5 <!-- open meetings related to given partner -->
6 <record id="calendar_event_partner" model="ir.actions.act_window">
7 <field name="name">Meetings</field>
8 <field name="src_model">res.partner</field>
9 <field name="res_model">calendar.event</field>
10 <field name="view_mode">calendar,tree,form,gantt</field>
11 <field name="context">{'default_partner_ids': [active_id]}</field>
14 <!-- open opportunities related to given partner -->
15 <record model="ir.actions.act_window" id="relate_partner_opportunities">
16 <field name="name">Opportunities</field>
17 <field name="res_model">crm.lead</field>
18 <field name="view_mode">kanban,tree,form,graph,calendar</field>
19 <field name="domain">[('type','=','opportunity')]</field>
20 <field name="context">{
21 'search_default_partner_id': active_id,
22 'stage_type': 'opportunity',
23 'default_type': 'opportunity'
25 <field name="view_id" eval="False"/>
26 <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
27 <field name="help" type="html">
28 <p class="oe_view_nocontent_create">
29 Click to create an opportunity related to this customer.
31 Use opportunities to keep track of your sales pipeline, follow
32 up potential sales and better forecast your future revenues.
34 You will be able to plan meetings and phone calls from
35 opportunities, convert them into quotations, attach related
36 documents, track all discussions, and much more.
40 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
41 <field name="sequence" eval="0"/>
42 <field name="view_mode">kanban</field>
43 <field name="view_id" ref="crm_case_kanban_view_leads"/>
44 <field name="act_window_id" ref="relate_partner_opportunities"/>
46 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
47 <field name="sequence" eval="1"/>
48 <field name="view_mode">tree</field>
49 <field name="view_id" ref="crm_case_tree_view_oppor"/>
50 <field name="act_window_id" ref="relate_partner_opportunities"/>
52 <record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
53 <field name="sequence" eval="2"/>
54 <field name="view_mode">form</field>
55 <field name="view_id" ref="crm_case_form_view_oppor"/>
56 <field name="act_window_id" ref="relate_partner_opportunities"/>
59 <!-- Partner kanban view inherte -->
60 <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
61 <field name="name">res.partner.kanban.inherit</field>
62 <field name="model">res.partner</field>
63 <field name="inherit_id" ref="base.res_partner_kanban_view"/>
64 <field name="priority" eval="10"/>
65 <field name="arch" type="xml">
66 <field name="mobile" position="after">
67 <field name="opportunity_count"/>
68 <field name="meeting_count"/>
70 <xpath expr="//div[@class='oe_kanban_partner_links']" position="inside">
71 <a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
72 <t t-esc="record.opportunity_count.value"/> Opportunities
74 <a name="%(calendar_event_partner)d" type="action" t-if="record.meeting_count.value>0">
75 <t t-esc="record.meeting_count.value"/> Meetings
81 <!-- Add section_id (SalesTeam) and contextual button on partner form view -->
82 <record id="view_partners_form_crm1" model="ir.ui.view">
83 <field name="name">view.res.partner.form.crm.inherited1</field>
84 <field name="model">res.partner</field>
85 <field name="inherit_id" ref="base.view_partner_form"/>
86 <field eval="18" name="priority"/>
87 <field name="arch" type="xml">
89 <field name="user_id" position="after">
90 <field name="section_id" completion="1" groups="base.group_multi_salesteams"/>
92 <xpath expr="//div[@name='buttons']" position="inside">
93 <button class="oe_inline oe_stat_button" type="action"
94 attrs="{'invisible': [('customer', '=', False)]}"
95 name="%(crm.crm_case_category_act_oppor11)d"
97 context="{'search_default_partner_id': active_id}">
98 <field string="Opportunities" name="opportunity_count" widget="statinfo"/>
100 <button class="oe_inline oe_stat_button" type="action"
101 name="%(calendar.action_calendar_event)d"
103 context="{'search_default_partner_ids': active_id, 'default_partner_ids' : [active_id]}">
104 <field string="Meetings" name="meeting_count" widget="statinfo"/>
106 <button class="oe_inline oe_stat_button" type="action"
107 name="%(crm.crm_case_categ_phone_incoming0)d"
109 context="{'search_default_partner_id': active_id, 'default_duration': 1.0}">
110 <field string="Calls" name="phonecall_count" widget="statinfo"/>