219 lines
13 KiB
XML
219 lines
13 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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# ------------------------------------------------------
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# Phone Calls
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# ------------------------------------------------------
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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.case</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'">
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<field name="id"/>
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<field name="name" string="Subject"/>
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<field name="categ_id" string="Direction" select="1"/>
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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="date" string="Date"/>
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<field name="user_id" string="Assigned to"/>
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<field name="state"/>
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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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</tree>
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</field>
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</record>
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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.case</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="Claims">
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<group colspan="4" col="7">
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<field name="name" string="Subject"/>
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<field name="section_id" colspan="1"/>
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<field name="user_id" string="Assigned to" select="2"/>
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<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
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<newline/>
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<field name="date" string="Planned Date"/>
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<field name="duration"/>
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<field name="case_id" 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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<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
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<label string='' colspan='6' />
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<button string="Schedule a Phone Call"
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name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
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</group>
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<notebook colspan="4">
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<page string="General">
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<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
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<field name="active" string="Reminder"/>
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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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<newline/>
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<field name="partner_phone"/>
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<field name="partner_mobile"/>
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<newline/>
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<field name="som"/>
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<field name="priority" string="Relevant"/>
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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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<page string="History">
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<field name="id" select="1"/>
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<field name="canal_id"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<field name="date_action_last"/>
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<field name="date_action_next"/>
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<field name="planned_cost"/>
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<field name="planned_revenue"/>
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<field name="probability"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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<field name="som"/>
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<field name="canal_id"/>
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</form>
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</field>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date"/>
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<field name="email"/>
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<field name="canal_id"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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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.case</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="categ_id"/>
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</calendar>
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</field>
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</record>
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<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
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<field name="name">crm.case.phonecalls.select</field>
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<field name="model">crm.case</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Phonecalls">
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<group col="4" colspan="1">
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<filter icon="gtk-execute" string="My Phonecalls" domain="[('user_id','=',uid)]" separator="1" help="Phonecalls Related to Current User"/>
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<filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
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<filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
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</group>
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<group col="4" colspan="4">
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<field name="state" select="1">
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<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Phonecalls"/>
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</field>
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<field name="name" select='1'/>
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<field name="user_id" select="1" widget="selection"/>
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</group>
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</search>
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</field>
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</record>
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<record id="view_crm_case_inbound_phonecalls_filter" model="ir.ui.view">
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<field name="name">crm.case.inbound.phonecalls.select</field>
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<field name="model">crm.case</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Inbound Phonecalls">
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<group col="4" colspan="1">
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<filter icon="gtk-execute" string="My Inbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Inbound')]" separator="1" help="Inbound Phonecalls Related to Current User"/>
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<filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Inbound Phonecalls"/>
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<filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Inbound Phonecalls"/>
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</group>
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<group col="4" colspan="4">
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<field name="state" select="1">
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<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Inbound Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Inbound Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Inbound Phonecalls"/>
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</field>
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<field name="name" select='1'/>
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<field name="user_id" select="1" widget="selection"/>
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</group>
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</search>
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</field>
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</record>
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<record id="view_crm_case_outbound_phonecalls_filter" model="ir.ui.view">
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<field name="name">crm.case.outbound.phonecalls.select</field>
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<field name="model">crm.case</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Outbound Phonecalls">
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<group col="4" colspan="1">
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<filter icon="gtk-execute" string="My Outbound Phonecalls" domain="[('user_id','=',uid),('categ_id.name','=','Outbound')]" separator="1" help="Outbound Phonecalls Related to Current User"/>
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<filter icon="gtk-execute" string="Planned" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Planned')]" separator="1" help="All Planned Outbound Phonecalls"/>
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<filter icon="gtk-execute" string="Not Held" domain="[('section_id.name','=','Phone Calls'),('stage_id.name','=','Not Held')]" separator="1" help="All Not Held Outbound Phonecalls"/>
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</group>
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<group col="4" colspan="4">
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<field name="state" select="1">
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<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Outbound Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Outbound Phonecalls"/>
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<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Outbound Phonecalls"/>
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</field>
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<field name="name" select='1'/>
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<field name="user_id" select="1" widget="selection"/>
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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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