<openerp>
<data>
-<!-- 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>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
<field name="context" eval="{'object_id': ref('model_crm_phonecall')}"/>
- <field name="help">Create specific phone call categories to better define the type of calls tracked in the system.</field>
+ <field name="help" type="html">
+ <p class="oe_view_nocontent_create">
+ Click to add a new category.
+ </p><p>
+ Create specific phone call categories to better define the type of
+ calls tracked in the system.
+ </p>
+ </field>
</record>
<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="type">tree</field>
<field name="arch" type="xml">
- <tree fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
- <field name="needaction_pending" invisible="1"/>
+ <tree colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
<field name="date"/>
<field name="name"/>
<field name="partner_id"/>
+ <button string="Meeting"
+ states="open,pending"
+ name="action_make_meeting"
+ type="object"/>
+ <button string="Convert to Opportunity"
+ type="object"
+ name="action_button_convert2opportunity"
+ states="open,pending"
+ 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"/>
</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="type">form</field>
<field name="arch" type="xml">
- <form version="7.0">
- <header>
- <button name="case_open" string="Confirm" type="object"
- states="draft,pending"/>
- <button name="case_close" string="Held" type="object"
- 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"/>
- <button string="Convert to Opportunity"
- name="%(phonecall2opportunity_act)d"
- type="action"
- attrs="{'invisible':[('opportunity_id','!=',False)]}" />
- <button string="Schedule Other Call"
- name="%(phonecall_to_phonecall_act)d"
- type="action" />
- <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
- <field name="state" widget="statusbar" nolabel="1" statusbar_visible="draft,open,done"/>
- </header>
- <sheet string="Phone Call">
- <div class="oe_title">
- <div class="oe_edit_only">
- <label for="name" string="Title"/>
- </div>
- <h1><field name="name" required="1"/></h1>
- <div class="oe_edit_only">
- <label for="partner_phone" string="Phone" />
- </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="categ_id" widget="selection"
- domain="[('object_id.model', '=', 'crm.phonecall')]"/>
- <field name="partner_mobile" />
- <field name="priority"/>
- <field name="opportunity_id"/>
- </group>
+ <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>
+ <sheet string="Phone Call">
+ <div class="oe_right">
+ <button string="Convert to Opportunity"
+ 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"
+ type="action"/>
+ <button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
+ </div>
+ <div class="oe_title">
+ <div class="oe_edit_only">
+ <label for="name"/>
+ </div>
+ <h1><field name="name" required="1"/></h1>
+ <div class="oe_edit_only">
+ <label for="partner_phone" string="Phone"/>
+ </div>
+ <h2><field name="partner_phone"/></h2>
+ </div>
- <field name="description" placeholder="Description..." />
- </sheet>
- <footer>
- <field name="message_ids" widget="mail_thread"/>
- </footer>
+ <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="categ_id" widget="selection"
+ domain="[('object_id.model', '=', 'crm.phonecall')]"/>
+ <field name="partner_mobile"/>
+ <field name="priority"/>
+ <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_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>
- <field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
- <field name="needaction_pending" invisible="1"/>
+ <tree string="Phone Calls" editable="top">
<field name="date"/>
<field name="name"/>
<field name="partner_id"
- on_change="onchange_partner_id(partner_id)"
- string="Partner" />
+ on_change="onchange_partner_id(partner_id)"/>
<field name="partner_phone"
invisible="1"/>
<field name="user_id"/>
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"
- type="action" />
+ type="action"/>
<button string="Meeting"
icon="gtk-redo"
- name="action_make_meeting" type="object" />
+ 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="action" 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>
- <field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
<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">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
- <separator orientation="vertical"/>
- <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"/>
- <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"
- widget="selection" string="Sales Team">
- <filter icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My Sales Team(s)" />
- </field>
- <newline/>
- <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'}" />
- <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>
-
- <!-- Scheduled a phonecall search view-->
- <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
- <field name="name">CRM - Scheduled Calls Search</field>
- <field name="model">crm.phonecall</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Scheduled Phonecalls">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
- <separator orientation="vertical"/>
- <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
- <separator orientation="vertical"/>
- <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"/>
- <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"
- widget="selection" string="Sales Team">
- <filter icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My Sales Team(s)" />
- </field>
- <newline/>
- <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'}" />
- <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 name="name" string="Phonecalls"/>
+ <field name="date"/>
+ <separator/>
+ <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
+ <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), ('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"/>
+ <field name="user_id"/>
+ <field name="section_id" string="Sales Team"/>
+ <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"/>
+ </group>
+ </search>
</field>
</record>
projects / odoo / odoo.git / blobdiff