </group>
                    <notebook colspan="4">
                        <page string="Sales Purchase">
                            <field name="sales_purchase_active"/>
                            <separator colspan="4" string="State of Mind Computation"/>
                            <field name="som_interval"/>
                            <field name="som_interval_max"/>
                            <field name="som_interval_decrease"/>
                            <field name="som_interval_default"/>
                            <separator colspan="4" string="Segmentation Test"/>
                            <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
                        </page>
                        <page string="Description">
                               <field colspan="4" name="description" nolabel="1"/>
                           </page>
                    </notebook>
                    <field name="state"/>
                    <group col="3" colspan="2">
                        <button name="process_start"
                            states="not running"
                            string="Compute Segmentation" type="object"
                            icon="gtk-execute" />
                        <button name="process_stop" states="running"
                            string="Stop Process" type="object"
                            icon="gtk-cancel" />
                        <button name="process_continue" states="running"
                            string="Continue Process" type="object"
                            icon="gtk-go-forward" />
                    </group>
                </form>
            </field>
        </record>

        <!-- CRM Segmentation  Tree View  -->

        <record id="crm_segmentation_tree-view" model="ir.ui.view">
            <field name="name">crm.segmentation.tree</field>
            <field name="model">crm.segmentation</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Partner Segmentations">
                    <field name="name"/>
                    <field name="description"/>
                    <field name="categ_id"/>
                </tree>
            </field>
        </record>

        <record id="crm_segmentation-act" model="ir.actions.act_window">
            <field name="name">Segmentation</field>
            <field name="res_model">crm.segmentation</field>
            <field name="view_type">form</field>
            <field name="view_id" ref="crm_segmentation-view"/>
        </record>

        <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
            <field name="name">Partners Segmentation</field>
            <field name="res_model">crm.segmentation</field>
            <field name="view_type">form</field>
            <field name="view_mode">tree,form</field>
        </record>

       <menuitem action="crm_segmentation_tree-act"
            id="menu_crm_segmentation-act"
            groups="base.group_extended" sequence="2"
            parent="base.menu_base_action_rule" />

        <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
            <field name="name">view.users.form.crm.modif.inherited1</field>
            <field name="model">res.users</field>
            <field name="inherit_id" ref="base.view_users_form_simple_modif" />
            <field name="type">form</field>
            <field name="arch" type="xml">
                <page string="Current Activity" position="inside">
                    <field name="context_section_id" completion="1"
                        widget="selection"
                        context="{'user_prefence':True}"
                        readonly="0"/>
                </page>
            </field>
        </record>

        <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
                <field name="name">view.users.form.crm.modif.inherited2</field>
                <field name="model">res.users</field>
                <field name="type">form</field>
                <field name="inherit_id" ref="base.view_users_form"/>
                <field eval="18" name="priority"/>
                <field name="arch" type="xml">
                    <field name="password" position="after">
                        <field name="context_section_id" completion="1" widget="selection"/>
                    </field>
                </field>
        </record>

        <!-- Inherit View From Partner  -->

        <record id="view_partners_form_crm1" model="ir.ui.view">
                <field name="name">view.res.partner.form.crm.inherited1</field>
                <field name="model">res.partner</field>
                <field name="type">form</field>
                <field name="inherit_id" ref="base.view_partner_form"/>
                <field eval="18" name="priority"/>
                <field name="arch" type="xml">
                    <field name="parent_id" position="after">
                        <field name="section_id" completion="1" widget="selection"
                            groups="base.group_extended"/>
                    </field>
                </field>
        </record>

        <record id="view_partners_tree_crm2" model="ir.ui.view">
                <field name="name">view.res.partner.tree.crm.inherited2</field>
                <field name="model">res.partner</field>
                <field name="type">tree</field>
                <field name="inherit_id" ref="base.view_partner_tree"/>
                <field eval="18" name="priority"/>
                <field name="arch" type="xml">
                    <field name="country" position="after">
                        <field name="section_id" completion="1" widget="selection"
                            groups="base.group_extended"/>
                    </field>
                </field>
        </record>

        <record id="view_partners_form_crm3" model="ir.ui.view">
                <field name="name">view.res.partner.search.crm.inherited3</field>
                <field name="model">res.partner</field>
                <field name="type">search</field>
                <field name="inherit_id" ref="base.view_res_partner_filter"/>
                <field eval="18" name="priority"/>
                <field name="arch" type="xml">
                    <field name="category_id" position="after">
                        <field name="section_id" completion="1" widget="selection"
                            groups="base.group_extended"/>
                    </field>
                </field>
        </record>


        <!-- Custom Case Sections -->
        <record id="crm_case_section_custom_view_form" model="ir.ui.view">
            <field name="name">crm.case.section.custom.form</field>
            <field name="model">crm.case.section.custom</field>
            <field name="type">form</field>
            <field name="arch" type="xml">
                <form string="Custom Case Section">
                    <group col="6" colspan="4">
                        <field name="name" select="1" colspan="2"/>
                        <field name="parent_id" select="2" widget="selection"/>
                        <field name="code" select="1"/>
                        <newline/>
                        <field name="user_id" select="2"/>
                        <field name="active" select="2"/>
                    </group>
                    <notebook colspan="4">
                        <page string="Information">
                            <group col="2" colspan="1">
                                <separator string="Mailgateway" colspan="2"/>
                                <field name="reply_to" select="2"/>
                            </group>
                            <group col="2" colspan="1">
                                <separator string="Configuration" colspan="2"/>
                                <field name="allow_unlink" select="2"/>
                            </group>
                        </page>
                        <page string="Notes">
                            <field name="note" select="1" colspan="4" nolabel="1"/>
                        </page>
                    </notebook>
                </form>
            </field>
        </record>
        <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
            <field name="name">crm.case.section.custom.tree</field>
            <field name="model">crm.case.section.custom</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree string="Custom Case Section">
                    <field name="name" select="1"/>
                    <field name="code" select="1"/>
                    <field name="user_id" select="1"/>
                </tree>
            </field>
        </record>

        <!-- Custom crm case-->

        <record id="crm_case_custom_tree_view" model="ir.ui.view">
            <field name="name">Custom Cases - Tree</field>
            <field name="model">crm.case.custom</field>
            <field name="type">tree</field>
            <field name="arch" type="xml">
                <tree colors="red:date_deadline&lt;current_date and state=='open'" string="Custom Cases">
                    <field name="id"/>
                    <field name="date"/>
                    <field name="date_deadline"/>
                    <field name="name"/>
                    <field name="partner_id"/>
                    <field name="user_id"/>
                    <field name="priority"/>
                    <field name="state"/>
                    <field name="create_date" invisible="1"/>
                </tree>
            </field>
        </record>

        <record id="crm_case_custom_form_view" model="ir.ui.view">
            <field name="name">Custom Cases - Form</field>
            <field name="model">crm.case.custom</field>
            <field name="type">form</field>
            <field name="priority" eval="1"/>
            <field name="arch" type="xml">
                <form string="Custom Cases">
                    <group colspan="4" col="6">
                        <field name="name" select="1"/>
                        <field name="section_id" widget="selection"/>
                        <field name="user_id" select="1"/>
                        <field name="priority"/>
                        <field name="date" select="1"/>
                        <field name="date_deadline" select="2"/>
                    </group>
                    <notebook colspan="4">
                        <page string="General">
                            <group col="4" colspan="4">
                                <separator string="Communication" colspan="4"/>
                                <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
                                <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
                                <newline/>
                                <field name="email_from" select="2"/>
                            </group>

                            <separator string="Notes" colspan="4"/>
                            <field colspan="4" name="description" nolabel="1" select="2"/>

                            <separator colspan="4"/>
                            <group col="8" colspan="4">
                                <field name="state"/>
                                <button name="case_open" string="Open"
                                    states="draft,pending" type="object"
                                    icon="gtk-go-forward" />
                                <button name="case_close" string="Close"
                                    states="open,draft,pending" type="object"
                                    icon="gtk-close" />
                                <button name="case_pending" string="Pending"
                                    states="draft,open" type="object"
                                    icon="gtk-media-pause" />
                                <button name="case_cancel" string="Cancel"
                                    states="draft,open,pending" type="object"
                                    icon="gtk-cancel" />
                                <button name="case_reset"
                                    string="Reset to Draft" states="done,cancel"
                                    type="object" icon="gtk-convert" />
                            </group>
                        </page>
                        <page string="Extra Info">
                            <separator colspan="4" string="Dates"/>
                            <field name="create_date"/>
                            <field name="date_closed"/>
                            <field name="date_action_last"/>
                            <field name="date_action_next"/>
                            <separator colspan="4" string="Others"/>
                            <field name="id" select="1"/>
                            <field name="active" select="2"/>
                            <separator colspan="4" string="References"/>
                            <field colspan="4" name="ref"/>
                        </page>
                        <page string="Emails" groups="base.group_extended">
                           <group colspan="4">
                               <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
                           </group>
                            <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
		                        <tree string="Communication history">
		                            <field name="display_text" string="History Information"/>
		                            <field name="history" invisible="1"/>
		                            <button
		                                string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
		                                name="%(crm.action_crm_send_mail)d"
		                                context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
		                                icon="terp-mail-replied" type="action" />
		                        </tree>
		                        <form string="Communication history">
		                            <group col="4" colspan="4">
		                                <field name="email_from"/>
		                                <field name="date"/>
		                                <field name="email_to" widget="char" size="512"/>
		                                <field name="email_cc" widget="char" size="512"/>
		                                <field name="name" colspan="4" widget="char" size="512"/>
		                                <field name="history" invisible="1"/>
		                            </group>
		                            <notebook colspan="4">
		                                <page string="Details">
		                                    <group attrs="{'invisible': [('history', '!=', True)]}">
		                                        <field name="description" colspan="4" nolabel="1" height="250"/>
		                                        <button colspan="4"
		                                            string="Reply"
		                                            name="%(crm.action_crm_send_mail)d"
		                                            context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
		                                            icon="terp-mail-replied" type="action" />
		                                    </group>
		                                    <group attrs="{'invisible': [('history', '=', True)]}">
                                                <field name="display_text" colspan="4" nolabel="1" height="250"/>
                                            </group>
		                                </page>
		                                <page string="Attachments">
		                                    <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
		                                </page>
		                            </notebook>
		                        </form>
		                    </field>
		                    <button string="Add New Note"
                                name="%(crm.action_crm_add_note)d"
                                context="{'model': 'crm.lead' }"
                                icon="terp-document-new" type="action" />
                            <button string="Send New Email"
                                name="%(crm.action_crm_send_mail)d"
                                context="{'mail':'new', 'model': 'crm.case.custom'}"
                                icon="terp-mail-message-new" type="action" />
                         </page>
                    </notebook>
                </form>
            </field>
        </record>

        <record model="ir.ui.view" id="crm_case_custom_calendar_view">
            <field name="name">Custom Cases - Calendar</field>
            <field name="model">crm.case.custom</field>
            <field name="type">calendar</field>
            <field name="priority" eval="2"/>
            <field name="arch" type="xml">
                <calendar string="Cases"
                    date_start="date" color="user_id">
                    <field name="name" />
                    <field name="partner_id" />
                </calendar>
            </field>
        </record>

      <!-- Custom Cases Search View -->

    <record id="crm_case_custom_search_view" model="ir.ui.view">
        <field name="name">Custom Cases - Search</field>
        <field name="model">crm.case.custom</field>
        <field name="type">search</field>
        <field name="arch" type="xml">
            <search string="Search Cases">
                <filter icon="terp-check"
                    string="Current"
                    default="1" name="current"
                    domain="[('state','in',('draft','open'))]"/>
                <filter icon="terp-camera_test"
                    string="Open"
                    domain="[('state','=','open')]"/>
                <filter icon="terp-gtk-media-pause"
                    string="Pending"
                    domain="[('state','=','pending')]"/>

                <separator orientation="vertical"/>
                <filter icon="terp-go-today" string="Today"
                    domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
                    help="Todays' Cases" />
                <filter icon="terp-go-week" string="7 Days"
                    help="Cases creating during last 7 days"
                    domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
                />
                <separator orientation="vertical"/>
                <field name="name"/>
                <field name="user_id">
                    <filter icon="terp-personal-"
                        domain="[('user_id','=', False)]"
                        help="Unassigned Cases" />
                </field>
                <newline/>
                <group  expand="0" string="Extended options..." groups="base.group_extended">
                      <field name="create_date" string="Creation Date"/>
                      <field name="date_closed"/>
                </group>
                <newline/>
                <group expand="0" string="Group By...">
                    <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
                    <filter string="Priority" icon="terp-rating-rated"
                            domain="[]" context="{'group_by':'priority'}" />
                    <separator orientation="vertical"/>
                    <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
                    <separator orientation="vertical"/>
                    <filter string="Creation" icon="terp-go-month"
                        domain="[]" context="{'group_by':'create_date'}" />
                </group>
           </search>
        </field>
    </record>
    </data>
</openerp>