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">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_check_and_set_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">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_check_and_set_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">Create specific phone call categories to better define the type of calls tracked in the system.</field>
  51     </record>
  52
  53     <menuitem action="crm_phonecall_categ_action" name="Categories"
  54         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
  55
  56 <!--  PhoneCalls Tree View -->
  57
  58     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  59         <field name="name">CRM - Phone Calls Tree</field>
  60         <field name="model">crm.phonecall</field>
  61         <field name="type">tree</field>
  62         <field name="arch" type="xml">
  63             <tree fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  64                 <field name="needaction_pending" invisible="1"/>
  65                 <field name="date"/>
  66                 <field name="name"/>
  67                 <field name="partner_id"/>
  68                 <field name="partner_phone"/>
  69                 <field name="user_id"/>
  70                 <field name="categ_id" invisible="1"/>
  71                 <field name="create_date" invisible="1"/>
  72                 <field name="opportunity_id" invisible="1"/>
  73                 <field name="needaction_pending" invisible="1"/>
  74                 <button string="Convert to Opportunity"
  75                     name="%(phonecall2opportunity_act)d"
  76                     states="open,pending"
  77                     icon="gtk-index"
  78                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  79                 <button string="Meeting"
  80                     states="open,pending" icon="gtk-redo"
  81                      name="action_make_meeting" type="object" />
  82                 <field name="state"/>
  83                 <button name="case_open" string="Confirm" type="object"
  84                         states="draft,pending" icon="gtk-go-forward"/>
  85                 <button name="case_close" string="Held" type="object"
  86                         states="open,pending" icon="gtk-jump-to"/>
  87                 <button name="case_cancel" string="Cancel" type="object"
  88                         states="draft,open,pending" icon="gtk-cancel"/>
  89                 <button name="case_reset" string="Reset to Todo" type="object"
  90                         states="cancel" icon="gtk-convert"/>
  91             </tree>
  92         </field>
  93     </record>
  94
  95 <!-- Phonecalls Form View -->
  96
  97     <record model="ir.ui.view" id="crm_case_phone_form_view">
  98         <field name="name">CRM - Phone Call Form</field>
  99         <field name="model">crm.phonecall</field>
 100         <field name="type">form</field>
 101         <field name="arch" type="xml">
 102             <form version="7.0">
 103             <header>
 104                 <button name="case_close" string="Held" type="object" class="oe_highlight"
 105                         states="open,pending"/>
 106                 <button name="case_reset" string="Reset to Todo" type="object"
 107                         states="cancel"/>
 108                 <button string="Convert to Opportunity"
 109                         name="%(phonecall2opportunity_act)d"
 110                         type="action"
 111                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'open')]}" />
 112                 <button string="Convert to Opportunity" class="oe_highlight"
 113                         name="%(phonecall2opportunity_act)d"
 114                         type="action"
 115                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'done')]}" />
 116                 <button string="Schedule Other Call"
 117                         name="%(phonecall_to_phonecall_act)d"
 118                         type="action"  />
 119                 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
 120                 <button name="case_cancel" string="Cancel" type="object"
 121                         states="draft,open,pending"/>
 122                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
 123             </header>
 124             <sheet string="Phone Call">
 125                   <div class="oe_title">
 126                       <div class="oe_edit_only">
 127                           <label for="name" string="Title"/>
 128                       </div>
 129                       <h1><field name="name" required="1"/></h1>
 130                       <div class="oe_edit_only">
 131                         <label for="partner_phone" string="Phone" />
 132                       </div>
 133                       <h2><field name="partner_phone"/></h2>
 134                   </div>
 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="categ_id" widget="selection"
 142                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 143                     <field name="partner_mobile" />
 144                     <field name="priority"/>
 145                     <field name="opportunity_id"/>
 146                 </group>
 147
 148                 <field name="description" placeholder="Description..." />
 149             </sheet>
 150             <div class="oe_chatter">
 151                 <field name="message_ids" widget="mail_thread"/>
 152             </div>
 153             </form>
 154         </field>
 155     </record>
 156
 157     <!--Logged Phonecalls Tree View -->
 158
 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="type">tree</field>
 163         <field name="arch" type="xml">
 164             <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
 165                 <field name="date"/>
 166                 <field name="name"/>
 167                 <field name="partner_id"
 168                     on_change="onchange_partner_id(partner_id)"
 169                     string="Partner" />
 170                 <field name="partner_phone"
 171                     invisible="1"/>
 172                 <field name="user_id"/>
 173                 <field name="categ_id" widget="selection"
 174                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 175                     invisible="1"/>
 176                 <field name="state" invisible="1"/>
 177                 <field name="create_date" invisible="1"/>
 178                 <field name="opportunity_id" invisible="1"/>
 179                 <field name="needaction_pending" invisible="1"/>
 180                 <button string="Schedule Other Call"
 181                     icon="terp-call-start"
 182                     name="%(phonecall_to_phonecall_act)d"
 183                     type="action"  />
 184                 <button string="Meeting"
 185                      icon="gtk-redo"
 186                      name="action_make_meeting" type="object" />
 187                 <button string="Convert to Opportunity"
 188                     name="%(phonecall2opportunity_act)d"
 189                     states="open,pending"
 190                     icon="gtk-index"
 191                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 192             </tree>
 193         </field>
 194     </record>
 195
 196     <!-- Phonecalls Calendar View -->
 197
 198     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 199         <field name="name">CRM - Phone Calls Calendar</field>
 200         <field name="model">crm.phonecall</field>
 201         <field name="type">calendar</field>
 202         <field name="priority" eval="2"/>
 203         <field name="arch" type="xml">
 204             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 205                 <field name="name"/>
 206                 <field name="partner_id"/>
 207             </calendar>
 208         </field>
 209     </record>
 210
 211     <!-- Phonecalls Search View  -->
 212     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 213         <field name="name">CRM - Phone Calls Search</field>
 214         <field name="model">crm.phonecall</field>
 215         <field name="type">search</field>
 216         <field name="arch" type="xml">
 217             <search string="Search Phonecalls">
 218                <filter icon="terp-mail-message-new"
 219                    string="Inbox" help="Unread messages"
 220                    name="needaction_pending"
 221                    domain="[('needaction_pending','=',True)]"/>
 222                <separator orientation="vertical"/>
 223                <field name="name" string="Phonecalls"/>
 224                <separator orientation="vertical"/>
 225                <field name="date"/>
 226                <separator orientation="vertical"/>
 227                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 228                <filter string="Unassigned Phonecalls"
 229                        icon="terp-personal-"
 230                        domain="[('user_id','=',False)]"
 231                        help="Unassigned Phonecalls"/>
 232                <filter string="Phone Calls Assigned to Me or My Team(s)"
 233                         icon="terp-personal+"
 234                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 235                        help="Phone Calls that are assigned to me or to my team(s)" />
 236                <separator orientation="vertical"/>
 237                <field name="partner_id"/>
 238                <field name="user_id"/>
 239                <field name="section_id"
 240                    widget="selection" string="Sales Team"/>
 241                <newline/>
 242                <group expand="0" string="Group By...">
 243                    <filter string="Partner" icon="terp-partner" domain="[]"
 244                        context="{'group_by':'partner_id'}" />
 245                    <filter string="Responsible" icon="terp-personal"
 246                        domain="[]" context="{'group_by':'user_id'}" />
 247                    <separator orientation="vertical" />
 248                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 249                        domain="[]" context="{'group_by':'create_date'}" />
 250                    <filter string="Date" icon="terp-go-month" domain="[]"
 251                        context="{'group_by':'date'}" help="Date of Call" />
 252                </group>
 253            </search>
 254         </field>
 255     </record>
 256
 257     </data>
 258 </openerp>