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[IMP]crm, crm_configuration : functional improvement

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bzr revid: hmo@tinyerp.com-20091028115755-e91jgphry3abviu2
This commit is contained in:
Harry (Open ERP)
2009-10-28 17:27:55 +05:30
parent 2b0d2f8b40
commit 2cc3cf9630
26 changed files with 427 additions and 365 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/__terp__.py
+1 -1
View File
@@ -47,9 +47,9 @@ between mails and Open ERP.""",
'depends': ['base'],
'init_xml': ['crm_data.xml'],
'update_xml': [
'crm_wizard.xml',
'crm_view.xml',
'crm_report.xml',
'crm_wizard.xml',
'security/crm_security.xml',
'security/ir.model.access.csv'
],
addons/crm/crm.py
+2 -2
View File
@@ -42,8 +42,8 @@ MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('cancel', 'Cancel'),
('done', 'Close'),
('pending','Pending')
]
addons/crm/crm_view.xml
+1 -5
View File
@@ -380,14 +380,10 @@
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="7" colspan="4">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
<button
string="Add a CC"
name="%(wizard_crm_case_email_add_cc)d"
icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
addons/crm/crm_wizard.xml
-6
View File
@@ -10,11 +10,5 @@
<menuitem action="wizard_case_section_menu" id="menu_wizard_case_section_menu" parent="crm.menu_crm_configuration" type="wizard"/>
<wizard string="Add a CC"
model="crm.case"
menu = "False"
name="crm.case.email.add_cc"
id="wizard_crm_case_email_add_cc"/>
</data>
</openerp>
addons/crm/wizard/__init__.py
-1
View File
@@ -23,7 +23,6 @@ import crm_wizard
import wizard_crm_send_email
import wizard_crm_new_send_email
import wizard_fetch_mail
import wizard_add_cc
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm/wizard/wizard_crm_new_send_email.py
+4 -22
View File
@@ -28,7 +28,7 @@ import ir
import pooler
import tools
from tools.translate import _
import base64
email_send_form = '''<?xml version="1.0"?>
<form string="Mass Mailing">
@@ -39,30 +39,17 @@ email_send_form = '''<?xml version="1.0"?>
<field name="subject"/>
<newline/>
<field name="text" />
<newline/>
<field name="doc1" />
<newline/>
<field name="doc2" />
<newline/>
<field name="doc3" />
</form>'''
email_send_fields = {
'to': {'string':"To", 'type':'char', 'size':64, 'required':True},
'cc': {'string':"CC", 'type':'char', 'size':128,},
'subject': {'string':'Subject', 'type':'char', 'size':128, 'required':True},
'text': {'string':'Message', 'type':'text_tag', 'required':True},
'doc1' : {'string':"Attachment1", 'type':'binary'},
'doc2' : {'string':"Attachment2", 'type':'binary'},
'doc3' : {'string':"Attachment3", 'type':'binary'},
'text': {'string':'Message', 'type':'text_tag', 'required':True}
}
# this sends an email to ALL the addresses of the selected partners.
def _mass_mail_send(self, cr, uid, data, context):
attach = filter(lambda x: x, [data['form']['doc1'], data['form']['doc2'], data['form']['doc3']])
attach = map(lambda x: x and ('Attachment'+str(attach.index(x)+1), base64.decodestring(x)), attach)
pool = pooler.get_pool(cr.dbname)
case_pool=pool.get('crm.case')
@@ -77,19 +64,14 @@ def _mass_mail_send(self, cr, uid, data, context):
body = data['form']['text']
if case.user_id.signature:
body += '\n\n%s' % (case.user_id.signature)
flag = tools.email_send(
tools.email_send(
case.user_id.address_id.email,
emails,
data['form']['subject'],
body,
attach=attach,
case_pool.format_body(body),
reply_to=case.section_id.reply_to,
tinycrm=str(case.id)
)
if flag:
raise wizard.except_wizard(_('Message!'),("Email Successfully Sent..!!"))
else:
raise wizard.except_wizard(_('Warning!'),("Email is not sent Successfully"))
return {}
def _get_info(self, cr, uid, data, context):
addons/crm_configuration/__terp__.py
+2 -1
View File
@@ -48,7 +48,8 @@ meetings, eso.
'crm_fund_view.xml',
'crm_claims_view.xml',
'crm_phonecall_view.xml',
'crm_report_view.xml'
'crm_report_view.xml',
'crm_helpdesk_view.xml'
],
'update_xml': ['security/ir.model.access.csv', 'process/crm_configuration_process.xml'],
'demo_xml': [],
addons/crm_configuration/crm_bugs_menu.xml
+25 -24
View File
@@ -34,7 +34,7 @@
ALL BUGS
-->
<record model="ir.actions.act_window" id="crm_case_categ_act0">
<field name="name">Bugs</field>
<field name="name">All Bugs</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
@@ -62,7 +62,7 @@
<field name="act_window_id" ref="crm_case_categ_act0"/>
</record>
<menuitem name="Bug Tracking" id="menu_crm_case_bug_track" parent="menu_aftersale" action="crm_case_categ_act0"/>
<!-- <menuitem id="menu_crm_case_categ_act0" action="crm_case_categ_act0" parent="menu_crm_case_bug_track"/>-->
<menuitem id="menu_crm_case_categ_act0" action="crm_case_categ_act0" parent="menu_crm_case_bug_track"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all1">
<field name="name">Bugs Waiting Approval</field>
@@ -93,7 +93,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all1"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all1" action="crm_case_category_act_all1" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all1" action="crm_case_category_act_all1" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all2">
<field name="name">Open Bugs</field>
@@ -124,7 +124,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all2"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all2" action="crm_case_category_act_all2" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all2" action="crm_case_category_act_all2" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all3">
<field name="name">Bugs With Patches Waiting Approval</field>
@@ -155,7 +155,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all3"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all3" action="crm_case_category_act_all3" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all3" action="crm_case_category_act_all3" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all4">
<field name="name">Bugs Not Fixed</field>
@@ -186,7 +186,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all4"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all4" action="crm_case_category_act_all4" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all4" action="crm_case_category_act_all4" parent="menu_crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all5">
<field name="name">Pending Bugs</field>
@@ -217,7 +217,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all5"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all5" action="crm_case_category_act_all5" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all5" action="crm_case_category_act_all5" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all6">
<field name="name">Planned For Future Release</field>
@@ -248,7 +248,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all6"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all6" action="crm_case_category_act_all6" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all6" action="crm_case_category_act_all6" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all7">
<field name="name">Waiting For Reporter Response</field>
@@ -279,7 +279,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all7"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all7" action="crm_case_category_act_all7" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>-->
<menuitem id="menu_crm_case_categ0_act_all7" action="crm_case_category_act_all7" parent="menu_crm_case_categ0_act_all5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_all8">
<field name="name">Old Bugs</field>
@@ -310,8 +310,9 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_all8"/>
</record>
<!-- <menuitem id="menu_crm_case_categ0_act_all8" action="crm_case_category_act_all8" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/> -->
<!-- MY BUGS-->
<menuitem id="menu_crm_case_categ0_act_all8" action="crm_case_category_act_all8" parent="menu_crm_case_categ_act0" groups="base.group_extended_menu"/> <!--
MY BUGS
-->
<record model="ir.actions.act_window" id="crm_case_category_act_my0">
<field name="name">My Bugs</field>
<field name="res_model">crm.case</field>
@@ -341,7 +342,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my0"/>
</record>
<!-- <menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_categ0_act_my0" action="crm_case_category_act_my0" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_categ0_act_my0" action="crm_case_category_act_my0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_act_new">
<field name="name">New Bug</field>
@@ -364,7 +365,7 @@
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_act_new"/>
</record>
<!-- <menuitem id="menu_crm_case_categ_act_new" action="crm_case_categ_act_new" parent="menu_crm_case_bug_track" sequence="50"/>-->
<menuitem id="menu_crm_case_categ_act_new" action="crm_case_categ_act_new" parent="menu_crm_case_bug_track" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my1">
<field name="name">My Open Bugs</field>
@@ -395,7 +396,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_my0" id="menu_crm_case_categ0_act_my1" action="crm_case_category_act_my1" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_my0" id="menu_crm_case_categ0_act_my1" action="crm_case_category_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my2">
<field name="name">My Bugs With Patches</field>
@@ -426,7 +427,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my2" action="crm_case_category_act_my2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my2" action="crm_case_category_act_my2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_my3">
<field name="name">My Bugs Not Fixed</field>
@@ -457,7 +458,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_my3"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my3" action="crm_case_category_act_my3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_my1" id="menu_crm_case_categ0_act_my3" action="crm_case_category_act_my3" groups="base.group_extended_menu"/>
<!--
ALL FEATURE REQUESTS
@@ -490,7 +491,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f0"/>
</record>
<!-- <menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_category_act_f0" action="crm_case_category_act_f0"/>-->
<menuitem parent="menu_crm_case_bug_track" id="menu_crm_case_category_act_f0" action="crm_case_category_act_f0"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f1">
<field name="name">New Feature Request</field>
@@ -513,7 +514,7 @@
<field name="view_id" ref="crm_case_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_f1"/>
</record>
<!-- <menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_category_act_f1" action="crm_case_category_act_f1" sequence="50"/>-->
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_category_act_f1" action="crm_case_category_act_f1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f2">
<field name="name">Feature Requests Waiting Approval</field>
@@ -544,7 +545,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f2"/>
</record>
<!-- <menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f2" action="crm_case_category_act_f2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f2" action="crm_case_category_act_f2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f3">
<field name="name">Open Feature Requests</field>
<field name="res_model">crm.case</field>
@@ -574,7 +575,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f3"/>
</record>
<!-- <menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f3" action="crm_case_category_act_f3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f3" action="crm_case_category_act_f3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f4">
<field name="name">Pending Feature Requests</field>
@@ -605,7 +606,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f4"/>
</record>
<!-- <menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f4" action="crm_case_category_act_f4" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f4" action="crm_case_category_act_f4" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f5">
<field name="name">Planned For Future Release</field>
@@ -636,7 +637,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f5"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f5" action="crm_case_category_act_f5" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f5" action="crm_case_category_act_f5" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f6">
<field name="name">Waiting For Reporter Response</field>
@@ -667,7 +668,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f6"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f6" action="crm_case_category_act_f6" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_f4" id="menu_crm_case_categ0_act_f6" action="crm_case_category_act_f6" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_f7">
<field name="name">Old Feature Requests</field>
@@ -698,7 +699,7 @@
<field name="view_id" ref="crm_case_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_f7"/>
</record>
<!-- <menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f7" action="crm_case_category_act_f7" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_category_act_f0" id="menu_crm_case_categ0_act_f7" action="crm_case_category_act_f7" groups="base.group_extended_menu"/>
</data>
</openerp>
addons/crm_configuration/crm_bugs_view.xml
+18 -2
View File
@@ -23,14 +23,17 @@
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="date"/>
<field name="email_from" colspan="2"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<field name="user_id" />
</group>
<notebook colspan="4">
<page string="General">
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<newline/>
<field name="email_from" colspan="2"/>
<separator colspan="4"/>
<field name="category2_id" string="Version"/>
<field name="categ_id" on_change="onchange_categ_id(categ_id)"/>
@@ -76,6 +79,19 @@
</form>
</field>
</page>
<page string="Events">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id" widget="selection"/>
<field name="state"/>
</tree>
</field>
</page>
<page string="Emails">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
addons/crm_configuration/crm_claims_menu.xml
+6 -6
View File
@@ -63,7 +63,7 @@
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<!-- <menuitem name="My Claims" id="menu_crm_case_category_act_claim_my1" action="crm_case_category_act_claim_my1" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>-->
<menuitem name="My Claims" id="menu_crm_case_category_act_claim_my1" action="crm_case_category_act_claim_my1" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim1">
<field name="name">Claims</field>
@@ -79,7 +79,7 @@
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim1"/>
</record>
<!-- <menuitem name="New Claim" id="menu_crm_case_categ0_act_claim" action="crm_case_category_act_claim1" parent="menu_crm_case_claims" sequence="50"/>-->
<menuitem name="New Claim" id="menu_crm_case_categ0_act_claim" action="crm_case_category_act_claim1" parent="menu_crm_case_claims" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my2">
<field name="name">My Unclosed Claims</field>
@@ -109,7 +109,7 @@
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<!-- <menuitem name="My Unclosed Claims" id="menu_crm_case_categ0_act_claim_my2" action="crm_case_category_act_claim_my2" parent="menu_crm_case_category_act_claim_my1" groups="base.group_extended_menu"/>-->
<menuitem name="My Unclosed Claims" id="menu_crm_case_categ0_act_claim_my2" action="crm_case_category_act_claim_my2" parent="menu_crm_case_category_act_claim_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my2_open">
<field name="name">My Open Claims</field>
@@ -137,10 +137,10 @@
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/>
</record>
<!-- <menuitem name="My Open Claims" id="menu_crm_case_categ0_act_claim_my2_open" action="crm_case_category_act_claim_my2_open" parent="menu_crm_case_categ0_act_claim_my2" groups="base.group_extended_menu"/>-->
<menuitem name="My Open Claims" id="menu_crm_case_categ0_act_claim_my2_open" action="crm_case_category_act_claim_my2_open" parent="menu_crm_case_categ0_act_claim_my2" groups="base.group_extended_menu"/>
<!-- All Claims -->
<!-- <menuitem name="All Claims" id="menu_crm_case_categ_claim0" action="crm_case_categ_claim0" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>-->
<menuitem name="All Claims" id="menu_crm_case_categ_claim0" action="crm_case_categ_claim0" parent="menu_crm_case_claims" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_all2">
<field name="name">All Unclosed Claims</field>
@@ -170,7 +170,7 @@
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<!-- <menuitem name="All Unclosed Claims" id="menu_crm_case_categ0_act_claim_all2" action="crm_case_category_act_claim_all2" parent="menu_crm_case_categ_claim0" groups="base.group_extended_menu"/>-->
<menuitem name="All Unclosed Claims" id="menu_crm_case_categ0_act_claim_all2" action="crm_case_category_act_claim_all2" parent="menu_crm_case_categ_claim0" groups="base.group_extended_menu"/>
</data>
</openerp>
addons/crm_configuration/crm_claims_view.xml
+9 -6
View File
@@ -41,12 +41,15 @@
<field name="section_id" widget="selection"/>
<field name="date" string="Date of Claim"/>
<field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="case_id"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook>
<page string="Claims Info">
addons/crm_configuration/crm_config.py
+43
View File
@@ -23,6 +23,9 @@ import tools
from osv import fields, osv
import os
import pooler
import netsvc
from tools.translate import _
from osv.orm import except_orm
#AVAILABLE_STATES = [
# ('draft','Unreviewed'),
@@ -184,5 +187,45 @@ class crm_menu_config_wizard(osv.osv_memory):
crm_menu_config_wizard()
class crm_generic_wizard(osv.osv_memory):
_name = 'crm.generic_wizard'
_columns = {
'section_id': fields.many2one('crm.case.section', 'Section', required=True),
'user_id': fields.many2one('res.users', 'Responsible'),
}
def _get_default_section(self, cr, uid, context):
case_id = context.get('active_id',False)
if not case_id:
return False
case_obj = self.pool.get('crm.case')
case = case_obj.read(cr, uid, case_id, ['state','section_id'])
if case['state'] in ('done'):
raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
return case['section_id']
_defaults = {
'section_id': _get_default_section
}
def action_create(self, cr, uid, ids, context=None):
case_obj = self.pool.get('crm.case')
case_id = context.get('active_id',[])
res = self.read(cr, uid, ids)[0]
case = case_obj.read(cr, uid, case_id, ['state'])
if case['state'] in ('done'):
raise osv.except_osv(_('Error !'), _('You can not assign Closed Case.'))
new_case_id = case_obj.copy(cr, uid, case_id, default=
{
'section_id':res.get('section_id',False),
'user_id':res.get('user_id',False)
}, context=context)
case_obj.write(cr, uid, case_id, {'case_id':new_case_id}, context=context)
case_obj.case_close(cr, uid, [case_id])
return {}
crm_generic_wizard()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
addons/crm_configuration/crm_config_view.xml
+30
View File
@@ -111,6 +111,36 @@
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
<menuitem action="crm_case_stage_act" id="menu_crm_case_stage_act" parent="crm.next_id_51"/>
<record model="ir.ui.view" id="crm_generic_wizard">
<field name="name">crm.generic_wizard.form</field>
<field name="model">crm.generic_wizard</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Generic Wizard">
<group col="2">
<field name="section_id" select="1" widget="selection"/>
<field name="user_id"/>
</group>
<newline/>
<separator colspan="4"/>
<group col="2" colspan="2">
<button icon="gtk-cancel" special="cancel" string="Cancel"/>
<button icon="gtk-execute" name="action_create" string="Assign" type="object"/>
</group>
</form>
</field>
</record>
<record id="crm_generic_wizard_act" model="ir.actions.act_window">
<field name="name">Generic Wizard</field>
<field name="res_model">crm.generic_wizard</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_generic_wizard"/>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</openerp>
addons/crm_configuration/crm_configuration_wizard.xml
-8
View File
@@ -31,14 +31,6 @@
name="crm.case.opportunity_set"
multi="True"
string="Convert To Opportunity"/>
<wizard
id="wizard_partner_create_opportunity"
keyword="client_action_multi"
model="res.partner"
name="crm.case.partner.opportunity_create"
menu="False"
string="Create Opportunity"/>
<wizard
id="wizard_crm_reschedule_phone_call"
addons/crm_configuration/crm_fund_menu.xml
+7 -7
View File
@@ -61,7 +61,7 @@
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my1"/>
</record>
<!-- <menuitem name="My Funds" id="menu_crm_case_category_act_fund_my1" action="crm_case_category_act_fund_my1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>-->
<menuitem name="My Funds" id="menu_crm_case_category_act_fund_my1" action="crm_case_category_act_fund_my1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund1">
<field name="name">Funds</field>
@@ -83,7 +83,7 @@
<field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund1"/>
</record>
<!-- <menuitem name="New Fund Opportunity" id="menu_crm_case_categ0_act_fund" action="crm_case_category_act_fund1" parent="menu_crm_case_fund_raise" sequence="50"/>-->
<menuitem name="New Fund Opportunity" id="menu_crm_case_categ0_act_fund" action="crm_case_category_act_fund1" parent="menu_crm_case_fund_raise" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my2">
<field name="name">My Funds Waiting Validation</field>
@@ -113,7 +113,7 @@
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my2"/>
</record>
<!-- <menuitem name="My Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_my2" action="crm_case_category_act_fund_my2" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>-->
<menuitem name="My Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_my2" action="crm_case_category_act_fund_my2" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_my3">
<field name="name">My Funds To Be Processed</field>
@@ -143,10 +143,10 @@
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_my3"/>
</record>
<!-- <menuitem name="My Funds To Be Processed" id="menu_crm_case_categ0_act_fund_my3" action="crm_case_category_act_fund_my3" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>-->
<menuitem name="My Funds To Be Processed" id="menu_crm_case_categ0_act_fund_my3" action="crm_case_category_act_fund_my3" parent="menu_crm_case_category_act_fund_my1" groups="base.group_extended_menu"/>
<!-- All Funds -->
<!-- <menuitem name="All Funds" id="menu_crm_case_categ0_act_fund_all1" action="crm_case_category_act_fund_all1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>-->
<menuitem name="All Funds" id="menu_crm_case_categ0_act_fund_all1" action="crm_case_category_act_fund_all1" parent="menu_crm_case_fund_raise" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all2">
<field name="name">All Funds Waiting Validation</field>
@@ -176,7 +176,7 @@
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all2"/>
</record>
<!-- <menuitem name="All Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_all2" action="crm_case_category_act_fund_all2" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>-->
<menuitem name="All Funds Waiting Validation" id="menu_crm_case_categ0_act_fund_all2" action="crm_case_category_act_fund_all2" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_fund_all3">
<field name="name">All Funds To Be Processed</field>
@@ -206,7 +206,7 @@
<field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/>
<field name="act_window_id" ref="crm_case_category_act_fund_all3"/>
</record>
<!-- <menuitem name="All Funds To Be Processed" id="menu_crm_case_categ0_act_fund_all3" action="crm_case_category_act_fund_all3" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>-->
<menuitem name="All Funds To Be Processed" id="menu_crm_case_categ0_act_fund_all3" action="crm_case_category_act_fund_all3" parent="menu_crm_case_categ0_act_fund_all1" groups="base.group_extended_menu"/>
</data>
</openerp>
addons/crm_configuration/crm_helpdesk_menu.xml
+50 -50
View File
@@ -8,7 +8,7 @@
<field name="name">All Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="search_view_id" ref="crm.view_crm_case_filter"/>
@@ -16,7 +16,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111">
@@ -28,7 +28,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act111"/>
</record>
<menuitem name="Helpdesk and Support" id="menu_help_support_main" parent="menu_aftersale" action="crm_case_helpdesk_act111"/>
@@ -37,7 +37,7 @@
<field name="name">My Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid)]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -46,7 +46,7 @@
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_categ_help_act"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_calendar_view3">
@@ -58,40 +58,40 @@
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_categ_help_act"/>
</record>
<!-- <menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_my_act" action="crm_case_categ_help_act" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_my_act" action="crm_case_categ_help_act" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_help_new_act">
<field name="name">New Helpdesk</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form,tree</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_categ_help_new_act"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view2">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_categ_help_new_act"/>
</record>
<!-- <menuitem parent="menu_help_support_main" id="menu_crm_case_categ_help_new_act" action="crm_case_categ_help_new_act" sequence="50"/>-->
<menuitem parent="menu_help_support_main" id="menu_crm_case_categ_help_new_act" action="crm_case_categ_help_new_act" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my1">
<field name="name">My Unclosed Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'&lt;&gt;\',\'done\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -101,7 +101,7 @@
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
@@ -115,17 +115,17 @@
<record model="ir.actions.act_window.view" id="action_crm_helpdesk_form_view_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_my_helpdesk" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_my_helpdesk" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my2">
<field name="name">My helpdesk Propositions to Review</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -134,7 +134,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my2">
@@ -146,16 +146,16 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my2"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk2" action="crm_case_helpdesk_act_my2" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk2" action="crm_case_helpdesk_act_my2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my1">
<field name="name">My Pending helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -164,7 +164,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my1">
@@ -176,16 +176,16 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my1"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk1" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk1" action="crm_case_helpdesk_act_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_my0">
<field name="name">My Open Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -194,7 +194,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my0">
@@ -206,10 +206,10 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_my0"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk0" action="crm_case_helpdesk_act_my0" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk0" action="crm_case_helpdesk_act_my0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_myhelpdesk">
@@ -229,29 +229,29 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_myhelpdesk">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_myhelpdesk">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk" action="crm_case_helpdesk_act_myhelpdesk" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_helpdesk_my_act" id="menu_crm_case_helpdesk_act_myhelpdesk" action="crm_case_helpdesk_act_myhelpdesk" groups="base.group_extended_menu"/>
<!--
ALL Helpdesk REQUESTS
-->
<!-- <menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_act_all" action="crm_case_helpdesk_act111" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_help_support_main" id="menu_crm_case_helpdesk_act_all" action="crm_case_helpdesk_act111" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all3">
<field name="name">All Unclosed Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'&lt;&gt;\',\'done\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -260,7 +260,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all3">
@@ -272,16 +272,16 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all3"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all3" action="crm_case_helpdesk_act_all3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all3" action="crm_case_helpdesk_act_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all2">
<field name="name">All Helpdesk Propositions</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'draft\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -290,7 +290,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all2">
@@ -302,16 +302,16 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all2"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all2" action="crm_case_helpdesk_act_all2" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all2" action="crm_case_helpdesk_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all1">
<field name="name">All Pending Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'pending\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -320,7 +320,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all1">
@@ -332,17 +332,17 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all1">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all1"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all1" action="crm_case_helpdesk_act_all1" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all1" action="crm_case_helpdesk_act_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_all0">
<field name="name">All Open Helpdesk Requests</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'open\')]'"/>
<field name="context" eval="{'default_state':'open'}"/>
<field name="filter" eval="True"/>
@@ -351,7 +351,7 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_all0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all0">
@@ -363,10 +363,10 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_all0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_all0"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all0" action="crm_case_helpdesk_act_all0" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_all0" action="crm_case_helpdesk_act_all0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_helpdesk_act_allhelpdesk">
<field name="name">Calendar of Helpdesk</field>
@@ -385,16 +385,16 @@
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_allhelpdesk">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm.crm_case_tree-view"/>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_form_view_allhelpdesk">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm.crm_case-view"/>
<field name="view_id" ref="crm_case_form_view_helpdesk"/>
<field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/>
</record>
<!-- <menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_allhelpdesk" action="crm_case_helpdesk_act_allhelpdesk" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_helpdesk_act_all" id="menu_crm_case_helpdesk_act_myhelpdesk_allhelpdesk" action="crm_case_helpdesk_act_allhelpdesk" groups="base.group_extended_menu"/>
</data>
addons/crm_configuration/crm_helpdesk_view.xml
+143
View File
@@ -0,0 +1,143 @@
<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Opportunities
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_helpdesk">
<field name="name">CRM - Helpdisk Support Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Helpdisk Support">
<group colspan="4" col="7">
<field colspan="2" name="name" select="1"/>
<field colspan="1" name="section_id" widget="selection"/>
<field name="date" select="1"/>
<field name="date_deadline" select="2"/>
<field name="priority"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook colspan="4">
<page string="General">
<group col="8" colspan="4">
<field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
<field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
<newline/>
<field colspan="3" name="email_from" select="2"/>
<button name="remind_partner" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
<field name="user_id" select="1"/>
<button name="remind_user" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
</group>
<separator colspan="4" string="Description"/>
<field name="description" colspan="4" nolabel="1"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
<button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
<button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
<button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<field name="id" select="1"/>
<field name="active" select="2"/>
<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 colspan="4" name="ref"/>
<field colspan="4" name="ref2"/>
<field colspan="4" name="log_ids" nolabel="1">
<form string="Actions">
<separator colspan="4" string="Action Information"/>
<field colspan="4" name="name"/>
<field name="date" select="2"/>
<field name="user_id" select="2"/>
<field name="som" select="2"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Events">
<field name="child_ids" colspan="4" nolabel="1">
<tree string="Related Cases">
<field name="id"/>
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id" widget="selection"/>
<field name="state"/>
</tree>
</field>
</page>
<page string="Emails">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_helpdesk">
<field name="name">CRM - Helpdisk Support Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Helpdisk Support Tree" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Support Query"/>
<field name="partner_id" string="Partner"/>
<field name="planned_revenue"/>
<field name="probability"/>
<field name="date" string="Deadline"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</tree>
</field>
</record>
</data>
</openerp>
addons/crm_configuration/crm_jobs_menu.xml
+24 -24
View File
@@ -79,7 +79,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act11"/>
</record>
<!-- <menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act11" action="crm_case_categ0_act11" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act11" action="crm_case_categ0_act11" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my_new3">
<field name="name">New Job Request</field>
@@ -101,11 +101,11 @@
<field name="view_id" ref="crm_case_form_view11"/>
<field name="act_window_id" ref="crm_case_categ0_act_my_new3"/>
</record>
<!-- <menuitem-->
<!-- parent="menu_crm_case_job_req_main"-->
<!-- id="menu_crm_case_categ0_act_my_new3"-->
<!-- action="crm_case_categ0_act_my_new3"-->
<!-- sequence="50"/>-->
<menuitem
parent="menu_crm_case_job_req_main"
id="menu_crm_case_categ0_act_my_new3"
action="crm_case_categ0_act_my_new3"
sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my3">
<field name="name">My Current Jobs Requests</field>
@@ -141,7 +141,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my3"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs3" action="crm_case_categ0_act_my3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs3" action="crm_case_categ0_act_my3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my2">
<field name="name">My Jobs Propositions to Review</field>
@@ -177,11 +177,11 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my2"/>
</record>
<!-- <menuitem-->
<!-- parent="menu_crm_case_categ0_act_myjobs3"-->
<!-- id="menu_crm_case_categ0_act_myjobs2"-->
<!-- action="crm_case_categ0_act_my2"-->
<!-- groups="base.group_extended_menu"/>-->
<menuitem
parent="menu_crm_case_categ0_act_myjobs3"
id="menu_crm_case_categ0_act_myjobs2"
action="crm_case_categ0_act_my2"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my1">
<field name="name">My Pending Jobs Requests</field>
@@ -217,9 +217,9 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_myjobs3"-->
<!-- id="menu_crm_case_categ0_act_myjobs1" action="crm_case_categ0_act_my1"-->
<!-- groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_myjobs3"
id="menu_crm_case_categ0_act_myjobs1" action="crm_case_categ0_act_my1"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_my0">
<field name="name">My Open Jobs Requests</field>
@@ -255,9 +255,9 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_my0"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_myjobs3" id="menu_crm_case_categ0_act_myjobs0"-->
<!-- action="crm_case_categ0_act_my0"-->
<!-- groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_myjobs3" id="menu_crm_case_categ0_act_myjobs0"
action="crm_case_categ0_act_my0"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_myjobs">
<field name="name">Calendar Of My Interviews</field>
@@ -291,7 +291,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_myjobs"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs_myjobs" action="crm_case_categ0_act_myjobs" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act11" id="menu_crm_case_categ0_act_myjobs_myjobs" action="crm_case_categ0_act_myjobs" groups="base.group_extended_menu"/>
<!--
ALL JOBS REQUESTS
@@ -333,7 +333,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all3"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_all3" action="crm_case_categ0_act_all3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_all3" action="crm_case_categ0_act_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all2">
<field name="name">All Jobs Propositions to Review</field>
@@ -369,7 +369,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all2" action="crm_case_categ0_act_all2" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all2" action="crm_case_categ0_act_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all1">
<field name="name">All Pending Jobs Requests</field>
@@ -405,7 +405,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all1" action="crm_case_categ0_act_all1" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all1" action="crm_case_categ0_act_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_all0">
<field name="name">All Open Jobs Requests</field>
@@ -441,7 +441,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_all0"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all0" action="crm_case_categ0_act_all0" groups="base.group_extended_menu"/> -->
<menuitem parent="menu_crm_case_categ0_act_myjobs_all3" id="menu_crm_case_categ0_act_myjobs_all0" action="crm_case_categ0_act_all0" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ0_act_alljobs">
<field name="name">Calendar Of Interviews</field>
@@ -475,7 +475,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_categ0_act_alljobs"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_alljobs" action="crm_case_categ0_act_alljobs" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act111" id="menu_crm_case_categ0_act_myjobs_alljobs" action="crm_case_categ0_act_alljobs" groups="base.group_extended_menu"/>
</data>
</openerp>
addons/crm_configuration/crm_lead_menu.xml
+15 -15
View File
@@ -27,7 +27,7 @@
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
</record>
<menuitem parent="menu_presale" name="Prospects" id="menu_crm_case_categ0_act_leads" action="crm_case_category_act_leads_all"/>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_all" action="crm_case_category_act_leads_all" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_all" action="crm_case_category_act_leads_all" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all1">
<field name="name">Current Prospects</field>
@@ -51,7 +51,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_all" id="menu_crm_case_categ0_act_leads_all1" action="crm_case_category_act_leads_all1" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_all" id="menu_crm_case_categ0_act_leads_all1" action="crm_case_category_act_leads_all1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_unassigned">
<field name="name">Unassigned Prospects</field>
@@ -75,11 +75,11 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_unassigned"/>
</record>
<!-- <menuitem-->
<!-- parent="menu_crm_case_categ0_act_leads_all"-->
<!-- id="menu_crm_case_categ0_act_leads_unassigned"-->
<!-- action="crm_case_category_act_leads_unassigned"-->
<!-- groups="base.group_extended_menu"/>-->
<menuitem
parent="menu_crm_case_categ0_act_leads_all"
id="menu_crm_case_categ0_act_leads_unassigned"
action="crm_case_category_act_leads_unassigned"
groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all2">
<field name="name">All Draft Prospects</field>
@@ -103,7 +103,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all2" action="crm_case_category_act_leads_all2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all2" action="crm_case_category_act_leads_all2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all3">
<field name="name">All Prospects to Qualify</field>
@@ -127,7 +127,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all3"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all3" action="crm_case_category_act_leads_all3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all3" action="crm_case_category_act_leads_all3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_all4">
<field name="name">All Pending Prospects</field>
@@ -151,7 +151,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all4"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all4" action="crm_case_category_act_leads_all4" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_all1" id="menu_crm_case_categ0_act_leads_all4" action="crm_case_category_act_leads_all4" groups="base.group_extended_menu"/>
<!-- =================================================================== -->
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my">
@@ -176,7 +176,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_my" action="crm_case_category_act_leads_my" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_categ0_act_leads_my" action="crm_case_category_act_leads_my" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my_new">
<field name="name">New Prospect</field>
@@ -199,7 +199,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my_new"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_category_act_leads_my_new" action="crm_case_category_act_leads_my_new" sequence="50"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads" id="menu_crm_case_category_act_leads_my_new" action="crm_case_category_act_leads_my_new" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my1">
<field name="name">My Current Prospects</field>
@@ -223,7 +223,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_my" id="menu_crm_case_categ0_act_leads_my1" action="crm_case_category_act_leads_my1" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_my" id="menu_crm_case_categ0_act_leads_my1" action="crm_case_category_act_leads_my1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my3">
<field name="name">My Prospects to Qualify</field>
@@ -247,7 +247,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my3"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my3" action="crm_case_category_act_leads_my3" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my3" action="crm_case_category_act_leads_my3" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_leads_my4">
<field name="name">My Pending Prospects</field>
@@ -271,7 +271,7 @@
<field name="view_id" ref="crm_case_form_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_my4"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my4" action="crm_case_category_act_leads_my4" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_leads_my1" id="menu_crm_case_categ0_act_leads_my4" action="crm_case_category_act_leads_my4" groups="base.group_extended_menu"/>
<!-- REPORTS -->
<menuitem name="Prospects" id="menu_action_report_crm_case_lead" parent="report_crm.next_id_64"/>
addons/crm_configuration/crm_lead_view.xml
-15
View File
@@ -188,20 +188,5 @@
</field>
</record>
<!-- PARTNER VIEW -->
<record id="view_partner_property_form" model="ir.ui.view">
<field name="name">res.partner.crm.form.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="parent_id" position="after">
<button string="Create Opportunity"
name="%(crm_configuration.wizard_partner_create_opportunity)d" icon="gtk-index"
type="action"
/>
</field>
</field>
</record>
</data>
</openerp>
addons/crm_configuration/crm_meeting_menu.xml
+2 -25
View File
@@ -110,32 +110,9 @@
<field name="view_id" ref="crm_case_gantt_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meetmy"/>
</record>
<!-- <menuitem name="My Meetings" id="menu_crm_case_categ_meet_my" action="crm_case_categ_meetmy" parent="menu_crm_case_category_act_meetings"/>-->
<menuitem name="My Meetings" id="menu_crm_case_categ_meet_my" action="crm_case_categ_meetmy" parent="menu_crm_case_category_act_meetings"/>
<record model="ir.actions.act_window" id="crm_case_category_act_meetings">
<field name="name">New Meeting</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">form,tree</field>
<field name="context" eval="{'default_state':'open','default_section_id':ref('section_support1')}"/>
<field name="view_id" ref="crm_case_form_view_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_meetings">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetings"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_meetings">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetings"/>
</record>
<!-- <menuitem-->
<!-- parent="menu_crm_case_category_act_meetings"-->
<!-- id="menu_crm_case_category_act_meetings_new"-->
<!-- action="crm_case_category_act_meetings" sequence="50"/>-->
<!--
addons/crm_configuration/crm_meeting_view.xml
+6 -61
View File
@@ -18,7 +18,11 @@
<newline/>
<field name="date" string="Meeting Date" required="1"/>
<field name="duration" colspan="1" widget="float_time" required="1"/>
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
<group colspan="2">
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
</group>
<notebook colspan="4">
<page string="Meeting">
@@ -37,66 +41,7 @@
<button name="case_cancel" string="Cancel Meeting" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_reset" string="Reset to Unconfirmed" states="done,open,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<group colspan="4">
<field name="id" select="1"/>
<field name="active" select="2"/>
<newline/>
<field name="date_deadline" select="2" string="Deadlines"/>
<field name="priority" select="2"/>
<newline/>
<field name="planned_revenue"/>
<field name="planned_cost"/>
<field name="probability"/>
<newline/>
<field name="canal_id"/>
<field name="som"/>
<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="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
</group>
<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"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</page>
</notebook>
</form>
</field>
addons/crm_configuration/crm_opportunity_menu.xml
+11 -11
View File
@@ -34,7 +34,7 @@
<!-- MENU -->
<!-- <menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor11" action="crm_case_category_act_oppor11" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor11" action="crm_case_category_act_oppor11" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor1">
<field name="name">All Open Opportunities</field>
@@ -64,7 +64,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor1"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor1" action="crm_case_category_act_oppor1" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor1" action="crm_case_category_act_oppor1" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor_all2">
@@ -95,7 +95,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_all2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor_all2" action="crm_case_category_act_oppor_all2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_oppor11" id="menu_crm_case_categ0_act_oppor_all2" action="crm_case_category_act_oppor_all2" groups="base.group_extended_menu"/>
<!-- ======================================================== -->
@@ -126,7 +126,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor22"/>
</record>
<!-- <menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor22" action="crm_case_category_act_oppor22" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_opp" id="menu_crm_case_categ0_act_oppor22" action="crm_case_category_act_oppor22" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor">
<field name="name">Opportunity</field>
@@ -149,11 +149,11 @@
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor"/>
</record>
<!-- <menuitem name="New Opportunity"-->
<!-- parent="menu_crm_case_opp"-->
<!-- id="menu_crm_case_categ0_act_oppor"-->
<!-- action="crm_case_category_act_oppor"-->
<!-- sequence="50"/>-->
<menuitem name="New Opportunity"
parent="menu_crm_case_opp"
id="menu_crm_case_categ0_act_oppor"
action="crm_case_category_act_oppor"
sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor2">
<field name="name">My Open Opportunities</field>
@@ -183,7 +183,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor2" action="crm_case_category_act_oppor2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor2" action="crm_case_category_act_oppor2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_category_act_oppor_my2">
<field name="name">My Pending Opportunities</field>
@@ -213,7 +213,7 @@
<field name="view_id" ref="crm_case_graph_view_stage_cost"/>
<field name="act_window_id" ref="crm_case_category_act_oppor_my2"/>
</record>
<!-- <menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor_my2" action="crm_case_category_act_oppor_my2" groups="base.group_extended_menu"/>-->
<menuitem parent="menu_crm_case_categ0_act_oppor22" id="menu_crm_case_categ0_act_oppor_my2" action="crm_case_category_act_oppor_my2" groups="base.group_extended_menu"/>
<!-- REPORTS -->
<record model="ir.actions.act_window" id="action_report_crm_case_oppor_user">
addons/crm_configuration/crm_opportunity_view.xml
+4 -1
View File
@@ -25,7 +25,10 @@
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="date" string="Deadline"/>
<field name="id" select="1"/>
<group colspan="2">
<field name="case_id" select="1"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<button string="Schedule Meeting" icon="terp-crm" name="%(wizard_crm_meeting)d" type="action"/>
</group>
<notebook colspan="4">
addons/crm_configuration/crm_phonecall_menu.xml
+7 -7
View File
@@ -72,7 +72,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<!-- <menuitem name="Inbound" id="menu_crm_case_categ_phone_incoming0" parent="menu_crm_case_phone" action="crm_case_categ_phone_incoming0"/>-->
<menuitem name="Inbound" id="menu_crm_case_categ_phone_incoming0" parent="menu_crm_case_phone" action="crm_case_categ_phone_incoming0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming1">
<field name="name">New Incoming Call</field>
@@ -95,7 +95,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming1"/>
</record>
<!-- <menuitem name="New Incoming Call" id="menu_crm_case_categ_phone_incoming1" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming1" sequence="50"/>-->
<menuitem name="New Incoming Call" id="menu_crm_case_categ_phone_incoming1" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming2">
<field name="name">Planned Calls</field>
@@ -126,7 +126,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<!-- <menuitem name="Planned Calls" id="menu_crm_case_categ_phone_incoming2" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming2" groups="base.group_extended_menu"/>-->
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_incoming2" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming2" groups="base.group_extended_menu"/>
################################################################
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
@@ -156,7 +156,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<!-- <menuitem name="Outbound" id="menu_crm_case_categ_phone_outgoing0" parent="menu_crm_case_phone" action="crm_case_categ_phone_outgoing0"/>-->
<menuitem name="Outbound" id="menu_crm_case_categ_phone_outgoing0" parent="menu_crm_case_phone" action="crm_case_categ_phone_outgoing0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing1">
<field name="name">New Outgoing Call</field>
@@ -178,7 +178,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/>
</record>
<!-- <menuitem name="New Outgoing Call" id="menu_crm_case_categ_phone_outgoing1" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing1" sequence="50"/>-->
<menuitem name="New Outgoing Call" id="menu_crm_case_categ_phone_outgoing1" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing1" sequence="50"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing2">
<field name="name">Planned Calls</field>
@@ -208,7 +208,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<!-- <menuitem name="Planned Calls" id="menu_crm_case_categ_phone_outgoing2" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing2" groups="base.group_extended_menu"/>-->
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_outgoing2" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing2" groups="base.group_extended_menu"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing4">
<field name="name">Calls Not Held</field>
@@ -238,7 +238,7 @@
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<!-- <menuitem name="Calls Not Held" id="menu_crm_case_categ_phone_outgoing4" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing4" groups="base.group_extended_menu"/>-->
<menuitem name="Calls Not Held" id="menu_crm_case_categ_phone_outgoing4" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing4" groups="base.group_extended_menu"/>
</data>
</openerp>
addons/crm_configuration/crm_phonecall_view.xml
+17 -65
View File
@@ -10,20 +10,17 @@
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Subject"/>
<field name="categ_id" string="Direction" select="1"/>
<tree string="Phone Calls" editable="bottom" colors="red:state=='open'">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact"/>
<field name="date" string="Date"/>
<field name="user_id" string="Assigned to"/>
<field name="state"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
<field name="case_id"/>
<button string="Opportunity" name="%(wizard_crm_opportunity_set)d" type="action"/>
<button string="Meeting"
name="%(wizard_crm_reschedule_phone_call)d" type="action" />
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</tree>
</field>
</record>
@@ -42,10 +39,13 @@
<newline/>
<field name="date" string="Planned Date"/>
<field name="duration"/>
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<group colspan="2">
<field name="case_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
<button string="Assign" name="%(crm_generic_wizard_act)d" type="action" />
</group>
<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
<label string='' colspan='6' />
<button string="Schedule a Phone Call"
@@ -74,55 +74,7 @@
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<field name="id" select="1"/>
<field name="canal_id"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="date_action_last"/>
<field name="date_action_next"/>
<field name="planned_cost"/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
<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"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</page>
</notebook>
</form>
</field>