addons/crm/crm_phonecall_menu.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <act_window
   6         id="crm_case_categ_phone_create_partner"
   7         name="Schedule a Call"
   8         res_model="crm.phonecall"
   9         src_model="res.partner"
  10         view_mode="calendar,tree,form"
  11         context="{'search_default_partner_id': [active_id], 'default_duration': 1.0, 'default_partner_id': active_id}"
  12         groups="base.group_extended"
  13         />
  14
  15     <!-- TO CONFIRM: This is fine -->
  16     <!-- act_window
  17             id="act_crm_phonecall_crm_meeting_new"
  18             name="Meetings"
  19             res_model="crm.meeting"
  20             src_model="crm.phonecall"
  21             view_mode="tree,form,calendar"
  22             context="{'default_duration': 4.0, 'default_phonecall_id': active_id}"
  23             domain="[('phonecall_id', '=', active_id)]"
  24             view_type="form"/-->
  25
  26 <!-- PHONE CALLS (menu)  -->
  27
  28     <record model="ir.actions.act_window" id="crm_case_categ_phone0">
  29         <field name="name">Phone Calls</field>
  30         <field name="res_model">crm.phonecall</field>
  31         <field name="view_type">form</field>
  32         <field name="view_mode">tree,calendar</field>
  33         <field name="view_id" ref="crm_case_phone_tree_view"/>
  34         <field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
  35         <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
  36     </record>
  37
  38     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
  39         <field name="sequence" eval="1"/>
  40         <field name="view_mode">tree</field>
  41         <field name="view_id" ref="crm_case_phone_tree_view"/>
  42         <field name="act_window_id" ref="crm_case_categ_phone0"/>
  43     </record>
  44
  45     <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
  46         <field name="sequence" eval="2"/>
  47         <field name="view_mode">calendar</field>
  48         <field name="view_id" ref="crm_case_phone_calendar_view"/>
  49         <field name="act_window_id" ref="crm_case_categ_phone0"/>
  50     </record>
  51
  52     <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
  53         <field name="sequence" eval="3"/>
  54         <field name="view_mode">form</field>
  55         <field name="view_id" ref="crm_case_phone_form_view"/>
  56         <field name="act_window_id" ref="crm_case_categ_phone0"/>
  57     </record>
  58
  59     <menuitem name="Phone Calls" id="menu_crm_case_phone"
  60         groups="base.group_extended,base.group_sale_salesman"
  61         parent="base.menu_base_partner" sequence="4" />
  62
  63     <record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
  64         <field name="name">Logged Calls</field>
  65         <field name="res_model">crm.phonecall</field>
  66         <field name="view_type">form</field>
  67         <field name="view_mode">tree,calendar</field>
  68         <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
  69         <field name="domain">[]</field>
  70         <field name="context" eval="'{\'search_default_section_id\':section_id}'"/>
  71         <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
  72         <field name="help">This tool allows you to log your inbound calls on the fly. Each call you get will appear on the partner form to trace every contact you have with a partner. From the phone call form, you can trigger a request for another call, a meeting or an opportunity.</field>
  73
  74     </record>
  75
  76     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
  77         <field name="sequence" eval="1"/>
  78         <field name="view_mode">tree</field>
  79         <field name="view_id" ref="crm_case_inbound_phone_tree_view"/>
  80         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  81     </record>
  82
  83     <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
  84         <field name="sequence" eval="2"/>
  85         <field name="view_mode">calendar</field>
  86         <field name="view_id" ref="crm_case_phone_calendar_view"/>
  87         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  88     </record>
  89
  90     <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
  91         <field name="sequence" eval="3"/>
  92         <field name="view_mode">form</field>
  93         <field name="view_id" ref="crm_case_phone_form_view"/>
  94         <field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
  95     </record>
  96
  97     <menuitem name="Logged Calls" id="menu_crm_case_phone_inbound"
  98         parent="crm.menu_crm_case_phone"
  99         action="crm_case_categ_phone_incoming0" />
 100
 101     <record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
 102         <field name="name">Scheduled Calls</field>
 103         <field name="res_model">crm.phonecall</field>
 104         <field name="view_type">form</field>
 105         <field name="view_mode">tree,calendar</field>
 106         <field name="view_id" ref="crm_case_phone_tree_view"/>
 107         <field name="domain">[('state','!=','done')]</field>
 108         <field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1}'"/>
 109         <field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
 110         <field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
 111     </record>
 112
 113     <record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
 114         <field name="sequence" eval="1"/>
 115         <field name="view_mode">tree</field>
 116         <field name="view_id" ref="crm_case_phone_tree_view"/>
 117         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 118     </record>
 119
 120     <record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
 121         <field name="sequence" eval="2"/>
 122         <field name="view_mode">calendar</field>
 123         <field name="view_id" ref="crm_case_phone_calendar_view"/>
 124         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 125     </record>
 126
 127     <record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
 128         <field name="sequence" eval="3"/>
 129         <field name="view_mode">form</field>
 130         <field name="view_id" ref="crm_case_phone_form_view"/>
 131         <field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
 132     </record>
 133
 134     <menuitem name="Scheduled Calls" id="menu_crm_case_phone_outbound"
 135         parent="crm.menu_crm_case_phone"
 136         action="crm_case_categ_phone_outgoing0" />
 137
 138 </data>
 139 </openerp>