<?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="partner_id" /> <field name="parent_id" invisible="1" /> <field name="lead_id" domain="['|', ('partner_id', '=', partner_id), ('partner_id', '=', parent_id)]" help="Lead for this action, depends on partner" /> <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 < current_date and state=='draft';blue:date >= 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', '<=', context_today().strftime('%Y-%m-%d'))]" /> <filter name="todo_week" string="Todo within 7 days" domain="[('state', '=', 'draft'), ('date', '<=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]" /> <filter name="todo_month" string="Todo within 30 days" domain="[('state', '=', 'draft'), ('date', '<=', (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>