1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem icon="terp-partner" id="menu_base_partner" name="Sales" sequence="0"/>
5 <menuitem id="menu_address_book" name="Address Book" parent="menu_base_partner" sequence="2"/>
6 <menuitem id="menu_base_config" name="Configuration" parent="menu_base_partner" sequence="9"
7 groups="group_system"/>
9 <menuitem id="menu_base_config_partner" name="Partners" parent="menu_base_config" sequence="10" />
10 <menuitem id="menu_base_config_contact" name="Contacts" parent="menu_base_config" sequence="20" />
13 ================================
15 ================================
17 <record id="view_partner_function_form" model="ir.ui.view">
18 <field name="name">res.partner.function.form</field>
19 <field name="model">res.partner.function</field>
20 <field name="type">form</field>
21 <field name="arch" type="xml">
22 <form string="Contact Functions">
23 <field name="name" select="1"/>
24 <field name="code" select="1"/>
28 <record id="view_partner_function_tree" model="ir.ui.view">
29 <field name="name">res.partner.function.tree</field>
30 <field name="model">res.partner.function</field>
31 <field name="type">tree</field>
32 <field name="arch" type="xml">
33 <tree string="Contact Functions">
39 <record id="action_partner_function_form" model="ir.actions.act_window">
40 <field name="name">Contact Functions</field>
41 <field name="type">ir.actions.act_window</field>
42 <field name="res_model">res.partner.function</field>
43 <field name="view_type">form</field>
45 <menuitem action="action_partner_function_form" id="menu_partner_function_form" parent="base.menu_base_config_contact" sequence="20"/>
53 <record id="view_res_partner_address_filter" model="ir.ui.view">
54 <field name="name">res.partner.address.select</field>
55 <field name="model">res.partner.address</field>
56 <field name="type">search</field>
57 <field name="arch" type="xml">
58 <search string="Search Contact">
59 <field name="name" select='1'/>
60 <field name="partner_id" select='1'/>
61 <field name="country_id" select='1'/>
66 <record id="view_partner_address_tree" model="ir.ui.view">
67 <field name="name">res.partner.address.tree</field>
68 <field name="model">res.partner.address</field>
69 <field name="type">tree</field>
70 <field name="arch" type="xml">
71 <tree string="Partner Addresses">
72 <field name="partner_id"/>
75 <field name="street"/>
78 <field name="country_id"/>
82 <record id="action_partner_addess_tree" model="ir.actions.act_window">
83 <field name="name">Partner Contacts</field>
84 <field name="type">ir.actions.act_window</field>
85 <field name="res_model">res.partner.address</field>
86 <field name="view_type">tree</field>
87 <field name="view_id" ref="view_partner_address_tree"/>
90 <record id="view_partner_address_form1" model="ir.ui.view">
91 <field name="name">res.partner.address.form1</field>
92 <field name="model">res.partner.address</field>
93 <field name="type">form</field>
94 <field eval="8" name="priority"/>
95 <field name="arch" type="xml">
96 <form string="Address">
97 <group colspan="4" col="6">
98 <field name="partner_id" colspan="2"/>
99 <field name="company_id" groups="base.group_multi_company" widget="selection" colspan="2"/>
102 <field domain="[('domain', '=', 'contact')]" name="title"/>
103 <field name="function"/>
105 <group colspan="2" col="2">
106 <separator string="Postal Address" colspan="4" col="4"/>
108 <field name="street"/>
109 <field name="street2"/>
112 <field name="country_id"/>
113 <field name="state_id"/>
115 <group colspan="2" col="2">
116 <separator string="Communication" colspan="4" col="4"/>
117 <field name="phone"/>
119 <field name="mobile"/>
120 <field name="email" widget="email"/>
125 <record id="action_partner_address_form" model="ir.actions.act_window">
126 <field name="name">Addresses</field>
127 <field name="type">ir.actions.act_window</field>
128 <field name="res_model">res.partner.address</field>
129 <field name="view_type">form</field>
130 <field name="search_view_id" ref="view_res_partner_address_filter"/>
132 <record id="action_partner_address_form_view1" model="ir.actions.act_window.view">
133 <field eval="10" name="sequence"/>
134 <field name="view_mode">tree</field>
135 <field name="view_id" ref="view_partner_address_tree"/>
136 <field name="act_window_id" ref="action_partner_address_form"/>
138 <record id="action_partner_address_form_view2" model="ir.actions.act_window.view">
139 <field eval="20" name="sequence"/>
140 <field name="view_mode">form</field>
141 <field name="view_id" ref="view_partner_address_form1"/>
142 <field name="act_window_id" ref="action_partner_address_form"/>
144 <menuitem action="action_partner_address_form" id="menu_partner_address_form" parent="base.menu_address_book" sequence="30"/>
147 =========================================
148 the short form used in the partner form
149 =========================================
151 <record id="view_partner_address_form2" model="ir.ui.view">
152 <field name="name">res.partner.address.form2</field>
153 <field name="model">res.partner.address</field>
154 <field name="type">form</field>
155 <field name="arch" type="xml">
156 <form string="Contacts">
157 <field name="name" select="1"/>
158 <field domain="[('domain', '=', 'contact')]" name="title"/>
159 <field name="street"/>
160 <field name="street2"/>
162 <field name="function"/>
163 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
168 <field completion="1" name="country_id" select="1"/>
169 <field name="state_id"/>
171 <field name="phone"/>
174 <field name="mobile"/>
175 <field name="email" widget="email"/>
181 =======================
183 =======================
185 <record id="view_partner_title_tree" model="ir.ui.view">
186 <field name="name">res.partner.title.tree</field>
187 <field name="model">res.partner.title</field>
188 <field name="type">tree</field>
189 <field name="arch" type="xml">
190 <tree string="Partner Titles">
191 <field name="name" select="1"/>
192 <field name="shortcut" select="1"/>
196 <record id="view_partner_title_form" model="ir.ui.view">
197 <field name="name">res.partner.title.form</field>
198 <field name="model">res.partner.title</field>
199 <field name="type">form</field>
200 <field name="arch" type="xml">
201 <form string="Partner Titles">
202 <field name="name" select="1"/>
203 <field name="shortcut" select="1"/>
204 <field name="domain"/>
210 <record id="action_partner_title" model="ir.actions.act_window">
211 <field name="name">Titles</field>
212 <field name="type">ir.actions.act_window</field>
213 <field name="res_model">res.partner.title</field>
214 <field name="view_type">form</field>
216 <menuitem action="action_partner_title" id="menu_partner_title" parent="base.menu_base_config"/>
219 <record id="action_partner_title_partner" model="ir.actions.act_window">
220 <field name="name">Partner Titles</field>
221 <field name="type">ir.actions.act_window</field>
222 <field name="res_model">res.partner.title</field>
223 <field name="view_type">form</field>
224 <field name="domain">[('domain','=','partner')]</field>
226 <menuitem action="action_partner_title_partner" id="menu_partner_title_partner" parent="menu_base_config_partner" sequence="10"/>
228 <record id="action_partner_title_contact" model="ir.actions.act_window">
229 <field name="name">Contact Titles</field>
230 <field name="type">ir.actions.act_window</field>
231 <field name="res_model">res.partner.title</field>
232 <field name="view_type">form</field>
233 <field name="domain">[('domain','=','contact')]</field>
235 <menuitem action="action_partner_title_contact" id="menu_partner_title_contact" parent="menu_base_config_contact" sequence="10"/>
238 =======================
240 =======================
242 <record id="view_partner_tree" model="ir.ui.view">
243 <field name="name">res.partner.tree</field>
244 <field name="model">res.partner</field>
245 <field name="type">tree</field>
246 <field eval="8" name="priority"/>
247 <field name="arch" type="xml">
248 <tree string="Partners">
251 <field name="phone"/>
253 <field name="country"/>
255 <field name="user_id"/>
260 <record id="view_partner_form" model="ir.ui.view">
261 <field name="name">res.partner.form</field>
262 <field name="model">res.partner</field>
263 <field name="type">form</field>
264 <field name="arch" type="xml">
265 <form string="Partners" col='1'>
266 <group col="6" colspan="4">
267 <group colspan="5" col="6">
268 <field name="name" select="1"/>
270 <field domain="[('domain', '=', 'partner')]" name="title"/>
273 <group colspan="1" col="2">
274 <field name="customer" select="1"/>
275 <field name="supplier"/>
278 <notebook colspan="4">
279 <page string="General">
280 <field colspan="4" mode="form,tree" name="address" nolabel="1" select="1" height="260">
281 <form string="Partner Contacts">
282 <group colspan="4" col="6">
284 <field domain="[('domain', '=', 'contact')]" name="title" size="0"/>
285 <field name="function"/>
288 <group colspan="2" col="4">
289 <separator string="Postal Address" colspan="4" col="4" />
290 <field name="type" string="Type" colspan="2"/>
291 <field name="street" colspan="4"/>
292 <field name="street2" colspan="4"/>
295 <field name="country_id" completion="1"/>
296 <field name="state_id"/>
298 <group colspan="2" col="2">
299 <separator string="Communication" colspan="2" col="2" />
300 <field name="phone"/>
301 <field name="mobile"/>
303 <field name="email" widget="email"/>
306 <tree string="Partner Contacts">
310 <field name="country_id"/>
311 <field name="phone"/>
312 <field name="email"/>
315 <separator colspan="4" string="Categories"/>
316 <field colspan="4" name="category_id" nolabel="1" height="90"/>
318 <page string="Sales & Purchases">
319 <separator string="General Information" colspan="4"/>
320 <field name="user_id"/>
321 <field name="active"/>
322 <field name="website" widget="url"/>
324 <field name="parent_id"/>
325 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
328 <page string="History">
329 <field colspan="4" name="events" nolabel="1" widget="one2many_list"/>
331 <page string="Notes">
332 <field colspan="4" name="comment" nolabel="1"/>
339 <record id="view_res_partner_filter" model="ir.ui.view">
340 <field name="name">res.partner.select</field>
341 <field name="model">res.partner</field>
342 <field name="type">search</field>
343 <field name="arch" type="xml">
344 <search string="Search Partner">
345 <group col='10' colspan='4'>
346 <filter string="My Partners" icon="terp-partner" domain="[('user_id','=',uid)]"/>
347 <separator orientation="vertical"/>
348 <filter string="Customers" icon="terp-partner" domain="[('customer','=',1)]" help="Customer Partners"/>
349 <filter string="Suppliers" icon="terp-partner" domain="[('supplier','=',1)]" help="Supplier Partners" name='supplier'/>
350 <separator orientation="vertical"/>
351 <field name="name" select="1"/>
352 <field name="address" select="1"/>
353 <field name="country" select="1"/>
354 <field name="category_id" select="1"/>
355 <field name="user_id" select="1"/>
361 <record id="action_partner_form" model="ir.actions.act_window">
362 <field name="name">Partners</field>
363 <field name="type">ir.actions.act_window</field>
364 <field name="res_model">res.partner</field>
365 <field name="view_type">form</field>
366 <field name="context">{"search_default_supplier":supplier}</field>
367 <field name="search_view_id" ref="view_res_partner_filter"/>
369 <record id="action_partner_form_view1" model="ir.actions.act_window.view">
370 <field eval="10" name="sequence"/>
371 <field name="view_mode">tree</field>
372 <field name="view_id" ref="view_partner_tree"/>
373 <field name="act_window_id" ref="action_partner_form"/>
375 <record id="action_partner_form_view2" model="ir.actions.act_window.view">
376 <field eval="20" name="sequence"/>
377 <field name="view_mode">form</field>
378 <field name="view_id" ref="view_partner_form"/>
379 <field name="act_window_id" ref="action_partner_form"/>
382 action="action_partner_form"
383 id="menu_partner_form"
384 parent="base.menu_address_book"
387 <record id="action_partner_customer_form" model="ir.actions.act_window">
388 <field name="name">Customers</field>
389 <field name="type">ir.actions.act_window</field>
390 <field name="res_model">res.partner</field>
391 <field name="view_type">form</field>
392 <field name="domain">[]</field>
393 <field name="context">{'default_customer':1}</field>
394 <field name="filter" eval="True"/>
397 <record id="action_partner_supplier_form" model="ir.actions.act_window">
398 <field name="name">Suppliers</field>
399 <field name="type">ir.actions.act_window</field>
400 <field name="res_model">res.partner</field>
401 <field name="view_type">form</field>
402 <field name="domain">[]</field>
403 <field name="context">{'default_customer':0, 'default_supplier':1}</field>
404 <field name="filter" eval="True"/>
407 <record id="action_partner_other_form" model="ir.actions.act_window">
408 <field name="name">Other Partners</field>
409 <field name="type">ir.actions.act_window</field>
410 <field name="res_model">res.partner</field>
411 <field name="view_type">form</field>
412 <field name="domain">[('supplier','<>',1),('customer','<>',1)]</field>
413 <field name="filter" eval="True"/>
416 <record id="action_partner_customer_form_new" model="ir.actions.act_window">
417 <field name="name">New Partner</field>
418 <field name="type">ir.actions.act_window</field>
419 <field name="res_model">res.partner</field>
420 <field name="view_type">form</field>
421 <field name="view_mode">form,tree</field>
422 <field name="view_id" ref="view_partner_form"/>
425 <record id="view_payterm_form" model="ir.ui.view">
426 <field name="name">res.payterm</field>
427 <field name="model">res.payterm</field>
428 <field name="type">form</field>
429 <field name="arch" type="xml">
430 <form string="Payment Term">
431 <field colspan="4" name="name"/>
435 <record id="action_payterm_form" model="ir.actions.act_window">
436 <field name="name">Payment term</field>
437 <field name="type">ir.actions.act_window</field>
438 <field name="res_model">res.payterm</field>
439 <field name="view_type">form</field>
440 <field name="view_id" ref="view_payterm_form"/>
443 <record id="view_partner_bank_type_form" model="ir.ui.view">
444 <field name="name">res.partner.bank.type.form</field>
445 <field name="model">res.partner.bank.type</field>
446 <field name="type">form</field>
447 <field name="arch" type="xml">
448 <form string="Bank Account Type">
449 <field name="name" select="1"/>
450 <field name="code" select="1"/>
455 <record id="view_partner_bank_type_tree" model="ir.ui.view">
456 <field name="name">res.partner.bank.type.tree</field>
457 <field name="model">res.partner.bank.type</field>
458 <field name="type">tree</field>
459 <field name="arch" type="xml">
460 <tree string="Bank Account Type">
461 <field name="name" select="1"/>
462 <field name="code" select="1"/>
468 <record id="view_partner_bank_form" model="ir.ui.view">
469 <field name="name">res.partner.bank.form</field>
470 <field name="model">res.partner.bank</field>
471 <field name="type">form</field>
472 <field name="arch" type="xml">
473 <form string="Bank account">
474 <field name="state"/>
475 <field name="partner_id" select="1"/>
477 <field name="acc_number" select="1"/>
481 <field name="sequence"/>
482 <field colspan="4" name="name"/>
483 <separator colspan="4" string="Bank Account Owner"/>
484 <field colspan="4" name="owner_name"/>
485 <field colspan="4" name="street"/>
488 <field completion="1" name="country_id"/>
489 <field name="state_id"/>
493 <record id="view_partner_bank_tree" model="ir.ui.view">
494 <field name="name">res.partner.bank.tree</field>
495 <field name="model">res.partner.bank</field>
496 <field name="type">tree</field>
497 <field name="arch" type="xml">
498 <tree string="Bank Accounts">
499 <field name="state"/>
500 <field name="acc_number"/>
501 <field name="partner_id"/>
502 <field name="owner_name"/>
508 ======================
510 ======================
512 <record id="view_partner_tree2" model="ir.ui.view">
513 <field name="name">res.partner.tree</field>
514 <field name="model">res.partner</field>
515 <field name="type">tree</field>
516 <field name="field_parent">child_ids</field>
517 <field name="arch" type="xml">
518 <tree string="Partners">
525 <record id="action2" model="ir.actions.act_window">
526 <field name="name">Company Architecture</field>
527 <field name="type">ir.actions.act_window</field>
528 <field name="res_model">res.partner</field>
529 <field name="domain">[('id','in',active_ids)]</field>
530 <field name="view_type">tree</field>
531 <field name="view_id" ref="view_partner_tree2"/>
533 <record id="ir_partner_structure" model="ir.values">
534 <field eval="'client_action_multi'" name="key2"/>
535 <field eval="'res.partner'" name="model"/>
536 <field name="name">Company Architecture</field>
537 <field eval="'ir.actions.act_window,'+str(action2)" name="value"/>
538 <field eval="True" name="object"/>
542 ======================
544 ======================
546 <record id="view_partner_category_form" model="ir.ui.view">
547 <field name="name">res.partner.category.form</field>
548 <field name="model">res.partner.category</field>
549 <field name="type">form</field>
550 <field name="arch" type="xml">
551 <form string="Partner Category">
552 <field name="name" select="1"/>
553 <field name="active" select="1"/>
554 <field name="parent_id"/>
555 <separator colspan="4" string="Partners"/>
556 <field colspan="4" name="partner_ids" nolabel="1"/>
560 <record id="view_partner_category_list" model="ir.ui.view">
561 <field name="name">res.partner.category.list</field>
562 <field name="model">res.partner.category</field>
563 <field name="type">tree</field>
564 <field eval="6" name="priority"/>
565 <field name="arch" type="xml">
566 <tree string="Partner Categories">
567 <field name="complete_name"/>
568 <field name="active" />
572 <record id="view_partner_category_tree" model="ir.ui.view">
573 <field name="name">res.partner.category.tree</field>
574 <field name="model">res.partner.category</field>
575 <field name="type">tree</field>
576 <field name="field_parent">child_ids</field>
577 <field name="arch" type="xml">
578 <tree toolbar="1" string="Partner Categories">
583 <record id="action_partner_category" model="ir.actions.act_window">
584 <field name="name">Partners by Categories</field>
585 <field name="type">ir.actions.act_window</field>
586 <field name="res_model">res.partner.category</field>
587 <field name="view_type">tree</field>
588 <field name="view_id" ref="view_partner_category_tree"/>
589 <field name="domain">[('parent_id','=',False)]</field>
591 <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"/>
593 <record id="action_partner_by_category" model="ir.actions.act_window">
594 <field name="name">Partner Categories</field>
595 <field name="res_model">res.partner</field>
596 <field name="view_type">form</field>
597 <field name="view_mode">tree,form</field>
598 <field name="domain">[('category_id','child_of', [active_id])]</field>
599 <field name="context">{'category_id':active_id}</field>
600 <field name="search_view_id" ref="view_res_partner_filter"/>
603 <record id="ir_action_partner_by_category" model="ir.values">
604 <field eval="'tree_but_open'" name="key2"/>
605 <field eval="'res.partner.category'" name="model"/>
606 <field name="name">Open partners</field>
607 <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
608 <field eval="True" name="object"/>
611 <record id="action_partner_category_form" model="ir.actions.act_window">
612 <field name="name">Partner Categories</field>
613 <field name="type">ir.actions.act_window</field>
614 <field name="res_model">res.partner.category</field>
615 <field name="view_type">form</field>
617 <menuitem action="action_partner_category_form" id="menu_partner_category_form" parent="base.menu_base_config_partner"/>
619 <act_window domain="[('partner_id', '=', active_id)]"
620 id="act_res_partner_event" name="Events"
621 res_model="res.partner.event"
622 src_model="res.partner"/>