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Merged 

bzr revid: hda@tinyerp.com-20091030123540-vx1rpcfdbbm42t8b
This commit is contained in:
HDA (OpenERP) 2009-10-30 18:05:40 +05:30
parent 37980696dd b2db3e43e3
commit 63e75466e1
34 changed files with 884 additions and 2725 deletions
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4
addons/crm/__terp__.py
View File

@ -47,9 +47,9 @@ between mails and Open ERP.""",
'depends': ['base'],
'init_xml': ['crm_data.xml'],
'update_xml': [
'crm_view.xml',
'crm_report.xml',
'crm_wizard.xml',
'crm_view.xml',
'crm_report.xml',
'security/crm_security.xml',
'security/ir.model.access.csv'
],

46
addons/crm/crm.py Normal file → Executable file
View File

@ -42,8 +42,8 @@ MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancel'),
('done', 'Close'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending','Pending')
]
@ -74,7 +74,9 @@ class crm_case_section(osv.osv):
'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by Open ERP about cases in this section"),
'parent_id': fields.many2one('crm.case.section', 'Parent Section'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Sections'),
"gateway_ids" : fields.one2many("crm.email.gateway",'section_id',"Email Gateway")
"gateway_ids" : fields.one2many("crm.email.gateway",'section_id',"Email Gateway"),
'calendar' : fields.boolean('Calendar', help='Allow to show calendar'),
}
_defaults = {
'active': lambda *a: 1,
@ -1037,5 +1039,43 @@ class crm_email_history(osv.osv):
_order = 'id desc'
crm_email_history()
class crm_email_add_cc_wizard(osv.osv_memory):
_name = "crm.email.add.cc"
_description = "Email Add CC"
_columns = {
'name': fields.selection([('user','User'),('partner','Partner'),('email','Email Address')], 'Send to', required=True),
'user_id': fields.many2one('res.users',"User"),
'partner_id': fields.many2one('res.partner',"Partner"),
'email': fields.char('Email', size=32),
}
def change_email(self, cr, uid, ids, user, partner):
if (not partner and not user):
return {'value':{'email': False}}
email = False
if partner:
addr = self.pool.get('res.partner').address_get(cr, uid, [partner], ['contact'])
if addr:
email = self.pool.get('res.partner.address').read(cr, uid,addr['contact'] , ['email'])['email']
elif user:
addr = self.pool.get('res.users').read(cr, uid, user, ['address_id'])['address_id']
if addr:
email = self.pool.get('res.partner.address').read(cr, uid,addr[0] , ['email'])['email']
return {'value':{'email': email}}
def add_cc(self, cr, uid, ids, context={}):
email = self.read(cr, uid, ids[0])['email']
if not context:
return {}
history_line = self.pool.get('crm.case.history').browse(cr, uid, context['active_id'])
crm_case = self.pool.get('crm.case')
case_id = history_line.log_id.case_id.id
crm_case.write(cr, uid, case_id, {'email_cc' : email})
return {}
crm_email_add_cc_wizard()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

49
addons/crm/crm_view.xml Normal file → Executable file
View File

@ -3,6 +3,7 @@
<data>
<menuitem icon="terp-crm" id="menu_crm" name="CRM &amp; SRM"/>
<menuitem id="menu_crm_configuration" name="Configuration" parent="crm.menu_crm" sequence="0"/>
<menuitem action="wizard_case_section_menu" id="menu_wizard_case_section_menu" parent="crm.menu_crm_configuration" type="wizard"/>
<wizard id="wizard_crm_send_mail" model="crm.case.history" name="crm.send.mail" string="Send Mail" menu="False"/>
<wizard id="wizard_crm_new_send_mail" model="crm.case" name="crm.new.send.mail" string="Send New Mail" menu="False"/>
@ -37,8 +38,11 @@
<field name="active" select="2"/>
<field name="user_id" select="2"/>
<field name="parent_id" select="2" widget="selection"/>
<field name="allow_unlink" select="2"/>
<field name="reply_to" select="2"/>
<group colspan="2" >
<field name="allow_unlink" select="2"/>
<field name="calendar" select="2"/>
</group>
<field name="reply_to" select="2"/>
<field name="gateway_ids" widget="one2many_list" nolabel="1" colspan="4">
<tree string="Email Gateway" editable="bottom">
<field name="name" />
@ -234,7 +238,39 @@
<field name="view_id" ref="crm_case_rule_tree-view"/>
</record>
<menuitem action="crm_case_rule-act" id="menu_crm_case_rule-act" parent="crm.next_id_51"/>
<record id="view_crm_email_add_cc_wizard" model="ir.ui.view">
<field name="name">Add CC</field>
<field name="model">crm.email.add.cc</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Add CC">
<field name="name"/>
<separator string="Test" colspan="4"/>
<newline/>
<field name="user_id"
attrs="{ 'required' : [('name','=','user')]}"
on_change="change_email(user_id, partner_id)"
/>
<field name="partner_id"
attrs="{'required' : [('name','=','partner')]}"
on_change="change_email(user_id, partner_id)"
/>
<field name="email"/>
<button name="add_cc" string="Ok" type="object" icon="gtk-go-forward"/>
</form>
</field>
</record>
<record id="action_view_crm_email_add_cc_wizard" model="ir.actions.act_window">
<field name="name">Add CC</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">crm.email.add.cc</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
<!-- Cases -->
<record id="crm_case_log_tree-view" model="ir.ui.view">
<field name="name">crm.case.log.tree</field>
@ -380,10 +416,14 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -437,7 +477,6 @@
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="domain">[('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]</field>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<menuitem action="crm_case_categ0-act_open" id="menu_crm_case_categ0-act_open" parent="crm.menu_crm_case_categ0-act" groups="base.group_extended_menu"/>
@ -448,7 +487,6 @@
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar</field>
<field name="domain">[('user_id','=',uid)]</field>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<menuitem action="crm_case_categ0-act_my" id="menu_crm_case_categ0-act_my" parent="crm.next_id_52" groups="base.group_extended_menu"/>
@ -458,7 +496,6 @@
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar</field>
<field name="domain">[('user_id','=',uid),('state','&lt;&gt;','done'),('state','&lt;&gt;','cancel'),('state','&lt;&gt;','pending')]</field>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<menuitem action="crm_case_categ0-act_my_open" id="menu_crm_case_categ0-act_my_open" parent="crm.menu_crm_case_categ0-act_my" groups="base.group_extended_menu"/>

5
addons/crm/crm_wizard.xml
View File

@ -6,9 +6,8 @@
<wizard string="Fetch mail"
model="crm.case.section"
name="crm.case.section.fetchmail"
id="wizard_crm_case_section_fetchmail"/>
<menuitem action="wizard_case_section_menu" id="menu_wizard_case_section_menu" parent="crm.menu_crm_configuration" type="wizard"/>
id="wizard_crm_case_section_fetchmail"/>
</data>
</openerp>

39
addons/crm/wizard/wizard_crm_new_send_email.py
View File

@ -27,6 +27,7 @@ import netsvc
import ir
import pooler
import tools
import base64
from tools.translate import _
@ -39,17 +40,35 @@ email_send_form = '''<?xml version="1.0"?>
<field name="subject"/>
<newline/>
<field name="text" />
<newline/>
<field name="doc1" />
<newline/>
<field name="doc2" />
<newline/>
<field name="doc3" />
<separator colspan="4" string="State of Case"/>
<newline/>
<field name="state" />
</form>'''
email_send_fields = {
'to': {'string':"To", 'type':'char', 'size':64, 'required':True},
'cc': {'string':"CC", 'type':'char', 'size':128,},
'subject': {'string':'Subject', 'type':'char', 'size':128, 'required':True},
'text': {'string':'Message', 'type':'text_tag', 'required':True}
'text': {'string':'Message', 'type':'text_tag', 'required':True},
'state':{'string':'State', 'type':'selection', 'selection':[('done','Done'),('pending','Pending'),('unchanged','Unchanged')]},
'doc1' : {'string':"Attachment1", 'type':'binary'},
'doc2' : {'string':"Attachment2", 'type':'binary'},
'doc3' : {'string':"Attachment3", 'type':'binary'},
'state' : {'string':"Set State to", 'type':'selection', 'required' : True, 'default' :'done',\
'selection': [('unchanged','Unchanged'),('done','Done'),('pending','Pending')]},
}
# this sends an email to ALL the addresses of the selected partners.
def _mass_mail_send(self, cr, uid, data, context):
attach = filter(lambda x: x, [data['form']['doc1'], data['form']['doc2'], data['form']['doc3']])
attach = map(lambda x: x and ('Attachment'+str(attach.index(x)+1), base64.decodestring(x)), attach)
pool = pooler.get_pool(cr.dbname)
case_pool=pool.get('crm.case')
@ -62,16 +81,32 @@ def _mass_mail_send(self, cr, uid, data, context):
emails = [data['form']['to']] + (data['form']['cc'] or '').split(',')
emails = filter(None, emails)
body = data['form']['text']
if not case.user_id.address_id.email:
raise wizard.except_wizard(_('Warning!'),("Please specify user's email address"))
if case.user_id.signature:
body += '\n\n%s' % (case.user_id.signature)
tools.email_send(
flag = tools.email_send(
case.user_id.address_id.email,
emails,
data['form']['subject'],
body,
case_pool.format_body(body),
attach=attach,
reply_to=case.section_id.reply_to,
tinycrm=str(case.id)
)
if flag:
if data['form']['state'] == 'unchanged':
pass
elif data['form']['state'] == 'done':
case_pool.case_close(cr, uid, data['ids'])
elif data['form']['state'] == 'pending':
case_pool.case_pending(cr, uid, data['ids'])
cr.commit()
raise wizard.except_wizard(_('Message!'),("Email Successfully Sent..!!"))
else:
raise wizard.except_wizard(_('Warning!'),("Email is not sent Successfully"))
return {}
def _get_info(self, cr, uid, data, context):

3
addons/crm_configuration/__terp__.py
View File

@ -48,7 +48,8 @@ meetings, eso.
'crm_fund_view.xml',
'crm_claims_view.xml',
'crm_phonecall_view.xml',
'crm_report_view.xml'
'crm_report_view.xml',
'crm_helpdesk_view.xml'
],
'update_xml': ['security/ir.model.access.csv', 'process/crm_configuration_process.xml'],
'demo_xml': [],

640
addons/crm_configuration/crm_bugs_menu.xml
View File

@ -34,7 +34,7 @@
ALL BUGS
-->
<record model="ir.actions.act_window" id="crm_case_categ_act0">
<field name="name">All Bugs</field>
<field name="name">Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
@ -62,644 +62,6 @@
<field name="act_window_id" ref="crm_case_categ_act0"/>
</record>
<menuitem name="Bug Tracking" id="menu_crm_case_bug_track" parent="menu_aftersale" action="crm_case_categ_act0"/>
<menuitem id="menu_crm_case_categ_act0" action="crm_case_categ_act0" parent="menu_crm_case_bug_track"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all1">
<field name="name">Bugs Waiting Approval</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all1"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all1" action="crm_case_category_act_all1" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all2">
<field name="name">Open Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'stage_id\',\'&lt;&gt;\','+str(stage7)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all2"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all2" action="crm_case_category_act_all2" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all3">
<field name="name">Bugs With Patches Waiting Approval</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'categ_id\',\'=\','+str(categ2)+'), (\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all3"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all3" action="crm_case_category_act_all3" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all4">
<field name="name">Bugs Not Fixed</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'), (\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'categ_id\',\'=\','+str(categ1)+'), (\'stage_id\',\'&lt;&gt;\','+str(stage2)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all4">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all4"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all4" action="crm_case_category_act_all4" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all5">
<field name="name">Pending Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all5">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all5"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all5">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all5"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all5">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all5"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all5" action="crm_case_category_act_all5" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all6">
<field name="name">Planned For Future Release</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'stage_id\',\'=\','+str(stage7)+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all6">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all6"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all6">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all6"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all6">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all6"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all6" action="crm_case_category_act_all6" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all7">
<field name="name">Waiting For Reporter Response</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all7">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all7"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all7">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all7"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all7">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all7"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all7" action="crm_case_category_act_all7" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all8">
<field name="name">Old Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'&lt;&gt;\','+str(categ3)+'),(\'state\',\'&lt;&gt;\',\'draft\'),(\'state\',\'&lt;&gt;\',\'open\'),(\'state\',\'&lt;&gt;\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all8">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_all8"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all8">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_all8"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all8">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all8"/>
</record>
<menuitem id="menu_crm_case_categ0_act_all8" action="crm_case_category_act_all8" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/> <!--
MY BUGS
-->
<record model="ir.actions.act_window" id="crm_case_category_act_my0">
<field name="name">My Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my0"/>
</record>
<menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_categ0_act_my0" action="crm_case_category_act_my0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_act_new">
<field name="name">New Bug</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view1_new">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_categ_act_new"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view1_new">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_act_new"/>
</record>
<menuitem id="menu_crm_case_categ_act_new" action="crm_case_categ_act_new" parent="menu_crm_case_bug_track" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my1">
<field name="name">My Open Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_my0" id="menu_crm_case_categ0_act_my1" action="crm_case_category_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my2">
<field name="name">My Bugs With Patches</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'categ_id\',\'=\','+str(categ2)+'), (\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my2" action="crm_case_category_act_my2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my3">
<field name="name">My Bugs Not Fixed</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'categ_id\',\'=\','+str(categ1)+'), (\'stage_id\',\'&lt;&gt;\','+str(stage2)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my3"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my3" action="crm_case_category_act_my3" groups="base.group_extended_menu"/>
<!--
ALL FEATURE REQUESTS
-->
<record model="ir.actions.act_window" id="crm_case_category_act_f0">
<field name="name">All Feature Requests</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f0"/>
</record>
<menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_category_act_f0" action="crm_case_category_act_f0"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f1">
<field name="name">New Feature Request</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f1"/>
</record>
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_category_act_f1" action="crm_case_category_act_f1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f2">
<field name="name">Feature Requests Waiting Approval</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'), (\'categ_id\',\'=\','+str(categ3)+'), (\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f2"/>
</record>
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f2" action="crm_case_category_act_f2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f3">
<field name="name">Open Feature Requests</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'stage_id\',\'&lt;&gt;\','+str(stage7)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f3"/>
</record>
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f3" action="crm_case_category_act_f3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f4">
<field name="name">Pending Feature Requests</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f4">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f4"/>
</record>
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f4" action="crm_case_category_act_f4" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f5">
<field name="name">Planned For Future Release</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\'),(\'stage_id\',\'=\','+str(stage7)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f5">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f5"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f5">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f5"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f5">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f5"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f5" action="crm_case_category_act_f5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f6">
<field name="name">Waiting For Reporter Response</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\'),(\'stage_id\',\'=\','+str(stage5)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f6">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f6"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f6">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f6"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f6">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f6"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f6" action="crm_case_category_act_f6" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f7">
<field name="name">Old Feature Requests</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'&lt;&gt;\',\'draft\'),(\'state\',\'&lt;&gt;\',\'open\'),(\'state\',\'&lt;&gt;\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f7">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f7"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f7">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_f7"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f7">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f7"/>
</record>
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f7" action="crm_case_category_act_f7" groups="base.group_extended_menu"/>
</data>
</openerp>

73
addons/crm_configuration/crm_bugs_view.xml Normal file → Executable file
View File

@ -23,19 +23,21 @@
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="date"/>
<field name="email_from" colspan="2"/>
<field name="user_id" />
</group>
<notebook colspan="4">
<page string="General">
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<newline/>
<field name="email_from" colspan="2"/>
<separator colspan="4"/>
<field name="category2_id" string="Version"/>
<field name="categ_id" on_change="onchange_categ_id(categ_id)"/>
<field name="priority" string="Severity"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<newline/>
<separator string= "Description" colspan="4"/>
<field name="description" nolabel="1" colspan="4"/>
@ -76,16 +78,33 @@
</form>
</field>
</page>
<page string="Events">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id" widget="selection"/>
<field name="state"/>
</tree>
</field>
</page>
<page string="Emails">
<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">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -134,20 +153,42 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Bugs">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Bugs" domain="[('user_id','=',uid)]" separator="1" help="Bugs Related to Current User"/>
<filter icon="gtk-execute" string="Fixed Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Bugs"/>
<filter icon="gtk-execute" string="Waiting Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Bugs"/>
<filter icon="gtk-execute" string="Future Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]" separator="1" help="All Future Bugs"/>
<group col="7" colspan="1">
<filter icon="gtk-apply" string="Fixed Bugs"
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]"
separator="1" help="All Fixed Bugs"
/>
<filter icon="gtk-media-pause" string="Waiting Bugs"
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]"
separator="1" help="All Waiting Bugs"
/>
<filter icon="gtk-media-forward" string="Future Bugs"
domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]"
separator="1" help="All Future Bugs"
/>
<separator orientation="vertical"/>
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's bugs"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" domain="[]"
help="Bugs during last 7 days"
/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Bugs"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Bugs"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Bugs"/>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1' string="Subject"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Bugs" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Bugs"/>
</field>
<field name="state" select="1">
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Bugs"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Bugs"/>
<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Bugs"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>

140
addons/crm_configuration/crm_claims_menu.xml
View File

@ -34,143 +34,5 @@
</record>
<menuitem name="Claims" id="menu_crm_case_claims" parent="menu_aftersale" action="crm_case_categ_claim0"/>
<!-- My Claims -->
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my1">
<field name="name">My Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,calendar</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_claim_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<menuitem name="My Claims" id="menu_crm_case_category_act_claim_my1" action="crm_case_category_act_claim_my1" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim1">
<field name="name">Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim1"/>
</record>
<menuitem name="New Claim" id="menu_crm_case_categ0_act_claim" action="crm_case_category_act_claim1" parent="menu_crm_case_claims" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my2">
<field name="name">My Unclosed Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<menuitem name="My Unclosed Claims" id="menu_crm_case_categ0_act_claim_my2" action="crm_case_category_act_claim_my2" parent="menu_crm_case_category_act_claim_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my2_open">
<field name="name">My Open Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my2_open">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_my2_open">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my2_open">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/>
</record>
<menuitem name="My Open Claims" id="menu_crm_case_categ0_act_claim_my2_open" action="crm_case_category_act_claim_my2_open" parent="menu_crm_case_categ0_act_claim_my2" groups="base.group_extended_menu"/>
<!-- All Claims -->
<menuitem name="All Claims" id="menu_crm_case_categ_claim0" action="crm_case_categ_claim0" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_all2">
<field name="name">All Unclosed Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<menuitem name="All Unclosed Claims" id="menu_crm_case_categ0_act_claim_all2" action="crm_case_category_act_claim_all2" parent="menu_crm_case_categ_claim0" groups="base.group_extended_menu"/>
</data>
</data>
</openerp>

63
addons/crm_configuration/crm_claims_view.xml Normal file → Executable file
View File

@ -12,17 +12,12 @@
<field name="arch" type="xml">
<tree string="Claims" colors="red:state=='open'">
<field name="id"/>
<field name="name"/>
<field name="partner_id"/>
<field name="date" string="Date of Claim"/>
<field name="categ_id" string="Type of claim" select="1"/>
<field name="date_closed"/>
<field name="planned_cost" string="Claim Cost"/>
<field name="date" string="Date"/>
<field name="categ_id" string="Type" select="1"/>
<field name="user_id" string="Responsible" select="2"/>
<field name="state"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</tree>
</field>
</record>
@ -41,12 +36,15 @@
<field name="section_id" widget="selection"/>
<field name="date" string="Date of Claim"/>
<field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="case_id"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook>
<page string="Claims Info">
@ -113,10 +111,14 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -155,19 +157,26 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" help="Claims Related to Current User"/>
<filter icon="gtk-execute" string="Fixed Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Claims"/>
<filter icon="gtk-execute" string="Waiting Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Claims"/>
<filter icon="gtk-execute" string="Accepted Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Accepted as Claim')]" separator="1" help="All Accepted Claims"/>
<group col="4" colspan="1">
<filter icon="gtk-new" string="New Claims"
domain="[('section_id.name','=','Claims'),('state','=','draft')]"
separator="1" help="New Claims"
/>
<filter icon="gtk-execute"
string="In Progress Claims"
domain="[('section_id.name','=','Claims'),('state','=','open')]"
separator="1" help="In Progress Claims"
/>
<filter icon="gtk-media-pause"
string="Pending Claims"
domain="[('section_id.name','=','Claims'),('state','=','pending')]"
separator="1" help="All pending Claims"
/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Claims"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Claims"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Claims"/>
</field>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1'/>
<field name="partner_id" select="1"/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>

43
addons/crm_configuration/crm_config.py
View File

@ -23,6 +23,9 @@ import tools
from osv import fields, osv
import os
import pooler
import netsvc
from tools.translate import _
from osv.orm import except_orm
#AVAILABLE_STATES = [
# ('draft','Unreviewed'),
@ -184,5 +187,45 @@ class crm_menu_config_wizard(osv.osv_memory):
crm_menu_config_wizard()
class crm_generic_wizard(osv.osv_memory):
_name = 'crm.generic_wizard'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Section', required=True),
'user_id': fields.many2one('res.users', 'Responsible'),
}
def _get_default_section(self, cr, uid, context):
case_id = context.get('active_id',False)
if not case_id:
return False
case_obj = self.pool.get('crm.case')
case = case_obj.read(cr, uid, case_id, ['state','section_id'])
if case['state'] in ('done'):
raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
return case['section_id']
_defaults = {
'section_id': _get_default_section
}
def action_create(self, cr, uid, ids, context=None):
case_obj = self.pool.get('crm.case')
case_id = context.get('active_id',[])
res = self.read(cr, uid, ids)[0]
case = case_obj.read(cr, uid, case_id, ['state'])
if case['state'] in ('done'):
raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
new_case_id = case_obj.copy(cr, uid, case_id, default=
{
'section_id':res.get('section_id',False),
'user_id':res.get('user_id',False)
}, context=context)
case_obj.write(cr, uid, case_id, {'case_id':new_case_id}, context=context)
case_obj.case_close(cr, uid, [case_id])
return {}
crm_generic_wizard()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

30
addons/crm_configuration/crm_config_view.xml
View File

@ -111,6 +111,36 @@
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
<menuitem action="crm_case_stage_act" id="menu_crm_case_stage_act" parent="crm.next_id_51"/>
<record model="ir.ui.view" id="crm_generic_wizard">
<field name="name">crm.generic_wizard.form</field>
<field name="model">crm.generic_wizard</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Generic Wizard">
<group col="2">
<field name="section_id" select="1" widget="selection"/>
<field name="user_id"/>
</group>
<newline/>
<separator colspan="4"/>
<group col="2" colspan="2">
<button icon="gtk-cancel" special="cancel" string="Cancel"/>
<button icon="gtk-execute" name="action_create" string="Assign" type="object"/>
</group>
</form>
</field>
</record>
<record id="crm_generic_wizard_act" model="ir.actions.act_window">
<field name="name">Generic Wizard</field>
<field name="res_model">crm.generic_wizard</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_generic_wizard"/>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</openerp>

24
addons/crm_configuration/crm_configuration_wizard.xml
View File

@ -3,10 +3,13 @@
<data>
<wizard
string="History of Events"
string="History of Events"
name="crm.case.history.events"
model="crm.case"
id="wizard_case_history_event" />
id="wizard_case_history_event"
keyword="client_action_relate"
/>
<wizard
id="wizard_crm_partner_create"
@ -31,6 +34,14 @@
name="crm.case.opportunity_set"
multi="True"
string="Convert To Opportunity"/>
<wizard
id="wizard_partner_create_opportunity"
keyword="client_action_multi"
model="res.partner"
name="crm.case.partner.opportunity_create"
menu="False"
string="Create Opportunity"/>
<wizard
id="wizard_crm_reschedule_phone_call"
@ -39,6 +50,15 @@
name="crm.case.reschedule_phone_call"
multi="True"
string="Schedule Phone Call" />
<wizard
id="wizard_partner_create_opportunity"
keyword="client_action_multi"
model="res.partner"
name="crm.case.partner.opportunity_create"
menu="False"
string="Create Opportunity"/>
</data>
</openerp>

176
addons/crm_configuration/crm_fund_menu.xml
View File

@ -31,182 +31,6 @@
</record>
<menuitem name="Fund Raising" id="menu_crm_case_fund_raise" parent="crm.menu_crm" action="crm_case_category_act_fund_all1"/>
<!-- My Funds -->
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my1">
<field name="name">My Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<menuitem name="My Funds" id="menu_crm_case_category_act_fund_my1" action="crm_case_category_act_fund_my1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund1">
<field name="name">Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund1">
<field name="sequence" eval="2"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<menuitem name="New Fund Opportunity" id="menu_crm_case_categ0_act_fund" action="crm_case_category_act_fund1" parent="menu_crm_case_fund_raise" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my2">
<field name="name">My Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<menuitem name="My Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_my2" action="crm_case_category_act_fund_my2" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my3">
<field name="name">My Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<menuitem name="My Funds To Be Processed" id="menu_crm_case_categ0_act_fund_my3" action="crm_case_category_act_fund_my3" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>
<!-- All Funds -->
<menuitem name="All Funds" id="menu_crm_case_categ0_act_fund_all1" action="crm_case_category_act_fund_all1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all2">
<field name="name">All Funds Waiting Validation</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<menuitem name="All Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_all2" action="crm_case_category_act_fund_all2" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all3">
<field name="name">All Funds To Be Processed</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<menuitem name="All Funds To Be Processed" id="menu_crm_case_categ0_act_fund_all3" action="crm_case_category_act_fund_all3" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>
</data>
</openerp>

18
addons/crm_configuration/crm_fund_view.xml
View File

@ -100,10 +100,14 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -153,11 +157,15 @@
<field name="arch" type="xml">
<search string="Search Funds">
<group col='6' colspan='4'>
<filter icon="gtk-execute" string="My Funds" domain="[('user_id','=',uid)]" separator="1" help="Funds Related to Current User"/>
<filter icon="terp-partner" string="My Funds"
default="1" domain="[('user_id','=',uid)]"
separator="1"
help="Funds Related to Current User"
/>
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Funds"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Funds"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Funds"/>
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Funds"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/>
<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>

372
addons/crm_configuration/crm_helpdesk_menu.xml
View File

@ -8,7 +8,7 @@
<field name="name">All Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
@ -16,386 +16,22 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="view_id" ref="crm_case_helpdesk_calendar_view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
</record>
<menuitem name="Helpdesk and Support" id="menu_help_support_main" parent="menu_aftersale" action="crm_case_helpdesk_act111"/>
<record model="ir.actions.act_window" id="crm_case_categ_help_act">
<field name="name">My Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_categ_help_act"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_calendar_view3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ_help_act"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_categ_help_act"/>
</record>
<menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_my_act" action="crm_case_categ_help_act" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_help_new_act">
<field name="name">New Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_categ_help_new_act"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view2">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_categ_help_new_act"/>
</record>
<menuitem parent="menu_help_support_main" id="menu_crm_case_categ_help_new_act" action="crm_case_categ_help_new_act" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my1">
<field name="name">My Unclosed Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'&lt;&gt;\',\'done\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_calendar_view_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_form_view_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_my_helpdesk" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my2">
<field name="name">My helpdesk Propositions to Review</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my2"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk2" action="crm_case_helpdesk_act_my2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my1">
<field name="name">My Pending helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk1" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my0">
<field name="name">My Open Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my0"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk0" action="crm_case_helpdesk_act_my0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_myhelpdesk">
<field name="name">Calendar of Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">calendar,tree,form</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'done\'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_myhelpdesk">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_myhelpdesk">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_myhelpdesk">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk" action="crm_case_helpdesk_act_myhelpdesk" groups="base.group_extended_menu"/>
<!--
ALL Helpdesk REQUESTS
-->
<menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_act_all" action="crm_case_helpdesk_act111" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all3">
<field name="name">All Unclosed Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'&lt;&gt;\',\'done\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all3"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all3" action="crm_case_helpdesk_act_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all2">
<field name="name">All Helpdesk Propositions</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all2"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all2" action="crm_case_helpdesk_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all1">
<field name="name">All Pending Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all1"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all1" action="crm_case_helpdesk_act_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all0">
<field name="name">All Open Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all0"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all0" action="crm_case_helpdesk_act_all0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_allhelpdesk">
<field name="name">Calendar of Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">calendar,tree,form</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'done\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_allhelpdesk">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm.crm_case_calendar-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_allhelpdesk">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_allhelpdesk">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/>
</record>
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_allhelpdesk" action="crm_case_helpdesk_act_allhelpdesk" groups="base.group_extended_menu"/>
</data>
</openerp>

161
addons/crm_configuration/crm_helpdesk_view.xml Normal file
View File

@ -0,0 +1,161 @@
<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Helpdesk Support
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
<field name="name">CRM - Helpdesk Support Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Helpdesk Support">
<group colspan="4" col="7">
<field colspan="2" name="name" select="1"/>
<field colspan="1" name="section_id" widget="selection"/>
<field name="date" select="1"/>
<field name="date_deadline" select="2"/>
<field name="priority"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook colspan="4">
<page string="General">
<group col="8" colspan="4">
<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"/>
</group>
<separator colspan="4" string="Description"/>
<field name="description" colspan="4" nolabel="1"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<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"/>
</group>
</page>
<page string="History">
<field name="id" select="1"/>
<field name="active" select="2"/>
<field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/>
<field name="som" select="2"/>
<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="Estimates"/>
<field name="planned_revenue"/>
<field name="planned_cost"/>
<field name="probability"/>
<separator colspan="4" string="References"/>
<field colspan="4" name="ref"/>
<field colspan="4" name="ref2"/>
<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"/>
<field name="user_id" select="2"/>
<field name="som" select="2"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Events">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id" widget="selection"/>
<field name="state"/>
</tree>
</field>
</page>
<page string="Emails">
<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">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
<field name="name">CRM - Helpdesk Support Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Helpdesk Support Tree" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Support Query"/>
<field name="partner_id" string="Partner"/>
<field name="planned_revenue"/>
<field name="probability"/>
<field name="date" string="Deadline"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_helpdesk_calendar_view">
<field name="name">CRM - Helpdesk Support Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Helpdesk Supports" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
</data>
</openerp>

460
addons/crm_configuration/crm_jobs_menu.xml
View File

@ -4,478 +4,48 @@
<menuitem icon="terp-hr" id="menu_hr" name="Human Resources"/>
######################## JOB OPPORTUNITIES (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_categ0_act111">
<record model="ir.actions.act_window" id="crm_case_categ0_act_job">
<field name="name">All Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="view_id" ref="crm_case_tree_view_job"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act_job">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act111"/>
<field name="view_id" ref="crm_case_tree_view_job"/>
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act_job">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act111"/>
<field name="view_id" ref="crm_case_calendar_view_job"/>
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act_job">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act111"/>
<field name="view_id" ref="crm_case_form_view_job"/>
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act111">
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act111"/>
<field name="act_window_id" ref="crm_case_categ0_act_job"/>
</record>
<menuitem
name="Jobs - Hiring Process"
id="menu_crm_case_job_req_main"
parent="menu_hr"/>
<!--
MY JOBS REQUESTS
-->
<record model="ir.actions.act_window" id="crm_case_categ0_act11">
<field name="name">My Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act11"/>
</record>
<menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act11" action="crm_case_categ0_act11" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my_new3">
<field name="name">New Job Request</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my_new3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my_new3"/>
</record>
<menuitem
parent="menu_crm_case_job_req_main"
id="menu_crm_case_categ0_act_my_new3"
action="crm_case_categ0_act_my_new3"
sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my3">
<field name="name">My Current Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'in\',(\'pending\',\'open\',\'draft\')),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my3">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my3"/>
</record>
<menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs3" action="crm_case_categ0_act_my3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my2">
<field name="name">My Jobs Propositions to Review</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my2"/>
</record>
<menuitem
parent="menu_crm_case_categ0_act_myjobs3"
id="menu_crm_case_categ0_act_myjobs2"
action="crm_case_categ0_act_my2"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my1">
<field name="name">My Pending Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my1">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_myjobs3"
id="menu_crm_case_categ0_act_myjobs1" action="crm_case_categ0_act_my1"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my0">
<field name="name">My Open Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my0">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my0"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_myjobs3" id="menu_crm_case_categ0_act_myjobs0"
action="crm_case_categ0_act_my0"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_myjobs">
<field name="name">Calendar Of My Interviews</field>
<field name="res_model">crm.case</field>
<field name="view_mode">calendar,tree,form,graph</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="domain" eval="'[(\'state\',\'=\',\'done\'),(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_myjobs">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_myjobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_myjobs">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_myjobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_myjobs">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_myjobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_myjobs">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_myjobs"/>
</record>
<menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs_myjobs" action="crm_case_categ0_act_myjobs" groups="base.group_extended_menu"/>
<!--
<!--
ALL JOBS REQUESTS
-->
<menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act111" action="crm_case_categ0_act111"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all3">
<field name="name">Current Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'state\',\'&lt;&gt;\',\'done\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all3">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all3"/>
</record>
<menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_all3" action="crm_case_categ0_act_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all2">
<field name="name">All Jobs Propositions to Review</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'state\',\'=\',\'draft\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all2" action="crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all1">
<field name="name">All Pending Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'state\',\'=\',\'pending\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all1">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all1">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all1" action="crm_case_categ0_act_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all0">
<field name="name">All Open Jobs Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="domain" eval="'[(\'state\',\'=\',\'open\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all0">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all0"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all0" action="crm_case_categ0_act_all0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_alljobs">
<field name="name">Calendar Of Interviews</field>
<field name="res_model">crm.case</field>
<field name="view_mode">calendar,tree,form,graph</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="domain" eval="'[(\'state\',\'=\',\'done\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_alljobs">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_alljobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_alljobs">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_alljobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_alljobs">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_alljobs"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_alljobs">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_alljobs"/>
</record>
<menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_alljobs" action="crm_case_categ0_act_alljobs" groups="base.group_extended_menu"/>
<menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act_job" action="crm_case_categ0_act_job"/>
</data>
</openerp>

65
addons/crm_configuration/crm_jobs_view.xml Normal file → Executable file
View File

@ -5,7 +5,7 @@
# Jobs
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_tree_view11">
<record model="ir.ui.view" id="crm_case_tree_view_job">
<field name="name">CRM - Jobs Requests Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
@ -13,10 +13,10 @@
<tree string="Jobs - Recruitment Tree" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Description"/>
<field name="partner_name" string="Candidate Name"/>
<field name="partner_phone"/>
<field name="partner_name" string="Name"/>
<field name="email_from" string="Candidate Email"/>
<field name="partner_phone" string="Candidate Phone"/>
<field name="categ_id" string="Applied Job" select="1"/>
<field name="category2_id" string="Degree" select="1"/>
<field name="stage_id"/>
<field name="priority" string="Appreciation"/>
<field name="user_id"/>
@ -30,7 +30,7 @@
</field>
</record>
<record model="ir.ui.view" id="crm_case_form_view11">
<record model="ir.ui.view" id="crm_case_form_view_job">
<field name="name">CRM - Jobs Requests Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
@ -40,7 +40,8 @@
<field name="name" string="Description" colspan="2"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" string="Responsible" select="2"/>
<button name="set_partner" string="Convert to Partner" icon="terp-partner"/>
<button string="Schedule a Phone Call"
name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
<newline/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
@ -60,8 +61,11 @@
<field name="partner_mobile"/>
<field name="email_from" string="Candidate Email"/>
<newline/>
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<group col="6" colspan="4">
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<button name="set_partner" string="Convert to Partner" icon="terp-partner"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
</group>
<separator colspan="4" string="Contract Data"/>
<field name="probability" string="Availability (weeks)"/>
<newline/>
@ -115,10 +119,14 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -137,7 +145,7 @@
</field>
</record>
<record model="ir.ui.view" id="crm_case_calendar_view11">
<record model="ir.ui.view" id="crm_case_calendar_view_job">
<field name="name">CRM - Jobs Requests Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
@ -157,19 +165,34 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Jobs">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/>
<filter icon="gtk-execute" string="Initial Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/>
<filter icon="gtk-execute" string="First Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','First Interview')]" separator="1" help="First Interview"/>
<filter icon="gtk-execute" string="Second Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Second Interview')]" separator="1" help="Second Interview"/>
<group col="7" colspan="1">
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Jobs Requests"
/>
<filter icon="gtk-media-rewind"
string=" 7 Days " separator="1" domain="[]"
help="Jobs Requests during last 7 days"
/>
<separator orientation="vertical"/>
<filter icon="gtk-new" string="New Jobs"
domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]"
separator="1" help="All Initial Jobs"
/>
<filter icon="gtk-yes" string="Open Jobs"
domain="[('section_id.name','=','Jobs'),('state','=','open')]"
separator="1" help="Open Jobs"
/>
<filter icon="gtk-media-pause" string="Pending Jobs"
domain="[('section_id.name','=','Jobs'),('state','=','pending')]"
separator="1" help="Pending Jobs"
/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Jobs"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Jobs"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Jobs"/>
</field>
<field name="name" select='1'/>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1' string="Name"/>
<field name="email_from" select='1' string="Email"/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>

245
addons/crm_configuration/crm_lead_menu.xml
View File

@ -27,251 +27,6 @@
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
</record>
<menuitem parent="menu_presale" name="Prospects" id="menu_crm_case_categ0_act_leads" action="crm_case_category_act_leads_all"/>
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_all" action="crm_case_category_act_leads_all" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all1">
<field name="name">Current Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_all" id="menu_crm_case_categ0_act_leads_all1" action="crm_case_category_act_leads_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_unassigned">
<field name="name">Unassigned Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\'),(\'user_id\',\'=\',False)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_unassigned">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_unassigned"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_unassigned">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_unassigned"/>
</record>
<menuitem
parent="menu_crm_case_categ0_act_leads_all"
id="menu_crm_case_categ0_act_leads_unassigned"
action="crm_case_category_act_leads_unassigned"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all2">
<field name="name">All Draft Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all2" action="crm_case_category_act_leads_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all3">
<field name="name">All Prospects to Qualify</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all3"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all3" action="crm_case_category_act_leads_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all4">
<field name="name">All Pending Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all4"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all4" action="crm_case_category_act_leads_all4" groups="base.group_extended_menu"/>
<!-- =================================================================== -->
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my">
<field name="name">My Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_my" action="crm_case_category_act_leads_my" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my_new">
<field name="name">New Prospect</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_new">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my_new"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_new">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my_new"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_category_act_leads_my_new" action="crm_case_category_act_leads_my_new" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my1">
<field name="name">My Current Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_my" id="menu_crm_case_categ0_act_leads_my1" action="crm_case_category_act_leads_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my3">
<field name="name">My Prospects to Qualify</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my3"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my3" action="crm_case_category_act_leads_my3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my4">
<field name="name">My Pending Prospects</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my4"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my4" action="crm_case_category_act_leads_my4" groups="base.group_extended_menu"/>
<!-- REPORTS -->
<menuitem name="Prospects" id="menu_action_report_crm_case_lead" parent="report_crm.next_id_64"/>

86
addons/crm_configuration/crm_lead_view.xml
View File

@ -15,13 +15,13 @@
<group colspan="4" col="7">
<field name="name" select="1" string="Prospect Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" select="2"/>
<newline/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<button string="Convert to Partner" icon="terp-partner" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
<field name="user_id" select="2"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Prospect Source"/>
<field name="category2_id" string="Campaign Type" select="1"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
@ -35,7 +35,14 @@
<field name="partner_mobile"/>
<field name="email_from" string="Prospect Email"/>
<newline/>
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)"/>
<group colspan="2" col="4">
<label string="Partner:" colspan="1" align="1.0"/>
<field name="partner_id" nolabel="1" colspan="2"/>
<button string="Convert to Partner"
icon="terp-partner" name="%(wizard_crm_partner_create)d"
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
/>
</group>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
<field name="priority" string="Priority"/>
@ -85,7 +92,7 @@
</form>
</field>
</page>
<page string="Events">
<page string="Events" groups="base.group_extended">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
@ -98,16 +105,20 @@
</tree>
</field>
</page>
<page string="Emails">
<page string="Emails" groups="base.group_extended">
<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">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -140,12 +151,10 @@
<field name="category2_id" string="Campaign Type"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
@ -163,30 +172,61 @@
</field>
</record>
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">crm.case.leads.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Prospects">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Prospects" domain="[('user_id','=',uid)]" separator="1" help="Prospects Related to Current User"/>
<filter icon="gtk-execute" string="Assigned Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Assigned')]" separator="1" help="All Assigned Prospects"/>
<filter icon="gtk-execute" string="In Process Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','In Process')]" separator="1" help="In Process Prospects"/>
<filter icon="gtk-execute" string="Converted Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Converted')]" separator="1" help="Converted Prospects"/>
<group col="3" colspan="1">
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Prospects"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" domain="[]"
help="Prospects during last 7 days"
/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Prospects"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Prospects"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Prospects"/>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select="1"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]" help="My Prospects"
default="1"
/>
<filter icon="terp-crm"
domain="[('user_id','child_of',[uid])]"
help="My department's Prospects"
/>
</field>
<field name="state" select="1">
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/>
<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Prospects"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>
</record>
<!-- PARTNER VIEW -->
<record id="view_partner_property_form" model="ir.ui.view">
<field name="name">res.partner.crm.form.inherit</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<field name="supplier" position="after">
<button string="Create Opportunity"
name="%(crm_configuration.wizard_partner_create_opportunity)d" icon="gtk-index"
type="action" colspan="2"
/>
</field>
</field>
</record>
</data>
</openerp>

1
addons/crm_configuration/crm_meeting_data.xml
View File

@ -5,6 +5,7 @@
<record model="crm.case.section" id="section_support1">
<field name="name">Meetings</field>
<field name="code">Mtngs</field>
<field name="calendar">True</field>
</record>
<!-- CASE CATEGORY(categ_id) -->

30
addons/crm_configuration/crm_meeting_menu.xml Normal file → Executable file
View File

@ -47,6 +47,7 @@
<field name="view_id" ref="crm_case_calendar_view"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
<field name="domain" eval="[('section_id.calendar','=',1)]"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet">
<field name="sequence" eval="1"/>
@ -81,7 +82,7 @@
<field name="res_model">crm.case</field>
<field name="view_mode">calendar,tree,form,graph,gantt</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid)]'"/>
<field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id.calendar\',\'=\',1)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
@ -112,33 +113,6 @@
</record>
<menuitem name="My Meetings" id="menu_crm_case_categ_meet_my" action="crm_case_categ_meetmy" parent="menu_crm_case_category_act_meetings"/>
<record model="ir.actions.act_window" id="crm_case_category_act_meetings">
<field name="name">New Meeting</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="context" eval="{'default_state':'open','default_section_id':ref('section_support1')}"/>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_meetings">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetings"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_meetings">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetings"/>
</record>
<menuitem
parent="menu_crm_case_category_act_meetings"
id="menu_crm_case_category_act_meetings_new"
action="crm_case_category_act_meetings" sequence="50"/>
<!--
ALL MEETINGS
-->

67
addons/crm_configuration/crm_meeting_view.xml Normal file → Executable file
View File

@ -18,7 +18,11 @@
<newline/>
<field name="date" string="Meeting Date" required="1"/>
<field name="duration" colspan="1" widget="float_time" required="1"/>
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
<group colspan="2">
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook colspan="4">
<page string="Meeting">
@ -37,66 +41,7 @@
<button name="case_cancel" string="Cancel Meeting" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_reset" string="Reset to Unconfirmed" states="done,open,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<group colspan="4">
<field name="id" select="1"/>
<field name="active" select="2"/>
<newline/>
<field name="date_deadline" select="2" string="Deadlines"/>
<field name="priority" select="2"/>
<newline/>
<field name="planned_revenue"/>
<field name="planned_cost"/>
<field name="probability"/>
<newline/>
<field name="canal_id"/>
<field name="som"/>
<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="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
</group>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<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">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</page>
</notebook>
</form>
</field>

180
addons/crm_configuration/crm_opportunity_menu.xml
View File

@ -34,186 +34,6 @@
<!-- MENU -->
<menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor11" action="crm_case_category_act_oppor11" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor1">
<field name="name">All Open Opportunities</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor1">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor1"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor1" action="crm_case_category_act_oppor1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor_all2">
<field name="name">All Unassigned Opportunities</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'pending\'),(\'user_id\',\'=\',False)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor_all2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_all2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor_all2" action="crm_case_category_act_oppor_all2" groups="base.group_extended_menu"/>
<!-- ======================================================== -->
<record model="ir.actions.act_window" id="crm_case_category_act_oppor22">
<field name="name">My Opportunities</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor22">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor22"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor22">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor22"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor22">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor22"/>
</record>
<menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor22" action="crm_case_category_act_oppor22" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor">
<field name="name">Opportunity</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor"/>
</record>
<menuitem name="New Opportunity"
parent="menu_crm_case_opp"
id="menu_crm_case_categ0_act_oppor"
action="crm_case_category_act_oppor"
sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor2">
<field name="name">My Open Opportunities</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'open\'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor2" action="crm_case_category_act_oppor2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor_my2">
<field name="name">My Pending Opportunities</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'pending\'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor_my2">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_my2"/>
</record>
<menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor_my2" action="crm_case_category_act_oppor_my2" groups="base.group_extended_menu"/>
<!-- REPORTS -->
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_user">

71
addons/crm_configuration/crm_opportunity_view.xml
View File

@ -6,6 +6,15 @@
# Opportunities
# ------------------------------------------------------
<act_window
id="crm_case_categ_meet_opportunity"
name="Schedule a Meeting"
res_model="crm.case"
src_model="crm.case"
view_mode="calendar,tree,form,gantt"
context="{'default_case_id': active_id, 'default_duration': 4.0}"
domain="[('section_id','=','Meetings')]"/>
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">CRM - Opportunities Form</field>
<field name="model">crm.case</field>
@ -25,8 +34,11 @@
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="date" string="Deadline"/>
<field name="id" select="1"/>
<button string="Schedule Meeting" icon="terp-crm" name="%(wizard_crm_meeting)d" type="action"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<button string="Schedule Meeting" icon="terp-crm" name="%(crm_case_categ_meet_opportunity)d" type="action"/>
</group>
<notebook colspan="4">
<page string="Description">
@ -99,10 +111,14 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<group col="7" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(crm.action_view_crm_email_add_cc_wizard)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
@ -135,36 +151,49 @@
<field name="date" string="Deadline"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">crm.case.opportunities.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Opportunities" domain="[('user_id','=',uid)]" separator="1" help="Opportunities Related to Current User"/>
<filter icon="gtk-execute" string="Prospecting" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Prospecting')]" separator="1" help="All Prospecting Prospects"/>
<filter icon="gtk-execute" string="Proposition" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Value Proposition')]" separator="1" help="Value Proposition Prospects"/>
<filter icon="gtk-execute" string="Analysis" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Needs Analysis')]" separator="1" help="Needs Analysis Prospects"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Opportunities"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Opportunities"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Opportunities"/>
<group col="3" colspan="1">
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Opportunities"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" domain="[]"
help="Opportunities during last 7 days"
/>
</group>
<separator orientation="vertical"/>
<group col="5" colspan="2">
<field name="name" select="1" string="Opportunity"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner"
domain="[('user_id','=',uid)]"
help="My Opportunities" default="1"
/>
<filter icon="terp-crm"
domain="[('user_id','child_of',[uid])]"
help="My department's Opportunities"
/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
<field name="partner_id" select="1"/>
<field name="state" select="1">
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
</field>
</group>
</search>
</field>
</record>

169
addons/crm_configuration/crm_phonecall_menu.xml
View File

@ -52,7 +52,7 @@
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_inbound_phonecalls_filter"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
<field name="sequence" eval="1"/>
@ -72,173 +72,6 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<menuitem name="Inbound" id="menu_crm_case_categ_phone_incoming0" parent="menu_crm_case_phone" action="crm_case_categ_phone_incoming0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming1">
<field name="name">New Incoming Call</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming1"/>
</record>
<menuitem name="New Incoming Call" id="menu_crm_case_categ_phone_incoming1" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming2">
<field name="name">Planned Calls</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+'), (\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_inbound_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_incoming2" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming2" groups="base.group_extended_menu"/>
################################################################
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
<field name="name">Outbound</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<menuitem name="Outbound" id="menu_crm_case_categ_phone_outgoing0" parent="menu_crm_case_phone" action="crm_case_categ_phone_outgoing0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing1">
<field name="name">New Outgoing Call</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/>
</record>
<menuitem name="New Outgoing Call" id="menu_crm_case_categ_phone_outgoing1" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing2">
<field name="name">Planned Calls</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'state\',\'=\',\'draft\')]'"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_outgoing2" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing4">
<field name="name">Calls Not Held</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'state\',\'=\',\'pending\')]'"/>
<field name="filter" eval="True"/>
<field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing4">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<menuitem name="Calls Not Held" id="menu_crm_case_categ_phone_outgoing4" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing4" groups="base.group_extended_menu"/>
</data>
</openerp>

189
addons/crm_configuration/crm_phonecall_view.xml
View File

@ -10,20 +10,17 @@
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Subject"/>
<field name="categ_id" string="Direction" select="1"/>
<tree string="Phone Calls" editable="bottom" colors="red:state=='open'">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact"/>
<field name="date" string="Date"/>
<field name="user_id" string="Assigned to"/>
<field name="state"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
<field name="case_id"/>
<button string="Opportunity" name="%(wizard_crm_opportunity_set)d" type="action"/>
<button string="Meeting"
name="%(wizard_crm_reschedule_phone_call)d" type="action" />
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</tree>
</field>
</record>
@ -37,17 +34,18 @@
<group colspan="4" col="7">
<field name="name" string="Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" string="Assigned to" select="2"/>
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
<field name="user_id" string="Assigned to" select="2"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
<newline/>
<field name="date" string="Planned Date"/>
<field name="duration"/>
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
<label string='' colspan='6' />
<group colspan="2">
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<button string="Schedule a Phone Call"
name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
</group>
@ -55,11 +53,14 @@
<page string="General">
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
<field name="active" string="Reminder"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact"/>
<newline/>
<label string="Partner:" align="1.0"/>
<group colspan="1">
<field name="partner_id" string="Partner" nolabel="1"/>
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
<field name="partner_address_id" string="Contact"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<field name="partner_mobile"/>
<newline/>
<field name="som"/>
<field name="priority" string="Relevant"/>
@ -74,55 +75,7 @@
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<field name="id" select="1"/>
<field name="canal_id"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="date_action_last"/>
<field name="date_action_next"/>
<field name="planned_cost"/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<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">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</page>
</notebook>
</form>
</field>
@ -148,71 +101,43 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<group col="4" colspan="1">
<filter icon="gtk-execute" string="My Phonecalls" domain="[('user_id','=',uid)]" separator="1" help="Phonecalls Related to Current User"/>
<filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
<filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Phonecalls"/>
<group col="6" colspan="1">
<filter icon="gtk-jump-to"
string="Inbound"
domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]"
separator="1" help="All Inbound Phonecalls"
/>
<filter icon="gtk-redo"
string="Outbound"
domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]"
separator="1" help="All Outbound Phonecalls"
/>
<separator orientation="vertical"/>
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Phonecalls"
/>
<filter icon="gtk-media-rewind" string=" 7 Days "
separator="1" domain="[]"
help="Phonecalls during last 7 days"
/>
</group>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1' string="Subject"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Phonecalls"/>
</field>
<field name="state" select="1">
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>
</record>
<record id="view_crm_case_inbound_phonecalls_filter" model="ir.ui.view">
<field name="name">crm.case.inbound.phonecalls.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Inbound Phonecalls">
<group col="4" colspan="1">
<filter icon="gtk-execute" string="My Inbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Inbound')]" separator="1" help="Inbound Phonecalls Related to Current User"/>
<filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Inbound Phonecalls"/>
<filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Inbound Phonecalls"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Inbound Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Inbound Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Inbound Phonecalls"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>
</record>
<record id="view_crm_case_outbound_phonecalls_filter" model="ir.ui.view">
<field name="name">crm.case.outbound.phonecalls.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Outbound Phonecalls">
<group col="4" colspan="1">
<filter icon="gtk-execute" string="My Outbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Outbound')]" separator="1" help="Outbound Phonecalls Related to Current User"/>
<filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Outbound Phonecalls"/>
<filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Outbound Phonecalls"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Outbound Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Outbound Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Outbound Phonecalls"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>
</record>
</data>
</openerp>

2
addons/crm_configuration/wizard/__init__.py
View File

@ -24,4 +24,6 @@ import wizard_partner_create
import wizard_opportunity_set
import schedule_phone_call
import wizard_history_event
import wizard_partner_opportunity
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

9
addons/crm_configuration/wizard/schedule_phone_call.py
View File

@ -32,7 +32,7 @@ from tools.translate import _
case_form = """<?xml version="1.0"?>
<form string="Schedule Phone Call">
<separator string="Phone Call Description" colspan="2" />
<separator string="Phone Call Description" colspan="4" />
<newline />
<field name='user_id' />
<field name='deadline' />
@ -45,7 +45,7 @@ case_form = """<?xml version="1.0"?>
case_fields = {
'user_id' : {'string' : 'Assign To', 'type' : 'many2one', 'relation' : 'res.users'},
'deadline' : {'string' : 'Planned Date', 'type' : 'datetime', 'required' : True},
'deadline' : {'string' : 'Planned Date', 'type' : 'datetime'},
'note' : {'string' : 'Goals', 'type' : 'text'},
'category_id' : {'string' : 'Category', 'type' : 'many2one', 'relation' : 'crm.case.categ', 'required' : True},
'section_id' : {'string' : 'Section', 'type' : 'many2one', 'relation' : 'crm.case.section', 'required' : True},
@ -68,7 +68,6 @@ class reschedule_phone_call(wizard.interface):
return {
'user_id' : case.user_id and case.user_id.id,
'category_id' : categ_id and categ_id[0] or case.categ_id and case.categ_id.id,
'deadline' : time.strftime('%Y-%m-%d %H:%M:%S'),
'section_id' : sec_id and sec_id[0],
'note' : case.description
}
@ -104,8 +103,8 @@ class reschedule_phone_call(wizard.interface):
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'crm.case',
# 'view_id': id2,
'views': [(id2,'tree'),(id3,'form'),(False,'calendar'),(False,'graph')],
'res_id' : new_case,
'views': [(id3,'form'),(id2,'tree'),(False,'calendar'),(False,'graph')],
'type': 'ir.actions.act_window',
'search_view_id': res['res_id']
}

14
addons/crm_configuration/wizard/wizard_history_event.py
View File

@ -31,16 +31,22 @@ def _open_history_event(self, cr, uid, data, context):
id = data_obj.read(cr, uid, result, ['res_id'])
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_calendar_section-view')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
res = ''
if data.get('model',False) and data.get('ids',False):
model_obj = pooler.get_pool(cr.dbname).get(data['model'])
res = model_obj.browse(cr,uid,data['ids'])
if len(res):
res = res[0].name
return {
'name': 'History : ' + pooler.get_pool(cr.dbname).get(data['model']).browse(cr,uid,data['ids'])[0].name,
'name': 'History : ' + res,
'view_type': 'form',
"view_mode": 'calendar, tree, form',
'view_id' : False,
'views': [(id2,'calendar'),(False,'form'),(False,'tree'),(False,'graph')],
'res_model': 'crm.case',
'type': 'ir.actions.act_window',
'domain': "[('case_id','=',%d)]" % (data['id']),
'domain': data.get('id',False) and "[('case_id','=',%d)]" % (data['id']) or "[]",
'search_view_id': id['res_id']
}
@ -52,4 +58,4 @@ class case_history_event(wizard.interface):
}
}
case_history_event('crm.case.history.events')
case_history_event('crm.case.history.events')

9
addons/crm_configuration/wizard/wizard_opportunity_set.py
View File

@ -114,10 +114,15 @@ class make_opportunity(wizard.interface):
'case_id':data['id'],
'state':'open',
})
case_obj.write(cr, uid, [data['id']], {
vals = {
'partner_id': data['form']['partner_id'],
'state':'done',
})
}
case_id = case_obj.read(cr, uid, data['id'], ['case_id'])['case_id']
if not case_id:
vals.update({'case_id' : new_pros})
case_obj.write(cr, uid, [data['id']], vals)
value = {
'domain': "[('section_id','=',%d)]"%(id),
'name': _('Opportunity'),

124
addons/crm_configuration/wizard/wizard_partner_opportunity.py Normal file
View File

@ -0,0 +1,124 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from mx.DateTime import now
import wizard
import netsvc
import ir
import pooler
from tools.translate import _
case_form = """<?xml version="1.0"?>
<form string="Create Opportunity">
<field name="name"/>
<field name="partner_id" readonly="1"/>
<newline/>
<field name="planned_revenue"/>
<field name="probability"/>
</form>"""
case_fields = {
'name' : {'type' :'char', 'size' :64, 'string' :'Opportunity Name', 'required' :True},
'planned_revenue' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Expected Revenue'},
'probability' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Success Probability'},
'partner_id' : {'type' :'many2one', 'relation' :'res.partner', 'string' :'Partner'},
}
class create_opportunity(wizard.interface):
def _select_data(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
part_obj = pool.get('res.partner')
part = part_obj.read(cr, uid, data['id' ], ['name'])
return {'partner_id' : data['id'], 'name' : part['name'] }
def _make_opportunity(self, cr, uid, data, context):
pool = pooler.get_pool(cr.dbname)
data_obj = pool.get('ir.model.data')
result = data_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_opportunities_filter')
res = data_obj.read(cr, uid, result, ['res_id'])
section_obj = pool.get('crm.case.section')
id = section_obj.search(cr, uid, [('code', '=', 'oppor')], context=context)
if not id:
raise wizard.except_wizard(_('Error !'),
_('You did not installed the opportunities tracking when you configured the crm_configuration module.' \
'\nYou can not convert the prospect to an opportunity, you must create a section with the code \'oppor\'.'
))
id = id[0]
id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_oppor')
id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_tree_view_oppor')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
if id3:
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
part_obj = pool.get('res.partner')
address = part_obj.address_get(cr, uid, data['ids' ])
categ_obj = pool.get('crm.case.categ')
categ_ids = categ_obj.search(cr, uid, [('section_id','=',id), ('name','ilike','Part%')])
case_obj = pool.get('crm.case')
opp_id = case_obj.create(cr, uid, {
'section_id' : id,
'name' : data['form']['name'],
'planned_revenue' : data['form']['planned_revenue'],
'probability' : data['form']['probability'],
'partner_id' : data['form']['partner_id'],
'partner_address_id' : address['default'],
'categ_id' : categ_ids[0],
'case_id' :data['id'],
'state' :'draft',
})
value = {
'domain' : "[('section_id','=',%d)]"%(id),
'name' : _('Opportunity'),
'view_type' : 'form',
'view_mode' : 'form,tree',
'res_model' : 'crm.case',
'res_id' : opp_id,
'view_id' : False,
'views' : [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
'type' : 'ir.actions.act_window',
'search_view_id' : res['res_id']
}
return value
states = {
'init' : {
'actions' : [_select_data],
'result' : {'type' : 'form', 'arch' : case_form, 'fields' : case_fields,
'state' : [('end', 'Cancel', 'gtk-cancel'), ('confirm', 'Create Opportunity', 'gtk-go-forward')]}
},
'confirm' : {
'actions' : [],
'result' : {'type' : 'action', 'action' : _make_opportunity, 'state' : 'end'}
}
}
create_opportunity('crm.case.partner.opportunity_create')
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

2
addons/report_analytic_planning/report_analytic_planning_view.xml
View File

@ -389,7 +389,7 @@
<field name="inherit_id" ref="project.view_task_form2"/>
<field name="arch" type="xml">
<field name="priority" position="before">
<field name="planning_line_id" select="2" domain="[('user_id', '=', user_id)]" />
<field name="planning_line_id" select="2" domain="['|', ('user_id','=',user_id), ('user_id','=', False)]"/>
</field>
</field>
</record>