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<?xml version="1.0"?>
<openerp >
<data >
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<!-- Phonecall Categories Form View -->
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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>
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<field name= "context" eval= "{'object_id': ref('model_crm_phonecall')}" />
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<field name= "help" type= "html" >
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<p class= "oe_view_nocontent_create" >
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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>
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</record>
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<menuitem action= "crm_phonecall_categ_action" name= "Categories"
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id="menu_crm_case_phonecall-act" parent="menu_crm_config_phonecall" groups="base.group_no_one"/>
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<!-- Phonecalls Tree View -->
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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= "arch" type= "xml" >
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<tree colors= "gray:state in ('cancel','done');blue:state in ('pending',)" string= "Phone Calls" >
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<field name= "date" />
<field name= "name" />
<field name= "partner_id" />
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<button string= "Meeting"
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states="open,pending"
name="action_make_meeting"
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icon="gtk-redo"
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type="object"/>
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<button string= "Convert to Opportunity"
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type="object"
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name="action_button_convert2opportunity"
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states="open,pending"
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icon="gtk-index"
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attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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<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" />
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<field name= "state" />
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<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"/>
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<button name= "case_reset" string= "Reset to Todo" type= "object"
states="cancel" icon="gtk-convert"/>
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</tree>
</field>
</record>
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<!-- Phonecalls Form View -->
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<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= "arch" type= "xml" >
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<form string= "Phone Call" version= "7.0" >
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<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"/>
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<button name= "case_cancel" string= "Cancel Call" type= "object"
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states="draft,open,pending"/>
<field name= "state" widget= "statusbar" nolabel= "1" statusbar_visible= "open,done" />
</header>
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<sheet string= "Phone Call" >
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<div class= "oe_right" >
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<button string= "Convert to Opportunity"
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type="object"
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name="action_button_convert2opportunity"
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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" >
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<label for= "name" />
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</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>
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<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)" />
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<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() -->
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<field name= "categ_id" widget= "selection"
domain="[('object_id.model', '=', 'crm.phonecall')]"/>
<field name= "partner_mobile" />
<field name= "priority" />
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<field name= "opportunity_id" on_change= "on_change_opportunity(opportunity_id)" />
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</group>
<field name= "description" placeholder= "Description..." />
</sheet>
<div class= "oe_chatter" >
<field name= "message_follower_ids" widget= "mail_followers" />
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<field name= "message_ids" widget= "mail_thread" />
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</div>
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</form>
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</field>
</record>
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<!-- Logged Phonecalls Tree View -->
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<record model= "ir.ui.view" id= "crm_case_inbound_phone_tree_view" >
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<field name= "name" > CRM - Logged Phone Calls Tree</field>
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<field name= "model" > crm.phonecall</field>
<field name= "arch" type= "xml" >
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<tree string= "Phone Calls" editable= "top" >
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<field name= "date" />
<field name= "name" />
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<field name= "partner_id"
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on_change="onchange_partner_id(partner_id)"/>
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<field name= "partner_phone"
invisible="1"/>
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<field name= "user_id" />
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<field name= "categ_id" widget= "selection"
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domain="[('object_id.model', '=', 'crm.phonecall')]"
invisible="1"/>
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<field name= "state" invisible= "1" />
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<field name= "create_date" invisible= "1" />
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<field name= "opportunity_id" invisible= "1" on_change= "on_change_opportunity(opportunity_id)" />
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<button string= "Schedule Other Call"
icon="terp-call-start"
name="%(phonecall_to_phonecall_act)d"
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type="action"/>
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<button string= "Meeting"
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icon="gtk-redo"
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name="action_make_meeting" type="object"/>
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<button string= "Convert to Opportunity"
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name="action_button_convert2opportunity"
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states="open,pending"
icon="gtk-index"
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type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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</tree>
</field>
</record>
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<!-- Phonecalls Calendar View -->
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<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= "priority" eval= "2" />
<field name= "arch" type= "xml" >
<calendar string= "Phone Calls" date_start= "date" color= "user_id" date_delay= "duration" >
<field name= "name" />
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<field name= "partner_id" />
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</calendar>
</field>
</record>
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<!-- Phonecalls Search View -->
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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= "arch" type= "xml" >
<search string= "Search Phonecalls" >
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<field name= "name" string= "Phonecalls" />
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<field name= "date" />
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<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 />
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<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"/>
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<field name= "partner_id" />
<field name= "user_id" />
<field name= "section_id" string= "Sales Team" />
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<group expand= "0" string= "Group By..." >
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<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" />
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</group>
</search>
</field>
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</record>
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</data>
</openerp>