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added views and demo data for claims and phone calls 

bzr revid: sahibsofia@gmail.com-20081104102219-1qsv957peetq6suz
This commit is contained in:
Sofia 2008-11-04 15:52:19 +05:30
parent 4713caafb1
commit bc41b4add4
11 changed files with 1118 additions and 1 deletions
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8
addons/crm_configuration/__terp__.py
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@ -45,6 +45,8 @@ meetings, eso.
"crm_meeting_view.xml",
"crm_opportunity_view.xml",
"crm_fund_view.xml",
"crm_claims_view.xml",
"crm_phonecall_view.xml",
"crm_report_view.xml"
],
"demo_xml" : [
@ -54,6 +56,8 @@ meetings, eso.
# "crm_meeting_demo.xml",
# "crm_lead_demo.xml",
# "crm_opportunity_demo.xml",
# "crm_claims_demo.xml",
# "crm_phonecall_demo.xml",
],
"update_xml" : [
# "crm_bugs_data.xml",
@ -69,6 +73,10 @@ meetings, eso.
# "crm_meeting_menu.xml",
# "crm_opportunity_data.xml",
# "crm_opportunity_menu.xml",
# "crm_claims_data.xml",
# "crm_claims_menu.xml",
# "crm_phonecall_data.xml",
# "crm_phonecall_menu.xml",
"security/ir.model.access.csv",
"process/crm_configuration_process.xml",
],

61
addons/crm_configuration/crm_claims_data.xml Normal file
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@ -0,0 +1,61 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support_claims">
<field name="name">Claims</field>
<field name="code">Claim</field>
</record>
<!--
Case Categories
-->
<record model="crm.case.categ" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.categ" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.categ" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<!--
Case Category2
-->
<record model="crm.case.category2" id="category_claim1">
<field name="name">Corrective</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.category2" id="category_claim2">
<field name="name">Preventive</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<!--
Case Stage
-->
<record model="crm.case.stage" id="stage_claim1">
<field name="name">Accepted as Claim</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.stage" id="stage_claim2">
<field name="name">Fixed</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.stage" id="stage_claim3">
<field name="name">Won't fix</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.stage" id="stage_claim4">
<field name="name">Invalid</field>
<field name="section_id" ref="section_support_claims"/>
</record>
<record model="crm.case.stage" id="stage_claim5">
<field name="name">Awaiting Response</field>
<field name="section_id" ref="section_support_claims"/>
</record>
</data>
</openerp>

120
addons/crm_configuration/crm_claims_demo.xml Normal file
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@ -0,0 +1,120 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<record id="crm_case_claim01" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_claim1"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of goods&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
<field name="stage_id" ref="crm_configuration.stage_claim1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim02" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_6"/>
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_claim2"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Damaged Products&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_claim2"/>
<field name="stage_id" ref="crm_configuration.stage_claim5"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim03" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_claim1"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Document related problems&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
<field name="stage_id" ref="crm_configuration.stage_claim2"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_claim04" model="crm.case">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_claim2"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Product quality not maintained&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
<field name="stage_id" ref="crm_configuration.stage_claim5"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim05" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_10"/>
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="category2_id" ref="crm_configuration.category_claim1"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Some products missing&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
<field name="stage_id" ref="crm_configuration.stage_claim3"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_claim06" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_claim2"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of assignments&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_configuration.categ_claim1"/>
<field name="stage_id" ref="crm_configuration.stage_claim4"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
<record id="crm_case_claims07" model="crm.case">
<field eval="1" name="active"/>
<field name="category2_id" ref="crm_configuration.category_claim1"/>
<field name="partner_id" ref="base.res_partner_seagate"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Documents unclear&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_claims"/>
<field eval="&quot; (463) 014-1208&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm_configuration.categ_claim3"/>
<field name="stage_id" ref="crm_configuration.stage_claim2"/>
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>
</data>
</openerp>

190
addons/crm_configuration/crm_claims_menu.xml Normal file
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@ -0,0 +1,190 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<menuitem id="menu_aftersale" name="After-Sale Services" parent="crm.menu_crm"/>
######################## CLAIMS (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_categ_claim0">
<field name="name">All Claims</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_claim0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_claim0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_categ_claim0"/>
</record>
<menuitem name="Claims" id="menu_crm_case_claims" parent="menu_aftersale" action="crm_case_categ_claim0"/>
<!-- My Claims -->
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my1">
<field name="name">My Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,form,calendar</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid)]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my1">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_claim_my1">
<field name="sequence" eval="3"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my1">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my1"/>
</record>
<menuitem name="My Claims" id="menu_crm_case_category_act_claim_my1" action="crm_case_category_act_claim_my1" parent="menu_crm_case_claims"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim1">
<field name="name">Funds</field>
<field name="res_model">crm.case</field>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim1"/>
</record>
<menuitem name="New Claim" id="menu_crm_case_categ0_act_claim" action="crm_case_category_act_claim1" parent="menu_crm_case_category_act_claim_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my2">
<field name="name">My Unclosed Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_my2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my2"/>
</record>
<menuitem name="My Unclosed Claims" id="menu_crm_case_categ0_act_claim_my2" action="crm_case_category_act_claim_my2" parent="menu_crm_case_category_act_claim_my1"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_my3">
<field name="name">My Cancelled Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'user_id\',\'=\',uid),(\'state\',\'=\',\'cancel\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_my3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_my3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_claim_my3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_my3"/>
</record>
<menuitem name="My Cancelled Claims" id="menu_crm_case_categ0_act_claim_my3" action="crm_case_category_act_claim_my3" parent="menu_crm_case_category_act_claim_my1"/>
<!-- All Claims -->
<menuitem name="All Claims" id="menu_crm_case_categ_claim0" action="crm_case_categ_claim0" parent="menu_crm_case_claims"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_all2">
<field name="name">All Unclosed Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'state\',\'&lt;&gt;\',\'done\'),(\'state\',\'&lt;&gt;\',\'cancel\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_all2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_claim_all2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_all2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all2"/>
</record>
<menuitem name="All Unclosed Claims" id="menu_crm_case_categ0_act_claim_all2" action="crm_case_category_act_claim_all2" parent="menu_crm_case_categ_claim0"/>
<record model="ir.actions.act_window" id="crm_case_category_act_claim_all3">
<field name="name">All Cancelled Claims</field>
<field name="res_model">crm.case</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_claims'))+'),(\'state\',\'=\',\'cancel\')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_claim_all3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_claim_all3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_claims_calendar_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_claim_all3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_claims_form_view"/>
<field name="act_window_id" ref="crm_case_category_act_claim_all3"/>
</record>
<menuitem name="All Cancelled Claims" id="menu_crm_case_categ0_act_claim_all3" action="crm_case_category_act_claim_all3" parent="menu_crm_case_categ_claim0"/>
</data>
</openerp>

144
addons/crm_configuration/crm_claims_view.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Claims
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_claims_tree_view">
<field name="name">CRM - Claims Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Claims" colors="red:state=='open'">
<field name="id"/>
<field name="partner_id"/>
<field name="date" string="Date of Claim"/>
<field name="categ_id" string="Type of claim" select="1"/>
<field name="date_closed"/>
<field name="planned_cost" string="Claim Cost"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_claims_form_view">
<field name="name">CRM - Claims Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="6">
<field name="partner_id"/>
<field name="section_id" colspan="1"/>
<newline/>
<field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/>
<field name="date" string="Date of Claim"/>
</group>
<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"/>
<newline/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<newline/>
<separator colspan="4"/>
<field name="planned_cost" string="Claim Cost"/>
<field name="probability"/>
<newline/>
<field name="priority"/>
<field name="category2_id" string="Type of Action" select="1"/>
<field name="stage_id" colspan="2"/>
<field name="user_id" string="Responsible" select="2"/>
<newline/>
<separator colspan="4"/>
<field name="name" string="Description" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object"/>
<button name="case_open" string="Open" states="draft,pending" type="object"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
<button name="case_pending" string="Pending" states="draft,open" type="object"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
</group>
</page>
<page string="Internal Notes">
<separator string= "Notes" colspan="4"/>
<field name="note" nolabel="1"/>
</page>
<page string="Extra Info">
<field name="id"/>
<field name="active"/>
<field name="email_cc"/>
<field name="canal_id"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="date_action_last"/>
<field name="date_action_next"/>
<separator colspan="4"/>
<field name="history_line" colspan="2" nolabel="1" mode="tree,form">
<form string="Communication history">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<group col="2" colspan="2" expand="1">
<field name="som"/>
<button name="add_reply" string="Add Last Mail for Replying"
states="open" type="object" colspan="2"/>
<field name="description" colspan="2" nolabel="1"/>
<button name="case_log_reply"
string="Send Partner &amp; Historize" states="open"
type="object"/>
<button name="case_log" string="Historize" states="open"
type="object"/>
</group>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
</page>
<page string="History">
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_claims_calendar_view">
<field name="name">CRM - Claims Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Claims" date_start="date" color="user_id">
<field name="name"/>
<field name="partner_name"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
</data>
</openerp>

5
addons/crm_configuration/crm_config.py
View File

@ -96,11 +96,14 @@ class crm_menu_config_wizard(osv.osv_memory):
'bugs' : fields.boolean('Bug Tracking', help="Used by companies to track bugs and support requests on softwares"),
'helpdesk': fields.boolean('Helpdesk', help="Manages an Helpdesk service."),
'fund' : fields.boolean('Fund Raising Operations', help="This may help associations in their fund raising process and tracking."),
'claims' : fields.boolean('Supplier Claims', help="Manages the supplier complaints."),
'phonecall' : fields.boolean('Phone Calls', help="Help you to encode the result of a phone call"),
}
_defaults = {
'meeting': lambda *args: True,
'jobs': lambda *args: True,
'opportunity': lambda *args: True,
'phonecall': lambda *args: True,
}
def action_create(self, cr, uid, ids, *args):
modid = self.pool.get('ir.module.module').search(cr, uid, [('name','=','crm_configuration')])
@ -110,7 +113,7 @@ class crm_menu_config_wizard(osv.osv_memory):
lst = ('data','menu','demo')
res = self.read(cr,uid,ids)[0]
idref = {}
for section in ['meeting','lead','opportunity','jobs','bugs','fund','helpdesk'] :
for section in ['meeting','lead','opportunity','jobs','bugs','fund','helpdesk','claims','phonecall'] :
if (not res[section]):
continue
for fname in lst:

2
addons/crm_configuration/crm_config_view.xml
View File

@ -20,6 +20,8 @@
<field name="bugs"/>
<field name="helpdesk"/>
<field name="fund"/>
<field name="claims"/>
<field name="phonecall"/>
<separator colspan="4" string="Calendar Sharing"/>
<field name="document_ics"/>
<newline/>

37
addons/crm_configuration/crm_phonecall_data.xml Normal file
View File

@ -0,0 +1,37 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<record model="crm.case.section" id="section_support_phone">
<field name="name">Phone Calls</field>
<field name="code">Phone</field>
</record>
<!--
Case Categories
-->
<record model="crm.case.categ" id="categ_phone1">
<field name="name">Inbound</field>
<field name="section_id" ref="section_support_phone"/>
</record>
<record model="crm.case.categ" id="categ_phone2">
<field name="name">Outbound</field>
<field name="section_id" ref="section_support_phone"/>
</record>
<!--
Case Stage
-->
<record model="crm.case.stage" id="stage_phone1">
<field name="name">Planned</field>
<field name="section_id" ref="section_support_phone"/>
</record>
<record model="crm.case.stage" id="stage_phone2">
<field name="name">Held</field>
<field name="section_id" ref="section_support_phone"/>
</record>
<record model="crm.case.stage" id="stage_phone3">
<field name="name">Not Held</field>
<field name="section_id" ref="section_support_phone"/>
</record>
</data>
</openerp>

99
addons/crm_configuration/crm_phonecall_demo.xml Normal file
View File

@ -0,0 +1,99 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<!--
((((((((((( Demo Cases )))))))))))
-->
<record id="crm_case_phone01" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_15"/>
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="partner_id" ref="base.res_partner_11"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Left the message&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(726) 782-0636&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
<field name="stage_id" ref="crm_configuration.stage_phone1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone02" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_6"/>
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="partner_id" ref="base.res_partner_6"/>
<field eval="&quot;4&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Get More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(392) 895-7917&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
<field name="stage_id" ref="crm_configuration.stage_phone2"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone03" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_2"/>
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Bad time, will call back&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(820) 167-3208&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_phone1"/>
<field name="stage_id" ref="crm_configuration.stage_phone3"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>
<record id="crm_case_phone04" model="crm.case">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="partner_id" ref="base.res_partner_tinyatwork"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Discuss Review Process&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(077) 582-4035&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
<field name="stage_id" ref="crm_configuration.stage_phone1"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone05" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_10"/>
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="partner_id" ref="base.res_partner_5"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;More information on the proposed deal&quot;" name="name"/>
<field eval="&quot;pending&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(333) 715-1450&quot;" name="partner_mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
<field name="stage_id" ref="crm_configuration.stage_phone2"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>
<record id="crm_case_phone06" model="crm.case">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
<field name="partner_id" ref="base.res_partner_9"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Bad time&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<field name="section_id" ref="crm_configuration.section_support_phone"/>
<field eval="&quot;(468) 017-2684&quot;" name="partner_mobile"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_configuration.categ_phone2"/>
<field name="stage_id" ref="crm_configuration.stage_phone3"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>
</data>
</openerp>

316
addons/crm_configuration/crm_phonecall_menu.xml Normal file
View File

@ -0,0 +1,316 @@
<?xml version="1.0"?>
<openerp>
<data noupdate="1">
<act_window
id="crm_case_categ_phone_create_partner"
name="New Phone Call"
res_model="crm.case"
src_model="res.partner"
view_mode="calendar,tree,form"
context="{'default_partner_id': active_id, 'default_duration': 1.0}"
domain="[('section_id','=','Phone Calls')]"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_create_partner">
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+')]'"/>
</record>
######################## PHONE CALLS (menu) ###########################
<record model="ir.actions.act_window" id="crm_case_categ_phone0">
<field name="name">Phone Calls</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone0"/>
</record>
<menuitem name="Phone Calls" id="menu_crm_case_phone" parent="crm.menu_crm" action="crm_case_categ_phone0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming0">
<field name="name">Inbound</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming0"/>
</record>
<menuitem name="Inbound" id="menu_crm_case_categ_phone_incoming0" parent="menu_crm_case_phone" action="crm_case_categ_phone_incoming0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming1">
<field name="name">New Incoming Call</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming1"/>
</record>
<menuitem name="New Incoming Call" id="menu_crm_case_categ_phone_incoming1" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming1"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming2">
<field name="name">Planned Calls</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone1'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming2"/>
</record>
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_incoming2" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming2"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming3">
<field name="name">Calls Held</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone2'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming3"/>
</record>
<menuitem name="Calls Held" id="menu_crm_case_categ_phone_incoming3" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming3"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_incoming4">
<field name="name">Calls Not Held</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone1'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone3'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_incoming4">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_incoming4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_incoming4"/>
</record>
<menuitem name="Calls Not Held" id="menu_crm_case_categ_phone_incoming4" parent="menu_crm_case_categ_phone_incoming0" action="crm_case_categ_phone_incoming4"/>
################################################################
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing0">
<field name="name">Outbound</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing0">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing0">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing0"/>
</record>
<menuitem name="Outbound" id="menu_crm_case_categ_phone_outgoing0" parent="menu_crm_case_phone" action="crm_case_categ_phone_outgoing0"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing1">
<field name="name">New Outgoing Call</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing1">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing1">
<field name="sequence" eval="1"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing1"/>
</record>
<menuitem name="New Outgoing Call" id="menu_crm_case_categ_phone_outgoing1" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing1"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing2">
<field name="name">Planned Calls</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone1'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing2">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing2">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing2">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing2"/>
</record>
<menuitem name="Planned Calls" id="menu_crm_case_categ_phone_outgoing2" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing2"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing3">
<field name="name">Calls Held</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone2'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing3"/>
</record>
<menuitem name="Calls Held" id="menu_crm_case_categ_phone_outgoing3" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing3"/>
<record model="ir.actions.act_window" id="crm_case_categ_phone_outgoing4">
<field name="name">Calls Not Held</field>
<field name="res_model">crm.case</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support_phone'))+'), (\'categ_id\',\'=\','+str(ref('categ_phone2'))+'), (\'stage_id\',\'=\','+str(ref('stage_phone3'))+')]'"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing4">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_phone_outgoing4">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_phone_calendar_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_phone_outgoing4">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_phone_form_view"/>
<field name="act_window_id" ref="crm_case_categ_phone_outgoing4"/>
</record>
<menuitem name="Calls Not Held" id="menu_crm_case_categ_phone_outgoing4" parent="menu_crm_case_categ_phone_outgoing0" action="crm_case_categ_phone_outgoing4"/>
</data>
</openerp>

137
addons/crm_configuration/crm_phonecall_view.xml Normal file
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<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Phone Calls
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_phone_tree_view">
<field name="name">CRM - Phone Calls Tree</field>
<field name="model">crm.case</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" colors="red:state=='open'">
<field name="id"/>
<field name="name" string="Subject"/>
<field name="categ_id" string="Direction" select="1"/>
<field name="partner_id" string="Related to"/>
<field name="date" string="Start Date"/>
<field name="partner_address_id" string="Contact"/>
<field name="user_id" string="Assigned to"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_phone_form_view">
<field name="name">CRM - Phone Call Form</field>
<field name="model">crm.case</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="6">
<field name="name" string="Subject"/>
<field name="section_id" colspan="1"/>
<newline/>
<field name="date" string="Start Date &amp; Time"/>
<field name="duration"/>
</group>
<notebook>
<page string="General">
<field name="partner_id" string="Related to"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
<newline/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<newline/>
<field name="email_from"/>
<field name="user_id" string="Assigned to" select="2"/>
<field name="priority"/>
<field name="active" string="Reminder"/>
<separator colspan="4"/>
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)"/>
<field name="stage_id"/>
<separator string= "Description" colspan="4"/>
<field name="note" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_close" string="Done" states="open,draft,pending" type="object"/>
<button name="case_open" string="Open" states="draft,pending" type="object"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
<button name="case_pending" string="Pending" states="draft,open" type="object"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
</group>
</page>
<page string="Extra Info">
<field name="id" colspan="4"/>
<field name="email_cc"/>
<field name="canal_id"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
<field name="date_closed"/>
<field name="date_action_last"/>
<field name="date_action_next"/>
<separator colspan="4"/>
<field name="history_line" colspan="2" nolabel="1" mode="tree,form">
<form string="Communication history">
<group col="6" colspan="4">
<field name="date"/>
<field name="email"/>
<field name="canal_id"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
</form>
<tree string="Communication history">
<field name="description"/>
<field name="email"/>
<field name="date"/>
</tree>
</field>
<group col="2" colspan="2" expand="1">
<field name="som"/>
<button name="add_reply" string="Add Last Mail for Replying"
states="open" type="object" colspan="2"/>
<field name="description" colspan="2" nolabel="1"/>
<button name="case_log_reply"
string="Send Partner &amp; Historize" states="open"
type="object"/>
<button name="case_log" string="Historize" states="open"
type="object"/>
</group>
<separator colspan="4" string="References"/>
<field name="ref" colspan="4"/>
<field name="ref2" colspan="4"/>
</page>
<page string="History">
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
<field name="name" colspan="4"/>
<field name="date"/>
<field name="user_id"/>
<field name="som"/>
<field name="canal_id"/>
</form>
</field>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_phone_calendar_view">
<field name="name">CRM - Phone Calls Calendar</field>
<field name="model">crm.case</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
</data>
</openerp>