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Initial commit: OCA Technical packages (595 packages)
This commit is contained in:
Ernad Husremovic
commit
2cc02aac6e
24950 changed files with 2318079 additions and 0 deletions
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<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!-- This view is there, but it is not used in the CRM Menus -->
|
||||
<record id="crm_case_form_view_leads_inherit" model="ir.ui.view">
|
||||
<field name="name">CRM - Leads Form</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//div[@name='button_box']" position="inside">
|
||||
<button
|
||||
class="oe_stat_button"
|
||||
icon="fa-phone"
|
||||
name="button_open_phonecall"
|
||||
type="object"
|
||||
>
|
||||
<field name="phonecall_count" string="Calls" widget="statinfo" />
|
||||
</button>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,466 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
|
||||
<field name="name">Phonecall Categories</field>
|
||||
<field name="res_model">crm.tag</field>
|
||||
<field name="view_id" ref="sales_team.sales_team_crm_tag_view_tree" />
|
||||
<field name="domain">[]</field>
|
||||
<field eval="{'object_id': ref('model_crm_phonecall')}" name="context" />
|
||||
<field name="help" type="html">
|
||||
<p class="oe_view_nocontent_create">Click to add a new category.</p>
|
||||
<p>
|
||||
Create specific phone call categories to better define the type of
|
||||
calls tracked in the system.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
<menuitem
|
||||
id="menu_crm_config_phonecall"
|
||||
name="Phone Calls"
|
||||
parent="crm.crm_menu_config"
|
||||
sequence="19"
|
||||
/>
|
||||
<menuitem
|
||||
action="crm_phonecall_categ_action"
|
||||
id="menu_crm_case_phonecall-act"
|
||||
name="Categories"
|
||||
parent="menu_crm_config_phonecall"
|
||||
sequence="0"
|
||||
/>
|
||||
<record id="crm_case_phone_tree_view" model="ir.ui.view">
|
||||
<field name="name">CRM - Phone Calls Tree</field>
|
||||
<field name="model">crm.phonecall</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree
|
||||
decoration-info="state in ('pending',)"
|
||||
decoration-muted="state in ('cancel','done')"
|
||||
>
|
||||
<field name="date" />
|
||||
<field name="name" />
|
||||
<field name="partner_id" />
|
||||
<button
|
||||
icon="fa-calendar"
|
||||
name="action_make_meeting"
|
||||
states="open,pending"
|
||||
string="Meeting"
|
||||
type="object"
|
||||
/>
|
||||
<button
|
||||
attrs="{'invisible':[('opportunity_id','!=',False)]}"
|
||||
icon="fa-hand-pointer-o"
|
||||
name="action_button_convert2opportunity"
|
||||
states="open,pending"
|
||||
string="Convert to Opportunity"
|
||||
type="object"
|
||||
/>
|
||||
<field name="partner_phone" />
|
||||
<field name="user_id" />
|
||||
<field invisible="1" name="tag_ids" />
|
||||
<field invisible="1" name="create_date" />
|
||||
<field invisible="1" name="opportunity_id" />
|
||||
<field name="state" />
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_case_phone_form_view" model="ir.ui.view">
|
||||
<field name="name">CRM - Phone Call Form</field>
|
||||
<field name="model">crm.phonecall</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Phone Call">
|
||||
<header>
|
||||
<field
|
||||
name="state"
|
||||
nolabel="1"
|
||||
options="{'clickable': 1}"
|
||||
widget="statusbar"
|
||||
/>
|
||||
</header>
|
||||
<sheet string="Phone Call">
|
||||
<div class="oe_button_box" name="button_box">
|
||||
<button
|
||||
attrs="{'invisible':[ '|', ('opportunity_id','!=',False), ('state', 'not in', ('open', 'done'))]}"
|
||||
class="oe_stat_button"
|
||||
help="Convert To Opportunity"
|
||||
icon="fa-star"
|
||||
name="action_button_convert2opportunity"
|
||||
type="object"
|
||||
>
|
||||
<span>
|
||||
Convert
|
||||
<br />
|
||||
To Opportunity
|
||||
</span>
|
||||
</button>
|
||||
<button
|
||||
class="oe_stat_button"
|
||||
icon="fa-phone"
|
||||
name="%(phonecall_to_phonecall_act)d"
|
||||
type="action"
|
||||
>
|
||||
<span>
|
||||
Schedule
|
||||
<br />
|
||||
Other Call
|
||||
</span>
|
||||
</button>
|
||||
<button
|
||||
class="oe_stat_button"
|
||||
icon="fa-calendar fa-fw"
|
||||
name="action_make_meeting"
|
||||
type="object"
|
||||
>
|
||||
<span>
|
||||
Schedule
|
||||
<br />
|
||||
A Meeting
|
||||
</span>
|
||||
</button>
|
||||
</div>
|
||||
<div class="oe_title">
|
||||
<div class="oe_edit_only">
|
||||
<label for="name" />
|
||||
</div>
|
||||
<h1>
|
||||
<field name="name" required="1" />
|
||||
</h1>
|
||||
<div class="oe_edit_only">
|
||||
<label for="partner_phone" string="Phone" />
|
||||
</div>
|
||||
<h2>
|
||||
<field name="partner_phone" />
|
||||
</h2>
|
||||
</div>
|
||||
<group>
|
||||
<group>
|
||||
<field name="date" />
|
||||
<label for="duration" />
|
||||
<div>
|
||||
<field
|
||||
class="oe_inline"
|
||||
name="duration"
|
||||
style="vertical-align:baseline"
|
||||
widget="float_time"
|
||||
/>
|
||||
<b>min(s)</b>
|
||||
</div>
|
||||
<field name="partner_id" />
|
||||
<field name="partner_mobile" />
|
||||
<field
|
||||
context="{'opportunity_id': opportunity_id}"
|
||||
name="opportunity_id"
|
||||
/>
|
||||
</group>
|
||||
<group>
|
||||
<field
|
||||
context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads']}"
|
||||
name="user_id"
|
||||
/>
|
||||
<field
|
||||
colspan="1"
|
||||
groups="sales_team.group_sale_salesman"
|
||||
name="team_id"
|
||||
widget="selection"
|
||||
/>
|
||||
<field name="tag_ids" widget="many2many_tags" />
|
||||
<field name="priority" widget="priority" />
|
||||
</group>
|
||||
<group
|
||||
groups="base.group_no_one"
|
||||
name="categorization"
|
||||
string="Tracking"
|
||||
>
|
||||
<field name="campaign_id" />
|
||||
<field name="source_id" />
|
||||
<field name="medium_id" />
|
||||
</group>
|
||||
<group name="additional_info" string="Additional Info">
|
||||
<field name="direction" widget="radio" />
|
||||
</group>
|
||||
</group>
|
||||
<field name="description" placeholder="Description..." />
|
||||
</sheet>
|
||||
<div class="oe_chatter">
|
||||
<field name="message_follower_ids" widget="mail_followers" />
|
||||
<field name="message_ids" widget="mail_thread" />
|
||||
</div>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_case_inbound_phone_tree_view" model="ir.ui.view">
|
||||
<field name="name">CRM - Logged Phone Calls Tree</field>
|
||||
<field name="model">crm.phonecall</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree editable="top">
|
||||
<field name="date" />
|
||||
<field name="name" />
|
||||
<field name="partner_id" />
|
||||
<field invisible="1" name="partner_phone" />
|
||||
<field invisible="1" name="partner_mobile" />
|
||||
<field
|
||||
context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman']}"
|
||||
name="user_id"
|
||||
/>
|
||||
<field invisible="1" name="tag_ids" widget="many2many_tags" />
|
||||
<field name="direction" />
|
||||
<field name="state" />
|
||||
<field invisible="1" name="create_date" />
|
||||
<field invisible="1" name="opportunity_id" />
|
||||
<field groups="base.group_no_one" name="campaign_id" />
|
||||
<field groups="base.group_no_one" name="source_id" />
|
||||
<field groups="base.group_no_one" name="medium_id" />
|
||||
<button
|
||||
icon="fa-phone"
|
||||
name="%(phonecall_to_phonecall_act)d"
|
||||
string="Schedule Other Call"
|
||||
type="action"
|
||||
/>
|
||||
<button
|
||||
icon="fa-calendar"
|
||||
name="action_make_meeting"
|
||||
string="Meeting"
|
||||
type="object"
|
||||
/>
|
||||
<button
|
||||
attrs="{'invisible':[('opportunity_id','!=',False)]}"
|
||||
icon="fa-hand-pointer-o"
|
||||
name="action_button_convert2opportunity"
|
||||
states="open,pending"
|
||||
string="Convert to Opportunity"
|
||||
type="object"
|
||||
/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_case_phone_calendar_view" model="ir.ui.view">
|
||||
<field name="name">CRM - Phone Calls Calendar</field>
|
||||
<field name="model">crm.phonecall</field>
|
||||
<field eval="2" name="priority" />
|
||||
<field name="arch" type="xml">
|
||||
<calendar
|
||||
color="user_id"
|
||||
date_delay="duration"
|
||||
date_start="date"
|
||||
string="Phone Calls"
|
||||
>
|
||||
<field name="name" />
|
||||
<field name="partner_id" />
|
||||
</calendar>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
|
||||
<field name="name">CRM - Phone Calls Search</field>
|
||||
<field name="model">crm.phonecall</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Phonecalls">
|
||||
<field name="name" string="Phonecalls" />
|
||||
<field name="date" />
|
||||
<field name="state" />
|
||||
<filter
|
||||
domain="[('user_id', '=', uid)]"
|
||||
name="my_phonecalls"
|
||||
string="My Phonecalls"
|
||||
/>
|
||||
<filter
|
||||
domain="[('team_id.user_id', '=', uid)]"
|
||||
name="my_team"
|
||||
string="My Team"
|
||||
/>
|
||||
<filter
|
||||
domain="[('user_id','=',False)]"
|
||||
name="unassigned"
|
||||
string="Unassigned"
|
||||
/>
|
||||
<separator />
|
||||
<filter
|
||||
domain="[('state','in',('open','pending'))]"
|
||||
name="current"
|
||||
string="To Do"
|
||||
/>
|
||||
<separator />
|
||||
<filter
|
||||
domain="[('direction','=','in')]"
|
||||
name="in_calls"
|
||||
string="Incoming Calls"
|
||||
/>
|
||||
<filter
|
||||
domain="[('direction','=','out')]"
|
||||
name="out_calls"
|
||||
string="Outgoing Calls"
|
||||
/>
|
||||
<separator />
|
||||
<filter date="date" name="date" string="Date" />
|
||||
<separator />
|
||||
<field name="partner_id" operator="child_of" />
|
||||
<field name="user_id" />
|
||||
<field name="opportunity_id" />
|
||||
<field
|
||||
groups="sales_team.group_sale_manager"
|
||||
name="team_id"
|
||||
string="Sales Team"
|
||||
/>
|
||||
<group expand="0" string="Group By">
|
||||
<filter
|
||||
context="{'group_by':'partner_id'}"
|
||||
name="groupby_partner"
|
||||
string="Partner"
|
||||
/>
|
||||
<filter
|
||||
context="{'group_by':'user_id'}"
|
||||
name="groupby_responsible"
|
||||
string="Responsible"
|
||||
/>
|
||||
<filter
|
||||
context="{'group_by':'create_date'}"
|
||||
help="Creation Date"
|
||||
name="groupby_creation"
|
||||
string="Creation"
|
||||
/>
|
||||
<filter
|
||||
context="{'group_by':'date'}"
|
||||
help="Calls Date by Month"
|
||||
name="groupby_month"
|
||||
string="Month"
|
||||
/>
|
||||
<filter
|
||||
context="{'group_by':'state'}"
|
||||
help="Calls by status"
|
||||
name="groupby_state"
|
||||
string="State"
|
||||
/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_case_categ_phone0" model="ir.actions.act_window">
|
||||
<field name="name">Phone Calls</field>
|
||||
<field name="res_model">crm.phonecall</field>
|
||||
<field name="view_mode">tree,form,calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view" />
|
||||
<field name="context">{"search_default_user_id":uid}</field>
|
||||
<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
|
||||
</record>
|
||||
<record id="action_crm_tag_tree_phone0" model="ir.actions.act_window.view">
|
||||
<field eval="1" name="sequence" />
|
||||
<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 id="action_crm_tag_calendar_phone0" model="ir.actions.act_window.view">
|
||||
<field eval="2" name="sequence" />
|
||||
<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 id="action_crm_tag_form_phone0" model="ir.actions.act_window.view">
|
||||
<field eval="3" name="sequence" />
|
||||
<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
|
||||
groups="sales_team.group_sale_salesman"
|
||||
id="menu_crm_case_phone"
|
||||
name="Phone Calls"
|
||||
parent="crm.crm_menu_root"
|
||||
sequence="6"
|
||||
/>
|
||||
<record id="crm_case_categ_phone_incoming0" model="ir.actions.act_window">
|
||||
<field name="name">Logged Calls</field>
|
||||
<field name="res_model">crm.phonecall</field>
|
||||
<field name="view_mode">tree,calendar</field>
|
||||
<field name="view_id" ref="crm_case_inbound_phone_tree_view" />
|
||||
<field name="domain">[]</field>
|
||||
<field name="context">
|
||||
{'search_default_state': 'done', 'default_state': 'done'}
|
||||
</field>
|
||||
<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
|
||||
<field name="help" type="html">
|
||||
<p class="oe_view_nocontent_create">
|
||||
Click to log the summary of a phone call.
|
||||
</p>
|
||||
<p>
|
||||
Odoo allows you to log inbound calls on the fly to track the
|
||||
history of the communication with a customer or to inform another
|
||||
team member.
|
||||
</p>
|
||||
<p>
|
||||
In order to follow up on the call, you can trigger a request for
|
||||
another call, a meeting or an opportunity.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
<record id="action_crm_tag_tree_phone_incoming0" model="ir.actions.act_window.view">
|
||||
<field eval="1" name="sequence" />
|
||||
<field name="view_mode">tree</field>
|
||||
<field name="view_id" ref="crm_case_inbound_phone_tree_view" />
|
||||
<field name="act_window_id" ref="crm_case_categ_phone_incoming0" />
|
||||
</record>
|
||||
<record
|
||||
id="action_crm_tag_calendar_phone_incoming0"
|
||||
model="ir.actions.act_window.view"
|
||||
>
|
||||
<field eval="2" name="sequence" />
|
||||
<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 id="action_crm_tag_form_phone_incoming0" model="ir.actions.act_window.view">
|
||||
<field eval="3" name="sequence" />
|
||||
<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
|
||||
action="crm_case_categ_phone_incoming0"
|
||||
id="menu_crm_case_phone_inbound"
|
||||
name="Logged Calls"
|
||||
parent="menu_crm_case_phone"
|
||||
/>
|
||||
<record id="crm_case_categ_phone_outgoing0" model="ir.actions.act_window">
|
||||
<field name="name">Scheduled Calls</field>
|
||||
<field name="res_model">crm.phonecall</field>
|
||||
<field name="view_mode">tree,form,calendar</field>
|
||||
<field name="view_id" ref="crm_case_phone_tree_view" />
|
||||
<field name="domain">[('state','!=','done')]</field>
|
||||
<field name="search_view_id" ref="view_crm_case_phonecalls_filter" />
|
||||
<field name="help" type="html">
|
||||
<p class="oe_view_nocontent_create">Click to schedule a call</p>
|
||||
<p>
|
||||
Odoo allows you to easily define all the calls to be done
|
||||
by your sales team and follow up based on their summary.
|
||||
</p>
|
||||
<p>
|
||||
You can use the import feature to massively import a new list of
|
||||
prospects to qualify.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
<record id="action_crm_tag_tree_phone_outgoing0" model="ir.actions.act_window.view">
|
||||
<field eval="1" name="sequence" />
|
||||
<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
|
||||
id="action_crm_tag_calendar_phone_outgoing0"
|
||||
model="ir.actions.act_window.view"
|
||||
>
|
||||
<field eval="2" name="sequence" />
|
||||
<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 id="action_crm_tag_form_phone_outgoing0" model="ir.actions.act_window.view">
|
||||
<field eval="3" name="sequence" />
|
||||
<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
|
||||
action="crm_case_categ_phone_outgoing0"
|
||||
groups="crm_phonecall.group_scheduled_calls"
|
||||
id="menu_crm_case_phone_outbound"
|
||||
name="Scheduled Calls"
|
||||
parent="menu_crm_case_phone"
|
||||
/>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,33 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="res_config_settings_view_form" model="ir.ui.view">
|
||||
<field name="name">res.config.settings.view.form.inherit.crm.phonecalls</field>
|
||||
<field name="model">res.config.settings</field>
|
||||
<field name="inherit_id" ref="crm.res_config_settings_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<div data-string="CRM" position="inside">
|
||||
<h2>Phonecalls</h2>
|
||||
<div class="row mt16 o_settings_container">
|
||||
<div class="col-lg-6 o_setting_box">
|
||||
<div class="o_setting_left_pane">
|
||||
<field name="group_show_form_view" />
|
||||
</div>
|
||||
<div
|
||||
class="o_setting_right_pane"
|
||||
id="crm_phonecall_show_form_settings"
|
||||
>
|
||||
<label
|
||||
for="group_show_form_view"
|
||||
string="Enable form view for phone calls"
|
||||
/>
|
||||
<div class="text-muted">
|
||||
By default form view is disabled for calls, with this
|
||||
setting it is enabled for all users.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,23 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="view_partners_form_crm_calls_inherit" model="ir.ui.view">
|
||||
<field name="name">view.res.partner.form.crm.inherited.calls</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="crm.view_partners_form_crm1" />
|
||||
<field eval="18" name="priority" />
|
||||
<field name="arch" type="xml">
|
||||
<div name="button_box" position="inside">
|
||||
<button
|
||||
class="oe_stat_button"
|
||||
context="{'search_default_partner_id': active_id}"
|
||||
icon="fa-phone"
|
||||
name="%(crm_phonecall.crm_case_categ_phone_incoming0)d"
|
||||
type="action"
|
||||
groups="sales_team.group_sale_manager,base.group_partner_manager"
|
||||
>
|
||||
<field name="phonecall_count" string="Calls" widget="statinfo" />
|
||||
</button>
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Loading…
Add table
Add a link
Reference in a new issue