addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <!-- Read/Unread actions -->
   6     <record id="actions_server_crm_phonecall_unread" model="ir.actions.server">
   7         <field name="name">CRM Phonecall: Mark unread</field>
   8         <field name="condition">True</field>
   9         <field name="type">ir.actions.server</field>
  10         <field name="model_id" ref="model_crm_phonecall"/>
  11         <field name="state">code</field>
  12         <field name="code">self.message_mark_as_unread(cr, uid, context.get('active_ids'), context=context)</field>
  13     </record>
  14     <record id="action_crm_phonecall_unread" model="ir.values">
  15         <field name="name">action_crm_phonecall_unread</field>
  16         <field name="action_id" ref="actions_server_crm_phonecall_unread"/>
  17         <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_unread'))"/>
  18         <field name="key">action</field>
  19         <field name="model_id" ref="model_crm_phonecall"/>
  20         <field name="model">crm.phonecall</field>
  21         <field name="key2">client_action_multi</field>
  22     </record>
  23
  24     <record id="actions_server_crm_phonecall_read" model="ir.actions.server">
  25         <field name="name">CRM Phonecall: Mark read</field>
  26         <field name="condition">True</field>
  27         <field name="type">ir.actions.server</field>
  28         <field name="model_id" ref="model_crm_phonecall"/>
  29         <field name="state">code</field>
  30         <field name="code">self.message_mark_as_read(cr, uid, context.get('active_ids'), context=context)</field>
  31     </record>
  32     <record id="action_crm_phonecall_read" model="ir.values">
  33         <field name="name">action_crm_phonecall_read</field>
  34         <field name="action_id" ref="actions_server_crm_phonecall_read"/>
  35         <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_read'))"/>
  36         <field name="key">action</field>
  37         <field name="model_id" ref="model_crm_phonecall"/>
  38         <field name="model">crm.phonecall</field>
  39         <field name="key2">client_action_multi</field>
  40     </record>
  41
  42     <!--  Phonecall Categories Form View  -->
  43     <record id="crm_phonecall_categ_action" model="ir.actions.act_window">
  44         <field name="name">Phonecall Categories</field>
  45         <field name="res_model">crm.case.categ</field>
  46         <field name="view_type">form</field>
  47         <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  48         <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
  49         <field name="context" eval="{'object_id': ref('model_crm_phonecall')}"/>
  50         <field name="help" type="html">
  51           <p class="oe_view_nocontent_create">
  52             Click to add a new category.
  53           </p><p>
  54             Create specific phone call categories to better define the type of
  55             calls tracked in the system.
  56           </p>
  57         </field>
  58     </record>
  59
  60     <menuitem action="crm_phonecall_categ_action" name="Categories"
  61         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
  62
  63     <!--  Phonecalls Tree View -->
  64     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  65         <field name="name">CRM - Phone Calls Tree</field>
  66         <field name="model">crm.phonecall</field>
  67         <field name="arch" type="xml">
  68             <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  69                 <field name="date"/>
  70                 <field name="name"/>
  71                 <field name="partner_id"/>
  72                 <button string="Meeting"
  73                     states="open,pending" icon="gtk-redo"
  74                      name="action_make_meeting" type="object"/>
  75                 <button string="Convert to Opportunity"
  76                     name="action_button_convert2opportunity"
  77                     states="open,pending"
  78                     icon="gtk-index"
  79                     type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
  80                 <field name="partner_phone"/>
  81                 <field name="user_id"/>
  82                 <field name="categ_id" invisible="1"/>
  83                 <field name="create_date" invisible="1"/>
  84                 <field name="opportunity_id" invisible="1"/>
  85                 <field name="state"/>
  86                 <button name="case_open" string="Confirm" type="object"
  87                         states="draft,pending" icon="gtk-go-forward"/>
  88                 <button name="case_close" string="Held" type="object"
  89                         states="open,pending" icon="gtk-jump-to"/>
  90                 <button name="case_cancel" string="Cancel" type="object"
  91                         states="draft,open,pending" icon="gtk-cancel"/>
  92                 <button name="case_reset" string="Reset to Todo" type="object"
  93                         states="cancel" icon="gtk-convert"/>
  94             </tree>
  95         </field>
  96     </record>
  97
  98     <!-- Phonecalls Form View -->
  99     <record model="ir.ui.view" id="crm_case_phone_form_view">
 100         <field name="name">CRM - Phone Call Form</field>
 101         <field name="model">crm.phonecall</field>
 102         <field name="arch" type="xml">
 103             <form string="Phone Call" version="7.0">
 104                 <header>
 105                     <button name="case_close" string="Call Done" type="object" class="oe_highlight"
 106                             states="open,pending"/>
 107                     <button name="case_reset" string="Reset to Todo" type="object"
 108                             states="cancel"/>
 109                     <button name="case_cancel" string="Cancel" type="object"
 110                             states="draft,open,pending"/>
 111                     <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
 112                 </header>
 113                 <sheet string="Phone Call">
 114                     <div class="oe_right">
 115                         <button string="Convert to Opportunity"
 116                             name="action_button_convert2opportunity"
 117                             type="action"
 118                             attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
 119                         <button string="Schedule Other Call"
 120                                 name="%(phonecall_to_phonecall_act)d"
 121                                 type="action"/>
 122                         <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
 123                     </div>
 124                     <div class="oe_title">
 125                         <div class="oe_edit_only">
 126                             <label for="name"/>
 127                         </div>
 128                         <h1><field name="name" required="1"/></h1>
 129                         <div class="oe_edit_only">
 130                             <label for="partner_phone" string="Phone"/>
 131                         </div>
 132                         <h2><field name="partner_phone"/></h2>
 133                     </div>
 134
 135                     <group col="4">
 136                         <field name="date"/>
 137                         <field name="user_id"/>
 138                         <field name="duration" widget="float_time"/>
 139                         <field name="section_id" colspan="1" widget="selection"/>
 140                         <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 141                         <field name="email_from" invisible="1"/> <!--not needed because of the chatter, thus invisible, but must be in the view as it's returned by onchange_partner_id()-->
 142                         <field name="categ_id" widget="selection"
 143                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 144                         <field name="partner_mobile"/>
 145                         <field name="priority"/>
 146                         <field name="opportunity_id"/>
 147                     </group>
 148                     <field name="description" placeholder="Description..."/>
 149                 </sheet>
 150                 <div class="oe_chatter">
 151                     <field name="message_follower_ids" widget="mail_followers"/>
 152                     <field name="message_ids" widget="mail_thread"/>
 153                 </div>
 154             </form>
 155         </field>
 156     </record>
 157
 158     <!--Logged Phonecalls Tree View -->
 159     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 160         <field name="name">CRM - Logged Phone Calls Tree</field>
 161         <field name="model">crm.phonecall</field>
 162         <field name="arch" type="xml">
 163             <tree string="Phone Calls" editable="top">
 164                 <field name="date"/>
 165                 <field name="name"/>
 166                 <field name="partner_id"
 167                     on_change="onchange_partner_id(partner_id)"/>
 168                 <field name="partner_phone"
 169                     invisible="1"/>
 170                 <field name="user_id"/>
 171                 <field name="categ_id" widget="selection"
 172                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 173                     invisible="1"/>
 174                 <field name="state" invisible="1"/>
 175                 <field name="create_date" invisible="1"/>
 176                 <field name="opportunity_id" invisible="1"/>
 177                 <button string="Schedule Other Call"
 178                     icon="terp-call-start"
 179                     name="%(phonecall_to_phonecall_act)d"
 180                     type="action"/>
 181                 <button string="Meeting"
 182                      icon="gtk-redo"
 183                      name="action_make_meeting" type="object"/>
 184                 <button string="Convert to Opportunity"
 185                     name="action_button_convert2opportunity"
 186                     states="open,pending"
 187                     icon="gtk-index"
 188                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 189             </tree>
 190         </field>
 191     </record>
 192
 193     <!-- Phonecalls Calendar View -->
 194     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 195         <field name="name">CRM - Phone Calls Calendar</field>
 196         <field name="model">crm.phonecall</field>
 197         <field name="priority" eval="2"/>
 198         <field name="arch" type="xml">
 199             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 200                 <field name="name"/>
 201                 <field name="partner_id"/>
 202             </calendar>
 203         </field>
 204     </record>
 205
 206     <!-- Phonecalls Search View  -->
 207     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 208         <field name="name">CRM - Phone Calls Search</field>
 209         <field name="model">crm.phonecall</field>
 210         <field name="arch" type="xml">
 211             <search string="Search Phonecalls">
 212                <field name="name" string="Phonecalls"/>
 213                <field name="date"/>
 214                <separator/>
 215                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 216                <separator/>
 217                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 218                <separator/>
 219                <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 220                        help="Phone Calls that are assigned to me or to my team(s)"/>
 221                <field name="partner_id"/>
 222                <field name="user_id"/>
 223                <field name="section_id" string="Sales Team"/>
 224                <group expand="0" string="Group By...">
 225                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
 226                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 227                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 228                    <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call"/>
 229                </group>
 230            </search>
 231         </field>
 232     </record>
 233
 234     </data>
 235 </openerp>