202 lines
7.9 KiB
XML
202 lines
7.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2017 Fabien Bourgeois <fabien@yaltik.com>
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This program is free software: you can redistribute it and/or modify
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it under the terms of the GNU Affero General Public License as published by
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the Free Software Foundation, either version 3 of the License, or
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(at your option) any later version.
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This program is distributed in the hope that it will be useful,
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but WITHOUT ANY WARRANTY; without even the implied warranty of
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MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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GNU Affero General Public License for more details.
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You should have received a copy of the GNU Affero General Public License
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along with this program. If not, see <http://www.gnu.org/licenses/>.
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-->
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<odoo>
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<data>
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<!-- Forms -->
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<record id="crm_action_form" model="ir.ui.view">
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<field name="name">CRM Action Form</field>
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<field name="model">crm.action</field>
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<field name="arch" type="xml">
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<form string="Actions">
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<header>
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<button name="create_linked_event" string="Create linked event"
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type="object" class="oe_highlight"
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attrs="{'invisible': ['|', (['event_id', '!=', False]),
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('state', '=', 'cancel')]}" />
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<button name="remove_linked_event" string="Remove linked event"
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type="object" class="oe_highlight"
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attrs="{'invisible': [(['event_id', '=', False])]}" />
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<field name="state" widget="statusbar" clickable="1" />
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</header>
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<sheet>
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<group>
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<field name="action_type_id" />
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<field name="date" />
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<field name="event_id" readonly="1"
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attrs="{'invisible': [('event_id', '=', False)]}" />
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<field name="priority" widget="priority" />
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<field name="details" width="200" />
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<field name="partner_id" />
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<field name="parent_id" invisible="1" />
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<field name="lead_id"
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domain="['|', ('partner_id', '=', partner_id), ('partner_id', '=', parent_id)]"
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help="Lead for this action, depends on partner" />
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<field name="user_id" />
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<record id="crm_action_type_form" model="ir.ui.view">
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<field name="name">CRM Action Type Form</field>
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<field name="model">crm.action.type</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<group>
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<field name="name" />
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<field name="priority" />
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<field name="active" />
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Trees -->
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<record id="crm_action_tree" model="ir.ui.view">
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<field name="name">CRM Action Tree</field>
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<field name="model">crm.action</field>
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<field name="arch" type="xml">
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<tree colors="red:date < current_date and state=='draft';blue:date >= current_date and state=='draft';gray: state == 'cancel'">
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<field name="action_type_id" />
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<field name="priority" />
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<field name="date" />
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<field name="lead_id" />
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<field name="partner_id" />
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<field name="user_id" />
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<button icon="fa-check" name="set_to_done" type="object"
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string="Mark as Done" states="draft" />
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<button icon="fa-undo" name="set_to_draft" type="object"
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string="Back to Todo" states="done" />
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<field name="state" />
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</tree>
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</field>
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</record>
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<record id="crm_action_type_tree" model="ir.ui.view">
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<field name="name">CRM Action Type Tree</field>
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<field name="model">crm.action.type</field>
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<field name="arch" type="xml">
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<tree editable="top">
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<field name="name"/>
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<field name="priority"/>
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<field name="active"/>
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</tree>
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</field>
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</record>
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<!-- Calendars -->
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<record id="crm_action_calendar" model="ir.ui.view">
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<field name="name">CRM Action Calendar</field>
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<field name="model">crm.action</field>
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<field name="arch" type="xml">
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<calendar string="Actions" color="user_id" date_start="date">
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<field name="partner_id" />
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<field name="display_name" />
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</calendar>
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</field>
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</record>
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<!-- Searches -->
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<record model="ir.ui.view" id="crm_action_search">
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<field name="name">Search adaptations</field>
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<field name="model">crm.action</field>
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<field name="arch" type="xml">
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<search string="Search Actions">
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<field name="lead_id" />
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<field name="partner_id" />
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<field name="date" />
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<field name="user_id" />
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<separator/>
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<filter string="Todo" name="draft_only"
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domain="[('state', '=', 'draft')]"/>
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<filter string="Done" name="done_only"
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domain="[('state', '=', 'done')]"/>
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<separator />
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<filter name="urgent" string="Urgent"
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domain="[('priority', '=', '4')]" />
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<separator/>
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<filter string="Todo Today" name="todo_today"
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domain="[('state', '=', 'draft'), ('date', '<=', context_today().strftime('%Y-%m-%d'))]" />
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<filter name="todo_week" string="Todo within 7 days"
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domain="[('state', '=', 'draft'), ('date', '<=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]" />
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<filter name="todo_month" string="Todo within 30 days"
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domain="[('state', '=', 'draft'), ('date', '<=', (context_today() + datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]" />
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<separator/>
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<filter string="My Actions" name="user_me"
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domain="[('user_id', '=', uid)]" help="Actions done by me" />
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<group string="Group By" name="groupby">
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<filter name="state_groupby" string="State"
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context="{'group_by': 'state'}" />
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<filter name="priority_groupby" string="Priority"
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context="{'group_by': 'priority'}" />
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<filter name="partner_groupby" string="Partner"
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context="{'group_by': 'partner_id'}" />
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<filter name="user_groupby" string="User"
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context="{'group_by': 'user_id'}" />
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<filter name="action_type_id_groupby" string="Action Type"
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context="{'group_by': 'action_type_id'}" />
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<filter name="date_groupby" string="Week"
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context="{'group_by': 'date:week'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="crm_action_type_search" model="ir.ui.view">
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<field name="name">CRM Action Type Search</field>
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<field name="model">crm.action.type</field>
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<field name="arch" type="xml">
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<search string="Search Action Types">
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<field name="name" />
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</search>
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</field>
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</record>
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<!-- Actions -->
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<record model="ir.actions.act_window" id="crm_action_action">
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<field name="name">Actions</field>
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<field name="res_model">crm.action</field>
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<field name="view_mode">tree,form,calendar</field>
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<field name="context">{'search_default_draft_only': 1, 'search_default_user_me': 1}</field>
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</record>
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<record id="crm_action_type_action" model="ir.actions.act_window">
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<field name="name">Action Types</field>
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<field name="res_model">crm.action.type</field>
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<field name="view_mode">tree</field>
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</record>
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<!-- Menus -->
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<record id="crm.crm_activity_menu" model="ir.ui.menu">
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<field name="active">0</field>
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</record>
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<record id="crm.crm_lead_menu_activities" model="ir.ui.menu">
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<field name="active">0</field>
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</record>
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<menuitem id="crm_action_menu" name="Actions"
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parent="sales_team.menu_sales" sequence="5" action="crm_action_action" />
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<menuitem id="crm_action_type_menu" name="Action Types"
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action="crm_action_type_action" sequence="0"
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parent="crm.menu_crm_config_lead" />
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</data>
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</odoo>
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