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">{'object_id':'crm.phonecall'}</field>
  14     </record>
  15
  16     <menuitem action="crm_phonecall_categ_action"
  17         id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ" />
  18
  19 <!-- ResourceType Form View -->
  20
  21     <record id="crm_phonecall_resource_act" model="ir.actions.act_window">
  22             <field name="name">Phonecall Resource Type</field>
  23             <field name="res_model">crm.case.resource.type</field>
  24             <field name="view_type">form</field>
  25             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  26             <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
  27             <field name="context">{'object_id':'crm.phonecall'}</field>
  28         </record>
  29
  30     <menuitem action="crm_phonecall_resource_act"
  31         id="menu_crm_phonecall_resource_act"
  32         parent="crm.menu_crm_case_resource_type" />
  33
  34
  35 <!--  PhoneCalls Tree View -->
  36
  37     <record model="ir.ui.view" id="crm_case_phone_tree_view">
  38         <field name="name">CRM - Phone Calls Tree</field>
  39         <field name="model">crm.phonecall</field>
  40         <field name="type">tree</field>
  41         <field name="arch" type="xml">
  42
  43             <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)">
  44                 <field name="date" string="Date"/>
  45                 <field name="name" string="Call Summary"/>
  46                 <field name="partner_id" string="Partner"/>
  47                 <field name="partner_contact"/>
  48                 <field name="partner_phone"/>
  49                 <field name="user_id"/>
  50                 <button string="Opportunity"
  51                     name="%(phonecall2opportunity_act)d"
  52                     states="draft,open,pending"
  53                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  54                 <button string="Meeting"
  55                     states="draft,open,pending"
  56                      name="action_make_meeting" type="object" />
  57                 <field name="state"/>
  58                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  59                 <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
  60                 <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  61                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
  62             </tree>
  63         </field>
  64     </record>
  65
  66 <!-- Phonecalls Form View -->
  67
  68     <record model="ir.ui.view" id="crm_case_phone_form_view">
  69         <field name="name">CRM - Phone Call Form</field>
  70         <field name="model">crm.phonecall</field>
  71         <field name="type">form</field>
  72         <field name="arch" type="xml">
  73             <form string="Phone Call">
  74                 <group colspan="4" col="7">
  75                     <field name="name" string="Summary"/>
  76                     <field name="date" string="Planned Date"/>
  77                     <field name="user_id"/>
  78                     <button string="Schedule a Meeting"
  79                         name="action_make_meeting"
  80                         icon="gtk-redo"
  81                         type="object" />
  82
  83                     <field name="partner_phone"/>
  84                     <field name="duration"/>
  85                     <field name="section_id" colspan="1" widget="selection" />
  86                     <button string="Convert to Opportunity"
  87                         name="%(phonecall2opportunity_act)d"
  88                         icon="gtk-index" type="action"
  89                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  90                     <label colspan="6"  string=""/>
  91                     <button string="Schedule Other Call"
  92                      icon="gtk-redo"
  93                     name="%(phonecall_to_phonecall_act)d"
  94                     type="action"  />
  95
  96                 </group>
  97                 <group col="3" colspan="2">
  98                     <separator colspan="3" string="Contacts" />
  99                     <field name="partner_id"
 100                         on_change="onchange_partner_id(partner_id, email_from)" />
 101                     <button string="Create a Partner"
 102                         icon="terp-crm"
 103                         name="%(action_crm_phonecall2partner)d"
 104                         type="action"
 105                         attrs="{'invisible':[('partner_id','!=',False)]}" />
 106                     <newline/>
 107                     <field name="partner_address_id" string="Contact"
 108                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 109                     <newline/>
 110                     <field name="partner_mobile" />
 111                 </group>
 112                 <group col="2" colspan="2">
 113                     <separator colspan="2" string="Categorization" />
 114                     <field name="priority"/>
 115                     <field name="opportunity_id"/>
 116                 </group>
 117                 <separator string="Description" colspan="4" />
 118                 <field name="description" nolabel="1" colspan="4" />
 119                 <separator colspan="4" />
 120                 <group col="8" colspan="4">
 121                     <field name="state" select="1" />
 122                     <button name="case_cancel" string="Cancel"
 123                         states="draft,open,pending" type="object"
 124                         icon="gtk-cancel" />
 125                     <button name="case_open" string="Open"
 126                         states="draft,pending" type="object"
 127                         icon="gtk-go-forward" />
 128                     <button name="case_pending" string="Not Held"
 129                         states="open" type="object" icon="gtk-undo" />
 130                     <button name="case_close" string="Held"
 131                         states="open,draft,pending" type="object"
 132                         icon="gtk-jump-to" />
 133                     <button name="case_reset" string="Reset to Draft"
 134                         states="done,cancel" type="object"
 135                         icon="gtk-convert" />
 136                 </group>
 137             </form>
 138         </field>
 139     </record>
 140
 141         <!--Inbound Phonecalls Form View -->
 142
 143         <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
 144         <field name="name">CRM - Inbound Phone Call Form</field>
 145         <field name="model">crm.phonecall</field>
 146         <field name="type">form</field>
 147         <field name="arch" type="xml">
 148             <form string="Phone Call">
 149                 <group colspan="4" col="7">
 150                     <field name="name" string="Summary"/>
 151                     <field name="date" string="Planned Date"/>
 152                     <field name="user_id"/>
 153                     <button string="Schedule a Meeting"
 154                         name="action_make_meeting"
 155                         icon="gtk-redo"
 156                         type="object" />
 157
 158                     <field name="partner_phone"/>
 159                     <field name="duration"/>
 160                     <field name="section_id" colspan="1" widget="selection" />
 161                     <button string="Convert to Opportunity"
 162                         name="%(phonecall2opportunity_act)d"
 163                         icon="gtk-index" type="action"
 164                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 165                     <label colspan="6"  string=""/>
 166                     <button string="Schedule Other Call"
 167                      icon="gtk-redo"
 168                     name="%(phonecall_to_phonecall_act)d"
 169                     type="action"  />
 170
 171                 </group>
 172                 <group col="3" colspan="2">
 173                     <separator colspan="3" string="Contacts" />
 174                     <field name="partner_id"
 175                         on_change="onchange_partner_id(partner_id, email_from)" />
 176                     <button string="Create a Partner"
 177                         icon="terp-crm"
 178                         name="%(action_crm_phonecall2partner)d"
 179                         type="action"
 180                         attrs="{'invisible':[('partner_id','!=',False)]}" />
 181                     <newline/>
 182                     <field name="partner_address_id" string="Contact"
 183                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 184                     <newline/>
 185                     <field name="partner_phone" />
 186                     <newline/>
 187                     <field name="partner_mobile" />
 188                 </group>
 189                 <group col="2" colspan="2">
 190                     <separator colspan="2" string="Categorization" />
 191                     <field name="priority"/>
 192                     <field name="opportunity_id"/>
 193                 </group>
 194                 <separator string="Description" colspan="4" />
 195                 <field name="description" nolabel="1" colspan="4" />
 196                 <separator colspan="4" />
 197             </form>
 198         </field>
 199     </record>
 200
 201     <!--Inbound Phonecalls Tree View -->
 202
 203     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 204         <field name="name">CRM - Inbound Phone Calls Tree</field>
 205         <field name="model">crm.phonecall</field>
 206         <field name="type">tree</field>
 207         <field name="arch" type="xml">
 208             <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)">
 209                 <field name="date" string="Date"/>
 210                 <field name="name" string="Call Summary"/>
 211                 <field name="partner_id" string="Partner"/>
 212                 <field name="partner_contact"/>
 213                 <field name="partner_phone"/>
 214                 <field name="user_id"/>
 215                 <field name="state" invisible="1"/>
 216                 <button string="Opportunity"
 217                     name="%(phonecall2opportunity_act)d"
 218                     states="draft,open,pending"
 219                     icon="gtk-convert"
 220                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 221                 <button string="Meeting"
 222                     states="draft,open,pending" icon="gtk-redo"
 223                      name="action_make_meeting" type="object" />
 224             </tree>
 225         </field>
 226     </record>
 227
 228 <!-- Phonecalls Calendar View -->
 229
 230     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 231         <field name="name">CRM - Phone Calls Calendar</field>
 232         <field name="model">crm.phonecall</field>
 233         <field name="type">calendar</field>
 234         <field name="priority" eval="2"/>
 235         <field name="arch" type="xml">
 236             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 237                 <field name="name"/>
 238                 <field name="partner_id"/>
 239             </calendar>
 240         </field>
 241     </record>
 242
 243 <!-- Phonecalls Search View  -->
 244
 245     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 246         <field name="name">CRM - Phone Calls Search</field>
 247         <field name="model">crm.phonecall</field>
 248         <field name="type">search</field>
 249         <field name="arch" type="xml">
 250             <search string="Search Phonecalls">
 251                <filter icon="gtk-home" string="Today"
 252                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),\
 253                     ('date','&gt;=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
 254                    help="Todays's Phonecalls"
 255                />
 256                <filter icon="gtk-media-rewind"
 257                    string="7 Days"
 258                    help="Phonecalls during last 7 days"
 259                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')),\
 260                     ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 261                />
 262                <separator orientation="vertical"/>
 263                <field name="name" string="Call Summary"/>
 264                <field name="partner_id"/>
 265                <field name="user_id" widget="selection">
 266                    <filter icon="terp-partner"
 267                        domain="[('user_id','=',uid)]" help="My Phonecalls"
 268                        default="1" />
 269                    <filter icon="terp-partner"
 270                        domain="[('user_id','=',False)]"
 271                        help="Unassigned Phonecalls" />
 272                </field>
 273                <field name="section_id"
 274                    select="1" widget="selection" string="Sales Team">
 275                    <filter icon="terp-crm"
 276                        domain="[('section_id','=',context.get('section_id',False))]"
 277                        help="My section" />
 278                </field>
 279                <newline/>
 280                <group expand="0" string="Group By..." colspan="4">
 281                    <filter string="Partner" icon="terp-crm" domain="[]"
 282                        context="{'group_by':'partner_id'}" />
 283                    <filter string="Responsible" icon="terp-crm"
 284                        domain="[]" context="{'group_by':'user_id'}" />
 285                    <separator orientation="vertical" />
 286                    <filter string="Creation" icon="terp-project"
 287                        domain="[]" context="{'group_by':'create_date'}" />
 288                    <filter string="Date" icon="terp-project" domain="[]"
 289                        context="{'group_by':'date'}" />
 290                </group>
 291            </search>
 292         </field>
 293     </record>
 294
 295     </data>
 296 </openerp>