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