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" type="html">
  51           <p class="oe_view_nocontent_create">
  52             Click to add a new category.
  53           </p><p>
  54             Create specific phone call categories to better define the type of
  55             calls tracked in the system.
  56           </p>
  57         </field>
  58     </record>
  59
  60     <menuitem action="crm_phonecall_categ_action" name="Categories"
  61         id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
  62
  63 <!--  PhoneCalls Tree View -->
  64
  65     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  66         <field name="name">CRM - Phone Calls Tree</field>
  67         <field name="model">crm.phonecall</field>
  68         <field name="type">tree</field>
  69         <field name="arch" type="xml">
  70             <tree fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  71                 <field name="needaction_pending" invisible="1"/>
  72                 <field name="date"/>
  73                 <field name="name"/>
  74                 <field name="partner_id"/>
  75                 <field name="partner_phone"/>
  76                 <field name="user_id"/>
  77                 <field name="categ_id" invisible="1"/>
  78                 <field name="create_date" invisible="1"/>
  79                 <field name="opportunity_id" invisible="1"/>
  80                 <field name="needaction_pending" invisible="1"/>
  81                 <button string="Convert to Opportunity"
  82                     name="%(phonecall2opportunity_act)d"
  83                     states="open,pending"
  84                     icon="gtk-index"
  85                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  86                 <button string="Meeting"
  87                     states="open,pending" icon="gtk-redo"
  88                      name="action_make_meeting" type="object" />
  89                 <field name="state"/>
  90                 <button name="case_open" string="Confirm" type="object"
  91                         states="draft,pending" icon="gtk-go-forward"/>
  92                 <button name="case_close" string="Held" type="object"
  93                         states="open,pending" icon="gtk-jump-to"/>
  94                 <button name="case_cancel" string="Cancel" type="object"
  95                         states="draft,open,pending" icon="gtk-cancel"/>
  96                 <button name="case_reset" string="Reset to Todo" type="object"
  97                         states="cancel" icon="gtk-convert"/>
  98             </tree>
  99         </field>
 100     </record>
 101
 102 <!-- Phonecalls Form View -->
 103
 104     <record model="ir.ui.view" id="crm_case_phone_form_view">
 105         <field name="name">CRM - Phone Call Form</field>
 106         <field name="model">crm.phonecall</field>
 107         <field name="type">form</field>
 108         <field name="arch" type="xml">
 109             <form version="7.0">
 110             <header>
 111                 <button name="case_close" string="Held" type="object" class="oe_highlight"
 112                         states="open,pending"/>
 113                 <button name="case_reset" string="Reset to Todo" type="object"
 114                         states="cancel"/>
 115                 <button string="Convert to Opportunity"
 116                         name="%(phonecall2opportunity_act)d"
 117                         type="action"
 118                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'open')]}" />
 119                 <button string="Convert to Opportunity" class="oe_highlight"
 120                         name="%(phonecall2opportunity_act)d"
 121                         type="action"
 122                         attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state','!=', 'done')]}" />
 123                 <button string="Schedule Other Call"
 124                         name="%(phonecall_to_phonecall_act)d"
 125                         type="action"  />
 126                 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
 127                 <button name="case_cancel" string="Cancel" type="object"
 128                         states="draft,open,pending"/>
 129                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
 130             </header>
 131             <sheet string="Phone Call">
 132                   <div class="oe_title">
 133                       <div class="oe_edit_only">
 134                           <label for="name" string="Title"/>
 135                       </div>
 136                       <h1><field name="name" required="1"/></h1>
 137                       <div class="oe_edit_only">
 138                         <label for="partner_phone" string="Phone" />
 139                       </div>
 140                       <h2><field name="partner_phone"/></h2>
 141                   </div>
 142                  <group col="4">
 143                     <field name="date" />
 144                     <field name="user_id" />
 145                     <field name="duration" widget="float_time" />
 146                     <field name="section_id" colspan="1" widget="selection" />
 147                     <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 148                     <field name="categ_id" widget="selection"
 149                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 150                     <field name="partner_mobile" />
 151                     <field name="priority"/>
 152                     <field name="opportunity_id"/>
 153                 </group>
 154
 155                 <field name="description" placeholder="Description..." />
 156             </sheet>
 157             <div class="oe_chatter">
 158                 <field name="message_ids" widget="mail_thread"/>
 159             </div>
 160             </form>
 161         </field>
 162     </record>
 163
 164     <!--Logged Phonecalls Tree View -->
 165
 166     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 167         <field name="name">CRM - Logged Phone Calls Tree</field>
 168         <field name="model">crm.phonecall</field>
 169         <field name="type">tree</field>
 170         <field name="arch" type="xml">
 171             <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
 172                 <field name="date"/>
 173                 <field name="name"/>
 174                 <field name="partner_id"
 175                     on_change="onchange_partner_id(partner_id)"/>
 176                 <field name="partner_phone"
 177                     invisible="1"/>
 178                 <field name="user_id"/>
 179                 <field name="categ_id" widget="selection"
 180                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 181                     invisible="1"/>
 182                 <field name="state" invisible="1"/>
 183                 <field name="create_date" invisible="1"/>
 184                 <field name="opportunity_id" invisible="1"/>
 185                 <field name="needaction_pending" invisible="1"/>
 186                 <button string="Schedule Other Call"
 187                     icon="terp-call-start"
 188                     name="%(phonecall_to_phonecall_act)d"
 189                     type="action"  />
 190                 <button string="Meeting"
 191                      icon="gtk-redo"
 192                      name="action_make_meeting" type="object" />
 193                 <button string="Convert to Opportunity"
 194                     name="%(phonecall2opportunity_act)d"
 195                     states="open,pending"
 196                     icon="gtk-index"
 197                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 198             </tree>
 199         </field>
 200     </record>
 201
 202     <!-- Phonecalls Calendar View -->
 203
 204     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 205         <field name="name">CRM - Phone Calls Calendar</field>
 206         <field name="model">crm.phonecall</field>
 207         <field name="type">calendar</field>
 208         <field name="priority" eval="2"/>
 209         <field name="arch" type="xml">
 210             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 211                 <field name="name"/>
 212                 <field name="partner_id"/>
 213             </calendar>
 214         </field>
 215     </record>
 216
 217     <!-- Phonecalls Search View  -->
 218     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 219         <field name="name">CRM - Phone Calls Search</field>
 220         <field name="model">crm.phonecall</field>
 221         <field name="type">search</field>
 222         <field name="arch" type="xml">
 223             <search string="Search Phonecalls">
 224                <field name="name" string="Phonecalls"/>
 225                <field name="date"/>
 226                <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
 227                <separator/>
 228                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 229                <separator/>
 230                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 231                <separator/>
 232                <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 233                        help="Phone Calls that are assigned to me or to my team(s)" />
 234                <field name="partner_id"/>
 235                <field name="user_id"/>
 236                <field name="section_id" string="Sales Team"/>
 237                <group expand="0" string="Group By...">
 238                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
 239                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 240                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}" />
 241                    <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call" />
 242                </group>
 243            </search>
 244         </field>
 245     </record>
 246
 247     </data>
 248 </openerp>