5 # ------------------------------------------------------
7 # ------------------------------------------------------
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>
18 <menuitem action="crm_phonecall_categ_action" id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ"/>
19 # ------------------------------------------------------
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>
30 <menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
32 # ------------------------------------------------------
34 # ------------------------------------------------------
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" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
49 <button string="Meeting"
50 name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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"/>
66 <field name="opportunity_id"/>
67 <button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
68 <button string="Meeting"
69 name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
87 <field name="date" string="Planned Date"/>
88 <field name="duration"/>
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}"/>
96 <button string="Schedule a Meeting"
97 name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
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)]}" />
107 <field name="partner_address_id" string="Contact"/>
108 <field name="partner_phone"/>
109 <field name="partner_mobile"/>
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"/>
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">
138 <field name="partner_id"/>
139 <field name="categ_id"/>
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"
153 domain="[('categ_id.name','=','Inbound')]"
154 separator="1" help="All Inbound Phonecalls"
156 <filter icon="gtk-redo"
158 domain="[('categ_id.name','=','Outbound')]"
159 separator="1" help="All Outbound Phonecalls"
161 <separator orientation="vertical"/>
162 <filter icon="gtk-home" string=" Today "
164 domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
165 help="Todays's Phonecalls"
167 <filter icon="gtk-media-rewind"
168 string=" 7 Days " separator="1"
169 help="Phonecalls during last 7 days"
170 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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"/>
180 <field name="state" select="1">
181 <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
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))]"