addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5
   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.
  17           </p><p>
  18             Create specific phone call categories to better define the type of
  19             calls tracked in the system.
  20           </p>
  21         </field>
  22     </record>
  23
  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"/>
  26
  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">
  33                 <field name="date"/>
  34                 <field name="name"/>
  35                 <field name="partner_id"/>
  36                 <button string="Meeting"
  37                     states="open,pending"
  38                     name="action_make_meeting"
  39                     icon="gtk-redo"
  40                     type="object"/>
  41                 <button string="Convert to Opportunity"
  42                     type="object"
  43                     name="action_button_convert2opportunity"
  44                     states="open,pending"
  45                     icon="gtk-index"
  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"/>
  52                 <field name="state"/>
  53             </tree>
  54         </field>
  55     </record>
  56
  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">
  63                 <header>
  64                     <field name="state" nolabel="1" widget="statusbar" clickable="True"/>
  65                 </header>
  66                 <sheet string="Phone Call">
  67                     <div class="oe_right oe_button_box">
  68                         <button class="oe_inline oe_stat_button" type="object" name="action_button_convert2opportunity"
  69                             icon="fa-star" attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"
  70                             help="Convert To Opportunity">
  71                             <div>Convert To<br/>Opportunity</div>
  72                         </button>
  73
  74                         <button class="oe_inline oe_stat_button" type="action"
  75                             name="%(phonecall_to_phonecall_act)d" icon="fa-phone">
  76                             <div>Schedule<br/>Other Call</div>
  77                         </button>
  78                         <button class="oe_inline oe_stat_button" name="action_make_meeting" type="object" icon="fa-calendar fa-fw">
  79                             <div>Schedule<br/>A Meeting</div>
  80                         </button>
  81                     </div>
  82                     <div class="oe_title">
  83                         <div class="oe_edit_only">
  84                             <label for="name"/>
  85                         </div>
  86                         <h1><field name="name" required="1"/></h1>
  87                         <div class="oe_edit_only">
  88                             <label for="partner_phone" string="Phone"/>
  89                         </div>
  90                         <h2><field name="partner_phone"/></h2>
  91                     </div>
  92
  93                     <group col="4">
  94                         <field name="date"/>
  95                         <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
  96                         <label for="duration"/>
  97                         <div>
  98                                 <field name="duration" widget="float_time" class="oe_inline" style="vertical-align:baseline"/> <b> min(s)</b>
  99                         </div>
 100                         <field name="section_id" colspan="1" widget="selection"
 101                                 groups="base.group_multi_salesteams"/>
 102                         <field name="partner_id" on_change="on_change_partner_id(partner_id)"/>
 103                         <field name="categ_id" widget="selection"
 104                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 105                         <field name="partner_mobile"/>
 106                         <field name="priority" widget="priority"/>
 107                         <field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)" context="{'opportunity_id': opportunity_id}"/>
 108                     </group>
 109                     <field name="description" placeholder="Description..."/>
 110                 </sheet>
 111                 <div class="oe_chatter">
 112                     <field name="message_follower_ids" widget="mail_followers"/>
 113                     <field name="message_ids" widget="mail_thread"/>
 114                 </div>
 115             </form>
 116         </field>
 117     </record>
 118
 119     <!--Logged Phonecalls Tree View -->
 120     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 121         <field name="name">CRM - Logged Phone Calls Tree</field>
 122         <field name="model">crm.phonecall</field>
 123         <field name="arch" type="xml">
 124             <tree string="Phone Calls" editable="top">
 125                 <field name="date"/>
 126                 <field name="name"/>
 127                 <field name="partner_id"
 128                     on_change="on_change_partner_id(partner_id)"/>
 129                 <field name="partner_phone"
 130                     invisible="1"/>
 131                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 132                 <field name="categ_id" widget="selection"
 133                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 134                     invisible="1"/>
 135                 <field name="state" invisible="1"/>
 136                 <field name="create_date" invisible="1"/>
 137                 <field name="opportunity_id" invisible="1" on_change="on_change_opportunity(opportunity_id)"/>
 138                 <button string="Schedule Other Call"
 139                     icon="terp-call-start"
 140                     name="%(phonecall_to_phonecall_act)d"
 141                     type="action"/>
 142                 <button string="Meeting"
 143                      icon="gtk-redo"
 144                      name="action_make_meeting" type="object"/>
 145                 <button string="Convert to Opportunity"
 146                     name="action_button_convert2opportunity"
 147                     states="open,pending"
 148                     icon="gtk-index"
 149                     type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 150             </tree>
 151         </field>
 152     </record>
 153
 154     <!-- Phonecalls Calendar View -->
 155     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 156         <field name="name">CRM - Phone Calls Calendar</field>
 157         <field name="model">crm.phonecall</field>
 158         <field name="priority" eval="2"/>
 159         <field name="arch" type="xml">
 160             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 161                 <field name="name"/>
 162                 <field name="partner_id"/>
 163             </calendar>
 164         </field>
 165     </record>
 166
 167     <!-- Phonecalls Search View  -->
 168     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 169         <field name="name">CRM - Phone Calls Search</field>
 170         <field name="model">crm.phonecall</field>
 171         <field name="arch" type="xml">
 172             <search string="Search Phonecalls">
 173                 <field name="name" string="Phonecalls"/>
 174                 <field name="date"/>
 175                 <field name="state"/>
 176                 <filter string="My Phonecalls" domain="[('user_id', '=', uid)]"/>
 177                 <filter string="My Team" domain="[('section_id.user_id', '=', uid)]"/>
 178                 <filter string="Unassigned" domain="[('user_id','=',False)]"/>
 179                 <separator/>
 180                 <filter string="To Do" name="current" domain="[('state','=','open')]"/>
 181                 <separator/>
 182                 <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 183                 <separator/>
 184                 <field name="partner_id" operator="child_of"/>
 185                 <field name="user_id"/>
 186                 <field name="opportunity_id"/>
 187                 <field name="section_id" string="Sales Team"
 188                         groups="base.group_multi_salesteams"/>
 189                 <group expand="0" string="Group By">
 190                     <filter string="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 191                     <filter string="Responsible" domain="[]" context="{'group_by':'user_id'}"/>
 192                     <filter string="Creation" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 193                     <filter string="Month" domain="[]" context="{'group_by':'date'}" help="Calls Date by Month"/>
 194                 </group>
 195             </search>
 196         </field>
 197     </record>
 198
 199     </data>
 200 </openerp>