<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
<field name="context">{'object_id':'crm.phonecall'}</field>
+ <field name="help">Create specific phone call categories to better define the type of calls tracked in the system.</field>
</record>
<menuitem action="crm_phonecall_categ_action" name="Categories"
id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" />
-<!-- ResourceType Form View -->
-
- <record id="crm_phonecall_resource_act" model="ir.actions.act_window">
- <field name="name">Phonecall Campaigns</field>
- <field name="res_model">crm.case.resource.type</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
- </record>
-
- <menuitem action="crm_phonecall_resource_act"
- id="menu_crm_phonecall_resource_act" name="Campaigns"
- parent="menu_crm_config_phonecall" />
-
<!-- PhoneCalls Tree View -->
<record model="ir.ui.view" id="crm_case_phone_tree_view">
<field name="partner_phone"/>
<field name="user_id"/>
<field name="categ_id" string="Type"/>
- <button string="Opportunity"
+ <field name="create_date" invisible="1"/>
+ <button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
states="draft,open,pending"
icon="gtk-index"
states="draft,open,pending" icon="gtk-redo"
name="action_make_meeting" type="object" />
<field name="state"/>
+ <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
- <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
<form string="Phone Call">
<group colspan="6" col="7">
<field name="name" required="1"/>
- <field name="partner_phone" required="1"/>
+ <field name="partner_phone"/>
<field name="duration" widget="float_time" required="1"/>
<button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<label colspan="6" string=""/>
<button string="Schedule Other Call"
- icon="gtk-redo"
+ icon="terp-call-start"
name="%(phonecall_to_phonecall_act)d"
type="action" />
<group col="3" colspan="2">
<separator colspan="3" string="Contacts" />
<field name="partner_id"
- on_change="onchange_partner_id(partner_id, email_from)" />
+ on_change="onchange_partner_id(partner_id)" />
<button string="Create a Partner"
- icon="gtk-index"
+ icon="terp-partner"
name="%(action_crm_phonecall2partner)d"
type="action"
- attrs="{'invisible':[('partner_id','!=',False)]}" />
+ attrs="{'invisible':[('partner_id','!=',False)]}"
+ groups="base.group_partner_manager"/>
<newline/>
<field name="partner_address_id"
- on_change="onchange_partner_address_id(partner_address_id, email_from)" />
+ on_change="onchange_partner_address_id(partner_address_id)" />
<newline/>
<field name="partner_mobile" />
</group>
<separator colspan="4" />
<group col="8" colspan="4">
<field name="state" select="1" />
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_reset" string="Reset to Draft"
states="done,cancel" type="object"
icon="gtk-convert" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
</group>
</form>
</field>
</record>
- <!--Inbound Phonecalls Form View -->
+ <!--Inbound Phonecalls Form View -->
- <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
+ <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
<field name="name">CRM - Inbound Phone Call Form</field>
<field name="model">crm.phonecall</field>
<field name="type">form</field>
attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<label colspan="6" string=""/>
<button string="Schedule Other Call"
- icon="gtk-redo"
+ icon="terp-call-start"
name="%(phonecall_to_phonecall_act)d"
type="action" />
<field name="partner_id"
on_change="onchange_partner_id(partner_id, email_from)" />
<button string="Create a Partner"
- icon="gtk-index"
+ icon="terp-partner"
name="%(action_crm_phonecall2partner)d"
type="action"
- attrs="{'invisible':[('partner_id','!=',False)]}" />
+ attrs="{'invisible':[('partner_id','!=',False)]}"
+ groups="base.group_partner_manager" />
<newline/>
<field name="partner_address_id"
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<field name="model">crm.phonecall</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)">
+ <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('pending',)" editable="top">
<field name="date"/>
<field name="name"/>
<field name="partner_id"
- on_change="onchange_partner_id(partner_id, email_from)"
- string="Partner" />
+ on_change="onchange_partner_id(partner_id)"
+ string="Partner" />
<field name="partner_address_id"
- on_change="onchange_partner_address_id(partner_address_id, email_from)" />
+ on_change="onchange_partner_address_id(partner_address_id)" />
<field name="partner_phone"/>
<field name="user_id"/>
<field name="categ_id" widget="selection"
- domain="[('object_id.model', '=', 'crm.phonecall')]"
- string="Type" />
+ domain="[('object_id.model', '=', 'crm.phonecall')]"
+ string="Type" />
<field name="state" invisible="1"/>
<field name="create_date" invisible="1"/>
<button string="Schedule Other Call"
icon="terp-call-start"
name="%(phonecall_to_phonecall_act)d"
type="action" />
- <button string="Opportunity"
+ <button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
states="draft,open,pending"
icon="gtk-index"
name="current"
domain="[('state','in', ('draft','open','pending'))]"/>
<filter icon="terp-go-today" string="Today"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),\
- ('date','>=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
+ domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),
+ ('date','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
name="today"
help="Todays's Phonecalls"
/>
</field>
<field name="section_id"
select="1" widget="selection" string="Sales Team">
- <filter icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ <filter icon="terp-personal+" groups="base.group_extended"
+ domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
<newline/>