2008-07-01 15:58:58 +00:00
|
|
|
<?xml version="1.0" encoding="utf-8"?>
|
2008-09-10 17:56:00 +00:00
|
|
|
<openerp>
|
2008-06-29 08:26:07 +00:00
|
|
|
<data>
|
2010-01-17 05:57:34 +00:00
|
|
|
<menuitem id="menu_crm_configuration" name="Cases" parent="base.menu_base_config" sequence="0"/>
|
2010-01-08 11:05:05 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Sections Form View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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="Case Section">
|
2008-06-29 08:26:07 +00:00
|
|
|
<notebook>
|
2008-07-01 15:58:58 +00:00
|
|
|
<page string="Case section">
|
|
|
|
<field name="name" select="1"/>
|
|
|
|
<field name="code" select="1"/>
|
|
|
|
<field name="user_id" select="2"/>
|
2010-01-09 14:30:02 +00:00
|
|
|
<field name="active" select="2"/>
|
2009-10-22 13:40:16 +00:00
|
|
|
<field name="parent_id" select="2" widget="selection"/>
|
2010-01-09 14:30:02 +00:00
|
|
|
<field name="allow_unlink" select="2"/>
|
|
|
|
<field name="reply_to" select="2"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</page>
|
|
|
|
</notebook>
|
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- Case Sections Tree View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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="Case Section">
|
|
|
|
<field name="name" select="1"/>
|
|
|
|
<field name="code" select="1"/>
|
|
|
|
<field name="user_id" select="1"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- Case Sections Action -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_section_act" model="ir.actions.act_window">
|
|
|
|
<field name="name">Sections</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"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2010-01-18 14:09:26 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- CRM Stage Tree View -->
|
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<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"/>
|
2010-02-23 10:35:15 +00:00
|
|
|
<field name="probability"/>
|
2010-02-01 08:21:18 +00:00
|
|
|
<field name="section_id"/>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- CRM Stage Form View -->
|
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<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">
|
2010-03-17 06:21:16 +00:00
|
|
|
<separator string="Stage Definition" colspan="4"/>
|
2010-02-01 08:21:18 +00:00
|
|
|
<field name="name" select="1"/>
|
|
|
|
<field name="section_id" select="1" widget="selection"/>
|
|
|
|
<field name="object_id" invisible="1" />
|
|
|
|
<field name="sequence"/>
|
2010-02-23 10:35:15 +00:00
|
|
|
<field name="probability"/>
|
2010-02-25 06:55:42 +00:00
|
|
|
<field name="on_change"/>
|
2010-03-17 06:21:16 +00:00
|
|
|
<separator string="Requirements" colspan="4"/>
|
|
|
|
<field name="requirements" nolabel="1" colspan="4"/>
|
2010-02-01 08:21:18 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- CRM Stage Action -->
|
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<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>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
|
2010-03-05 12:04:55 +00:00
|
|
|
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Categories Form View -->
|
|
|
|
|
2010-01-18 14:09:26 +00:00
|
|
|
<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"/>
|
2010-03-18 08:46:13 +00:00
|
|
|
<field name="object_id" invisible="1" />
|
2010-01-18 14:09:26 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- Case Categories Tree View -->
|
|
|
|
|
2010-01-18 14:09:26 +00:00
|
|
|
<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"/>
|
2010-03-18 08:46:13 +00:00
|
|
|
<field name="section_id"/>
|
2010-01-18 14:09:26 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Categories Action -->
|
|
|
|
|
2010-01-18 14:09:26 +00:00
|
|
|
<record id="crm_case_categ-act" model="ir.actions.act_window">
|
|
|
|
<field name="name">Categories</field>
|
|
|
|
<field name="res_model">crm.case.categ</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_id" ref="crm_case_categ_tree-view"/>
|
|
|
|
</record>
|
2010-02-01 08:21:18 +00:00
|
|
|
<menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
|
2010-02-02 06:39:40 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<menuitem action="crm_case_section_act"
|
|
|
|
id="menu_crm_case_section_act"
|
|
|
|
parent="crm.menu_crm_configuration" />
|
|
|
|
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Resource Type of case Tree View -->
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-05 12:04:55 +00:00
|
|
|
<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>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- Resource Type of case Form View -->
|
|
|
|
|
2010-03-05 12:43:16 +00:00
|
|
|
<record model="ir.ui.view" id="crm_case_resource_type_form">
|
|
|
|
<field name="name">crm.case.resource.type.form</field>
|
2010-03-05 12:04:55 +00:00
|
|
|
<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>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Resource Type of case Action -->
|
|
|
|
|
2010-03-05 12:04:55 +00:00
|
|
|
<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>
|
2010-03-22 10:40:26 +00:00
|
|
|
<menuitem id="menu_crm_case_resource_type" name="Resource Type"
|
|
|
|
parent="crm.menu_crm_configuration" />
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Cases Tree View -->
|
2010-01-13 09:37:24 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_log_tree-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.log.tree</field>
|
|
|
|
<field name="model">crm.case.log</field>
|
|
|
|
<field name="type">tree</field>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<tree string="Case logs">
|
|
|
|
<field name="date"/>
|
|
|
|
<field name="name"/>
|
|
|
|
<field name="user_id"/>
|
2008-10-31 14:09:59 +00:00
|
|
|
<field name="section_id"/>
|
2010-03-31 03:54:57 +00:00
|
|
|
<!--
|
|
|
|
<field name="som"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="canal_id"/>
|
2010-03-31 03:54:57 +00:00
|
|
|
-->
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!--Case History Tree View -->
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_history_tree-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.history.tree</field>
|
|
|
|
<field name="model">crm.case.history</field>
|
|
|
|
<field name="type">tree</field>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<tree string="Case History">
|
|
|
|
<field name="date"/>
|
|
|
|
<field name="name"/>
|
|
|
|
<field name="user_id"/>
|
2010-03-31 03:54:57 +00:00
|
|
|
<!--
|
|
|
|
<field name="som"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="canal_id"/>
|
2010-03-31 03:54:57 +00:00
|
|
|
-->
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Calendar View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_calendar-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.calendar</field>
|
|
|
|
<field name="model">crm.case</field>
|
|
|
|
<field name="type">calendar</field>
|
|
|
|
<field name="arch" type="xml">
|
2010-03-22 10:40:26 +00:00
|
|
|
<calendar color="user_id" date_start="create_date"
|
|
|
|
date_stop="date_deadline" day_length="12"
|
|
|
|
string="Cases">
|
|
|
|
<field name="name" />
|
|
|
|
<field name="partner_id" />
|
|
|
|
<field name="state" />
|
2008-06-29 08:26:07 +00:00
|
|
|
</calendar>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Tree View -->
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_tree-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.tree</field>
|
|
|
|
<field name="model">crm.case</field>
|
|
|
|
<field name="type">tree</field>
|
|
|
|
<field name="arch" type="xml">
|
2009-12-23 11:43:11 +00:00
|
|
|
<tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
|
2008-12-04 07:38:03 +00:00
|
|
|
<field name="id"/>
|
2009-10-28 09:56:48 +00:00
|
|
|
<field name="section_id"/>
|
2010-02-19 17:15:16 +00:00
|
|
|
<field name="create_date"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="date_deadline"/>
|
|
|
|
<field name="name"/>
|
|
|
|
<field name="partner_id"/>
|
|
|
|
<field name="user_id"/>
|
|
|
|
<field name="state"/>
|
2010-03-22 10:40:26 +00:00
|
|
|
<button name="case_close"
|
|
|
|
states="open,draft,pending" string="Close"
|
|
|
|
type="object" icon="gtk-close" />
|
|
|
|
<button name="case_open" states="draft,pending"
|
|
|
|
string="Open" type="object" icon="gtk-go-forward" />
|
|
|
|
<button name="case_cancel"
|
|
|
|
states="draft,open,pending" string="Cancel"
|
|
|
|
type="object" icon="gtk-cancel" />
|
|
|
|
<button name="case_pending" states="draft,open"
|
|
|
|
string="Pending" type="object"
|
|
|
|
icon="gtk-media-pause" />
|
|
|
|
<button name="case_escalate"
|
|
|
|
states="open,draft,pending" string="Escalate"
|
|
|
|
type="object" icon="gtk-go-up" />
|
|
|
|
<button name="case_reset" states="done,cancel"
|
|
|
|
string="Reset to Draft" type="object"
|
|
|
|
icon="gtk-convert" />
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Form View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.form</field>
|
|
|
|
<field name="model">crm.case</field>
|
|
|
|
<field name="type">form</field>
|
2009-11-20 15:21:57 +00:00
|
|
|
<field name="priority" eval="1"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="arch" type="xml">
|
|
|
|
<form string="Cases">
|
2009-01-26 18:10:51 +00:00
|
|
|
<field colspan="4" name="name" select="1"/>
|
2009-10-22 13:40:16 +00:00
|
|
|
<field colspan="2" name="section_id" widget="selection"/>
|
2010-02-19 17:15:16 +00:00
|
|
|
<field name="create_date" select="1"/>
|
2009-01-26 18:10:51 +00:00
|
|
|
<field name="date_deadline" select="2"/>
|
2009-01-28 11:46:33 +00:00
|
|
|
<newline />
|
|
|
|
<notebook colspan="4">
|
2008-07-01 15:58:58 +00:00
|
|
|
<page string="General">
|
2010-02-01 08:21:18 +00:00
|
|
|
<group col="8" colspan="4">
|
2010-03-22 10:40:26 +00:00
|
|
|
<field colspan="4" name="partner_id"
|
|
|
|
on_change="onchange_partner_id(partner_id, email_from)"
|
|
|
|
select="1" />
|
|
|
|
<field colspan="3"
|
|
|
|
name="partner_address_id"
|
|
|
|
on_change="onchange_partner_address_id(partner_address_id, email_from)"
|
|
|
|
select="2" />
|
|
|
|
<newline />
|
|
|
|
<field colspan="3" name="email_from"
|
|
|
|
select="2" />
|
|
|
|
<button name="remind_partner"
|
|
|
|
states="open,pending"
|
|
|
|
string="Send Reminder" type="object"
|
|
|
|
icon="gtk-go-forward" />
|
|
|
|
<field name="user_id" select="1" />
|
|
|
|
<button name="remind_user"
|
|
|
|
states="open,pending"
|
|
|
|
string="Send Reminder" type="object"
|
|
|
|
icon="gtk-go-forward" />
|
2010-02-01 08:21:18 +00:00
|
|
|
</group>
|
2009-09-24 10:46:21 +00:00
|
|
|
<separator colspan="4" string="Description"/>
|
|
|
|
<field name="description" colspan="4" nolabel="1"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<separator colspan="4"/>
|
|
|
|
<group col="8" colspan="4">
|
|
|
|
<field name="state" select="1"/>
|
2010-03-22 10:40:26 +00:00
|
|
|
<button name="case_close"
|
|
|
|
states="open,draft,pending"
|
|
|
|
string="Close" type="object"
|
|
|
|
icon="gtk-close" />
|
|
|
|
<button name="case_open"
|
|
|
|
states="draft,pending" string="Open"
|
|
|
|
type="object" icon="gtk-go-forward" />
|
|
|
|
<button name="case_cancel"
|
|
|
|
states="draft,open,pending"
|
|
|
|
string="Cancel" type="object"
|
|
|
|
icon="gtk-cancel" />
|
|
|
|
<button name="case_pending"
|
|
|
|
states="draft,open" string="Pending"
|
|
|
|
type="object" icon="gtk-media-pause" />
|
|
|
|
<button name="case_escalate"
|
|
|
|
states="open,draft,pending"
|
|
|
|
string="Escalate" type="object"
|
|
|
|
icon="gtk-go-up" />
|
|
|
|
<button name="case_reset"
|
|
|
|
states="done,cancel"
|
|
|
|
string="Reset to Draft" type="object"
|
|
|
|
icon="gtk-convert" />
|
2008-06-29 08:26:07 +00:00
|
|
|
</group>
|
|
|
|
</page>
|
2010-02-08 08:44:04 +00:00
|
|
|
<page string="History" groups="base.group_extended">
|
2008-12-04 07:38:03 +00:00
|
|
|
<field name="id" select="1"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="active" select="2"/>
|
|
|
|
<separator colspan="4" string="Dates"/>
|
2008-12-04 07:38:03 +00:00
|
|
|
<field name="create_date"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field colspan="4" name="log_ids" nolabel="1">
|
|
|
|
<form string="Actions">
|
|
|
|
<separator colspan="4" string="Action Information"/>
|
|
|
|
<field colspan="4" name="name"/>
|
|
|
|
<field name="date" select="2"/>
|
2010-03-30 10:40:29 +00:00
|
|
|
<field name="user_id" select="2"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</page>
|
2010-02-08 08:44:04 +00:00
|
|
|
<page string="Emails" groups="base.group_extended">
|
2009-09-24 10:46:21 +00:00
|
|
|
<group colspan="4">
|
|
|
|
<field colspan="4" name="email_cc" string="CC"/>
|
|
|
|
</group>
|
|
|
|
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
|
|
|
|
<form string="Communication history">
|
2009-10-29 06:16:57 +00:00
|
|
|
<group col="7" colspan="4">
|
2009-09-24 10:46:21 +00:00
|
|
|
<field name="date"/>
|
2010-03-30 10:40:29 +00:00
|
|
|
<field name="email_to"/>
|
|
|
|
<field name="email_from"/>
|
2009-10-29 06:16:57 +00:00
|
|
|
<button
|
2009-10-29 11:27:13 +00:00
|
|
|
string="Add a CC"
|
2010-02-01 08:21:18 +00:00
|
|
|
name="%(crm.action_view_crm_email_add_cc_wizard)d"
|
|
|
|
icon="gtk-add" type="action"/>
|
2009-09-24 10:46:21 +00:00
|
|
|
</group>
|
|
|
|
<newline/>
|
|
|
|
<field name="description" colspan="4" nolabel="1"/>
|
2010-03-18 13:54:30 +00:00
|
|
|
<button colspan="4"
|
|
|
|
string="Reply to Last Email"
|
2010-03-30 14:49:13 +00:00
|
|
|
name="%(action_crm_send_mail)d"
|
2010-03-18 13:54:30 +00:00
|
|
|
context="{'mail':'reply', 'model': 'crm.case'}"
|
|
|
|
icon="gtk-undo" type="action" />
|
2009-09-24 10:46:21 +00:00
|
|
|
</form>
|
|
|
|
<tree string="Communication history">
|
|
|
|
<field name="description"/>
|
2010-03-30 10:40:29 +00:00
|
|
|
<field name="email_to"/>
|
2009-09-24 10:46:21 +00:00
|
|
|
<field name="date"/>
|
|
|
|
</tree>
|
|
|
|
</field>
|
2010-03-18 13:54:30 +00:00
|
|
|
<button colspan="4" string="Send New Email"
|
2010-03-19 11:15:35 +00:00
|
|
|
name="%(action_crm_send_mail)d"
|
2010-03-18 13:54:30 +00:00
|
|
|
context="{'mail':'new', 'model': 'crm.case'}"
|
|
|
|
icon="gtk-go-forward" type="action" />
|
2009-12-01 07:17:53 +00:00
|
|
|
</page>
|
2008-06-29 08:26:07 +00:00
|
|
|
</notebook>
|
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Case Search View -->
|
|
|
|
|
2009-09-24 10:46:21 +00:00
|
|
|
<record id="view_crm_case_filter" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.select</field>
|
|
|
|
<field name="model">crm.case</field>
|
|
|
|
<field name="type">search</field>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<search string="Search Case">
|
2010-03-22 10:40:26 +00:00
|
|
|
<group col='6' colspan='4'>
|
|
|
|
<filter icon="terp-partner" string="My Cases"
|
|
|
|
domain="[('user_id','=',uid)]" separator="1"
|
|
|
|
default="1" help="Cases Related to Current User" />
|
|
|
|
<field name="state" select="1">
|
|
|
|
<filter icon="gtk-new"
|
|
|
|
domain="[('state','in',('draft', 'open'))]"
|
|
|
|
help="Current Cases" />
|
|
|
|
<filter icon="gtk-yes"
|
|
|
|
domain="[('state','=','open')]" help="Open Cases" />
|
|
|
|
<filter icon="gtk-media-pause"
|
|
|
|
domain="[('state','=','pending')]"
|
|
|
|
help="Pending Cases" />
|
|
|
|
</field>
|
|
|
|
<separator orientation="vertical" />
|
|
|
|
<field name="name" select='1' />
|
|
|
|
<field name="user_id" select="1"
|
|
|
|
widget="selection" />
|
|
|
|
</group>
|
|
|
|
<field name="section_id"
|
|
|
|
default="context.get('section_id', False)" select="1"
|
|
|
|
widget="selection" string="Section" />
|
|
|
|
</search>
|
2009-09-24 10:46:21 +00:00
|
|
|
</field>
|
|
|
|
</record>
|
2010-02-02 06:39:40 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_categ0-act" model="ir.actions.act_window">
|
2009-12-09 13:38:11 +00:00
|
|
|
<field name="name">Cases</field>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="res_model">crm.case</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_id" ref="crm_case_tree-view"/>
|
2009-12-01 07:17:53 +00:00
|
|
|
<field name="search_view_id" ref="view_crm_case_filter"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_categ0-act_open" model="ir.actions.act_window">
|
|
|
|
<field name="name">Open Cases</field>
|
|
|
|
<field name="res_model">crm.case</field>
|
|
|
|
<field name="view_type">form</field>
|
2010-03-22 10:40:26 +00:00
|
|
|
<field name="domain">
|
|
|
|
[('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
|
|
|
|
</field>
|
2009-12-01 07:17:53 +00:00
|
|
|
<field name="search_view_id" ref="view_crm_case_filter"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_section_open_act" model="ir.actions.act_window">
|
2009-11-11 06:57:46 +00:00
|
|
|
<field name="name">Cases</field>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="res_model">crm.case</field>
|
|
|
|
<field name="domain">[('section_id','child_of',[active_id])]</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_mode">tree,form,calendar</field>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="ir_open_section_case" model="ir.values">
|
|
|
|
<field eval="'tree_but_open'" name="key2"/>
|
|
|
|
<field eval="'crm.case.section'" name="model"/>
|
|
|
|
<field name="name">Open Cases</field>
|
|
|
|
<field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
|
|
|
|
<field eval="True" name="object"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!--Case History Form View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_history-view" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.history.form</field>
|
|
|
|
<field name="model">crm.case.history</field>
|
|
|
|
<field name="type">form</field>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<form string="Cases">
|
|
|
|
<separator colspan="4" string="Case Description"/>
|
|
|
|
<field colspan="4" name="name" select="1"/>
|
|
|
|
<field name="date" select="1"/>
|
|
|
|
<field name="user_id" select="1"/>
|
2010-01-13 15:42:07 +00:00
|
|
|
<field name="model_id" select="2"/>
|
|
|
|
<field name="res_id" select="2"/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="som" select="2"/>
|
|
|
|
<field name="canal_id" select="2"/>
|
|
|
|
<field colspan="4" name="description" select="2"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!--Case History Search View -->
|
|
|
|
|
2009-12-12 13:43:06 +00:00
|
|
|
<record id="crm_case_history_search" model="ir.ui.view">
|
|
|
|
<field name="name">crm.case.history.select</field>
|
|
|
|
<field name="model">crm.case.history</field>
|
|
|
|
<field name="type">search</field>
|
|
|
|
<field name="arch" type="xml">
|
2010-02-01 08:21:18 +00:00
|
|
|
<search string="Search Histories">
|
2010-03-22 10:40:26 +00:00
|
|
|
<filter icon="terp-crm" string="My Histories"
|
|
|
|
domain="[('user_id','=',uid)]"
|
|
|
|
help="My Histories" />
|
2010-02-01 08:21:18 +00:00
|
|
|
<separator orientation="vertical"/>
|
2010-01-05 11:26:59 +00:00
|
|
|
<group col="6" colspan="2">
|
2010-02-01 08:21:18 +00:00
|
|
|
<field name="date" select="1"/>
|
2010-02-02 06:39:40 +00:00
|
|
|
<field name="user_id" select="1" widget="selection"/>
|
2010-03-22 10:40:26 +00:00
|
|
|
<field name="section_id"
|
|
|
|
default="context.get('section_id', False)"
|
|
|
|
select="1" widget="selection" string="Section" />
|
|
|
|
</group>
|
2009-12-12 13:43:06 +00:00
|
|
|
</search>
|
2010-02-01 08:21:18 +00:00
|
|
|
</field>
|
|
|
|
</record>
|
2009-12-23 11:43:11 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!--Case History Action -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_case_history-act" model="ir.actions.act_window">
|
2009-12-12 13:43:06 +00:00
|
|
|
<field name="name">Histories</field>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="res_model">crm.case.history</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_mode">tree,form</field>
|
|
|
|
<field name="view_id" ref="crm_case_history_tree-view"/>
|
2009-12-12 13:43:06 +00:00
|
|
|
<field name="search_view_id" ref="crm_case_history_search"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- Segmentation line Tree View -->
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Segmentation line Form View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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" select="2"/>
|
|
|
|
<field name="expr_operator" select="2"/>
|
|
|
|
<field name="expr_value" select="2"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</group>
|
|
|
|
<newline/>
|
2008-07-01 15:58:58 +00:00
|
|
|
<field name="operator"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- CRM Segmentation Form View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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">
|
2009-12-01 07:17:53 +00:00
|
|
|
<form string="Partner Segmentation">
|
2010-02-05 12:59:08 +00:00
|
|
|
<group col="6" colspan="4">
|
|
|
|
<field name="name" select="1"/>
|
|
|
|
<field name="categ_id" select="2"/>
|
|
|
|
<field name="exclusif"/>
|
|
|
|
</group>
|
2009-09-24 10:46:21 +00:00
|
|
|
<notebook colspan="4">
|
2008-07-01 15:58:58 +00:00
|
|
|
<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"/>
|
2010-02-05 12:59:08 +00:00
|
|
|
<field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</page>
|
2010-02-05 12:59:08 +00:00
|
|
|
<page string="Description">
|
|
|
|
<field colspan="4" name="description" select="2" nolabel="1"/>
|
|
|
|
</page>
|
2008-06-29 08:26:07 +00:00
|
|
|
</notebook>
|
2010-02-05 12:59:08 +00:00
|
|
|
<field name="state"/>
|
|
|
|
<group col="3" colspan="2">
|
2010-03-22 10:40:26 +00:00
|
|
|
<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" />
|
2010-02-05 12:59:08 +00:00
|
|
|
</group>
|
2008-06-29 08:26:07 +00:00
|
|
|
</form>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
|
|
<!-- CRM Segmentation Tree View -->
|
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<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"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</tree>
|
|
|
|
</field>
|
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_segmentation-act" model="ir.actions.act_window">
|
|
|
|
<field name="name">Segmentations</field>
|
|
|
|
<field name="res_model">crm.segmentation</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_id" ref="crm_segmentation-view"/>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2009-03-19 12:05:49 +00:00
|
|
|
|
2008-07-01 15:58:58 +00:00
|
|
|
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
|
|
|
|
<field name="name">Segmentations</field>
|
|
|
|
<field name="res_model">crm.segmentation</field>
|
|
|
|
<field name="view_type">form</field>
|
|
|
|
<field name="view_mode">tree,form</field>
|
2008-06-29 08:26:07 +00:00
|
|
|
</record>
|
2010-03-22 10:40:26 +00:00
|
|
|
<menuitem action="crm_segmentation_tree-act"
|
|
|
|
id="menu_crm_segmentation-act"
|
|
|
|
parent="crm.menu_crm_configuration" />
|
2010-01-08 11:05:05 +00:00
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
|
2010-01-08 11:05:05 +00:00
|
|
|
<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">
|
2010-02-01 08:21:18 +00:00
|
|
|
<page string="Current Activity" position="inside">
|
2010-03-22 10:40:26 +00:00
|
|
|
<field name="context_section_id" completion="1"
|
|
|
|
widget="selection"
|
|
|
|
context="{'user_prefence':True}" />
|
2010-01-08 11:05:05 +00:00
|
|
|
</page>
|
|
|
|
</field>
|
|
|
|
</record>
|
|
|
|
|
2010-02-01 08:21:18 +00:00
|
|
|
<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">
|
2010-02-09 13:48:22 +00:00
|
|
|
<field name="context_section_id" completion="1" widget="selection"/>
|
2010-02-01 08:21:18 +00:00
|
|
|
</field>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-22 10:40:26 +00:00
|
|
|
<!-- Inherit View From Partner -->
|
|
|
|
|
2010-03-05 10:40:27 +00:00
|
|
|
<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"/>
|
|
|
|
</field>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-05 10:40:27 +00:00
|
|
|
<record id="view_partners_form_crm2" model="ir.ui.view">
|
|
|
|
<field name="name">view.res.partner.form.crm.inherited2</field>
|
|
|
|
<field name="model">res.partner</field>
|
|
|
|
<field name="type">form</field>
|
|
|
|
<field name="inherit_id" ref="base.view_partner_tree"/>
|
|
|
|
<field eval="18" name="priority"/>
|
|
|
|
<field name="arch" type="xml">
|
|
|
|
<field name="lang" position="after">
|
|
|
|
<field name="section_id" completion="1" widget="selection"/>
|
|
|
|
</field>
|
|
|
|
</field>
|
|
|
|
</record>
|
2010-03-18 08:46:13 +00:00
|
|
|
|
2010-03-05 10:40:27 +00:00
|
|
|
<record id="view_partners_form_crm3" model="ir.ui.view">
|
|
|
|
<field name="name">view.res.partner.form.crm.inherited3</field>
|
|
|
|
<field name="model">res.partner</field>
|
|
|
|
<field name="type">form</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">
|
2010-03-17 14:24:01 +00:00
|
|
|
<field name="section_id" completion="1" widget="selection"/>
|
2010-03-05 10:40:27 +00:00
|
|
|
</field>
|
|
|
|
</field>
|
|
|
|
</record>
|
2008-06-29 08:26:07 +00:00
|
|
|
</data>
|
2008-09-10 17:56:00 +00:00
|
|
|
</openerp>
|