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="type">form</field>
  10                 <field name="inherit_id" ref="base.view_partner_form"/>
  11                 <field eval="18" name="priority"/>
  12                 <field name="arch" type="xml">
  13                     <field name="user_id" position="after">
  14                         <field name="section_id" completion="1" widget="selection"/>
  15                     </field>
  16                 </field>
  17         </record>
  18
  19         <record id="view_partners_tree_crm2" model="ir.ui.view">
  20                 <field name="name">view.res.partner.tree.crm.inherited2</field>
  21                 <field name="model">res.partner</field>
  22                 <field name="type">tree</field>
  23                 <field name="inherit_id" ref="base.view_partner_tree"/>
  24                 <field eval="18" name="priority"/>
  25                 <field name="arch" type="xml">
  26                     <field name="phone" position="after">
  27                         <field name="section_id" completion="1" widget="selection"/>
  28                     </field>
  29                 </field>
  30         </record>
  31
  32         <record id="view_partners_form_crm3" model="ir.ui.view">
  33                 <field name="name">view.res.partner.search.crm.inherited3</field>
  34                 <field name="model">res.partner</field>
  35                 <field name="type">search</field>
  36                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
  37                 <field eval="18" name="priority"/>
  38                 <field name="arch" type="xml">
  39                     <field name="category_id" position="after">
  40                         <field name="section_id" completion="1" widget="selection"/>
  41                     </field>
  42                     <xpath expr="//field[@name='user_id']" position="after">
  43                         <field name="country_id"/>
  44                     </xpath>
  45                 </field>
  46         </record>
  47
  48     <act_window
  49         id="crm_meeting_partner"
  50         name="Meetings"
  51         res_model="crm.meeting"
  52         src_model="res.partner"
  53         view_mode="calendar,tree,form,gantt"
  54         context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
  55     />
  56     <act_window
  57         id="act_res_partner_2_opportunity"
  58         name="Opportunities"
  59         res_model="crm.lead"
  60         src_model="res.partner"
  61         view_mode="kanban,tree,form,graph,calendar"
  62         domain="[('type','=','opportunity')]"
  63         context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
  64         />
  65
  66 <!-- Partner kanban view inherte -->
  67         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
  68             <field name="name">res.partner.kanban.inherit</field>
  69             <field name="model">res.partner</field>
  70             <field name="type">kanban</field>
  71             <field name="inherit_id" ref="base.res_partner_kanban_view"/>
  72             <field name="arch" type="xml">
  73                 <field name="mobile" position="after">
  74                     <field name="opportunity_count"/>
  75                     <field name="meeting_count"/>
  76                 </field>
  77                  <xpath expr="//h4[@class='oe_partner_heading']" position="after">
  78                         <a name="%(act_res_partner_2_opportunity)d" type="action">
  79                             <t t-if="record.opportunity_count.value">Opportunities(<t t-esc="record.opportunity_count.value"/>)</t>
  80                         </a>
  81                         <a name="%(crm_meeting_partner)d" type="action">
  82                             <t t-if="record.meeting_count.value">Meetings(<t t-esc="record.meeting_count.value"/>)</t>
  83                         </a>
  84                 </xpath>
  85             </field>
  86         </record>
  87
  88
  89         <record model="ir.ui.view" id="res_partner_view_buttons">
  90             <field name="name">res.partner.view.buttons</field>
  91             <field name="model">res.partner</field>
  92             <field name="type">form</field>
  93             <field name="inherit_id" ref="base.view_partner_form" />
  94             <field name="arch" type="xml">
  95                 <xpath expr="//div[@name='buttons']" position="inside">
  96                     <button type="action"
  97                         string="Schedule a Meeting"
  98                         name="%(crm.crm_case_categ_meet_create_partner)d"
  99                         context="{'search_default_partner_id': [active_id], 'default_duration': 4.0}"/>
 100                     <button type="action" string="Schedule a Call"
 101                         name="%(crm.crm_case_categ_phone_create_partner)d"
 102                         context="{'search_default_partner_id': [active_id], 'default_duration': 1.0, 'default_partner_id': active_id}" />
 103                     <button type="action" string="Create an Opportunity"
 104                         name="%(crm.action_view_crm_partner2opportunity)d" />
 105                 </xpath>
 106             </field>
 107         </record>
 108
 109     </data>
 110 </openerp>
 111