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  1. <?xml version="1.0" encoding="utf-8"?>
  2. <!--
  3. Copyright 2014-2018 Akretion France
  4. @author: Alexis de Lattre <alexis.delattre@akretion.com>
  5. License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
  6. -->
  7. <odoo>
  8. <record id="crm_phonecall_form" model="ir.ui.view">
  9. <field name="name">crm.phonecall.form</field>
  10. <field name="model">crm.phonecall</field>
  11. <field name="arch" type="xml">
  12. <form string="Phone Call">
  13. <header>
  14. <field name="state" widget="statusbar" clickable="True"/>
  15. </header>
  16. <sheet>
  17. <div class="oe_button_box" name="button_box">
  18. <button class="oe_stat_button" type="object"
  19. name="schedule_another_call" icon="fa-phone"
  20. string="Schedule Another Call"/>
  21. </div>
  22. <div class="oe_title">
  23. <div class="oe_edit_only">
  24. <label for="name"/>
  25. </div>
  26. <h1><field name="name"/></h1>
  27. </div>
  28. <group name="main">
  29. <group name="left">
  30. <field name="date"/>
  31. <field name="user_id"/>
  32. <field name="partner_id"/>
  33. <field name="partner_phone" widget="phone"/>
  34. <field name="partner_mobile" widget="phone"/>
  35. <field name="opportunity_id"/>
  36. </group>
  37. <group name="right">
  38. <field name="direction"/>
  39. <field name="team_id"/>
  40. <field name="company_id" groups="base.group_multi_company"/>
  41. <field name="priority" widget="priority"/>
  42. </group>
  43. </group>
  44. <group name="description" string="Description">
  45. <field name="description" nolabel="1"
  46. placeholder="Summary of the phone call..."/>
  47. </group>
  48. </sheet>
  49. <div class="oe_chatter">
  50. <field name="message_follower_ids" widget="mail_followers"/>
  51. <field name="message_ids" widget="mail_thread"/>
  52. </div>
  53. </form>
  54. </field>
  55. </record>
  56. <record id="crm_phonecall_tree" model="ir.ui.view">
  57. <field name="name">crm.phonecall.tree</field>
  58. <field name="model">crm.phonecall</field>
  59. <field name="arch" type="xml">
  60. <tree string="Phone Calls" editable="top">
  61. <field name="date"/>
  62. <field name="name"/>
  63. <field name="partner_id"/>
  64. <field name="opportunity_id"/>
  65. <field name="user_id"/>
  66. <field name="team_id"/>
  67. <field name="direction"/>
  68. <field name="state"/>
  69. <button name="schedule_another_call" type="object"
  70. string="Schedule Another Call" icon="fa-calendar"/>
  71. </tree>
  72. </field>
  73. </record>
  74. <record id="crm_phonecall_calendar" model="ir.ui.view">
  75. <field name="name">crm.phonecall.calendar</field>
  76. <field name="model">crm.phonecall</field>
  77. <field name="arch" type="xml">
  78. <calendar string="Phone Calls" date_start="date" color="user_id">
  79. <field name="name"/>
  80. <field name="partner_id"/>
  81. </calendar>
  82. </field>
  83. </record>
  84. <record id="crm_phonecall_search" model="ir.ui.view">
  85. <field name="name">crm.phonecall.search</field>
  86. <field name="model">crm.phonecall</field>
  87. <field name="arch" type="xml">
  88. <search string="Search Phone Calls">
  89. <field name="name" string="Phonecalls"/>
  90. <field name="date"/>
  91. <field name="user_id"/>
  92. <field name="partner_id" operator="child_of"/>
  93. <field name="opportunity_id"/>
  94. <field name="team_id"/>
  95. <filter name="my_calls" string="My Phonecalls" domain="[('user_id', '=', uid)]"/>
  96. <filter name="my_team" string="My Team" domain="[('team_id.user_id', '=', uid)]"/>
  97. <filter name="unassigned" string="Unassigned" domain="[('user_id', '=', False)]"/>
  98. <separator/>
  99. <filter string="To Do" name="open" domain="[('state', '=', 'open')]"/>
  100. <filter string="Held" name="done" domain="[('state', '=', 'done')]"/>
  101. <separator/>
  102. <filter name="inbound" string="Inbound" domain="[('direction', '=', 'inbound')]"/>
  103. <filter name="outbound" string="Outbound" domain="[('direction', '=', 'outbound')]"/>
  104. <group string="Group By" name="groupby">
  105. <filter name="partner_groupby" string="Partner"
  106. context="{'group_by': 'partner_id'}"/>
  107. <filter name="user_groupby" string="Responsible"
  108. context="{'group_by': 'user_id'}"/>
  109. <filter name="team_groupby" string="Team"
  110. context="{'group_by': 'team_id'}"/>
  111. <filter name="date_groupby" string="Month"
  112. context="{'group_by': 'date'}"/>
  113. <filter name="state_groupby" string="State"
  114. context="{'group_by': 'state'}"/>
  115. <filter name="direction" string="Direction"
  116. context="{'group_by': 'direction'}"/>
  117. </group>
  118. </search>
  119. </field>
  120. </record>
  121. <menuitem id="crm_phonecall_menu" name="Phone Calls"
  122. parent="crm.crm_menu_root" sequence="15" groups="sales_team.group_sale_salesman"/>
  123. <record id="crm_phonecall_action" model="ir.actions.act_window">
  124. <field name="name">Phone Calls</field>
  125. <field name="res_model">crm.phonecall</field>
  126. <field name="view_mode">tree,calendar,form</field>
  127. </record>
  128. <record id="crm_phonecall_action_done" model="ir.actions.act_window">
  129. <field name="name">Logged Calls</field>
  130. <field name="res_model">crm.phonecall</field>
  131. <field name="view_mode">tree,calendar,form</field>
  132. <field name="context">{'search_default_done': 1, 'default_state': 'done'}</field>
  133. </record>
  134. <menuitem id="crm_phonecall_menu_done" action="crm_phonecall_action_done"
  135. parent="crm_phonecall_menu" sequence="10"/>
  136. <record id="crm_phonecall_action_open" model="ir.actions.act_window">
  137. <field name="name">Scheduled Calls</field>
  138. <field name="res_model">crm.phonecall</field>
  139. <field name="view_mode">tree,calendar,form</field>
  140. <field name="context">{'search_default_open': 1, 'default_state': 'open'}</field>
  141. </record>
  142. <menuitem id="crm_phonecall_menu_open" action="crm_phonecall_action_open"
  143. parent="crm_phonecall_menu" sequence="20"/>
  144. </odoo>