odoo/addons/crm/crm_view.xml

744 lines
34 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<menuitem id="base.menu_crm_configuration" name="Cases"
parent="base.menu_base_config" sequence="0"/>
<menuitem id="base.next_id_64" name="Reporting"
parent="base.menu_base_partner" sequence="8" />
<!-- Case Sections Form View -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Sales Team">
<group col="6" colspan="4">
<field name="name" select="1" colspan="4"/>
<field name="code" select="1"/>
<newline/>
<field name="resource_calendar_id" select="2"/>
</group>
<notebook colspan="4">
<page string="Sales Team">
<group col="2" colspan="1">
<separator string="Responsible" colspan="2"/>
<field name="parent_id" select="2" widget="selection"/>
<field name="user_id" select="2"/>
</group>
<group col="2" colspan="1">
<separator string="Contact Information" colspan="2"/>
<field name="server_id" select="2"/>
<field name="reply_to" select="2"/>
</group>
<group col="2" colspan="1">
<separator string="Sales Team Property" colspan="2"/>
<field name="active" select="2"/>
<field name="allow_unlink" select="2"/>
</group>
<separator string="Members List" colspan="4"/>
<field name="member_ids" nolabel="1" colspan="4"/>
<separator string="Note" colspan="4"/>
<field name="note" select="1" colspan="4" nolabel="1"/>
</page>
</notebook>
</form>
</field>
</record>
<!-- Case Sections Tree View -->
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
<field name="model">crm.case.section</field>
<field name="type">tree</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team">
<field name="name" select="1"/>
<field name="code" select="1"/>
<field name="user_id" select="1"/>
</tree>
</field>
</record>
<!-- Case Sections Action -->
<record id="crm_case_section_act" model="ir.actions.act_window">
<field name="name">Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
<!-- CRM Stage Tree View -->
<record model="ir.ui.view" id="crm_case_stage_tree">
<field name="name">crm.case.stage.tree</field>
<field name="model">crm.case.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="probability"/>
<field name="section_id"/>
</tree>
</field>
</record>
<!-- CRM Stage Form View -->
<record model="ir.ui.view" id="crm_case_stage_form">
<field name="name">crm.case.stage.form</field>
<field name="model">crm.case.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<separator string="Stage Definition" colspan="4"/>
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="object_id" invisible="1" />
<field name="sequence"/>
<field name="probability"/>
<field name="on_change"/>
<separator string="Requirements" colspan="4"/>
<field name="requirements" nolabel="1" colspan="4"/>
</form>
</field>
</record>
<!-- CRM Stage Action -->
<record id="crm_case_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
<menuitem id="menu_crm_case_stage" name="Stages" parent="base.menu_crm_configuration"/>
<!-- Case Categories Form View -->
<record id="crm_case_categ-view" model="ir.ui.view">
<field name="name">crm.case.categ.form</field>
<field name="model">crm.case.categ</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Case Category">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="object_id" invisible="1" />
</form>
</field>
</record>
<!-- Case Categories Tree View -->
<record id="crm_case_categ_tree-view" model="ir.ui.view">
<field name="name">crm.case.categ.tree</field>
<field name="model">crm.case.categ</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Case Category">
<field name="name"/>
<field name="section_id"/>
</tree>
</field>
</record>
<!-- Case Categories Action -->
<record id="crm_case_categ-act" model="ir.actions.act_window">
<field name="name">Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_categ_tree-view"/>
</record>
<menuitem id="menu_crm_case_categ" name="Categories" parent="base.menu_crm_configuration"/>
<menuitem action="crm_case_section_act"
id="menu_crm_case_section_act"
parent="base.menu_crm_configuration" />
<!-- Resource Type of case Tree View -->
<record model="ir.ui.view" id="crm_case_resource_type_tree">
<field name="name">crm.case.resource.type.tree</field>
<field name="model">crm.case.resource.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Resource Type">
<field name="name"/>
<field name="object_id"/>
<field name="section_id"/>
</tree>
</field>
</record>
<!-- Resource Type of case Form View -->
<record model="ir.ui.view" id="crm_case_resource_type_form">
<field name="name">crm.case.resource.type.form</field>
<field name="model">crm.case.resource.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Resource Type">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="object_id" />
</form>
</field>
</record>
<!-- Resource Type of case Action -->
<record id="crm_case_resource_type_act" model="ir.actions.act_window">
<field name="name">Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_resource_type_tree"/>
</record>
<menuitem id="menu_crm_case_resource_type" name="Resource Type"
parent="base.menu_crm_configuration" />
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
<field name="name">Cases by section</field>
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
<!-- Cases Tree View -->
<record id="crm_case_log_tree-view" model="ir.ui.view">
<field name="name">crm.case.log.tree</field>
<field name="model">crm.case.log</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Case logs">
<field name="date"/>
<field name="name"/>
<field name="user_id"/>
<field name="section_id"/>
<!--
<field name="som"/>
<field name="canal_id"/>
-->
</tree>
</field>
</record>
<!--Case History Tree View -->
<record id="crm_case_history_tree-view" model="ir.ui.view">
<field name="name">crm.case.history.tree</field>
<field name="model">crm.case.history</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Case History">
<field name="date"/>
<field name="name"/>
<field name="user_id"/>
<!--
<field name="som"/>
<field name="canal_id"/>
-->
</tree>
</field>
</record>
<!-- Case Calendar View -->
<record id="crm_case_calendar-view" model="ir.ui.view">
<field name="name">crm.case.calendar</field>
<field name="model">mailgate.thread</field>
<field name="type">calendar</field>
<field name="arch" type="xml">
<calendar color="user_id" date_start="create_date"
date_stop="date_deadline" day_length="12"
string="Cases">
<field name="name" />
<field name="partner_id" />
<field name="state" />
</calendar>
</field>
</record>
<!-- Case Tree View -->
<record id="crm_case_tree-view" model="ir.ui.view">
<field name="name">crm.case.tree</field>
<field name="model">mailgate.thread</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="red:date_deadline&lt;current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
<field name="id"/>
<field name="section_id"/>
<field name="create_date"/>
<field name="date_deadline"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="state"/>
<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"
groups="base.group_extended"
type="object" icon="gtk-go-up" />
<button name="case_reset" states="done,cancel"
string="Reset to Draft" type="object"
icon="gtk-convert" />
</tree>
</field>
</record>
<!-- Case Form View -->
<record id="crm_case-view" model="ir.ui.view">
<field name="name">crm.case.form</field>
<field name="model">mailgate.thread</field>
<field name="type">form</field>
<field name="priority" eval="1"/>
<field name="arch" type="xml">
<form string="Cases">
<field colspan="4" name="name" select="1"/>
<field colspan="2" name="section_id" widget="selection"/>
<field name="create_date" select="1"/>
<field name="date_deadline"/>
<newline />
<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)"
/>
<newline />
<field colspan="3" name="email_from"
/>
<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"
groups="base.group_extended"
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" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<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"/>
<field name="user_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<!-- TODO-->
<!-- <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_to"/>
<field name="email_from"/>
<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="%(action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.case'}"
icon="gtk-undo" type="action" />
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email_to"/>
<field name="date"/>
</tree>
</field> -->
<button colspan="4" string="Send New Email"
name="%(action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.case'}"
icon="gtk-go-forward" type="action" />
</page>
</notebook>
</form>
</field>
</record>
<!-- Case Search View -->
<record id="view_crm_case_filter" model="ir.ui.view">
<field name="name">crm.case.select</field>
<field name="model">mailgate.thread</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Case">
<group col='6' colspan='4'>
<filter icon="terp-partner" string="My Cases"
domain="[('user_id','=',uid)]" separator="1"
default="1" help="Cases Related to Current User" />
<field name="state" select="1">
<filter icon="gtk-new"
domain="[('state','in',('draft', 'open'))]"
help="Current Cases" />
<filter icon="gtk-yes"
domain="[('state','=','open')]" help="Open Cases" />
<filter icon="gtk-media-pause"
domain="[('state','=','pending')]"
help="Pending Cases" />
</field>
<separator orientation="vertical" />
<field name="name" select='1' />
<field name="user_id" select="1"
widget="selection" />
</group>
<field name="section_id"
default="context.get('section_id', False)" select="1"
widget="selection"/>
</search>
</field>
</record>
<record id="crm_case_categ0-act" model="ir.actions.act_window">
<field name="name">Cases</field>
<field name="res_model">mailgate.thread</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_tree-view"/>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<record id="crm_case_categ0-act_open" model="ir.actions.act_window">
<field name="name">Open Cases</field>
<field name="res_model">mailgate.thread</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="search_view_id" ref="view_crm_case_filter"/>
</record>
<record id="crm_case_section_open_act" model="ir.actions.act_window">
<field name="name">Cases</field>
<field name="res_model">mailgate.thread</field>
<field name="domain">[('section_id','child_of',[active_id])]</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar</field>
</record>
<record id="ir_open_section_case" model="ir.values">
<field eval="'tree_but_open'" name="key2"/>
<field eval="'crm.case.section'" name="model"/>
<field name="name">Open Cases</field>
<field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
<field eval="True" name="object"/>
</record>
<!--Case History Form View -->
<record id="crm_case_history-view" model="ir.ui.view">
<field name="name">crm.case.history.form</field>
<field name="model">crm.case.history</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Cases">
<separator colspan="4" string="Case Description"/>
<field colspan="4" name="name" select="1"/>
<field name="date" select="1"/>
<field name="user_id" select="1"/>
<field name="model_id"/>
<field name="res_id"/>
<field name="som"/>
<field name="canal_id"/>
<field colspan="4" name="description"/>
</form>
</field>
</record>
<!--Case History Search View -->
<record id="crm_case_history_search" model="ir.ui.view">
<field name="name">crm.case.history.select</field>
<field name="model">crm.case.history</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Histories">
<filter icon="terp-crm" string="My Histories"
domain="[('user_id','=',uid)]"
help="My Histories" />
<separator orientation="vertical"/>
<group col="6" colspan="2">
<field name="date" select="1"/>
<field name="user_id" select="1" widget="selection"/>
<field name="section_id"
default="context.get('section_id', False)"
select="1" widget="selection"/>
</group>
</search>
</field>
</record>
<!--Case History Action -->
<record id="crm_case_history-act" model="ir.actions.act_window">
<field name="name">Histories</field>
<field name="res_model">crm.case.history</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_history_tree-view"/>
<field name="search_view_id" ref="crm_case_history_search"/>
</record>
<!-- Segmentation line Tree View -->
<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.tree</field>
<field name="model">crm.segmentation.line</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Partner Segmentation Lines">
<field name="name"/>
<field name="expr_name"/>
<field name="expr_operator"/>
<field name="expr_value"/>
<field name="operator"/>
</tree>
</field>
</record>
<!-- Segmentation line Form View -->
<record id="crm_segmentation_line-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.form</field>
<field name="model">crm.segmentation.line</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Partner Segmentation Lines">
<field colspan="4" name="name" select="1"/>
<group col="2" colspan="4">
<field name="expr_name"/>
<field name="expr_operator"/>
<field name="expr_value"/>
</group>
<newline/>
<field name="operator"/>
</form>
</field>
</record>
<!-- CRM Segmentation Form View -->
<record id="crm_segmentation-view" model="ir.ui.view">
<field name="name">crm.segmentation.form</field>
<field name="model">crm.segmentation</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Partner Segmentation">
<group col="6" colspan="4">
<field name="name" select="1"/>
<field name="categ_id"/>
<field name="exclusif"/>
</group>
<notebook colspan="4">
<page string="Sales Purchase">
<field name="sales_purchase_active"/>
<separator colspan="4" string="State of Mind Computation"/>
<field name="som_interval"/>
<field name="som_interval_max"/>
<field name="som_interval_decrease"/>
<field name="som_interval_default"/>
<separator colspan="4" string="Segmentation Test"/>
<field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
</page>
<page string="Description">
<field colspan="4" name="description" nolabel="1"/>
</page>
</notebook>
<field name="state"/>
<group col="3" colspan="2">
<button name="process_start"
states="not running"
string="Compute Segmentation" type="object"
icon="gtk-execute" />
<button name="process_stop" states="running"
string="Stop Process" type="object"
icon="gtk-cancel" />
<button name="process_continue" states="running"
string="Continue Process" type="object"
icon="gtk-go-forward" />
</group>
</form>
</field>
</record>
<!-- CRM Segmentation Tree View -->
<record id="crm_segmentation_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.tree</field>
<field name="model">crm.segmentation</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Partner Segmentations">
<field name="name"/>
<field name="description"/>
<field name="categ_id"/>
</tree>
</field>
</record>
<record id="crm_segmentation-act" model="ir.actions.act_window">
<field name="name">Segmentations</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_segmentation-view"/>
</record>
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
<field name="name">Segmentations</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem action="crm_segmentation_tree-act"
id="menu_crm_segmentation-act"
groups="base.group_extended"
parent="base.menu_crm_configuration" />
<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
<field name="name">view.users.form.crm.modif.inherited1</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form_simple_modif" />
<field name="type">form</field>
<field name="arch" type="xml">
<page string="Current Activity" position="inside">
<field name="context_section_id" completion="1"
widget="selection"
context="{'user_prefence':True}" />
</page>
</field>
</record>
<record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
<field name="name">view.users.form.crm.modif.inherited2</field>
<field name="model">res.users</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="password" position="after">
<field name="context_section_id" completion="1" widget="selection"/>
</field>
</field>
</record>
<!-- Inherit View From Partner -->
<record id="view_partners_form_crm1" model="ir.ui.view">
<field name="name">view.res.partner.form.crm.inherited1</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="parent_id" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</record>
<record id="view_partners_form_crm2" model="ir.ui.view">
<field name="name">view.res.partner.tree.crm.inherited2</field>
<field name="model">res.partner</field>
<field name="type">tree</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="lang" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</record>
<record id="view_partners_form_crm3" model="ir.ui.view">
<field name="name">view.res.partner.search.crm.inherited3</field>
<field name="model">res.partner</field>
<field name="type">search</field>
<field name="inherit_id" ref="base.view_res_partner_filter"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="category_id" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</record>
</data>
</openerp>