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" class="oe_form_button_active_flow"
  68                         states="draft,pending" icon="gtk-go-forward"/>
  69                 <button name="case_close" string="Held" type="object" class="oe_form_button_active_flow"
  70                         states="open,pending" icon="gtk-jump-to"/>
  71                 <button name="case_reset" string="Reset to Todo" type="object"
  72                         states="cancel" icon="gtk-convert"/>
  73                 <button name="case_cancel" string="Cancel" type="object"
  74                         states="draft,open,pending" icon="gtk-cancel"/>
  75                 <button string="Convert to Opportunity"  class="oe_form_button_active_flow"
  76                     name="%(phonecall2opportunity_act)d"
  77                     icon="gtk-index" type="action"
  78                     attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  79                 <button string="Schedule Other Call"
  80                     icon="terp-call-start"
  81                     name="%(phonecall_to_phonecall_act)d"
  82                     type="action"  />
  83                 <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  84                 <field name="state" widget="statusbar" nolabel="1" statusbar_visible="draft,open,done"/>
  85             </header>
  86             <sheet string="Phone Call">
  87                  <group col="4">
  88                     <field name="name" required="1"/>
  89                     <field name="partner_phone"/>
  90                     <field name="duration" widget="float_time"/>
  91
  92                     <field name="date"/>
  93                     <field name="user_id"/>
  94                     <field name="section_id" colspan="1" widget="selection" />
  95                 </group>
  96
  97                 <group>
  98                     <group string="Contacts">
  99                         <field name="partner_id"
 100                             on_change="onchange_partner_id(partner_id)" />
 101                         <field name="partner_mobile"/>
 102                     </group>
 103                     <group string="Categorization">
 104                         <field name="categ_id" widget="selection"
 105                             domain="[('object_id.model', '=', 'crm.phonecall')]"/>
 106                         <field name="priority"/>
 107                         <field name="opportunity_id"/>
 108                     </group>
 109                 </group>
 110                 <separator string="Description"/>
 111                 <field name="description"/>
 112             </sheet>
 113             <footer>
 114                 <field name="message_ids" widget="ThreadView"/>
 115             </footer>
 116             </form>
 117         </field>
 118     </record>
 119
 120     <!--Logged Phonecalls Tree View -->
 121
 122     <record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
 123         <field name="name">CRM - Logged Phone Calls Tree</field>
 124         <field name="model">crm.phonecall</field>
 125         <field name="type">tree</field>
 126         <field name="arch" type="xml">
 127             <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
 128                 <field name="needaction_pending" invisible="1"/>
 129                 <field name="date"/>
 130                 <field name="name"/>
 131                 <field name="partner_id"
 132                     on_change="onchange_partner_id(partner_id)"
 133                     string="Partner" />
 134                 <field name="partner_phone"
 135                     invisible="1"/>
 136                 <field name="user_id"/>
 137                 <field name="categ_id" widget="selection"
 138                     domain="[('object_id.model', '=', 'crm.phonecall')]"
 139                     invisible="1"/>
 140                 <field name="state" invisible="1"/>
 141                 <field name="create_date" invisible="1"/>
 142                 <field name="opportunity_id" invisible="1"/>
 143                 <button string="Schedule Other Call"
 144                     icon="terp-call-start"
 145                     name="%(phonecall_to_phonecall_act)d"
 146                     type="action"  />
 147                 <button string="Meeting"
 148                      icon="gtk-redo"
 149                      name="action_make_meeting" type="object" />
 150                 <button string="Convert to Opportunity"
 151                     name="%(phonecall2opportunity_act)d"
 152                     states="open,pending"
 153                     icon="gtk-index"
 154                     type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 155             </tree>
 156         </field>
 157     </record>
 158
 159 <!-- Phonecalls Calendar View -->
 160
 161     <record model="ir.ui.view" id="crm_case_phone_calendar_view">
 162         <field name="name">CRM - Phone Calls Calendar</field>
 163         <field name="model">crm.phonecall</field>
 164         <field name="type">calendar</field>
 165         <field name="priority" eval="2"/>
 166         <field name="arch" type="xml">
 167             <calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
 168                 <field name="name"/>
 169                 <field name="partner_id"/>
 170             </calendar>
 171         </field>
 172     </record>
 173
 174 <!-- Phonecalls Search View  -->
 175
 176     <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
 177         <field name="name">CRM - Phone Calls Search</field>
 178         <field name="model">crm.phonecall</field>
 179         <field name="type">search</field>
 180         <field name="arch" type="xml">
 181             <search string="Search Phonecalls">
 182                <filter icon="terp-go-today" string="Today"
 183                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 184                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 185                    name="today"
 186                    help="Todays's Phonecalls"
 187                />
 188                <filter icon="terp-go-week"
 189                    string="7 Days"
 190                    help="Phonecalls during last 7 days"
 191                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 192                />
 193
 194                <separator orientation="vertical"/>
 195                <field name="name"/>
 196                <field name="partner_id"/>
 197                <field name="user_id">
 198                    <filter icon="terp-personal-"
 199                        domain="[('user_id','=',False)]"
 200                        help="Unassigned Phonecalls" />
 201                </field>
 202                <field name="section_id"
 203                    widget="selection" string="Sales Team">
 204                    <filter icon="terp-personal+"
 205                        domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 206                        help="My Sales Team(s)" />
 207                </field>
 208                <newline/>
 209                <group expand="0" string="Group By...">
 210                    <filter string="Partner" icon="terp-partner" domain="[]"
 211                        context="{'group_by':'partner_id'}" />
 212                    <filter string="Responsible" icon="terp-personal"
 213                        domain="[]" context="{'group_by':'user_id'}" />
 214                    <separator orientation="vertical" />
 215                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 216                        domain="[]" context="{'group_by':'create_date'}" />
 217                    <filter string="Date" icon="terp-go-month" domain="[]"
 218                        context="{'group_by':'date'}" help="Date of Call" />
 219                </group>
 220            </search>
 221         </field>
 222     </record>
 223     <!-- Scheduled a phonecall search view-->
 224     <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
 225         <field name="name">CRM - Scheduled Calls Search</field>
 226         <field name="model">crm.phonecall</field>
 227         <field name="type">search</field>
 228         <field name="arch" type="xml">
 229             <search string="Scheduled Phonecalls">
 230                <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
 231                <separator orientation="vertical"/>
 232                <filter icon="terp-go-today" string="Today"
 233                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
 234                     ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 235                    name="today"
 236                    help="Todays's Phonecalls"
 237                />
 238                <filter icon="terp-go-week"
 239                    string="7 Days"
 240                    help="Phonecalls during last 7 days"
 241                    domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 242                />
 243
 244                <separator orientation="vertical"/>
 245                <field name="name"/>
 246                <field name="partner_id"/>
 247                <field name="user_id">
 248                    <filter icon="terp-personal-"
 249                        domain="[('user_id','=',False)]"
 250                        help="Unassigned Phonecalls" />
 251                </field>
 252                <field name="section_id"
 253                    widget="selection" string="Sales Team">
 254                    <filter icon="terp-personal+"
 255                        domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 256                        help="My Sales Team(s)" />
 257                </field>
 258                <newline/>
 259                <group expand="0" string="Group By...">
 260                    <filter string="Partner" icon="terp-partner" domain="[]"
 261                        context="{'group_by':'partner_id'}" />
 262                    <filter string="Responsible" icon="terp-personal"
 263                        domain="[]" context="{'group_by':'user_id'}" />
 264                    <separator orientation="vertical" />
 265                    <filter string="Creation" icon="terp-go-month" help="Creation Date"
 266                        domain="[]" context="{'group_by':'create_date'}" />
 267                    <filter string="Date" icon="terp-go-month" domain="[]"
 268                        context="{'group_by':'date'}" help="Date of Call" />
 269                </group>
 270            </search>
 271         </field>
 272     </record>
 273
 274     </data>
 275 </openerp>