diff options
| author | Harry (Open ERP) <hmo@tinyerp.com> | 2009-10-30 13:04:35 +0530 |
|---|---|---|
| committer | Harry (Open ERP) <hmo@tinyerp.com> | 2009-10-30 13:04:35 +0530 |
| commit | cf82ea38b5f6bbb17aa35b0a767ced45f517ac65 (patch) | |
| tree | 3f414acc083e204364ee9ef35dd7ae95690ec116 | |
| parent | a7a8066d42c556728f4bed66cc28abbbe04f4f0e (diff) | |
| parent | c584e64ec89a660ce7e5a07eb3ff994421cbdc8c (diff) | |
[IMP] crm, crm_configuration: Improeve views ref by blueprints of oct-2009
bzr revid: hmo@tinyerp.com-20091030073435-h5ofgmxsb0fc7dmn
33 files changed, 835 insertions, 2679 deletions
diff --git a/addons/crm/__terp__.py b/addons/crm/__terp__.py index 0e3fef9603a..ef080317f53 100644 --- a/addons/crm/__terp__.py +++ b/addons/crm/__terp__.py @@ -47,9 +47,9 @@ between mails and Open ERP.""", 'depends': ['base'], 'init_xml': ['crm_data.xml'], 'update_xml': [ - 'crm_view.xml', - 'crm_report.xml', 'crm_wizard.xml', + 'crm_view.xml', + 'crm_report.xml', 'security/crm_security.xml', 'security/ir.model.access.csv' ], diff --git a/addons/crm/crm.py b/addons/crm/crm.py index b0f85a9e52a..673b14fe65d 100644..100755 --- a/addons/crm/crm.py +++ b/addons/crm/crm.py @@ -42,8 +42,8 @@ MAX_LEVEL = 15 AVAILABLE_STATES = [ ('draft','Draft'), ('open','Open'), - ('cancel', 'Cancel'), - ('done', 'Close'), + ('cancel', 'Cancelled'), + ('done', 'Closed'), ('pending','Pending') ] @@ -74,7 +74,9 @@ class crm_case_section(osv.osv): 'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by Open ERP about cases in this section"), 'parent_id': fields.many2one('crm.case.section', 'Parent Section'), 'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Sections'), - "gateway_ids" : fields.one2many("crm.email.gateway",'section_id',"Email Gateway") + "gateway_ids" : fields.one2many("crm.email.gateway",'section_id',"Email Gateway"), + 'calendar' : fields.boolean('Calendar', help='Allow to show calendar'), + } _defaults = { 'active': lambda *a: 1, @@ -1037,5 +1039,43 @@ class crm_email_history(osv.osv): _order = 'id desc' crm_email_history() + +class crm_email_add_cc_wizard(osv.osv_memory): + _name = "crm.email.add.cc" + _description = "Email Add CC" + _columns = { + 'name': fields.selection([('user','User'),('partner','Partner'),('email','Email Address')], 'Send to', required=True), + 'user_id': fields.many2one('res.users',"User"), + 'partner_id': fields.many2one('res.partner',"Partner"), + 'email': fields.char('Email', size=32), + } + + def change_email(self, cr, uid, ids, user, partner): + if (not partner and not user): + return {'value':{'email': False}} + email = False + if partner: + addr = self.pool.get('res.partner').address_get(cr, uid, [partner], ['contact']) + if addr: + email = self.pool.get('res.partner.address').read(cr, uid,addr['contact'] , ['email'])['email'] + elif user: + addr = self.pool.get('res.users').read(cr, uid, user, ['address_id'])['address_id'] + if addr: + email = self.pool.get('res.partner.address').read(cr, uid,addr[0] , ['email'])['email'] + return {'value':{'email': email}} + + + def add_cc(self, cr, uid, ids, context={}): + email = self.read(cr, uid, ids[0])['email'] + if not context: + return {} + history_line = self.pool.get('crm.case.history').browse(cr, uid, context['active_id']) + crm_case = self.pool.get('crm.case') + case_id = history_line.log_id.case_id.id + crm_case.write(cr, uid, case_id, {'email_cc' : email}) + return {} + +crm_email_add_cc_wizard() + # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml index e9b23b8b50d..156ac40aa3a 100644..100755 --- a/addons/crm/crm_view.xml +++ b/addons/crm/crm_view.xml @@ -3,6 +3,7 @@ <data> <menuitem icon="terp-crm" id="menu_crm" name="CRM & SRM"/> <menuitem id="menu_crm_configuration" name="Configuration" parent="crm.menu_crm" sequence="0"/> + <menuitem action="wizard_case_section_menu" id="menu_wizard_case_section_menu" parent="crm.menu_crm_configuration" type="wizard"/> <wizard id="wizard_crm_send_mail" model="crm.case.history" name="crm.send.mail" string="Send Mail" menu="False"/> <wizard id="wizard_crm_new_send_mail" model="crm.case" name="crm.new.send.mail" string="Send New Mail" menu="False"/> @@ -37,8 +38,11 @@ <field name="active" select="2"/> <field name="user_id" select="2"/> <field name="parent_id" select="2" widget="selection"/> - <field name="allow_unlink" select="2"/> - <field name="reply_to" select="2"/> + <group colspan="2" > + <field name="allow_unlink" select="2"/> + <field name="calendar" select="2"/> + </group> + <field name="reply_to" select="2"/> <field name="gateway_ids" widget="one2many_list" nolabel="1" colspan="4"> <tree string="Email Gateway" editable="bottom"> <field name="name" /> @@ -234,7 +238,39 @@ <field name="view_id" ref="crm_case_rule_tree-view"/> </record> <menuitem action="crm_case_rule-act" id="menu_crm_case_rule-act" parent="crm.next_id_51"/> + + <record id="view_crm_email_add_cc_wizard" model="ir.ui.view"> + <field name="name">Add CC</field> + <field name="model">crm.email.add.cc</field> + <field name="type">form</field> + <field name="arch" type="xml"> + <form string="Add CC"> + <field name="name"/> + <separator string="Test" colspan="4"/> + <newline/> + <field name="user_id" + attrs="{ 'required' : [('name','=','user')]}" + on_change="change_email(user_id, partner_id)" + /> + <field name="partner_id" + attrs="{'required' : [('name','=','partner')]}" + on_change="change_email(user_id, partner_id)" + /> + <field name="email"/> + <button name="add_cc" string="Ok" type="object" icon="gtk-go-forward"/> + </form> + </field> + </record> + <record id="action_view_crm_email_add_cc_wizard" model="ir.actions.act_window"> + <field name="name">Add CC</field> + <field name="type">ir.actions.act_window</field> + <field name="res_model">crm.email.add.cc</field> + <field name="view_type">form</field> + <field name="view_mode">form</field> + <field name="target">new</field> + </record> + <!-- Cases --> <record id="crm_case_log_tree-view" model="ir.ui.view"> <field name="name">crm.case.log.tree</field> @@ -380,10 +416,14 @@ </group> <field name="history_line" colspan="4" nolabel="1" mode="form,tree"> <form string="Communication history"> - <group col="6" colspan="4"> + <group col="7" colspan="4"> <field name="date"/> <field name="email"/> <field name="canal_id"/> + <button + string="Add a CC" + name="%(action_view_crm_email_add_cc_wizard)d" + icon="gtk-add" type="action"/> </group> <newline/> <field name="description" colspan="4" nolabel="1"/> diff --git a/addons/crm/crm_wizard.xml b/addons/crm/crm_wizard.xml index 9e96530a782..1227f273fd3 100644 --- a/addons/crm/crm_wizard.xml +++ b/addons/crm/crm_wizard.xml @@ -6,9 +6,8 @@ <wizard string="Fetch mail" model="crm.case.section" name="crm.case.section.fetchmail" - id="wizard_crm_case_section_fetchmail"/> - - <menuitem action="wizard_case_section_menu" id="menu_wizard_case_section_menu" parent="crm.menu_crm_configuration" type="wizard"/> + id="wizard_crm_case_section_fetchmail"/> + </data> </openerp> diff --git a/addons/crm/wizard/wizard_crm_new_send_email.py b/addons/crm/wizard/wizard_crm_new_send_email.py index b905d31aa8e..330096c8373 100644 --- a/addons/crm/wizard/wizard_crm_new_send_email.py +++ b/addons/crm/wizard/wizard_crm_new_send_email.py @@ -27,6 +27,7 @@ import netsvc import ir import pooler import tools +import base64 from tools.translate import _ @@ -39,17 +40,35 @@ 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" /> + <separator colspan="4" string="State of Case"/> + <newline/> + <field name="state" /> </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} + 'text': {'string':'Message', 'type':'text_tag', 'required':True}, + 'state':{'string':'State', 'type':'selection', 'selection':[('done','Done'),('pending','Pending'),('unchanged','Unchanged')]}, + 'doc1' : {'string':"Attachment1", 'type':'binary'}, + 'doc2' : {'string':"Attachment2", 'type':'binary'}, + 'doc3' : {'string':"Attachment3", 'type':'binary'}, + 'state' : {'string':"Set State to", 'type':'selection', 'required' : True, 'default' :'done',\ + 'selection': [('unchanged','Unchanged'),('done','Done'),('pending','Pending')]}, } # 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') @@ -62,16 +81,32 @@ def _mass_mail_send(self, cr, uid, data, context): emails = [data['form']['to']] + (data['form']['cc'] or '').split(',') emails = filter(None, emails) body = data['form']['text'] + if not case.user_id.address_id.email: + raise wizard.except_wizard(_('Warning!'),("Please specify user's email address")) if case.user_id.signature: body += '\n\n%s' % (case.user_id.signature) - tools.email_send( + flag = tools.email_send( case.user_id.address_id.email, emails, data['form']['subject'], + body, case_pool.format_body(body), + attach=attach, reply_to=case.section_id.reply_to, tinycrm=str(case.id) ) + if flag: + if data['form']['state'] == 'unchanged': + pass + elif data['form']['state'] == 'done': + case_pool.case_close(cr, uid, data['ids']) + elif data['form']['state'] == 'pending': + case_pool.case_pending(cr, uid, data['ids']) + cr.commit() + 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): diff --git a/addons/crm_configuration/__terp__.py b/addons/crm_configuration/__terp__.py index dd50d455600..ad223e81625 100644 --- a/addons/crm_configuration/__terp__.py +++ b/addons/crm_configuration/__terp__.py @@ -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': [], diff --git a/addons/crm_configuration/crm_bugs_menu.xml b/addons/crm_configuration/crm_bugs_menu.xml index 218acd0e420..ff61776e21d 100644 --- a/addons/crm_configuration/crm_bugs_menu.xml +++ b/addons/crm_configuration/crm_bugs_menu.xml @@ -34,7 +34,7 @@ ALL BUGS --> <record model="ir.actions.act_window" id="crm_case_categ_act0"> - <field name="name">All Bugs</field> + <field name="name">Bugs</field> <field name="res_model">crm.case</field> <field name="view_type">form</field> <field name="view_mode">tree,calendar</field> @@ -62,644 +62,6 @@ <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all1"> - <field name="name">Bugs Waiting Approval</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all1"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all2"> - <field name="name">Open Bugs</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'stage_id\',\'<>\','+str(stage7)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all3"> - <field name="name">Bugs With Patches Waiting Approval</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'categ_id\',\'=\','+str(categ2)+'), (\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all3"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all4"> - <field name="name">Bugs Not Fixed</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'), (\'categ_id\',\'<>\','+str(categ3)+'),(\'categ_id\',\'=\','+str(categ1)+'), (\'stage_id\',\'<>\','+str(stage2)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all4"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all4"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all4"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all5"> - <field name="name">Pending Bugs</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all5"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all5"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all5"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all5"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all5"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all6"> - <field name="name">Planned For Future Release</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'stage_id\',\'=\','+str(stage7)+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all6"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all6"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all6"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all6"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all6"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all7"> - <field name="name">Waiting For Reporter Response</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all7"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all7"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all7"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all7"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all7"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_all8"> - <field name="name">Old Bugs</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'<>\','+str(categ3)+'),(\'state\',\'<>\',\'draft\'),(\'state\',\'<>\',\'open\'),(\'state\',\'<>\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_all8"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_all8"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_all8"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_all8"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_all8"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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 - --> - <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> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my0"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_my0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_my0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my0"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_act_new"> - <field name="name">New Bug</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">form,tree</field> - <field name="view_id" ref="crm_case_form_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view1_new"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view"/> - <field name="act_window_id" ref="crm_case_categ_act_new"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view1_new"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_my1"> - <field name="name">My Open Bugs</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my1"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - <record model="ir.actions.act_window" id="crm_case_category_act_my2"> - <field name="name">My Bugs With Patches</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'categ_id\',\'=\','+str(categ2)+'), (\'stage_id\',\'=\','+str(stage5)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_my3"> - <field name="name">My Bugs Not Fixed</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'user_id\',\'=\',uid),(\'categ_id\',\'=\','+str(categ1)+'), (\'stage_id\',\'<>\','+str(stage2)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_bugs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_my3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_my3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_my3"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <!-- - ALL FEATURE REQUESTS - --> - <record model="ir.actions.act_window" id="crm_case_category_act_f0"> - <field name="name">All Feature Requests</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f0"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f0"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f1"> - <field name="name">New Feature Request</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">form,tree</field> - <field name="view_id" ref="crm_case_form_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f1"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view"/> - <field name="act_window_id" ref="crm_case_category_act_f1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f1"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f2"> - <field name="name">Feature Requests Waiting Approval</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'), (\'categ_id\',\'=\','+str(categ3)+'), (\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - <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> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'stage_id\',\'<>\','+str(stage7)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f3"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f4"> - <field name="name">Pending Feature Requests</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f4"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f4"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f4"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f5"> - <field name="name">Planned For Future Release</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\'),(\'stage_id\',\'=\','+str(stage7)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f5"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f5"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f5"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f5"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f5"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f6"> - <field name="name">Waiting For Reporter Response</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'=\',\'pending\'),(\'stage_id\',\'=\','+str(stage5)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f6"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f6"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f6"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f6"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f6"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_f7"> - <field name="name">Old Feature Requests</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support)+'),(\'categ_id\',\'=\','+str(categ3)+'),(\'state\',\'<>\',\'draft\'),(\'state\',\'<>\',\'open\'),(\'state\',\'<>\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_feature_request_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_f7"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_f7"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_f7"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_f7"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_f7"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - </data> </openerp> diff --git a/addons/crm_configuration/crm_bugs_view.xml b/addons/crm_configuration/crm_bugs_view.xml index a48c54de94c..612037d1c20 100644..100755 --- a/addons/crm_configuration/crm_bugs_view.xml +++ b/addons/crm_configuration/crm_bugs_view.xml @@ -23,19 +23,21 @@ <button icon="gtk-go-forward" string="" name="stage_next" type="object"/> </group> <field name="date"/> - <field name="email_from" colspan="2"/> <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)"/> <field name="priority" string="Severity"/> - + <group colspan="2"> + <field name="case_id" select="1"/> + <button string="Assign" name="%(crm_generic_wizard_act)d" type="action" /> + </group> <newline/> <separator string= "Description" colspan="4"/> <field name="description" nolabel="1" colspan="4"/> @@ -76,6 +78,19 @@ </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"/> @@ -134,20 +149,42 @@ <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Bugs"> - <group col="5" colspan="1"> - <filter icon="gtk-execute" string="My Bugs" domain="[('user_id','=',uid)]" separator="1" help="Bugs Related to Current User"/> - <filter icon="gtk-execute" string="Fixed Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Bugs"/> - <filter icon="gtk-execute" string="Waiting Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Bugs"/> - <filter icon="gtk-execute" string="Future Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]" separator="1" help="All Future Bugs"/> + <group col="7" colspan="1"> + <filter icon="gtk-apply" string="Fixed Bugs" + domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]" + separator="1" help="All Fixed Bugs" + /> + <filter icon="gtk-media-pause" string="Waiting Bugs" + domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]" + separator="1" help="All Waiting Bugs" + /> + <filter icon="gtk-media-forward" string="Future Bugs" + domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]" + separator="1" help="All Future Bugs" + /> + <separator orientation="vertical"/> + <filter icon="gtk-home" string=" Today " + separator="1" + domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" + help="Todays's bugs" + /> + <filter icon="gtk-media-rewind" string=" 7 Days " + separator="1" domain="[]" + help="Bugs during last 7 days" + /> </group> - <group col="4" colspan="4"> + <separator orientation="vertical"/> + <group col="4" colspan="2"> + <field name="name" select='1' string="Subject"/> + <field name="user_id" select="1" widget="selection"> + <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Bugs" default="1"/> + <filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Bugs"/> + </field> <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Bugs"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Bugs"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Bugs"/> + <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Bugs"/> + <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Bugs"/> + <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Bugs"/> </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> </group> </search> </field> diff --git a/addons/crm_configuration/crm_claims_menu.xml b/addons/crm_configuration/crm_claims_menu.xml index 9f98aaeffcd..ba825bfef1e 100644 --- a/addons/crm_configuration/crm_claims_menu.xml +++ b/addons/crm_configuration/crm_claims_menu.xml @@ -34,143 +34,5 @@ </record> <menuitem name="Claims" id="menu_crm_case_claims" parent="menu_aftersale" action="crm_case_categ_claim0"/> - <!-- My Claims --> - <record model="ir.actions.act_window" id="crm_case_category_act_claim_my1"> - <field name="name">My Claims</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,calendar</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_claim_my1"> - <field name="sequence" eval="3"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_claims_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my1"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_claim1"> - <field name="name">Claims</field> - <field name="res_model">crm.case</field> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_claims_form_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim1"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_claim_my2"> - <field name="name">My Unclosed Claims</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'<>\',\'done\'),(\'state\',\'<>\',\'cancel\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_my2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_claims_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_claim_my2_open"> - <field name="name">My Open Claims</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form</field> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my2_open"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_my2_open"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_claims_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_my2_open"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my2_open"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <!-- 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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_claim_all2"> - <field name="name">All Unclosed Claims</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'state\',\'<>\',\'done\'),(\'state\',\'<>\',\'cancel\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_claims_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_all2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_claims_tree_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_all2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_claims_calendar_view"/> - <field name="act_window_id" ref="crm_case_category_act_claim_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_all2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - -</data> + </data> </openerp> diff --git a/addons/crm_configuration/crm_claims_view.xml b/addons/crm_configuration/crm_claims_view.xml index 730072228fa..706e38602de 100644..100755 --- a/addons/crm_configuration/crm_claims_view.xml +++ b/addons/crm_configuration/crm_claims_view.xml @@ -12,17 +12,12 @@ <field name="arch" type="xml"> <tree string="Claims" colors="red:state=='open'"> <field name="id"/> + <field name="name"/> <field name="partner_id"/> - <field name="date" string="Date of Claim"/> - <field name="categ_id" string="Type of claim" select="1"/> - <field name="date_closed"/> - <field name="planned_cost" string="Claim Cost"/> + <field name="date" string="Date"/> + <field name="categ_id" string="Type" select="1"/> + <field name="user_id" string="Responsible" select="2"/> <field name="state"/> - <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/> - <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_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> </tree> </field> </record> @@ -41,12 +36,15 @@ <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"> @@ -155,19 +153,26 @@ <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Claims"> - <group col="5" colspan="1"> - <filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" help="Claims Related to Current User"/> - <filter icon="gtk-execute" string="Fixed Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Claims"/> - <filter icon="gtk-execute" string="Waiting Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Claims"/> - <filter icon="gtk-execute" string="Accepted Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Accepted as Claim')]" separator="1" help="All Accepted Claims"/> + <group col="4" colspan="1"> + <filter icon="gtk-new" string="New Claims" + domain="[('section_id.name','=','Claims'),('state','=','draft')]" + separator="1" help="New Claims" + /> + <filter icon="gtk-execute" + string="In Progress Claims" + domain="[('section_id.name','=','Claims'),('state','=','open')]" + separator="1" help="In Progress Claims" + /> + <filter icon="gtk-media-pause" + string="Pending Claims" + domain="[('section_id.name','=','Claims'),('state','=','pending')]" + separator="1" help="All pending Claims" + /> </group> - <group col="4" colspan="4"> - <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Claims"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Claims"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Claims"/> - </field> + <separator orientation="vertical"/> + <group col="4" colspan="2"> <field name="name" select='1'/> + <field name="partner_id" select="1"/> <field name="user_id" select="1" widget="selection"/> </group> </search> diff --git a/addons/crm_configuration/crm_config.py b/addons/crm_configuration/crm_config.py index 10805576844..f4873bb1735 100644 --- a/addons/crm_configuration/crm_config.py +++ b/addons/crm_configuration/crm_config.py @@ -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: diff --git a/addons/crm_configuration/crm_config_view.xml b/addons/crm_configuration/crm_config_view.xml index 87ee5c2524e..c65344fbcb8 100644 --- a/addons/crm_configuration/crm_config_view.xml +++ b/addons/crm_configuration/crm_config_view.xml @@ -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> diff --git a/addons/crm_configuration/crm_configuration_wizard.xml b/addons/crm_configuration/crm_configuration_wizard.xml index 8bacfa6b68d..dfd1397902e 100644 --- a/addons/crm_configuration/crm_configuration_wizard.xml +++ b/addons/crm_configuration/crm_configuration_wizard.xml @@ -3,7 +3,7 @@ <data> <wizard - string="History of Events" + string="History of Events" name="crm.case.history.events" model="crm.case" id="wizard_case_history_event" /> @@ -31,6 +31,14 @@ 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" @@ -39,6 +47,15 @@ name="crm.case.reschedule_phone_call" multi="True" string="Schedule Phone Call" /> + + <wizard + id="wizard_partner_create_opportunity" + keyword="client_action_multi" + model="res.partner" + name="crm.case.partner.opportunity_create" + menu="False" + string="Create Opportunity"/> + </data> </openerp> diff --git a/addons/crm_configuration/crm_fund_menu.xml b/addons/crm_configuration/crm_fund_menu.xml index 44df34c9f06..652a176091b 100644 --- a/addons/crm_configuration/crm_fund_menu.xml +++ b/addons/crm_configuration/crm_fund_menu.xml @@ -31,182 +31,6 @@ </record> <menuitem name="Fund Raising" id="menu_crm_case_fund_raise" parent="crm.menu_crm" action="crm_case_category_act_fund_all1"/> - - <!-- My Funds --> - <record model="ir.actions.act_window" id="crm_case_category_act_fund_my1"> - <field name="name">My Funds</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my1"> - <field name="sequence" eval="3"/> - <field name="view_mode">graph</field> - <field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my1"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_fund1"> - <field name="name">Funds</field> - <field name="res_model">crm.case</field> - <field name="view_mode">form,graph</field> - <field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund1"> - <field name="sequence" eval="2"/> - <field name="view_mode">graph</field> - <field name="view_id" ref="crm_configuration.crm_case_graph_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund1"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_fund_my2"> - <field name="name">My Funds Waiting Validation</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my2"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my2"> - <field name="sequence" eval="3"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_fund_my3"> - <field name="name">My Funds To Be Processed</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_my3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_my3"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_my3"> - <field name="sequence" eval="3"/> - <field name="view_mode">graph</field> - <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"/> - - <!-- 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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_fund_all2"> - <field name="name">All Funds Waiting Validation</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all2"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all2"> - <field name="sequence" eval="3"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_fund_all3"> - <field name="name">All Funds To Be Processed</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support4)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_fund_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_configuration.crm_case_tree_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_fund_all3"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_configuration.crm_case_form_view_fund"/> - <field name="act_window_id" ref="crm_case_category_act_fund_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_fund_all3"> - <field name="sequence" eval="3"/> - <field name="view_mode">graph</field> - <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"/> </data> </openerp> diff --git a/addons/crm_configuration/crm_fund_view.xml b/addons/crm_configuration/crm_fund_view.xml index 9398786ec25..1e96637eee9 100644 --- a/addons/crm_configuration/crm_fund_view.xml +++ b/addons/crm_configuration/crm_fund_view.xml @@ -153,11 +153,15 @@ <field name="arch" type="xml"> <search string="Search Funds"> <group col='6' colspan='4'> - <filter icon="gtk-execute" string="My Funds" domain="[('user_id','=',uid)]" separator="1" help="Funds Related to Current User"/> + <filter icon="terp-partner" string="My Funds" + default="1" domain="[('user_id','=',uid)]" + separator="1" + help="Funds Related to Current User" + /> <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Funds"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Funds"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Funds"/> + <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Funds"/> + <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Funds"/> + <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Funds"/> </field> <field name="name" select='1'/> <field name="user_id" select="1" widget="selection"/> diff --git a/addons/crm_configuration/crm_helpdesk_menu.xml b/addons/crm_configuration/crm_helpdesk_menu.xml index 7989897f927..1a0885440c5 100644 --- a/addons/crm_configuration/crm_helpdesk_menu.xml +++ b/addons/crm_configuration/crm_helpdesk_menu.xml @@ -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"/> @@ -46,356 +46,22 @@ <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"> <field name="sequence" eval="2"/> <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> + <field name="view_id" ref="crm_case_helpdesk_calendar_view"/> <field name="act_window_id" ref="crm_case_categ_help_act"/> </record> <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"/> - - <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="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="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="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"/> - - <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="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'user_id\',\'=\',uid),(\'state\',\'<>\',\'done\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - - <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="act_window_id" ref="crm_case_helpdesk_act_my1"/> - </record> - - <record model="ir.actions.act_window.view" id="action_crm_helpdesk_calendar_view_my1"> - <field name="sequence" eval="3"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_my1"/> - </record> - - <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="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"/> - - <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="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"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_my2"/> - </record> - <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="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"/> - - <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="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"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_my1"/> - </record> - <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="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"/> - - <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="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"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_my0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_my0"/> - </record> - <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="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"/> - - - <record model="ir.actions.act_window" id="crm_case_helpdesk_act_myhelpdesk"> - <field name="name">Calendar of Helpdesk</field> - <field name="res_model">crm.case</field> - <field name="view_mode">calendar,tree,form</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'done\'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_myhelpdesk"> - <field name="sequence" eval="1"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_myhelpdesk"/> - </record> - <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="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="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"/> - - <!-- - 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"/> - - - <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="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'<>\',\'done\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_all3"/> - </record> - <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="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"/> - - <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="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_all2"/> - </record> - <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="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"/> - - <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="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_all1"/> - </record> - <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="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"/> - - - <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="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm.view_crm_case_filter"/> - </record> - <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="act_window_id" ref="crm_case_helpdesk_act_all0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_all0"/> - </record> - <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="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"/> - - <record model="ir.actions.act_window" id="crm_case_helpdesk_act_allhelpdesk"> - <field name="name">Calendar of Helpdesk</field> - <field name="res_model">crm.case</field> - <field name="view_mode">calendar,tree,form</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_help'))+'),(\'state\',\'=\',\'done\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_allhelpdesk"> - <field name="sequence" eval="1"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm.crm_case_calendar-view"/> - <field name="act_window_id" ref="crm_case_helpdesk_act_allhelpdesk"/> - </record> - <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="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="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"/> - </data> </openerp> diff --git a/addons/crm_configuration/crm_helpdesk_view.xml b/addons/crm_configuration/crm_helpdesk_view.xml new file mode 100644 index 00000000000..63b7141eebe --- /dev/null +++ b/addons/crm_configuration/crm_helpdesk_view.xml @@ -0,0 +1,158 @@ +<?xml version="1.0"?> +<openerp> +<data> + + # ------------------------------------------------------ + # Helpdisk Support + # ------------------------------------------------------ + + <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_helpdesk_calendar_view"> + <field name="name">CRM - Helpdisk Support Calendar</field> + <field name="model">crm.case</field> + <field name="type">calendar</field> + <field name="priority" eval="2"/> + <field name="arch" type="xml"> + <calendar string="Helpdisk Supports" date_start="date" color="user_id" date_delay="duration"> + <field name="name"/> + <field name="partner_id"/> + <field name="categ_id"/> + </calendar> + </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> diff --git a/addons/crm_configuration/crm_jobs_menu.xml b/addons/crm_configuration/crm_jobs_menu.xml index 06762cae4a9..507f97ea237 100644 --- a/addons/crm_configuration/crm_jobs_menu.xml +++ b/addons/crm_configuration/crm_jobs_menu.xml @@ -4,478 +4,48 @@ <menuitem icon="terp-hr" id="menu_hr" name="Human Resources"/> ######################## JOB OPPORTUNITIES (menu) ########################### - <record model="ir.actions.act_window" id="crm_case_categ0_act111"> + <record model="ir.actions.act_window" id="crm_case_categ0_act_job"> <field name="name">All Jobs Requests</field> <field name="res_model">crm.case</field> <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> + <field name="view_id" ref="crm_case_tree_view_job"/> <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support0)+')]'"/> <field name="context" eval="{'default_state':'open'}"/> <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111"> + <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act_job"> <field name="sequence" eval="1"/> <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act111"/> + <field name="view_id" ref="crm_case_tree_view_job"/> + <field name="act_window_id" ref="crm_case_categ0_act_job"/> </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act111"> + <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_act_job"> <field name="sequence" eval="2"/> <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act111"/> + <field name="view_id" ref="crm_case_calendar_view_job"/> + <field name="act_window_id" ref="crm_case_categ0_act_job"/> </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act111"> + <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_act_job"> <field name="sequence" eval="3"/> <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act111"/> + <field name="view_id" ref="crm_case_form_view_job"/> + <field name="act_window_id" ref="crm_case_categ0_act_job"/> </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act111"> + <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_act_job"> <field name="sequence" eval="4"/> <field name="view_mode">graph</field> <field name="view_id" ref="crm_case_graph_view_stage_cost"/> - <field name="act_window_id" ref="crm_case_categ0_act111"/> + <field name="act_window_id" ref="crm_case_categ0_act_job"/> </record> <menuitem name="Jobs - Hiring Process" id="menu_crm_case_job_req_main" parent="menu_hr"/> - <!-- - MY JOBS REQUESTS - --> - <record model="ir.actions.act_window" id="crm_case_categ0_act11"> - <field name="name">My Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act11"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act11"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act11"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_my_new3"> - <field name="name">New Job Request</field> - <field name="res_model">crm.case</field> - <field name="view_mode">form,tree</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my3"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my_new3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my3"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_my3"> - <field name="name">My Current Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'in\',(\'pending\',\'open\',\'draft\')),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_my3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my3"> - <field name="sequence" eval="3"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_my3"> - <field name="sequence" eval="2"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my3"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_my2"> - <field name="name">My Jobs Propositions to Review</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'draft\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my2"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_my1"> - <field name="name">My Pending Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my1"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my1"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_my0"> - <field name="name">My Open Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_my0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my0"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_my0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_my0"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_myjobs"> - <field name="name">Calendar Of My Interviews</field> - <field name="res_model">crm.case</field> - <field name="view_mode">calendar,tree,form,graph</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="domain" eval="'[(\'state\',\'=\',\'done\'),(\'user_id\',\'=\',uid),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_myjobs"> - <field name="sequence" eval="1"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_myjobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_myjobs"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_myjobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_myjobs"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_myjobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_myjobs"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <!-- + <!-- ALL JOBS REQUESTS --> - <menuitem parent="menu_crm_case_job_req_main" id="menu_crm_case_categ0_act111" action="crm_case_categ0_act111"/> - - - <record model="ir.actions.act_window" id="crm_case_categ0_act_all3"> - <field name="name">Current Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'state\',\'<>\',\'done\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all3"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all3"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all3"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_all2"> - <field name="name">All Jobs Propositions to Review</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'state\',\'=\',\'draft\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all2"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_all1"> - <field name="name">All Pending Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'state\',\'=\',\'pending\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all1"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all1"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all1"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_all0"> - <field name="name">All Open Jobs Requests</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,calendar,form,graph</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="domain" eval="'[(\'state\',\'=\',\'open\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_jobs_filter"/> - </record> - <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_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_all0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all0"/> - </record> - <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_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_all0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_all0"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ0_act_alljobs"> - <field name="name">Calendar Of Interviews</field> - <field name="res_model">crm.case</field> - <field name="view_mode">calendar,tree,form,graph</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="domain" eval="'[(\'state\',\'=\',\'done\'),(\'section_id\',\'=\','+str(section_support0)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_calendar_view_alljobs"> - <field name="sequence" eval="1"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_calendar_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_alljobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_alljobs"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_alljobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_form_view_alljobs"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view11"/> - <field name="act_window_id" ref="crm_case_categ0_act_alljobs"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_sec_graph_view_alljobs"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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_job_req_main" id="menu_crm_case_categ0_act_job" action="crm_case_categ0_act_job"/> </data> </openerp> diff --git a/addons/crm_configuration/crm_jobs_view.xml b/addons/crm_configuration/crm_jobs_view.xml index bb109a3c488..c7a2f08c72a 100644..100755 --- a/addons/crm_configuration/crm_jobs_view.xml +++ b/addons/crm_configuration/crm_jobs_view.xml @@ -5,7 +5,7 @@ # Jobs # ------------------------------------------------------ - <record model="ir.ui.view" id="crm_case_tree_view11"> + <record model="ir.ui.view" id="crm_case_tree_view_job"> <field name="name">CRM - Jobs Requests Tree</field> <field name="model">crm.case</field> <field name="type">tree</field> @@ -13,10 +13,10 @@ <tree string="Jobs - Recruitment Tree" colors="red:state=='open'"> <field name="id"/> <field name="name" string="Description"/> - <field name="partner_name" string="Candidate Name"/> - <field name="partner_phone"/> + <field name="partner_name" string="Name"/> + <field name="email_from" string="Candidate Email"/> + <field name="partner_phone" string="Candidate Phone"/> <field name="categ_id" string="Applied Job" select="1"/> - <field name="category2_id" string="Degree" select="1"/> <field name="stage_id"/> <field name="priority" string="Appreciation"/> <field name="user_id"/> @@ -30,7 +30,7 @@ </field> </record> - <record model="ir.ui.view" id="crm_case_form_view11"> + <record model="ir.ui.view" id="crm_case_form_view_job"> <field name="name">CRM - Jobs Requests Form</field> <field name="model">crm.case</field> <field name="type">form</field> @@ -40,7 +40,8 @@ <field name="name" string="Description" colspan="2"/> <field name="section_id" colspan="1" widget="selection"/> <field name="user_id" string="Responsible" select="2"/> - <button name="set_partner" string="Convert to Partner" icon="terp-partner"/> + <button string="Schedule a Phone Call" + name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" /> <newline/> <label string="Stage: " align="1.0"/> <group colspan="1" col="2"> @@ -60,8 +61,11 @@ <field name="partner_mobile"/> <field name="email_from" string="Candidate Email"/> <newline/> - <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> + <group col="6" colspan="4"> + <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> + <button name="set_partner" string="Convert to Partner" icon="terp-partner"/> <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/> + </group> <separator colspan="4" string="Contract Data"/> <field name="probability" string="Availability (weeks)"/> <newline/> @@ -137,7 +141,7 @@ </field> </record> - <record model="ir.ui.view" id="crm_case_calendar_view11"> + <record model="ir.ui.view" id="crm_case_calendar_view_job"> <field name="name">CRM - Jobs Requests Calendar</field> <field name="model">crm.case</field> <field name="type">calendar</field> @@ -157,19 +161,34 @@ <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Jobs"> - <group col="5" colspan="1"> - <filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/> - <filter icon="gtk-execute" string="Initial Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/> - <filter icon="gtk-execute" string="First Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','First Interview')]" separator="1" help="First Interview"/> - <filter icon="gtk-execute" string="Second Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Second Interview')]" separator="1" help="Second Interview"/> + <group col="7" colspan="1"> + <filter icon="gtk-home" string=" Today " + separator="1" + domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" + help="Todays's Jobs Requests" + /> + <filter icon="gtk-media-rewind" + string=" 7 Days " separator="1" domain="[]" + help="Jobs Requests during last 7 days" + /> + <separator orientation="vertical"/> + <filter icon="gtk-new" string="New Jobs" + domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" + separator="1" help="All Initial Jobs" + /> + <filter icon="gtk-yes" string="Open Jobs" + domain="[('section_id.name','=','Jobs'),('state','=','open')]" + separator="1" help="Open Jobs" + /> + <filter icon="gtk-media-pause" string="Pending Jobs" + domain="[('section_id.name','=','Jobs'),('state','=','pending')]" + separator="1" help="Pending Jobs" + /> </group> - <group col="4" colspan="4"> - <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Jobs"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Jobs"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Jobs"/> - </field> - <field name="name" select='1'/> + <separator orientation="vertical"/> + <group col="4" colspan="2"> + <field name="name" select='1' string="Name"/> + <field name="email_from" select='1' string="Email"/> <field name="user_id" select="1" widget="selection"/> </group> </search> diff --git a/addons/crm_configuration/crm_lead_menu.xml b/addons/crm_configuration/crm_lead_menu.xml index 6127d36b35a..204bd7b9238 100644 --- a/addons/crm_configuration/crm_lead_menu.xml +++ b/addons/crm_configuration/crm_lead_menu.xml @@ -27,251 +27,6 @@ <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_all1"> - <field name="name">Current Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'<>\',\'done\'),(\'state\',\'<>\',\'cancel\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_all1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all1"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_unassigned"> - <field name="name">Unassigned Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'<>\',\'done\'),(\'state\',\'<>\',\'cancel\'),(\'user_id\',\'=\',False)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_unassigned"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_unassigned"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_unassigned"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_all2"> - <field name="name">All Draft Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'draft\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_all3"> - <field name="name">All Prospects to Qualify</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_all3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all3"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_all4"> - <field name="name">All Pending Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all4"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_all4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all4"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - -<!-- =================================================================== --> - <record model="ir.actions.act_window" id="crm_case_category_act_leads_my"> - <field name="name">My Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_my"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_my_new"> - <field name="name">New Prospect</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">form,tree</field> - <field name="view_id" ref="crm_case_form_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_new"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_my_new"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_new"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_my1"> - <field name="name">My Current Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'<>\',\'done\'),(\'state\',\'<>\',\'cancel\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_my1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my1"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_my3"> - <field name="name">My Prospects to Qualify</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my3"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_my3"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my3"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_leads_my4"> - <field name="name">My Pending Prospects</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support2)+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'pending\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_leads_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_my4"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_leads"/> - <field name="act_window_id" ref="crm_case_category_act_leads_my4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_my4"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> <!-- REPORTS --> <menuitem name="Prospects" id="menu_action_report_crm_case_lead" parent="report_crm.next_id_64"/> diff --git a/addons/crm_configuration/crm_lead_view.xml b/addons/crm_configuration/crm_lead_view.xml index 5a98e4121dd..5efe38fa177 100644 --- a/addons/crm_configuration/crm_lead_view.xml +++ b/addons/crm_configuration/crm_lead_view.xml @@ -15,13 +15,13 @@ <group colspan="4" col="7"> <field name="name" select="1" string="Prospect Subject"/> <field name="section_id" colspan="1" widget="selection"/> + <field name="user_id" select="2"/> + <newline/> <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> - <button string="Convert to Partner" icon="terp-partner" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/> - <field name="user_id" select="2"/> <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Prospect Source"/> <field name="category2_id" string="Campaign Type" select="1"/> <button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/> @@ -35,7 +35,14 @@ <field name="partner_mobile"/> <field name="email_from" string="Prospect Email"/> <newline/> - <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)"/> + <group colspan="2" col="4"> + <label string="Partner:" colspan="1" align="1.0"/> + <field name="partner_id" nolabel="1" colspan="2"/> + <button string="Convert to Partner" + icon="terp-partner" name="%(wizard_crm_partner_create)d" + type="action" attrs="{'invisible':[('partner_id','!=',False)]}" + /> + </group> <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/> <field name="priority" string="Priority"/> @@ -85,7 +92,7 @@ </form> </field> </page> - <page string="Events"> + <page string="Events" groups="base.group_extended"> <field name="child_ids" colspan="4" nolabel="1"> <tree string="Related Cases"> <field name="id"/> @@ -98,7 +105,7 @@ </tree> </field> </page> - <page string="Emails"> + <page string="Emails" groups="base.group_extended"> <group colspan="4"> <field colspan="4" name="email_cc" string="CC"/> </group> @@ -140,12 +147,10 @@ <field name="category2_id" string="Campaign Type"/> <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_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/> <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"/> + <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> </tree> </field> </record> @@ -163,30 +168,61 @@ </field> </record> - <record id="view_crm_case_leads_filter" model="ir.ui.view"> + + <record id="view_crm_case_leads_filter" model="ir.ui.view"> <field name="name">crm.case.leads.select</field> <field name="model">crm.case</field> <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Prospects"> - <group col="5" colspan="1"> - <filter icon="gtk-execute" string="My Prospects" domain="[('user_id','=',uid)]" separator="1" help="Prospects Related to Current User"/> - <filter icon="gtk-execute" string="Assigned Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Assigned')]" separator="1" help="All Assigned Prospects"/> - <filter icon="gtk-execute" string="In Process Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','In Process')]" separator="1" help="In Process Prospects"/> - <filter icon="gtk-execute" string="Converted Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Converted')]" separator="1" help="Converted Prospects"/> + <group col="3" colspan="1"> + <filter icon="gtk-home" string=" Today " + separator="1" + domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" + help="Todays's Prospects" + /> + <filter icon="gtk-media-rewind" string=" 7 Days " + separator="1" domain="[]" + help="Prospects during last 7 days" + /> </group> - <group col="4" colspan="4"> + <separator orientation="vertical"/> + <group col="4" colspan="2"> + <field name="name" select="1"/> + <field name="user_id" select="1" widget="selection"> + <filter icon="terp-partner" + domain="[('user_id','=',uid)]" help="My Prospects" + default="1" + /> + <filter icon="terp-crm" + domain="[('user_id','child_of',[uid])]" + help="My department's Prospects" + /> + </field> <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Prospects"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Prospects"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Prospects"/> + <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/> + <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Prospects"/> </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> </group> </search> </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="supplier" position="after"> + <button string="Create Opportunity" + name="%(crm_configuration.wizard_partner_create_opportunity)d" icon="gtk-index" + type="action" colspan="2" + /> + </field> + </field> + </record> </data> </openerp> diff --git a/addons/crm_configuration/crm_meeting_data.xml b/addons/crm_configuration/crm_meeting_data.xml index 441cb45a0fc..086222c9f25 100644 --- a/addons/crm_configuration/crm_meeting_data.xml +++ b/addons/crm_configuration/crm_meeting_data.xml @@ -5,6 +5,7 @@ <record model="crm.case.section" id="section_support1"> <field name="name">Meetings</field> <field name="code">Mtngs</field> + <field name="calendar">True</field> </record> <!-- CASE CATEGORY(categ_id) --> diff --git a/addons/crm_configuration/crm_meeting_menu.xml b/addons/crm_configuration/crm_meeting_menu.xml index 0f519b55a04..c5d8f30a911 100644..100755 --- a/addons/crm_configuration/crm_meeting_menu.xml +++ b/addons/crm_configuration/crm_meeting_menu.xml @@ -47,6 +47,7 @@ <field name="view_id" ref="crm_case_calendar_view"/> <field name="context" eval="{'default_state':'open'}"/> <field name="search_view_id" ref="view_crm_case_meetings_filter"/> + <field name="domain" eval="[('section_id.calendar','=',1)]"/> </record> <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet"> <field name="sequence" eval="1"/> @@ -81,7 +82,7 @@ <field name="res_model">crm.case</field> <field name="view_mode">calendar,tree,form,graph,gantt</field> <field name="view_id" ref="crm_case_calendar_view_meet"/> - <field name="domain" eval="'[(\'user_id\',\'=\',uid)]'"/> + <field name="domain" eval="'[(\'user_id\',\'=\',uid),(\'section_id.calendar\',\'=\',1)]'"/> <field name="context" eval="{'default_state':'open'}"/> <field name="filter" eval="True"/> <field name="search_view_id" ref="view_crm_case_meetings_filter"/> @@ -112,33 +113,6 @@ </record> <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"/> - <field name="search_view_id" ref="view_crm_case_meetings_filter"/> - </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"/> - - <!-- ALL MEETINGS --> diff --git a/addons/crm_configuration/crm_meeting_view.xml b/addons/crm_configuration/crm_meeting_view.xml index 1febc90046a..67ed305e864 100644..100755 --- a/addons/crm_configuration/crm_meeting_view.xml +++ b/addons/crm_configuration/crm_meeting_view.xml @@ -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> diff --git a/addons/crm_configuration/crm_opportunity_menu.xml b/addons/crm_configuration/crm_opportunity_menu.xml index 120ed288f92..e14614531c6 100644 --- a/addons/crm_configuration/crm_opportunity_menu.xml +++ b/addons/crm_configuration/crm_opportunity_menu.xml @@ -34,186 +34,6 @@ <!-- 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> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor1"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor1"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor1"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - - <record model="ir.actions.act_window" id="crm_case_category_act_oppor_all2"> - <field name="name">All Unassigned Opportunities</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'pending\'),(\'user_id\',\'=\',False)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor_all2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor_all2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor_all2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor_all2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - -<!-- ======================================================== --> - <record model="ir.actions.act_window" id="crm_case_category_act_oppor22"> - <field name="name">My Opportunities</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor22"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor22"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor22"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor22"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor22"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_oppor"> - <field name="name">Opportunity</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">form,tree</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_oppor2"> - <field name="name">My Open Opportunities</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'open\'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_category_act_oppor_my2"> - <field name="name">My Pending Opportunities</field> - <field name="res_model">crm.case</field> - <field name="view_mode">tree,form,graph</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(section_support3)+'),(\'state\',\'=\',\'pending\'),(\'user_id\',\'=\',uid)]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_opportunities_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor_my2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_tree_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor_my2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <field name="view_id" ref="crm_case_form_view_oppor"/> - <field name="act_window_id" ref="crm_case_category_act_oppor_my2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor_my2"> - <field name="sequence" eval="4"/> - <field name="view_mode">graph</field> - <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"/> <!-- REPORTS --> <record model="ir.actions.act_window" id="action_report_crm_case_oppor_user"> diff --git a/addons/crm_configuration/crm_opportunity_view.xml b/addons/crm_configuration/crm_opportunity_view.xml index 0e30b8cd733..22fe5552413 100644 --- a/addons/crm_configuration/crm_opportunity_view.xml +++ b/addons/crm_configuration/crm_opportunity_view.xml @@ -6,6 +6,15 @@ # Opportunities # ------------------------------------------------------ + <act_window + id="crm_case_categ_meet_opportunity" + name="Schedule a Meeting" + res_model="crm.case" + src_model="crm.case" + view_mode="calendar,tree,form,gantt" + context="{'default_case_id': active_id, 'default_duration': 4.0}" + domain="[('section_id','=','Meetings')]"/> + <record model="ir.ui.view" id="crm_case_form_view_oppor"> <field name="name">CRM - Opportunities Form</field> <field name="model">crm.case</field> @@ -25,8 +34,11 @@ <button icon="gtk-go-forward" string="" name="stage_next" type="object"/> </group> <field name="date" string="Deadline"/> - <field name="id" select="1"/> - <button string="Schedule Meeting" icon="terp-crm" name="%(wizard_crm_meeting)d" type="action"/> + <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="%(crm_case_categ_meet_opportunity)d" type="action"/> </group> <notebook colspan="4"> <page string="Description"> @@ -135,36 +147,49 @@ <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_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/> <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"/> + <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> </tree> </field> </record> + <record id="view_crm_case_opportunities_filter" model="ir.ui.view"> <field name="name">crm.case.opportunities.select</field> <field name="model">crm.case</field> <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Opportunities"> - <group col="5" colspan="1"> - <filter icon="gtk-execute" string="My Opportunities" domain="[('user_id','=',uid)]" separator="1" help="Opportunities Related to Current User"/> - <filter icon="gtk-execute" string="Prospecting" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Prospecting')]" separator="1" help="All Prospecting Prospects"/> - <filter icon="gtk-execute" string="Proposition" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Value Proposition')]" separator="1" help="Value Proposition Prospects"/> - <filter icon="gtk-execute" string="Analysis" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Needs Analysis')]" separator="1" help="Needs Analysis Prospects"/> - </group> - <group col="4" colspan="4"> + <group col="3" colspan="1"> + <filter icon="gtk-home" string=" Today " + separator="1" + domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" + help="Todays's Opportunities" + /> + <filter icon="gtk-media-rewind" string=" 7 Days " + separator="1" domain="[]" + help="Opportunities during last 7 days" + /> + </group> + <separator orientation="vertical"/> + <group col="5" colspan="2"> + <field name="name" select="1" string="Opportunity"/> + <field name="user_id" select="1" widget="selection"> + <filter icon="terp-partner" + domain="[('user_id','=',uid)]" + help="My Opportunities" default="1" + /> + <filter icon="terp-crm" + domain="[('user_id','child_of',[uid])]" + help="My department's Opportunities" + /> + </field> + <field name="partner_id" select="1"/> <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Opportunities"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Opportunities"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Opportunities"/> + <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/> </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> - </group> + </group> </search> </field> </record> diff --git a/addons/crm_configuration/crm_phonecall_menu.xml b/addons/crm_configuration/crm_phonecall_menu.xml index 16e9f552e52..1897c3c24ac 100644 --- a/addons/crm_configuration/crm_phonecall_menu.xml +++ b/addons/crm_configuration/crm_phonecall_menu.xml @@ -52,7 +52,7 @@ <field name="view_id" ref="crm_case_phone_tree_view"/> <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/> <field name="context" eval="{'default_state':'open'}"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_inbound_phonecalls_filter"/> + <field name="search_view_id" ref="crm_configuration.view_crm_case_phonecalls_filter"/> </record> <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0"> <field name="sequence" eval="1"/> @@ -72,173 +72,6 @@ <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming1"> - <field name="name">New Incoming Call</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_form_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming1"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_incoming1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming1"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming2"> - <field name="name">Planned Calls</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+'), (\'state\',\'=\',\'open\')]'"/> - <field name="context" eval="{'default_state':'open'}"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_inbound_phonecalls_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_incoming2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_phone_calendar_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_incoming2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - -################################################################ - <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0"> - <field name="name">Outbound</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_phone_calendar_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing1"> - <field name="name">New Outgoing Call</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_form_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing1"> - <field name="sequence" eval="2"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing1"> - <field name="sequence" eval="1"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing2"> - <field name="name">Planned Calls</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'state\',\'=\',\'draft\')]'"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing2"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing2"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_phone_calendar_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing2"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> - - <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing4"> - <field name="name">Calls Not Held</field> - <field name="res_model">crm.case</field> - <field name="view_type">form</field> - <field name="view_mode">tree,calendar</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'state\',\'=\',\'pending\')]'"/> - <field name="filter" eval="True"/> - <field name="search_view_id" ref="crm_configuration.view_crm_case_outbound_phonecalls_filter"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing4"> - <field name="sequence" eval="1"/> - <field name="view_mode">tree</field> - <field name="view_id" ref="crm_case_phone_tree_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing4"> - <field name="sequence" eval="2"/> - <field name="view_mode">calendar</field> - <field name="view_id" ref="crm_case_phone_calendar_view"/> - <field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/> - </record> - <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing4"> - <field name="sequence" eval="3"/> - <field name="view_mode">form</field> - <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"/> </data> </openerp> diff --git a/addons/crm_configuration/crm_phonecall_view.xml b/addons/crm_configuration/crm_phonecall_view.xml index 74b4f91de37..1a70b69ccf7 100644 --- a/addons/crm_configuration/crm_phonecall_view.xml +++ b/addons/crm_configuration/crm_phonecall_view.xml @@ -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> @@ -37,17 +34,18 @@ <group colspan="4" col="7"> <field name="name" string="Subject"/> <field name="section_id" colspan="1" widget="selection"/> - <field name="user_id" string="Assigned to" select="2"/> - <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/> + <field name="user_id" string="Assigned to" select="2"/> + <button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/> <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}"/> - <button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/> - <label string='' colspan='6' /> + <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="Schedule a Phone Call" name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" /> </group> @@ -55,11 +53,14 @@ <page string="General"> <field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/> <field name="active" string="Reminder"/> - <field name="partner_id" string="Partner"/> - <field name="partner_address_id" string="Contact"/> - <newline/> + <label string="Partner:" align="1.0"/> + <group colspan="1"> + <field name="partner_id" string="Partner" nolabel="1"/> + <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/> + </group> + <field name="partner_address_id" string="Contact"/> <field name="partner_phone"/> - <field name="partner_mobile"/> + <field name="partner_mobile"/> <newline/> <field name="som"/> <field name="priority" string="Relevant"/> @@ -74,55 +75,7 @@ <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> @@ -148,71 +101,43 @@ <field name="type">search</field> <field name="arch" type="xml"> <search string="Search Phonecalls"> - <group col="4" colspan="1"> - <filter icon="gtk-execute" string="My Phonecalls" domain="[('user_id','=',uid)]" separator="1" help="Phonecalls Related to Current User"/> - <filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/> - <filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/> - </group> - <group col="4" colspan="4"> - <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Phonecalls"/> + <group col="6" colspan="1"> + <filter icon="gtk-jump-to" + string="Inbound" + domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" + separator="1" help="All Inbound Phonecalls" + /> + <filter icon="gtk-redo" + string="Outbound" + domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" + separator="1" help="All Outbound Phonecalls" + /> + <separator orientation="vertical"/> + <filter icon="gtk-home" string=" Today " + separator="1" + domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" + help="Todays's Phonecalls" + /> + <filter icon="gtk-media-rewind" string=" 7 Days " + separator="1" domain="[]" + help="Phonecalls during last 7 days" + /> + </group> + <separator orientation="vertical"/> + <group col="4" colspan="2"> + <field name="name" select='1' string="Subject"/> + <field name="user_id" select="1" widget="selection"> + <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/> + <filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Phonecalls"/> </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> - </group> - </search> - </field> - </record> - - <record id="view_crm_case_inbound_phonecalls_filter" model="ir.ui.view"> - <field name="name">crm.case.inbound.phonecalls.select</field> - <field name="model">crm.case</field> - <field name="type">search</field> - <field name="arch" type="xml"> - <search string="Search Inbound Phonecalls"> - <group col="4" colspan="1"> - <filter icon="gtk-execute" string="My Inbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Inbound')]" separator="1" help="Inbound Phonecalls Related to Current User"/> - <filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Inbound Phonecalls"/> - <filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Inbound Phonecalls"/> - </group> - <group col="4" colspan="4"> <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Inbound Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Inbound Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Inbound Phonecalls"/> + <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/> </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> </group> </search> </field> </record> - <record id="view_crm_case_outbound_phonecalls_filter" model="ir.ui.view"> - <field name="name">crm.case.outbound.phonecalls.select</field> - <field name="model">crm.case</field> - <field name="type">search</field> - <field name="arch" type="xml"> - <search string="Search Outbound Phonecalls"> - <group col="4" colspan="1"> - <filter icon="gtk-execute" string="My Outbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Outbound')]" separator="1" help="Outbound Phonecalls Related to Current User"/> - <filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Outbound Phonecalls"/> - <filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Outbound Phonecalls"/> - </group> - <group col="4" colspan="4"> - <field name="state" select="1"> - <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Outbound Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Outbound Phonecalls"/> - <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Outbound Phonecalls"/> - </field> - <field name="name" select='1'/> - <field name="user_id" select="1" widget="selection"/> - </group> - </search> - </field> - </record> </data> </openerp> diff --git a/addons/crm_configuration/wizard/__init__.py b/addons/crm_configuration/wizard/__init__.py index 7469c2ac483..d8995686cf8 100644 --- a/addons/crm_configuration/wizard/__init__.py +++ b/addons/crm_configuration/wizard/__init__.py @@ -24,4 +24,6 @@ import wizard_partner_create import wizard_opportunity_set import schedule_phone_call import wizard_history_event +import wizard_partner_opportunity + # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: diff --git a/addons/crm_configuration/wizard/schedule_phone_call.py b/addons/crm_configuration/wizard/schedule_phone_call.py index ca65352efd8..4d17a36455f 100644 --- a/addons/crm_configuration/wizard/schedule_phone_call.py +++ b/addons/crm_configuration/wizard/schedule_phone_call.py @@ -32,7 +32,7 @@ from tools.translate import _ case_form = """<?xml version="1.0"?> <form string="Schedule Phone Call"> - <separator string="Phone Call Description" colspan="2" /> + <separator string="Phone Call Description" colspan="4" /> <newline /> <field name='user_id' /> <field name='deadline' /> @@ -45,7 +45,7 @@ case_form = """<?xml version="1.0"?> case_fields = { 'user_id' : {'string' : 'Assign To', 'type' : 'many2one', 'relation' : 'res.users'}, - 'deadline' : {'string' : 'Planned Date', 'type' : 'datetime', 'required' : True}, + 'deadline' : {'string' : 'Planned Date', 'type' : 'datetime'}, 'note' : {'string' : 'Goals', 'type' : 'text'}, 'category_id' : {'string' : 'Category', 'type' : 'many2one', 'relation' : 'crm.case.categ', 'required' : True}, 'section_id' : {'string' : 'Section', 'type' : 'many2one', 'relation' : 'crm.case.section', 'required' : True}, @@ -68,7 +68,6 @@ class reschedule_phone_call(wizard.interface): return { 'user_id' : case.user_id and case.user_id.id, 'category_id' : categ_id and categ_id[0] or case.categ_id and case.categ_id.id, - 'deadline' : time.strftime('%Y-%m-%d %H:%M:%S'), 'section_id' : sec_id and sec_id[0], 'note' : case.description } @@ -104,8 +103,8 @@ class reschedule_phone_call(wizard.interface): 'view_type': 'form', 'view_mode': 'tree,form', 'res_model': 'crm.case', -# 'view_id': id2, - 'views': [(id2,'tree'),(id3,'form'),(False,'calendar'),(False,'graph')], + 'res_id' : new_case, + 'views': [(id3,'form'),(id2,'tree'),(False,'calendar'),(False,'graph')], 'type': 'ir.actions.act_window', 'search_view_id': res['res_id'] } diff --git a/addons/crm_configuration/wizard/wizard_opportunity_set.py b/addons/crm_configuration/wizard/wizard_opportunity_set.py index b4e3ea5dd96..e148f53c1cb 100644 --- a/addons/crm_configuration/wizard/wizard_opportunity_set.py +++ b/addons/crm_configuration/wizard/wizard_opportunity_set.py @@ -114,10 +114,15 @@ class make_opportunity(wizard.interface): 'case_id':data['id'], 'state':'open', }) - case_obj.write(cr, uid, [data['id']], { + + vals = { 'partner_id': data['form']['partner_id'], 'state':'done', - }) + } + case_id = case_obj.read(cr, uid, data['id'], ['case_id'])['case_id'] + if not case_id: + vals.update({'case_id' : new_pros}) + case_obj.write(cr, uid, [data['id']], vals) value = { 'domain': "[('section_id','=',%d)]"%(id), 'name': _('Opportunity'), diff --git a/addons/crm_configuration/wizard/wizard_partner_opportunity.py b/addons/crm_configuration/wizard/wizard_partner_opportunity.py new file mode 100644 index 00000000000..487035ea3d2 --- /dev/null +++ b/addons/crm_configuration/wizard/wizard_partner_opportunity.py @@ -0,0 +1,124 @@ +# -*- coding: utf-8 -*- +############################################################################## +# +# OpenERP, Open Source Management Solution +# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). +# +# This program is free software: you can redistribute it and/or modify +# it under the terms of the GNU Affero General Public License as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU Affero General Public License for more details. +# +# You should have received a copy of the GNU Affero General Public License +# along with this program. If not, see <http://www.gnu.org/licenses/>. +# +############################################################################## + +from mx.DateTime import now + +import wizard +import netsvc +import ir +import pooler +from tools.translate import _ + + +case_form = """<?xml version="1.0"?> +<form string="Create Opportunity"> + <field name="name"/> + <field name="partner_id" readonly="1"/> + <newline/> + <field name="planned_revenue"/> + <field name="probability"/> +</form>""" + +case_fields = { + 'name' : {'type' :'char', 'size' :64, 'string' :'Opportunity Name', 'required' :True}, + 'planned_revenue' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Expected Revenue'}, + 'probability' : {'type' :'float', 'digits' :(16, 2), 'string' : 'Success Probability'}, + 'partner_id' : {'type' :'many2one', 'relation' :'res.partner', 'string' :'Partner'}, +} + + +class create_opportunity(wizard.interface): + + def _select_data(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + part_obj = pool.get('res.partner') + part = part_obj.read(cr, uid, data['id' ], ['name']) + return {'partner_id' : data['id'], 'name' : part['name'] } + + def _make_opportunity(self, cr, uid, data, context): + pool = pooler.get_pool(cr.dbname) + data_obj = pool.get('ir.model.data') + result = data_obj._get_id(cr, uid, 'crm_configuration', 'view_crm_case_opportunities_filter') + res = data_obj.read(cr, uid, result, ['res_id']) + section_obj = pool.get('crm.case.section') + id = section_obj.search(cr, uid, [('code', '=', 'oppor')], context=context) + if not id: + raise wizard.except_wizard(_('Error !'), + _('You did not installed the opportunities tracking when you configured the crm_configuration module.' \ + '\nYou can not convert the prospect to an opportunity, you must create a section with the code \'oppor\'.' + )) + id = id[0] + + id2 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_form_view_oppor') + id3 = data_obj._get_id(cr, uid, 'crm_configuration', 'crm_case_tree_view_oppor') + if id2: + id2 = data_obj.browse(cr, uid, id2, context=context).res_id + if id3: + id3 = data_obj.browse(cr, uid, id3, context=context).res_id + + part_obj = pool.get('res.partner') + address = part_obj.address_get(cr, uid, data['ids' ]) + + + categ_obj = pool.get('crm.case.categ') + categ_ids = categ_obj.search(cr, uid, [('section_id','=',id), ('name','ilike','Part%')]) + + case_obj = pool.get('crm.case') + opp_id = case_obj.create(cr, uid, { + 'section_id' : id, + 'name' : data['form']['name'], + 'planned_revenue' : data['form']['planned_revenue'], + 'probability' : data['form']['probability'], + 'partner_id' : data['form']['partner_id'], + 'partner_address_id' : address['default'], + 'categ_id' : categ_ids[0], + 'case_id' :data['id'], + 'state' :'draft', + }) + value = { + 'domain' : "[('section_id','=',%d)]"%(id), + 'name' : _('Opportunity'), + 'view_type' : 'form', + 'view_mode' : 'form,tree', + 'res_model' : 'crm.case', + 'res_id' : opp_id, + 'view_id' : False, + 'views' : [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')], + 'type' : 'ir.actions.act_window', + 'search_view_id' : res['res_id'] + } + return value + + states = { + 'init' : { + 'actions' : [_select_data], + 'result' : {'type' : 'form', 'arch' : case_form, 'fields' : case_fields, + 'state' : [('end', 'Cancel', 'gtk-cancel'), ('confirm', 'Create Opportunity', 'gtk-go-forward')]} + }, + 'confirm' : { + 'actions' : [], + 'result' : {'type' : 'action', 'action' : _make_opportunity, 'state' : 'end'} + } + } + +create_opportunity('crm.case.partner.opportunity_create') + +# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: diff --git a/addons/report_analytic_planning/report_analytic_planning_view.xml b/addons/report_analytic_planning/report_analytic_planning_view.xml index 80f2c8e49c3..b8fd81d2091 100644 --- a/addons/report_analytic_planning/report_analytic_planning_view.xml +++ b/addons/report_analytic_planning/report_analytic_planning_view.xml @@ -389,7 +389,7 @@ <field name="inherit_id" ref="project.view_task_form2"/> <field name="arch" type="xml"> <field name="priority" position="before"> - <field name="planning_line_id" select="2" domain="[('user_id', '=', user_id)]" /> + <field name="planning_line_id" select="2" domain="['|', ('user_id','=',user_id), ('user_id','=', False)]"/> </field> </field> </record> |
