[IMP]: Improvement in views for communication history(Added attachments field)
bzr revid: rpa@tinyerp.com-20100525071937-x5yvqdln1waqymj0
This commit is contained in:
parent
252987ae32
commit
c48d694307
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@ -161,16 +161,21 @@
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<field name="email_to"/>
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<field name="email_from"/>
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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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<notebook colspan="4">
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<page string="Details">
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<field name="description" colspan="4" nolabel="1"/>
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</page>
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<page string="Attachments">
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<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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</page>
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</notebook>
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<button colspan="4"
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string="Reply to Last Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
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icon="gtk-undo" type="action" />
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string="Reply to Last Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead'}"
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="name" />
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<field name="date"/>
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<field name="email_from" />
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<field name="email_to"/>
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@ -178,7 +183,7 @@
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</tree>
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</field>
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<button colspan="2" string="Send New Email"
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name="%(action_crm_send_mail)d"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="gtk-go-forward" type="action" />
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<button colspan="2" string="Forward to Partner"
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@ -1,23 +1,23 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<data>
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<!-- Opportunity Categories Form View -->
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<!-- Opportunity Categories Form View -->
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<record id="crm_opportunity_categ_action" model="ir.actions.act_window">
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<field name="name">Opportunity 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.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="context">{'object_id':'crm.lead'}</field>
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</record>
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<record id="crm_opportunity_categ_action" model="ir.actions.act_window">
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<field name="name">Opportunity 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.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="context">{'object_id':'crm.lead'}</field>
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</record>
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<menuitem action="crm_opportunity_categ_action"
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id="menu_crm_case_opportunity-act"
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parent="crm.menu_crm_case_categ" />
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<menuitem action="crm_opportunity_categ_action"
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id="menu_crm_case_opportunity-act"
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parent="crm.menu_crm_case_categ" />
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<!-- Opportunity Stages Form View-->
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<!-- Opportunity Stages Form View-->
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<record id="crm_opportunity_stage_act" model="ir.actions.act_window">
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<field name="name">Opportunity Stages</field>
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@ -32,7 +32,7 @@
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id="menu_crm_opportunity_stage_act"
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parent="crm.menu_crm_case_stage" />
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<!-- Opportunity Resource Type Form View -->
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<!-- Opportunity Resource Type Form View -->
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<record id="crm_opportunity_resource_act" model="ir.actions.act_window">
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<field name="name">Opportunity Resource Type</field>
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@ -47,333 +47,339 @@
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id="menu_crm_opportunity_resource_act"
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parent="crm.menu_crm_case_resource_type" />
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<!-- Opportunities Form View -->
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<!-- Opportunities Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</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="Opportunities">
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<group colspan="4" col="7">
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<field name="name" required="1" string="Opportunity"/>
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<label string="Stage:" align="1.0"/>
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<group colspan="1" col="4">
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<field name="stage_id" nolabel="1"
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on_change="onchange_stage_id(stage_id)"
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widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<button name="stage_previous"
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</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="Opportunities">
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<group colspan="4" col="7">
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<field name="name" required="1" string="Opportunity"/>
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<label string="Stage:" align="1.0"/>
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<group colspan="1" col="4">
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<field name="stage_id" nolabel="1"
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on_change="onchange_stage_id(stage_id)"
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widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<button name="stage_previous"
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states="open,pending" type="object"
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icon="gtk-go-back" string="" />
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<button name="stage_next" states="open,pending"
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type="object" icon="gtk-go-forward" string="" />
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</group>
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<field name="user_id"/>
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<button name="action_makeMeeting" type="object"
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string="Schedule Meeting" icon="gtk-redo" />
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<field name="planned_revenue"/>
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<field name="probability"/>
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<field name="date_deadline" string="Expected Closing"/>
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<button string="Schedule Call"
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name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action" />
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<newline/>
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<field name="date_action"/>
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<field name="priority" string="Priority"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="4" colspan="2">
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<separator colspan="4" string="Contacts"/>
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" string="Email" />
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<field name="phone"/>
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="categ_id" select="1" groups="base.group_extended"
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string="Category" widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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<field name="state"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Mark Lost"
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states="draft,open,pending" type="object"
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icon="gtk-close" />
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<button name="case_close" string="Mark Won"
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states="open,draft,pending" type="object"
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icon="gtk-apply" />
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<button name="case_reset" string="Reset to New"
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states="done,cancel" type="object"
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icon="gtk-convert" />
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</group>
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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="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date"/>
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<field name="email_to"/>
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<field name="email_from"/>
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</group>
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<notebook colspan="4">
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<page string="Details">
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<field name="description" colspan="4" nolabel="1"/>
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</page>
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<page string="Attachments">
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<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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</page>
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</notebook>
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<button colspan="4"
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string="Reply to Last Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead'}"
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="date"/>
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<field name="email_from" />
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<field name="email_to"/>
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<field name="description"/>
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</tree>
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</field>
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<button colspan="2" string="Send New Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="gtk-go-forward" type="action" />
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<button colspan="2" string="Forward to Partner"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="gtk-go-forward" type="action" />
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</page>
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<page string="History" groups="base.group_extended">
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<group col="2" colspan="2">
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<separator string="Dates" colspan="2"/>
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_closed"/>
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<field name="date_open"/>
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</group>
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<group col="2" colspan="2">
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<separator string="Misc" colspan="2"/>
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<field name="active"/>
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<field name="day_open"/>
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<field name="day_close"/>
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<field name="referred"/>
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</group>
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<separator colspan="4" string="References"/>
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<field name="ref"/>
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<field name="ref2"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<tree string="Logs">
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</tree>
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<form string="Logs">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</form>
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</field>
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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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<!-- Opportunities Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_oppor">
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<field name="name">Opportunities Tree</field>
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<field name="model">crm.lead</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="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name" string="Opportunity"/>
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<field name="partner_id"/>
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<field name="stage_id"/>
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<field name="categ_id" invisible="1" groups="base.group_extended"/>
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-back" string="" />
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<button name="stage_next" states="open,pending"
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type="object" icon="gtk-go-forward" string="" />
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</group>
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<field name="user_id"/>
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<button name="action_makeMeeting" type="object"
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string="Schedule Meeting" icon="gtk-redo" />
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<field name="planned_revenue"/>
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<field name="probability"/>
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<field name="date_deadline" string="Expected Closing"/>
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<button string="Schedule Call"
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name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action" />
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<newline/>
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<field name="date_action"/>
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<field name="priority" string="Priority"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="4" colspan="2">
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<separator colspan="4" string="Contacts"/>
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" string="Email" />
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<field name="phone"/>
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="categ_id" select="1" groups="base.group_extended"
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string="Category" widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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icon="gtk-go-forward" />
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<field name="planned_revenue" sum="Total of Planned Revenue"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="date_action"/>
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<field name="section_id" groups="base.group_extended"/>
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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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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Mark Lost"
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states="draft,open,pending" type="object"
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icon="gtk-close" />
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<button name="case_close" string="Mark Won"
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<button name="case_close" string="Won"
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states="open,draft,pending" type="object"
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icon="gtk-apply" />
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<button name="case_reset" string="Reset to New"
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states="done,cancel" type="object"
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icon="gtk-convert" />
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</group>
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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="message_ids" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date"/>
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<field name="email_to"/>
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<field name="email_from"/>
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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"
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string="Reply to Last Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead'}"
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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_to"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="2" string="Send New Email"
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name="%(action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="gtk-go-forward" type="action" />
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<button colspan="2" string="Forward to Partner"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="gtk-go-forward" type="action" />
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</page>
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<page string="History" groups="base.group_extended">
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<group col="2" colspan="2">
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<separator string="Dates" colspan="2"/>
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_closed"/>
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<field name="date_open"/>
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</group>
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<group col="2" colspan="2">
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<separator string="Misc" colspan="2"/>
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<field name="active"/>
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<field name="day_open"/>
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<field name="day_close"/>
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<field name="referred"/>
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</group>
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<separator colspan="4" string="References"/>
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<field name="ref"/>
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<field name="ref2"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<tree string="Logs">
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</tree>
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<form string="Logs">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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</form>
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</field>
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</page>
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</notebook>
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</form>
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</field>
|
||||
</record>
|
||||
|
||||
<!-- Opportunities Tree View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
|
||||
<field name="name">Opportunities Tree</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
|
||||
<field name="date_deadline" invisible="1"/>
|
||||
<field name="create_date"/>
|
||||
<field name="name" string="Opportunity"/>
|
||||
<field name="partner_id"/>
|
||||
<field name="stage_id"/>
|
||||
<field name="categ_id" invisible="1" groups="base.group_extended"/>
|
||||
<button name="stage_previous" string="Previous"
|
||||
states="open,pending" type="object" icon="gtk-go-back" />
|
||||
<button name="stage_next" string="Next"
|
||||
states="open,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<field name="planned_revenue" sum="Total of Planned Revenue"/>
|
||||
<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
|
||||
<field name="date_action"/>
|
||||
<field name="section_id" groups="base.group_extended"/>
|
||||
<field name="user_id"/>
|
||||
<field name="priority"/>
|
||||
<field name="state"/>
|
||||
<button name="case_open" string="Open"
|
||||
states="draft,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<button name="case_close" string="Won"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-apply" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="open,draft" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_cancel" string="Lost"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Opportunities Graph View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
|
||||
<field name="name">CRM - Opportunity Graph</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="planned_revenue" operator="+"/>
|
||||
<field name="state" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Opportunities Search View -->
|
||||
|
||||
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Opportunities Search</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Opportunities">
|
||||
<filter icon="terp-project"
|
||||
string="Current"
|
||||
name="current"
|
||||
domain="[('state','in',('draft','open'))]"/>
|
||||
<filter icon="terp-project"
|
||||
string="Open"
|
||||
domain="[('state','=','open')]"/>
|
||||
<filter icon="terp-project"
|
||||
string="Pending"
|
||||
domain="[('state','=','pending')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter icon="gtk-home" string="Today"
|
||||
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
|
||||
help="Todays' Opportunities" />
|
||||
<filter icon="gtk-media-rewind" string="7 Days"
|
||||
help="Opportunities during last 7 days"
|
||||
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')),\
|
||||
('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" string="Opportunity"/>
|
||||
<field name="user_id" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=', False)]"
|
||||
help="Unassigned Opportunities" />
|
||||
<button name="case_pending" string="Pending"
|
||||
states="open,draft" type="object"
|
||||
icon="gtk-media-pause" />
|
||||
<button name="case_cancel" string="Lost"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
</tree>
|
||||
</field>
|
||||
<field name="section_id"
|
||||
default="context.get('section_id', False)" select="1"
|
||||
widget="selection">
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My Sale Team" />
|
||||
</field>
|
||||
<newline/>
|
||||
<group expand="0" string="Group By..." colspan="16">
|
||||
<filter string="Stage" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'stage_id'}" />
|
||||
<filter string="Priority" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'priority'}" />
|
||||
<filter string="Category" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'categ_id'}" />
|
||||
</record>
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Salesman" icon="terp-crm"
|
||||
domain="[('user_id','=',uid)]" context="{'group_by':'user_id'}" />
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Creation" icon="terp-project"
|
||||
domain="[]" context="{'group_by':'create_date'}" />
|
||||
<filter string="Exp.Closing" icon="terp-project"
|
||||
domain="[]" context="{'group_by':'date_deadline'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
<!-- Opportunities Graph View -->
|
||||
|
||||
<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
|
||||
<field name="name">CRM - Opportunity Graph</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">graph</field>
|
||||
<field name="arch" type="xml">
|
||||
<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
|
||||
<field name="categ_id"/>
|
||||
<field name="planned_revenue" operator="+"/>
|
||||
<field name="state" group="True"/>
|
||||
</graph>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Opportunities Search View -->
|
||||
|
||||
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Opportunities Search</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="type">search</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Opportunities">
|
||||
<filter icon="terp-project"
|
||||
string="Current"
|
||||
name="current"
|
||||
domain="[('state','in',('draft','open'))]"/>
|
||||
<filter icon="terp-project"
|
||||
string="Open"
|
||||
domain="[('state','=','open')]"/>
|
||||
<filter icon="terp-project"
|
||||
string="Pending"
|
||||
domain="[('state','=','pending')]"/>
|
||||
<separator orientation="vertical"/>
|
||||
<filter icon="gtk-home" string="Today"
|
||||
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
|
||||
help="Todays' Opportunities" />
|
||||
<filter icon="gtk-media-rewind" string="7 Days"
|
||||
help="Opportunities during last 7 days"
|
||||
domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')),\
|
||||
('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
|
||||
/>
|
||||
<separator orientation="vertical"/>
|
||||
<field name="name" string="Opportunity"/>
|
||||
<field name="user_id" widget="selection">
|
||||
<filter icon="terp-partner"
|
||||
domain="[('user_id','=', False)]"
|
||||
help="Unassigned Opportunities" />
|
||||
</field>
|
||||
<field name="section_id"
|
||||
default="context.get('section_id', False)" select="1"
|
||||
widget="selection">
|
||||
<filter icon="terp-crm"
|
||||
domain="[('section_id','=',context.get('section_id',False))]"
|
||||
help="My Sale Team" />
|
||||
</field>
|
||||
<newline/>
|
||||
<group expand="0" string="Group By..." colspan="16">
|
||||
<filter string="Stage" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'stage_id'}" />
|
||||
<filter string="Priority" icon="terp-crm" domain="[]"
|
||||
context="{'group_by':'priority'}" />
|
||||
<filter string="Category" icon="terp-crm"
|
||||
domain="[]" context="{'group_by':'categ_id'}" />
|
||||
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Salesman" icon="terp-crm"
|
||||
domain="[('user_id','=',uid)]" context="{'group_by':'user_id'}" />
|
||||
<separator orientation="vertical" />
|
||||
<filter string="Creation" icon="terp-project"
|
||||
domain="[]" context="{'group_by':'create_date'}" />
|
||||
<filter string="Exp.Closing" icon="terp-project"
|
||||
domain="[]" context="{'group_by':'date_deadline'}" />
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Partners inherited form -->
|
||||
|
||||
<record id="view_opp_partner_info_form" model="ir.ui.view">
|
||||
<field name="name">res.partner.opportunity.info.inherit</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="type">form</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="phonecall_ids" position="after">
|
||||
<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
|
||||
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
|
||||
<field name="create_date"/>
|
||||
<field name="partner_name"/>
|
||||
<field name="name"/>
|
||||
<field name="email_from"/>
|
||||
<field name="phone"/>
|
||||
|
||||
<field name="categ_id" invisible="1"/>
|
||||
<field name="type_id" invisible="1"/>
|
||||
<field name="referred" invisible="1"/>
|
||||
|
||||
<field name="stage_id"/>
|
||||
<button name="stage_previous" string="Previous"
|
||||
states="open,pending" type="object" icon="gtk-go-back" />
|
||||
<button name="stage_next" string="Next"
|
||||
states="open,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<field name="section_id"
|
||||
invisible="context.get('invisible_section', True)" />
|
||||
<field name="user_id" />
|
||||
<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 string="Convert to Opportunity"
|
||||
name="convert_opportunity"
|
||||
states="draft,open,pending" icon="gtk-index"
|
||||
type="object" />
|
||||
<button name="case_escalate" string="Escalate"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
</tree>
|
||||
</field>
|
||||
</field>
|
||||
<record id="view_opp_partner_info_form" model="ir.ui.view">
|
||||
<field name="name">res.partner.opportunity.info.inherit</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="type">form</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="phonecall_ids" position="after">
|
||||
<field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
|
||||
<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
|
||||
<field name="create_date"/>
|
||||
<field name="partner_name"/>
|
||||
<field name="name"/>
|
||||
<field name="email_from"/>
|
||||
<field name="phone"/>
|
||||
|
||||
<field name="categ_id" invisible="1"/>
|
||||
<field name="type_id" invisible="1"/>
|
||||
<field name="referred" invisible="1"/>
|
||||
|
||||
<field name="stage_id"/>
|
||||
<button name="stage_previous" string="Previous"
|
||||
states="open,pending" type="object" icon="gtk-go-back" />
|
||||
<button name="stage_next" string="Next"
|
||||
states="open,pending" type="object"
|
||||
icon="gtk-go-forward" />
|
||||
<field name="section_id"
|
||||
invisible="context.get('invisible_section', True)" />
|
||||
<field name="user_id" />
|
||||
<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 string="Convert to Opportunity"
|
||||
name="convert_opportunity"
|
||||
states="draft,open,pending" icon="gtk-index"
|
||||
type="object" />
|
||||
<button name="case_escalate" string="Escalate"
|
||||
states="open,draft,pending" type="object"
|
||||
icon="gtk-go-up" />
|
||||
<button name="case_cancel" string="Cancel"
|
||||
states="draft,open,pending" type="object"
|
||||
icon="gtk-cancel" />
|
||||
</tree>
|
||||
</field>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
|
|
@ -174,31 +174,38 @@
|
|||
<group colspan="4">
|
||||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.claim'}"
|
||||
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="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'crm.claim'}"
|
||||
icon="gtk-go-forward" type="action" />
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'crm.claim'}"
|
||||
icon="gtk-go-forward" type="action" />
|
||||
</page>
|
||||
</notebook>
|
||||
|
||||
|
|
|
@ -195,18 +195,25 @@
|
|||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.fundraising'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
|
|
|
@ -135,18 +135,25 @@
|
|||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.helpdesk'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
|
|
|
@ -223,25 +223,32 @@
|
|||
<page string="History">
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<field name="log_ids" nolabel="1" colspan="4" mode="tree,form" readonly="1">
|
||||
<tree string="Actions">
|
||||
<separator string="Action Information" colspan="4"/>
|
||||
|
|
|
@ -152,26 +152,33 @@
|
|||
<field colspan="4" name="email_cc" string="CC"/>
|
||||
</group>
|
||||
<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'hr.applicant'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</field>
|
||||
<form string="Communication history">
|
||||
<group col="6" colspan="4">
|
||||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'new', 'model': 'hr.applicant'}"
|
||||
|
|
|
@ -112,20 +112,27 @@
|
|||
<field name="date"/>
|
||||
<field name="email_to"/>
|
||||
<field name="email_from"/>
|
||||
</group>
|
||||
<newline/>
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'project.issue'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="description"/>
|
||||
<field name="email_to"/>
|
||||
<field name="date"/>
|
||||
</tree>
|
||||
</group>
|
||||
<notebook colspan="4">
|
||||
<page string="Details">
|
||||
<field name="description" colspan="4" nolabel="1"/>
|
||||
</page>
|
||||
<page string="Attachments">
|
||||
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
|
||||
</page>
|
||||
</notebook>
|
||||
<button colspan="4"
|
||||
string="Reply to Last Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
context="{'mail':'reply', 'model': 'crm.lead'}"
|
||||
icon="gtk-undo" type="action" />
|
||||
</form>
|
||||
<tree string="Communication history">
|
||||
<field name="date"/>
|
||||
<field name="email_from" />
|
||||
<field name="email_to"/>
|
||||
<field name="description"/>
|
||||
</tree>
|
||||
</field>
|
||||
<button colspan="4" string="Send New Email"
|
||||
name="%(crm.action_crm_send_mail)d"
|
||||
|
|
Loading…
Reference in New Issue