<?xml version="1.0"?>
<openerp>
<data>
-
- # ------------------------------------------------------
- # Phonecall Categories
- # ------------------------------------------------------
-
+
+<!-- Phonecall Categories Form View -->
+
<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
<field name="name">Phonecall Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<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="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"/>
- # ------------------------------------------------------
- # Fund Stage
- # ------------------------------------------------------
- <record id="crm_phonecall_stage_act" model="ir.actions.act_window">
- <field name="name">Phonecall Stages</field>
- <field name="res_model">crm.case.stage</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
- <field name="context">{'object_id':'crm.phonecall'}</field>
- </record>
- <menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
-
- # ------------------------------------------------------
- # Phone Calls
- # ------------------------------------------------------
+ <menuitem action="crm_phonecall_categ_action" name="Categories"
+ id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" />
+
+<!-- PhoneCalls Tree View -->
<record model="ir.ui.view" id="crm_case_phone_tree_view">
<field name="name">CRM - 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="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
- <field name="date" string="Date"/>
- <field name="name" string="Call Summary"/>
- <field name="partner_id" string="Partner"/>
- <field name="partner_address_id" string="Contact"/>
- <field name="opportunity_id"/>
- <button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
+ <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"/>
+ <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"
- name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
+ 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"/>
</tree>
</field>
</record>
- <record model="ir.ui.view" id="crm_case_phone_incomming_tree_view">
- <field name="name">CRM - Phone Calls Tree</field>
+<!-- Phonecalls Form View -->
+
+ <record model="ir.ui.view" id="crm_case_phone_form_view">
+ <field name="name">CRM - Phone Call Form</field>
<field name="model">crm.phonecall</field>
- <field name="type">tree</field>
+ <field name="type">form</field>
<field name="arch" type="xml">
- <tree string="Phone Calls" editable="bottom" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
- <field name="date" string="Date"/>
- <field name="name" string="Call Summary"/>
- <field name="partner_id" string="Partner"/>
- <field name="partner_address_id" string="Contact"/>
- <group col="2">
- <field name="opportunity_id"/>
- <button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
- <button string="Meeting"
- name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
- </group>
- </tree>
+ <form string="Phone Call">
+ <group colspan="6" col="7">
+ <field name="name" 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"/>
+
+ <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"
+ icon="gtk-index" type="action"
+ attrs="{'invisible':[('opportunity_id','!=',False)]}" />
+ <label colspan="6" string=""/>
+ <button string="Schedule Other Call"
+ 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)" />
+ <button string="Create a Partner"
+ icon="terp-partner"
+ name="%(action_crm_phonecall2partner)d"
+ type="action"
+ 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)" />
+ <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>
+ <separator string="Description" colspan="4" />
+ <field name="description" nolabel="1" colspan="4" />
+ <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_pending" string="Not Held"
+ states="open" type="object" icon="gtk-media-pause" />
+ <button name="case_close" string="Held"
+ states="open,draft,pending" type="object"
+ icon="gtk-jump-to" />
+ <button name="case_reset" string="Reset to Draft"
+ states="done,cancel" type="object"
+ icon="gtk-convert" />
+ </group>
+ </form>
</field>
</record>
- <record model="ir.ui.view" id="crm_case_phone_form_view">
- <field name="name">CRM - Phone Call Form</field>
+ <!--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="Claims">
+ <form string="Phone Call">
<group colspan="4" col="7">
- <field name="name" string="Subject"/>
- <field name="section_id" colspan="1" widget="selection"/>
- <field name="user_id" string="Assigned to" select="2"/>
- <button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
- <newline/>
- <field name="date" string="Planned Date"/>
- <field name="duration"/>
- <group colspan="2">
- <field name="opportunity_id" on_change="onchange_case_id(case_id, name, partner_id)"
- context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
- 'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
- 'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
-
- </group>
+ <field name="name" required="1"/>
+ <field name="partner_phone"/>
+ <field name="duration" widget="float_time"/>
<button string="Schedule a Meeting"
- name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
+ 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"
+ icon="gtk-index" type="action"
+ attrs="{'invisible':[('opportunity_id','!=',False)]}" />
+ <label colspan="6" string=""/>
+ <button string="Schedule Other Call"
+ icon="terp-call-start"
+ name="%(phonecall_to_phonecall_act)d"
+ type="action" />
+
</group>
- <notebook colspan="4">
- <page string="General">
- <field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
- <field name="active" string="Reminder"/>
- <group colspan="2" col="3">
- <field name="partner_id" string="Partner"/>
- <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_phonecall_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}" />
- </group>
- <field name="partner_address_id" string="Contact"/>
- <field name="partner_phone"/>
- <field name="partner_mobile"/>
+ <group col="3" colspan="2">
+ <separator colspan="3" string="Contacts" />
+ <field name="partner_id"
+ on_change="onchange_partner_id(partner_id, email_from)" />
+ <button string="Create a Partner"
+ icon="terp-partner"
+ name="%(action_crm_phonecall2partner)d"
+ type="action"
+ 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)" />
<newline/>
- <field name="som"/>
- <field name="priority" string="Relevant"/>
- <separator string= "Description" colspan="4"/>
- <field name="description" nolabel="1" colspan="4"/>
- <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_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
- <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
- <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
- </group>
- </page>
- </notebook>
- </form>
+ <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>
+ <separator string="Description" colspan="4" />
+ <field name="description" nolabel="1" colspan="4" />
+ <separator colspan="4" />
+ </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',)" 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"/>
+ <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-index"
+ type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
+ <button string="Meeting"
+ states="draft,open,pending" icon="gtk-redo"
+ name="action_make_meeting" type="object" />
+ </tree>
+ </field>
+ </record>
+
+<!-- Phonecalls Calendar View -->
+
<record model="ir.ui.view" id="crm_case_phone_calendar_view">
<field name="name">CRM - Phone Calls Calendar</field>
<field name="model">crm.phonecall</field>
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
- <field name="categ_id"/>
</calendar>
</field>
</record>
+<!-- Phonecalls Search View -->
+
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Phone Calls Search</field>
<field name="model">crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
- <group col="6" colspan="1">
- <filter icon="gtk-jump-to"
- string="Inbound"
- domain="[('categ_id.name','=','Inbound')]"
- separator="1" help="All Inbound Phonecalls"
- />
- <filter icon="gtk-redo"
- string="Outbound"
- domain="[('categ_id.name','=','Outbound')]"
- separator="1" help="All Outbound Phonecalls"
- />
- <separator orientation="vertical"/>
- <filter icon="gtk-home" string=" Today "
- separator="1"
- domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
- help="Todays's Phonecalls"
- />
- <filter icon="gtk-media-rewind"
- string=" 7 Days " separator="1"
- 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'))]"
- />
- </group>
+ <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="terp-go-week"
+ string="7 Days"
+ help="Phonecalls during last 7 days"
+ domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
+ />
+
<separator orientation="vertical"/>
- <group col="6" colspan="2">
- <field name="name" select='1' string="Subject"/>
- <field name="user_id" select="1" widget="selection">
- <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
- </field>
- <field name="state" select="1">
- <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
- </field>
- <field name="section_id" select="1" widget="selection" string="Section">
- <filter icon="terp-crm"
- domain="[('section_id','=',context.get('section_id',False))]"
- help="My section"/>
- </field>
- </group>
+ <field name="name"/>
+ <field name="partner_id"/>
+ <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-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-partner" domain="[]"
+ context="{'group_by':'partner_id'}" />
+ <filter string="Responsible" icon="terp-personal"
+ domain="[]" context="{'group_by':'user_id'}" />
+ <separator orientation="vertical" />
+ <filter string="Creation" icon="terp-go-month" help="Creation Date"
+ domain="[]" context="{'group_by':'create_date'}" />
+ <filter string="Date" icon="terp-go-month" domain="[]"
+ context="{'group_by':'date'}" help="Date of Call" />
+ </group>
</search>
</field>
</record>
-
</data>
</openerp>
projects / odoo / odoo.git / blobdiff