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                 <button name="case_open" string="Confirm" type="object"
  54                         states="draft,pending" icon="gtk-go-forward"/>
  55                 <button name="case_close" string="Held" type="object"
  56                         states="open,pending" icon="gtk-jump-to"/>
  57                 <button name="case_cancel" string="Cancel" type="object"
  58                         states="draft,open,pending" icon="gtk-cancel"/>
  59                 <button name="case_reset" string="Reset to Todo" type="object"
  60                         states="cancel" icon="gtk-convert"/>
  61             </tree>
  62         </field>
  63     </record>
  64
  65     <!-- Phonecalls Form View -->
  66     <record model="ir.ui.view" id="crm_case_phone_form_view">
  67         <field name="name">CRM - Phone Call Form</field>
  68         <field name="model">crm.phonecall</field>
  69         <field name="arch" type="xml">
  70             <form string="Phone Call" version="7.0">
  71                 <header>
  72                     <button name="case_close" string="Call Done" type="object" class="oe_highlight"
  73                             states="open,pending"/>
  74                     <button name="case_reset" string="Reset to Todo" type="object"
  75                             states="cancel"/>
  76                     <button name="case_cancel" string="Cancel Call" type="object"
  77                             states="draft,open,pending"/>
  78                     <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
  79                 </header>
  80                 <sheet string="Phone Call">
  81                     <div class="oe_right">
  82                         <button string="Convert to Opportunity"
  83                             type="object"
  84                             name="action_button_convert2opportunity"
  85                             attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
  86                         <button string="Schedule Other Call"
  87                                 name="%(phonecall_to_phonecall_act)d"
  88                                 type="action"/>
  89                         <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
  90                     </div>
  91                     <div class="oe_title">
  92                         <div class="oe_edit_only">
  93                             <label for="name"/>
  94                         </div>
  95                         <h1><field name="name" required="1"/></h1>
  96                         <div class="oe_edit_only">
  97                             <label for="partner_phone" string="Phone"/>
  98                         </div>
  99                         <h2><field name="partner_phone"/></h2>
 100                     </div>
 101
 102                     <group col="4">
 103                         <field name="date"/>
 104                         <field name="user_id"/>
 105                         <field name="duration" widget="float_time"/>
 106                         <field name="section_id" colspan="1" widget="selection"
 107                                 groups="base.group_multi_salesteams"/>
 108                         <field name="partner_id" on_change="on_change_partner_id(partner_id)"/>
 109                         <field name="categ_id" widget="selection"
 110                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 111                         <field name="partner_mobile"/>
 112                         <field name="priority"/>
 113                         <field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)"/>
 114                     </group>
 115                     <field name="description" placeholder="Description..."/>
 116                 </sheet>
 117                 <div class="oe_chatter">
 118                     <field name="message_follower_ids" widget="mail_followers"/>
 119                     <field name="message_ids" widget="mail_thread"/>
 120                 </div>
 121             </form>
 122         </field>
 123     </record>
 124
 125     <!--Logged Phonecalls Tree View -->
 126     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 127         <field name="name">CRM - Logged Phone Calls Tree</field>
 128         <field name="model">crm.phonecall</field>
 129         <field name="arch" type="xml">
 130             <tree string="Phone Calls" editable="top">
 131                 <field name="date"/>
 132                 <field name="name"/>
 133                 <field name="partner_id"
 134                     on_change="onchange_partner_id(partner_id)"/>
 135                 <field name="partner_phone"
 136                     invisible="1"/>
 137                 <field name="user_id"/>
 138                 <field name="categ_id" widget="selection"
 139                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 140                     invisible="1"/>
 141                 <field name="state" invisible="1"/>
 142                 <field name="create_date" invisible="1"/>
 143                 <field name="opportunity_id" invisible="1" on_change="on_change_opportunity(opportunity_id)"/>
 144                 <button string="Schedule Other Call"
 145                     icon="terp-call-start"
 146                     name="%(phonecall_to_phonecall_act)d"
 147                     type="action"/>
 148                 <button string="Meeting"
 149                      icon="gtk-redo"
 150                      name="action_make_meeting" type="object"/>
 151                 <button string="Convert to Opportunity"
 152                     name="action_button_convert2opportunity"
 153                     states="open,pending"
 154                     icon="gtk-index"
 155                     type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 156             </tree>
 157         </field>
 158     </record>
 159
 160     <!-- Phonecalls Calendar View -->
 161     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 162         <field name="name">CRM - Phone Calls Calendar</field>
 163         <field name="model">crm.phonecall</field>
 164         <field name="priority" eval="2"/>
 165         <field name="arch" type="xml">
 166             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 167                 <field name="name"/>
 168                 <field name="partner_id"/>
 169             </calendar>
 170         </field>
 171     </record>
 172
 173     <!-- Phonecalls Search View  -->
 174     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 175         <field name="name">CRM - Phone Calls Search</field>
 176         <field name="model">crm.phonecall</field>
 177         <field name="arch" type="xml">
 178             <search string="Search Phonecalls">
 179                <field name="name" string="Phonecalls"/>
 180                <field name="date"/>
 181                <separator/>
 182                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 183                <separator/>
 184                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 185                <separator/>
 186                <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('user_id', '=', uid)]"
 187                        help="Phone Calls Assigned to the current user or with a team having the current user as team leader"/>
 188                <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 189                <field name="user_id"/>
 190                <field name="section_id" string="Sales Team"
 191                         groups="base.group_multi_salesteams"/>
 192                <group expand="0" string="Group By...">
 193                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
 194                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 195                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 196                    <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call"/>
 197                </group>
 198            </search>
 199         </field>
 200     </record>
 201
 202     </data>
 203 </openerp>