addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5
   6     <!-- Phonecall Categories Form View  -->
   7     <record id="crm_phonecall_categ_action" model="ir.actions.act_window">
   8         <field name="name">Phonecall 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.phonecall')]</field>
  13         <field name="context" eval="{'object_id': ref('model_crm_phonecall')}"/>
  14         <field name="help" type="html">
  15           <p class="oe_view_nocontent_create">
  16             Click to add a new category.
  17           </p><p>
  18             Create specific phone call categories to better define the type of
  19             calls tracked in the system.
  20           </p>
  21         </field>
  22     </record>
  23
  24     <menuitem action="crm_phonecall_categ_action" name="Categories"
  25         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
  26
  27     <!-- Phonecalls Tree View -->
  28     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  29         <field name="name">CRM - Phone Calls Tree</field>
  30         <field name="model">crm.phonecall</field>
  31         <field name="arch" type="xml">
  32             <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  33                 <field name="date"/>
  34                 <field name="name"/>
  35                 <field name="partner_id"/>
  36                 <button string="Meeting"
  37                     states="open,pending"
  38                     name="action_make_meeting"
  39                     icon="gtk-redo"
  40                     type="object"/>
  41                 <button string="Convert to Opportunity"
  42                     type="object"
  43                     name="action_button_convert2opportunity"
  44                     states="open,pending"
  45                     icon="gtk-index"
  46                     attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
  47                 <field name="partner_phone"/>
  48                 <field name="user_id"/>
  49                 <field name="categ_id" invisible="1"/>
  50                 <field name="create_date" invisible="1"/>
  51                 <field name="opportunity_id" invisible="1"/>
  52                 <field name="state"/>
  53             </tree>
  54         </field>
  55     </record>
  56
  57     <!-- Phonecalls Form View -->
  58     <record model="ir.ui.view" id="crm_case_phone_form_view">
  59         <field name="name">CRM - Phone Call Form</field>
  60         <field name="model">crm.phonecall</field>
  61         <field name="arch" type="xml">
  62             <form string="Phone Call" version="7.0">
  63                 <header>
  64                     <field name="state" nolabel="1" widget="statusbar" clickable="True"/>
  65                 </header>
  66                 <sheet string="Phone Call">
  67                     <div class="oe_right">
  68                         <button string="Convert to Opportunity"
  69                             type="object"
  70                             name="action_button_convert2opportunity"
  71                             attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
  72                         <button string="Schedule Other Call"
  73                                 name="%(phonecall_to_phonecall_act)d"
  74                                 type="action"/>
  75                         <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
  76                     </div>
  77                     <div class="oe_title">
  78                         <div class="oe_edit_only">
  79                             <label for="name"/>
  80                         </div>
  81                         <h1><field name="name" required="1"/></h1>
  82                         <div class="oe_edit_only">
  83                             <label for="partner_phone" string="Phone"/>
  84                         </div>
  85                         <h2><field name="partner_phone"/></h2>
  86                     </div>
  87
  88                     <group col="4">
  89                         <field name="date"/>
  90                         <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
  91                         <label for="duration"/>
  92                         <div>
  93                                 <field name="duration" widget="float_time" class="oe_inline" style="vertical-align:baseline"/> <b> min(s)</b>
  94                         </div>
  95                         <field name="section_id" colspan="1" widget="selection"
  96                                 groups="base.group_multi_salesteams"/>
  97                         <field name="partner_id" on_change="on_change_partner_id(partner_id)"/>
  98                         <field name="categ_id" widget="selection"
  99                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 100                         <field name="partner_mobile"/>
 101                         <field name="priority"/>
 102                         <field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)" context="{'opportunity_id': opportunity_id}"/>
 103                     </group>
 104                     <field name="description" placeholder="Description..."/>
 105                 </sheet>
 106                 <div class="oe_chatter">
 107                     <field name="message_follower_ids" widget="mail_followers"/>
 108                     <field name="message_ids" widget="mail_thread"/>
 109                 </div>
 110             </form>
 111         </field>
 112     </record>
 113
 114     <!--Logged Phonecalls Tree View -->
 115     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 116         <field name="name">CRM - Logged Phone Calls Tree</field>
 117         <field name="model">crm.phonecall</field>
 118         <field name="arch" type="xml">
 119             <tree string="Phone Calls" editable="top">
 120                 <field name="date"/>
 121                 <field name="name"/>
 122                 <field name="partner_id"
 123                     on_change="on_change_partner_id(partner_id)"/>
 124                 <field name="partner_phone"
 125                     invisible="1"/>
 126                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 127                 <field name="categ_id" widget="selection"
 128                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 129                     invisible="1"/>
 130                 <field name="state" invisible="1"/>
 131                 <field name="create_date" invisible="1"/>
 132                 <field name="opportunity_id" invisible="1" on_change="on_change_opportunity(opportunity_id)"/>
 133                 <button string="Schedule Other Call"
 134                     icon="terp-call-start"
 135                     name="%(phonecall_to_phonecall_act)d"
 136                     type="action"/>
 137                 <button string="Meeting"
 138                      icon="gtk-redo"
 139                      name="action_make_meeting" type="object"/>
 140                 <button string="Convert to Opportunity"
 141                     name="action_button_convert2opportunity"
 142                     states="open,pending"
 143                     icon="gtk-index"
 144                     type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 145             </tree>
 146         </field>
 147     </record>
 148
 149     <!-- Phonecalls Calendar View -->
 150     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 151         <field name="name">CRM - Phone Calls Calendar</field>
 152         <field name="model">crm.phonecall</field>
 153         <field name="priority" eval="2"/>
 154         <field name="arch" type="xml">
 155             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 156                 <field name="name"/>
 157                 <field name="partner_id"/>
 158             </calendar>
 159         </field>
 160     </record>
 161
 162     <!-- Phonecalls Search View  -->
 163     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 164         <field name="name">CRM - Phone Calls Search</field>
 165         <field name="model">crm.phonecall</field>
 166         <field name="arch" type="xml">
 167             <search string="Search Phonecalls">
 168                <field name="name" string="Phonecalls"/>
 169                <field name="date"/>
 170                <field name="state"/>
 171                <separator/>
 172                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 173                <separator/>
 174                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 175                <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
 176                <separator/>
 177                <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('user_id', '=', uid)]"
 178                        help="Phone Calls Assigned to the current user or with a team having the current user as team leader"/>
 179                <field name="partner_id" operator="child_of"/>
 180                <field name="user_id"/>
 181                <field name="section_id" string="Sales Team"
 182                         groups="base.group_multi_salesteams"/>
 183                <group expand="0" string="Group By...">
 184                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
 185                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 186                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 187                    <filter string="Calls Month" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Calls Date by Month"/>
 188                </group>
 189            </search>
 190         </field>
 191     </record>
 192
 193     </data>
 194 </openerp>