Ravi Gohil
126ba0a9a8
When opening a lead/opportunity from the phonecalls view, we did not open the correct view (always the lead). This will use the type of the crm.lead to determine which view should be used, opw 608493.
204 lines
10 KiB
XML
204 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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<button name="case_open" string="Confirm" type="object"
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states="draft,pending" icon="gtk-go-forward"/>
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<button name="case_close" string="Held" type="object"
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states="open,pending" icon="gtk-jump-to"/>
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<button name="case_cancel" string="Cancel" type="object"
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states="draft,open,pending" icon="gtk-cancel"/>
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<button name="case_reset" string="Reset to Todo" type="object"
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states="cancel" icon="gtk-convert"/>
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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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<button name="case_close" string="Call Done" type="object" class="oe_highlight"
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states="open,pending"/>
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<button name="case_reset" string="Reset to Todo" type="object"
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states="cancel"/>
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<button name="case_cancel" string="Cancel Call" type="object"
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states="draft,open,pending"/>
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<field name="state" widget="statusbar" nolabel="1" statusbar_visible="open,done"/>
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</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'))]}"/>
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<button string="Schedule Other Call"
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name="%(phonecall_to_phonecall_act)d"
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type="action"/>
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<button string="Schedule a Meeting" name="action_make_meeting" type="object"/>
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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"/>
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<field name="duration" widget="float_time"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<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"
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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"/>
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<field name="opportunity_id" on_change="on_change_opportunity(opportunity_id)" context="{'opportunity_id': 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="onchange_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"/>
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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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<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="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'}"/>
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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="Date" icon="terp-go-month" domain="[]" 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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