addons/crm/res_partner_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- open meetings related to given partner -->
   6         <record id="calendar_event_partner" model="ir.actions.act_window">
   7             <field name="name">Meetings</field>
   8             <field name="src_model">res.partner</field>
   9             <field name="res_model">calendar.event</field>
  10             <field name="view_mode">calendar,tree,form,gantt</field>
  11             <field name="context">{'default_partner_ids': [active_id]}</field>
  12         </record>
  13
  14         <!-- open opportunities related to given partner -->
  15         <record model="ir.actions.act_window" id="relate_partner_opportunities">
  16             <field name="name">Opportunities</field>
  17             <field name="res_model">crm.lead</field>
  18             <field name="view_mode">kanban,tree,form,graph,calendar</field>
  19             <field name="domain">[('type','=','opportunity')]</field>
  20             <field name="context">{
  21                 'search_default_partner_id': active_id,
  22                 'stage_type': 'opportunity',
  23                 'default_type': 'opportunity'
  24             }</field>
  25             <field name="view_id" eval="False"/>
  26             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  27             <field name="help" type="html">
  28               <p class="oe_view_nocontent_create">
  29                 Click to create an opportunity related to this customer.
  30               </p><p>
  31                 Use opportunities to keep track of your sales pipeline, follow
  32                 up potential sales and better forecast your future revenues.
  33               </p><p>
  34                 You will be able to plan meetings and phone calls from
  35                 opportunities, convert them into quotations, attach related
  36                 documents, track all discussions, and much more.
  37               </p>
  38             </field>
  39         </record>
  40         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
  41             <field name="sequence" eval="0"/>
  42             <field name="view_mode">kanban</field>
  43             <field name="view_id" ref="crm_case_kanban_view_leads"/>
  44             <field name="act_window_id" ref="relate_partner_opportunities"/>
  45         </record>
  46         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
  47             <field name="sequence" eval="1"/>
  48             <field name="view_mode">tree</field>
  49             <field name="view_id" ref="crm_case_tree_view_oppor"/>
  50             <field name="act_window_id" ref="relate_partner_opportunities"/>
  51         </record>
  52         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
  53             <field name="sequence" eval="2"/>
  54             <field name="view_mode">form</field>
  55             <field name="view_id" ref="crm_case_form_view_oppor"/>
  56             <field name="act_window_id" ref="relate_partner_opportunities"/>
  57         </record>
  58
  59         <!-- Partner kanban view inherte -->
  60         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
  61             <field name="name">res.partner.kanban.inherit</field>
  62             <field name="model">res.partner</field>
  63             <field name="inherit_id" ref="base.res_partner_kanban_view"/>
  64             <field name="priority" eval="10"/>
  65             <field name="arch" type="xml">
  66                 <field name="mobile" position="after">
  67                     <field name="opportunity_count"/>
  68                     <field name="meeting_count"/>
  69                 </field>
  70                 <xpath expr="//div[@class='oe_kanban_partner_links']" position="inside">
  71                     <a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
  72                         <t t-esc="record.opportunity_count.value"/> Opportunities
  73                     </a>
  74                     <a name="%(calendar_event_partner)d" type="action" t-if="record.meeting_count.value>0">
  75                         <t t-esc="record.meeting_count.value"/> Meetings
  76                     </a>
  77                 </xpath>
  78             </field>
  79         </record>
  80
  81         <!-- Add section_id (SalesTeam) and contextual button on partner form view -->
  82         <record id="view_partners_form_crm1" model="ir.ui.view">
  83             <field name="name">view.res.partner.form.crm.inherited1</field>
  84             <field name="model">res.partner</field>
  85             <field name="inherit_id" ref="base.view_partner_form"/>
  86             <field eval="18" name="priority"/>
  87             <field name="arch" type="xml">
  88                 <data>
  89                     <field name="user_id" position="after">
  90                         <field name="section_id" completion="1" groups="base.group_multi_salesteams"/>
  91                     </field>
  92                     <xpath expr="//div[@name='buttons']" position="inside">
  93                         <button class="oe_inline" type="action" string="Opportunities"
  94                             attrs="{'invisible': [('customer', '=', False)]}"
  95                             name="%(crm.crm_case_category_act_oppor11)d"
  96                             context="{'search_default_partner_id': active_id}"/>
  97                         <button class="oe_inline" type="action"
  98                             string="Schedule a Meeting"
  99                             name="%(calendar.action_calendar_event)d"
 100                             context="{'user_id': user_id}"/>
 101                         <button class="oe_inline" type="action" string="Calls"
 102                             name="%(crm.crm_case_categ_phone_incoming0)d"
 103                             context="{'search_default_partner_id': active_id, 'default_duration': 1.0}" />
 104                     </xpath>
 105                 </data>
 106             </field>
 107         </record>
 108
 109     </data>
 110 </openerp>
 111