addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5 <!--  Phonecall Categories Form View  -->
   6
   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">Create specific phone call categories to better define the type of calls tracked in the system.</field>
  15     </record>
  16
  17     <menuitem action="crm_phonecall_categ_action" name="Categories"
  18         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" />
  19
  20 <!--  PhoneCalls Tree View -->
  21
  22     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  23         <field name="name">CRM - Phone Calls Tree</field>
  24         <field name="model">crm.phonecall</field>
  25         <field name="type">tree</field>
  26         <field name="arch" type="xml">
  27             <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  28                 <field name="date"/>
  29                 <field name="name"/>
  30                 <field name="partner_id"/>
  31                 <field name="partner_contact"/>
  32                 <field name="partner_phone"/>
  33                 <field name="user_id"/>
  34                 <field name="categ_id" invisible="1"/>
  35                 <field name="create_date" invisible="1"/>
  36                 <field name="opportunity_id" invisible="1"/>
  37                 <button string="Convert to Opportunity"
  38                     name="%(phonecall2opportunity_act)d"
  39                     states="open,pending"
  40                     icon="gtk-index"
  41                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  42                 <button string="Meeting"
  43                     states="open,pending" icon="gtk-redo"
  44                      name="action_make_meeting" type="object" />
  45                 <field name="state"/>
  46                 <button name="case_cancel" string="Cancel" states="open,pending" type="object" icon="gtk-cancel"/>
  47                 <button name="case_open" string="Todo" states="pending" type="object" icon="gtk-go-forward"/>
  48                 <button name="case_close" string="Held" states="open,pending" type="object" icon="gtk-jump-to"/>
  49                 <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  50             </tree>
  51         </field>
  52     </record>
  53
  54 <!-- Phonecalls Form View -->
  55
  56     <record model="ir.ui.view" id="crm_case_phone_form_view">
  57         <field name="name">CRM - Phone Call Form</field>
  58         <field name="model">crm.phonecall</field>
  59         <field name="type">form</field>
  60         <field name="arch" type="xml">
  61             <form string="Phone Call">
  62                  <group colspan="6" col="7">
  63                     <field name="name" required="1"/>
  64                     <field name="partner_phone"/>
  65                     <field name="duration" widget="float_time"/>
  66                     <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  67
  68                     <field name="date"/>
  69                     <field name="user_id"/>
  70                     <field name="section_id" colspan="1" widget="selection" />
  71                     <button string="Schedule Other Call"
  72                      icon="terp-call-start"
  73                     name="%(phonecall_to_phonecall_act)d"
  74                     type="action"  />
  75                     <label colspan="6"  string=""/>
  76                     <button string="Convert to Opportunity"
  77                         name="%(phonecall2opportunity_act)d"
  78                         icon="gtk-index" type="action"
  79                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  80
  81                 </group>
  82
  83                 <group col="3" colspan="2">
  84                     <separator colspan="3" string="Contacts" />
  85                     <field name="partner_id"
  86                         on_change="onchange_partner_id(partner_id)" />
  87                     <button string="Create a Partner"
  88                         icon="terp-partner"
  89                         name="%(action_crm_phonecall2partner)d"
  90                         type="action"
  91                         attrs="{'invisible':[('partner_id','!=',False)]}"
  92                         groups="base.group_partner_manager"/>
  93                     <newline/>
  94                     <field name="partner_address_id"
  95                         on_change="onchange_partner_address_id(partner_address_id)" />
  96                     <newline/>
  97                     <field name="partner_mobile" />
  98                 </group>
  99                 <group col="2" colspan="2">
 100                     <separator colspan="2" string="Categorization" />
 101                     <field name="categ_id" widget="selection"
 102                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 103                     <field name="priority"/>
 104                     <field name="opportunity_id"/>
 105                 </group>
 106                 <separator string="Description" colspan="4" />
 107                 <field name="description" nolabel="1" colspan="4" />
 108                 <separator colspan="4" />
 109                 <group col="8" colspan="4">
 110                     <field name="state" widget="statusbar" statusbar_visible="open,done" statusbar_colors='{"pending":"red"}' select="1"/>
 111                     <button name="case_cancel" string="Cancel"
 112                         states="open,pending" type="object"
 113                         icon="gtk-cancel" />
 114                     <button name="case_open" string="Todo"
 115                         states="pending" type="object"
 116                         icon="gtk-go-forward" />
 117                     <button name="case_pending" string="Not Held"
 118                         states="open" type="object" icon="gtk-media-pause" />
 119                     <button name="case_close" string="Held"
 120                         states="open,pending" type="object"
 121                         icon="gtk-jump-to" />
 122                     <button name="case_reset" string="Reset to Todo"
 123                         states="cancel" type="object"
 124                         icon="gtk-convert" />
 125                 </group>
 126             </form>
 127         </field>
 128     </record>
 129
 130     <!--Logged Phonecalls Tree View -->
 131
 132     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 133         <field name="name">CRM - Logged Phone Calls Tree</field>
 134         <field name="model">crm.phonecall</field>
 135         <field name="type">tree</field>
 136         <field name="arch" type="xml">
 137             <tree string="Phone Calls" editable="top">
 138                 <field name="date"/>
 139                 <field name="name"/>
 140                 <field name="partner_id"
 141                     on_change="onchange_partner_id(partner_id)"
 142                     string="Partner" />
 143                 <field name="partner_address_id"
 144                         on_change="onchange_partner_address_id(partner_address_id)"
 145                         invisible="1"/>
 146                 <field name="partner_phone"
 147                     invisible="1"/>
 148                 <field name="user_id" groups="base.group_extended"/>
 149                 <field name="categ_id" widget="selection"
 150                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 151                     invisible="1"/>
 152                 <field name="state" invisible="1"/>
 153                 <field name="create_date" invisible="1"/>
 154                 <field name="opportunity_id" invisible="1"/>
 155                 <button string="Schedule Other Call"
 156                     icon="terp-call-start"
 157                     name="%(phonecall_to_phonecall_act)d"
 158                     type="action"  />
 159                 <button string="Meeting"
 160                      icon="gtk-redo"
 161                      name="action_make_meeting" type="object" />
 162                 <button string="Convert to Opportunity"
 163                     name="%(phonecall2opportunity_act)d"
 164                     states="open,pending"
 165                     icon="gtk-index"
 166                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 167             </tree>
 168         </field>
 169     </record>
 170
 171 <!-- Phonecalls Calendar View -->
 172
 173     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 174         <field name="name">CRM - Phone Calls Calendar</field>
 175         <field name="model">crm.phonecall</field>
 176         <field name="type">calendar</field>
 177         <field name="priority" eval="2"/>
 178         <field name="arch" type="xml">
 179             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 180                 <field name="name"/>
 181                 <field name="partner_id"/>
 182             </calendar>
 183         </field>
 184     </record>
 185
 186 <!-- Phonecalls Search View  -->
 187
 188     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 189         <field name="name">CRM - Phone Calls Search</field>
 190         <field name="model">crm.phonecall</field>
 191         <field name="type">search</field>
 192         <field name="arch" type="xml">
 193             <search string="Search Phonecalls">
 194                <filter icon="terp-go-today" string="Today"
 195                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 196                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 197                    name="today"
 198                    help="Todays's Phonecalls"
 199                />
 200                <filter icon="terp-go-week"
 201                    string="7 Days"
 202                    help="Phonecalls during last 7 days"
 203                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 204                />
 205
 206                <separator orientation="vertical"/>
 207                <field name="name"/>
 208                <field name="partner_id"/>
 209                <field name="user_id">
 210                    <filter icon="terp-personal-"
 211                        domain="[('user_id','=',False)]"
 212                        help="Unassigned Phonecalls" />
 213                </field>
 214                <field name="section_id"
 215                    widget="selection" string="Sales Team">
 216                    <filter icon="terp-personal+" groups="base.group_extended"
 217                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 218                        help="My Sales Team(s)" />
 219                </field>
 220                <newline/>
 221                <group expand="0" string="Group By...">
 222                    <filter string="Partner" icon="terp-partner" domain="[]"
 223                        context="{'group_by':'partner_id'}" />
 224                    <filter string="Responsible" icon="terp-personal"
 225                        domain="[]" context="{'group_by':'user_id'}" />
 226                    <separator orientation="vertical" />
 227                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 228                        domain="[]" context="{'group_by':'create_date'}" />
 229                    <filter string="Date" icon="terp-go-month" domain="[]"
 230                        context="{'group_by':'date'}" help="Date of Call" />
 231                </group>
 232            </search>
 233         </field>
 234     </record>
 235     <!-- Scheduled a phonecall search view-->
 236     <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
 237         <field name="name">CRM - Scheduled Calls Search</field>
 238         <field name="model">crm.phonecall</field>
 239         <field name="type">search</field>
 240         <field name="arch" type="xml">
 241             <search string="Scheduled Phonecalls">
 242                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 243                <separator orientation="vertical"/>
 244                <filter icon="terp-go-today" string="Today"
 245                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 246                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 247                    name="today"
 248                    help="Todays's Phonecalls"
 249                />
 250                <filter icon="terp-go-week"
 251                    string="7 Days"
 252                    help="Phonecalls during last 7 days"
 253                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 254                />
 255
 256                <separator orientation="vertical"/>
 257                <field name="name"/>
 258                <field name="partner_id"/>
 259                <field name="user_id">
 260                    <filter icon="terp-personal-"
 261                        domain="[('user_id','=',False)]"
 262                        help="Unassigned Phonecalls" />
 263                </field>
 264                <field name="section_id"
 265                    widget="selection" string="Sales Team">
 266                    <filter icon="terp-personal+" groups="base.group_extended"
 267                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 268                        help="My Sales Team(s)" />
 269                </field>
 270                <newline/>
 271                <group expand="0" string="Group By...">
 272                    <filter string="Partner" icon="terp-partner" domain="[]"
 273                        context="{'group_by':'partner_id'}" />
 274                    <filter string="Responsible" icon="terp-personal"
 275                        domain="[]" context="{'group_by':'user_id'}" />
 276                    <separator orientation="vertical" />
 277                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 278                        domain="[]" context="{'group_by':'create_date'}" />
 279                    <filter string="Date" icon="terp-go-month" domain="[]"
 280                        context="{'group_by':'date'}" help="Date of Call" />
 281                </group>
 282            </search>
 283         </field>
 284     </record>
 285
 286     </data>
 287 </openerp>