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                     </field>
  16                 </field>
  17         </record>
  18
  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"/>
  28                     </field>
  29                 </field>
  30         </record>
  31
  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"/>
  41                     </field>
  42                 </field>
  43         </record>
  44
  45     <act_window
  46         id="crm_meeting_partner"
  47         name="Meetings"
  48         res_model="crm.meeting"
  49         src_model="res.partner"
  50         view_mode="calendar,tree,form,gantt"
  51         context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
  52     />
  53     <act_window
  54         id="act_res_partner_2_opportunity"
  55         name="Opportunities"
  56         res_model="crm.lead"
  57         src_model="res.partner"
  58         view_mode="kanban,tree,form,graph,calendar"
  59         domain="[('type','=','opportunity')]"
  60         context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
  61         />
  62
  63 <!-- Partner kanban view inherte -->
  64         <record model="ir.ui.view" id="crm_lead_partner_kanban_view">
  65             <field name="name">res.partner.kanban.inherit</field>
  66             <field name="model">res.partner</field>
  67             <field name="type">kanban</field>
  68             <field name="inherit_id" ref="base.res_partner_kanban_view"/>
  69             <field name="arch" type="xml">
  70                 <field name="mobile" position="after">
  71                     <field name="opportunity_count"/>
  72                     <field name="meeting_count"/>
  73                 </field>
  74                  <xpath expr="//h4[@class='oe_partner_heading']" position="after">
  75                         <a name="%(act_res_partner_2_opportunity)d" type="action">
  76                             <t t-if="record.opportunity_count.value">Opportunities(<t t-esc="record.opportunity_count.value"/>)</t>
  77                         </a>
  78                         <a name="%(crm_meeting_partner)d" type="action">
  79                             <t t-if="record.meeting_count.value">Meetings(<t t-esc="record.meeting_count.value"/>)</t>
  80                         </a>
  81                 </xpath>
  82             </field>
  83         </record>
  84
  85         <!-- Add History tabs to res.partner form -->
  86         <record id="view_crm_partner_info_form1" model="ir.ui.view">
  87             <field name="name">res.partner.crm.info.inherit1</field>
  88             <field name="model">res.partner</field>
  89             <field name="type">form</field>
  90             <field name="inherit_id" ref="base.view_partner_form"/>
  91             <field name="arch" type="xml">
  92                 <page string="History" position="inside">
  93                     <field name="opportunity_ids" colspan="4" nolabel="1">
  94                          <tree string="Leads and Opportunities"  colors="blue:state=='pending';gray:state=='cancel'">
  95                              <field name="create_date"/>
  96                              <field name="name"/>
  97                              <field name="type"/>
  98                              <field name="stage_id"/>
  99                              <button name="stage_previous" string="Previous"
 100                                  states="open,pending" type="object" icon="gtk-go-back" />
 101                              <button name="stage_next" string="Next"
 102                                  states="open,pending" type="object"
 103                                  icon="gtk-go-forward" />
 104                              <field name="user_id" />
 105                              <field name="state" />
 106                              <button name="case_cancel" string="Cancel"
 107                                  states="draft,open,pending" type="object"
 108                                  icon="gtk-cancel" />
 109                              <button name="case_open" string="Open"
 110                                  states="draft,pending" type="object"
 111                                  icon="gtk-go-forward" />
 112                              <button name="case_close" string="Close"
 113                                  states="open,draft,pending" type="object"
 114                                  icon="gtk-close" />
 115                              <button string="Convert to Opportunity"
 116                                  name="convert_opportunity"
 117                                  states="draft,open,pending" icon="gtk-index"
 118                                  type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
 119                              <button name="case_escalate" string="Escalate"
 120                                  states="open,draft,pending" type="object"
 121                                  icon="gtk-go-up" />
 122                          </tree>
 123                     </field>
 124                     <field name="meeting_ids" colspan="4" nolabel="1">
 125                         <tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
 126                             <field name="state" invisible="1"/>
 127                             <field name="user_id" string="Responsible"/>
 128                             <field name="name" string="Subject" />
 129                             <field name="date" string="Start Date" />
 130                             <field name="date_deadline" string="End Date"/>
 131                         </tree>
 132                     </field>
 133                     <field name="phonecall_ids" colspan="4" nolabel="1">
 134                         <tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
 135                             <field name="date" string="Date"/>
 136                             <field name="name" string="Call Summary"/>
 137                             <field name="categ_id" widget="selection"/>
 138                             <field name="user_id"/>
 139                             <field name="state"/>
 140                             <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
 141                             <button name="case_open" string="Todo" states="draft,pending" type="object" icon="gtk-go-forward"/>
 142                             <button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
 143                             <button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
 144                         </tree>
 145                     </field>
 146                 </page>
 147             </field>
 148         </record>
 149
 150
 151
 152     </data>
 153 </openerp>
 154