openerp/addons/base/res/res_partner_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Top menu item -->
   6         <menuitem name="Sales"
   7             id="menu_base_partner"
   8             groups="base.group_sale_salesman"
   9             sequence="30"/>
  10
  11             <menuitem id="base.menu_sales" parent="base.menu_base_partner" name="Sales" sequence="1" />
  12             <menuitem id="menu_base_config" parent="menu_base_partner" name="Configuration" sequence="30" groups="group_system"/>
  13                 <menuitem id="menu_config_address_book" parent="menu_base_config" name="Address Book" sequence="40" groups="group_system"/>
  14
  15         <!-- Partner Titles -->
  16         <record id="view_partner_title_tree" model="ir.ui.view">
  17             <field name="name">res.partner.title.tree</field>
  18             <field name="model">res.partner.title</field>
  19             <field name="arch" type="xml">
  20                 <tree string="Partner Titles">
  21                     <field name="name"/>
  22                     <field name="shortcut"/>
  23                 </tree>
  24             </field>
  25         </record>
  26         <record id="view_partner_title_form" model="ir.ui.view">
  27             <field name="name">res.partner.title.form</field>
  28             <field name="model">res.partner.title</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                     </group>
  35                 </form>
  36             </field>
  37         </record>
  38
  39         <!--
  40         <record id="action_partner_title" model="ir.actions.act_window">
  41             <field name="name">Titles</field>
  42             <field name="type">ir.actions.act_window</field>
  43             <field name="res_model">res.partner.title</field>
  44             <field name="view_type">form</field>
  45         </record>
  46         <menuitem action="action_partner_title" id="menu_partner_title" parent="base.menu_base_config"/>
  47         -->
  48
  49         <record id="action_partner_title_partner" model="ir.actions.act_window">
  50             <field name="name">Partner Titles</field>
  51             <field name="type">ir.actions.act_window</field>
  52             <field name="res_model">res.partner.title</field>
  53             <field name="view_type">form</field>
  54             <field name="domain">[('domain','=','partner')]</field>
  55             <field name="context">{'default_domain': 'partner'}</field>
  56             <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>
  57         </record>
  58
  59         <menuitem action="action_partner_title_partner" id="menu_partner_title_partner" parent="menu_config_address_book" sequence="2" groups="base.group_no_one"/>
  60
  61         <record id="action_partner_title_contact" model="ir.actions.act_window">
  62             <field name="name">Contact Titles</field>
  63             <field name="type">ir.actions.act_window</field>
  64             <field name="res_model">res.partner.title</field>
  65             <field name="view_type">form</field>
  66             <field name="domain">[('domain','=','contact')]</field>
  67             <field name="context">{'default_domain': 'contact'}</field>
  68             <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>
  69         </record>
  70
  71         <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"/>
  72
  73         <!-- Partner -->
  74         <record id="view_partner_tree" model="ir.ui.view">
  75             <field name="name">res.partner.tree</field>
  76             <field name="model">res.partner</field>
  77             <field eval="8" name="priority"/>
  78             <field name="arch" type="xml">
  79                 <tree string="Contacts">
  80                     <field name="name"/>
  81                     <field name="function" invisible="1"/>
  82                     <field name="phone"/>
  83                     <field name="email"/>
  84                     <field name="user_id" invisible="1"/>
  85                     <field name="is_company" invisible="1"/>
  86                     <field name="country" invisible="1"/>
  87                     <field name="country_id" invisible="1"/>
  88                 </tree>
  89             </field>
  90         </record>
  91
  92         <record id="view_partner_form" model="ir.ui.view">
  93             <field name="name">res.partner.form</field>
  94             <field name="model">res.partner</field>
  95             <field name="arch" type="xml">
  96                 <form string="Partners" version="7.0">
  97                 <sheet>
  98                     <field name="image" widget='image' class="oe_left" options='{"preview_image": "image_medium", "size": [90, 90]}'/>
  99                     <div class="oe_title">
 100                         <div class="oe_edit_only">
 101                             <label for="name"/> (
 102                             <field name="is_company" on_change="onchange_type(is_company)" class="oe_inline"/> <label for="is_company" string="Is a Company?"/>)
 103                         </div>
 104                         <h1>
 105                             <field name="name" default_focus="1" placeholder="Name" />
 106                         </h1>
 107                         <field name="parent_id"
 108                             placeholder="Company"
 109                             domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
 110                             attrs="{'invisible': [('is_company','=', True)]}"
 111                             on_change="onchange_address(use_parent_address, parent_id)"/>
 112                         <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
 113                     </div>
 114                     <div class="oe_right oe_button_box" name="buttons"> </div>
 115
 116                     <group>
 117                         <group>
 118                             <label for="type" attrs="{'invisible': [('parent_id','=', False)]}" invisible="1"/>
 119                             <div attrs="{'invisible': [('parent_id','=', False)]}" invisible="1" name="div_type">
 120                                 <field class="oe_inline"
 121                                     name="type"/>
 122                                 <label for="use_parent_address" class="oe_edit_only"/>
 123                                 <field name="use_parent_address" class="oe_edit_only oe_inline"
 124                                     on_change="onchange_address(use_parent_address, parent_id)"/>
 125                             </div>
 126
 127                             <label for="street" string="Address"/>
 128                             <div>
 129                                 <field name="street" placeholder="Street..."/>
 130                                 <field name="street2"/>
 131                                 <div class="address_format">
 132                                     <field name="city" placeholder="City" style="width: 40%%"/>
 133                                     <field name="state_id" class="oe_no_button" placeholder="State" style="width: 24%%" options='{"no_open": true}'/>
 134                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 135                                 </div>
 136                                 <field name="country_id" placeholder="Country" class="oe_no_button" options='{"no_open": true}'/>
 137                             </div>
 138                             <field name="website" widget="url" placeholder="e.g. www.openerp.com"/>
 139                         </group>
 140                         <group>
 141                             <field name="function" placeholder="e.g. Sales Director"
 142                                 attrs="{'invisible': [('is_company','=', True)]}"/>
 143                             <field name="phone" placeholder="e.g. +32.81.81.37.00"/>
 144                             <field name="mobile"/>
 145                             <field name="fax"/>
 146                             <field name="email" widget="email"/>
 147                             <field name="title" domain="[('domain', '=', 'contact')]"
 148                                 groups="base.group_no_one"
 149                                 options='{"no_open": true}' attrs="{'invisible': [('is_company','=', True)]}" />
 150                         </group>
 151                     </group>
 152
 153                     <notebook colspan="4">
 154                         <page string="Contacts" attrs="{'invisible': [('is_company','=',False)]}">
 155                             <field name="child_ids" context="{'default_parent_id': active_id}" mode="kanban">
 156                                 <kanban>
 157                                     <field name="color"/>
 158                                     <field name="name"/>
 159                                     <field name="title"/>
 160                                     <field name="email"/>
 161                                     <field name="parent_id"/>
 162                                     <field name="is_company"/>
 163                                     <field name="function"/>
 164                                     <field name="phone"/>
 165                                     <field name="street"/>
 166                                     <field name="street2"/>
 167                                     <field name="image"/>
 168                                     <field name="zip"/>
 169                                     <field name="city"/>
 170                                     <field name="country_id"/>
 171                                     <field name="mobile"/>
 172                                     <field name="state_id"/>
 173                                     <templates>
 174                                         <t t-name="kanban-box">
 175                                             <t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
 176                                             <div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')" style="position: relative">
 177                                                 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 178                                                 <div class="oe_module_vignette">
 179                                                 <a type="edit">
 180                                                     <img t-att-src="kanban_image('res.partner', 'image', record.id.value, {'preview_image': 'image_small'})" class="oe_avatar oe_kanban_avatar_smallbox"/>
 181                                                 </a>
 182                                                     <div class="oe_module_desc">
 183                                                         <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger oe_kanban_color_border">
 184                                                             <table class="oe_kanban_table">
 185                                                                 <tr>
 186                                                                     <td class="oe_kanban_title1" align="left" valign="middle">
 187                                                                         <h4><a type="edit"><field name="name"/></a></h4>
 188                                                                         <i><div t-if="record.function.raw_value">
 189                                                                             <field name="function"/><br/></div></i>
 190                                                                     </td>
 191                                                                     <td valign="top" align="right">
 192                                                                         <a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value" style="text-decoration: none;" >
 193                                                                             <img src="/web/static/src/img/icons/terp-mail-message-new.png" border="0" width="16" height="16"/>
 194                                                                         </a>
 195
 196                                                                     </td>
 197                                                                 </tr>
 198                                                             </table>
 199                                                         </div>
 200                                                     </div>
 201                                                 </div>
 202                                             </div>
 203                                         </t>
 204                                     </templates>
 205                                 </kanban>
 206                                 <form string="Contact" version="7.0">
 207                                     <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
 208                                     <div class="oe_title">
 209                                         <group>
 210                                             <field name="name"/>
 211                                             <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
 212                                             <field name="function" placeholder="e.g. Sales Director"/>
 213                                             <field name="email"/>
 214                                             <field name="phone"/>
 215                                             <field name="mobile"/>
 216                                         </group>
 217                                     </div>
 218                                 </form>
 219                             </field>
 220                         </page>
 221                         <page string="Internal Notes">
 222                             <field name="comment" placeholder="Internal notes about this customer..."/>
 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                                 </group>
 230                                 <group>
 231                                     <field name="customer"/>
 232                                     <field name="supplier" invisible="not context.get('default_supplier')"/>
 233                                 </group>
 234                                 <group>
 235                                     <field name="ref"/>
 236                                     <field name="lang"/>
 237                                     <field name="date"/>
 238                                 </group>
 239                                 <group>
 240                                     <field name="active"/>
 241                                 </group>
 242                             </group>
 243                         </page>
 244                         <!-- The History page becomes visible as soon as there is something to display inside -->
 245                         <page string="History" name="page_history" invisible="True">
 246                         </page>
 247                     </notebook>
 248                 </sheet>
 249                 </form>
 250             </field>
 251         </record>
 252
 253        <record id="view_res_partner_filter" model="ir.ui.view">
 254             <field name="name">res.partner.select</field>
 255             <field name="model">res.partner</field>
 256             <field name="arch" type="xml">
 257                 <search string="Search Partner">
 258                    <field name="name"
 259                        filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"
 260                        string="Partner"/>
 261                    <filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
 262                    <separator/>
 263                    <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
 264                    <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
 265                    <separator/>
 266                    <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
 267                    <separator/>
 268                    <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
 269                    <field name="category_id" string="Category" filter_domain="[('category_id','ilike', self)]"/>
 270                    <field name="user_id"/>
 271                    <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
 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="arch" type="xml">
 285                 <kanban>
 286                     <field name="color"/>
 287                     <field name="name"/>
 288                     <field name="title"/>
 289                     <field name="email"/>
 290                     <field name="parent_id"/>
 291                     <field name="is_company"/>
 292                     <field name="function"/>
 293                     <field name="phone"/>
 294                     <field name="street"/>
 295                     <field name="street2"/>
 296                     <field name="zip"/>
 297                     <field name="city"/>
 298                     <field name="country_id"/>
 299                     <field name="mobile"/>
 300                     <field name="state_id"/>
 301                     <field name="category_id"/>
 302                     <templates>
 303                         <t t-name="kanban-box">
 304                             <div class="oe_kanban_vignette">
 305                                 <a type="edit">
 306                                     <img t-att-src="kanban_image('res.partner', 'image_small', record.id.value)" class="oe_kanban_image"/>
 307                                 </a>
 308                                 <div class="oe_kanban_details">
 309                                     <h4 class="oe_partner_heading"><a type="edit"><field name="name"/></a></h4>
 310                                     <div class="oe_kanban_partner_categories"/>
 311                                     <div class="oe_kanban_partner_links"/>
 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.phone.raw_value">Tel: <field name="phone"/></li>
 320                                         <li t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></li>
 321                                         <li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
 322                                     </ul>
 323                                 </div>
 324                             </div>
 325
 326                         </t>
 327                     </templates>
 328                 </kanban>
 329             </field>
 330         </record>
 331
 332         <record id="action_partner_form" model="ir.actions.act_window">
 333             <field name="name">Customers</field>
 334             <field name="type">ir.actions.act_window</field>
 335             <field name="res_model">res.partner</field>
 336             <field name="view_type">form</field>
 337             <field name="view_mode">kanban,tree,form</field>
 338             <field name="context">{"search_default_customer":1}</field>
 339             <field name="search_view_id" ref="view_res_partner_filter"/>
 340             <field name="help" type="html">
 341               <p class="oe_view_nocontent_create">
 342                 Click to add a contact in your address book.
 343               </p><p>
 344                 OpenERP helps you easily track all activities related to
 345                 a customer; discussions, history of business opportunities,
 346                 documents, etc.
 347               </p>
 348             </field>
 349         </record>
 350         <record id="action_partner_form_view1" model="ir.actions.act_window.view">
 351             <field eval="0" name="sequence"/>
 352             <field name="view_mode">kanban</field>
 353             <field name="view_id" ref="res_partner_kanban_view"/>
 354             <field name="act_window_id" ref="action_partner_form"/>
 355         </record>
 356         <record id="action_partner_form_view2" model="ir.actions.act_window.view">
 357             <field eval="2" name="sequence"/>
 358             <field name="view_mode">form</field>
 359             <field name="view_id" ref="view_partner_form"/>
 360             <field name="act_window_id" ref="action_partner_form"/>
 361         </record>
 362         <record id="action_partner_tree_view1" model="ir.actions.act_window.view">
 363             <field name="sequence" eval="1"/>
 364             <field name="view_mode">tree</field>
 365             <field name="view_id" ref="view_partner_tree"/>
 366             <field name="act_window_id" ref="action_partner_form"/>
 367         </record>
 368         <menuitem id="menu_partner_form" parent="base.menu_sales" action="action_partner_form" sequence="1"/>
 369
 370         <record id="action_partner_customer_form" model="ir.actions.act_window">
 371             <field name="name">Customers</field>
 372             <field name="type">ir.actions.act_window</field>
 373             <field name="res_model">res.partner</field>
 374             <field name="view_type">form</field>
 375             <field name="view_mode">kanban,tree,form</field>
 376             <field name="domain">[('customer','=',1)]</field>
 377             <field name="context">{'default_customer':1, 'search_default_customer':1}</field>
 378             <field name="filter" eval="True"/>
 379             <field name="help" type="html">
 380               <p class="oe_view_nocontent_create">
 381                 Click to add a contact in your address book.
 382               </p><p>
 383                 OpenERP helps you easily track all activities related to
 384                 a customer: discussions, history of business opportunities,
 385                 documents, etc.
 386               </p>
 387             </field>
 388         </record>
 389
 390         <record id="action_partner_supplier_form" model="ir.actions.act_window">
 391             <field name="name">Suppliers</field>
 392             <field name="type">ir.actions.act_window</field>
 393             <field name="res_model">res.partner</field>
 394             <field name="view_type">form</field>
 395             <field name="domain">[]</field>
 396             <field name="view_mode">kanban,tree,form</field>
 397             <field name="context">{'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
 398             <field name="filter" eval="True"/>
 399             <field name="help" type="html">
 400               <p class="oe_view_nocontent_create">
 401                 Click to add a contact in your address book.
 402               </p><p>
 403                 OpenERP helps you easily track all activities related to
 404                 a supplier: discussions, history of purchases,
 405                 documents, etc.
 406               </p>
 407             </field>
 408         </record>
 409
 410         <record id="action_partner_employee_form" model="ir.actions.act_window">
 411             <field name="name">Employees</field>
 412             <field name="type">ir.actions.act_window</field>
 413             <field name="res_model">res.partner</field>
 414             <field name="view_type">form</field>
 415             <field name="domain">[('employee','=',1)]</field>
 416             <field name="context">{'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
 417             <field name="filter" eval="True"/>
 418         </record>
 419
 420         <record id="action_partner_other_form" model="ir.actions.act_window">
 421             <field name="name">Other Partners</field>
 422             <field name="type">ir.actions.act_window</field>
 423             <field name="res_model">res.partner</field>
 424             <field name="view_type">form</field>
 425             <field name="domain">[('supplier','&lt;&gt;',1),('customer','&lt;&gt;',1)]</field>
 426             <field name="filter" eval="True"/>
 427         </record>
 428
 429         <record id="view_payterm_form" model="ir.ui.view">
 430             <field name="name">res.payterm</field>
 431             <field name="model">res.payterm</field>
 432             <field name="arch" type="xml">
 433                 <form string="Payment Term" version="7.0">
 434                     <group>
 435                         <field name="name"/>
 436                     </group>
 437                 </form>
 438             </field>
 439         </record>
 440         <record id="action_payterm_form" model="ir.actions.act_window">
 441             <field name="name">Payment term</field>
 442             <field name="type">ir.actions.act_window</field>
 443             <field name="res_model">res.payterm</field>
 444             <field name="view_type">form</field>
 445             <field name="view_id" ref="view_payterm_form"/>
 446         </record>
 447
 448         <!-- Categories -->
 449         <record id="view_partner_category_form" model="ir.ui.view">
 450             <field name="name">Partner Categories</field>
 451             <field name="model">res.partner.category</field>
 452             <field name="arch" type="xml">
 453                 <form string="Partner Category" version="7.0">
 454                     <group col="4">
 455                         <field name="name"/>
 456                         <field name="active"/>
 457                         <field name="parent_id"/>
 458                     </group>
 459                 </form>
 460             </field>
 461         </record>
 462         <record id="view_partner_category_list" model="ir.ui.view">
 463             <field name="name">Partner Categories</field>
 464             <field name="model">res.partner.category</field>
 465             <field eval="6" name="priority"/>
 466             <field name="arch" type="xml">
 467                 <tree string="Partner Categories">
 468                     <field name="complete_name"/>
 469                 </tree>
 470             </field>
 471         </record>
 472         <record id="view_partner_category_tree" model="ir.ui.view">
 473             <field name="name">res.partner.category.tree</field>
 474             <field name="model">res.partner.category</field>
 475             <field name="field_parent">child_ids</field>
 476             <field name="arch" type="xml">
 477                 <tree toolbar="1" string="Partner Categories">
 478                     <field name="name"/>
 479                 </tree>
 480             </field>
 481         </record>
 482         <!--
 483         <record id="action_partner_category" model="ir.actions.act_window">
 484             <field name="name">Partners by Categories</field>
 485             <field name="type">ir.actions.act_window</field>
 486             <field name="res_model">res.partner.category</field>
 487             <field name="view_type">tree</field>
 488             <field name="view_id" ref="view_partner_category_tree"/>
 489             <field name="domain">[('parent_id','=',False)]</field>
 490         </record>
 491         <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"
 492             groups="base.group_no_one"/>
 493         -->
 494
 495         <record id="action_partner_by_category" model="ir.actions.act_window">
 496             <field name="name">Partner Categories</field>
 497             <field name="res_model">res.partner</field>
 498             <field name="view_type">form</field>
 499             <field name="view_mode">tree,form</field>
 500             <field name="domain">[('category_id','child_of', [active_id])]</field>
 501             <field name="context">{'category_id':active_id}</field>
 502             <field name="search_view_id" ref="view_res_partner_filter"/>
 503         </record>
 504
 505         <record id="ir_action_partner_by_category" model="ir.values">
 506             <field eval="'tree_but_open'" name="key2"/>
 507             <field eval="'res.partner.category'" name="model"/>
 508             <field name="name">Open partners</field>
 509             <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
 510         </record>
 511
 512         <record id="action_partner_category_form" model="ir.actions.act_window">
 513             <field name="name">Partner Categories</field>
 514             <field name="type">ir.actions.act_window</field>
 515             <field name="res_model">res.partner.category</field>
 516             <field name="view_type">form</field>
 517             <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>
 518         </record>
 519
 520         <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"/>
 521
 522     </data>
 523 </openerp>