201 lines
10 KiB
XML
201 lines
10 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Phonecall Categories Form View -->
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<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
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<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.
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</p><p>
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Create specific phone call categories to better define the type of
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calls tracked in the system.
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</p>
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</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"/>
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<field name="name"/>
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<field name="partner_id"/>
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<button string="Meeting"
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states="open,pending"
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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"/>
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<field name="user_id"/>
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<field name="categ_id" invisible="1"/>
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<field name="create_date" invisible="1"/>
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<field name="opportunity_id" invisible="1"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<!-- Phonecalls Form View -->
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<record model="ir.ui.view" id="crm_case_phone_form_view">
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<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>
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<field name="state" nolabel="1" widget="statusbar" clickable="True"/>
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</header>
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<sheet string="Phone Call">
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<div class="oe_right oe_button_box">
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<button class="oe_inline oe_stat_button" type="object" name="action_button_convert2opportunity"
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icon="fa-star" attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"
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help="Convert To Opportunity">
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<div>Convert To<br/>Opportunity</div>
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</button>
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<button class="oe_inline oe_stat_button" type="action"
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name="%(phonecall_to_phonecall_act)d" icon="fa-phone">
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<div>Schedule<br/>Other Call</div>
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</button>
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<button class="oe_inline oe_stat_button" name="action_make_meeting" type="object" icon="fa-calendar fa-fw">
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<div>Schedule<br/>A Meeting</div>
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</button>
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</div>
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<div class="oe_title">
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<div class="oe_edit_only">
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<label for="name"/>
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</div>
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<h1><field name="name" required="1"/></h1>
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<div class="oe_edit_only">
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<label for="partner_phone" string="Phone"/>
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</div>
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<h2><field name="partner_phone"/></h2>
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</div>
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<group col="4">
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<field name="date"/>
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<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
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<label for="duration"/>
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<div>
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<field name="duration" widget="float_time" class="oe_inline" style="vertical-align:baseline"/> <b> min(s)</b>
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</div>
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<field name="section_id" colspan="1" widget="selection"
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groups="base.group_multi_salesteams"/>
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<field name="partner_id" on_change="on_change_partner_id(partner_id)"/>
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<field name="categ_id" widget="selection"
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domain="[('object_id.model', '=', 'crm.phonecall')]"/>
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<field name="partner_mobile"/>
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<field name="priority" widget="priority"/>
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<field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)"/>
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</group>
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<field name="description" placeholder="Description..."/>
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</sheet>
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<div class="oe_chatter">
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<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>
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</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>
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<field name="arch" type="xml">
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<tree string="Phone Calls" editable="top">
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<field name="date"/>
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<field name="name"/>
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<field name="partner_id"
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on_change="on_change_partner_id(partner_id)"/>
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<field name="partner_phone"
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invisible="1"/>
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<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
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<field name="categ_id" widget="selection"
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domain="[('object_id.model', '=', 'crm.phonecall')]"
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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"
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icon="terp-call-start"
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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"
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icon="gtk-index"
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type="object" attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
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</tree>
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</field>
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</record>
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<!-- Phonecalls Calendar View -->
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<record model="ir.ui.view" id="crm_case_phone_calendar_view">
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<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"/>
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<field name="arch" type="xml">
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<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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<field name="partner_id"/>
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</calendar>
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</field>
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</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>
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<field name="model">crm.phonecall</field>
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<field name="arch" type="xml">
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<search string="Search Phonecalls">
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<field name="name" string="Phonecalls"/>
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<field name="date"/>
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<field name="state"/>
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<separator/>
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<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
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<separator/>
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<filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
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<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
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<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)]"
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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" operator="child_of"/>
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<field name="user_id"/>
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<field name="opportunity_id"/>
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<field name="section_id" string="Sales Team"
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groups="base.group_multi_salesteams"/>
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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'}"/>
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<filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Creation" icon="terp-go-month" help="Creation Date" domain="[]" context="{'group_by':'create_date'}"/>
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<filter string="Calls Month" icon="terp-go-month" domain="[]" context="{'group_by':'date'}" help="Calls Date by Month"/>
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</group>
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</search>
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</field>
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</record>
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</data>
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</openerp>
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