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                             groups="base.group_extended"/>
  16                     </field>
  17                 </field>
  18         </record>
  19
  20         <record id="view_partners_tree_crm2" model="ir.ui.view">
  21                 <field name="name">view.res.partner.tree.crm.inherited2</field>
  22                 <field name="model">res.partner</field>
  23                 <field name="type">tree</field>
  24                 <field name="inherit_id" ref="base.view_partner_tree"/>
  25                 <field eval="18" name="priority"/>
  26                 <field name="arch" type="xml">
  27                     <field name="country" position="after">
  28                         <field name="section_id" completion="1" widget="selection"
  29                             groups="base.group_extended"/>
  30                     </field>
  31                 </field>
  32         </record>
  33
  34         <record id="view_partners_form_crm3" model="ir.ui.view">
  35                 <field name="name">view.res.partner.search.crm.inherited3</field>
  36                 <field name="model">res.partner</field>
  37                 <field name="type">search</field>
  38                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
  39                 <field eval="18" name="priority"/>
  40                 <field name="arch" type="xml">
  41                     <field name="category_id" position="after">
  42                         <field name="section_id" completion="1" widget="selection"
  43                             groups="base.group_extended"/>
  44                     </field>
  45                 </field>
  46         </record>
  47
  48         <!-- Add History tabs to res.partner form -->
  49         <record id="view_crm_partner_info_form1" model="ir.ui.view">
  50             <field name="name">res.partner.crm.info.inherit1</field>
  51             <field name="model">res.partner</field>
  52             <field name="type">form</field>
  53             <field name="inherit_id" ref="base.view_partner_form"/>
  54             <field name="arch" type="xml">
  55                 <page string="History" position="inside">
  56                     <field name="opportunity_ids" colspan="4" nolabel="1">
  57                          <tree string="Leads and Opportunities"  colors="blue:state=='pending';gray:state=='cancel'">
  58                              <field name="create_date"/>
  59                              <field name="name"/>
  60                              <field name="type"/>
  61                              <field name="stage_id"/>
  62                              <button name="stage_previous" string="Previous"
  63                                  states="open,pending" type="object" icon="gtk-go-back" />
  64                              <button name="stage_next" string="Next"
  65                                  states="open,pending" type="object"
  66                                  icon="gtk-go-forward" />
  67                              <field name="user_id" />
  68                              <field name="state" />
  69                              <button name="case_cancel" string="Cancel"
  70                                  states="draft,open,pending" type="object"
  71                                  icon="gtk-cancel" />
  72                              <button name="case_open" string="Open"
  73                                  states="draft,pending" type="object"
  74                                  icon="gtk-go-forward" />
  75                              <button name="case_close" string="Close"
  76                                  states="open,draft,pending" type="object"
  77                                  icon="gtk-close" />
  78                              <button string="Convert to Opportunity"
  79                                  name="convert_opportunity"
  80                                  states="draft,open,pending" icon="gtk-index"
  81                                  type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
  82                              <button name="case_escalate" string="Escalate"
  83                                  states="open,draft,pending" type="object"
  84                                  icon="gtk-go-up" />
  85                          </tree>
  86                     </field>
  87                     <field name="meeting_ids" colspan="4" nolabel="1">
  88                         <tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
  89                             <field name="state" invisible="1"/>
  90                             <field name="user_id" string="Responsible"/>
  91                             <field name="name" string="Subject" />
  92                             <field name="date" string="Start Date" />
  93                             <field name="date_deadline" string="End Date"/>
  94                         </tree>
  95                     </field>
  96                     <field name="phonecall_ids" colspan="4" nolabel="1">
  97                         <tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
  98                             <field name="date" string="Date"/>
  99                             <field name="name" string="Call Summary"/>
 100                             <field name="categ_id" widget="selection"/>
 101                             <field name="user_id"/>
 102                             <field name="state"/>
 103                             <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
 104                             <button name="case_open" string="Todo" states="draft,pending" type="object" icon="gtk-go-forward"/>
 105                             <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
 106                             <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
 107                         </tree>
 108                     </field>
 109                 </page>
 110             </field>
 111         </record>
 112
 113
 114
 115     </data>
 116 </openerp>
 117