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                     </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           =======================
  74           Partner
  75           =======================
  76         -->
  77         <record id="view_partner_tree" model="ir.ui.view">
  78             <field name="name">res.partner.tree</field>
  79             <field name="model">res.partner</field>
  80             <field name="type">tree</field>
  81             <field eval="8" name="priority"/>
  82             <field name="arch" type="xml">
  83                 <tree string="Contacts">
  84                     <field name="name"/>
  85                     <field name="function" invisible="1"/>
  86                     <field name="phone"/>
  87                     <field name="email"/>
  88                     <field name="user_id" invisible="1"/>
  89                     <field name="is_company" invisible="1"/>
  90                     <field name="country" invisible="1"/>
  91                     <field name="country_id" invisible="1"/>
  92                 </tree>
  93             </field>
  94         </record>
  95
  96         <record id="view_partner_form" model="ir.ui.view">
  97             <field name="name">res.partner.form</field>
  98             <field name="model">res.partner</field>
  99             <field name="type">form</field>
 100             <field name="arch" type="xml">
 101                 <form string="Partners" version="7.0">
 102                 <sheet>
 103                     <field name="photo" widget='image' class="oe_avatar oe_left"/>
 104                     <div class="oe_title">
 105                         <div class="oe_edit_only">
 106                             <label for="name" string="Customer Name"/>
 107                             (<field name="is_company" on_change="onchange_type(is_company)" class="oe_inline"/> <label for="is_company" string="Is a Company?"/>)
 108                         </div>
 109                         <h1>
 110                             <field name="name"/>
 111                         </h1>
 112                         <field name="category_id" widget="many2many_tags" placeholder="Select Tags"/>
 113                     </div>
 114                     <div class="oe_right oe_button_box" name="buttons"> </div>
 115
 116                     <group>
 117                         <group>
 118                             <field name="parent_id"
 119                                 domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
 120                                 attrs="{'invisible': [('is_company','=', True)]}"
 121                                 on_change="onchange_address(use_parent_address, parent_id)"/>,
 122                             <label for="type" attrs="{'invisible': [('parent_id','=', False)]}"/>
 123                             <div attrs="{'invisible': [('parent_id','=', False)]}">
 124                                 <field class="oe_inline"
 125                                     name="type"/>
 126                                 <label for="use_parent_address" class="oe_edit_only"/>
 127                                 <field name="use_parent_address" class="oe_edit_only oe_inline"
 128                                     on_change="onchange_address(use_parent_address, parent_id)"/>
 129                             </div>
 130
 131                             <label for="street" string="Address"/>
 132                             <div>
 133                                 <field name="street" placeholder="Street..."/>
 134                                 <field name="street2"/>
 135                                 <div class="address_format">
 136                                     <field name="city" placeholder="City" style="width: 40%%"/>
 137                                     <field name="state_id" class="oe_no_button" placeholder="State" style="width: 24%%"/>
 138                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 139                                 </div>
 140                                 <field name="country_id" placeholder="Country" class="oe_no_button"/>
 141                             </div>
 142                             <field name="website" widget="url" placeholder="e.g. www.openerp.com"/>
 143                         </group>
 144                         <group>
 145                             <field name="function" placeholder="e.g. Sales Director"
 146                                 attrs="{'invisible': [('is_company','=', True)]}"/>
 147                             <field name="phone" placeholder="e.g. +32.81.81.37.00"/>
 148                             <field name="mobile"/>
 149                             <field name="fax"/>
 150                             <field name="email" widget="email"/>
 151                             <field name="title" domain="[('domain', '=', 'contact')]"
 152                                 class="oe_no_button" attrs="{'invisible': [('is_company','=', True)]}"/>
 153                         </group>
 154                     </group>
 155
 156                     <notebook colspan="4">
 157                         <page string="Contacts" attrs="{'invisible': [('is_company','=',False)]}">
 158                             <field name="child_ids" context="{'default_parent_id': active_id}" mode="kanban">
 159                                 <kanban>
 160                                     <field name="color"/>
 161                                     <field name="name"/>
 162                                     <field name="title"/>
 163                                     <field name="email"/>
 164                                     <field name="parent_id"/>
 165                                     <field name="is_company"/>
 166                                     <field name="function"/>
 167                                     <field name="phone"/>
 168                                     <field name="street"/>
 169                                     <field name="street2"/>
 170                                     <field name="photo"/>
 171                                     <field name="zip"/>
 172                                     <field name="city"/>
 173                                     <field name="country_id"/>
 174                                     <field name="mobile"/>
 175                                     <field name="state_id"/>
 176                                     <templates>
 177                                         <t t-name="kanban-box">
 178                                             <t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
 179                                             <div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')" style="position: relative">
 180                                                 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 181                                                 <div class="oe_module_vignette">
 182                                                 <a type="edit">
 183                                                     <img t-att-src="kanban_image('res.partner', 'photo', record.id.value)" class="oe_avatar oe_kanban_avatar_toto"/>
 184                                                 </a>
 185                                                     <div class="oe_module_desc">
 186                                                         <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger oe_kanban_color_border">
 187                                                             <table class="oe_kanban_table">
 188                                                                 <tr>
 189                                                                     <td class="oe_kanban_title1" align="left" valign="middle">
 190                                                                         <h4><a type="edit"><field name="name"/></a></h4>
 191                                                                         <i><div t-if="record.function.raw_value">
 192                                                                             <field name="function"/><br/></div></i>
 193                                                                     </td>
 194                                                                     <td valign="top" align="right">
 195                                                                         <a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value" style="text-decoration: none;" >
 196                                                                             <img src="/web/static/src/img/icons/terp-mail-message-new.png" border="0" width="16" height="16"/>
 197                                                                         </a>
 198
 199                                                                     </td>
 200                                                                 </tr>
 201                                                             </table>
 202                                                         </div>
 203                                                     </div>
 204                                                 </div>
 205                                             </div>
 206                                         </t>
 207                                     </templates>
 208                                 </kanban>
 209                             </field>
 210                         </page>
 211                         <page string="Sales &amp; Purchases" attrs="{'invisible': [('customer', '=', False), ('supplier', '=', False)]}">
 212                             <group>
 213                                 <group>
 214                                     <field name="user_id" />
 215                                     <field name="company_id" groups="base.group_multi_company" widget="selection"/>
 216                                     <field name="ref"/>
 217                                     <field name="lang"/>
 218                                     <field name="date"/>
 219                                 </group>
 220                                 <group>
 221                                     <field name="customer"/>
 222                                     <field name="supplier"/>
 223                                     <field name="active"/>
 224                                 </group>
 225                             </group>
 226                         </page>
 227                         <page string="History" invisible="True"></page>
 228                         <page string="Internal Notes">
 229                             <field name="comment" placeholder="Internal notes about this customer..."/>
 230                         </page>
 231                     </notebook>
 232                 </sheet>
 233                 </form>
 234             </field>
 235         </record>
 236
 237        <record id="view_res_partner_filter" model="ir.ui.view">
 238             <field name="name">res.partner.select</field>
 239             <field name="model">res.partner</field>
 240             <field name="type">search</field>
 241             <field name="arch" type="xml">
 242                 <search string="Search Partner">
 243                    <group col='10' colspan='4'>
 244                         <field name="name"
 245                             filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"
 246                             string="Partner"/>
 247                         <separator orientation="vertical"/>
 248                         <filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
 249                         <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
 250                         <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
 251                         <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
 252                         <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
 253                         <separator orientation="vertical"/>
 254                         <field name="category_id"/>
 255                         <field name="user_id"/>
 256                         <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
 257                    </group>
 258                    <newline />
 259                    <group expand="0" string="Group By...">
 260                        <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by' : 'user_id'}" />
 261                        <filter string="Company" context="{'group_by': 'parent_id'}"/>
 262                    </group>
 263                </search>
 264             </field>
 265         </record>
 266
 267         <!-- Partner Kanban View -->
 268         <record model="ir.ui.view" id="res_partner_kanban_view">
 269             <field name="name">res.partner.kanban</field>
 270             <field name="model">res.partner</field>
 271             <field name="type">kanban</field>
 272             <field name="arch" type="xml">
 273                 <kanban>
 274                     <field name="color"/>
 275                     <field name="name"/>
 276                     <field name="title"/>
 277                     <field name="email"/>
 278                     <field name="parent_id"/>
 279                     <field name="is_company"/>
 280                     <field name="function"/>
 281                     <field name="phone"/>
 282                     <field name="street"/>
 283                     <field name="street2"/>
 284                     <field name="photo"/>
 285                     <field name="zip"/>
 286                     <field name="city"/>
 287                     <field name="country_id"/>
 288                     <field name="mobile"/>
 289                     <field name="state_id"/>
 290                     <field name="category_id"/>
 291                     <templates>
 292                         <t t-name="kanban-box">
 293                             <div class="oe_kanban_vignette">
 294                                 <a type="edit">
 295                                     <img t-att-src="kanban_image('res.partner', 'photo', record.id.value)" class="oe_kanban_image"/>
 296                                 </a>
 297                                 <div class="oe_kanban_details">
 298                                     <h4 class="oe_partner_heading"><a type="edit"><field name="name"/></a></h4>
 299                                     <div>
 300                                         <t t-foreach="record.category_id.raw_value" t-as="category">
 301                                             <span class="oe_kanban_partner_category oe_tag"
 302                                                 t-att-data-category_id="category"/>
 303                                         </t>
 304                                     </div>
 305                                     <div class="oe_kanban_partner_links"/>
 306                                     <ul>
 307                                         <li t-if="record.parent_id.raw_value and !record.function.raw_value"><field name="parent_id"/></li>
 308                                         <li t-if="!record.parent_id.raw_value and record.function.raw_value"><field name="function"/></li>
 309                                         <li t-if="record.parent_id.raw_value and record.function.raw_value"><field name="function"/> at <field name="parent_id"/></li>
 310                                         <li t-if="record.city.raw_value and !record.country.raw_value"><field name="city"/></li>
 311                                         <li t-if="!record.city.raw_value and record.country.raw_value"><field name="country"/></li>
 312                                         <li t-if="record.city.raw_value and record.country.raw_value"><field name="city"/>, <field name="country"/></li>
 313                                         <li t-if="record.mobile.raw_value"><field name="mobile"/></li>
 314                                         <li t-if="record.phone.raw_value">Tel: <field name="phone"/></li>
 315                                         <li t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></li>
 316                                         <li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
 317                                     </ul>
 318                                 </div>
 319                             </div>
 320
 321                         </t>
 322                     </templates>
 323                 </kanban>
 324             </field>
 325         </record>
 326
 327         <record id="action_partner_form" model="ir.actions.act_window">
 328             <field name="name">Customers</field>
 329             <field name="type">ir.actions.act_window</field>
 330             <field name="res_model">res.partner</field>
 331             <field name="view_type">form</field>
 332             <field name="view_mode">kanban,tree,form</field>
 333             <field name="context">{"search_default_customer":1}</field>
 334             <field name="search_view_id" ref="view_res_partner_filter"/>
 335             <field name="help">
 336                 Click on "Create" to add a new contact in your address book.
 337                 &lt;p&gt;
 338                 A contact is either a person or a company; a person can be linked to a company as a contact of that company.
 339                 &lt;p&gt;
 340                 You will be able to follow documents and history of your contacts (invoices, meetings, projects, etc.)
 341             </field>
 342         </record>
 343         <record id="action_partner_form_view1" model="ir.actions.act_window.view">
 344             <field eval="0" name="sequence"/>
 345             <field name="view_mode">kanban</field>
 346             <field name="view_id" ref="res_partner_kanban_view"/>
 347             <field name="act_window_id" ref="action_partner_form"/>
 348         </record>
 349         <record id="action_partner_form_view2" model="ir.actions.act_window.view">
 350             <field eval="2" name="sequence"/>
 351             <field name="view_mode">form</field>
 352             <field name="view_id" ref="view_partner_form"/>
 353             <field name="act_window_id" ref="action_partner_form"/>
 354         </record>
 355         <record id="action_partner_tree_view1" model="ir.actions.act_window.view">
 356             <field name="sequence" eval="1"/>
 357             <field name="view_mode">tree</field>
 358             <field name="view_id" ref="view_partner_tree"/>
 359             <field name="act_window_id" ref="action_partner_form"/>
 360         </record>
 361         <menuitem id="menu_partner_form" parent="base.menu_sales" action="action_partner_form" sequence="1"/>
 362
 363         <record id="action_partner_customer_form" model="ir.actions.act_window">
 364             <field name="name">Customers</field>
 365             <field name="type">ir.actions.act_window</field>
 366             <field name="res_model">res.partner</field>
 367             <field name="view_type">form</field>
 368             <field name="view_mode">kanban,tree,form</field>
 369             <field name="domain">[('customer','=',1)]</field>
 370             <field name="context">{'default_customer':1, 'search_default_customer':1}</field>
 371             <field name="filter" eval="True"/>
 372             <field name="help">
 373                 Click on "Create" to add a new customer in your address book.
 374                 &lt;p&gt;
 375                 A contact is either a person or a company; a person can be linked to a company as a contact of that company.
 376                 &lt;p&gt;
 377                 You will be able to follow documents and history of your contacts (invoices, meetings, projects, etc.)
 378             </field>
 379         </record>
 380
 381         <record id="action_partner_supplier_form" model="ir.actions.act_window">
 382             <field name="name">Suppliers</field>
 383             <field name="type">ir.actions.act_window</field>
 384             <field name="res_model">res.partner</field>
 385             <field name="view_type">form</field>
 386             <field name="domain">[]</field>
 387             <field name="view_mode">kanban,tree,form</field>
 388             <field name="context">{'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
 389             <field name="filter" eval="True"/>
 390             <field name="help">
 391                 Click on "Create" to add a new supplier in your address book.
 392                 &lt;p&gt;
 393                 A supplier is either a person or a company; a person can be linked to a company as a contact of that company.
 394                 &lt;p&gt;
 395                 You will be able to follow documents and history of your contacts (invoices, meetings, projects, etc.)
 396             </field>
 397         </record>
 398
 399         <record id="action_partner_employee_form" model="ir.actions.act_window">
 400             <field name="name">Employees</field>
 401             <field name="type">ir.actions.act_window</field>
 402             <field name="res_model">res.partner</field>
 403             <field name="view_type">form</field>
 404             <field name="domain">[('employee','=',1)]</field>
 405             <field name="context">{'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
 406             <field name="filter" eval="True"/>
 407         </record>
 408
 409         <record id="action_partner_other_form" model="ir.actions.act_window">
 410             <field name="name">Other Partners</field>
 411             <field name="type">ir.actions.act_window</field>
 412             <field name="res_model">res.partner</field>
 413             <field name="view_type">form</field>
 414             <field name="domain">[('supplier','&lt;&gt;',1),('customer','&lt;&gt;',1)]</field>
 415             <field name="filter" eval="True"/>
 416         </record>
 417
 418         <record id="view_payterm_form" model="ir.ui.view">
 419             <field name="name">res.payterm</field>
 420             <field name="model">res.payterm</field>
 421             <field name="type">form</field>
 422             <field name="arch" type="xml">
 423                 <form string="Payment Term" version="7.0">
 424                     <group>
 425                         <field name="name"/>
 426                     </group>
 427                 </form>
 428             </field>
 429         </record>
 430         <record id="action_payterm_form" model="ir.actions.act_window">
 431             <field name="name">Payment term</field>
 432             <field name="type">ir.actions.act_window</field>
 433             <field name="res_model">res.payterm</field>
 434             <field name="view_type">form</field>
 435             <field name="view_id" ref="view_payterm_form"/>
 436         </record>
 437         <!--
 438           ======================
 439           Categories
 440           ======================
 441         -->
 442         <record id="view_partner_category_form" model="ir.ui.view">
 443             <field name="name">Partner Categories</field>
 444             <field name="model">res.partner.category</field>
 445             <field name="type">form</field>
 446             <field name="arch" type="xml">
 447                 <form string="Partner Category" version="7.0">
 448                     <group col="4">
 449                         <field name="name"/>
 450                         <field name="active"/>
 451                         <field name="parent_id"/>
 452                     </group>
 453                 </form>
 454             </field>
 455         </record>
 456         <record id="view_partner_category_list" model="ir.ui.view">
 457             <field name="name">Partner Categories</field>
 458             <field name="model">res.partner.category</field>
 459             <field name="type">tree</field>
 460             <field eval="6" name="priority"/>
 461             <field name="arch" type="xml">
 462                 <tree string="Partner Categories">
 463                     <field name="complete_name"/>
 464                 </tree>
 465             </field>
 466         </record>
 467         <record id="view_partner_category_tree" model="ir.ui.view">
 468             <field name="name">res.partner.category.tree</field>
 469             <field name="model">res.partner.category</field>
 470             <field name="type">tree</field>
 471             <field name="field_parent">child_ids</field>
 472             <field name="arch" type="xml">
 473                 <tree toolbar="1" string="Partner Categories">
 474                     <field name="name"/>
 475                 </tree>
 476             </field>
 477         </record>
 478         <!--
 479         <record id="action_partner_category" model="ir.actions.act_window">
 480             <field name="name">Partners by Categories</field>
 481             <field name="type">ir.actions.act_window</field>
 482             <field name="res_model">res.partner.category</field>
 483             <field name="view_type">tree</field>
 484             <field name="view_id" ref="view_partner_category_tree"/>
 485             <field name="domain">[('parent_id','=',False)]</field>
 486         </record>
 487         <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"
 488             groups="base.group_no_one"/>
 489         -->
 490
 491         <record id="action_partner_by_category" model="ir.actions.act_window">
 492             <field name="name">Partner Categories</field>
 493             <field name="res_model">res.partner</field>
 494             <field name="view_type">form</field>
 495             <field name="view_mode">tree,form</field>
 496             <field name="domain">[('category_id','child_of', [active_id])]</field>
 497             <field name="context">{'category_id':active_id}</field>
 498             <field name="search_view_id" ref="view_res_partner_filter"/>
 499         </record>
 500
 501         <record id="ir_action_partner_by_category" model="ir.values">
 502             <field eval="'tree_but_open'" name="key2"/>
 503             <field eval="'res.partner.category'" name="model"/>
 504             <field name="name">Open partners</field>
 505             <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
 506         </record>
 507
 508         <record id="action_partner_category_form" model="ir.actions.act_window">
 509             <field name="name">Partner Categories</field>
 510             <field name="type">ir.actions.act_window</field>
 511             <field name="res_model">res.partner.category</field>
 512             <field name="view_type">form</field>
 513             <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>
 514         </record>
 515
 516         <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"/>
 517
 518     </data>
 519 </openerp>
 520