odoo/addons/crm/crm_view.xml

573 lines
31 KiB
XML

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