crm_task_view.xml 7.5 KB

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  1. <?xml version="1.0" encoding="utf-8"?>
  2. <openerp>
  3. <data>
  4. <record model="ir.ui.view" id="crm_task_form">
  5. <field name="name">crm_task_form</field>
  6. <field name="model">crm.task</field>
  7. <field name="type">form</field>
  8. <field name="new">new</field>
  9. <field name="arch" type="xml">
  10. <form>
  11. <header class="oe_edit_only">
  12. <button name="createOpportunity" string="Convertir a Oportunidad" type="object" attrs="{'invisible':['|',('is_opportunity','!=', False),('opportunity_id','!=', False)]}"/>
  13. <field name="state" clickable="True" widget="statusbar"/>
  14. </header>
  15. <sheet>
  16. <group>
  17. <field name="task_type_id" widget="radio" required='True'/>
  18. </group>
  19. <group>
  20. <field name="name" required='True'/>
  21. <field name="date_action_next"/>
  22. <field name="opportunity_id"
  23. options='{"no_create": 1, "no_create_edit": 1}'/>
  24. <field name="partner_id" required='True'/>
  25. <field name="user_id" options='{"no_create": 1, "no_create_edit": 1}' required='True'/>
  26. <field name="description"/>
  27. <field name="is_opportunity" invisible='1'/>
  28. </group>
  29. </sheet>
  30. </form>
  31. </field>
  32. </record>
  33. <record id="task_filter" model="ir.ui.view">
  34. <field name="name">CRM - Opportunities Search</field>
  35. <field name="model">crm.task</field>
  36. <field name="arch" type="xml">
  37. <search string="Search Opportunities">
  38. <field name="partner_id" string="Cliente" filter_domain="[('partner_id','ilike',self)]"/>
  39. <field name="opportunity_id" string="Oportunidad"/>
  40. <field name="state" string="Estado"/>
  41. <field name="user_id" string="Responsable"/>
  42. <field string="Tipo de Tarea" name="task_type_id"/>
  43. <filter string="Mis Tareas" name="assigned_to_me"
  44. domain="[('user_id', '=', uid)]"
  45. help="Tasks that are assigned to me"/>
  46. <group expand="0" string="Group By">
  47. <filter name="group_by_customer" string="Cliente" context="{'group_by':'partner_id'}"/>
  48. <filter name="group_by_seller" string="Responsable" context="{'group_by':'user_id'}"/>
  49. <filter name="group_by_type" string="Tipo de Tarea" context="{'group_by':'task_type_id'}"/>
  50. <filter name="group_by_state" string="Estado" context="{'group_by':'state'}"/>
  51. </group>
  52. </search>
  53. </field>
  54. </record>
  55. <record id="crm_task_calendar" model="ir.ui.view">
  56. <field name="name">Calendario de Tareas</field>
  57. <field name="model">crm.task</field>
  58. <field name="type">calendar</field>
  59. <field name="arch" type="xml">
  60. <calendar color="task_type_id" quick_add="false" date_start="date_action_next" date_stop="" string="Tareas" event_open_popup="%(crm_task_form)d">
  61. <field name="name"/>
  62. </calendar>
  63. </field>
  64. </record>
  65. <record model="ir.ui.view" id="crm_task_tree">
  66. <field name="name">crm_task_tree</field>
  67. <field name="model">crm.task</field>
  68. <field name="type">tree</field>
  69. <field name="arch" type="xml">
  70. <tree string="Oportunidades" clickable="True" colors="red:expired_date == True and state == 'pending';gray:state == 'cancel';green:state == 'pending'">
  71. <field name="task_type_id" options='{"no_open": True, "no_create": 1, "no_create_edit": 1}'/>
  72. <field name="date_action_next"/>
  73. <field name="name"/>
  74. <field name="description"/>
  75. <field name="user_id"/>
  76. <field name="partner_id"/>
  77. <field name="state"/>
  78. <field name="expired_date" invisible='1'/>
  79. <button name="action_done" string="Realizado" type="object" icon="gtk-apply" attrs="{'invisible':[('state','=','done')]}"/>
  80. <button name="action_done" string="Pendiente" type="object" icon="gtk-undo" attrs="{'invisible':[('state','=','pending')]}"/>
  81. <button name="action_cancel" string="Cancelado" type="object" icon="gtk-cancel" attrs="{'invisible':[('state','=','cancel')]}"/>
  82. </tree>
  83. </field>
  84. </record>
  85. <record id="crm_task_from_partner" model="ir.actions.act_window">
  86. <field name="name">Tareas</field>
  87. <field name="res_model">crm.task</field>
  88. <field name="view_type">form</field>
  89. <field name="view_mode">calendar,tree,form</field>
  90. <field name="context">{"search_default_state":'pending', 'search_default_user_id': uid}</field>
  91. <field name="search_view_id" ref="task_filter"/>
  92. <field name="help" type="html">
  93. <p class="oe_view_nocontent_create">
  94. Click to create a new task.
  95. </p>
  96. </field>
  97. </record>
  98. <record model="ir.actions.act_window.view" id="action_crm_task_calendar">
  99. <field name="sequence" eval="1"/>
  100. <field name="view_mode">calendar</field>
  101. <field name="view_id" ref="crm_task_calendar"/>
  102. <field name="act_window_id" ref="crm_task_from_partner"/>
  103. </record>
  104. <record model="ir.actions.act_window.view" id="action_crm_tree_task">
  105. <field name="sequence" eval="2"/>
  106. <field name="view_mode">tree</field>
  107. <field name="view_id" ref="crm_task_tree"/>
  108. <field name="act_window_id" ref="crm_task_from_partner"/>
  109. </record>
  110. <!-- Tree Wizard view from kanban -->
  111. <record id="tree_wizard_filter" model="ir.ui.view">
  112. <field name="name">tree_wizard_filter</field>
  113. <field name="model">crm.task</field>
  114. <field name="arch" type="xml">
  115. <search string="Search Task">
  116. </search>
  117. </field>
  118. </record>
  119. <record id="action_tree_wizard" model="ir.actions.act_window">
  120. <field name="name">Tareas</field>
  121. <field name="res_model">crm.task</field>
  122. <field name="view_type">form</field>
  123. <field name="view_mode">tree</field>
  124. <field name="target">new</field>
  125. <field name="search_view_id" ref="tree_wizard_filter"/>
  126. <field name="domain">[('opportunity_id', '=', active_id),('state','=','pending')]</field>
  127. </record>
  128. <!-- Form Wizard view with custom buttons -->
  129. <record model="ir.ui.view" id="crm_task_wizard">
  130. <field name="name">crm_task_wizard</field>
  131. <field name="model">crm.task</field>
  132. <field name="type">form</field>
  133. <field name="target">new</field>
  134. <field name="arch" type="xml">
  135. <form>
  136. <header class="oe_edit_only" >
  137. <button name="createOpportunity" string="Convertir a Oportunidad" type="object" attrs="{'invisible':['|',('is_opportunity','!=', False),('opportunity_id','!=', False)]}"/>
  138. <field name="state" clickable="True" widget="statusbar"/>
  139. </header>
  140. <sheet>
  141. <group>
  142. <field name="task_type_id" widget="radio" required='True'/>
  143. </group>
  144. <group>
  145. <field name="name" required='True'/>
  146. <field name="date_action_next"/>
  147. <field name="opportunity_id"
  148. options='{"no_create": 1, "no_create_edit": 1}'/>
  149. <field name="partner_id" required='True'/>
  150. <field name="user_id" required='True' options='{"no_create": 1, "no_create_edit": 1}'/>
  151. <field name="description"/>
  152. <field name="is_opportunity" invisible='1'/>
  153. </group>
  154. </sheet>
  155. <footer>
  156. <button name="write" string="Crear" type="object" class="oe_highlight"/> o
  157. <button string="Cancelar" class="oe_link" special="cancel"/>
  158. </footer>
  159. </form>
  160. </field>
  161. </record>
  162. </data>
  163. </openerp>