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_tree_crm2" model="ir.ui.view">
  19                 <field name="name">view.res.partner.tree.crm.inherited2</field>
  20                 <field name="model">res.partner</field>
  21                 <field name="inherit_id" ref="base.view_partner_tree"/>
  22                 <field eval="18" name="priority"/>
  23                 <field name="arch" type="xml">
  24                     <field name="phone" position="after">
  25                         <field name="section_id" completion="1" invisible="context.get('invisible_section', True)"/>
  26                     </field>
  27                 </field>
  28         </record>
  29
  30         <record id="view_partners_form_crm3" model="ir.ui.view">
  31                 <field name="name">view.res.partner.search.crm.inherited3</field>
  32                 <field name="model">res.partner</field>
  33                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
  34                 <field eval="18" name="priority"/>
  35                 <field name="arch" type="xml">
  36                     <field name="category_id" position="after">
  37                         <field name="section_id" completion="1"/>
  38                         <field name="section_id" completion="1" widget="selection" context="{'invisible_section': False}"/>
  39                     </field>
  40                     <xpath expr="//field[@name='user_id']" position="after">
  41                         <field name="country_id"/>
  42                     </xpath>
  43                     <xpath expr="//group[@string='Group By...']" position="after">
  44                         <group string="Display">
  45                             <filter string="Show Sales Team" context="{'invisible_section': False}"/>
  46                         </group>
  47                     </xpath>
  48                 </field>
  49         </record>
  50
  51         <!-- open meetings related to given partner -->
  52         <record id="crm_meeting_partner" model="ir.actions.act_window">
  53             <field name="name">Meetings</field>
  54             <field name="src_model">res.partner</field>
  55             <field name="res_model">crm.meeting</field>
  56             <field name="view_mode">calendar,tree,form,gantt</field>
  57             <field name="context">{'search_default_partner_ids': active_id}</field>
  58         </record>
  59
  60         <!-- open opportunities related to given partner -->
  61         <record model="ir.actions.act_window" id="relate_partner_opportunities">
  62             <field name="name">Opportunities</field>
  63             <field name="res_model">crm.lead</field>
  64             <field name="view_mode">kanban,tree,form,graph,calendar</field>
  65             <field name="domain">[('type','=','opportunity')]</field>
  66             <field name="context">{'search_default_partner_id': active_id,
  67                 'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
  68             <field name="view_id" eval="False"/>
  69             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  70             <field name="help" type="html">
  71               <p class="oe_view_nocontent_create">
  72                 Click to create an opportunity related to this customer.
  73               </p><p>
  74                 Use opportunities to keep track of your sales pipeline, follow
  75                 up potential sales and better forecast your future revenues.
  76               </p><p>
  77                 You will be able to plan meetings and phone calls from
  78                 opportunities, convert them into quotations, attach related
  79                 documents, track all discussions, and much more.
  80               </p>
  81             </field>
  82         </record>
  83         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
  84             <field name="sequence" eval="0"/>
  85             <field name="view_mode">kanban</field>
  86             <field name="view_id" ref="crm_case_kanban_view_leads"/>
  87             <field name="act_window_id" ref="relate_partner_opportunities"/>
  88         </record>
  89         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
  90             <field name="sequence" eval="1"/>
  91             <field name="view_mode">tree</field>
  92             <field name="view_id" ref="crm_case_tree_view_oppor"/>
  93             <field name="act_window_id" ref="relate_partner_opportunities"/>
  94         </record>
  95         <record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
  96             <field name="sequence" eval="2"/>
  97             <field name="view_mode">form</field>
  98             <field name="view_id" ref="crm_case_form_view_oppor"/>
  99             <field name="act_window_id" ref="relate_partner_opportunities"/>
 100         </record>
 101
 102         <!-- Partner kanban view inherte -->
 103         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
 104             <field name="name">res.partner.kanban.inherit</field>
 105             <field name="model">res.partner</field>
 106             <field name="inherit_id" ref="base.res_partner_kanban_view"/>
 107             <field name="priority" eval="10"/>
 108             <field name="arch" type="xml">
 109                 <field name="mobile" position="after">
 110                     <field name="opportunity_count"/>
 111                     <field name="meeting_count"/>
 112                 </field>
 113                 <xpath expr="//div[@class='oe_kanban_partner_links']" position="inside">
 114                     <a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
 115                         <t t-esc="record.opportunity_count.value"/> Opportunities
 116                     </a>
 117                     <a name="%(crm_meeting_partner)d" type="action" t-if="record.meeting_count.value>0">
 118                         <t t-esc="record.meeting_count.value"/> Meetings
 119                     </a>
 120                 </xpath>
 121             </field>
 122         </record>
 123
 124
 125         <record model="ir.ui.view" id="res_partner_view_buttons">
 126             <field name="name">res.partner.view.buttons</field>
 127             <field name="model">res.partner</field>
 128             <field name="inherit_id" ref="base.view_partner_form" />
 129             <field name="priority" eval="10"/>
 130             <field name="arch" type="xml">
 131                 <xpath expr="//div[@name='buttons']" position="inside">
 132                     <button type="action"
 133                         string="Schedule a Meeting"
 134                         name="%(base_calendar.action_crm_meeting)d"
 135                         context="{'search_default_partner_ids': active_id, 'default_partner_ids' : [active_id]}"/>
 136                     <button type="action" string="Schedule a Call"
 137                         name="%(crm.crm_case_categ_phone_create_partner)d"
 138                         context="{'search_default_partner_id': active_id, 'default_duration': 1.0}" />
 139                     <button type="action" string="Opportunities" attrs="{'invisible': [('customer', '=', False)]}"
 140                         name="%(crm.crm_case_category_act_oppor11)d" context="{'search_default_partner_id': active_id}"/>
 141                 </xpath>
 142             </field>
 143         </record>
 144
 145     </data>
 146 </openerp>
 147