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="section_id"
  26                                  invisible="context.get('invisible_section', True)" />
  27                              <field name="user_id" />
  28                              <field name="state" />
  29                              <button name="case_cancel" string="Cancel"
  30                                  states="draft,open,pending" type="object"
  31                                  icon="gtk-cancel" />
  32                              <button name="case_open" string="Open"
  33                                  states="draft,pending" type="object"
  34                                  icon="gtk-go-forward" />
  35                              <button name="case_close" string="Close"
  36                                  states="open,draft,pending" type="object"
  37                                  icon="gtk-close" />
  38                              <button string="Convert to Opportunity"
  39                                  name="convert_opportunity"
  40                                  states="draft,open,pending" icon="gtk-index"
  41                                  type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
  42                              <button name="case_escalate" string="Escalate"
  43                                  states="open,draft,pending" type="object"
  44                                  icon="gtk-go-up" />
  45                          </tree>
  46                     </field>
  47                     <field name="meeting_ids" colspan="4" nolabel="1"  context="{'default_partner_id': active_id}">
  48                         <tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
  49                             <field name="user_id" string="Responsible"/>
  50                             <field name="name" string="Subject" />
  51                             <field name="date" string="Start Date" />
  52                             <field name="date_deadline" string="End Date"/>
  53                         </tree>
  54                     </field>
  55                     <field name="phonecall_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
  56                         <tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
  57                             <field name="date" string="Date"/>
  58                             <field name="name" string="Call Summary"/>
  59                             <field name="categ_id"/>
  60                             <field name="user_id"/>
  61                             <field name="state"/>
  62                             <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
  63                             <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  64                             <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
  65                             <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
  66                         </tree>
  67             <form string="Phone Call">
  68                  <group colspan="6" col="7">
  69                     <field name="name" required="1"/>
  70                     <field name="partner_phone"   attrs="{'required': [('categ_id.name', '=', 'Outbound')]}"/>
  71                     <field name="duration" widget="float_time" required="1"/>
  72                     <button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
  73
  74                     <field name="date" required="1"/>
  75                     <field name="user_id"/>
  76                     <field name="section_id" colspan="1" widget="selection" />
  77                     <button string="aaaaaaaaaConvert to Opportunity"
  78                         name="%(phonecall2opportunity_act)d"
  79                         icon="gtk-index" type="action"
  80                         attrs="{'invisible':[('opportunity_id','!=',False)]}" />
  81                     <label colspan="6"  string=""/>
  82                     <button string="Schedule Other Call"
  83                      icon="terp-call-start"
  84                     name="%(phonecall_to_phonecall_act)d"
  85                     type="action"  />
  86
  87                 </group>
  88
  89                 <group col="3" colspan="2">
  90                     <separator colspan="3" string="Contacts" />
  91                     <field name="partner_id"
  92                         on_change="onchange_partner_id(partner_id, email_from)" />
  93                     <button string="Create a Partner"
  94                         icon="terp-partner"
  95                         name="%(action_crm_phonecall2partner)d"
  96                         type="action"
  97                         attrs="{'invisible':[('partner_id','!=',False)]}" />
  98                     <newline/>
  99                     <field name="partner_address_id"
 100                         on_change="onchange_partner_address_id(partner_address_id, email_from)" />
 101                     <newline/>
 102                     <field name="partner_mobile" />
 103                 </group>
 104                 <group col="2" colspan="2">
 105                     <separator colspan="2" string="Categorization" />
 106                     <field name="categ_id" widget="selection"
 107                         domain="[('object_id.model', '=', 'crm.phonecall')]"
 108                         string="Type" />
 109                     <field name="priority"/>
 110                     <field name="opportunity_id"/>
 111                 </group>
 112                 <separator string="Description" colspan="4" />
 113                 <field name="description" nolabel="1" colspan="4" />
 114                 <separator colspan="4" />
 115                 <group col="8" colspan="4">
 116                     <field name="state" select="1" />
 117                     <button name="case_cancel" string="Cancel"
 118                         states="draft,open,pending" type="object"
 119                         icon="gtk-cancel" />
 120                     <button name="case_open" string="Open"
 121                         states="draft,pending" type="object"
 122                         icon="gtk-go-forward" />
 123                     <button name="case_pending" string="Not Held"
 124                         states="open" type="object" icon="gtk-media-pause" />
 125                     <button name="case_close" string="Held"
 126                         states="open,draft,pending" type="object"
 127                         icon="gtk-jump-to" />
 128                     <button name="case_reset" string="Reset to Draft"
 129                         states="done,cancel" type="object"
 130                         icon="gtk-convert" />
 131                 </group>
 132             </form>
 133
 134                     </field>
 135                 </page>
 136             </field>
 137         </record>
 138     </data>
 139 </openerp>
 140