addons/crm/crm_phonecall_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     # ------------------------------------------------------
   6     # Phonecall Categories
   7     # ------------------------------------------------------
   8
   9     <record id="crm_phonecall_categ_action" model="ir.actions.act_window">
  10         <field name="name">Phonecall Categories</field>
  11         <field name="res_model">crm.case.categ</field>
  12         <field name="view_type">form</field>
  13         <field name="view_id" ref="crm.crm_case_categ_tree-view"/>
  14                 <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
  15                 <field name="context">{'object_id':'crm.phonecall'}</field>
  16     </record>
  17
  18    <menuitem action="crm_phonecall_categ_action" id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ"/>
  19     # ------------------------------------------------------
  20     # Fund Stage
  21     # ------------------------------------------------------
  22             <record id="crm_phonecall_stage_act" model="ir.actions.act_window">
  23                 <field name="name">Phonecall Stages</field>
  24                 <field name="res_model">crm.case.stage</field>
  25                 <field name="view_type">form</field>
  26                         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  27                         <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
  28                         <field name="context">{'object_id':'crm.phonecall'}</field>
  29             </record>
  30           <menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
  31
  32     # ------------------------------------------------------
  33     # Phone Calls
  34     # ------------------------------------------------------
  35
  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             <tree string="Phone Calls" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
  43                 <field name="date" string="Date"/>
  44                 <field name="name" string="Call Summary"/>
  45                 <field name="partner_id" string="Partner"/>
  46                 <field name="partner_address_id" string="Contact"/>
  47                 <field name="opportunity_id"/>
  48                 <button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d"  type="action"/>
  49                 <button string="Meeting"
  50                         name="%(wizard_crm_phonecall_meeting_set)d"  type="action" />
  51             </tree>
  52         </field>
  53     </record>
  54
  55     <record model="ir.ui.view" id="crm_case_phone_incomming_tree_view">
  56         <field name="name">CRM - Phone Calls Tree</field>
  57         <field name="model">crm.phonecall</field>
  58         <field name="type">tree</field>
  59         <field name="arch" type="xml">
  60             <tree string="Phone Calls"  editable="bottom" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
  61                 <field name="date" string="Date"/>
  62                 <field name="name" string="Call Summary"/>
  63                 <field name="partner_id" string="Partner"/>
  64                 <field name="partner_address_id" string="Contact"/>
  65                 <group col="2">
  66                 <field name="opportunity_id"/>
  67                 <button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d"  type="action"/>
  68                 <button string="Meeting"
  69                         name="%(wizard_crm_phonecall_meeting_set)d"  type="action" />
  70                 </group>
  71             </tree>
  72         </field>
  73     </record>
  74
  75     <record model="ir.ui.view" id="crm_case_phone_form_view">
  76         <field name="name">CRM - Phone Call Form</field>
  77         <field name="model">crm.phonecall</field>
  78         <field name="type">form</field>
  79         <field name="arch" type="xml">
  80             <form string="Claims">
  81                 <group colspan="4" col="7">
  82                     <field name="name" string="Subject"/>
  83                     <field name="section_id" colspan="1" widget="selection"/>
  84                     <field name="user_id" string="Assigned to" select="2"/>
  85                     <button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action"/>
  86                     <newline/>
  87                     <field name="date" string="Planned Date"/>
  88                     <field name="duration"/>
  89                     <group colspan="2">
  90                         <field name="opportunity_id" on_change="onchange_case_id(case_id, name, partner_id)"
  91                         context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
  92                                'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
  93                                'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
  94
  95                     </group>
  96                     <button string="Schedule a Meeting"
  97                         name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
  98                 </group>
  99                 <notebook colspan="4">
 100                 <page string="General">
 101                     <field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
 102                     <field name="active" string="Reminder"/>
 103                     <group colspan="2" col="3">
 104                         <field name="partner_id" string="Partner"/>
 105                         <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_phonecall_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
 106                     </group>
 107                     <field name="partner_address_id" string="Contact"/>
 108                     <field name="partner_phone"/>
 109                     <field name="partner_mobile"/>
 110                     <newline/>
 111                     <field name="som"/>
 112                     <field name="priority" string="Relevant"/>
 113                     <separator string= "Description" colspan="4"/>
 114                     <field name="description" nolabel="1" colspan="4"/>
 115                     <separator colspan="4"/>
 116                     <group col="8" colspan="4">
 117                         <field name="state" select="1"/>
 118                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
 119                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 120                         <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
 121                         <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
 122                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
 123                     </group>
 124                 </page>
 125                </notebook>
 126            </form>
 127         </field>
 128     </record>
 129
 130     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 131         <field name="name">CRM - Phone Calls Calendar</field>
 132         <field name="model">crm.phonecall</field>
 133         <field name="type">calendar</field>
 134         <field name="priority" eval="2"/>
 135         <field name="arch" type="xml">
 136             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 137                 <field name="name"/>
 138                 <field name="partner_id"/>
 139                 <field name="categ_id"/>
 140             </calendar>
 141         </field>
 142     </record>
 143
 144     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 145         <field name="name">CRM - Phone Calls Search</field>
 146         <field name="model">crm.phonecall</field>
 147         <field name="type">search</field>
 148         <field name="arch" type="xml">
 149             <search string="Search Phonecalls">
 150                <group col="6" colspan="1">
 151                    <filter icon="gtk-jump-to"
 152                         string="Inbound"
 153                         domain="[('categ_id.name','=','Inbound')]"
 154                         separator="1" help="All Inbound Phonecalls"
 155                    />
 156                    <filter icon="gtk-redo"
 157                         string="Outbound"
 158                         domain="[('categ_id.name','=','Outbound')]"
 159                         separator="1" help="All Outbound Phonecalls"
 160                    />
 161                    <separator orientation="vertical"/>
 162                    <filter icon="gtk-home" string="   Today   "
 163                         separator="1"
 164                         domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 165                         help="Todays's Phonecalls"
 166                    />
 167                    <filter icon="gtk-media-rewind"
 168                         string="    7 Days    " separator="1"
 169                         help="Phonecalls during last 7 days"
 170                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 171                    />
 172                </group>
 173                <separator orientation="vertical"/>
 174                <group col="6" colspan="2">
 175                         <field name="name" select='1' string="Subject"/>
 176                         <field name="user_id" select="1" widget="selection">
 177                                 <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
 178                                 <filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Phonecalls"/>
 179                    </field>
 180                    <field name="state" select="1">
 181                        <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
 182                    </field>
 183                                         <field name="section_id" select="1" widget="selection" string="Section">
 184                                                 <filter icon="terp-crm"
 185                                domain="[('section_id','=',context.get('section_id',False))]"
 186                                help="My section"/>
 187                                         </field>
 188                    </group>
 189            </search>
 190         </field>
 191     </record>
 192
 193
 194     </data>
 195 </openerp>