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Viewing changes to crm/crm_phonecall_view.xml

  • Committer: Joël Grand-Guillaume
  • Date: 2010-04-08 09:00:10 UTC
  • mfrom: (2533.3.664)
  • Revision ID: joel.grandguillaume@camptocamp.com-20100408090010-c0pqjan341s18bxs
[MRG] Merge from last trunk

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Lines of Context:
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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">{'object_id':'crm.phonecall'}</field>
 
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        <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
 
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        <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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    # ------------------------------------------------------
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    # Phonecall Stage
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    # ------------------------------------------------------
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            <record id="crm_phonecall_stage_act" model="ir.actions.act_window">
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                <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>
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                        <field name="context">{'object_id':'crm.phonecall'}</field>
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            </record>
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          <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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      Resource Type
 
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    # ------------------------------------------------------
 
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        <record id="crm_phonecall_resource_act" model="ir.actions.act_window">
 
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            <field name="name">Phonecall Resource Type</field>
 
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            <field name="res_model">crm.case.resource.type</field>
 
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            <field name="view_type">form</field>
 
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            <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
 
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                <field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
 
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                <field name="context">{'object_id':'crm.phonecall'}</field>
 
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        </record>
 
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      <menuitem action="crm_phonecall_resource_act" id="menu_crm_phonecall_resource_act" parent="crm.menu_crm_case_resource_type"/>
 
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    # ------------------------------------------------------
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    # Phone Calls
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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" 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"/>
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                <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>
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        </field>
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    </record>
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    <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>
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        <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"/>
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                <field name="partner_address_id" string="Contact"/>
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                <group col="2">
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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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                </group>
 
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            <tree string="Phone Calls" colors="grey:state in ('cancel','done');blue:state in ('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"/>
 
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                <field name="partner_contact"/>
 
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                <field name="partner_phone"/>                
 
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                <field name="user_id"/>
 
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                <button string="Opportunity" 
 
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                    name="%(wizard_crm_phonecall_opportunity_set)d"
 
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                    states="draft,open,pending"
 
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                    type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
 
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                <button string="Meeting"
 
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                    states="draft,open,pending"
 
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                    name="%(wizard_crm_phonecall_meeting_set)d"  type="action" />
 
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                <field name="state"/>
 
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                <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 
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                <button name="case_close" string="Held" states="open,draft,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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                <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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            </tree>
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        </field>
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    </record>
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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="4" col="4">
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                                <field name="name" string="Subject" />
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                                <field name="date" string="Planned Date" />
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                                <field name="partner_phone" />
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                                <field name="duration" />
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                                <newline />
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                                <group col="7" colspan="4">
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                                        <label string="" colspan="2" />
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                                        <button string="Schedule a Meeting"
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                                                name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo"
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                                                type="action" />
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                                        <button string="Convert to Opportunity"
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                                                name="%(wizard_crm_phonecall_opportunity_set)d"
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                                                icon="gtk-index" type="action"
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                                                attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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                                        <button string="Convert to Partner"
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                                                icon="terp-crm"
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                                                name="%(wizard_crm_phonecall_partner_create)d"
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                                                type="action"
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                                                attrs="{'invisible':[('partner_id','!=',False)]}" />
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                                </group>
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                                <group colspan="4" col="4">
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                                        <notebook colspan="4">
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                                                <page string="General">
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                                                        <separator colspan="4" string="Communication" />
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                                                        <field name="partner_id" />
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                                                        <field name="partner_address_id" string="Contact" />
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                                                        <field name="partner_mobile" />
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                                                        <separator colspan="4" string="Status and Categarization" />
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                                                        <group colspan="4" col="6">
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                                                                <field name="user_id" string="Assigned to" select="2" />
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                                                                <field name="section_id" colspan="1" widget="selection" />
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                                                                <field name="opportunity_id"
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                                                                        on_change="onchange_case_id(case_id, name, partner_id)"
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                                                                        context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
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                                                                'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
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                                                                'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}" />
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                                                                <field name="som" />
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                                                                <field name="priority" />
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                                                                <field name="active" string="Reminder" />
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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" select="1" />
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                                                                <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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                                                <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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                                                <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
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                                                <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
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                                                <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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                                                        </group>
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                                                </page>
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                                        </notebook>
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                                </group>
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                        </group>
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                </form>
 
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            <form string="Phone Call">
 
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                <group colspan="4" col="7">
 
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                    <field name="name" string="Call Summary"/>
 
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                    <field name="date" string="Planned Date"/>
 
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                    <field name="user_id"/>
 
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                    <button string="Schedule a Meeting"
 
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                        name="%(wizard_crm_phonecall_meeting_set)d"
 
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                        icon="gtk-redo"
 
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                        type="action" />
 
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                    <newline/>
 
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                    <field name="partner_phone"/>
 
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                    <field name="duration"/>
 
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                    <field name="section_id" colspan="1" widget="selection" />
 
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                    <button string="Convert to Opportunity"
 
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                        name="%(wizard_crm_phonecall_opportunity_set)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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                    <button string="Create a Partner"
 
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                        icon="terp-crm"
 
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                        name="%(wizard_crm_phonecall_partner_create)d"
 
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                        type="action"
 
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                        attrs="{'invisible':[('partner_id','!=',False)]}" />
 
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                    <newline/>
 
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                    <field name="partner_address_id" string="Contact" />
 
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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="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" select="1" />
 
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                    <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
 
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                    <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 
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                    <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
 
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                    <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
 
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                    <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
 
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                </group>
 
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            </form>
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        </field>
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    </record>
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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"/>
149
 
                <field name="partner_id"/>
150
 
                <field name="categ_id"/>
 
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                <field name="partner_id"/>                
151
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            </calendar>
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        </field>
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    </record>
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        <field name="type">search</field>
159
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        <field name="arch" type="xml">
160
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            <search string="Search Phonecalls">
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               <group col="6" colspan="1">
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                   <filter icon="gtk-home" string="   Today   "
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                        separator="1"
164
 
                        domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
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                        help="Todays's Phonecalls"
166
 
                   />
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                   <filter icon="gtk-media-rewind"
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                        string="    7 Days    " separator="1"
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                        help="Phonecalls during last 7 days"
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                        domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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                   />
 
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               <filter icon="gtk-home" string="Today"
 
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                   domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('date','&gt;=',datetime.strftime('%%Y-%%m-%%d 00:00:00'))]"
 
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                   help="Todays's Phonecalls"
 
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               />
 
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               <filter icon="gtk-media-rewind"
 
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                   string="7 Days"
 
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                   help="Phonecalls during last 7 days"
 
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                   domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 
152
               />
 
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               <separator orientation="vertical"/>
 
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               <field name="name" string="Call Summary"/>
 
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               <field name="partner_id"/>
 
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               <field name="user_id" widget="selection">
 
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                   <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
 
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                   <filter icon="terp-partner" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
 
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               </field>
 
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               <field name="state">
 
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                   <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current" default="1"/>
 
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               </field>
 
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               <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
 
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                   <filter icon="terp-crm"
 
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                       domain="[('section_id','=',context.get('section_id',False))]"
 
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                       help="My section"/>
 
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               </field>
 
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               <newline/>
 
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               <group expand="1" string="Group By..." colspan="4">
 
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                   <filter string="Partner" icon="terp-crm" domain="[]"  context="{'group_by':'partner_id'}"/>
 
171
                   <filter string="Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
 
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                   <separator orientation="vertical"/>
 
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                   <filter string="Creation" icon="terp-project" domain="[]" context="{'group_by':'create_date'}"/>
 
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                   <filter string="Date" icon="terp-project" domain="[]" context="{'group_by':'date'}"/>
172
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               </group>
173
 
               <separator orientation="vertical"/>
174
 
               <group col="6" colspan="2">
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                        <field name="name" select='1' string="Subject"/>
176
 
                        <field name="user_id" select="1" widget="selection">
177
 
                                <filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
178
 
                   </field>
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                   <field name="state" select="1">
180
 
                       <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current " default="1"/>
181
 
                   </field>
182
 
                                        <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
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                                                <filter icon="terp-crm"
184
 
                               domain="[('section_id','=',context.get('section_id',False))]"
185
 
                               help="My section"/>
186
 
                                        </field>
187
 
                   </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>