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"/>
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"/>
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">
72 <field name="state" nolabel="1" widget="statusbar" clickable="True"/>
74 <sheet string="Phone Call">
75 <div class="oe_right">
76 <button string="Convert to Opportunity"
78 name="action_button_convert2opportunity"
79 attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
80 <button string="Schedule Other Call"
81 name="%(phonecall_to_phonecall_act)d"
83 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
85 <div class="oe_title">
86 <div class="oe_edit_only">
89 <h1><field name="name" required="1"/></h1>
90 <div class="oe_edit_only">
91 <label for="partner_phone" string="Phone"/>
93 <h2><field name="partner_phone"/></h2>
98 <field name="user_id"/>
99 <field name="duration" widget="float_time"/>
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"/>
107 <field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)"/>
109 <field name="description" placeholder="Description..."/>
111 <div class="oe_chatter">
112 <field name="message_follower_ids" widget="mail_followers"/>
113 <field name="message_ids" widget="mail_thread"/>
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">
127 <field name="partner_id"
128 on_change="onchange_partner_id(partner_id)"/>
129 <field name="partner_phone"
131 <field name="user_id"/>
132 <field name="categ_id" widget="selection"
133 domain="[('object_id.model', '=', 'crm.phonecall')]"
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"
142 <button string="Meeting"
144 name="action_make_meeting" type="object"/>
145 <button string="Convert to Opportunity"
146 name="action_button_convert2opportunity"
147 states="open,pending"
149 type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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">
162 <field name="partner_id"/>
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"/>
176 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
178 <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
180 <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('user_id', '=', uid)]"
181 help="Phone Calls Assigned to the current user or with a team having the current user as team leader"/>
182 <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
183 <field name="user_id"/>
184 <field name="section_id" string="Sales Team"
185 groups="base.group_multi_salesteams"/>
186 <group expand="0" string="Group By...">
187 <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
188 <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
189 <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
190 <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call"/>