<!-- Partners inherited form -->
- <record id="view_crm_partner_info_form1" model="ir.ui.view">
+ <record id="view_crm_partner_info_form1" model="ir.ui.view">
<field name="name">res.partner.crm.info.inherit1</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">
- <page string="CRM" position="inside">
- <field name="meeting_ids" colspan="4" nolabel="1" >
- <tree string="Meetings" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
- <field name="name" string="Subject" />
- <field name="date" string="Start Date" />
- <field name="date_deadline" string="End Date"/>
- <field name="user_id" string="Responsible"/>
- </tree>
- </field>
- </page>
- </field>
- </record>
+ <page string="History" position="inside">
+ <field name="opportunity_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
+ <tree string="Leads and Opportunities" colors="blue:state=='pending';gray:state=='cancel'">
+ <field name="create_date"/>
+ <field name="name"/>
+ <field name="type"/>
+ <field name="stage_id"/>
+ <button name="stage_previous" string="Previous"
+ states="open,pending" type="object" icon="gtk-go-back" />
+ <button name="stage_next" string="Next"
+ states="open,pending" type="object"
+ icon="gtk-go-forward" />
+ <field name="user_id" />
+ <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="Close"
+ states="open,draft,pending" type="object"
+ icon="gtk-close" />
+ <button string="Convert to Opportunity"
+ name="convert_opportunity"
+ states="draft,open,pending" icon="gtk-index"
+ type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
+ <button name="case_escalate" string="Escalate"
+ states="open,draft,pending" type="object"
+ icon="gtk-go-up" />
+ </tree>
+ </field>
+ <field name="meeting_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
+ <tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
+ <field name="user_id" string="Responsible"/>
+ <field name="name" string="Subject" />
+ <field name="date" string="Start Date" />
+ <field name="date_deadline" string="End Date"/>
+ </tree>
+ </field>
+ <field name="phonecall_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
+ <tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
+ <field name="date" string="Date"/>
+ <field name="name" string="Call Summary"/>
+ <field name="categ_id" string="Type" widget="selection"/>
+ <field name="user_id"/>
+ <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>
+ <form string="Phone Call">
+ <group colspan="6" col="7">
+ <field name="name" required="1"/>
+ <field name="partner_phone" attrs="{'required': [('categ_id.name', '=', 'Outbound')]}"/>
+ <field name="duration" widget="float_time" required="1"/>
+ <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
- <record id="view_crm_partner_info_form2" model="ir.ui.view">
- <field name="name">res.partner.crm.info.inherit2</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">
- <page string="CRM" position="inside">
- <field name="phonecall_ids" colspan="4" nolabel="1" />
- </page>
- </field>
- </record>
+ <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" />
- <record id="view_crm_partner_info_form3" model="ir.ui.view">
- <field name="name">res.partner.crm.info.inherit3</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">
- <page string="CRM" position="inside">
- <field name="opportunity_ids" colspan="4" nolabel="1" domain="[('type', '=', 'opportunity')]">
- <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
- <field name="create_date"/>
- <field name="partner_name"/>
- <field name="name"/>
- <field name="email_from"/>
- <field name="phone"/>
-
- <field name="categ_id" invisible="1"/>
- <field name="type_id" invisible="1"/>
- <field name="referred" invisible="1"/>
+ </group>
- <field name="stage_id"/>
- <button name="stage_previous" string="Previous"
- states="open,pending" type="object" icon="gtk-go-back" />
- <button name="stage_next" string="Next"
- states="open,pending" type="object"
- icon="gtk-go-forward" />
- <field name="section_id"
- invisible="context.get('invisible_section', True)" />
- <field name="user_id" />
- <field name="state" />
- <button name="case_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" />
- <button name="case_close" string="Close"
- states="open,draft,pending" type="object"
- icon="gtk-close" />
- <button string="Convert to Opportunity"
- name="convert_opportunity"
- states="draft,open,pending" icon="gtk-index"
- type="object" />
- <button name="case_escalate" string="Escalate"
- states="open,draft,pending" type="object"
- icon="gtk-go-up" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
- </tree>
- </field>
+ <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="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>
</page>
</field>
</record>
-
</data>
</openerp>
projects / odoo / odoo.git / blobdiff