611 lines
22 KiB
XML
611 lines
22 KiB
XML
<?xml version="1.0"?>
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<terp>
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<data>
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<menuitem name="CRM & SRM" icon="terp-crm" id="menu_crm"/>
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<record model="ir.ui.view" id="res_partner_events-wopartner-view">
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<field name="name">res.partner.events.form</field>
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<field name="model">res.partner.events</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Partner Events">
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<separator string="General Description"/>
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<field name="date" select="1"/>
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<field name="name" select="1"/>
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<field name="som" select="2"/>
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<field name="type" select="2"/>
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<field name="partner_type" select="2"/>
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</tree>
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</field>
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</record>
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# ------------------------------------------------------
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# Case Sections
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_section_view_form">
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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="sequence"/>
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<field name="active" select="2"/>
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<field name="user_id" select="2"/>
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<field name="parent_id" select="2"/>
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<field name="reply_to" select="2"/>
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<label string="Complete this if you use the mail gateway." colspan="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 model="ir.ui.view" id="crm_case_section_view_tree">
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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 model="ir.actions.act_window" id="crm_case_section_act">
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_section_view_tree"/>
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</record>
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<menuitem name="CRM & SRM/Configuration/Cases/Sections"
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id="menu_crm_case_section_act" action="crm_case_section_act"
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groups="base.group_admin"/>
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<record model="ir.actions.act_window" id="crm_case_section_act_tree">
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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 name="CRM & SRM/Cases/Cases by Section"
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id="menu_crm_case_section_act_tree" action="crm_case_section_act_tree"
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groups="base.group_admin"/>
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# ------------------------------------------------------
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# Case Categories
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_categ-view">
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<field name="name">crm.case.categ.form</field>
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<field name="model">crm.case.categ</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Case Category">
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<field name="name" select="1"/>
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<field name="section_id" select="1"/>
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<field name="probability"/>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_categ_tree-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 model="ir.actions.act_window" id="crm_case_categ-act">
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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 name="CRM & SRM/Configuration/Cases/Categories"
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id="menu_crm_case_categ-act" action="crm_case_categ-act"
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groups="base.group_admin"/>
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# ------------------------------------------------------
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# Case rules
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_rule-view">
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<field name="name">crm.case.rule.form</field>
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<field name="model">crm.case.rule</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 Rule">
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<notebook>
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<page string="Rule Information">
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<separator string="General Information" colspan="4"/>
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<field name="name" select="1"/>
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<field name="active" select="2"/>
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<separator string="Criterions to be checked" colspan="4"/>
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<field name="trg_state_from" select="2"/>
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<field name="trg_state_to" select="2"/>
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<field name="trg_section_id" select="1"/>
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<field name="trg_categ_id"/>
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<field name="trg_user_id" select="2"/>
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<newline/>
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<field name="trg_priority_from"/>
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<field name="trg_priority_to"/>
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<field name="trg_partner_id"/>
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<field name="trg_partner_categ_id"/>
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<field name="trg_date_type"/>
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<label string="Delay after trigger date:" align="1.0"/>
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<group colspan="1" col="2">
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<field name="trg_date_range" nolabel="1"/>
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<field name="trg_date_range_type" nolabel="1"/>
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</group>
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<separator string="Actions to execute" colspan="4"/>
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<field name="act_state"/>
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<field name="act_section_id"/>
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<field name="act_user_id"/>
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<field name="act_priority"/>
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<field name="act_remind_user"/>
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<field name="act_remind_partner"/>
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<field name="act_remind_attach"/>
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<field name="act_email_cc" colspan="4"/>
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<!--
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<field name="act_method" colspan="4" readonly="1"/>
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-->
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</page><page string="E-Mail Information">
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<separator string="Email to send" colspan="4"/>
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<field name="act_mail_to_user"/>
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<field name="act_mail_to_partner"/>
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<field name="act_mail_to_watchers"/>
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<field name="act_mail_to_email" colspan="4"/>
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<field name="act_mail_body" colspan="4"/>
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<group col="2" colspan="4" string="Special Keywords">
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<label align="0.0" string="%%(case_id)s = Case ID"/>
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<label align="0.0" string="%%(case_subject)s = Case subject"/>
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<label align="0.0" string="%%(case_date)s = Creation date"/>
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<label align="0.0" string="%%(email_from)s = Partner email"/>
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<label align="0.0" string="%%(partner)s = Partner name"/>
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<label align="0.0" string="%%(partner_email)s = Partner email"/>
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<label align="0.0" string="%%(case_user)s = Responsible name"/>
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<label align="0.0" string="%%(case_user_email)s = Responsible email"/>
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<label align="0.0" string="%%(case_user_phone)s = Responsible phone"/>
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</group>
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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 model="ir.ui.view" id="crm_case_rule_tree-view">
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<field name="name">crm.case.rule.tree</field>
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<field name="model">crm.case.rule</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 Rule">
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<field name="name"/>
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<field name="active"/>
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</tree>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_case_rule-act">
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<field name="res_model">crm.case.rule</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_rule_tree-view"/>
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</record>
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<menuitem name="CRM & SRM/Configuration/Cases/Rules"
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id="menu_crm_case_rule-act" action="crm_case_rule-act"
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groups="base.group_admin"/>
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# ------------------------------------------------------
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# Cases
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_log_tree-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="canal_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_history_tree-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 model="ir.ui.view" id="crm_case_calendar-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 string="Cases" color="user_id" date_start="date" date_stop="date_deadline" day_length="12">
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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 model="ir.ui.view" id="crm_case_tree-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 string="Cases" colors="red:date_deadline<current_date and state=='open'">
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<field name="id"/>
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<field name="date"/>
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<field name="date_deadline"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Planned revenue"/>
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<field name="planned_cost" sum="Planned costs"/>
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<field name="state"/>
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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-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="arch" type="xml">
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<form string="Cases">
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<notebook>
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<page string="General">
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<group col="8" colspan="4">
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<field name="name" select="1" colspan="4"/>
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<field name="section_id" colspan="3"/>
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<field name="date" select="1"/>
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<field name="date_deadline" select="2"/>
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<field name="priority" colspan="3"/>
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="4"/>
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<field name="partner_address_id" select="2" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="3"/>
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<newline/>
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<field name="email_from" select="2" colspan="3"/>
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<button name="remind_partner" string="Send Reminder" states="open,pending" type="object"/>
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<field name="user_id" select="1"/>
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<button name="remind_user" string="Send Reminder" states="open,pending" type="object"/>
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</group>
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<separator colspan="4"/>
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<field name="history_line" colspan="2" nolabel="1" mode="tree,form">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date" select="1"/>
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<field name="email" select="1"/>
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<field name="canal_id" select="2"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1" select="2"/>
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</form>
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<tree string="Communication history">
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<field name="note"/>
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</tree>
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</field>
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<group col="2" colspan="2" expand="1">
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<field name="canal_id"/>
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<button name="add_reply" string="Add Last Mail for Replying"
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states="open" type="object" colspan="2"/>
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<field name="description" colspan="2" select="2" nolabel="1"/>
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<button name="case_log_reply"
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string="Send Partner & Historize" states="open"
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type="object"/>
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<button name="case_log" string="Historize" states="open"
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type="object"/>
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</group>
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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" string="Close" states="open,draft,pending" type="object"/>
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<button name="case_open" string="Open" states="draft,pending" type="object"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
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<button name="case_pending" string="Pending" states="draft,open" type="object"/>
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
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</group>
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</page>
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<page string="Extra Info">
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<field name="id" select="1"/>
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<field name="active" select="2"/>
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<field name="email_cc" colspan="4"/>
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<field name="categ_id" select="2" on_change="onchange_categ_id(categ_id)"/>
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<field name="som" select="2"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<field name="date_action_last"/>
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<field name="date_action_next"/>
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<separator colspan="4" string="Estimates"/>
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<field name="planned_revenue"/>
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<field name="planned_cost"/>
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<field name="probability"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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</page>
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<page string="History">
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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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" 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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</notebook>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_case_categ0-act">
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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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</record>
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<menuitem name="CRM & SRM/Cases/All Cases" id="menu_crm_case_categ0-act" action="crm_case_categ0-act"/>
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<record model="ir.actions.act_window" id="crm_case_categ0-act_open">
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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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</record>
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<menuitem name="CRM & SRM/Cases/All Cases/" id="menu_crm_case_categ0-act_open" action="crm_case_categ0-act_open"/>
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<record model="ir.actions.act_window" id="crm_case_categ0-act_my">
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<field name="name">My 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_mode">tree,form</field>
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<field name="domain">[('user_id','=',uid)]</field>
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</record>
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<menuitem name="CRM & SRM/Cases/My Cases" id="menu_crm_case_categ0-act_my" action="crm_case_categ0-act_my"/>
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<record model="ir.actions.act_window" id="crm_case_categ0-act_my_open">
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<field name="name">My 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="view_mode">tree,form</field>
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<field name="domain">[('user_id','=',uid),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
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</record>
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<menuitem name="CRM & SRM/Cases/My Cases/" id="menu_crm_case_categ0-act_my_open" action="crm_case_categ0-act_my_open"/>
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<record model="ir.actions.act_window" id="crm_case_section_open_act">
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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</field>
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</record>
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<record model="ir.values" id="ir_open_section_case">
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<field name="key2" eval="'tree_but_open'"/>
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<field name="model" eval="'crm.case.section'"/>
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<field name="name">Open Cases</field>
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<field name="value" eval="'ir.actions.act_window,%d'%crm_case_section_open_act"/>
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<field name="object" eval="True"/>
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</record>
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<record model="ir.ui.view" id="crm_case_history-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 string="Case Description" colspan="4"/>
|
|
<field name="name" colspan="4" select="1"/>
|
|
<field name="date" select="1"/>
|
|
<field name="user_id" select="1"/>
|
|
<field name="case_id" select="2"/>
|
|
<field name="som" select="2"/>
|
|
<field name="canal_id" select="2"/>
|
|
<field name="description" colspan="4" select="2"/>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<record model="ir.actions.act_window" id="crm_case_history-act">
|
|
<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"/>
|
|
</record>
|
|
<menuitem name="CRM & SRM/Cases/Cases Histories"
|
|
id="menu_crm_case_history-act_main" groups="base.group_admin"/>
|
|
<menuitem name="CRM & SRM/Cases/Cases Histories/All Histories"
|
|
id="menu_crm_case_history-act" action="crm_case_history-act"
|
|
groups="base.group_admin"/>
|
|
<record model="ir.actions.act_window" id="crm_case_history_my-act">
|
|
<field name="name">My 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="domain">[('user_id','=',uid)]</field>
|
|
</record>
|
|
<menuitem name="CRM & SRM/Cases/Cases Histories/"
|
|
id="menu_crm_case_history_my-act" action="crm_case_history_my-act"
|
|
groups="base.group_admin"/>
|
|
|
|
<record model="ir.ui.view" id="crm_segmentation_line_tree-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 model="ir.ui.view" id="crm_segmentation_line-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 name="name" select="1" colspan="4"/>
|
|
<group colspan="4" col="2">
|
|
<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 model="ir.ui.view" id="crm_segmentation-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">
|
|
<notebook>
|
|
<page string="Segmentation">
|
|
<separator string="Segmentation Description" colspan="4"/>
|
|
<field name="name" select="1"/>
|
|
<field name="exclusif"/>
|
|
<newline/>
|
|
<field name="categ_id" select="2" colspan="2"/>
|
|
<newline/>
|
|
<field name="description" select="2" colspan="4"/>
|
|
<field name="state"/>
|
|
<group col="3" colspan="2">
|
|
<button name="process_start" states="not running" string="Compute Segmentation" type="object"/>
|
|
<button name="process_stop" states="running" string="Stop Process" type="object"/>
|
|
<button name="process_continue" states="running" string="Continue Process" type="object"/>
|
|
</group>
|
|
</page>
|
|
<page string="Sales Purchase">
|
|
<field name="sales_purchase_active"/>
|
|
<separator string="State of Mind Computation" colspan="4"/>
|
|
<field name="som_interval"/>
|
|
<field name="som_interval_max"/>
|
|
<field name="som_interval_decrease"/>
|
|
<field name="som_interval_default"/>
|
|
<separator string="Segmentation Test" colspan="4"/>
|
|
<field name="segmentation_line" widget="one2many_list" colspan="4"/>
|
|
</page>
|
|
</notebook>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<record model="ir.ui.view" id="crm_segmentation_tree-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 model="ir.actions.act_window" id="crm_segmentation-act">
|
|
<field name="res_model">crm.segmentation</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm_segmentation-view"/>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="crm_segmentation_tree-act">
|
|
<field name="res_model">crm.segmentation</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
</record>
|
|
<menuitem name="CRM & SRM/Configuration" groups="base.group_admin"/>
|
|
<menuitem name="CRM & SRM/Configuration/Segmentations/Segmentation Rules" id="menu_crm_segmentation-act" action="crm_segmentation_tree-act"/>
|
|
<menuitem name="CRM & SRM/Automatic Segmentations" id="menu_crm_segmentation_tree-act" action="crm_segmentation_tree-act"/>
|
|
|
|
<act_window name="Open cases"
|
|
domain="[('section_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]"
|
|
res_model="crm.case"
|
|
src_model="crm.case.section"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_crm_case_section_crm_case_opened"/>
|
|
|
|
<act_window name="Open cases"
|
|
domain="[('categ_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]"
|
|
res_model="crm.case"
|
|
src_model="crm.case.categ"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_crm_case_categ_crm_case_opened"/>
|
|
|
|
<act_window name="Open cases"
|
|
domain="[('partner_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]"
|
|
res_model="crm.case"
|
|
src_model="res.partner"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_res_partner_2_crm_case_opened"/>
|
|
|
|
<act_window name="Open cases"
|
|
domain="[('canal_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]"
|
|
res_model="crm.case"
|
|
src_model="res.partner.canal"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_res_partner_canal_2_crm_case_opened"/>
|
|
|
|
<act_window name="Open cases"
|
|
domain="[('user_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]"
|
|
res_model="crm.case"
|
|
src_model="res.users"
|
|
view_type="form"
|
|
view_mode="tree,form"
|
|
id="act_res_users_2_crm_case_opened"/>
|
|
|
|
|
|
</data>
|
|
</terp>
|