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.
18 Create specific phone call categories to better define the type of
19 calls tracked in the system.
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"/>
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">
35 <field name="partner_id"/>
36 <button string="Meeting"
38 name="action_make_meeting"
41 <button string="Convert to Opportunity"
43 name="action_button_convert2opportunity"
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"/>
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">
64 <field name="state" nolabel="1" widget="statusbar" clickable="True"/>
66 <sheet string="Phone Call">
67 <div class="oe_right">
68 <button string="Convert to Opportunity"
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"
75 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
77 <div class="oe_title">
78 <div class="oe_edit_only">
81 <h1><field name="name" required="1"/></h1>
82 <div class="oe_edit_only">
83 <label for="partner_phone" string="Phone"/>
85 <h2><field name="partner_phone"/></h2>
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"/>
93 <field name="duration" widget="float_time" class="oe_inline" style="vertical-align:baseline"/> <b> min(s)</b>
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)"/>
104 <field name="description" placeholder="Description..."/>
106 <div class="oe_chatter">
107 <field name="message_follower_ids" widget="mail_followers"/>
108 <field name="message_ids" widget="mail_thread"/>
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">
122 <field name="partner_id"
123 on_change="on_change_partner_id(partner_id)"/>
124 <field name="partner_phone"
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')]"
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"
137 <button string="Meeting"
139 name="action_make_meeting" type="object"/>
140 <button string="Convert to Opportunity"
141 name="action_button_convert2opportunity"
142 states="open,pending"
144 type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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">
157 <field name="partner_id"/>
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"/>
170 <field name="state"/>
172 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
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)]"/>
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" filter_domain="[('partner_id','child_of',self)]"/>
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"/>