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"/>
76 <field name="country_id"/>
80 <record id="action_partner_addess_tree" model="ir.actions.act_window">
81 <field name="name">Partner Contacts</field>
82 <field name="type">ir.actions.act_window</field>
83 <field name="res_model">res.partner.address</field>
84 <field name="view_type">tree</field>
85 <field name="view_id" ref="view_partner_address_tree"/>
88 <record id="view_partner_address_form1" model="ir.ui.view">
89 <field name="name">res.partner.address.form1</field>
90 <field name="model">res.partner.address</field>
91 <field name="type">form</field>
92 <field eval="8" name="priority"/>
93 <field name="arch" type="xml">
94 <form string="Address">
95 <field colspan="4" name="partner_id" select="1"/>
97 <field name="name" select="1"/>
98 <field domain="[('domain', '=', 'contact')]" name="title" />
99 <field name="function"/>
100 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
102 <group string="Postal Address" colspan="2" col="2">
103 <field name="street" select="2"/>
104 <field name="street2"/>
105 <field name="zip" select="2"/>
106 <field name="city" select="2"/>
107 <field name="country_id" select="2" completion="1"/>
108 <field name="state_id" select="2"/>
110 <group string="Communication" colspan="2" col="2">
111 <field name="type" select="2" />
112 <field name="phone"/>
114 <field name="mobile" select="2"/>
115 <field name="email" select="2" widget="email"/>
120 <record id="action_partner_address_form" model="ir.actions.act_window">
121 <field name="name">Addresses</field>
122 <field name="type">ir.actions.act_window</field>
123 <field name="res_model">res.partner.address</field>
124 <field name="view_type">form</field>
125 <field name="search_view_id" ref="view_res_partner_address_filter"/>
127 <record id="action_partner_address_form_view1" model="ir.actions.act_window.view">
128 <field eval="10" name="sequence"/>
129 <field name="view_mode">tree</field>
130 <field name="view_id" ref="view_partner_address_tree"/>
131 <field name="act_window_id" ref="action_partner_address_form"/>
133 <record id="action_partner_address_form_view2" model="ir.actions.act_window.view">
134 <field eval="20" name="sequence"/>
135 <field name="view_mode">form</field>
136 <field name="view_id" ref="view_partner_address_form1"/>
137 <field name="act_window_id" ref="action_partner_address_form"/>
139 <menuitem action="action_partner_address_form" id="menu_partner_address_form" parent="base.menu_address_book" sequence="30"/>
142 =========================================
143 the short form used in the partner form
144 =========================================
146 <record id="view_partner_address_form2" model="ir.ui.view">
147 <field name="name">res.partner.address.form2</field>
148 <field name="model">res.partner.address</field>
149 <field name="type">form</field>
150 <field name="arch" type="xml">
151 <form string="Contacts">
152 <field name="name" select="1"/>
153 <field domain="[('domain', '=', 'contact')]" name="title"/>
154 <field name="street"/>
155 <field name="street2"/>
156 <field name="type" select="2"/>
157 <field name="function"/>
158 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
160 <field name="zip" select="2"/>
161 <field name="city" select="2"/>
163 <field completion="1" name="country_id" select="1"/>
164 <field name="state_id" select="2"/>
166 <field name="phone"/>
169 <field name="mobile"/>
170 <field name="email" widget="email"/>
176 =======================
178 =======================
180 <record id="view_partner_title_form" model="ir.ui.view">
181 <field name="name">res.partner.title.form</field>
182 <field name="model">res.partner.title</field>
183 <field name="type">form</field>
184 <field name="arch" type="xml">
185 <form string="Partner Titles">
186 <field name="name" select="1"/>
187 <field name="shortcut" select="1"/>
188 <field name="domain"/>
194 <record id="action_partner_title" model="ir.actions.act_window">
195 <field name="name">Titles</field>
196 <field name="type">ir.actions.act_window</field>
197 <field name="res_model">res.partner.title</field>
198 <field name="view_type">form</field>
200 <menuitem action="action_partner_title" id="menu_partner_title" parent="base.menu_base_config"/>
203 <record id="action_partner_title_partner" model="ir.actions.act_window">
204 <field name="name">Partner Titles</field>
205 <field name="type">ir.actions.act_window</field>
206 <field name="res_model">res.partner.title</field>
207 <field name="view_type">form</field>
208 <field name="domain">[('domain','=','partner')]</field>
210 <menuitem action="action_partner_title_partner" id="menu_partner_title_partner" parent="menu_base_config_partner" sequence="10"/>
212 <record id="action_partner_title_contact" model="ir.actions.act_window">
213 <field name="name">Contact Titles</field>
214 <field name="type">ir.actions.act_window</field>
215 <field name="res_model">res.partner.title</field>
216 <field name="view_type">form</field>
217 <field name="domain">[('domain','=','contact')]</field>
219 <menuitem action="action_partner_title_contact" id="menu_partner_title_contact" parent="menu_base_config_contact" sequence="10"/>
222 =======================
224 =======================
226 <record id="view_partner_tree" model="ir.ui.view">
227 <field name="name">res.partner.tree</field>
228 <field name="model">res.partner</field>
229 <field name="type">tree</field>
230 <field eval="8" name="priority"/>
231 <field name="arch" type="xml">
232 <tree string="Partners">
234 <field name="title"/>
236 <field name="city" select="2"/>
237 <field name="country" select="2"/>
243 <record id="view_partner_form" model="ir.ui.view">
244 <field name="name">res.partner.form</field>
245 <field name="model">res.partner</field>
246 <field name="type">form</field>
247 <field name="arch" type="xml">
248 <form string="Partners">
249 <group col="6" colspan="4">
250 <group colspan="5" col="6">
251 <field name="name" select="1" colspan="6"/>
252 <field name="ref" select="1"/>
253 <field domain="[('domain', '=', 'partner')]" name="title"/>
254 <field name="lang" select="2"/>
256 <group colspan="1" col="2">
257 <field name="customer" select="1"/>
258 <field name="supplier" select="2"/>
261 <notebook colspan="4">
262 <page string="General">
263 <field colspan="4" mode="form,tree" name="address" nolabel="1" select="1" height="260">
264 <form string="Partner Contacts">
265 <group colspan="4" col="6">
266 <field name="name" select="2"/>
267 <field domain="[('domain', '=', 'contact')]" name="title" size="0"/>
268 <field name="function"/>
271 <group colspan="2" col="4">
272 <separator string="Postal Address" colspan="4" col="4" />
273 <field name="street" select="2" colspan="4"/>
274 <field name="street2" colspan="4"/>
275 <field name="zip" select="2"/>
276 <field name="city" select="2"/>
277 <field name="country_id" select="2" completion="1"/>
278 <field name="state_id" select="2"/>
280 <group colspan="2" col="2">
281 <separator string="Communication" colspan="2" col="2" />
282 <field name="type" select="2" string="Type" />
283 <field name="phone"/>
284 <field name="mobile"/>
286 <field name="email" select="2" widget="email"/>
289 <tree string="Partner Contacts">
293 <field name="country_id"/>
294 <field name="phone"/>
295 <field name="email"/>
298 <separator colspan="4" string="Categories"/>
299 <field colspan="4" name="category_id" nolabel="1" select="2" height="90"/>
301 <page string="Sales & Purchases">
302 <separator string="General Information" colspan="4"/>
303 <field name="user_id" select="2"/>
304 <field name="active" select="2"/>
305 <field name="website" widget="url"/>
306 <field name="date" select="2"/>
307 <field name="parent_id"/>
308 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
311 <page string="History">
312 <field colspan="4" name="events" nolabel="1" widget="one2many_list"/>
314 <page string="Notes">
315 <separator string="Description" colspan="4"/>
316 <field colspan="4" name="comment" nolabel="1"/>
323 <record id="view_res_partner_filter" model="ir.ui.view">
324 <field name="name">res.partner.select</field>
325 <field name="model">res.partner</field>
326 <field name="type">search</field>
327 <field name="arch" type="xml">
328 <search string="Search Partner">
329 <group col='10' colspan='4'>
330 <filter string="My Partners" icon="terp-partner" domain="[('parent_id','!=',False)]"/>
331 <separator orientation="vertical"/>
332 <filter string="Customers" icon="terp-partner" domain="[('customer','=',1)]" help="Customer Partners"/>
333 <filter string="Suppliers" icon="terp-partner" domain="[('supplier','=',1)]" help="Supplier Partners"/>
334 <separator orientation="vertical"/>
335 <field name="name" select="1"/>
336 <field name="country" select="1"/>
337 <field name="address" select="1"/>
338 <field name="category_id" select="1"/>
344 <record id="action_partner_form" model="ir.actions.act_window">
345 <field name="name">Partners</field>
346 <field name="type">ir.actions.act_window</field>
347 <field name="res_model">res.partner</field>
348 <field name="view_type">form</field>
349 <field name="search_view_id" ref="view_res_partner_filter"/>
351 <record id="action_partner_form_view1" model="ir.actions.act_window.view">
352 <field eval="10" name="sequence"/>
353 <field name="view_mode">tree</field>
354 <field name="view_id" ref="view_partner_tree"/>
355 <field name="act_window_id" ref="action_partner_form"/>
357 <record id="action_partner_form_view2" model="ir.actions.act_window.view">
358 <field eval="20" name="sequence"/>
359 <field name="view_mode">form</field>
360 <field name="view_id" ref="view_partner_form"/>
361 <field name="act_window_id" ref="action_partner_form"/>
364 action="action_partner_form"
365 id="menu_partner_form"
366 parent="base.menu_address_book"
369 <record id="action_partner_customer_form" model="ir.actions.act_window">
370 <field name="name">Customers</field>
371 <field name="type">ir.actions.act_window</field>
372 <field name="res_model">res.partner</field>
373 <field name="view_type">form</field>
374 <field name="domain">[('customer','=',1)]</field>
375 <field name="filter" eval="True"/>
378 <record id="action_partner_supplier_form" model="ir.actions.act_window">
379 <field name="name">Suppliers</field>
380 <field name="type">ir.actions.act_window</field>
381 <field name="res_model">res.partner</field>
382 <field name="view_type">form</field>
383 <field name="domain">[('supplier','=',1)]</field>
384 <field name="context">{'default_customer':0}</field>
385 <field name="filter" eval="True"/>
388 <record id="action_partner_other_form" model="ir.actions.act_window">
389 <field name="name">Other Partners</field>
390 <field name="type">ir.actions.act_window</field>
391 <field name="res_model">res.partner</field>
392 <field name="view_type">form</field>
393 <field name="domain">[('supplier','<>',1),('customer','<>',1)]</field>
394 <field name="filter" eval="True"/>
397 <record id="action_partner_customer_form_new" model="ir.actions.act_window">
398 <field name="name">New Partner</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="view_mode">form,tree</field>
403 <field name="view_id" ref="view_partner_form"/>
406 <record id="view_payterm_form" model="ir.ui.view">
407 <field name="name">res.payterm</field>
408 <field name="model">res.payterm</field>
409 <field name="type">form</field>
410 <field name="arch" type="xml">
411 <form string="Payment Term">
412 <field colspan="4" name="name"/>
416 <record id="action_payterm_form" model="ir.actions.act_window">
417 <field name="name">Payment term</field>
418 <field name="type">ir.actions.act_window</field>
419 <field name="res_model">res.payterm</field>
420 <field name="view_type">form</field>
421 <field name="view_id" ref="view_payterm_form"/>
424 <record id="view_partner_bank_type_form" model="ir.ui.view">
425 <field name="name">res.partner.bank.type.form</field>
426 <field name="model">res.partner.bank.type</field>
427 <field name="type">form</field>
428 <field name="arch" type="xml">
429 <form string="Bank Account Type">
430 <field name="name" select="1"/>
431 <field name="code" select="1"/>
436 <record id="view_partner_bank_type_tree" model="ir.ui.view">
437 <field name="name">res.partner.bank.type.tree</field>
438 <field name="model">res.partner.bank.type</field>
439 <field name="type">tree</field>
440 <field name="arch" type="xml">
441 <tree string="Bank Account Type">
442 <field name="name" select="1"/>
443 <field name="code" select="1"/>
449 <record id="view_partner_bank_form" model="ir.ui.view">
450 <field name="name">res.partner.bank.form</field>
451 <field name="model">res.partner.bank</field>
452 <field name="type">form</field>
453 <field name="arch" type="xml">
454 <form string="Bank account">
455 <field name="state" select="2"/>
456 <field name="partner_id" select="1"/>
458 <field name="acc_number" select="1"/>
462 <field name="sequence"/>
463 <field colspan="4" name="name"/>
464 <separator colspan="4" string="Bank Account Owner"/>
465 <field colspan="4" name="owner_name" select="2"/>
466 <field colspan="4" name="street"/>
469 <field completion="1" name="country_id" select="2"/>
470 <field name="state_id" select="2"/>
474 <record id="view_partner_bank_tree" model="ir.ui.view">
475 <field name="name">res.partner.bank.tree</field>
476 <field name="model">res.partner.bank</field>
477 <field name="type">tree</field>
478 <field name="arch" type="xml">
479 <tree string="Bank Accounts">
480 <field name="state"/>
481 <field name="acc_number"/>
482 <field name="partner_id"/>
483 <field name="owner_name"/>
489 ======================
491 ======================
493 <record id="view_partner_tree2" model="ir.ui.view">
494 <field name="name">res.partner.tree</field>
495 <field name="model">res.partner</field>
496 <field name="type">tree</field>
497 <field name="field_parent">child_ids</field>
498 <field name="arch" type="xml">
499 <tree string="Partners">
506 <record id="action2" model="ir.actions.act_window">
507 <field name="name">Company Architecture</field>
508 <field name="type">ir.actions.act_window</field>
509 <field name="res_model">res.partner</field>
510 <field name="domain">[('id','in',active_ids)]</field>
511 <field name="view_type">tree</field>
512 <field name="view_id" ref="view_partner_tree2"/>
514 <record id="ir_partner_structure" model="ir.values">
515 <field eval="'client_action_multi'" name="key2"/>
516 <field eval="'res.partner'" name="model"/>
517 <field name="name">Company Architecture</field>
518 <field eval="'ir.actions.act_window,'+str(action2)" name="value"/>
519 <field eval="True" name="object"/>
523 ======================
525 ======================
527 <record id="view_partner_category_form" model="ir.ui.view">
528 <field name="name">res.partner.category.form</field>
529 <field name="model">res.partner.category</field>
530 <field name="type">form</field>
531 <field name="arch" type="xml">
532 <form string="Partner Category">
533 <field name="name" select="1"/>
534 <field name="active" select="1"/>
535 <field name="parent_id"/>
536 <separator colspan="4" string="Partners"/>
537 <field colspan="4" name="partner_ids" nolabel="1" select="2"/>
541 <record id="view_partner_category_list" model="ir.ui.view">
542 <field name="name">res.partner.category.list</field>
543 <field name="model">res.partner.category</field>
544 <field name="type">tree</field>
545 <field eval="6" name="priority"/>
546 <field name="arch" type="xml">
547 <tree string="Partner Categories">
548 <field name="complete_name"/>
552 <record id="view_partner_category_tree" model="ir.ui.view">
553 <field name="name">res.partner.category.tree</field>
554 <field name="model">res.partner.category</field>
555 <field name="type">tree</field>
556 <field name="field_parent">child_ids</field>
557 <field name="arch" type="xml">
558 <tree toolbar="1" string="Partner Categories">
563 <record id="action_partner_category" model="ir.actions.act_window">
564 <field name="name">Partners by Categories</field>
565 <field name="type">ir.actions.act_window</field>
566 <field name="res_model">res.partner.category</field>
567 <field name="view_type">tree</field>
568 <field name="view_id" ref="view_partner_category_tree"/>
569 <field name="domain">[('parent_id','=',False)]</field>
571 <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"/>
573 <record id="action_partner_by_category" model="ir.actions.act_window">
574 <field name="name">Partner Categories</field>
575 <field name="res_model">res.partner</field>
576 <field name="view_type">form</field>
577 <field name="view_mode">tree,form</field>
578 <field name="domain">[('category_id','child_of', [active_id])]</field>
579 <field name="context">{'category_id':active_id}</field>
581 <record id="ir_action_partner_by_category" model="ir.values">
582 <field eval="'tree_but_open'" name="key2"/>
583 <field eval="'res.partner.category'" name="model"/>
584 <field name="name">Open partners</field>
585 <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
586 <field eval="True" name="object"/>
589 <record id="action_partner_category_form" model="ir.actions.act_window">
590 <field name="name">Partner Categories</field>
591 <field name="type">ir.actions.act_window</field>
592 <field name="res_model">res.partner.category</field>
593 <field name="view_type">form</field>
595 <menuitem action="action_partner_category_form" id="menu_partner_category_form" parent="base.menu_base_config_partner"/>
597 <act_window domain="[('partner_id', '=', active_id)]"
598 id="act_res_partner_event" name="Events"
599 res_model="res.partner.event"
600 src_model="res.partner"/>