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"/>
  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                 <field name="partner_phone"/>
 146                 <field name="user_id"/>
 147                 <field name="categ_id" widget="selection"
 148                     domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 149                 <field name="state" invisible="1"/>
 150                 <field name="create_date" invisible="1"/>
 151                 <button string="Schedule Other Call"
 152                     icon="terp-call-start"
 153                     name="%(phonecall_to_phonecall_act)d"
 154                     type="action"  />
 155                 <button string="Meeting"
 156                      icon="gtk-redo"
 157                      name="action_make_meeting" type="object" />
 158             </tree>
 159         </field>
 160     </record>
 161
 162 <!-- Phonecalls Calendar View -->
 163
 164     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 165         <field name="name">CRM - Phone Calls Calendar</field>
 166         <field name="model">crm.phonecall</field>
 167         <field name="type">calendar</field>
 168         <field name="priority" eval="2"/>
 169         <field name="arch" type="xml">
 170             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 171                 <field name="name"/>
 172                 <field name="partner_id"/>
 173             </calendar>
 174         </field>
 175     </record>
 176
 177 <!-- Phonecalls Search View  -->
 178
 179     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 180         <field name="name">CRM - Phone Calls Search</field>
 181         <field name="model">crm.phonecall</field>
 182         <field name="type">search</field>
 183         <field name="arch" type="xml">
 184             <search string="Search Phonecalls">
 185                <filter icon="terp-go-today" string="Today"
 186                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 187                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 188                    name="today"
 189                    help="Todays's Phonecalls"
 190                />
 191                <filter icon="terp-go-week"
 192                    string="7 Days"
 193                    help="Phonecalls during last 7 days"
 194                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 195                />
 196
 197                <separator orientation="vertical"/>
 198                <field name="name"/>
 199                <field name="partner_id"/>
 200                <field name="user_id">
 201                    <filter icon="terp-personal-"
 202                        domain="[('user_id','=',False)]"
 203                        help="Unassigned Phonecalls" />
 204                </field>
 205                <field name="section_id"
 206                    widget="selection" string="Sales Team">
 207                    <filter icon="terp-personal+" groups="base.group_extended"
 208                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 209                        help="My Sales Team(s)" />
 210                </field>
 211                <newline/>
 212                <group expand="0" string="Group By...">
 213                    <filter string="Partner" icon="terp-partner" domain="[]"
 214                        context="{'group_by':'partner_id'}" />
 215                    <filter string="Responsible" icon="terp-personal"
 216                        domain="[]" context="{'group_by':'user_id'}" />
 217                    <separator orientation="vertical" />
 218                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 219                        domain="[]" context="{'group_by':'create_date'}" />
 220                    <filter string="Date" icon="terp-go-month" domain="[]"
 221                        context="{'group_by':'date'}" help="Date of Call" />
 222                </group>
 223            </search>
 224         </field>
 225     </record>
 226     <!-- Scheduled a phonecall search view-->
 227     <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
 228         <field name="name">CRM - Scheduled Calls Search</field>
 229         <field name="model">crm.phonecall</field>
 230         <field name="type">search</field>
 231         <field name="arch" type="xml">
 232             <search string="Scheduled Phonecalls">
 233                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 234                <separator orientation="vertical"/>
 235                <filter icon="terp-go-today" string="Today"
 236                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 237                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 238                    name="today"
 239                    help="Todays's Phonecalls"
 240                />
 241                <filter icon="terp-go-week"
 242                    string="7 Days"
 243                    help="Phonecalls during last 7 days"
 244                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 245                />
 246
 247                <separator orientation="vertical"/>
 248                <field name="name"/>
 249                <field name="partner_id"/>
 250                <field name="user_id">
 251                    <filter icon="terp-personal-"
 252                        domain="[('user_id','=',False)]"
 253                        help="Unassigned Phonecalls" />
 254                </field>
 255                <field name="section_id"
 256                    widget="selection" string="Sales Team">
 257                    <filter icon="terp-personal+" groups="base.group_extended"
 258                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 259                        help="My Sales Team(s)" />
 260                </field>
 261                <newline/>
 262                <group expand="0" string="Group By...">
 263                    <filter string="Partner" icon="terp-partner" domain="[]"
 264                        context="{'group_by':'partner_id'}" />
 265                    <filter string="Responsible" icon="terp-personal"
 266                        domain="[]" context="{'group_by':'user_id'}" />
 267                    <separator orientation="vertical" />
 268                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 269                        domain="[]" context="{'group_by':'create_date'}" />
 270                    <filter string="Date" icon="terp-go-month" domain="[]"
 271                        context="{'group_by':'date'}" help="Date of Call" />
 272                </group>
 273            </search>
 274         </field>
 275     </record>
 276
 277     </data>
 278 </openerp>