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_open" string="Confirm" type="object"
  47                         states="draft,pending" icon="gtk-go-forward"/>
  48                 <button name="case_close" string="Held" type="object"
  49                         states="open,pending" icon="gtk-jump-to"/>
  50                 <button name="case_cancel" string="Cancel" type="object"
  51                         states="draft,open,pending" icon="gtk-cancel"/>
  52                 <button name="case_reset" string="Reset to Todo" type="object"
  53                         states="cancel" icon="gtk-convert"/>
  54             </tree>
  55         </field>
  56     </record>
  57
  58 <!-- Phonecalls Form View -->
  59
  60     <record model="ir.ui.view" id="crm_case_phone_form_view">
  61         <field name="name">CRM - Phone Call Form</field>
  62         <field name="model">crm.phonecall</field>
  63         <field name="type">form</field>
  64         <field name="arch" type="xml">
  65             <form version="7.0">
  66             <header>
  67                 <button name="case_open" string="Confirm" type="object"
  68                         states="draft,pending"/>
  69                 <button name="case_close" string="Held" type="object"
  70                         states="open,pending"/>
  71                 <button name="case_reset" string="Reset to Todo" type="object"
  72                         states="cancel"/>
  73                 <button name="case_cancel" string="Cancel" type="object"
  74                         states="draft,open,pending"/>
  75                 <button string="Convert to Opportunity"
  76                     name="%(phonecall2opportunity_act)d"
  77                     type="action"
  78                     attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  79                 <button string="Schedule Other Call"
  80                     name="%(phonecall_to_phonecall_act)d"
  81                     type="action"  />
  82                 <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
  83                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="draft,open,done"/>
  84             </header>
  85             <sheet string="Phone Call">
  86                   <div class="oe_title">
  87                       <div class="oe_edit_only">
  88                           <label for="name" string="Title"/>
  89                       </div>
  90                       <h1><field name="name" required="1"/></h1>
  91                       <div class="oe_edit_only">
  92                         <label for="partner_phone" string="Phone" />
  93                       </div>
  94                       <h2><field name="partner_phone"/></h2>
  95                   </div>
  96                  <group col="4">
  97                     <field name="date" />
  98                     <field name="user_id" />
  99                     <field name="duration" widget="float_time" />
 100                     <field name="section_id" colspan="1" widget="selection" />
 101                     <field name="partner_id" on_change="onchange_partner_id(partner_id)" />
 102                     <field name="categ_id" widget="selection"
 103                         domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 104                     <field name="partner_mobile" />
 105                     <field name="priority"/>
 106                     <field name="opportunity_id"/>
 107                 </group>
 108
 109                 <field name="description" placeholder="Description..." />
 110             </sheet>
 111             <footer>
 112                 <field name="message_ids" widget="ThreadView"/>
 113             </footer>
 114             </form>
 115         </field>
 116     </record>
 117
 118     <!--Logged Phonecalls Tree View -->
 119
 120     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 121         <field name="name">CRM - Logged Phone Calls Tree</field>
 122         <field name="model">crm.phonecall</field>
 123         <field name="type">tree</field>
 124         <field name="arch" type="xml">
 125             <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
 126                 <field name="needaction_pending" invisible="1"/>
 127                 <field name="date"/>
 128                 <field name="name"/>
 129                 <field name="partner_id"
 130                     on_change="onchange_partner_id(partner_id)"
 131                     string="Partner" />
 132                 <field name="partner_phone"
 133                     invisible="1"/>
 134                 <field name="user_id"/>
 135                 <field name="categ_id" widget="selection"
 136                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 137                     invisible="1"/>
 138                 <field name="state" invisible="1"/>
 139                 <field name="create_date" invisible="1"/>
 140                 <field name="opportunity_id" invisible="1"/>
 141                 <button string="Schedule Other Call"
 142                     icon="terp-call-start"
 143                     name="%(phonecall_to_phonecall_act)d"
 144                     type="action"  />
 145                 <button string="Meeting"
 146                      icon="gtk-redo"
 147                      name="action_make_meeting" type="object" />
 148                 <button string="Convert to Opportunity"
 149                     name="%(phonecall2opportunity_act)d"
 150                     states="open,pending"
 151                     icon="gtk-index"
 152                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 153             </tree>
 154         </field>
 155     </record>
 156
 157     <!-- Phonecalls Calendar View -->
 158
 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="type">calendar</field>
 163         <field name="priority" eval="2"/>
 164         <field name="arch" type="xml">
 165             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 166                 <field name="name"/>
 167                 <field name="partner_id"/>
 168             </calendar>
 169         </field>
 170     </record>
 171
 172     <!-- Phonecalls Search View  -->
 173     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 174         <field name="name">CRM - Phone Calls Search</field>
 175         <field name="model">crm.phonecall</field>
 176         <field name="type">search</field>
 177         <field name="arch" type="xml">
 178             <search string="Search Phonecalls">
 179                 <filter icon="terp-mail-message-new"
 180                     string="Inbox" help="Unread messages"
 181                     name="needaction_pending"
 182                     domain="[('needaction_pending','=',True)]"/>
 183                 <separator orientation="vertical"/>
 184                 <filter icon="terp-go-today" string="Today"
 185                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 186                         ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 187                     name="today"
 188                     help="Todays's Phonecalls"
 189                 />
 190                 <filter icon="terp-go-week"
 191                     string="7 Days"
 192                     help="Phonecalls during last 7 days"
 193                     domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 194                 />
 195                 <separator orientation="vertical"/>
 196                 <field name="name"/>
 197                 <field name="partner_id"/>
 198                 <field name="user_id">
 199                     <filter icon="terp-personal-"
 200                         domain="[('user_id','=',False)]"
 201                         help="Unassigned Phonecalls" />
 202                 </field>
 203                 <field name="section_id"
 204                     widget="selection" string="Sales Team">
 205                     <filter icon="terp-personal+"
 206                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 207                         help="My Sales Team(s)" />
 208                 </field>
 209                 <newline/>
 210                 <group expand="0" string="Group By...">
 211                     <filter string="Partner" icon="terp-partner" domain="[]"
 212                         context="{'group_by':'partner_id'}" />
 213                     <filter string="Responsible" icon="terp-personal"
 214                         domain="[]" context="{'group_by':'user_id'}" />
 215                     <separator orientation="vertical" />
 216                     <filter string="Creation" icon="terp-go-month" help="Creation Date"
 217                         domain="[]" context="{'group_by':'create_date'}" />
 218                     <filter string="Date" icon="terp-go-month" domain="[]"
 219                         context="{'group_by':'date'}" help="Date of Call" />
 220                 </group>
 221             </search>
 222         </field>
 223     </record>
 224
 225     <!-- Scheduled a phonecall search view-->
 226     <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
 227         <field name="name">CRM - Scheduled Calls Search</field>
 228         <field name="model">crm.phonecall</field>
 229         <field name="type">search</field>
 230         <field name="arch" type="xml">
 231             <search string="Scheduled Phonecalls">
 232                 <filter icon="terp-mail-message-new"
 233                     string="Inbox" help="Unread messages"
 234                     name="needaction_pending"
 235                     domain="[('needaction_pending','=',True)]"/>
 236                 <separator orientation="vertical"/>
 237                 <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 238                 <separator orientation="vertical"/>
 239                 <filter icon="terp-go-today" string="Today"
 240                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 241                         ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 242                     name="today"
 243                     help="Todays's Phonecalls"
 244                 />
 245                 <filter icon="terp-go-week"
 246                     string="7 Days"
 247                     help="Phonecalls during last 7 days"
 248                     domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 249                 />
 250                 <separator orientation="vertical"/>
 251                 <field name="name"/>
 252                 <field name="partner_id"/>
 253                 <field name="user_id">
 254                     <filter icon="terp-personal-"
 255                         domain="[('user_id','=',False)]"
 256                         help="Unassigned Phonecalls" />
 257                 </field>
 258                 <field name="section_id"
 259                     widget="selection" string="Sales Team">
 260                     <filter icon="terp-personal+"
 261                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 262                         help="My Sales Team(s)" />
 263                 </field>
 264                 <newline/>
 265                 <group expand="0" string="Group By...">
 266                     <filter string="Partner" icon="terp-partner" domain="[]"
 267                         context="{'group_by':'partner_id'}" />
 268                     <filter string="Responsible" icon="terp-personal"
 269                         domain="[]" context="{'group_by':'user_id'}" />
 270                     <separator orientation="vertical" />
 271                     <filter string="Creation" icon="terp-go-month" help="Creation Date"
 272                         domain="[]" context="{'group_by':'create_date'}" />
 273                     <filter string="Date" icon="terp-go-month" domain="[]"
 274                         context="{'group_by':'date'}" help="Date of Call" />
 275                 </group>
 276             </search>
 277         </field>
 278     </record>
 279
 280     </data>
 281 </openerp>