<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"
- id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ" />
-
-<!-- ResourceType Form View -->
-
- <record id="crm_phonecall_resource_act" model="ir.actions.act_window">
- <field name="name">Phonecall Resource Type</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"/>
- <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
- <field name="context">{'object_id':'crm.phonecall'}</field>
- </record>
-
- <menuitem action="crm_phonecall_resource_act"
- id="menu_crm_phonecall_resource_act"
- parent="crm.menu_crm_case_resource_type" />
-
+ <menuitem action="crm_phonecall_categ_action" name="Categories"
+ id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" />
<!-- PhoneCalls Tree View -->
<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',)">
- <field name="date" string="Date"/>
- <field name="name" string="Call Summary"/>
- <field name="partner_id" string="Partner"/>
+ <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
+ <field name="date"/>
+ <field name="name"/>
+ <field name="partner_id"/>
<field name="partner_contact"/>
<field name="partner_phone"/>
<field name="user_id"/>
- <button string="Opportunity"
+ <field name="categ_id" string="Type"/>
+ <field name="create_date" invisible="1"/>
+ <button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
states="draft,open,pending"
+ icon="gtk-index"
type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<button string="Meeting"
- states="draft,open,pending"
+ 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>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Phone Call">
- <group colspan="4" col="7">
- <field name="name" string="Summary"/>
- <field name="date" string="Planned Date"/>
- <field name="user_id"/>
- <button string="Schedule a Meeting"
- name="action_make_meeting"
- icon="gtk-redo"
- type="object" />
-
+ <group colspan="6" col="7">
+ <field name="name" required="1"/>
<field name="partner_phone"/>
- <field name="duration"/>
+ <field name="duration" widget="float_time" required="1"/>
+ <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
+
+ <field name="date" required="1"/>
+ <field name="user_id"/>
<field name="section_id" colspan="1" widget="selection" />
<button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
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>
+
<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="terp-crm"
+ 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" string="Contact"
- on_change="onchange_partner_address_id(partner_address_id, email_from)" />
+ <field name="partner_address_id"
+ on_change="onchange_partner_address_id(partner_address_id)" />
<newline/>
<field name="partner_mobile" />
</group>
<group col="2" colspan="2">
<separator colspan="2" string="Categorization" />
+ <field name="categ_id" widget="selection"
+ domain="[('object_id.model', '=', 'crm.phonecall')]"
+ string="Type" />
<field name="priority"/>
<field name="opportunity_id"/>
</group>
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_pending" string="Not Held"
- states="open" type="object" icon="gtk-undo" />
+ states="open" type="object" icon="gtk-media-pause" />
<button name="case_close" string="Held"
states="open,draft,pending" type="object"
icon="gtk-jump-to" />
</form>
</field>
</record>
-
- <!--Inbound Phonecalls Form View -->
- <record model="ir.ui.view" id="crm_case_inbound_phone_form_view">
+ <!--Inbound Phonecalls 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>
<field name="arch" type="xml">
<form string="Phone Call">
<group colspan="4" col="7">
- <field name="name" string="Summary"/>
- <field name="date" string="Planned Date"/>
- <field name="user_id"/>
+ <field name="name" required="1"/>
+ <field name="partner_phone"/>
+ <field name="duration" widget="float_time"/>
<button string="Schedule a Meeting"
name="action_make_meeting"
icon="gtk-redo"
type="object" />
- <field name="partner_phone"/>
- <field name="duration"/>
+ <field name="date" required="1"/>
+ <field name="user_id"/>
<field name="section_id" colspan="1" widget="selection" />
<button string="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
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="terp-crm"
+ 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" string="Contact"
+ <field name="partner_address_id"
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<newline/>
- <field name="partner_phone" />
- <newline/>
<field name="partner_mobile" />
</group>
<group col="2" colspan="2">
<separator colspan="2" string="Categorization" />
+ <field name="categ_id" widget="selection"
+ domain="[('object_id.model', '=', 'crm.phonecall')]"
+ string="Type" />
<field name="priority"/>
<field name="opportunity_id"/>
</group>
</form>
</field>
</record>
-
+
<!--Inbound Phonecalls Tree View -->
-
+
<record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
<field name="name">CRM - Inbound Phone Calls Tree</field>
<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',)">
- <field name="date" string="Date"/>
- <field name="name" string="Call Summary"/>
- <field name="partner_id" string="Partner"/>
- <field name="partner_contact"/>
+ <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)"
+ string="Partner" />
+ <field name="partner_address_id"
+ 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" />
<field name="state" invisible="1"/>
- <button string="Opportunity"
+ <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="Convert to Opportunity"
name="%(phonecall2opportunity_act)d"
states="draft,open,pending"
- icon="gtk-convert"
+ icon="gtk-index"
type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<button string="Meeting"
states="draft,open,pending" icon="gtk-redo"
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
- <filter icon="gtk-home" string="Today"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),\
- ('date','>=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
+ <filter icon="terp-check" string="Current"
+ 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','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
+ name="today"
help="Todays's Phonecalls"
/>
- <filter icon="gtk-media-rewind"
+ <filter icon="terp-go-week"
string="7 Days"
help="Phonecalls during last 7 days"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d')),\
- ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
+ domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
+
<separator orientation="vertical"/>
- <field name="name" string="Call Summary"/>
+ <field name="name"/>
<field name="partner_id"/>
- <field name="user_id" widget="selection">
- <filter icon="terp-partner"
+ <field name="user_id">
+ <filter icon="terp-personal-"
domain="[('user_id','=',False)]"
help="Unassigned Phonecalls" />
</field>
<field name="section_id"
select="1" widget="selection" string="Sales Team">
- <filter icon="terp-crm"
- domain="[('section_id','=',context.get('section_id',False))]"
- help="My Sale Team" />
+ <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/>
<group expand="0" string="Group By..." colspan="4">
- <filter string="Partner" icon="terp-crm" domain="[]"
+ <filter string="Partner" icon="terp-partner" domain="[]"
context="{'group_by':'partner_id'}" />
- <filter string="Responsible" icon="terp-crm"
+ <filter string="Responsible" icon="terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
- <filter string="Creation" icon="terp-project"
+ <filter string="Creation" icon="terp-go-month" help="Creation Date"
domain="[]" context="{'group_by':'create_date'}" />
- <filter string="Date" icon="terp-project" domain="[]"
- context="{'group_by':'date'}" />
+ <filter string="Date" icon="terp-go-month" domain="[]"
+ context="{'group_by':'date'}" help="Date of Call" />
</group>
</search>
</field>
</record>
-
- <!-- Partners inherited form -->
-
- <record id="view_phonecall_partner_info_form" model="ir.ui.view">
- <field name="name">res.partner.phonecall.info.inherit</field>
- <field name="model">res.partner</field>
- <field name="type">form</field>
- <field name="inherit_id" ref="base.view_partner_form"/>
- <field name="arch" type="xml">
- <field name="meeting_ids" position="after">
- <field name="phonecall_ids" colspan="4" nolabel="1" />
- </field>
- </field>
- </record>
-
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff