yaltik_odoo_custom/yaltik_crm_action/views/crm_action_views.xml

<?xml version="1.0" encoding="utf-8"?>

<!--
Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>

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/>.
-->

<odoo>
  <data>

    <!-- Forms -->
    <record id="crm_action_form" model="ir.ui.view">
      <field name="name">CRM Action Form</field>
      <field name="model">crm.action</field>
      <field name="arch" type="xml">
        <form string="Actions">
          <header>
          <button name="create_linked_event" string="Create linked event"
            type="object" class="oe_highlight"
            attrs="{'invisible': ['|', (['event_id', '!=', False]),
            ('state', '=', 'cancel')]}" />
          <button name="remove_linked_event" string="Remove linked event"
            type="object" class="oe_highlight"
            attrs="{'invisible': [(['event_id', '=', False])]}" />
            <field name="state" widget="statusbar" clickable="1" />
          </header>
          <sheet>
            <group>
              <field name="action_type_id" />
              <field name="date" />
              <field name="event_id" readonly="1"
                attrs="{'invisible': [('event_id', '=', False)]}" />
              <field name="priority" widget="priority" />
              <field name="details" width="200" />
              <field name="lead_id" />
              <field name="partner_id" />
              <field name="user_id" />
            </group>
          </sheet>
        </form>
      </field>
    </record>
    <record id="crm_action_type_form" model="ir.ui.view">
      <field name="name">CRM Action Type Form</field>
      <field name="model">crm.action.type</field>
      <field name="arch" type="xml">
        <form>
          <sheet>
            <group>
              <field name="name" />
              <field name="priority" />
              <field name="active" />
            </group>
          </sheet>
        </form>
      </field>
    </record>

    <!-- Trees -->
    <record id="crm_action_tree" model="ir.ui.view">
      <field name="name">CRM Action Tree</field>
      <field name="model">crm.action</field>
      <field name="arch" type="xml">
        <tree colors="red:date &lt; current_date and state=='draft';blue:date &gt;= current_date and state=='draft';gray: state == 'cancel'">
          <field name="action_type_id" />
          <field name="priority" />
          <field name="date" />
          <field name="lead_id" />
          <field name="partner_id" />
          <field name="user_id" />
          <button icon="fa-check" name="set_to_done" type="object"
            string="Mark as Done" states="draft" />
          <button icon="fa-undo" name="set_to_draft" type="object"
            string="Back to Todo" states="done" />
          <field name="state" />
        </tree>
      </field>
    </record>
    <record id="crm_action_type_tree" model="ir.ui.view">
      <field name="name">CRM Action Type Tree</field>
      <field name="model">crm.action.type</field>
      <field name="arch" type="xml">
        <tree editable="top">
          <field name="name"/>
          <field name="priority"/>
          <field name="active"/>
        </tree>
      </field>
    </record>

    <!-- Calendars -->
    <record id="crm_action_calendar" model="ir.ui.view">
      <field name="name">CRM Action Calendar</field>
      <field name="model">crm.action</field>
      <field name="arch" type="xml">
        <calendar string="Actions" color="user_id" date_start="date">
          <field name="partner_id" />
          <field name="display_name" />
        </calendar>
      </field>
    </record>


    <!-- Searches -->
    <record model="ir.ui.view" id="crm_action_search">
      <field name="name">Search adaptations</field>
      <field name="model">crm.action</field>
      <field name="arch" type="xml">
        <search string="Search Actions">
          <field name="lead_id" />
          <field name="partner_id" />
          <field name="date" />
          <field name="user_id" />
          <separator/>
          <filter string="Todo" name="draft_only"
            domain="[('state', '=', 'draft')]"/>
          <filter string="Done" name="done_only"
            domain="[('state', '=', 'done')]"/>
          <separator />
          <filter name="urgent" string="Urgent"
            domain="[('priority', '=', '4')]" />
          <separator/>
          <filter string="Todo Today" name="todo_today"
            domain="[('state', '=', 'draft'), ('date', '&lt;=', context_today().strftime('%Y-%m-%d'))]" />
          <filter name="todo_week" string="Todo within 7 days"
            domain="[('state', '=', 'draft'), ('date', '&lt;=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]" />
          <filter name="todo_month" string="Todo within 30 days"
            domain="[('state', '=', 'draft'), ('date', '&lt;=', (context_today() + datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]" />
          <separator/>
          <filter string="My Actions" name="user_me"
            domain="[('user_id', '=', uid)]" help="Actions done by me" />
          <group string="Group By" name="groupby">
            <filter name="state_groupby" string="State"
              context="{'group_by': 'state'}" />
            <filter name="priority_groupby" string="Priority"
              context="{'group_by': 'priority'}" />
            <filter name="partner_groupby" string="Partner"
              context="{'group_by': 'partner_id'}" />
            <filter name="user_groupby" string="User"
              context="{'group_by': 'user_id'}" />
            <filter name="action_type_id_groupby" string="Action Type"
              context="{'group_by': 'action_type_id'}" />
            <filter name="date_groupby" string="Week"
              context="{'group_by': 'date:week'}"/>
          </group>
        </search>
      </field>
    </record>
    <record id="crm_action_type_search" model="ir.ui.view">
      <field name="name">CRM Action Type Search</field>
      <field name="model">crm.action.type</field>
      <field name="arch" type="xml">
        <search string="Search Action Types">
          <field name="name" />
        </search>
      </field>
    </record>

    <!-- Actions -->
    <record model="ir.actions.act_window" id="crm_action_action">
        <field name="name">Actions</field>
        <field name="res_model">crm.action</field>
        <field name="view_mode">tree,form,calendar</field>
        <field name="context">{'search_default_draft_only': 1, 'search_default_user_me': 1}</field>
    </record>
    <record id="crm_action_type_action"  model="ir.actions.act_window">
      <field name="name">Action Types</field>
      <field name="res_model">crm.action.type</field>
      <field name="view_mode">tree</field>
    </record>

    <!-- Menus -->
    <record id="crm.crm_activity_menu" model="ir.ui.menu">
      <field name="active">0</field>
    </record>
    <record  id="crm.crm_lead_menu_activities" model="ir.ui.menu">
      <field name="active">0</field>
    </record>
    <menuitem id="crm_action_menu" name="Actions"
      parent="sales_team.menu_sales" sequence="5" action="crm_action_action" />
    <menuitem  id="crm_action_type_menu" name="Action Types"
      action="crm_action_type_action" sequence="0"
      parent="crm.menu_crm_config_lead" />

  </data>
</odoo>