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         <record id="view_partners_form_crm3" model="ir.ui.view">
  19                 <field name="name">view.res.partner.search.crm.inherited3</field>
  20                 <field name="model">res.partner</field>
  21                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
  22                 <field eval="18" name="priority"/>
  23                 <field name="arch" type="xml">
  24                     <xpath expr="//group[@string='Group By...']" position="after">
  25                         <group string="Display">
  26                             <filter string="Show Sales Team" context="{'invisible_section': False}"/>
  27                         </group>
  28                     </xpath>
  29                 </field>
  30         </record>
  31
  32         <!-- open meetings related to given partner -->
  33         <record id="crm_meeting_partner" model="ir.actions.act_window">
  34             <field name="name">Meetings</field>
  35             <field name="src_model">res.partner</field>
  36             <field name="res_model">crm.meeting</field>
  37             <field name="view_mode">calendar,tree,form,gantt</field>
  38             <field name="context">{'default_partner_ids': [active_id]}</field>
  39         </record>
  40
  41         <!-- open opportunities related to given partner -->
  42         <record model="ir.actions.act_window" id="relate_partner_opportunities">
  43             <field name="name">Opportunities</field>
  44             <field name="res_model">crm.lead</field>
  45             <field name="view_mode">kanban,tree,form,graph,calendar</field>
  46             <field name="domain">[('type','=','opportunity')]</field>
  47             <field name="context">{'search_default_partner_id': active_id,
  48                 'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
  49             <field name="view_id" eval="False"/>
  50             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  51             <field name="help" type="html">
  52               <p class="oe_view_nocontent_create">
  53                 Click to create an opportunity related to this customer.
  54               </p><p>
  55                 Use opportunities to keep track of your sales pipeline, follow
  56                 up potential sales and better forecast your future revenues.
  57               </p><p>
  58                 You will be able to plan meetings and phone calls from
  59                 opportunities, convert them into quotations, attach related
  60                 documents, track all discussions, and much more.
  61               </p>
  62             </field>
  63         </record>
  64         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
  65             <field name="sequence" eval="0"/>
  66             <field name="view_mode">kanban</field>
  67             <field name="view_id" ref="crm_case_kanban_view_leads"/>
  68             <field name="act_window_id" ref="relate_partner_opportunities"/>
  69         </record>
  70         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
  71             <field name="sequence" eval="1"/>
  72             <field name="view_mode">tree</field>
  73             <field name="view_id" ref="crm_case_tree_view_oppor"/>
  74             <field name="act_window_id" ref="relate_partner_opportunities"/>
  75         </record>
  76         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
  77             <field name="sequence" eval="2"/>
  78             <field name="view_mode">form</field>
  79             <field name="view_id" ref="crm_case_form_view_oppor"/>
  80             <field name="act_window_id" ref="relate_partner_opportunities"/>
  81         </record>
  82
  83         <!-- Partner kanban view inherte -->
  84         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
  85             <field name="name">res.partner.kanban.inherit</field>
  86             <field name="model">res.partner</field>
  87             <field name="inherit_id" ref="base.res_partner_kanban_view"/>
  88             <field name="priority" eval="10"/>
  89             <field name="arch" type="xml">
  90                 <field name="mobile" position="after">
  91                     <field name="opportunity_count"/>
  92                     <field name="meeting_count"/>
  93                 </field>
  94                 <xpath expr="//div[@class='oe_kanban_partner_links']" position="inside">
  95                     <a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
  96                         <t t-esc="record.opportunity_count.value"/> Opportunities
  97                     </a>
  98                     <a name="%(crm_meeting_partner)d" type="action" t-if="record.meeting_count.value>0">
  99                         <t t-esc="record.meeting_count.value"/> Meetings
 100                     </a>
 101                 </xpath>
 102             </field>
 103         </record>
 104
 105
 106         <record model="ir.ui.view" id="res_partner_view_buttons">
 107             <field name="name">res.partner.view.buttons</field>
 108             <field name="model">res.partner</field>
 109             <field name="inherit_id" ref="base.view_partner_form" />
 110             <field name="priority" eval="10"/>
 111             <field name="arch" type="xml">
 112                 <xpath expr="//div[@name='buttons']" position="inside">
 113                     <button type="action"
 114                         string="Meetings"
 115                         name="%(base_calendar.action_crm_meeting)d"
 116                         context="{'search_default_partner_ids': active_id, 'default_partner_ids' : [active_id]}"/>
 117                     <button type="action" string="Calls"
 118                         name="%(crm.crm_case_categ_phone_incoming0)d"
 119                         context="{'search_default_partner_id': active_id, 'default_duration': 1.0}" />
 120                     <button type="action" string="Opportunities" attrs="{'invisible': [('customer', '=', False)]}"
 121                         name="%(crm.crm_case_category_act_oppor11)d" context="{'search_default_partner_id': active_id}"/>
 122                 </xpath>
 123             </field>
 124         </record>
 125
 126     </data>
 127 </openerp>
 128