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">{'object_id':'crm.phonecall'}</field>
  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" string="Type"/>
  35                 <field name="create_date" invisible="1"/>
  36                 <button string="Convert to Opportunity"
  37                     name="%(phonecall2opportunity_act)d"
  38                     states="draft,open,pending"
  39                     icon="gtk-index"
  40                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  41                 <button string="Meeting"
  42                     states="draft,open,pending" icon="gtk-redo"
  43                      name="action_make_meeting" type="object" />
  44                 <field name="state"/>
  45                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
  46                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  47                 <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
  48                 <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  49             </tree>
  50         </field>
  51     </record>
  52
  53 <!-- Phonecalls Form View -->
  54
  55     <record model="ir.ui.view" id="crm_case_phone_form_view">
  56         <field name="name">CRM - Phone Call Form</field>
  57         <field name="model">crm.phonecall</field>
  58         <field name="type">form</field>
  59         <field name="arch" type="xml">
  60             <form string="Phone Call">
  61                  <group colspan="6" col="7">
  62                     <field name="name" required="1"/>
  63                     <field name="partner_phone"/>
  64                     <field name="duration" widget="float_time" required="1"/>
  65                     <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  66
  67                     <field name="date" required="1"/>
  68                     <field name="user_id"/>
  69                     <field name="section_id" colspan="1" widget="selection" />
  70                     <button string="Convert to Opportunity"
  71                         name="%(phonecall2opportunity_act)d"
  72                         icon="gtk-index" type="action"
  73                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  74                     <label colspan="6"  string=""/>
  75                     <button string="Schedule Other Call"
  76                      icon="terp-call-start"
  77                     name="%(phonecall_to_phonecall_act)d"
  78                     type="action"  />
  79
  80                 </group>
  81
  82                 <group col="3" colspan="2">
  83                     <separator colspan="3" string="Contacts" />
  84                     <field name="partner_id"
  85                         on_change="onchange_partner_id(partner_id)" />
  86                     <button string="Create a Partner"
  87                         icon="terp-partner"
  88                         name="%(action_crm_phonecall2partner)d"
  89                         type="action"
  90                         attrs="{'invisible':[('partner_id','!=',False)]}"
  91                         groups="base.group_partner_manager"/>
  92                     <newline/>
  93                     <field name="partner_address_id"
  94                         on_change="onchange_partner_address_id(partner_address_id)" />
  95                     <newline/>
  96                     <field name="partner_mobile" />
  97                 </group>
  98                 <group col="2" colspan="2">
  99                     <separator colspan="2" string="Categorization" />
 100                     <field name="categ_id" widget="selection"
 101                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 102                         string="Type" />
 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" select="1" />
 111                     <button name="case_cancel" string="Cancel"
 112                         states="draft,open,pending" type="object"
 113                         icon="gtk-cancel" />
 114                     <button name="case_open" string="Open"
 115                         states="draft,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,draft,pending" type="object"
 121                         icon="gtk-jump-to" />
 122                     <button name="case_reset" string="Reset to Draft"
 123                         states="done,cancel" type="object"
 124                         icon="gtk-convert" />
 125                 </group>
 126             </form>
 127         </field>
 128     </record>
 129
 130     <!--Inbound Phonecalls Form View -->
 131
 132     <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
 133         <field name="name">CRM - Inbound Phone Call Form</field>
 134         <field name="model">crm.phonecall</field>
 135         <field name="type">form</field>
 136         <field name="arch" type="xml">
 137             <form string="Phone Call">
 138                 <group colspan="4" col="7">
 139                     <field name="name" required="1"/>
 140                     <field name="partner_phone"/>
 141                     <field name="duration" widget="float_time"/>
 142                     <button string="Schedule a Meeting"
 143                         name="action_make_meeting"
 144                         icon="gtk-redo"
 145                         type="object" />
 146
 147                     <field name="date" required="1"/>
 148                     <field name="user_id"/>
 149                     <field name="section_id" colspan="1" widget="selection" />
 150                     <button string="Convert to Opportunity"
 151                         name="%(phonecall2opportunity_act)d"
 152                         icon="gtk-index" type="action"
 153                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 154                     <label colspan="6"  string=""/>
 155                     <button string="Schedule Other Call"
 156                      icon="terp-call-start"
 157                     name="%(phonecall_to_phonecall_act)d"
 158                     type="action"  />
 159
 160                 </group>
 161                 <group col="3" colspan="2">
 162                     <separator colspan="3" string="Contacts" />
 163                     <field name="partner_id"
 164                         on_change="onchange_partner_id(partner_id, email_from)" />
 165                     <button string="Create a Partner"
 166                         icon="terp-partner"
 167                         name="%(action_crm_phonecall2partner)d"
 168                         type="action"
 169                         attrs="{'invisible':[('partner_id','!=',False)]}"
 170                         groups="base.group_partner_manager" />
 171                     <newline/>
 172                     <field name="partner_address_id"
 173                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 174                     <newline/>
 175                     <field name="partner_mobile" />
 176                 </group>
 177                 <group col="2" colspan="2">
 178                     <separator colspan="2" string="Categorization" />
 179                     <field name="categ_id" widget="selection"
 180                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 181                         string="Type" />
 182                     <field name="priority"/>
 183                     <field name="opportunity_id"/>
 184                 </group>
 185                 <separator string="Description" colspan="4" />
 186                 <field name="description" nolabel="1" colspan="4" />
 187                 <separator colspan="4" />
 188             </form>
 189         </field>
 190     </record>
 191
 192     <!--Inbound Phonecalls Tree View -->
 193
 194     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 195         <field name="name">CRM - Inbound Phone Calls Tree</field>
 196         <field name="model">crm.phonecall</field>
 197         <field name="type">tree</field>
 198         <field name="arch" type="xml">
 199             <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)" editable="top">
 200                 <field name="date"/>
 201                 <field name="name"/>
 202                 <field name="partner_id"
 203                     on_change="onchange_partner_id(partner_id)"
 204                     string="Partner" />
 205                 <field name="partner_address_id"
 206                         on_change="onchange_partner_address_id(partner_address_id)" />
 207                 <field name="partner_phone"/>
 208                 <field name="user_id"/>
 209                 <field name="categ_id" widget="selection"
 210                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 211                     string="Type" />
 212                 <field name="state" invisible="1"/>
 213                 <field name="create_date" invisible="1"/>
 214                 <button string="Schedule Other Call"
 215                     icon="terp-call-start"
 216                     name="%(phonecall_to_phonecall_act)d"
 217                     type="action"  />
 218                 <button string="Convert to Opportunity"
 219                     name="%(phonecall2opportunity_act)d"
 220                     states="draft,open,pending"
 221                     icon="gtk-index"
 222                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 223                 <button string="Meeting"
 224                     states="draft,open,pending" icon="gtk-redo"
 225                      name="action_make_meeting" type="object" />
 226             </tree>
 227         </field>
 228     </record>
 229
 230 <!-- Phonecalls Calendar View -->
 231
 232     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 233         <field name="name">CRM - Phone Calls Calendar</field>
 234         <field name="model">crm.phonecall</field>
 235         <field name="type">calendar</field>
 236         <field name="priority" eval="2"/>
 237         <field name="arch" type="xml">
 238             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 239                 <field name="name"/>
 240                 <field name="partner_id"/>
 241             </calendar>
 242         </field>
 243     </record>
 244
 245 <!-- Phonecalls Search View  -->
 246
 247     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 248         <field name="name">CRM - Phone Calls Search</field>
 249         <field name="model">crm.phonecall</field>
 250         <field name="type">search</field>
 251         <field name="arch" type="xml">
 252             <search string="Search Phonecalls">
 253                <filter icon="terp-check" string="Current"
 254                    name="current"
 255                    domain="[('state','in', ('draft','open','pending'))]"/>
 256                <filter icon="terp-go-today" string="Today"
 257                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 258                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 259                    name="today"
 260                    help="Todays's Phonecalls"
 261                />
 262                <filter icon="terp-go-week"
 263                    string="7 Days"
 264                    help="Phonecalls during last 7 days"
 265                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 266                />
 267
 268                <separator orientation="vertical"/>
 269                <field name="name"/>
 270                <field name="partner_id"/>
 271                <field name="user_id">
 272                    <filter icon="terp-personal-"
 273                        domain="[('user_id','=',False)]"
 274                        help="Unassigned Phonecalls" />
 275                </field>
 276                <field name="section_id"
 277                    select="1" widget="selection" string="Sales Team">
 278                    <filter icon="terp-personal+" groups="base.group_extended"
 279                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 280                        help="My Sales Team(s)" />
 281                </field>
 282                <newline/>
 283                <group expand="0" string="Group By..." colspan="4">
 284                    <filter string="Partner" icon="terp-partner" domain="[]"
 285                        context="{'group_by':'partner_id'}" />
 286                    <filter string="Responsible" icon="terp-personal"
 287                        domain="[]" context="{'group_by':'user_id'}" />
 288                    <separator orientation="vertical" />
 289                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 290                        domain="[]" context="{'group_by':'create_date'}" />
 291                    <filter string="Date" icon="terp-go-month" domain="[]"
 292                        context="{'group_by':'date'}" help="Date of Call" />
 293                </group>
 294            </search>
 295         </field>
 296     </record>
 297
 298     </data>
 299 </openerp>