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">CRM phonecall : 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_mark_as_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">CRM phonecall : 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_mark_as_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="arch" type="xml">
  69             <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
  70                 <field name="date"/>
  71                 <field name="name"/>
  72                 <field name="partner_id"/>
  73                 <button string="Meeting"
  74                     states="open,pending" icon="gtk-redo"
  75                      name="action_make_meeting" type="object"/>
  76                 <button string="Convert to Opportunity"
  77                     name="%(phonecall2opportunity_act)d"
  78                     states="open,pending"
  79                     icon="gtk-index"
  80                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
  81                 <field name="partner_phone"/>
  82                 <field name="user_id"/>
  83                 <field name="categ_id" invisible="1"/>
  84                 <field name="create_date" invisible="1"/>
  85                 <field name="opportunity_id" invisible="1"/>
  86                 <field name="state"/>
  87                 <button name="case_open" string="Confirm" type="object"
  88                         states="draft,pending" icon="gtk-go-forward"/>
  89                 <button name="case_close" string="Held" type="object"
  90                         states="open,pending" icon="gtk-jump-to"/>
  91                 <button name="case_cancel" string="Cancel" type="object"
  92                         states="draft,open,pending" icon="gtk-cancel"/>
  93                 <button name="case_reset" string="Reset to Todo" type="object"
  94                         states="cancel" icon="gtk-convert"/>
  95             </tree>
  96         </field>
  97     </record>
  98
  99 <!-- Phonecalls Form View -->
 100
 101     <record model="ir.ui.view" id="crm_case_phone_form_view">
 102         <field name="name">CRM - Phone Call Form</field>
 103         <field name="model">crm.phonecall</field>
 104         <field name="arch" type="xml">
 105             <form string="Phone Call" version="7.0">
 106             <header>
 107                 <button name="case_close" string="Call Done" type="object" class="oe_highlight"
 108                         states="open,pending"/>
 109                 <button name="case_reset" string="Reset to Todo" type="object"
 110                         states="cancel"/>
 111                 <button name="case_cancel" string="Cancel" type="object"
 112                         states="draft,open,pending"/>
 113                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
 114             </header>
 115                 <sheet string="Phone Call">
 116                     <div class="oe_right">
 117                         <button string="Convert to Opportunity"
 118                             name="%(phonecall2opportunity_act)d"
 119                             type="action"
 120                             attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
 121                         <button string="Schedule Other Call"
 122                                 name="%(phonecall_to_phonecall_act)d"
 123                                 type="action"/>
 124                         <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
 125                     </div>
 126                     <div class="oe_title">
 127                         <div class="oe_edit_only">
 128                             <label for="name"/>
 129                         </div>
 130                         <h1><field name="name" required="1"/></h1>
 131                         <div class="oe_edit_only">
 132                             <label for="partner_phone" string="Phone"/>
 133                         </div>
 134                         <h2><field name="partner_phone"/></h2>
 135                     </div>
 136
 137                     <group col="4">
 138                         <field name="date"/>
 139                         <field name="user_id"/>
 140                         <field name="duration" widget="float_time"/>
 141                         <field name="section_id" colspan="1" widget="selection"/>
 142                         <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
 143                         <field name="email_from" invisible="1"/> <!--not needed because of the chatter, thus invisible, but must be in the view as it's returned by onchange_partner_id()-->
 144                         <field name="categ_id" widget="selection"
 145                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 146                         <field name="partner_mobile"/>
 147                         <field name="priority"/>
 148                         <field name="opportunity_id"/>
 149                     </group>
 150                     <field name="description" placeholder="Description..."/>
 151                 </sheet>
 152                 <div class="oe_chatter">
 153                     <field name="message_follower_ids" widget="mail_followers"/>
 154                     <field name="message_ids" widget="mail_thread"/>
 155                 </div>
 156             </form>
 157         </field>
 158     </record>
 159
 160     <!--Logged Phonecalls Tree View -->
 161
 162     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 163         <field name="name">CRM - Logged Phone Calls Tree</field>
 164         <field name="model">crm.phonecall</field>
 165         <field name="arch" type="xml">
 166             <tree string="Phone Calls" editable="top">
 167                 <field name="date"/>
 168                 <field name="name"/>
 169                 <field name="partner_id"
 170                     on_change="onchange_partner_id(partner_id)"/>
 171                 <field name="partner_phone"
 172                     invisible="1"/>
 173                 <field name="user_id"/>
 174                 <field name="categ_id" widget="selection"
 175                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 176                     invisible="1"/>
 177                 <field name="state" invisible="1"/>
 178                 <field name="create_date" invisible="1"/>
 179                 <field name="opportunity_id" invisible="1"/>
 180                 <button string="Schedule Other Call"
 181                     icon="terp-call-start"
 182                     name="%(phonecall_to_phonecall_act)d"
 183                     type="action"/>
 184                 <button string="Meeting"
 185                      icon="gtk-redo"
 186                      name="action_make_meeting" type="object"/>
 187                 <button string="Convert to Opportunity"
 188                     name="%(phonecall2opportunity_act)d"
 189                     states="open,pending"
 190                     icon="gtk-index"
 191                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
 192             </tree>
 193         </field>
 194     </record>
 195
 196     <!-- Phonecalls Calendar View -->
 197
 198     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 199         <field name="name">CRM - Phone Calls Calendar</field>
 200         <field name="model">crm.phonecall</field>
 201         <field name="priority" eval="2"/>
 202         <field name="arch" type="xml">
 203             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 204                 <field name="name"/>
 205                 <field name="partner_id"/>
 206             </calendar>
 207         </field>
 208     </record>
 209
 210     <!-- Phonecalls Search View  -->
 211     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 212         <field name="name">CRM - Phone Calls Search</field>
 213         <field name="model">crm.phonecall</field>
 214         <field name="arch" type="xml">
 215             <search string="Search Phonecalls">
 216                <field name="name" string="Phonecalls"/>
 217                <field name="date"/>
 218                <separator/>
 219                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 220                <separator/>
 221                <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 222                <separator/>
 223                <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])]"
 224                        help="Phone Calls that are assigned to me or to my team(s)"/>
 225                <field name="partner_id"/>
 226                <field name="user_id"/>
 227                <field name="section_id" string="Sales Team"/>
 228                <group expand="0" string="Group By...">
 229                    <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
 230                    <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 231                    <filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
 232                    <filter string="Date" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Date of Call"/>
 233                </group>
 234            </search>
 235         </field>
 236     </record>
 237
 238     </data>
 239 </openerp>