5 <!-- Add section_id (Sales Team) to res.partner -->
6 <record id="view_partners_form_crm1" model="ir.ui.view">
7 <field name="name">view.res.partner.form.crm.inherited1</field>
8 <field name="model">res.partner</field>
9 <field name="inherit_id" ref="base.view_partner_form"/>
10 <field eval="18" name="priority"/>
11 <field name="arch" type="xml">
12 <field name="user_id" position="after">
13 <field name="section_id" completion="1"/>
18 <!-- open meetings related to given partner -->
19 <record id="crm_meeting_partner" model="ir.actions.act_window">
20 <field name="name">Meetings</field>
21 <field name="src_model">res.partner</field>
22 <field name="res_model">crm.meeting</field>
23 <field name="view_mode">calendar,tree,form,gantt</field>
24 <field name="context">{'default_partner_ids': [active_id]}</field>
27 <!-- open opportunities related to given partner -->
28 <record model="ir.actions.act_window" id="relate_partner_opportunities">
29 <field name="name">Opportunities</field>
30 <field name="res_model">crm.lead</field>
31 <field name="view_mode">kanban,tree,form,graph,calendar</field>
32 <field name="domain">[('type','=','opportunity')]</field>
33 <field name="context">{'search_default_partner_id': active_id,
34 'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
35 <field name="view_id" eval="False"/>
36 <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
37 <field name="help" type="html">
38 <p class="oe_view_nocontent_create">
39 Click to create an opportunity related to this customer.
41 Use opportunities to keep track of your sales pipeline, follow
42 up potential sales and better forecast your future revenues.
44 You will be able to plan meetings and phone calls from
45 opportunities, convert them into quotations, attach related
46 documents, track all discussions, and much more.
50 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
51 <field name="sequence" eval="0"/>
52 <field name="view_mode">kanban</field>
53 <field name="view_id" ref="crm_case_kanban_view_leads"/>
54 <field name="act_window_id" ref="relate_partner_opportunities"/>
56 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
57 <field name="sequence" eval="1"/>
58 <field name="view_mode">tree</field>
59 <field name="view_id" ref="crm_case_tree_view_oppor"/>
60 <field name="act_window_id" ref="relate_partner_opportunities"/>
62 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
63 <field name="sequence" eval="2"/>
64 <field name="view_mode">form</field>
65 <field name="view_id" ref="crm_case_form_view_oppor"/>
66 <field name="act_window_id" ref="relate_partner_opportunities"/>
69 <!-- Partner kanban view inherte -->
70 <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
71 <field name="name">res.partner.kanban.inherit</field>
72 <field name="model">res.partner</field>
73 <field name="inherit_id" ref="base.res_partner_kanban_view"/>
74 <field name="priority" eval="10"/>
75 <field name="arch" type="xml">
76 <field name="mobile" position="after">
77 <field name="opportunity_count"/>
78 <field name="meeting_count"/>
80 <xpath expr="//div[@class='oe_kanban_partner_links']" position="inside">
81 <a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
82 <t t-esc="record.opportunity_count.value"/> Opportunities
84 <a name="%(crm_meeting_partner)d" type="action" t-if="record.meeting_count.value>0">
85 <t t-esc="record.meeting_count.value"/> Meetings
92 <record model="ir.ui.view" id="res_partner_view_buttons">
93 <field name="name">res.partner.view.buttons</field>
94 <field name="model">res.partner</field>
95 <field name="inherit_id" ref="base.view_partner_form" />
96 <field name="priority" eval="10"/>
97 <field name="arch" type="xml">
98 <xpath expr="//div[@name='buttons']" position="inside">
101 name="%(base_calendar.action_crm_meeting)d"
102 context="{'search_default_partner_ids': active_id, 'default_partner_ids' : [active_id]}"/>
103 <button type="action" string="Calls"
104 name="%(crm.crm_case_categ_phone_incoming0)d"
105 context="{'search_default_partner_id': active_id, 'default_duration': 1.0}" />
106 <button type="action" string="Opportunities" attrs="{'invisible': [('customer', '=', False)]}"
107 name="%(crm.crm_case_category_act_oppor11)d" context="{'search_default_partner_id': active_id}"/>