diff options
| author | Sofia <sahibsofia@gmail.com> | 2008-11-04 15:52:19 +0530 |
|---|---|---|
| committer | Sofia <sahibsofia@gmail.com> | 2008-11-04 15:52:19 +0530 |
| commit | bc41b4add435bb3c55dc5b4ee55a4aee627a7c4e (patch) | |
| tree | 91966f02acda3ef05038be4aaa27392c070f1691 | |
| parent | 4713caafb1dbe597eb5e57fb588733d36905113f (diff) | |
added views and demo data for claims and phone calls
bzr revid: sahibsofia@gmail.com-20081104102219-1qsv957peetq6suz
| -rw-r--r-- | addons/crm_configuration/__terp__.py | 8 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_claims_data.xml | 61 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_claims_demo.xml | 120 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_claims_menu.xml | 190 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_claims_view.xml | 144 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_config.py | 5 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_config_view.xml | 2 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_phonecall_data.xml | 37 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_phonecall_demo.xml | 99 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_phonecall_menu.xml | 316 | ||||
| -rw-r--r-- | addons/crm_configuration/crm_phonecall_view.xml | 137 |
11 files changed, 1118 insertions, 1 deletions
diff --git a/addons/crm_configuration/__terp__.py b/addons/crm_configuration/__terp__.py index 9ad4a89dd7f..881b7595162 100644 --- a/addons/crm_configuration/__terp__.py +++ b/addons/crm_configuration/__terp__.py @@ -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", ], diff --git a/addons/crm_configuration/crm_claims_data.xml b/addons/crm_configuration/crm_claims_data.xml new file mode 100644 index 00000000000..c4b41a30b9e --- /dev/null +++ b/addons/crm_configuration/crm_claims_data.xml @@ -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>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_claims_demo.xml b/addons/crm_configuration/crm_claims_demo.xml new file mode 100644 index 00000000000..e916399fee7 --- /dev/null +++ b/addons/crm_configuration/crm_claims_demo.xml @@ -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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Problem with the delivery of goods"" name="name"/> + <field eval=""open"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(726) 782-0636"" 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=""(769) 703-274"" 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=""4"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Damaged Products"" name="name"/> + <field eval=""open"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(392) 895-7917"" 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=""(956) 293-2595"" 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=""2"" name="priority"/> + <field name="user_id" ref="base.user_demo"/> + <field eval=""Document related problems"" name="name"/> + <field eval=""done"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(820) 167-3208"" 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=""(079) 681-2139"" name="partner_phone"/> + <field eval=""contact@tecsas.fr"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Product quality not maintained"" name="name"/> + <field eval=""draft"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(077) 582-4035"" 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=""(514) 698-4118"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Some products missing"" name="name"/> + <field eval=""pending"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(333) 715-1450"" 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=""(855) 924-4364"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Problem with the delivery of assignments"" name="name"/> + <field eval=""cancel"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval=""(468) 017-2684"" 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=""(373) 907-1009"" name="partner_phone"/> + <field eval=""info@opensides.be"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Documents unclear"" name="name"/> + <field eval=""done"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_claims"/> + <field eval="" (463) 014-1208"" 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=""(282) 603-7489"" name="partner_phone"/> + </record> + </data> +</openerp>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_claims_menu.xml b/addons/crm_configuration/crm_claims_menu.xml new file mode 100644 index 00000000000..2918acbf1dc --- /dev/null +++ b/addons/crm_configuration/crm_claims_menu.xml @@ -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\',\'<>\',\'done\'),(\'state\',\'<>\',\'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\',\'<>\',\'done\'),(\'state\',\'<>\',\'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>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_claims_view.xml b/addons/crm_configuration/crm_claims_view.xml new file mode 100644 index 00000000000..254c9e30223 --- /dev/null +++ b/addons/crm_configuration/crm_claims_view.xml @@ -0,0 +1,144 @@ +<?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 & 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> diff --git a/addons/crm_configuration/crm_config.py b/addons/crm_configuration/crm_config.py index ababaa63d67..0377d4002e0 100644 --- a/addons/crm_configuration/crm_config.py +++ b/addons/crm_configuration/crm_config.py @@ -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: diff --git a/addons/crm_configuration/crm_config_view.xml b/addons/crm_configuration/crm_config_view.xml index d4263281824..275a509b102 100644 --- a/addons/crm_configuration/crm_config_view.xml +++ b/addons/crm_configuration/crm_config_view.xml @@ -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/> diff --git a/addons/crm_configuration/crm_phonecall_data.xml b/addons/crm_configuration/crm_phonecall_data.xml new file mode 100644 index 00000000000..d59a0cb52d9 --- /dev/null +++ b/addons/crm_configuration/crm_phonecall_data.xml @@ -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>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_phonecall_demo.xml b/addons/crm_configuration/crm_phonecall_demo.xml new file mode 100644 index 00000000000..57ad5fce784 --- /dev/null +++ b/addons/crm_configuration/crm_phonecall_demo.xml @@ -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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Left the message"" name="name"/> + <field eval=""open"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(726) 782-0636"" 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=""(769) 703-274"" 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=""4"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Get More information on the proposed deal"" name="name"/> + <field eval=""open"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(392) 895-7917"" 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=""(956) 293-2595"" 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=""2"" name="priority"/> + <field name="user_id" ref="base.user_demo"/> + <field eval=""Bad time, will call back"" name="name"/> + <field eval=""done"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(820) 167-3208"" 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=""(079) 681-2139"" name="partner_phone"/> + <field eval=""contact@tecsas.fr"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Discuss Review Process"" name="name"/> + <field eval=""draft"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(077) 582-4035"" 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=""(514) 698-4118"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""More information on the proposed deal"" name="name"/> + <field eval=""pending"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(333) 715-1450"" 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=""(855) 924-4364"" 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=""3"" name="priority"/> + <field name="user_id" ref="base.user_root"/> + <field eval=""Bad time"" name="name"/> + <field eval=""cancel"" name="state"/> + <field name="section_id" ref="crm_configuration.section_support_phone"/> + <field eval=""(468) 017-2684"" 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=""(373) 907-1009"" name="partner_phone"/> + <field eval=""info@opensides.be"" name="email_from"/> + </record> + </data> +</openerp>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_phonecall_menu.xml b/addons/crm_configuration/crm_phonecall_menu.xml new file mode 100644 index 00000000000..431ea2ab424 --- /dev/null +++ b/addons/crm_configuration/crm_phonecall_menu.xml @@ -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>
\ No newline at end of file diff --git a/addons/crm_configuration/crm_phonecall_view.xml b/addons/crm_configuration/crm_phonecall_view.xml new file mode 100644 index 00000000000..d8ded666283 --- /dev/null +++ b/addons/crm_configuration/crm_phonecall_view.xml @@ -0,0 +1,137 @@ +<?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 & 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 & 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>
\ No newline at end of file |
