285 lines
14 KiB
XML
285 lines
14 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">Create specific phone call categories to better define the type of calls tracked in the system.</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="type">tree</field>
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<field name="arch" type="xml">
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<tree fonts="bold:needaction_pending==True" colors="gray:state in ('cancel','done');blue:state in ('pending',)" string="Phone Calls">
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<field name="needaction_pending" invisible="1"/>
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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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<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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<button string="Convert to Opportunity"
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name="%(phonecall2opportunity_act)d"
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states="open,pending"
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icon="gtk-index"
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type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<button string="Meeting"
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states="open,pending" icon="gtk-redo"
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name="action_make_meeting" type="object" />
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<field name="state"/>
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<button name="case_cancel" string="Cancel" states="open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_open" string="Todo" states="pending" type="object" icon="gtk-go-forward"/>
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<button name="case_close" string="Held" states="open,pending" type="object" icon="gtk-jump-to"/>
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<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
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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="type">form</field>
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<field name="arch" type="xml">
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<form string="Phone Call">
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<group colspan="6" col="7">
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<field name="name" required="1"/>
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<field name="partner_phone"/>
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<field name="duration" widget="float_time"/>
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<button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
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<field name="date"/>
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<field name="user_id"/>
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<field name="section_id" colspan="1" widget="selection" />
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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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<label colspan="6" string=""/>
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<button string="Convert to Opportunity"
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name="%(phonecall2opportunity_act)d"
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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</group>
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<group col="3" colspan="2">
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<separator colspan="3" string="Contacts" />
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id)" />
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<button string="Create a Partner"
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icon="terp-partner"
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name="%(action_crm_phonecall2partner)d"
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type="action"
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attrs="{'invisible':[('partner_id','!=',False)]}"
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groups="base.group_partner_manager"/>
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<newline/>
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<newline/>
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<field name="partner_mobile" />
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization" />
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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="priority"/>
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<field name="opportunity_id"/>
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</group>
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<separator string="Description" colspan="4" />
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<field name="description" nolabel="1" colspan="4" />
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<separator colspan="4" />
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<group col="8" colspan="4">
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<field name="state" widget="statusbar" statusbar_visible="open,done" statusbar_colors='{"pending":"red"}' select="1"/>
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<button name="case_cancel" string="Cancel"
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states="open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_open" string="Todo"
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states="pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Not Held"
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states="open" type="object" icon="gtk-media-pause" />
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<button name="case_close" string="Held"
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states="open,pending" type="object"
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icon="gtk-jump-to" />
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<button name="case_reset" string="Reset to Todo"
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states="cancel" type="object"
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icon="gtk-convert" />
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</group>
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<field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
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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="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Phone Calls" fonts="bold:needaction_pending==True" editable="top">
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<field name="needaction_pending" invisible="1"/>
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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="onchange_partner_id(partner_id)"
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string="Partner" />
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<field name="partner_phone"
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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')]"
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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"/>
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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="%(phonecall2opportunity_act)d"
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states="open,pending"
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icon="gtk-index"
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type="action" 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="type">calendar</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="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Phonecalls">
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<filter icon="terp-go-today" string="Today"
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domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),
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('date','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
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name="today"
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help="Todays's Phonecalls"
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/>
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<filter icon="terp-go-week"
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string="7 Days"
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help="Phonecalls during last 7 days"
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domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
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<separator orientation="vertical"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id">
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<filter icon="terp-personal-"
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domain="[('user_id','=',False)]"
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help="Unassigned Phonecalls" />
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</field>
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<field name="section_id"
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widget="selection" string="Sales Team">
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<filter icon="terp-personal+"
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My Sales Team(s)" />
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner" domain="[]"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<separator orientation="vertical" />
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<filter string="Creation" icon="terp-go-month" help="Creation Date"
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domain="[]" context="{'group_by':'create_date'}" />
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<filter string="Date" icon="terp-go-month" domain="[]"
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context="{'group_by':'date'}" help="Date of Call" />
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</group>
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</search>
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</field>
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</record>
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<!-- Scheduled a phonecall search view-->
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<record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
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<field name="name">CRM - Scheduled Calls Search</field>
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<field name="model">crm.phonecall</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Scheduled Phonecalls">
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<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-go-today" string="Today"
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domain="[('date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),
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('date','>=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
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name="today"
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help="Todays's Phonecalls"
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/>
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<filter icon="terp-go-week"
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string="7 Days"
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help="Phonecalls during last 7 days"
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domain="[('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
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<separator orientation="vertical"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id">
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<filter icon="terp-personal-"
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domain="[('user_id','=',False)]"
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help="Unassigned Phonecalls" />
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</field>
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<field name="section_id"
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widget="selection" string="Sales Team">
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<filter icon="terp-personal+"
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My Sales Team(s)" />
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Partner" icon="terp-partner" domain="[]"
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context="{'group_by':'partner_id'}" />
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<filter string="Responsible" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<separator orientation="vertical" />
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<filter string="Creation" icon="terp-go-month" help="Creation Date"
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domain="[]" context="{'group_by':'create_date'}" />
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<filter string="Date" icon="terp-go-month" domain="[]"
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context="{'group_by':'date'}" help="Date of Call" />
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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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