diff options
| author | rpa (Open ERP) <rpa@openerp.co.in> | 2010-02-08 14:14:04 +0530 |
|---|---|---|
| committer | rpa (Open ERP) <rpa@openerp.co.in> | 2010-02-08 14:14:04 +0530 |
| commit | 4a02735efcf5a7cda425daaabeaeb0aeb01bc9e6 (patch) | |
| tree | 245c754fc512858f6bc3b5ca0d2bdb01e301bdc0 /addons | |
| parent | b183ca84b9b53bb13a7cca35ac7063f836aac4c4 (diff) | |
[IMP]: crm: Improvement in views
bzr revid: rpa@openerp.co.in-20100208084404-xsxa7zo5cslmflx5
Diffstat (limited to 'addons')
| -rw-r--r-- | addons/crm/crm_claims_view.xml | 63 | ||||
| -rw-r--r-- | addons/crm/crm_fund_view.xml | 33 | ||||
| -rw-r--r-- | addons/crm/crm_helpdesk_view.xml | 5 | ||||
| -rw-r--r-- | addons/crm/crm_lead_view.xml | 18 | ||||
| -rw-r--r-- | addons/crm/crm_meeting_view.xml | 6 | ||||
| -rw-r--r-- | addons/crm/crm_opportunity_view.xml | 4 | ||||
| -rw-r--r-- | addons/crm/crm_phonecall_view.xml | 105 | ||||
| -rw-r--r-- | addons/crm/crm_view.xml | 4 |
8 files changed, 135 insertions, 103 deletions
diff --git a/addons/crm/crm_claims_view.xml b/addons/crm/crm_claims_view.xml index 86387ec015d..fecf8ae8ee3 100644 --- a/addons/crm/crm_claims_view.xml +++ b/addons/crm/crm_claims_view.xml @@ -50,37 +50,49 @@ <field name="type">form</field> <field name="arch" type="xml"> <form string="Claims"> - <group colspan="4" col="6"> + <group colspan="4" col="4"> <field name="name"/> - <field name="partner_id"/> - <field name="user_id" string="Responsible" select="2"/> - <newline/> - <field name="section_id" widget="selection"/> <field name="date" string="Date of Claim"/> - <field name="categ_id" string="Type of claim" select="1" on_change="onchange_categ_id(categ_id)"/> - <label string="Stage: " align="1.0"/> - <group colspan="1" col="2"> - <field name="stage_id" select="1" nolabel="1"/> - <button icon="gtk-go-forward" string="" name="stage_next" type="object"/> - </group> + <field name="planned_cost" string="Claim Cost"/> </group> + <group colspan="4" col="4"> <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"/> - <field name="partner_phone"/> - <field name="partner_mobile"/> - <newline/> - <field name="planned_cost" string="Claim Cost"/> - <field name="probability"/> - <newline/> - <field name="priority"/> - <field name="type_id" string="Type of Action" select="1"/> - <field name="ref"/> - <field name="ref2"/> + <separator colspan="4" string="Communication"/> + <group colspan="4" col="4"> + <field name="partner_id" string="Partner" + on_change="onchange_partner_id(partner_id)" /> + <field name="partner_address_id" string="Contact" + on_change="onchange_partner_address_id(partner_address_id, email_from)" /> + <field name="partner_phone"/> + <field name="partner_mobile"/> + <field name="email_from"/> + </group> + <separator colspan="4" string="Status and Categarization"/> + <group colspan="4" col="6"> + <field name="user_id" string="Responsible" select="2"/> + <field name="section_id" widget="selection"/> + <field name="probability"/> + <label string="Stage: " align="1.0"/> + <group colspan="1" col="2"> + <field name="stage_id" select="1" nolabel="1"/> + <button icon="gtk-go-forward" string="" name="stage_next" type="object"/> + </group> + <field name="categ_id" select="1" widget="selection" + on_change="onchange_categ_id(categ_id)" + domain="[('object_id.model', '=', 'crm.claim')]" /> + <field name="type_id" string="Type of Action" select="1" + domain="[('object_id.model', '=', 'crm.claim')]" /> + <field name="priority"/> + </group> + <separator colspan="4" string="References"/> + <group colspan="4" col="4"> + <field name="ref"/> + <field name="ref2"/> + </group> <separator colspan="4" string="Claim/Action Description"/> <field name="description" colspan="4" nolabel="1"/> - <separator colspan="4" string="Status"/> + <separator colspan="4" string=""/> <group col="8" colspan="4"> <field name="state" select="1"/> <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/> @@ -90,7 +102,7 @@ <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> </group> </page> - <page string="History"> + <page string="History" groups="base.group_extended"> <field name="id" select="1"/> <field name="active"/> <field name="canal_id"/> @@ -139,6 +151,7 @@ <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/> </page> </notebook> + </group> </form> </field> </record> diff --git a/addons/crm/crm_fund_view.xml b/addons/crm/crm_fund_view.xml index 077b45af6ff..b172add3df0 100644 --- a/addons/crm/crm_fund_view.xml +++ b/addons/crm/crm_fund_view.xml @@ -60,25 +60,32 @@ <field name="arch" type="xml"> <form string="Funds Form"> <group colspan="4" col="6"> - <field name="name" select="1" string="Name" colspan="2"/> + <field name="name" select="1" string="Name" colspan="4"/> <field name="section_id" colspan="1" widget="selection"/> - <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)"/> - <newline/> - <field name="date" string="Next Meeting"/> - <field name="duration"/> - <field name="type_id" select="1" string="Payment Mode"/> + <field name="type_id" string="Payment Mode" select="1" widget="selection" + domain="[('object_id.model', '=', 'crm.fundraising')]" /> </group> <notebook colspan="4"> <page string="Funds"> - <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> - <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/> - <newline/> - <field name="email_from" colspan="2"/> - <field name="user_id" select="2" string="Responsible"/> + <separator colspan="4" string="Communication"/> + <group colspan="4" col="4"> + <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> + <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/> + <field name="email_from" colspan="2"/> + </group> <separator colspan="4" string="Estimates"/> <field name="planned_cost"/> <field name="planned_revenue"/> <field name="probability"/> + <separator colspan="4" string="Status and Categarization"/> + <group colspan="4" col="6"> + <field name="user_id" select="2" string="Responsible"/> + <field name="categ_id" select="1" + on_change="onchange_categ_id(categ_id)" widget="selection" + domain="[('object_id.model', '=', 'crm.fundraising')]" /> + <field name="date"/> + <field name="duration"/> + </group> <separator colspan="4" string="Description Information"/> <field name="description" nolabel="1" colspan="4"/> <separator colspan="4"/> @@ -92,7 +99,7 @@ <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> </group> </page> - <page string="History"> + <page string="History" groups="base.group_extended"> <field name="id" select="1"/> <field name="active"/> <field name="priority" string="Priority"/> @@ -119,7 +126,7 @@ </form> </field> </page> - <page string="Emails"> + <page string="Emails" groups="base.group_extended"> <group colspan="4"> <field colspan="4" name="email_cc" string="CC"/> </group> diff --git a/addons/crm/crm_helpdesk_view.xml b/addons/crm/crm_helpdesk_view.xml index 71274822f9c..6773bb160c6 100644 --- a/addons/crm/crm_helpdesk_view.xml +++ b/addons/crm/crm_helpdesk_view.xml @@ -35,6 +35,7 @@ </group> <notebook colspan="4"> <page string="General"> + <separator colspan="4" string="Communication"/> <group col="8" colspan="4"> <field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/> <field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/> @@ -58,7 +59,7 @@ <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/> </group> </page> - <page string="History"> + <page string="History" groups="base.group_extended"> <field name="id" select="1"/> <field name="active" select="2"/> <field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/> @@ -86,7 +87,7 @@ </form> </field> </page> - <page string="Emails"> + <page string="Emails" groups="base.group_extended"> <group colspan="4"> <field colspan="4" name="email_cc" string="CC"/> </group> diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index b865bb5a1d0..a8e8c2cd3bb 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -46,7 +46,7 @@ <group colspan="4" col="4"> <notebook> <page string="Leads"> - <separator colspan="4" string="Communication"/> + <separator colspan="4" string="Communication"/> <field name="partner_id" string="Partner" on_change="onchange_partner_id(partner_id)" /> <field name="partner_address_id" @@ -58,17 +58,17 @@ <group colspan="4" col="6"> <field name="user_id" select="2"/> <field name="stage_id" select="1" string="Status" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/> - <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/> - + <field name="categ_id" select="1" + on_change="onchange_categ_id(categ_id)" + string="Lead Source" widget="selection" + domain="[('object_id.model', '=', 'crm.opportunity')]" /> <field name="type_id" string="Campaign" select="1"/> <field name="section_id" colspan="1" widget="selection"/> <field name="priority" string="Priority"/> - <field name="date" string="Create Date"/> </group> <separator colspan="4" string="Details"/> <field name="description" nolabel="1" colspan="4"/> - <separator colspan="4"/> <group col="8" colspan="4"> <field name="state" select="2"/> @@ -105,13 +105,13 @@ <field name="date"/> </tree> </field> - <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/> + <button colspan="4" string="Send New Email" + name="%(crm.wizard_crm_new_send_mail)d" + context="{'mail':'new'}" icon="gtk-go-forward" + type="action" /> </page> </notebook> </group> - - - </form> </field> </record> diff --git a/addons/crm/crm_meeting_view.xml b/addons/crm/crm_meeting_view.xml index 07bdd9438cd..08f55ade474 100644 --- a/addons/crm/crm_meeting_view.xml +++ b/addons/crm/crm_meeting_view.xml @@ -115,8 +115,8 @@ <tree string="Meetings Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')"> <field name="id" widget="char"/> <field name="name" string="Title"/> - <field name="date" string="Next Meeting"/> - <field name="section_id" widget="selection"/> + <field name="date" string="Meeting Date"/> + <field name="section_id" /> <field name="priority"/> <field name="categ_id"/> <field name="user_id"/> @@ -162,7 +162,7 @@ <search string="Search Meetings"> <group col="12" colspan="4"> <filter icon="terp-crm" string="My Meetings" domain="[('user_id','=',uid)]" help="My Meetings"/> - <filter icon="terp-crm" string="Draft" domain="[('state','in',('draft', 'open'))]" default="1" help="Current Meetings"/> + <filter icon="terp-crm" string="Current" domain="[('state','in',('draft', 'open'))]" default="1" help="Current Meetings"/> <filter icon="terp-crm" string="Confirmed" domain="[('state','=','done')]" help="Confirmed Meetings"/> <separator orientation="vertical"/> <field name="name" select="1" string="Subject"/> diff --git a/addons/crm/crm_opportunity_view.xml b/addons/crm/crm_opportunity_view.xml index 5cb39d37119..4916fbe174a 100644 --- a/addons/crm/crm_opportunity_view.xml +++ b/addons/crm/crm_opportunity_view.xml @@ -91,7 +91,7 @@ </group> </page> - <page string="History"> + <page string="History" groups="base.group_extended"> <field name="active"/> <field name="canal_id"/> <field name="som"/> @@ -116,7 +116,7 @@ </form> </field> </page> - <page string="Emails"> + <page string="Emails" groups="base.group_extended"> <group colspan="4"> <field colspan="4" name="email_cc" string="CC"/> </group> diff --git a/addons/crm/crm_phonecall_view.xml b/addons/crm/crm_phonecall_view.xml index f64cf5fda54..9ae2533c85c 100644 --- a/addons/crm/crm_phonecall_view.xml +++ b/addons/crm/crm_phonecall_view.xml @@ -77,53 +77,64 @@ <field name="model">crm.phonecall</field> <field name="type">form</field> <field name="arch" type="xml"> - <form string="Phone Call"> - <group colspan="4" col="4"> - <field name="name" string="Subject"/> - <field name="section_id" colspan="1" widget="selection"/> - <field name="user_id" string="Assigned to" select="2"/> - <field name="date" string="Planned Date"/> - <field name="duration"/> - <field name="opportunity_id" on_change="onchange_case_id(case_id, name, partner_id)" - context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration, - 'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone, - 'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/> - <newline/> - <group col="5" colspan="4"> - <label string="" colspan="2"/> - <button string="Schedule a Meeting" - name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" /> - <button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" /> - </group> - <notebook colspan="4"> - <page string="General"> - <field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1" readonly="1"/> - <field name="active" string="Reminder"/> - <group colspan="2" col="3"> - <field name="partner_id" string="Partner"/> - <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_phonecall_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}" /> - </group> - <field name="partner_address_id" string="Contact"/> - <field name="partner_phone"/> - <field name="partner_mobile"/> - <newline/> - <field name="som"/> - <field name="priority" string="Relevant"/> - <separator string= "Description" colspan="4"/> - <field name="description" nolabel="1" colspan="4"/> - <separator colspan="4"/> - <group col="8" colspan="4"> - <field name="state" select="1"/> - <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> - <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/> - <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/> - <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/> - <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> - </group> - </page> - </notebook> - </group> - </form> + <form string="Phone Call"> + <group colspan="4" col="4"> + <field name="name" string="Subject" /> + <field name="date" string="Planned Date" /> + <field name="partner_phone" /> + <field name="duration" /> + <newline /> + <group col="7" colspan="4"> + <label string="" colspan="2" /> + <button string="Schedule a Meeting" + name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" + type="action" /> + <button string="Convert to Opportunity" + name="%(wizard_crm_phonecall_opportunity_set)d" + icon="gtk-index" type="action" + attrs="{'invisible':[('opportunity_id','!=',False)]}" /> + <button string="Convert to Partner" + icon="terp-crm" + name="%(wizard_crm_phonecall_partner_create)d" + type="action" + attrs="{'invisible':[('partner_id','!=',False)]}" /> + </group> + <group colspan="4" col="4"> + <notebook colspan="4"> + <page string="General"> + <separator colspan="4" string="Communication" /> + <field name="partner_id" /> + <field name="partner_address_id" string="Contact" /> + <field name="partner_mobile" /> + <separator colspan="4" string="Status and Categarization" /> + <group colspan="4" col="6"> + <field name="user_id" string="Assigned to" select="2" /> + <field name="section_id" colspan="1" widget="selection" /> + <field name="opportunity_id" + on_change="onchange_case_id(case_id, name, partner_id)" + context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration, + 'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone, + 'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}" /> + <field name="som" /> + <field name="priority" /> + <field name="active" string="Reminder" /> + </group> + <separator string="Description" colspan="4" /> + <field name="description" nolabel="1" colspan="4" /> + <separator colspan="4" /> + <group col="8" colspan="4"> + <field name="state" select="1" /> + <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> + <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/> + <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/> + <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/> + <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> + </group> + </page> + </notebook> + </group> + </group> + </form> </field> </record> diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml index fe29f3125d8..9996ed372ad 100644 --- a/addons/crm/crm_view.xml +++ b/addons/crm/crm_view.xml @@ -372,7 +372,7 @@ <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/> </group> </page> - <page string="History"> + <page string="History" groups="base.group_extended"> <field name="id" select="1"/> <field name="active" select="2"/> <separator colspan="4" string="Dates"/> @@ -390,7 +390,7 @@ </form> </field> </page> - <page string="Emails"> + <page string="Emails" groups="base.group_extended"> <group colspan="4"> <field colspan="4" name="email_cc" string="CC"/> </group> |
