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