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" required="1"/>
  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, email_from)" />
  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                     <newline/>
  92                     <field name="partner_address_id"
  93                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
  94                     <newline/>
  95                     <field name="partner_mobile" />
  96                 </group>
  97                 <group col="2" colspan="2">
  98                     <separator colspan="2" string="Categorization" />
  99                     <field name="categ_id" widget="selection"
 100                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 101                         string="Type" />
 102                     <field name="priority"/>
 103                     <field name="opportunity_id"/>
 104                 </group>
 105                 <separator string="Description" colspan="4" />
 106                 <field name="description" nolabel="1" colspan="4" />
 107                 <separator colspan="4" />
 108                 <group col="8" colspan="4">
 109                     <field name="state" select="1" />
 110                     <button name="case_cancel" string="Cancel"
 111                         states="draft,open,pending" type="object"
 112                         icon="gtk-cancel" />
 113                     <button name="case_open" string="Open"
 114                         states="draft,pending" type="object"
 115                         icon="gtk-go-forward" />
 116                     <button name="case_pending" string="Not Held"
 117                         states="open" type="object" icon="gtk-media-pause" />
 118                     <button name="case_close" string="Held"
 119                         states="open,draft,pending" type="object"
 120                         icon="gtk-jump-to" />
 121                     <button name="case_reset" string="Reset to Draft"
 122                         states="done,cancel" type="object"
 123                         icon="gtk-convert" />
 124                 </group>
 125             </form>
 126         </field>
 127     </record>
 128
 129         <!--Inbound Phonecalls Form View -->
 130
 131         <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
 132         <field name="name">CRM - Inbound Phone Call Form</field>
 133         <field name="model">crm.phonecall</field>
 134         <field name="type">form</field>
 135         <field name="arch" type="xml">
 136             <form string="Phone Call">
 137                 <group colspan="4" col="7">
 138                     <field name="name" required="1"/>
 139                     <field name="partner_phone"/>
 140                     <field name="duration" widget="float_time"/>
 141                     <button string="Schedule a Meeting"
 142                         name="action_make_meeting"
 143                         icon="gtk-redo"
 144                         type="object" />
 145
 146                     <field name="date" required="1"/>
 147                     <field name="user_id"/>
 148                     <field name="section_id" colspan="1" widget="selection" />
 149                     <button string="Convert to Opportunity"
 150                         name="%(phonecall2opportunity_act)d"
 151                         icon="gtk-index" type="action"
 152                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 153                     <label colspan="6"  string=""/>
 154                     <button string="Schedule Other Call"
 155                      icon="terp-call-start"
 156                     name="%(phonecall_to_phonecall_act)d"
 157                     type="action"  />
 158
 159                 </group>
 160                 <group col="3" colspan="2">
 161                     <separator colspan="3" string="Contacts" />
 162                     <field name="partner_id"
 163                         on_change="onchange_partner_id(partner_id, email_from)" />
 164                     <button string="Create a Partner"
 165                         icon="terp-partner"
 166                         name="%(action_crm_phonecall2partner)d"
 167                         type="action"
 168                         attrs="{'invisible':[('partner_id','!=',False)]}" />
 169                     <newline/>
 170                     <field name="partner_address_id"
 171                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 172                     <newline/>
 173                     <field name="partner_mobile" />
 174                 </group>
 175                 <group col="2" colspan="2">
 176                     <separator colspan="2" string="Categorization" />
 177                     <field name="categ_id" widget="selection"
 178                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 179                         string="Type" />
 180                     <field name="priority"/>
 181                     <field name="opportunity_id"/>
 182                 </group>
 183                 <separator string="Description" colspan="4" />
 184                 <field name="description" nolabel="1" colspan="4" />
 185                 <separator colspan="4" />
 186             </form>
 187         </field>
 188     </record>
 189
 190     <!--Inbound Phonecalls Tree View -->
 191
 192     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 193         <field name="name">CRM - Inbound Phone Calls Tree</field>
 194         <field name="model">crm.phonecall</field>
 195         <field name="type">tree</field>
 196         <field name="arch" type="xml">
 197             <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)">
 198                 <field name="date"/>
 199                 <field name="name"/>
 200                 <field name="partner_id"
 201                         on_change="onchange_partner_id(partner_id, email_from)"
 202                         string="Partner" />
 203                 <field name="partner_address_id"
 204                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 205                 <field name="partner_phone"/>
 206                 <field name="user_id"/>
 207                 <field name="categ_id" widget="selection"
 208                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 209                         string="Type" />
 210                 <field name="state" invisible="1"/>
 211                 <field name="create_date" invisible="1"/>
 212                 <button string="Schedule Other Call"
 213                     icon="terp-call-start"
 214                     name="%(phonecall_to_phonecall_act)d"
 215                     type="action"  />
 216                 <button string="Convert to Opportunity"
 217                     name="%(phonecall2opportunity_act)d"
 218                     states="draft,open,pending"
 219                     icon="gtk-index"
 220                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 221                 <button string="Meeting"
 222                     states="draft,open,pending" icon="gtk-redo"
 223                      name="action_make_meeting" type="object" />
 224             </tree>
 225         </field>
 226     </record>
 227
 228 <!-- Phonecalls Calendar View -->
 229
 230     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 231         <field name="name">CRM - Phone Calls Calendar</field>
 232         <field name="model">crm.phonecall</field>
 233         <field name="type">calendar</field>
 234         <field name="priority" eval="2"/>
 235         <field name="arch" type="xml">
 236             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 237                 <field name="name"/>
 238                 <field name="partner_id"/>
 239             </calendar>
 240         </field>
 241     </record>
 242
 243 <!-- Phonecalls Search View  -->
 244
 245     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 246         <field name="name">CRM - Phone Calls Search</field>
 247         <field name="model">crm.phonecall</field>
 248         <field name="type">search</field>
 249         <field name="arch" type="xml">
 250             <search string="Search Phonecalls">
 251                <filter icon="terp-check" string="Current"
 252                    name="current"
 253                    domain="[('state','in', ('draft','open','pending'))]"/>
 254                <filter icon="terp-go-today" string="Today"
 255                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 256                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 257                    name="today"
 258                    help="Todays's Phonecalls"
 259                />
 260                <filter icon="terp-go-week"
 261                    string="7 Days"
 262                    help="Phonecalls during last 7 days"
 263                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 264                />
 265
 266                <separator orientation="vertical"/>
 267                <field name="name"/>
 268                <field name="partner_id"/>
 269                <field name="user_id">
 270                    <filter icon="terp-personal-"
 271                        domain="[('user_id','=',False)]"
 272                        help="Unassigned Phonecalls" />
 273                </field>
 274                <field name="section_id"
 275                    select="1" widget="selection" string="Sales Team">
 276                    <filter icon="terp-personal+" groups="base.group_extended"
 277                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 278                        help="My Sales Team(s)" />
 279                </field>
 280                <newline/>
 281                <group expand="0" string="Group By..." colspan="4">
 282                    <filter string="Partner" icon="terp-partner" domain="[]"
 283                        context="{'group_by':'partner_id'}" />
 284                    <filter string="Responsible" icon="terp-personal"
 285                        domain="[]" context="{'group_by':'user_id'}" />
 286                    <separator orientation="vertical" />
 287                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 288                        domain="[]" context="{'group_by':'create_date'}" />
 289                    <filter string="Date" icon="terp-go-month" domain="[]"
 290                        context="{'group_by':'date'}" help="Date of Call" />
 291                </group>
 292            </search>
 293         </field>
 294     </record>
 295
 296     </data>
 297 </openerp>