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