addons/crm/res_partner_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   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"/>
  14                     </field>
  15                 </field>
  16         </record>
  17
  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>
  25         </record>
  26
  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.
  40               </p><p>
  41                 Use opportunities to keep track of your sales pipeline, follow
  42                 up potential sales and better forecast your future revenues.
  43               </p><p>
  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.
  47               </p>
  48             </field>
  49         </record>
  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"/>
  55         </record>
  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"/>
  61         </record>
  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"/>
  67         </record>
  68
  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"/>
  79                 </field>
  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
  83                     </a>
  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
  86                     </a>
  87                 </xpath>
  88             </field>
  89         </record>
  90
  91
  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">
  99                     <button type="action"
 100                         string="Meetings"
 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}"/>
 108                 </xpath>
 109             </field>
 110         </record>
 111
 112     </data>
 113 </openerp>
 114