558 lines
30 KiB
XML
558 lines
30 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-crm" id="menu_crm" name="CRM & SRM"/>-->
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<menuitem id="menu_crm_configuration" name="Cases" parent="base.menu_base_config" sequence="0"/>
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<wizard id="wizard_crm_send_mail" model="crm.case.history" name="crm.send.mail" string="Send Mail" menu="False"/>
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<wizard id="wizard_crm_new_send_mail" model="crm.case" name="crm.new.send.mail" string="Send New Mail" menu="False"/>
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<!-- Case Sections -->
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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="Case Section">
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<notebook>
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<page string="Case section">
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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="2"/>
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<field name="active" select="2"/>
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<field name="parent_id" select="2" widget="selection"/>
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<field name="allow_unlink" select="2"/>
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<field name="reply_to" select="2"/>
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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_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="Case Section">
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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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<record id="crm_case_section_act" model="ir.actions.act_window">
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<field name="name">Sections</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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# ------------------------------------------------------
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# Stage
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# ------------------------------------------------------
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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="section_id"/>
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</tree>
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</field>
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</record>
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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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<field name="name" select="1"/>
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<field name="section_id" select="1" widget="selection"/>
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<field name="object_id" invisible="1" />
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<field name="sequence"/>
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</form>
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</field>
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</record>
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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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<menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
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<!-- Case Categories -->
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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" widget="selection"/>
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<field name="object_id" invisible="1" />
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<field name="probability"/>
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</form>
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</field>
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</record>
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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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<field name="probability"/>
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</tree>
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</field>
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</record>
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<record id="crm_case_categ-act" model="ir.actions.act_window">
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<field name="name">Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_categ_tree-view"/>
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</record>
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<menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
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<menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="crm.menu_crm_configuration"/>
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<!-- <menuitem id="next_id_52" name="All Cases" parent="crm.menu_crm" sequence="1"/>-->
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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 section</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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<!-- <menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>-->
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<record id="view_crm_email_add_cc_wizard" model="ir.ui.view">
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<field name="name">Add CC</field>
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<field name="model">crm.email.add.cc</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="Add CC">
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<field name="name"/>
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<field name="subject"/>
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<separator string="" colspan="4"/>
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<newline/>
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<field name="user_id"
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attrs="{ 'required' : [('name','=','user')]}"
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on_change="change_email(user_id, partner_id)"/>
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<field name="partner_id"
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attrs="{'required' : [('name','=','partner')]}"
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on_change="change_email(user_id, partner_id)"/>
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<field name="email"/>
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<button name="add_cc" string="Ok" type="object" icon="gtk-go-forward"/>
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</form>
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</field>
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</record>
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<record id="action_view_crm_email_add_cc_wizard" model="ir.actions.act_window">
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<field name="name">Add CC</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">crm.email.add.cc</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- Cases -->
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<record id="crm_case_log_tree-view" model="ir.ui.view">
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<field name="name">crm.case.log.tree</field>
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<field name="model">crm.case.log</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 logs">
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<field name="date"/>
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<field name="name"/>
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<field name="som"/>
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<field name="user_id"/>
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<field name="section_id"/>
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<field name="canal_id"/>
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</tree>
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</field>
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</record>
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<record id="crm_case_history_tree-view" model="ir.ui.view">
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<field name="name">crm.case.history.tree</field>
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<field name="model">crm.case.history</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 History">
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<field name="date"/>
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<field name="name"/>
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<field name="som"/>
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<field name="user_id"/>
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<field name="canal_id"/>
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</tree>
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</field>
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</record>
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<record id="crm_case_calendar-view" model="ir.ui.view">
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<field name="name">crm.case.calendar</field>
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<field name="model">crm.case</field>
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<field name="type">calendar</field>
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<field name="arch" type="xml">
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<calendar color="user_id" date_start="date" date_stop="date_deadline" day_length="12" string="Cases">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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</calendar>
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</field>
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</record>
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<record id="crm_case_tree-view" model="ir.ui.view">
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<field name="name">crm.case.tree</field>
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<field name="model">crm.case</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';black:state in ('draft', 'cancel','done','pending')" string="Cases">
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<field name="id"/>
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<field name="section_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="state"/>
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<button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
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<button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
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<button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
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<button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
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<button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
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<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
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</tree>
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</field>
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</record>
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<record id="crm_case-view" model="ir.ui.view">
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<field name="name">crm.case.form</field>
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<field name="model">crm.case</field>
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<field name="type">form</field>
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<field name="priority" eval="1"/>
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<field name="arch" type="xml">
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<form string="Cases">
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<field colspan="4" name="name" select="1"/>
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<field colspan="2" name="section_id" widget="selection"/>
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<field name="date" select="1"/>
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<field name="date_deadline" select="2"/>
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<newline />
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<notebook colspan="4">
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<page string="General">
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<group col="8" colspan="4">
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<field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
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<field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
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<newline/>
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<field colspan="3" name="email_from" select="2"/>
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<button name="remind_partner" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
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<field name="user_id" select="1"/>
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<button name="remind_user" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
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</group>
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<separator colspan="4" string="Description"/>
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<field name="description" colspan="4" nolabel="1"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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<field name="state" select="1"/>
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<button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
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<button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
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<button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
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<button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
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<button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
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<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
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</group>
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</page>
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<page string="History" groups="base.group_extended">
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<field name="id" select="1"/>
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<field name="active" select="2"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field colspan="4" name="log_ids" nolabel="1">
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<form string="Actions">
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<separator colspan="4" string="Action Information"/>
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<field colspan="4" name="name"/>
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<field name="date" select="2"/>
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<field name="user_id" select="2"/>
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<field name="som" select="2"/>
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<field name="canal_id"/>
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</form>
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</field>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="7" colspan="4">
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<field name="date"/>
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<field name="email"/>
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<field name="canal_id"/>
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<button
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string="Add a CC"
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name="%(crm.action_view_crm_email_add_cc_wizard)d"
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icon="gtk-add" type="action"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4" string="Reply to Last Email" name="%(wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email" name="%(wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
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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="view_crm_case_filter" model="ir.ui.view">
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<field name="name">crm.case.select</field>
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<field name="model">crm.case</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Case">
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<group col='6' colspan='4'>
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<filter icon="terp-partner" string="My Cases"
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domain="[('user_id','=',uid)]" separator="1"
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default="1" help="Cases Related to Current User"
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/>
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<field name="state" select="1">
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<filter icon="gtk-new" domain="[('state','in',('draft', 'open'))]" help="Current Cases"/>
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<filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Cases"/>
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<filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Cases"/>
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</field>
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<separator orientation="vertical"/>
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<field name="name" select='1'/>
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<field name="user_id" select="1" widget="selection"/>
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</group>
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<field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section"/>
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</search>
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</field>
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</record>
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<record id="crm_case_categ0-act" model="ir.actions.act_window">
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<field name="name">Cases</field>
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<field name="res_model">crm.case</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_tree-view"/>
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<field name="search_view_id" ref="view_crm_case_filter"/>
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</record>
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<!-- <menuitem action="crm_case_categ0-act" id="menu_crm_case_categ0-act" parent="crm.next_id_52"/>-->
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<record id="crm_case_categ0-act_open" model="ir.actions.act_window">
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<field name="name">Open Cases</field>
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<field name="res_model">crm.case</field>
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<field name="view_type">form</field>
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<field name="domain">[('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
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<field name="search_view_id" ref="view_crm_case_filter"/>
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</record>
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<record id="crm_case_section_open_act" model="ir.actions.act_window">
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<field name="name">Cases</field>
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<field name="res_model">crm.case</field>
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<field name="domain">[('section_id','child_of',[active_id])]</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,calendar</field>
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</record>
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<record id="ir_open_section_case" model="ir.values">
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<field eval="'tree_but_open'" name="key2"/>
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<field eval="'crm.case.section'" name="model"/>
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<field name="name">Open Cases</field>
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<field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
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<field eval="True" name="object"/>
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</record>
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<record id="crm_case_history-view" model="ir.ui.view">
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<field name="name">crm.case.history.form</field>
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<field name="model">crm.case.history</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="Cases">
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<separator colspan="4" string="Case Description"/>
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<field colspan="4" name="name" select="1"/>
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<field name="date" select="1"/>
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<field name="user_id" select="1"/>
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<field name="model_id" select="2"/>
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<field name="res_id" select="2"/>
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<field name="som" select="2"/>
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<field name="canal_id" select="2"/>
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<field colspan="4" name="description" select="2"/>
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</form>
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</field>
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</record>
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<record id="crm_case_history_search" model="ir.ui.view">
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<field name="name">crm.case.history.select</field>
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<field name="model">crm.case.history</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Histories">
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<filter icon="terp-crm" string="My Histories" domain="[('user_id','=',uid)]" help="My Histories"/>
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<separator orientation="vertical"/>
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<group col="6" colspan="2">
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<field name="date" select="1"/>
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<field name="user_id" select="1" widget="selection"/>
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<field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section"/>
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</group>
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</search>
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</field>
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</record>
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<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>
|
|
<!-- <menuitem action="crm_case_history-act" id="menu_crm_case_history-act_main" name="Cases Histories" parent="crm.next_id_52"/>-->
|
|
|
|
<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>
|
|
|
|
<record id="crm_segmentation_line-view" model="ir.ui.view">
|
|
<field name="name">crm.segmentation.line.form</field>
|
|
<field name="model">crm.segmentation.line</field>
|
|
<field name="type">form</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Partner Segmentation Lines">
|
|
<field colspan="4" name="name" select="1"/>
|
|
<group col="2" colspan="4">
|
|
<field name="expr_name" select="2"/>
|
|
<field name="expr_operator" select="2"/>
|
|
<field name="expr_value" select="2"/>
|
|
</group>
|
|
<newline/>
|
|
<field name="operator"/>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<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" select="2"/>
|
|
<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" select="2" 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>
|
|
<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" parent="crm.menu_crm_configuration"/>
|
|
<!---->
|
|
<!-- <act_window domain="[('section_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_section_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.section" view_mode="tree,form,calendar" view_type="form"/>-->
|
|
<!---->
|
|
<!-- <act_window domain="[('categ_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_categ_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.categ" view_mode="tree,form,calendar" view_type="form"/>-->
|
|
<!---->
|
|
<!-- <act_window domain="[('partner_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner" view_mode="tree,form,calendar" view_type="form"/>-->
|
|
<!---->
|
|
<!-- <act_window domain="[('canal_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_canal_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner.canal" view_mode="tree,form,calendar" view_type="form"/>-->
|
|
<!---->
|
|
<!-- <act_window domain="[('user_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_users_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.users" view_mode="tree,form,calendar" view_type="form"/>-->
|
|
|
|
|
|
<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>
|
|
|
|
</data>
|
|
</openerp>
|