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[IMP]: crm: Improvement in views

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bzr revid: rpa@openerp.co.in-20100208084404-xsxa7zo5cslmflx5
This commit is contained in:
rpa (Open ERP)
2010-02-08 14:14:04 +05:30
parent b183ca84b9
commit 4a02735efc
8 changed files with 135 additions and 103 deletions
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addons/crm/crm_claims_view.xml
+38 -25
View File
@@ -50,37 +50,49 @@
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="6">
<group colspan="4" col="4">
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" string="Responsible" select="2"/>
<newline/>
<field name="section_id" widget="selection"/>
<field name="date" string="Date of Claim"/>
<field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="planned_cost" string="Claim Cost"/>
</group>
<group colspan="4" col="4">
<notebook>
<page string="Claims Info">
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<field name="email_from"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<newline/>
<field name="planned_cost" string="Claim Cost"/>
<field name="probability"/>
<newline/>
<field name="priority"/>
<field name="type_id" string="Type of Action" select="1"/>
<field name="ref"/>
<field name="ref2"/>
<separator colspan="4" string="Communication"/>
<group colspan="4" col="4">
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)" />
<field name="partner_address_id" string="Contact"
on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<field name="partner_phone"/>
<field name="partner_mobile"/>
<field name="email_from"/>
</group>
<separator colspan="4" string="Status and Categarization"/>
<group colspan="4" col="6">
<field name="user_id" string="Responsible" select="2"/>
<field name="section_id" widget="selection"/>
<field name="probability"/>
<label string="Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="categ_id" select="1" widget="selection"
on_change="onchange_categ_id(categ_id)"
domain="[('object_id.model', '=', 'crm.claim')]" />
<field name="type_id" string="Type of Action" select="1"
domain="[('object_id.model', '=', 'crm.claim')]" />
<field name="priority"/>
</group>
<separator colspan="4" string="References"/>
<group colspan="4" col="4">
<field name="ref"/>
<field name="ref2"/>
</group>
<separator colspan="4" string="Claim/Action Description"/>
<field name="description" colspan="4" nolabel="1"/>
<separator colspan="4" string="Status"/>
<separator colspan="4" string=""/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
@@ -90,7 +102,7 @@
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active"/>
<field name="canal_id"/>
@@ -139,6 +151,7 @@
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</notebook>
</group>
</form>
</field>
</record>
addons/crm/crm_fund_view.xml
+20 -13
View File
@@ -60,25 +60,32 @@
<field name="arch" type="xml">
<form string="Funds Form">
<group colspan="4" col="6">
<field name="name" select="1" string="Name" colspan="2"/>
<field name="name" select="1" string="Name" colspan="4"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/>
<newline/>
<field name="date" string="Next Meeting"/>
<field name="duration"/>
<field name="type_id" select="1" string="Payment Mode"/>
<field name="type_id" string="Payment Mode" select="1" widget="selection"
domain="[('object_id.model', '=', 'crm.fundraising')]" />
</group>
<notebook colspan="4">
<page string="Funds">
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<newline/>
<field name="email_from" colspan="2"/>
<field name="user_id" select="2" string="Responsible"/>
<separator colspan="4" string="Communication"/>
<group colspan="4" col="4">
<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<field name="email_from" colspan="2"/>
</group>
<separator colspan="4" string="Estimates"/>
<field name="planned_cost"/>
<field name="planned_revenue"/>
<field name="probability"/>
<separator colspan="4" string="Status and Categarization"/>
<group colspan="4" col="6">
<field name="user_id" select="2" string="Responsible"/>
<field name="categ_id" select="1"
on_change="onchange_categ_id(categ_id)" widget="selection"
domain="[('object_id.model', '=', 'crm.fundraising')]" />
<field name="date"/>
<field name="duration"/>
</group>
<separator colspan="4" string="Description Information"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
@@ -92,7 +99,7 @@
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active"/>
<field name="priority" string="Priority"/>
@@ -119,7 +126,7 @@
</form>
</field>
</page>
<page string="Emails">
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
addons/crm/crm_helpdesk_view.xml
+3 -2
View File
@@ -35,6 +35,7 @@
</group>
<notebook colspan="4">
<page string="General">
<separator colspan="4" string="Communication"/>
<group col="8" colspan="4">
<field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
<field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
@@ -58,7 +59,7 @@
<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active" select="2"/>
<field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/>
@@ -86,7 +87,7 @@
</form>
</field>
</page>
<page string="Emails">
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
addons/crm/crm_lead_view.xml
+9 -9
View File
@@ -46,7 +46,7 @@
<group colspan="4" col="4">
<notebook>
<page string="Leads">
<separator colspan="4" string="Communication"/>
<separator colspan="4" string="Communication"/>
<field name="partner_id" string="Partner"
on_change="onchange_partner_id(partner_id)" />
<field name="partner_address_id"
@@ -58,17 +58,17 @@
<group colspan="4" col="6">
<field name="user_id" select="2"/>
<field name="stage_id" select="1" string="Status" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="categ_id" select="1"
on_change="onchange_categ_id(categ_id)"
string="Lead Source" widget="selection"
domain="[('object_id.model', '=', 'crm.opportunity')]" />
<field name="type_id" string="Campaign" select="1"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="priority" string="Priority"/>
<field name="date" string="Create Date"/>
</group>
<separator colspan="4" string="Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
@@ -105,13 +105,13 @@
<field name="date"/>
</tree>
</field>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
<button colspan="4" string="Send New Email"
name="%(crm.wizard_crm_new_send_mail)d"
context="{'mail':'new'}" icon="gtk-go-forward"
type="action" />
</page>
</notebook>
</group>
</form>
</field>
</record>
addons/crm/crm_meeting_view.xml
+3 -3
View File
@@ -115,8 +115,8 @@
<tree string="Meetings Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="id" widget="char"/>
<field name="name" string="Title"/>
<field name="date" string="Next Meeting"/>
<field name="section_id" widget="selection"/>
<field name="date" string="Meeting Date"/>
<field name="section_id" />
<field name="priority"/>
<field name="categ_id"/>
<field name="user_id"/>
@@ -162,7 +162,7 @@
<search string="Search Meetings">
<group col="12" colspan="4">
<filter icon="terp-crm" string="My Meetings" domain="[('user_id','=',uid)]" help="My Meetings"/>
<filter icon="terp-crm" string="Draft" domain="[('state','in',('draft', 'open'))]" default="1" help="Current Meetings"/>
<filter icon="terp-crm" string="Current" domain="[('state','in',('draft', 'open'))]" default="1" help="Current Meetings"/>
<filter icon="terp-crm" string="Confirmed" domain="[('state','=','done')]" help="Confirmed Meetings"/>
<separator orientation="vertical"/>
<field name="name" select="1" string="Subject"/>
addons/crm/crm_opportunity_view.xml
+2 -2
View File
@@ -91,7 +91,7 @@
</group>
</page>
<page string="History">
<page string="History" groups="base.group_extended">
<field name="active"/>
<field name="canal_id"/>
<field name="som"/>
@@ -116,7 +116,7 @@
</form>
</field>
</page>
<page string="Emails">
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
addons/crm/crm_phonecall_view.xml
+58 -47
View File
@@ -77,53 +77,64 @@
<field name="model">crm.phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Phone Call">
<group colspan="4" col="4">
<field name="name" string="Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" string="Assigned to" select="2"/>
<field name="date" string="Planned Date"/>
<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}"/>
<newline/>
<group col="5" colspan="4">
<label string="" colspan="2"/>
<button string="Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
<button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" />
</group>
<notebook colspan="4">
<page string="General">
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1" readonly="1"/>
<field name="active" string="Reminder"/>
<group colspan="2" col="3">
<field name="partner_id" string="Partner"/>
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_phonecall_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}" />
</group>
<field name="partner_address_id" string="Contact"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<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">
<field name="state" select="1"/>
<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>
</page>
</notebook>
</group>
</form>
<form string="Phone Call">
<group colspan="4" col="4">
<field name="name" string="Subject" />
<field name="date" string="Planned Date" />
<field name="partner_phone" />
<field name="duration" />
<newline />
<group col="7" colspan="4">
<label string="" colspan="2" />
<button string="Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo"
type="action" />
<button string="Convert to Opportunity"
name="%(wizard_crm_phonecall_opportunity_set)d"
icon="gtk-index" type="action"
attrs="{'invisible':[('opportunity_id','!=',False)]}" />
<button string="Convert to Partner"
icon="terp-crm"
name="%(wizard_crm_phonecall_partner_create)d"
type="action"
attrs="{'invisible':[('partner_id','!=',False)]}" />
</group>
<group colspan="4" col="4">
<notebook colspan="4">
<page string="General">
<separator colspan="4" string="Communication" />
<field name="partner_id" />
<field name="partner_address_id" string="Contact" />
<field name="partner_mobile" />
<separator colspan="4" string="Status and Categarization" />
<group colspan="4" col="6">
<field name="user_id" string="Assigned to" select="2" />
<field name="section_id" colspan="1" widget="selection" />
<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}" />
<field name="som" />
<field name="priority" />
<field name="active" string="Reminder" />
</group>
<separator string="Description" colspan="4" />
<field name="description" nolabel="1" colspan="4" />
<separator colspan="4" />
<group col="8" colspan="4">
<field name="state" select="1" />
<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>
</page>
</notebook>
</group>
</group>
</form>
</field>
</record>
addons/crm/crm_view.xml
+2 -2
View File
@@ -372,7 +372,7 @@
<button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
</group>
</page>
<page string="History">
<page string="History" groups="base.group_extended">
<field name="id" select="1"/>
<field name="active" select="2"/>
<separator colspan="4" string="Dates"/>
@@ -390,7 +390,7 @@
</form>
</field>
</page>
<page string="Emails">
<page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>