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" eval="{'object_id': ref('model_crm_phonecall')}"/>
  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" groups="base.group_no_one"/>
  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 fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  28                 <field name="needaction_pending" invisible="1"/>
  29                 <field name="date"/>
  30                 <field name="name"/>
  31                 <field name="partner_id"/>
  32                 <field name="partner_phone"/>
  33                 <field name="user_id"/>
  34                 <field name="categ_id" invisible="1"/>
  35                 <field name="create_date" invisible="1"/>
  36                 <field name="opportunity_id" invisible="1"/>
  37                 <button string="Convert to Opportunity"
  38                     name="%(phonecall2opportunity_act)d"
  39                     states="open,pending"
  40                     icon="gtk-index"
  41                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  42                 <button string="Meeting"
  43                     states="open,pending" icon="gtk-redo"
  44                      name="action_make_meeting" type="object" />
  45                 <field name="state"/>
  46                 <button name="case_cancel" string="Cancel" states="open,pending" type="object" icon="gtk-cancel"/>
  47                 <button name="case_open" string="Todo" states="pending" type="object" icon="gtk-go-forward"/>
  48                 <button name="case_close" string="Held" states="open,pending" type="object" icon="gtk-jump-to"/>
  49                 <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  50             </tree>
  51         </field>
  52     </record>
  53
  54 <!-- Phonecalls Form View -->
  55
  56     <record model="ir.ui.view" id="crm_case_phone_form_view">
  57         <field name="name">CRM - Phone Call Form</field>
  58         <field name="model">crm.phonecall</field>
  59         <field name="type">form</field>
  60         <field name="arch" type="xml">
  61             <form layout="manual">
  62             <sheet string="Phone Call" layout="auto">
  63                  <group colspan="6" col="7">
  64                     <field name="name" required="1"/>
  65                     <field name="partner_phone"/>
  66                     <field name="duration" widget="float_time"/>
  67                     <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  68
  69                     <field name="date"/>
  70                     <field name="user_id"/>
  71                     <field name="section_id" colspan="1" widget="selection" />
  72                     <button string="Schedule Other Call"
  73                      icon="terp-call-start"
  74                     name="%(phonecall_to_phonecall_act)d"
  75                     type="action"  />
  76                     <label colspan="6"  string=""/>
  77                     <button string="Convert to Opportunity"
  78                         name="%(phonecall2opportunity_act)d"
  79                         icon="gtk-index" type="action"
  80                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  81
  82                 </group>
  83
  84                 <group col="3" colspan="2">
  85                     <separator colspan="3" string="Contacts" />
  86                     <field name="partner_id"
  87                         on_change="onchange_partner_id(partner_id)" />
  88                     <button string="Create a Partner"
  89                         icon="terp-partner"
  90                         name="%(action_crm_phonecall2partner)d"
  91                         type="action"
  92                         attrs="{'invisible':[('partner_id','!=',False)]}"
  93                         groups="base.group_partner_manager"/>
  94                     <newline/>
  95                     <newline/>
  96                     <field name="partner_mobile" />
  97                 </group>
  98                 <group col="2" colspan="2">
  99                     <separator colspan="2" string="Categorization" />
 100                     <field name="categ_id" widget="selection"
 101                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 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" widget="statusbar" statusbar_visible="open,done" statusbar_colors='{"pending":"red"}' select="1"/>
 110                     <button name="case_cancel" string="Cancel"
 111                         states="open,pending" type="object"
 112                         icon="gtk-cancel" />
 113                     <button name="case_open" string="Todo"
 114                         states="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,pending" type="object"
 120                         icon="gtk-jump-to" />
 121                     <button name="case_reset" string="Reset to Todo"
 122                         states="cancel" type="object"
 123                         icon="gtk-convert" />
 124                 </group>
 125             </sheet>
 126             <div class="oe_form_sheet_width">
 127                 <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 128             </div>
 129             </form>
 130         </field>
 131     </record>
 132
 133     <!--Logged Phonecalls Tree View -->
 134
 135     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 136         <field name="name">CRM - Logged Phone Calls Tree</field>
 137         <field name="model">crm.phonecall</field>
 138         <field name="type">tree</field>
 139         <field name="arch" type="xml">
 140             <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
 141                 <field name="needaction_pending" invisible="1"/>
 142                 <field name="date"/>
 143                 <field name="name"/>
 144                 <field name="partner_id"
 145                     on_change="onchange_partner_id(partner_id)"
 146                     string="Partner" />
 147                 <field name="partner_phone"
 148                     invisible="1"/>
 149                 <field name="user_id"/>
 150                 <field name="categ_id" widget="selection"
 151                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 152                     invisible="1"/>
 153                 <field name="state" invisible="1"/>
 154                 <field name="create_date" invisible="1"/>
 155                 <field name="opportunity_id" invisible="1"/>
 156                 <button string="Schedule Other Call"
 157                     icon="terp-call-start"
 158                     name="%(phonecall_to_phonecall_act)d"
 159                     type="action"  />
 160                 <button string="Meeting"
 161                      icon="gtk-redo"
 162                      name="action_make_meeting" type="object" />
 163                 <button string="Convert to Opportunity"
 164                     name="%(phonecall2opportunity_act)d"
 165                     states="open,pending"
 166                     icon="gtk-index"
 167                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 168             </tree>
 169         </field>
 170     </record>
 171
 172 <!-- Phonecalls Calendar View -->
 173
 174     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 175         <field name="name">CRM - Phone Calls Calendar</field>
 176         <field name="model">crm.phonecall</field>
 177         <field name="type">calendar</field>
 178         <field name="priority" eval="2"/>
 179         <field name="arch" type="xml">
 180             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 181                 <field name="name"/>
 182                 <field name="partner_id"/>
 183             </calendar>
 184         </field>
 185     </record>
 186
 187 <!-- Phonecalls Search View  -->
 188
 189     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 190         <field name="name">CRM - Phone Calls Search</field>
 191         <field name="model">crm.phonecall</field>
 192         <field name="type">search</field>
 193         <field name="arch" type="xml">
 194             <search string="Search Phonecalls">
 195                <filter icon="terp-go-today" string="Today"
 196                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 197                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 198                    name="today"
 199                    help="Todays's Phonecalls"
 200                />
 201                <filter icon="terp-go-week"
 202                    string="7 Days"
 203                    help="Phonecalls during last 7 days"
 204                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 205                />
 206
 207                <separator orientation="vertical"/>
 208                <field name="name"/>
 209                <field name="partner_id"/>
 210                <field name="user_id">
 211                    <filter icon="terp-personal-"
 212                        domain="[('user_id','=',False)]"
 213                        help="Unassigned Phonecalls" />
 214                </field>
 215                <field name="section_id"
 216                    widget="selection" string="Sales Team">
 217                    <filter icon="terp-personal+"
 218                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 219                        help="My Sales Team(s)" />
 220                </field>
 221                <newline/>
 222                <group expand="0" string="Group By...">
 223                    <filter string="Partner" icon="terp-partner" domain="[]"
 224                        context="{'group_by':'partner_id'}" />
 225                    <filter string="Responsible" icon="terp-personal"
 226                        domain="[]" context="{'group_by':'user_id'}" />
 227                    <separator orientation="vertical" />
 228                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 229                        domain="[]" context="{'group_by':'create_date'}" />
 230                    <filter string="Date" icon="terp-go-month" domain="[]"
 231                        context="{'group_by':'date'}" help="Date of Call" />
 232                </group>
 233            </search>
 234         </field>
 235     </record>
 236     <!-- Scheduled a phonecall search view-->
 237     <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
 238         <field name="name">CRM - Scheduled Calls Search</field>
 239         <field name="model">crm.phonecall</field>
 240         <field name="type">search</field>
 241         <field name="arch" type="xml">
 242             <search string="Scheduled Phonecalls">
 243                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 244                <separator orientation="vertical"/>
 245                <filter icon="terp-go-today" string="Today"
 246                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 247                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 248                    name="today"
 249                    help="Todays's Phonecalls"
 250                />
 251                <filter icon="terp-go-week"
 252                    string="7 Days"
 253                    help="Phonecalls during last 7 days"
 254                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 255                />
 256
 257                <separator orientation="vertical"/>
 258                <field name="name"/>
 259                <field name="partner_id"/>
 260                <field name="user_id">
 261                    <filter icon="terp-personal-"
 262                        domain="[('user_id','=',False)]"
 263                        help="Unassigned Phonecalls" />
 264                </field>
 265                <field name="section_id"
 266                    widget="selection" string="Sales Team">
 267                    <filter icon="terp-personal+"
 268                        domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 269                        help="My Sales Team(s)" />
 270                </field>
 271                <newline/>
 272                <group expand="0" string="Group By...">
 273                    <filter string="Partner" icon="terp-partner" domain="[]"
 274                        context="{'group_by':'partner_id'}" />
 275                    <filter string="Responsible" icon="terp-personal"
 276                        domain="[]" context="{'group_by':'user_id'}" />
 277                    <separator orientation="vertical" />
 278                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 279                        domain="[]" context="{'group_by':'create_date'}" />
 280                    <filter string="Date" icon="terp-go-month" domain="[]"
 281                        context="{'group_by':'date'}" help="Date of Call" />
 282                </group>
 283            </search>
 284         </field>
 285     </record>
 286
 287     </data>
 288 </openerp>