658 lines
31 KiB
XML
658 lines
31 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" groups="base.group_system,base.group_sale_manager,base.group_sale_salesman"/>
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<menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
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parent="base.menu_base_config" sequence="1" groups="base.group_extended,base.group_system"/>
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<menuitem id="base.menu_sale_config_sales" name="Sales"
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parent="base.menu_base_config" sequence="0" groups="base.group_system,base.group_extended"/>
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<menuitem id="menu_crm_config_phonecall" name="Phone Call"
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parent="base.menu_base_config" sequence="5" groups="base.group_extended,base.group_system"/>
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<menuitem id="base.next_id_64" name="Reporting"
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parent="base.menu_base_partner" sequence="11" />
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<!-- Case Sections Form View -->
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<record id="crm_case_section_view_form" model="ir.ui.view">
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<field name="name">crm.case.section.form</field>
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<field name="model">crm.case.section</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Sales Team">
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<group col="6" colspan="4">
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<field name="name" select="1" colspan="2"/>
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<field name="parent_id" select="2" widget="selection"/>
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<field name="code" select="1"/>
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<newline/>
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<field name="user_id" select="2"/>
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<field name="resource_calendar_id" select="2" widget="selection"/>
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<field name="active" select="2"/>
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</group>
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<notebook colspan="4">
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<page string="Sales Team">
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<group col="2" colspan="1">
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<separator string="Mailgateway" colspan="2"/>
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<field name="reply_to" select="2"/>
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</group>
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<group col="2" colspan="1">
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<separator string="Configuration" colspan="2"/>
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<field name="allow_unlink" select="2"/>
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<field name="change_responsible"/>
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</group>
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<separator string="Team Members" colspan="4"/>
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<field name="member_ids" nolabel="1" colspan="4"/>
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</page>
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<page string="Stages">
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<separator string="Select stages for this Sales Team" colspan="4"/>
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<field name="stage_ids" colspan="4" nolabel="1"/>
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</page>
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<page string="Notes">
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<field name="note" select="1" colspan="4" nolabel="1"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- Case Sections Tree View -->
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<record id="crm_case_section_view_tree" model="ir.ui.view">
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<field name="name">crm.case.section.tree</field>
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<field name="model">crm.case.section</field>
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<field name="type">tree</field>
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<field name="field_parent">child_ids</field>
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<field name="arch" type="xml">
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<tree string="Sales Team">
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<field name="name" select="1"/>
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<field name="code" select="1"/>
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<field name="user_id" select="1"/>
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</tree>
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</field>
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</record>
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<!-- Case Sections Action -->
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<record id="crm_case_section_act" model="ir.actions.act_window">
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<field name="name">Sales Teams</field>
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_section_view_tree"/>
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</record>
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<menuitem action="crm_case_section_act"
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id="menu_crm_case_section_act" sequence="4"
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parent="base.menu_sale_config_sales" />
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<!-- CRM Stage Tree View -->
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<record model="ir.ui.view" id="crm_case_stage_tree">
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<field name="name">crm.case.stage.tree</field>
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<field name="model">crm.case.stage</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Stages">
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<field name="sequence"/>
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<field name="name"/>
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<field name="probability"/>
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</tree>
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</field>
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</record>
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<!-- CRM Stage Form View -->
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<record model="ir.ui.view" id="crm_case_stage_form">
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<field name="name">crm.case.stage.form</field>
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<field name="model">crm.case.stage</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Stage">
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<separator string="Stage Definition" colspan="4"/>
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<field name="name" select="1"/>
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<field name="object_id" invisible="1" />
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<field name="sequence"/>
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<field name="probability"/>
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<field name="on_change"/>
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<separator string="Requirements" colspan="4"/>
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<field name="requirements" nolabel="1" colspan="4"/>
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</form>
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</field>
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</record>
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<!-- CRM Stage Action -->
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<record id="crm_case_stage_act" model="ir.actions.act_window">
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<field name="name">Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_stage_tree"/>
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</record>
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<!-- Case Categories Form View -->
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<record id="crm_case_categ-view" model="ir.ui.view">
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<field name="name">crm.case.categ.form</field>
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<field name="model">crm.case.categ</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Case Category">
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<field name="name" select="1"/>
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<field name="section_id" select="1"/>
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<field name="object_id" invisible="1" />
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</form>
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</field>
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</record>
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<!-- Case Categories Tree View -->
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<record id="crm_case_categ_tree-view" model="ir.ui.view">
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<field name="name">crm.case.categ.tree</field>
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<field name="model">crm.case.categ</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Case Category">
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<field name="name"/>
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<field name="section_id"/>
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</tree>
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</field>
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</record>
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<!-- Resource Type of case Tree View -->
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<record model="ir.ui.view" id="crm_case_resource_type_tree">
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<field name="name">crm.case.resource.type.tree</field>
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<field name="model">crm.case.resource.type</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Campaign">
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<field name="name"/>
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<field name="section_id"/>
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</tree>
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</field>
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</record>
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<!-- Resource Type of case Form View -->
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<record model="ir.ui.view" id="crm_case_resource_type_form">
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<field name="name">crm.case.resource.type.form</field>
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<field name="model">crm.case.resource.type</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Campaign">
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<field name="name" select="1"/>
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<field name="section_id" select="1" widget="selection"/>
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</form>
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</field>
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</record>
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<!-- Resource Type of case Action -->
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<record id="crm_case_resource_type_act" model="ir.actions.act_window">
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<field name="name">Campaigns</field>
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_resource_type_tree"/>
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</record>
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<menuitem action="crm_case_resource_type_act"
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id="menu_crm_case_resource_type_act" sequence="4"
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parent="base.menu_sale_config_sales" />
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<record id="crm_case_section_act_tree" model="ir.actions.act_window">
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<field name="name">Cases by Sales Team</field>
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<field name="res_model">crm.case.section</field>
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<field name="domain">[('parent_id','=',False)]</field>
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<field name="view_type">tree</field>
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<field name="view_id" ref="crm_case_section_view_tree"/>
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</record>
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<!-- Segmentation line Tree View -->
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<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
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<field name="name">crm.segmentation.line.tree</field>
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<field name="model">crm.segmentation.line</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentation Lines">
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<field name="name"/>
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<field name="expr_name"/>
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<field name="expr_operator"/>
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<field name="expr_value"/>
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<field name="operator"/>
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</tree>
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</field>
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</record>
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<!-- Segmentation line Form View -->
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<record id="crm_segmentation_line-view" model="ir.ui.view">
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<field name="name">crm.segmentation.line.form</field>
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<field name="model">crm.segmentation.line</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation Lines">
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<field colspan="4" name="name" select="1"/>
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<group col="2" colspan="4">
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<field name="expr_name"/>
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<field name="expr_operator"/>
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<field name="expr_value"/>
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</group>
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<newline/>
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<field name="operator"/>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Form View -->
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<record id="crm_segmentation-view" model="ir.ui.view">
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<field name="name">crm.segmentation.form</field>
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<field name="model">crm.segmentation</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation">
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<group col="6" colspan="4">
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<field name="name" select="1"/>
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<field name="categ_id"/>
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<field name="exclusif"/>
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</group>
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<notebook colspan="4">
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<page string="Sales Purchase">
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<field name="sales_purchase_active"/>
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<separator colspan="4" string="State of Mind Computation"/>
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<field name="som_interval"/>
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<field name="som_interval_max"/>
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<field name="som_interval_decrease"/>
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<field name="som_interval_default"/>
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<separator colspan="4" string="Segmentation Test"/>
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<field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
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</page>
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<page string="Description">
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<field colspan="4" name="description" nolabel="1"/>
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</page>
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</notebook>
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<field name="state"/>
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<group col="3" colspan="2">
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<button name="process_start"
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states="not running"
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string="Compute Segmentation" type="object"
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icon="gtk-execute" />
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<button name="process_stop" states="running"
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string="Stop Process" type="object"
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icon="gtk-cancel" />
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<button name="process_continue" states="running"
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string="Continue Process" type="object"
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icon="gtk-go-forward" />
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</group>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Tree View -->
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<record id="crm_segmentation_tree-view" model="ir.ui.view">
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<field name="name">crm.segmentation.tree</field>
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<field name="model">crm.segmentation</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentations">
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<field name="name"/>
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<field name="description"/>
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<field name="categ_id"/>
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</tree>
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</field>
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</record>
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<record id="crm_segmentation-act" model="ir.actions.act_window">
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<field name="name">Segmentation</field>
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<field name="res_model">crm.segmentation</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_segmentation-view"/>
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</record>
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<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
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<field name="name">Partners Segmentation</field>
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<field name="res_model">crm.segmentation</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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</record>
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<menuitem action="crm_segmentation_tree-act"
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id="menu_crm_segmentation-act"
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groups="base.group_extended" sequence="2"
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parent="base.menu_base_action_rule" />
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<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
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<field name="name">view.users.form.crm.modif.inherited1</field>
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<field name="model">res.users</field>
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<field name="inherit_id" ref="base.view_users_form_simple_modif" />
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<field name="type">form</field>
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<field name="arch" type="xml">
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<page string="Current Activity" position="inside">
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<field name="context_section_id" completion="1"
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widget="selection"
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context="{'user_prefence':True}"
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readonly="0"/>
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</page>
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</field>
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</record>
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<record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
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<field name="name">view.users.form.crm.modif.inherited2</field>
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<field name="model">res.users</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_users_form"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="password" position="after">
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<field name="context_section_id" completion="1" widget="selection"/>
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</field>
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</field>
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</record>
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<!-- Inherit View From Partner -->
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<record id="view_partners_form_crm1" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited1</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="parent_id" position="after">
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<field name="section_id" completion="1" widget="selection"
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groups="base.group_extended"/>
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</field>
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</field>
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</record>
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<record id="view_partners_tree_crm2" model="ir.ui.view">
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<field name="name">view.res.partner.tree.crm.inherited2</field>
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<field name="model">res.partner</field>
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<field name="type">tree</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="country" position="after">
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<field name="section_id" completion="1" widget="selection"
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groups="base.group_extended"/>
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</field>
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</field>
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</record>
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<record id="view_partners_form_crm3" model="ir.ui.view">
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<field name="name">view.res.partner.search.crm.inherited3</field>
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<field name="model">res.partner</field>
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<field name="type">search</field>
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<field name="inherit_id" ref="base.view_res_partner_filter"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="category_id" position="after">
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<field name="section_id" completion="1" widget="selection"
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groups="base.group_extended"/>
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</field>
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</field>
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</record>
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<!-- Custom Case Sections -->
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<record id="crm_case_section_custom_view_form" model="ir.ui.view">
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<field name="name">crm.case.section.custom.form</field>
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<field name="model">crm.case.section.custom</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Custom Case Section">
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<group col="6" colspan="4">
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<field name="name" select="1" colspan="2"/>
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<field name="parent_id" select="2" widget="selection"/>
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<field name="code" select="1"/>
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<newline/>
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<field name="user_id" select="2"/>
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<field name="active" select="2"/>
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</group>
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<notebook colspan="4">
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<page string="Information">
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<group col="2" colspan="1">
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<separator string="Mailgateway" colspan="2"/>
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<field name="reply_to" select="2"/>
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</group>
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<group col="2" colspan="1">
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<separator string="Configuration" colspan="2"/>
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<field name="allow_unlink" select="2"/>
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</group>
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</page>
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<page string="Notes">
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<field name="note" select="1" colspan="4" nolabel="1"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<record id="crm_case_section_custom_view_tree" model="ir.ui.view">
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<field name="name">crm.case.section.custom.tree</field>
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<field name="model">crm.case.section.custom</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Custom Case Teams">
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<field name="name" select="1"/>
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<field name="code" select="1"/>
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<field name="user_id" select="1"/>
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</tree>
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</field>
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</record>
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<!-- Custom crm case-->
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<record id="crm_case_custom_tree_view" model="ir.ui.view">
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<field name="name">Custom Cases - Tree</field>
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<field name="model">crm.case.custom</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="red:date_deadline<current_date and state=='open'" string="Custom Cases">
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<field name="id"/>
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<field name="date"/>
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<field name="date_deadline"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="priority"/>
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<field name="state"/>
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<field name="create_date" invisible="1"/>
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</tree>
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</field>
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</record>
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<record id="crm_case_custom_form_view" model="ir.ui.view">
|
|
<field name="name">Custom Cases - Form</field>
|
|
<field name="model">crm.case.custom</field>
|
|
<field name="type">form</field>
|
|
<field name="priority" eval="1"/>
|
|
<field name="arch" type="xml">
|
|
<form string="Custom Cases">
|
|
<group colspan="4" col="6">
|
|
<field name="name" select="1"/>
|
|
<field name="section_id" widget="selection"/>
|
|
<field name="user_id" select="1"/>
|
|
<field name="priority"/>
|
|
<field name="date" select="1"/>
|
|
<field name="date_deadline" select="2"/>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="General">
|
|
<group col="4" colspan="4">
|
|
<separator string="Communication" colspan="4"/>
|
|
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
|
|
<field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
|
|
<newline/>
|
|
<field name="email_from" select="2"/>
|
|
</group>
|
|
|
|
<separator string="Notes" colspan="4"/>
|
|
<field colspan="4" name="description" nolabel="1" select="2"/>
|
|
|
|
<separator colspan="4"/>
|
|
<group col="8" colspan="4">
|
|
<field name="state"/>
|
|
<button name="case_open" string="Open"
|
|
states="draft,pending" type="object"
|
|
icon="gtk-go-forward" />
|
|
<button name="case_close" string="Close"
|
|
states="open,draft,pending" type="object"
|
|
icon="gtk-close" />
|
|
<button name="case_pending" string="Pending"
|
|
states="draft,open" type="object"
|
|
icon="gtk-media-pause" />
|
|
<button name="case_cancel" string="Cancel"
|
|
states="draft,open,pending" type="object"
|
|
icon="gtk-cancel" />
|
|
<button name="case_reset"
|
|
string="Reset to Draft" states="done,cancel"
|
|
type="object" icon="gtk-convert" />
|
|
</group>
|
|
</page>
|
|
<page string="Extra Info">
|
|
<separator colspan="4" string="Dates"/>
|
|
<field name="create_date"/>
|
|
<field name="date_closed"/>
|
|
<field name="date_action_last"/>
|
|
<field name="date_action_next"/>
|
|
<separator colspan="4" string="Others"/>
|
|
<field name="id" select="1"/>
|
|
<field name="active" select="2"/>
|
|
<separator colspan="4" string="References"/>
|
|
<field colspan="4" name="ref"/>
|
|
</page>
|
|
<page string="Emails" groups="base.group_extended">
|
|
<group colspan="4">
|
|
<field colspan="4" name="email_cc" widget="char" size="512"/>
|
|
</group>
|
|
<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
|
|
<tree string="History">
|
|
<field name="display_text" string="History Information"/>
|
|
<field name="history" invisible="1"/>
|
|
<button
|
|
string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
|
|
name="%(crm.action_crm_send_mail)d"
|
|
context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
|
|
icon="terp-mail-replied" type="action" />
|
|
</tree>
|
|
<form string="History">
|
|
<group col="4" colspan="4">
|
|
<field name="email_from"/>
|
|
<field name="date"/>
|
|
<field name="email_to" widget="char" size="512"/>
|
|
<field name="email_cc" widget="char" size="512"/>
|
|
<field name="name" colspan="4" widget="char" size="512"/>
|
|
<field name="history" invisible="1"/>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="Details">
|
|
<group attrs="{'invisible': [('history', '!=', True)]}">
|
|
<field name="description" colspan="4" nolabel="1" height="250"/>
|
|
<button colspan="4"
|
|
string="Reply"
|
|
name="%(crm.action_crm_send_mail)d"
|
|
context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
|
|
icon="terp-mail-replied" type="action" />
|
|
</group>
|
|
<group attrs="{'invisible': [('history', '=', True)]}">
|
|
<field name="display_text" colspan="4" nolabel="1" height="250"/>
|
|
</group>
|
|
</page>
|
|
<page string="Attachments">
|
|
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
|
</page>
|
|
</notebook>
|
|
</form>
|
|
</field>
|
|
<button string="Add Internal Note"
|
|
name="%(crm.action_crm_add_note)d"
|
|
context="{'model': 'crm.lead' }"
|
|
icon="terp-document-new" type="action" />
|
|
<button string="Send New Email"
|
|
name="%(crm.action_crm_send_mail)d"
|
|
context="{'mail':'new', 'model': 'crm.case.custom'}"
|
|
icon="terp-mail-message-new" type="action" />
|
|
</page>
|
|
</notebook>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="crm_case_custom_calendar_view">
|
|
<field name="name">Custom Cases - Calendar</field>
|
|
<field name="model">crm.case.custom</field>
|
|
<field name="type">calendar</field>
|
|
<field name="priority" eval="2"/>
|
|
<field name="arch" type="xml">
|
|
<calendar string="Cases"
|
|
date_start="date" color="user_id">
|
|
<field name="name" />
|
|
<field name="partner_id" />
|
|
</calendar>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Custom Cases Search View -->
|
|
|
|
<record id="crm_case_custom_search_view" model="ir.ui.view">
|
|
<field name="name">Custom Cases - Search</field>
|
|
<field name="model">crm.case.custom</field>
|
|
<field name="type">search</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Cases">
|
|
<filter icon="terp-check"
|
|
string="Current"
|
|
default="1" name="current"
|
|
domain="[('state','in',('draft','open'))]"/>
|
|
<filter icon="terp-camera_test"
|
|
string="Open"
|
|
domain="[('state','=','open')]"/>
|
|
<filter icon="terp-gtk-media-pause"
|
|
string="Pending"
|
|
domain="[('state','=','pending')]"/>
|
|
|
|
<separator orientation="vertical"/>
|
|
<filter icon="terp-go-today" string="Today"
|
|
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
|
|
help="Todays' Cases" />
|
|
<filter icon="terp-go-week" string="7 Days"
|
|
help="Cases creating during last 7 days"
|
|
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
|
|
/>
|
|
<separator orientation="vertical"/>
|
|
<field name="name"/>
|
|
<field name="user_id">
|
|
<filter icon="terp-personal-"
|
|
domain="[('user_id','=', False)]"
|
|
help="Unassigned Cases" />
|
|
</field>
|
|
<newline/>
|
|
<group expand="0" string="Extended options..." groups="base.group_extended">
|
|
<field name="create_date" string="Creation Date"/>
|
|
<field name="date_closed"/>
|
|
</group>
|
|
<newline/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
|
|
<filter string="Priority" icon="terp-rating-rated"
|
|
domain="[]" context="{'group_by':'priority'}" />
|
|
<separator orientation="vertical"/>
|
|
<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
|
|
<separator orientation="vertical"/>
|
|
<filter string="Creation" icon="terp-go-month"
|
|
domain="[]" context="{'group_by':'create_date'}" />
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
</data>
|
|
</openerp>
|