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<?xml version="1.0"?>
<openerp >
<data >
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# ------------------------------------------------------
# Phonecall Categories
# ------------------------------------------------------
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<record id= "crm_phonecall_categ_action" model= "ir.actions.act_window" >
<field name= "name" > Phonecall Categories</field>
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<field name= "res_model" > crm.case.categ</field>
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<field name= "view_type" > form</field>
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<field name= "view_id" ref= "crm.crm_case_categ_tree-view" />
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<field name= "domain" > [('object_id.model', '=', 'crm.phonecall')]</field>
<field name= "context" > {'object_id':'crm.phonecall'}</field>
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</record>
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<menuitem action= "crm_phonecall_categ_action" id= "menu_crm_case_phonecall-act" parent= "crm.menu_crm_case_categ" />
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# ------------------------------------------------------
# Fund Stage
# ------------------------------------------------------
<record id= "crm_phonecall_stage_act" model= "ir.actions.act_window" >
<field name= "name" > Phonecall Stages</field>
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<field name= "res_model" > crm.case.stage</field>
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<field name= "view_type" > form</field>
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<field name= "view_id" ref= "crm.crm_case_stage_tree" />
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<field name= "domain" > [('object_id.model', '=', 'crm.phonecall')]</field>
<field name= "context" > {'object_id':'crm.phonecall'}</field>
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</record>
<menuitem action= "crm_phonecall_stage_act" id= "menu_crm_phonecall_stage_act" parent= "crm.menu_crm_case_stage" />
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# ------------------------------------------------------
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# Phone Calls
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# ------------------------------------------------------
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<record model= "ir.ui.view" id= "crm_case_phone_tree_view" >
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<field name= "name" > CRM - Phone Calls Tree</field>
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<field name= "model" > crm.phonecall</field>
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<field name= "type" > tree</field>
<field name= "arch" type= "xml" >
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<tree string= "Phone Calls" colors= "red:state=='open';black:state in ('draft', 'cancel','done','pending')" >
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<field name= "date" string= "Date" />
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<field name= "name" string= "Call Summary" />
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<field name= "partner_id" string= "Partner" />
<field name= "partner_address_id" string= "Contact" />
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<field name= "opportunity_id" />
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<button string= "Opportunity" name= "%(wizard_crm_phonecall_opportunity_set)d" type= "action" attrs= "{'invisible':[('opportunity_id','!=',False)]}" />
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<button string= "Meeting"
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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</tree>
</field>
</record>
<record model= "ir.ui.view" id= "crm_case_phone_incomming_tree_view" >
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<field name= "name" > CRM - Phone Calls Tree</field>
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<field name= "model" > crm.phonecall</field>
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<field name= "type" > tree</field>
<field name= "arch" type= "xml" >
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<tree string= "Phone Calls" editable= "bottom" colors= "red:state=='open';black:state in ('draft', 'cancel','done','pending')" >
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<field name= "date" string= "Date" />
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<field name= "name" string= "Call Summary" />
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<field name= "partner_id" string= "Partner" />
<field name= "partner_address_id" string= "Contact" />
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<group col= "2" >
<field name= "opportunity_id" />
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<button string= "Opportunity" name= "%(wizard_crm_phonecall_opportunity_set)d" type= "action" attrs= "{'invisible':[('opportunity_id','!=',False)]}" />
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<button string= "Meeting"
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name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
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</group>
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</tree>
</field>
</record>
<record model= "ir.ui.view" id= "crm_case_phone_form_view" >
<field name= "name" > CRM - Phone Call Form</field>
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<field name= "model" > crm.phonecall</field>
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<field name= "type" > form</field>
<field name= "arch" type= "xml" >
<form string= "Claims" >
<group colspan= "4" col= "7" >
<field name= "name" string= "Subject" />
<field name= "section_id" colspan= "1" widget= "selection" />
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<field name= "user_id" string= "Assigned to" select= "2" />
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<button string= "Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
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<newline />
<field name= "date" string= "Planned Date" />
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<field name= "duration" />
<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}"/>
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<button string= "Convert to Opportunity" name= "%(wizard_crm_phonecall_opportunity_set)d" icon= "gtk-index" type= "action" attrs= "{'invisible':[('opportunity_id','!=',False)]}" />
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</group>
<notebook colspan= "4" >
<page string= "General" >
<field name= "categ_id" string= "Direction" select= "1" on_change= "onchange_categ_id(categ_id)" required= "1" />
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<field name= "active" string= "Reminder" />
<group colspan= "2" col= "3" >
<field name= "partner_id" string= "Partner" />
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<button string= "Convert to Partner" icon= "terp-crm" name= "%(wizard_crm_phonecall_partner_create)d" type= "action" attrs= "{'invisible':[('partner_id','!=',False)]}" />
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</group>
<field name= "partner_address_id" string= "Contact" />
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<field name= "partner_phone" />
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<field name= "partner_mobile" />
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<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" >
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<field name= "state" select= "1" />
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<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>
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</page>
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</notebook>
</form>
</field>
</record>
<record model= "ir.ui.view" id= "crm_case_phone_calendar_view" >
<field name= "name" > CRM - Phone Calls Calendar</field>
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<field name= "model" > crm.phonecall</field>
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<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" >
<field name= "name" />
<field name= "partner_id" />
<field name= "categ_id" />
</calendar>
</field>
</record>
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<record id= "view_crm_case_phonecalls_filter" model= "ir.ui.view" >
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<field name= "name" > CRM - Phone Calls Search</field>
<field name= "model" > crm.phonecall</field>
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<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"
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domain="[('categ_id.name','=','Inbound')]"
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separator="1" help="All Inbound Phonecalls"
/>
<filter icon= "gtk-redo"
string="Outbound"
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domain="[('categ_id.name','=','Outbound')]"
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separator="1" help="All Outbound Phonecalls"
/>
<separator orientation= "vertical" />
<filter icon= "gtk-home" string= " Today "
separator="1"
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domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
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help="Todays's Phonecalls"
/>
<filter icon= "gtk-media-rewind"
string=" 7 Days " separator="1"
help="Phonecalls during last 7 days"
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domain="[('date','< ', time.strftime('%%Y-%%m-%%d')), ('date','> =',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
</group>
<separator orientation= "vertical" />
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<group col= "6" colspan= "2" >
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<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>
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<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>
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</group>
</search>
</field>
</record>
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</data>
</openerp>