<openerp>
<data>
- <!-- Read/Unread actions -->
- <record id="actions_server_crm_phonecall_unread" model="ir.actions.server">
- <field name="name">Mark unread</field>
- <field name="condition">True</field>
- <field name="type">ir.actions.server</field>
- <field name="model_id" ref="model_crm_phonecall"/>
- <field name="state">code</field>
- <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
- </record>
- <record id="action_crm_phonecall_unread" model="ir.values">
- <field name="name">action_crm_phonecall_unread</field>
- <field name="action_id" ref="actions_server_crm_phonecall_unread"/>
- <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_unread'))"/>
- <field name="key">action</field>
- <field name="model_id" ref="model_crm_phonecall"/>
- <field name="model">crm.phonecall</field>
- <field name="key2">client_action_multi</field>
- </record>
-
- <record id="actions_server_crm_phonecall_read" model="ir.actions.server">
- <field name="name">Mark read</field>
- <field name="condition">True</field>
- <field name="type">ir.actions.server</field>
- <field name="model_id" ref="model_crm_phonecall"/>
- <field name="state">code</field>
- <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
- </record>
- <record id="action_crm_phonecall_read" model="ir.values">
- <field name="name">action_crm_phonecall_read</field>
- <field name="action_id" ref="actions_server_crm_phonecall_read"/>
- <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_phonecall_read'))"/>
- <field name="key">action</field>
- <field name="model_id" ref="model_crm_phonecall"/>
- <field name="model">crm.phonecall</field>
- <field name="key2">client_action_multi</field>
- </record>
-<!-- Phonecall Categories Form View -->
+ <!-- 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>
<menuitem action="crm_phonecall_categ_action" name="Categories"
id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
-<!-- PhoneCalls Tree View -->
-
+ <!-- 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="date"/>
<field name="name"/>
<field name="partner_id"/>
+ <button string="Meeting"
+ states="open,pending"
+ name="action_make_meeting"
+ icon="gtk-redo"
+ type="object"/>
+ <button string="Convert to Opportunity"
+ type="object"
+ name="action_button_convert2opportunity"
+ states="open,pending"
+ icon="gtk-index"
+ attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
<field name="partner_phone"/>
<field name="user_id"/>
<field name="categ_id" invisible="1"/>
<field name="create_date" invisible="1"/>
<field name="opportunity_id" invisible="1"/>
- <button string="Convert to Opportunity"
- name="%(phonecall2opportunity_act)d"
- states="open,pending"
- icon="gtk-index"
- type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
- <button string="Meeting"
- states="open,pending" icon="gtk-redo"
- name="action_make_meeting" type="object"/>
<field name="state"/>
- <button name="case_open" string="Confirm" type="object"
- states="draft,pending" icon="gtk-go-forward"/>
- <button name="case_close" string="Held" type="object"
- states="open,pending" icon="gtk-jump-to"/>
- <button name="case_cancel" string="Cancel" type="object"
- states="draft,open,pending" icon="gtk-cancel"/>
- <button name="case_reset" string="Reset to Todo" type="object"
- states="cancel" icon="gtk-convert"/>
</tree>
</field>
</record>
-<!-- Phonecalls Form View -->
-
+ <!-- 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="arch" type="xml">
<form string="Phone Call" version="7.0">
- <header>
- <button name="case_close" string="Call Done" type="object" class="oe_highlight"
- states="open,pending"/>
- <button name="case_reset" string="Reset to Todo" type="object"
- states="cancel"/>
- <button name="case_cancel" string="Cancel" type="object"
- states="draft,open,pending"/>
- <field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
- </header>
+ <header>
+ <field name="state" nolabel="1" widget="statusbar" clickable="True"/>
+ </header>
<sheet string="Phone Call">
- <div class="oe_right">
+ <div class="oe_right">
<button string="Convert to Opportunity"
- name="%(phonecall2opportunity_act)d"
- type="action"
+ type="object"
+ name="action_button_convert2opportunity"
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"/>
<button string="Schedule Other Call"
name="%(phonecall_to_phonecall_act)d"
</div>
<div class="oe_title">
<div class="oe_edit_only">
- <label for="name" string="Title"/>
+ <label for="name"/>
</div>
<h1><field name="name" required="1"/></h1>
<div class="oe_edit_only">
</div>
<h2><field name="partner_phone"/></h2>
</div>
-
+
<group col="4">
<field name="date"/>
- <field name="user_id"/>
- <field name="duration" widget="float_time"/>
- <field name="section_id" colspan="1" widget="selection"/>
- <field name="partner_id" on_change="onchange_partner_id(partner_id)"/>
- <field name="email_from" invisible="1"/> <!--not needed because of the chatter, thus invisible, but must be in the view as it's returned by onchange_partner_id()-->
+ <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
+ <label for="duration"/>
+ <div>
+ <field name="duration" widget="float_time" class="oe_inline" style="vertical-align:baseline"/> <b> min(s)</b>
+ </div>
+ <field name="section_id" colspan="1" widget="selection"
+ groups="base.group_multi_salesteams"/>
+ <field name="partner_id" on_change="on_change_partner_id(partner_id)"/>
<field name="categ_id" widget="selection"
domain="[('object_id.model', '=', 'crm.phonecall')]"/>
<field name="partner_mobile"/>
<field name="priority"/>
- <field name="opportunity_id"/>
+ <field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)"/>
</group>
<field name="description" placeholder="Description..."/>
</sheet>
<div class="oe_chatter">
- <field name="message_ids" widget="mail_thread"/>
<field name="message_follower_ids" widget="mail_followers"/>
+ <field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!--Logged Phonecalls Tree View -->
-
<record model="ir.ui.view" id="crm_case_inbound_phone_tree_view">
<field name="name">CRM - Logged Phone Calls Tree</field>
<field name="model">crm.phonecall</field>
on_change="onchange_partner_id(partner_id)"/>
<field name="partner_phone"
invisible="1"/>
- <field name="user_id"/>
+ <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
<field name="categ_id" widget="selection"
domain="[('object_id.model', '=', 'crm.phonecall')]"
invisible="1"/>
<field name="state" invisible="1"/>
<field name="create_date" invisible="1"/>
- <field name="opportunity_id" invisible="1"/>
+ <field name="opportunity_id" invisible="1" on_change="on_change_opportunity(opportunity_id)"/>
<button string="Schedule Other Call"
icon="terp-call-start"
name="%(phonecall_to_phonecall_act)d"
icon="gtk-redo"
name="action_make_meeting" type="object"/>
<button string="Convert to Opportunity"
- name="%(phonecall2opportunity_act)d"
+ name="action_button_convert2opportunity"
states="open,pending"
icon="gtk-index"
- type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
+ type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
</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>
<separator/>
<filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
<separator/>
- <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="Phone Calls that are assigned to me or to my team(s)"/>
- <field name="partner_id"/>
+ <filter string="Phone Calls Assigned to Me or My Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('user_id', '=', uid)]"
+ help="Phone Calls Assigned to the current user or with a team having the current user as team leader"/>
+ <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
<field name="user_id"/>
- <field name="section_id" string="Sales Team"/>
+ <field name="section_id" string="Sales Team"
+ groups="base.group_multi_salesteams"/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<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"/>
+ <filter string="Calls Month" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Calls Date by Month"/>
</group>
</search>
</field>
projects / odoo / odoo.git / blobdiff