addons/crm/crm_meeting_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <!-- CRM Meetings Categories Form View -->
   6
   7     <record id="crm_meeting_categ_action" model="ir.actions.act_window">
   8         <field name="name">Meeting Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11         <field name="view_id"  ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.meeting')]</field>
  13         <field name="context">{'object_id':'crm.meeting'}</field>
  14         <field name="help">Create different meeting categories to better organize and classify your meetings.</field>
  15     </record>
  16
  17      <menuitem action="crm_meeting_categ_action"
  18         groups="base.group_extended"
  19         id="menu_crm_case_meeting-act" parent="base.menu_calendar_configuration" sequence="1"/>
  20
  21     <!-- CRM Meetings Form View -->
  22
  23     <record model="ir.ui.view" id="crm_case_form_view_meet">
  24         <field name="name">CRM - Meetings Form</field>
  25         <field name="model">crm.meeting</field>
  26         <field name="type">form</field>
  27         <field name="arch" type="xml">
  28             <form string="Meetings">
  29                 <group col="6" colspan="4">
  30                     <field name="name" select="1" string="Summary"
  31                            required="1" />
  32                     <field name="categ_id" widget="selection"
  33                         string="Meeting Type" groups="base.group_extended"
  34                         domain="[('object_id.model', '=', 'crm.meeting')]" />
  35                     <field name="allday" on_change="onchange_dates(date,False,False,allday)" />
  36                     <newline/>
  37                     <field name="date" string="Start Date" required="1"
  38                         on_change="onchange_dates(date,duration,False,allday)" />
  39                     <field name="duration" widget="float_time"
  40                         on_change="onchange_dates(date,duration,False,allday)" />
  41                     <field name="date_deadline" string="End Date" required="1"
  42                         on_change="onchange_dates(date,False,date_deadline)" />
  43                     <field name="location" />
  44                     <field name="alarm_id" string="Reminder"
  45                         widget="selection" />
  46                     <group colspan="2" col="4" >
  47                            <field name="rrule_type" string="Recurrency"
  48                                 colspan="1" attrs="{'readonly':[('recurrent_uid','!=',False)]}"/>
  49                            <button string="Edit All"
  50                                help="Edit all Occurrences of recurrent Meeting"
  51                                attrs="{'invisible':[('rrule_type','in', ('none', False))]}"
  52                                name="open_meeting" icon="gtk-edit"
  53                                type="object" />
  54                            <button string="Exclude range" groups="base.group_extended"
  55                                 help="Add Exception Rule"
  56                                 name="%(base_calendar.action_base_calendar_set_exrule)d" icon="gtk-zoom-out"  type="action"
  57                                 context="{'model' : 'crm.meeting'}"
  58                                 attrs="{'invisible':[('rrule_type','in', ('none', False))]}"/>
  59                     </group>
  60                 </group>
  61                 <group col="4" colspan="4" name="rrule" attrs="{'invisible': [('rrule_type','!=','custom')]}">
  62                     <separator string="Custom Recurrency Rule" colspan="8"/>
  63                     <group col="8" colspan="4">
  64                         <field name="interval" />
  65                         <field name="freq" />
  66                         <field name="count" />
  67                         <field name="end_date" />
  68                     </group>
  69                     <group col="14" colspan="4" name="Select weekdays"
  70                         attrs="{'invisible' : [('freq','!=','weekly')]}">
  71                         <field name="mo" colspan="1" />
  72                         <field name="tu" colspan="1" />
  73                         <field name="we" colspan="1" />
  74                         <field name="th" colspan="1" />
  75                         <field name="fr" colspan="1" />
  76                         <field name="sa" colspan="1" />
  77                         <field name="su" colspan="1" />
  78                         <newline />
  79                     </group>
  80                     <group col="10" colspan="4"
  81                         attrs="{'invisible' : [('freq','!=','monthly'), ('freq','!=','yearly')]}">
  82                         <group col="2" colspan="1">
  83                             <field name="select1" />
  84                         </group>
  85                         <group col="2" colspan="1"
  86                             attrs="{'invisible' : [('select1','=','day')]}">
  87                             <field name="day"
  88                                 attrs="{'required' : [('select1','=','date')]}" />
  89                         </group>
  90                         <group col="3" colspan="1"
  91                             attrs="{'invisible' : [('select1','=','date')]}">
  92                             <field name="byday" string="The"
  93                                 attrs="{'required' : [('select1','=','day')]}" />
  94                             <field name="week_list" nolabel="1"
  95                                 attrs="{'required' : [('select1','=','day')]}" />
  96                         </group>
  97                         <group col="1" colspan="1"
  98                             attrs="{'invisible' : [('freq','!=','yearly')]}">
  99                             <field name="month_list" string="of"
 100                                 colspan="1"
 101                                 attrs="{'required' : [('freq','=','yearly')]}" />
 102                         </group>
 103                     </group>
 104                 </group>
 105                 <notebook colspan="4">
 106                 <page string="Meeting">
 107                     <group col="6" colspan="4">
 108                         <group col="2" colspan="2">
 109                             <separator colspan="2" string="Assignment"/>
 110                             <field name="user_id" />
 111                             <field name="organizer" groups="base.group_extended"/>
 112                             <field name="section_id" widget="selection"
 113                                 groups="base.group_extended"/>
 114                         </group><group col="2" colspan="2">
 115                             <separator colspan="2" string="Contacts"/>
 116                             <field name="partner_id" string="Partner"
 117                                 on_change="onchange_partner_id(partner_id)" />
 118                             <field name="partner_address_id"
 119                                 string="Contact"
 120                                 on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 121                             <field name="email_from"/>
 122                         </group><group col="2" colspan="2">
 123                             <separator colspan="2" string="Visibility"/>
 124                             <field name="class" string="Privacy"/>
 125                             <field name="show_as" string="Show time as" groups="base.group_extended"/>
 126                             <field name="rrule" invisible="1" />
 127                             <field name="recurrent_id" invisible="1"/>
 128                             <field name="recurrent_uid" invisible="1"/>
 129                         </group>
 130                     </group>
 131                     <separator string="Description" colspan="4" />
 132                     <field name="description" nolabel="1" colspan="4" />
 133                     <separator colspan="4"/>
 134                     <group col="8" colspan="4" groups="base.group_extended">
 135                         <field name="state" />
 136                         <button name="case_cancel" string="Cancel"
 137                             states="draft,open" type="object"
 138                             icon="gtk-cancel" />
 139                         <button name="case_close" string="Done"
 140                             states="open" type="object"
 141                             icon="gtk-jump-to" />
 142                         <button name="case_reset" string="Reset to Unconfirmed"
 143                             states="open,done,cancel" type="object"
 144                             icon="gtk-convert" />
 145                         <button name="case_open" string="Confirm"
 146                             states="draft" type="object"
 147                             icon="gtk-go-forward" />
 148                     </group>
 149                     </page>
 150                     <page string="Invitation Detail">
 151                         <button string="Invite People"
 152                             name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
 153                             icon="terp-partner" type="action"
 154                             attrs="{'readonly': [('state', '=', 'done')]}"
 155                             context="{'model' : 'crm.meeting', 'attendee_field':'attendee_ids'}" colspan="2"/>
 156                         <field name="attendee_ids" colspan="4"
 157                             nolabel="1" widget="one2many" mode="tree,form">
 158                             <tree string="Invitation details" editable="top">
 159                                 <field name="sent_by_uid" string="From"/>
 160                                 <field name="user_id" string="To"/>
 161                                 <field name="email" string="Mail TO"/>
 162                                 <field name="role" select="1" />
 163                                 <field name="state" />
 164                                 <button name="do_tentative"
 165                                     states="needs-action,declined,accepted"
 166                                     string="Uncertain" type="object"
 167                                     icon="terp-crm" />
 168                                 <button name="do_accept" string="Accept"
 169                                     states="needs-action,tentative,declined"
 170                                     type="object" icon="gtk-apply" />
 171                                 <button name="do_decline" string="Decline"
 172                                     states="needs-action,tentative,accepted"
 173                                     type="object" icon="gtk-cancel" />
 174                                 <button
 175                                     name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
 176                                     string="Delegate" type="action"
 177                                     icon="gtk-sort-descending"
 178                                     states="needs-action,tentative,declined,accepted"
 179                                     context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
 180                             </tree>
 181                             <form string="Invitation details">
 182                                 <notebook colspan="4">
 183                                     <page string="Details">
 184                                         <field name="email" />
 185                                         <field name="rsvp" select="1" />
 186                                         <field name="cutype" select="1" />
 187                                         <field name="role" select="1" />
 188                                         <separator colspan="4" string="" />
 189                                         <group col="6" colspan="4">
 190                                             <field name="state" />
 191                                             <button name="do_tentative"
 192                                                 states="needs-action,declined,accepted"
 193                                                 string="Uncertain"
 194                                                 type="object"
 195                                                 icon="terp-crm" />
 196                                             <button name="do_accept"
 197                                                 string="Accept"
 198                                                 states="needs-action,tentative,declined"
 199                                                 type="object"
 200                                                 icon="gtk-apply" />
 201                                             <button name="do_decline"
 202                                                 string="Decline"
 203                                                 states="needs-action,tentative,accepted"
 204                                                 type="object"
 205                                                 icon="gtk-cancel" />
 206                                             <button
 207                                                 name="%(base_calendar.action_view_calendar_invite_attendee_wizard)d"
 208                                                 string="Delegate"
 209                                                 type="action"
 210                                                 icon="gtk-sort-descending"
 211                                                 states="needs-action,tentative,declined,accepted"
 212                                                 context="{'model' : 'calendar.attendee', 'attendee_field' : 'child_ids'}" />
 213                                         </group>
 214                                     </page>
 215                                     <page string="Other">
 216                                         <field name="user_id"/>
 217                                         <field name="partner_address_id" select="1" />
 218                                         <newline />
 219                                     </page>
 220                                 </notebook>
 221                             </form>
 222                         </field>
 223                     </page>
 224                 </notebook>
 225             </form>
 226         </field>
 227     </record>
 228
 229     <!-- CRM Meeting Tree View  -->
 230
 231     <record model="ir.ui.view" id="crm_case_tree_view_meet">
 232         <field name="name">CRM - Meetings Tree</field>
 233         <field name="model">crm.meeting</field>
 234         <field name="type">tree</field>
 235         <field name="arch" type="xml">
 236             <tree string="Meetings"
 237                 colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 238                 <field name="name" string="Subject" />
 239                 <field name="date" string="Start Date" />
 240                 <field name="duration" />
 241                 <field name="partner_id" string="Partner" />
 242                 <field name="location" />
 243                 <field name="categ_id" string="Meeting Type"/>
 244                 <field name="class" string="Privacy"/>
 245                 <field name="state" groups="base.group_extended"/>
 246                 <field name="user_id" invisible="1"/>
 247                 <field name="show_as" invisible="1" string="Show time as"/>
 248                 <button name="case_cancel" string="Cancel"
 249                    states="draft,open" type="object"
 250                    icon="gtk-cancel" />
 251                 <button name="case_reset" string="Reset to Unconfirmed"
 252                    states="open,done,cancel" type="object"
 253                    icon="gtk-convert" />
 254                 <button name="case_open" string="Confirm"
 255                    states="draft" type="object"
 256                    icon="gtk-go-forward" />
 257                 <button name="case_close" string="Done"
 258                             states="open" type="object"
 259                             icon="gtk-jump-to" />
 260             </tree>
 261         </field>
 262     </record>
 263
 264     <!-- CRM Meeting Calendar -->
 265
 266     <record model="ir.ui.view" id="crm_case_calendar_view_meet">
 267         <field name="name">CRM - Meetings Calendar</field>
 268         <field name="model">crm.meeting</field>
 269         <field name="type">calendar</field>
 270         <field name="priority" eval="2"/>
 271         <field name="arch" type="xml">
 272             <calendar string="Meetings" date_start="date" color="user_id" date_stop="date_deadline">
 273                 <field name="name"/>
 274                 <field name="partner_id"/>
 275                 <field name="section_id" widget="selection"/>
 276             </calendar>
 277         </field>
 278     </record>
 279
 280     <!-- CRM Meeting Gantt  -->
 281
 282     <record id="crm_case_gantt_view_meet" model="ir.ui.view">
 283         <field name="name">CRM - Meetings Gantt</field>
 284         <field name="model">crm.meeting</field>
 285         <field name="type">gantt</field>
 286         <field name="arch" type="xml">
 287             <gantt color="user_id" date_delay="duration" date_start="date" string="Meetings">
 288                <level object="crm.meeting" link="id" domain="[]">
 289                    <field name="name"/>
 290                    <field name="partner_id"/>
 291                 </level>
 292             </gantt>
 293         </field>
 294     </record>
 295
 296     <!-- CRM Meeting Search View  -->
 297
 298     <record id="view_crm_case_meetings_filter" model="ir.ui.view">
 299         <field name="name">CRM - Meetings Search</field>
 300         <field name="model">crm.meeting</field>
 301         <field name="type">search</field>
 302         <field name="arch" type="xml">
 303                 <search string="Search Meetings">
 304                        <group col="12" colspan="4">
 305                            <filter icon="terp-check" name="current" string="Current"
 306                                 domain="[('state','in',('draft', 'open'))]"
 307                                 groups="base.group_extended"
 308                                 help="Current Meetings"/>
 309                            <separator orientation="vertical"/>
 310                            <field name="name" select="1" string="Subject"/>
 311                            <field name="categ_id" select="1"
 312                                string="Meeting Type" widget="selection"
 313                                domain="[('object_id.model', '=', 'crm.meeting')]" />
 314                            <separator orientation="vertical"/>
 315                            <field name="partner_id" select="1" />
 316                            <field name="section_id" select="1" widget="selection">
 317                                <filter icon="terp-personal+" groups="base.group_extended"
 318                                    domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 319                                    help="My Sales Team(s)" />
 320                            </field>
 321                            <field name="user_id" select="1"/>
 322                        </group>
 323                         <newline/>
 324                         <group expand="0" string="Extended Filters...">
 325                            <field name="class" select="1" string="Privacy"/>
 326                            <field name="show_as" string="Show time as" select="1"/>
 327                         </group>
 328                        <newline/>
 329                        <group expand="0" string="Group By...">
 330                             <filter string="Responsible" icon="terp-personal" domain="[]"
 331                                 context="{'group_by':'user_id'}" />
 332                             <filter string="Partner" icon="terp-partner" domain="[]"
 333                                 context="{'group_by':'partner_id'}" />
 334                             <separator orientation="vertical" />
 335                             <filter string="Type" help="Meeting Type"
 336                                 icon="terp-stock_symbol-selection" domain="[]"
 337                                 context="{'group_by':'categ_id'}" />
 338                             <filter string="Privacy" icon="terp-locked"
 339                                 domain="[]" context="{'group_by':'class'}" />
 340                             <filter string="Show time as" icon="terp-project"
 341                                 domain="[]" context="{'group_by':'show_as'}" />
 342                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]"
 343                                 context="{'group_by':'state'}" />
 344                             <separator orientation="vertical" />
 345                             <filter string="Date" icon="terp-go-month" help="Meeting date"
 346                                 domain="[]" context="{'group_by':'date'}" />
 347                         </group>
 348                 </search>
 349             </field>
 350         </record>
 351
 352         <!-- Calendar Attendee Form View -->
 353
 354         <record id="attendee_form_view_inherit" model="ir.ui.view">
 355                 <field name="name">calendar.attendee.form.inherit</field>
 356                 <field name="model">calendar.attendee</field>
 357                 <field name="type">form</field>
 358                 <field name="inherit_id" ref="base_calendar.base_calendar_attendee_form_view"/>
 359                 <field name="arch" type="xml">
 360                     <field name="language" position="after">
 361                         <field name="categ_id" string="Event Type"/>
 362                     </field>
 363                 </field>
 364         </record>
 365
 366
 367     </data>
 368 </openerp>