addons/crm/res_partner_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5          <!--  Partners inherited form -->
   6
   7         <record id="view_crm_partner_info_form1" model="ir.ui.view">
   8             <field name="name">res.partner.crm.info.inherit1</field>
   9             <field name="model">res.partner</field>
  10             <field name="type">form</field>
  11             <field name="inherit_id" ref="base.view_partner_form"/>
  12             <field name="arch" type="xml">
  13                 <page string="History" position="inside">
  14                     <field name="opportunity_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
  15                          <tree string="Leads and Opportunities"  colors="blue:state=='pending';gray:state=='cancel'">
  16                              <field name="create_date"/>
  17                              <field name="name"/>
  18                              <field name="type"/>
  19                              <field name="stage_id"/>
  20                              <button name="stage_previous" string="Previous"
  21                                  states="open,pending" type="object" icon="gtk-go-back" />
  22                              <button name="stage_next" string="Next"
  23                                  states="open,pending" type="object"
  24                                  icon="gtk-go-forward" />
  25                              <field name="user_id" />
  26                              <field name="state" />
  27                              <button name="case_cancel" string="Cancel"
  28                                  states="draft,open,pending" type="object"
  29                                  icon="gtk-cancel" />
  30                              <button name="case_open" string="Open"
  31                                  states="draft,pending" type="object"
  32                                  icon="gtk-go-forward" />
  33                              <button name="case_close" string="Close"
  34                                  states="open,draft,pending" type="object"
  35                                  icon="gtk-close" />
  36                              <button string="Convert to Opportunity"
  37                                  name="convert_opportunity"
  38                                  states="draft,open,pending" icon="gtk-index"
  39                                  type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
  40                              <button name="case_escalate" string="Escalate"
  41                                  states="open,draft,pending" type="object"
  42                                  icon="gtk-go-up" />
  43                          </tree>
  44                     </field>
  45                     <field name="meeting_ids" colspan="4" nolabel="1"  context="{'default_partner_id': active_id}">
  46                         <tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
  47                             <field name="user_id" string="Responsible"/>
  48                             <field name="name" string="Subject" />
  49                             <field name="date" string="Start Date" />
  50                             <field name="date_deadline" string="End Date"/>
  51                         </tree>
  52                     </field>
  53                     <field name="phonecall_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
  54                         <tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
  55                             <field name="date" string="Date"/>
  56                             <field name="name" string="Call Summary"/>
  57                             <field name="categ_id" string="Type" widget="selection"/>
  58                             <field name="user_id"/>
  59                             <field name="state"/>
  60                             <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
  61                             <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  62                             <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
  63                             <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  64                         </tree>
  65             <form string="Phone Call">
  66                  <group colspan="6" col="7">
  67                     <field name="name" required="1"/>
  68                     <field name="partner_phone"   attrs="{'required': [('categ_id.name', '=', 'Outbound')]}"/>
  69                     <field name="duration" widget="float_time" required="1"/>
  70                     <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  71
  72                     <field name="date" required="1"/>
  73                     <field name="user_id"/>
  74                     <field name="section_id" colspan="1" widget="selection" />
  75                     <button string="Convert to Opportunity"
  76                         name="%(phonecall2opportunity_act)d"
  77                         icon="gtk-index" type="action"
  78                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  79                     <label colspan="6"  string=""/>
  80                     <button string="Schedule Other Call"
  81                      icon="terp-call-start"
  82                     name="%(phonecall_to_phonecall_act)d"
  83                     type="action"  />
  84
  85                 </group>
  86
  87                 <group col="3" colspan="2">
  88                     <separator colspan="3" string="Contacts" />
  89                     <field name="partner_id"
  90                         on_change="onchange_partner_id(partner_id, email_from)" />
  91                     <button string="Create a Partner"
  92                         icon="terp-partner"
  93                         name="%(action_crm_phonecall2partner)d"
  94                         type="action"
  95                         attrs="{'invisible':[('partner_id','!=',False)]}"
  96                         groups="base.group_partner_manager" />
  97                     <newline/>
  98                     <field name="partner_address_id"
  99                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 100                     <newline/>
 101                     <field name="partner_mobile" />
 102                 </group>
 103                 <group col="2" colspan="2">
 104                     <separator colspan="2" string="Categorization" />
 105                     <field name="categ_id" widget="selection"
 106                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 107                         string="Type" />
 108                     <field name="priority"/>
 109                     <field name="opportunity_id"/>
 110                 </group>
 111                 <separator string="Description" colspan="4" />
 112                 <field name="description" nolabel="1" colspan="4" />
 113                 <separator colspan="4" />
 114                 <group col="8" colspan="4">
 115                     <field name="state" select="1" />
 116                     <button name="case_cancel" string="Cancel"
 117                         states="draft,open,pending" type="object"
 118                         icon="gtk-cancel" />
 119                     <button name="case_open" string="Open"
 120                         states="draft,pending" type="object"
 121                         icon="gtk-go-forward" />
 122                     <button name="case_pending" string="Not Held"
 123                         states="open" type="object" icon="gtk-media-pause" />
 124                     <button name="case_close" string="Held"
 125                         states="open,draft,pending" type="object"
 126                         icon="gtk-jump-to" />
 127                     <button name="case_reset" string="Reset to Draft"
 128                         states="done,cancel" type="object"
 129                         icon="gtk-convert" />
 130                 </group>
 131             </form>
 132
 133                     </field>
 134                 </page>
 135             </field>
 136         </record>
 137     </data>
 138 </openerp>
 139