openerp/addons/base/res/res_partner_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4         <menuitem icon="terp-partner" id="menu_base_partner" name="Sales" sequence="0" groups="base.group_sale_salesman"/>
   5             <menuitem id="base.menu_sales" parent="base.menu_base_partner" name="Sales" sequence="1" />
   6             <menuitem id="menu_base_config" parent="menu_base_partner" name="Configuration" sequence="30" groups="group_system"/>
   7                 <menuitem id="menu_config_address_book" parent="menu_base_config" name="Address Book" sequence="40" groups="group_system"/>
   8
   9         <!--
  10           =======================
  11           Partner Titles
  12           =======================
  13         -->
  14         <record id="view_partner_title_tree" model="ir.ui.view">
  15             <field name="name">res.partner.title.tree</field>
  16             <field name="model">res.partner.title</field>
  17             <field name="type">tree</field>
  18             <field name="arch" type="xml">
  19                 <tree string="Partner Titles">
  20                     <field name="name"/>
  21                     <field name="shortcut"/>
  22                 </tree>
  23             </field>
  24         </record>
  25         <record id="view_partner_title_form" model="ir.ui.view">
  26             <field name="name">res.partner.title.form</field>
  27             <field name="model">res.partner.title</field>
  28             <field name="type">form</field>
  29             <field name="arch" type="xml">
  30                 <form string="Partner Titles" version="7.0">
  31                     <group col="4">
  32                         <field name="name"/>
  33                         <field name="shortcut"/>
  34                         <field name="domain"/>
  35                     </group>
  36                 </form>
  37             </field>
  38         </record>
  39
  40         <!--
  41         <record id="action_partner_title" model="ir.actions.act_window">
  42             <field name="name">Titles</field>
  43             <field name="type">ir.actions.act_window</field>
  44             <field name="res_model">res.partner.title</field>
  45             <field name="view_type">form</field>
  46         </record>
  47         <menuitem action="action_partner_title" id="menu_partner_title" parent="base.menu_base_config"/>
  48         -->
  49
  50         <record id="action_partner_title_partner" model="ir.actions.act_window">
  51             <field name="name">Partner Titles</field>
  52             <field name="type">ir.actions.act_window</field>
  53             <field name="res_model">res.partner.title</field>
  54             <field name="view_type">form</field>
  55             <field name="domain">[('domain','=','partner')]</field>
  56             <field name="context">{'default_domain': 'partner'}</field>
  57             <field name="help">Manage the partner titles you want to have available in your system. The partner titles is the legal status of the company: Private Limited, SA, etc.</field>
  58         </record>
  59
  60         <menuitem action="action_partner_title_partner" id="menu_partner_title_partner" parent="menu_config_address_book" sequence="2" groups="base.group_no_one"/>
  61
  62         <record id="action_partner_title_contact" model="ir.actions.act_window">
  63             <field name="name">Contact Titles</field>
  64             <field name="type">ir.actions.act_window</field>
  65             <field name="res_model">res.partner.title</field>
  66             <field name="view_type">form</field>
  67             <field name="domain">[('domain','=','contact')]</field>
  68             <field name="context">{'default_domain': 'contact'}</field>
  69             <field name="help">Manage the contact titles you want to have available in your system and the way you want to print them in letters and other documents. Some example: Mr., Mrs. </field>
  70         </record>
  71
  72         <menuitem action="action_partner_title_contact" id="menu_partner_title_contact" name="Contact Titles" parent="menu_config_address_book" sequence="3" groups="base.group_no_one"/>
  73         <!--
  74           =======================
  75           Partner
  76           =======================
  77         -->
  78         <record id="view_partner_tree" model="ir.ui.view">
  79             <field name="name">res.partner.tree</field>
  80             <field name="model">res.partner</field>
  81             <field name="type">tree</field>
  82             <field eval="8" name="priority"/>
  83             <field name="arch" type="xml">
  84                 <tree string="Contacts">
  85                     <field name="name"/>
  86                     <field name="function" invisible="1"/>
  87                     <field name="phone"/>
  88                     <field name="email"/>
  89                     <field name="user_id" invisible="1"/>
  90                     <field name="is_company" invisible="1"/>
  91                     <field name="country" invisible="1"/>
  92                     <field name="country_id" invisible="1"/>
  93                 </tree>
  94             </field>
  95         </record>
  96
  97         <record id="view_partner_form" model="ir.ui.view">
  98             <field name="name">res.partner.form</field>
  99             <field name="model">res.partner</field>
 100             <field name="type">form</field>
 101             <field name="arch" type="xml">
 102                 <form string="Partners" version="7.0">
 103                 <sheet>
 104                     <field name="photo" widget='image' class="oe_avatar oe_right" height="70"/>
 105                     <div class="oe_right oe_button_box" name="buttons">
 106
 107                     </div>
 108                     <div class="oe_title">
 109                         <div class="oe_edit_only">
 110                             <label for="name" string="Customer Name"/>
 111                             (<field name="is_company" on_change="onchange_type(is_company)" class="oe_inline"/> <label for="is_company" string="Is a Company?"/>)
 112                         </div>
 113                         <h1>
 114                             <field name="name"/>
 115                         </h1>
 116                         <div attrs="{'invisible': [('is_company','=', True)]}">
 117                             <label for="parent_id" class="oe_edit_only"/>
 118                         </div>
 119                         <h2 attrs="{'invisible': [('is_company','=', True)]}">
 120                             <field name="parent_id"
 121                                 domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
 122                                 class="oe_inline"
 123                                 on_change="onchange_address(use_parent_address, parent_id)"/>,
 124
 125                         </h2>
 126                         <div attrs="{'invisible' : [('is_company', '=', True)]}">
 127                             <label for="function" class="oe_edit_only" />
 128                         </div>
 129                         <h2 attrs="{'invisible' : [('is_company', '=', True)]}">
 130                             <field name="function" class="oe_inline" placeholder="Job Position"/>
 131                         </h2>
 132                         <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
 133                     </div>
 134
 135                     <group>
 136                         <group>
 137                             <label for="type" attrs="{'invisible': [('parent_id','=', False)]}"/>
 138                             <div attrs="{'invisible': [('parent_id','=', False)]}">
 139                                 <field class="oe_inline"
 140                                     name="type"/>
 141                                 <label for="use_parent_address"/>
 142                                 <field name="use_parent_address"
 143                                     class="oe_inline"
 144                                     on_change="onchange_address(use_parent_address, parent_id)"/>
 145                             </div>
 146
 147                             <label for="street" string="Address"/>
 148                             <div>
 149                                 <field name="street" placeholder="Street..."/>
 150                                 <field name="street2"/>
 151                                 <div>
 152                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 153                                     <field name="city" class="oe_inline" placeholder="City"/>
 154                                 </div>
 155                                 <field name="state_id" placeholder="State"/>
 156                                 <field name="country_id" placeholder="Country"/>
 157                             </div>
 158                             <field name="website" widget="url" placeholder="www.openerp.com"/>
 159                         </group>
 160                         <group>
 161                             <field name="phone" placeholder="+32.81.81.37.00"/>
 162                             <field name="mobile"/>
 163                             <field name="fax"/>
 164                             <field name="email" widget="email"/>
 165                             <field name="title" domain="[('domain', '=', 'contact')]" attrs="{'invisible': [('is_company','=', True)]}"/>
 166                         </group>
 167                     </group>
 168
 169                     <notebook colspan="4">
 170                         <page string="Contacts">
 171                             <field name="child_ids" context="{'default_parent_id': active_id}" mode="kanban">
 172                                 <kanban>
 173                                     <field name="color"/>
 174                                     <field name="name"/>
 175                                     <field name="title"/>
 176                                     <field name="email"/>
 177                                     <field name="parent_id"/>
 178                                     <field name="is_company"/>
 179                                     <field name="function"/>
 180                                     <field name="phone"/>
 181                                     <field name="street"/>
 182                                     <field name="street2"/>
 183                                     <field name="photo"/>
 184                                     <field name="zip"/>
 185                                     <field name="city"/>
 186                                     <field name="country_id"/>
 187                                     <field name="mobile"/>
 188                                     <field name="state_id"/>
 189                                     <templates>
 190                                         <t t-name="kanban-box">
 191                                             <t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
 192                                             <div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')" style="position: relative">
 193                                                 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 194                                                 <div class="oe_module_vignette">
 195                                                 <a type="edit">
 196                                                     <img t-att-src="kanban_image('res.partner', 'photo', record.id.value)" class="oe_avatar oe_kanban_avatar_toto"/>
 197                                                 </a>
 198                                                     <div class="oe_module_desc">
 199                                                         <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger oe_kanban_color_border">
 200                                                             <table class="oe_kanban_table">
 201                                                                 <tr>
 202                                                                     <td class="oe_kanban_title1" align="left" valign="middle">
 203                                                                         <h4><a type="edit"><field name="name"/></a></h4>
 204                                                                         <i><div t-if="record.function.raw_value">
 205                                                                             <field name="function"/><br/></div></i>
 206                                                                     </td>
 207                                                                     <td valign="top" align="right">
 208                                                                         <a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value" style="text-decoration: none;" >
 209                                                                             <img src="/web/static/src/img/icons/terp-mail-message-new.png" border="0" width="16" height="16"/>
 210                                                                         </a>
 211
 212                                                                     </td>
 213                                                                 </tr>
 214                                                             </table>
 215                                                         </div>
 216                                                     </div>
 217                                                 </div>
 218                                             </div>
 219                                         </t>
 220                                     </templates>
 221                                 </kanban>
 222                             </field>
 223                         </page>
 224                         <page string="Sales &amp; Purchases" attrs="{'invisible': [('customer', '=', False), ('supplier', '=', False)]}">
 225                             <group>
 226                                 <group>
 227                                     <field name="user_id" />
 228                                     <field name="company_id" groups="base.group_multi_company" widget="selection"/>
 229                                     <field name="ref"/>
 230                                     <field name="lang"/>
 231                                     <field name="date"/>
 232                                 </group>
 233                                 <group>
 234                                     <field name="customer"/>
 235                                     <field name="supplier" invisible="1"/>
 236                                     <field name="active"/>
 237                                 </group>
 238                             </group>
 239                         </page>
 240                         <page string="History" invisible="True"></page>
 241                         <page string="Internal Notes">
 242                             <field name="comment" placeholder="Internal notes about this customer..."/>
 243                         </page>
 244                     </notebook>
 245                 </sheet>
 246                 </form>
 247             </field>
 248         </record>
 249
 250        <record id="view_res_partner_filter" model="ir.ui.view">
 251             <field name="name">res.partner.select</field>
 252             <field name="model">res.partner</field>
 253             <field name="type">search</field>
 254             <field name="arch" type="xml">
 255                 <search string="Search Partner">
 256                    <group col='10' colspan='4'>
 257                         <field name="name"
 258                             filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"
 259                             string="Partner"/>
 260                         <separator orientation="vertical"/>
 261                         <filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
 262                         <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
 263                         <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
 264                         <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
 265                         <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
 266                         <separator orientation="vertical"/>
 267                         <field name="category_id"/>
 268                         <field name="user_id"/>
 269                         <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
 270                    </group>
 271                    <newline />
 272                    <group expand="0" string="Group By...">
 273                        <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by' : 'user_id'}" />
 274                        <filter string="Company" context="{'group_by': 'parent_id'}"/>
 275                    </group>
 276                </search>
 277             </field>
 278         </record>
 279
 280         <!-- Partner Kanban View -->
 281         <record model="ir.ui.view" id="res_partner_kanban_view">
 282             <field name="name">res.partner.kanban</field>
 283             <field name="model">res.partner</field>
 284             <field name="type">kanban</field>
 285             <field name="arch" type="xml">
 286                 <kanban>
 287                     <field name="color"/>
 288                     <field name="name"/>
 289                     <field name="title"/>
 290                     <field name="email"/>
 291                     <field name="parent_id"/>
 292                     <field name="is_company"/>
 293                     <field name="function"/>
 294                     <field name="phone"/>
 295                     <field name="street"/>
 296                     <field name="street2"/>
 297                     <field name="photo"/>
 298                     <field name="zip"/>
 299                     <field name="city"/>
 300                     <field name="country_id"/>
 301                     <field name="mobile"/>
 302                     <field name="state_id"/>
 303                     <templates>
 304                         <t t-name="kanban-box">
 305                             <div class="oe_kanban_vignette">
 306                                 <a type="edit">
 307                                     <img t-att-src="kanban_image('res.partner', 'photo', record.id.value)" class="oe_kanban_image"/>
 308                                 </a>
 309                                 <div class="oe_kanban_details">
 310                                       <h4 class="oe_partner_heading"><a type="edit"><field name="name"/></a>
 311                                       </h4>
 312                                       <ul>
 313                                           <li t-if="record.parent_id.raw_value and !record.function.raw_value"><field name="parent_id"/></li>
 314                                           <li t-if="!record.parent_id.raw_value and record.function.raw_value"><field name="function"/></li>
 315                                           <li t-if="record.parent_id.raw_value and record.function.raw_value"><field name="function"/> at <field name="parent_id"/></li>
 316                                           <li t-if="record.city.raw_value and !record.country.raw_value"><field name="city"/></li>
 317                                           <li t-if="!record.city.raw_value and record.country.raw_value"><field name="country"/></li>
 318                                           <li t-if="record.city.raw_value and record.country.raw_value"><field name="city"/>, <field name="country"/></li>
 319                                           <li t-if="record.mobile.raw_value"><field name="mobile"/></li>
 320                                           <li t-if="record.phone.raw_value">Tel: <field name="phone"/></li>
 321                                           <li t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></li>
 322                                           <li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
 323                                       </ul>
 324                                 </div>
 325                             </div>
 326
 327                         </t>
 328                     </templates>
 329                 </kanban>
 330             </field>
 331         </record>
 332
 333         <record id="action_partner_form" model="ir.actions.act_window">
 334             <field name="name">Customers</field>
 335             <field name="type">ir.actions.act_window</field>
 336             <field name="res_model">res.partner</field>
 337             <field name="view_type">form</field>
 338             <field name="view_mode">kanban,tree,form</field>
 339             <field name="context">{"search_default_customer":1}</field>
 340             <field name="search_view_id" ref="view_res_partner_filter"/>
 341             <field name="help">
 342                 Click on "Create" to add a new contact in your address book.
 343                 &lt;p&gt;
 344                 A contact is either a person or a company; a person can be linked to a company as a contact of that company.
 345                 &lt;p&gt;
 346                 You will be able to follow documents and history of your contacts (invoices, meetings, projects, etc.)
 347             </field>
 348         </record>
 349         <record id="action_partner_form_view1" model="ir.actions.act_window.view">
 350             <field eval="0" name="sequence"/>
 351             <field name="view_mode">kanban</field>
 352             <field name="view_id" ref="res_partner_kanban_view"/>
 353             <field name="act_window_id" ref="action_partner_form"/>
 354         </record>
 355         <record id="action_partner_form_view2" model="ir.actions.act_window.view">
 356             <field eval="2" name="sequence"/>
 357             <field name="view_mode">form</field>
 358             <field name="view_id" ref="view_partner_form"/>
 359             <field name="act_window_id" ref="action_partner_form"/>
 360         </record>
 361         <record id="action_partner_tree_view1" model="ir.actions.act_window.view">
 362             <field name="sequence" eval="1"/>
 363             <field name="view_mode">tree</field>
 364             <field name="view_id" ref="view_partner_tree"/>
 365             <field name="act_window_id" ref="action_partner_form"/>
 366         </record>
 367         <menuitem id="menu_partner_form" parent="base.menu_sales" action="action_partner_form" sequence="1"/>
 368
 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="context">{'default_customer':1, 'search_default_customer':1}</field>
 376             <field name="filter" eval="True"/>
 377         </record>
 378
 379         <record id="action_partner_supplier_form" model="ir.actions.act_window">
 380             <field name="name">Suppliers</field>
 381             <field name="type">ir.actions.act_window</field>
 382             <field name="res_model">res.partner</field>
 383             <field name="view_type">form</field>
 384             <field name="domain">[]</field>
 385             <field name="view_mode">kanban,tree,form</field>
 386             <field name="context">{'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
 387             <field name="filter" eval="True"/>
 388             <field name="help">You can access all information regarding your suppliers from the supplier form: accounting data, history of emails, meetings, purchases, etc. You can uncheck the 'Suppliers' filter button in order to search in all your partners, including customers and prospects.</field>
 389         </record>
 390
 391         <record id="action_partner_employee_form" model="ir.actions.act_window">
 392             <field name="name">Employees</field>
 393             <field name="type">ir.actions.act_window</field>
 394             <field name="res_model">res.partner</field>
 395             <field name="view_type">form</field>
 396             <field name="domain">[('employee','=',1)]</field>
 397             <field name="context">{'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
 398             <field name="filter" eval="True"/>
 399         </record>
 400
 401         <record id="action_partner_other_form" model="ir.actions.act_window">
 402             <field name="name">Other Partners</field>
 403             <field name="type">ir.actions.act_window</field>
 404             <field name="res_model">res.partner</field>
 405             <field name="view_type">form</field>
 406             <field name="domain">[('supplier','&lt;&gt;',1),('customer','&lt;&gt;',1)]</field>
 407             <field name="filter" eval="True"/>
 408         </record>
 409
 410         <record id="view_payterm_form" model="ir.ui.view">
 411             <field name="name">res.payterm</field>
 412             <field name="model">res.payterm</field>
 413             <field name="type">form</field>
 414             <field name="arch" type="xml">
 415                 <form string="Payment Term" version="7.0">
 416                     <group>
 417                         <field name="name"/>
 418                     </group>
 419                 </form>
 420             </field>
 421         </record>
 422         <record id="action_payterm_form" model="ir.actions.act_window">
 423             <field name="name">Payment term</field>
 424             <field name="type">ir.actions.act_window</field>
 425             <field name="res_model">res.payterm</field>
 426             <field name="view_type">form</field>
 427             <field name="view_id" ref="view_payterm_form"/>
 428         </record>
 429         <!--
 430           ======================
 431           Categories
 432           ======================
 433         -->
 434         <record id="view_partner_category_form" model="ir.ui.view">
 435             <field name="name">Partner Categories</field>
 436             <field name="model">res.partner.category</field>
 437             <field name="type">form</field>
 438             <field name="arch" type="xml">
 439                 <form string="Partner Category" version="7.0">
 440                     <group col="4">
 441                         <field name="name"/>
 442                         <field name="active"/>
 443                         <field name="parent_id"/>
 444                     </group>
 445                 </form>
 446             </field>
 447         </record>
 448         <record id="view_partner_category_list" model="ir.ui.view">
 449             <field name="name">Partner Categories</field>
 450             <field name="model">res.partner.category</field>
 451             <field name="type">tree</field>
 452             <field eval="6" name="priority"/>
 453             <field name="arch" type="xml">
 454                 <tree string="Partner Categories">
 455                     <field name="complete_name"/>
 456                 </tree>
 457             </field>
 458         </record>
 459         <record id="view_partner_category_tree" model="ir.ui.view">
 460             <field name="name">res.partner.category.tree</field>
 461             <field name="model">res.partner.category</field>
 462             <field name="type">tree</field>
 463             <field name="field_parent">child_ids</field>
 464             <field name="arch" type="xml">
 465                 <tree toolbar="1" string="Partner Categories">
 466                     <field name="name"/>
 467                 </tree>
 468             </field>
 469         </record>
 470         <!--
 471         <record id="action_partner_category" model="ir.actions.act_window">
 472             <field name="name">Partners by Categories</field>
 473             <field name="type">ir.actions.act_window</field>
 474             <field name="res_model">res.partner.category</field>
 475             <field name="view_type">tree</field>
 476             <field name="view_id" ref="view_partner_category_tree"/>
 477             <field name="domain">[('parent_id','=',False)]</field>
 478         </record>
 479         <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"
 480             groups="base.group_no_one"/>
 481         -->
 482
 483         <record id="action_partner_by_category" model="ir.actions.act_window">
 484             <field name="name">Partner Categories</field>
 485             <field name="res_model">res.partner</field>
 486             <field name="view_type">form</field>
 487             <field name="view_mode">tree,form</field>
 488             <field name="domain">[('category_id','child_of', [active_id])]</field>
 489             <field name="context">{'category_id':active_id}</field>
 490             <field name="search_view_id" ref="view_res_partner_filter"/>
 491         </record>
 492
 493         <record id="ir_action_partner_by_category" model="ir.values">
 494             <field eval="'tree_but_open'" name="key2"/>
 495             <field eval="'res.partner.category'" name="model"/>
 496             <field name="name">Open partners</field>
 497             <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
 498         </record>
 499
 500         <record id="action_partner_category_form" model="ir.actions.act_window">
 501             <field name="name">Partner Categories</field>
 502             <field name="type">ir.actions.act_window</field>
 503             <field name="res_model">res.partner.category</field>
 504             <field name="view_type">form</field>
 505             <field name="help">Manage the partner categories in order to better classify them for tracking and analysis purposes. A partner may belong to several categories and categories have a hierarchy structure: a partner belonging to a category also belong to his parent category.</field>
 506         </record>
 507
 508         <menuitem action="action_partner_category_form" id="menu_partner_category_form" name="Partner Categories" sequence="4" parent="menu_config_address_book" groups="base.group_no_one"/>
 509
 510     </data>
 511 </openerp>
 512