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