addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <!-- Read/Unread actions -->
   6     <record id="actions_server_crm_phonecall_unread" model="ir.actions.server">
   7         <field name="name">Mark unread</field>
   8         <field name="condition">True</field>
   9         <field name="type">ir.actions.server</field>
  10         <field name="model_id" ref="model_crm_phonecall"/>
  11         <field name="state">code</field>
  12         <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
  13     </record>
  14     <record id="action_crm_phonecall_unread" model="ir.values">
  15         <field name="name">action_crm_phonecall_unread</field>
  16         <field name="action_id" ref="actions_server_crm_phonecall_unread"/>
  17         <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_unread'))"/>
  18         <field name="key">action</field>
  19         <field name="model_id" ref="model_crm_phonecall"/>
  20         <field name="model">crm.phonecall</field>
  21         <field name="key2">client_action_multi</field>
  22     </record>
  23
  24     <record id="actions_server_crm_phonecall_read" model="ir.actions.server">
  25         <field name="name">Mark read</field>
  26         <field name="condition">True</field>
  27         <field name="type">ir.actions.server</field>
  28         <field name="model_id" ref="model_crm_phonecall"/>
  29         <field name="state">code</field>
  30         <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
  31     </record>
  32     <record id="action_crm_phonecall_read" model="ir.values">
  33         <field name="name">action_crm_phonecall_read</field>
  34         <field name="action_id" ref="actions_server_crm_phonecall_read"/>
  35         <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_read'))"/>
  36         <field name="key">action</field>
  37         <field name="model_id" ref="model_crm_phonecall"/>
  38         <field name="model">crm.phonecall</field>
  39         <field name="key2">client_action_multi</field>
  40     </record>
  41
  42 <!--  Phonecall Categories Form View  -->
  43     <record id="crm_phonecall_categ_action" model="ir.actions.act_window">
  44         <field name="name">Phonecall Categories</field>
  45         <field name="res_model">crm.case.categ</field>
  46         <field name="view_type">form</field>
  47         <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  48         <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
  49         <field name="context" eval="{'object_id': ref('model_crm_phonecall')}"/>
  50         <field name="help" type="html">
  51           <p class="oe_view_nocontent_create">
  52             Click to add a new category.
  53           </p><p>
  54             Create specific phone call categories to better define the type of
  55             calls tracked in the system.
  56           </p>
  57         </field>
  58     </record>
  59
  60     <menuitem action="crm_phonecall_categ_action" name="Categories"
  61         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
  62
  63 <!--  PhoneCalls Tree View -->
  64
  65     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  66         <field name="name">CRM - Phone Calls Tree</field>
  67         <field name="model">crm.phonecall</field>
  68         <field name="arch" type="xml">
  69             <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  70                 <field name="date"/>
  71                 <field name="name"/>
  72                 <field name="partner_id"/>
  73                 <field name="partner_phone"/>
  74                 <field name="user_id"/>
  75                 <field name="categ_id" invisible="1"/>
  76                 <field name="create_date" invisible="1"/>
  77                 <field name="opportunity_id" invisible="1"/>
  78                 <button string="Convert to Opportunity"
  79                     name="%(phonecall2opportunity_act)d"
  80                     states="open,pending"
  81                     icon="gtk-index"
  82                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
  83                 <button string="Meeting"
  84                     states="open,pending" icon="gtk-redo"
  85                      name="action_make_meeting" type="object"/>
  86                 <field name="state"/>
  87                 <button name="case_open" string="Confirm" type="object"
  88                         states="draft,pending" icon="gtk-go-forward"/>
  89                 <button name="case_close" string="Held" type="object"
  90                         states="open,pending" icon="gtk-jump-to"/>
  91                 <button name="case_cancel" string="Cancel" type="object"
  92                         states="draft,open,pending" icon="gtk-cancel"/>
  93                 <button name="case_reset" string="Reset to Todo" type="object"
  94                         states="cancel" icon="gtk-convert"/>
  95             </tree>
  96         </field>
  97     </record>
  98
  99 <!-- Phonecalls Form View -->
 100
 101     <record model="ir.ui.view" id="crm_case_phone_form_view">
 102         <field name="name">CRM - Phone Call Form</field>
 103         <field name="model">crm.phonecall</field>
 104         <field name="arch" type="xml">
 105             <form string="Phone Call" version="7.0">
 106             <header>
 107                 <button name="case_close" string="Held" type="object" class="oe_highlight"
 108                         states="open,pending"/>
 109                 <button name="case_reset" string="Reset to Todo" type="object"
 110                         states="cancel"/>
 111                 <button string="Convert to Opportunity"
 112                         name="%(phonecall2opportunity_act)d"
 113                         type="action"
 114                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'open')]}"/>
 115                 <button string="Convert to Opportunity" class="oe_highlight"
 116                         name="%(phonecall2opportunity_act)d"
 117                         type="action"
 118                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'done')]}"/>
 119                 <button string="Schedule Other Call"
 120                         name="%(phonecall_to_phonecall_act)d"
 121                         type="action"/>
 122                 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
 123                 <button name="case_cancel" string="Cancel" type="object"
 124                         states="draft,open,pending"/>
 125                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
 126             </header>
 127             <sheet string="Phone Call">
 128                   <div class="oe_title">
 129                       <div class="oe_edit_only">
 130                           <label for="name" string="Title"/>
 131                       </div>
 132                       <h1><field name="name" required="1"/></h1>
 133                       <div class="oe_edit_only">
 134                         <label for="partner_phone" string="Phone"/>
 135                       </div>
 136                       <h2><field name="partner_phone"/></h2>
 137                   </div>
 138                  <group col="4">
 139                     <field name="date"/>
 140                     <field name="user_id"/>
 141                     <field name="duration" widget="float_time"/>
 142                     <field name="section_id" colspan="1" widget="selection"/>
 143                     <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 144                     <field name="categ_id" widget="selection"
 145                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 146                     <field name="partner_mobile"/>
 147                     <field name="priority"/>
 148                     <field name="opportunity_id"/>
 149                 </group>
 150
 151                 <field name="description" placeholder="Description..."/>
 152             </sheet>
 153             <div class="oe_chatter">
 154                 <field name="message_ids" widget="mail_thread"/>
 155                 <field name="message_follower_ids" widget="mail_followers"/>
 156             </div>
 157             </form>
 158         </field>
 159     </record>
 160
 161     <!--Logged Phonecalls Tree View -->
 162
 163     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 164         <field name="name">CRM - Logged Phone Calls Tree</field>
 165         <field name="model">crm.phonecall</field>
 166         <field name="arch" type="xml">
 167             <tree string="Phone Calls" editable="top">
 168                 <field name="date"/>
 169                 <field name="name"/>
 170                 <field name="partner_id"
 171                     on_change="onchange_partner_id(partner_id)"/>
 172                 <field name="partner_phone"
 173                     invisible="1"/>
 174                 <field name="user_id"/>
 175                 <field name="categ_id" widget="selection"
 176                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 177                     invisible="1"/>
 178                 <field name="state" invisible="1"/>
 179                 <field name="create_date" invisible="1"/>
 180                 <field name="opportunity_id" invisible="1"/>
 181                 <button string="Schedule Other Call"
 182                     icon="terp-call-start"
 183                     name="%(phonecall_to_phonecall_act)d"
 184                     type="action"/>
 185                 <button string="Meeting"
 186                      icon="gtk-redo"
 187                      name="action_make_meeting" type="object"/>
 188                 <button string="Convert to Opportunity"
 189                     name="%(phonecall2opportunity_act)d"
 190                     states="open,pending"
 191                     icon="gtk-index"
 192                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 193             </tree>
 194         </field>
 195     </record>
 196
 197     <!-- Phonecalls Calendar View -->
 198
 199     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 200         <field name="name">CRM - Phone Calls Calendar</field>
 201         <field name="model">crm.phonecall</field>
 202         <field name="priority" eval="2"/>
 203         <field name="arch" type="xml">
 204             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 205                 <field name="name"/>
 206                 <field name="partner_id"/>
 207             </calendar>
 208         </field>
 209     </record>
 210
 211     <!-- Phonecalls Search View  -->
 212     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 213         <field name="name">CRM - Phone Calls Search</field>
 214         <field name="model">crm.phonecall</field>
 215         <field name="arch" type="xml">
 216             <search string="Search Phonecalls">
 217                <field name="name" string="Phonecalls"/>
 218                <field name="date"/>
 219                <separator/>
 220                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 221                <separator/>
 222                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 223                <separator/>
 224                <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 225                        help="Phone Calls that are assigned to me or to my team(s)"/>
 226                <field name="partner_id"/>
 227                <field name="user_id"/>
 228                <field name="section_id" string="Sales Team"/>
 229                <group expand="0" string="Group By...">
 230                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
 231                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 232                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 233                    <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call"/>
 234                </group>
 235            </search>
 236         </field>
 237     </record>
 238
 239     </data>
 240 </openerp>