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