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"/>
19 <record id="view_partners_tree_crm2" model="ir.ui.view">
20 <field name="name">view.res.partner.tree.crm.inherited2</field>
21 <field name="model">res.partner</field>
22 <field name="type">tree</field>
23 <field name="inherit_id" ref="base.view_partner_tree"/>
24 <field eval="18" name="priority"/>
25 <field name="arch" type="xml">
26 <field name="phone" position="after">
27 <field name="section_id" completion="1" widget="selection"/>
32 <record id="view_partners_form_crm3" model="ir.ui.view">
33 <field name="name">view.res.partner.search.crm.inherited3</field>
34 <field name="model">res.partner</field>
35 <field name="type">search</field>
36 <field name="inherit_id" ref="base.view_res_partner_filter"/>
37 <field eval="18" name="priority"/>
38 <field name="arch" type="xml">
39 <field name="category_id" position="after">
40 <field name="section_id" completion="1" widget="selection"/>
42 <xpath expr="//field[@name='user_id']" position="after">
43 <field name="country_id"/>
49 id="crm_meeting_partner"
51 res_model="crm.meeting"
52 src_model="res.partner"
53 view_mode="calendar,tree,form,gantt"
54 context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
57 id="act_res_partner_2_opportunity"
60 src_model="res.partner"
61 view_mode="kanban,tree,form,graph,calendar"
62 domain="[('type','=','opportunity')]"
63 context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
66 <!-- Partner kanban view inherte -->
67 <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
68 <field name="name">res.partner.kanban.inherit</field>
69 <field name="model">res.partner</field>
70 <field name="type">kanban</field>
71 <field name="inherit_id" ref="base.res_partner_kanban_view"/>
72 <field name="arch" type="xml">
73 <field name="mobile" position="after">
74 <field name="opportunity_count"/>
75 <field name="meeting_count"/>
77 <xpath expr="//h4[@class='oe_partner_heading']" position="after">
78 <a name="%(act_res_partner_2_opportunity)d" type="action">
79 <t t-if="record.opportunity_count.value">Opportunities(<t t-esc="record.opportunity_count.value"/>)</t>
81 <a name="%(crm_meeting_partner)d" type="action">
82 <t t-if="record.meeting_count.value">Meetings(<t t-esc="record.meeting_count.value"/>)</t>
89 <record model="ir.ui.view" id="res_partner_view_buttons">
90 <field name="name">res.partner.view.buttons</field>
91 <field name="model">res.partner</field>
92 <field name="type">form</field>
93 <field name="inherit_id" ref="base.view_partner_form" />
94 <field name="arch" type="xml">
95 <xpath expr="//div[@name='buttons']" position="inside">
97 string="Schedule a Meeting"
98 name="%(crm.crm_case_categ_meet_create_partner)d"
99 context="{'search_default_partner_id': [active_id], 'default_duration': 4.0}"/>
100 <button type="action" string="Schedule a Call"
101 name="%(crm.crm_case_categ_phone_create_partner)d"
102 context="{'search_default_partner_id': [active_id], 'default_duration': 1.0, 'default_partner_id': active_id}" />
103 <button type="action" string="Opportunity"
104 name="%(crm.action_tree_view_crm_partner2opportunity)d" />