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 oe_avatar" 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: 37%%" options='{"no_open": true}'/>
 134                                     <field name="zip" placeholder="ZIP" style="width: 20%%"/>
 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="open">
 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="open"><field name="name"/></a></h4>
 188                                                                         <i><div t-if="record.function.raw_value">
 189                                                                             <field name="function"/></div></i>
 190                                                                         <div><a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value">
 191                                                                             <field name="email"/>
 192                                                                         </a></div>
 193                                                                     </td>
 194                                                                 </tr>
 195                                                             </table>
 196                                                         </div>
 197                                                     </div>
 198                                                 </div>
 199                                             </div>
 200                                         </t>
 201                                     </templates>
 202                                 </kanban>
 203                                 <form string="Contact" version="7.0">
 204                                     <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
 205                                     <div class="oe_title">
 206                                         <group>
 207                                             <field name="name"/>
 208                                             <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
 209                                             <field name="function" placeholder="e.g. Sales Director"/>
 210                                             <field name="email"/>
 211                                             <field name="phone"/>
 212                                             <field name="mobile"/>
 213                                         </group>
 214                                     </div>
 215                                 </form>
 216                             </field>
 217                         </page>
 218                         <page string="Internal Notes">
 219                             <field name="comment" placeholder="Internal notes about this customer..."/>
 220                         </page>
 221                         <page string="Sales &amp; Purchases" attrs="{'invisible': [('customer', '=', False), ('supplier', '=', False)]}">
 222                             <group>
 223                                 <group>
 224                                     <field name="user_id"/>
 225                                     <field name="company_id" groups="base.group_multi_company" widget="selection"/>
 226                                 </group>
 227                                 <group>
 228                                     <field name="customer"/>
 229                                     <field name="supplier" invisible="not context.get('default_supplier')"/>
 230                                 </group>
 231                                 <group>
 232                                     <field name="ref"/>
 233                                     <field name="lang"/>
 234                                     <field name="date"/>
 235                                 </group>
 236                                 <group>
 237                                     <field name="active"/>
 238                                 </group>
 239                             </group>
 240                         </page>
 241                         <!-- The History page becomes visible as soon as there is something to display inside -->
 242                         <page string="History" name="page_history" invisible="True">
 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="arch" type="xml">
 254                 <search string="Search Partner">
 255                    <field name="name"
 256                        filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"
 257                        string="Partner"/>
 258                    <filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
 259                    <separator/>
 260                    <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
 261                    <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
 262                    <separator/>
 263                    <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
 264                    <separator/>
 265                    <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
 266                    <field name="category_id" string="Category" filter_domain="[('category_id','ilike', self)]"/>
 267                    <field name="user_id"/>
 268                    <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
 269                    <group expand="0" string="Group By...">
 270                        <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by' : 'user_id'}" />
 271                        <filter string="Company" context="{'group_by': 'parent_id'}"/>
 272                    </group>
 273                </search>
 274             </field>
 275         </record>
 276
 277         <!-- Partner Kanban View -->
 278         <record model="ir.ui.view" id="res_partner_kanban_view">
 279             <field name="name">res.partner.kanban</field>
 280             <field name="model">res.partner</field>
 281             <field name="arch" type="xml">
 282                 <kanban>
 283                     <field name="color"/>
 284                     <field name="name"/>
 285                     <field name="title"/>
 286                     <field name="email"/>
 287                     <field name="parent_id"/>
 288                     <field name="is_company"/>
 289                     <field name="function"/>
 290                     <field name="phone"/>
 291                     <field name="street"/>
 292                     <field name="street2"/>
 293                     <field name="zip"/>
 294                     <field name="city"/>
 295                     <field name="country_id"/>
 296                     <field name="mobile"/>
 297                     <field name="state_id"/>
 298                     <field name="category_id"/>
 299                     <templates>
 300                         <t t-name="kanban-box">
 301                             <div class="oe_kanban_vignette oe_semantic_html_override">
 302                                 <a type="open">
 303                                     <img t-att-src="kanban_image('res.partner', 'image_small', record.id.value)" class="oe_kanban_image"/>
 304                                 </a>
 305                                 <div class="oe_kanban_details">
 306                                     <h4 class="oe_partner_heading"><a type="open"><field name="name"/></a></h4>
 307                                     <div class="oe_kanban_partner_categories"/>
 308                                     <div class="oe_kanban_partner_links"/>
 309                                     <ul>
 310                                         <li t-if="record.parent_id.raw_value and !record.function.raw_value"><field name="parent_id"/></li>
 311                                         <li t-if="!record.parent_id.raw_value and record.function.raw_value"><field name="function"/></li>
 312                                         <li t-if="record.parent_id.raw_value and record.function.raw_value"><field name="function"/> at <field name="parent_id"/></li>
 313                                         <li t-if="record.city.raw_value and !record.country.raw_value"><field name="city"/></li>
 314                                         <li t-if="!record.city.raw_value and record.country.raw_value"><field name="country"/></li>
 315                                         <li t-if="record.city.raw_value and record.country.raw_value"><field name="city"/>, <field name="country"/></li>
 316                                         <li t-if="record.phone.raw_value">Tel: <field name="phone"/></li>
 317                                         <li t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></li>
 318                                         <li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
 319                                     </ul>
 320                                 </div>
 321                             </div>
 322
 323                         </t>
 324                     </templates>
 325                 </kanban>
 326             </field>
 327         </record>
 328
 329         <record id="action_partner_form" model="ir.actions.act_window">
 330             <field name="name">Customers</field>
 331             <field name="type">ir.actions.act_window</field>
 332             <field name="res_model">res.partner</field>
 333             <field name="view_type">form</field>
 334             <field name="view_mode">kanban,tree,form</field>
 335             <field name="context">{"search_default_customer":1}</field>
 336             <field name="search_view_id" ref="view_res_partner_filter"/>
 337             <field name="help" type="html">
 338               <p class="oe_view_nocontent_create">
 339                 Click to add a contact in your address book.
 340               </p><p>
 341                 OpenERP helps you easily track all activities related to
 342                 a customer; discussions, history of business opportunities,
 343                 documents, etc.
 344               </p>
 345             </field>
 346         </record>
 347         <record id="action_partner_form_view1" model="ir.actions.act_window.view">
 348             <field eval="0" name="sequence"/>
 349             <field name="view_mode">kanban</field>
 350             <field name="view_id" ref="res_partner_kanban_view"/>
 351             <field name="act_window_id" ref="action_partner_form"/>
 352         </record>
 353         <record id="action_partner_form_view2" model="ir.actions.act_window.view">
 354             <field eval="2" name="sequence"/>
 355             <field name="view_mode">form</field>
 356             <field name="view_id" ref="view_partner_form"/>
 357             <field name="act_window_id" ref="action_partner_form"/>
 358         </record>
 359         <record id="action_partner_tree_view1" model="ir.actions.act_window.view">
 360             <field name="sequence" eval="1"/>
 361             <field name="view_mode">tree</field>
 362             <field name="view_id" ref="view_partner_tree"/>
 363             <field name="act_window_id" ref="action_partner_form"/>
 364         </record>
 365         <menuitem id="menu_partner_form" parent="base.menu_sales" action="action_partner_form" sequence="1"/>
 366
 367         <record id="action_partner_customer_form" model="ir.actions.act_window">
 368             <field name="name">Customers</field>
 369             <field name="type">ir.actions.act_window</field>
 370             <field name="res_model">res.partner</field>
 371             <field name="view_type">form</field>
 372             <field name="view_mode">kanban,tree,form</field>
 373             <field name="domain">[('customer','=',1)]</field>
 374             <field name="context">{'default_customer':1, 'search_default_customer':1}</field>
 375             <field name="filter" eval="True"/>
 376             <field name="help" type="html">
 377               <p class="oe_view_nocontent_create">
 378                 Click to add a contact in your address book.
 379               </p><p>
 380                 OpenERP helps you easily track all activities related to
 381                 a customer: discussions, history of business opportunities,
 382                 documents, etc.
 383               </p>
 384             </field>
 385         </record>
 386
 387         <record id="action_partner_supplier_form" model="ir.actions.act_window">
 388             <field name="name">Suppliers</field>
 389             <field name="type">ir.actions.act_window</field>
 390             <field name="res_model">res.partner</field>
 391             <field name="view_type">form</field>
 392             <field name="domain">[]</field>
 393             <field name="view_mode">kanban,tree,form</field>
 394             <field name="context">{'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
 395             <field name="filter" eval="True"/>
 396             <field name="help" type="html">
 397               <p class="oe_view_nocontent_create">
 398                 Click to add a contact in your address book.
 399               </p><p>
 400                 OpenERP helps you easily track all activities related to
 401                 a supplier: discussions, history of purchases,
 402                 documents, etc.
 403               </p>
 404             </field>
 405         </record>
 406
 407         <record id="action_partner_employee_form" model="ir.actions.act_window">
 408             <field name="name">Employees</field>
 409             <field name="type">ir.actions.act_window</field>
 410             <field name="res_model">res.partner</field>
 411             <field name="view_type">form</field>
 412             <field name="domain">[('employee','=',1)]</field>
 413             <field name="context">{'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
 414             <field name="filter" eval="True"/>
 415         </record>
 416
 417         <record id="action_partner_other_form" model="ir.actions.act_window">
 418             <field name="name">Other Partners</field>
 419             <field name="type">ir.actions.act_window</field>
 420             <field name="res_model">res.partner</field>
 421             <field name="view_type">form</field>
 422             <field name="domain">[('supplier','&lt;&gt;',1),('customer','&lt;&gt;',1)]</field>
 423             <field name="filter" eval="True"/>
 424         </record>
 425
 426         <record id="view_payterm_form" model="ir.ui.view">
 427             <field name="name">res.payterm</field>
 428             <field name="model">res.payterm</field>
 429             <field name="arch" type="xml">
 430                 <form string="Payment Term" version="7.0">
 431                     <group>
 432                         <field name="name"/>
 433                     </group>
 434                 </form>
 435             </field>
 436         </record>
 437         <record id="action_payterm_form" model="ir.actions.act_window">
 438             <field name="name">Payment term</field>
 439             <field name="type">ir.actions.act_window</field>
 440             <field name="res_model">res.payterm</field>
 441             <field name="view_type">form</field>
 442             <field name="view_id" ref="view_payterm_form"/>
 443         </record>
 444
 445         <!-- Categories -->
 446         <record id="view_partner_category_form" model="ir.ui.view">
 447             <field name="name">Partner Categories</field>
 448             <field name="model">res.partner.category</field>
 449             <field name="arch" type="xml">
 450                 <form string="Partner Category" version="7.0">
 451                     <group col="4">
 452                         <field name="name"/>
 453                         <field name="active"/>
 454                         <field name="parent_id"/>
 455                     </group>
 456                 </form>
 457             </field>
 458         </record>
 459         <record id="view_partner_category_list" model="ir.ui.view">
 460             <field name="name">Partner Categories</field>
 461             <field name="model">res.partner.category</field>
 462             <field eval="6" name="priority"/>
 463             <field name="arch" type="xml">
 464                 <tree string="Partner Categories">
 465                     <field name="complete_name"/>
 466                 </tree>
 467             </field>
 468         </record>
 469         <record id="view_partner_category_tree" model="ir.ui.view">
 470             <field name="name">res.partner.category.tree</field>
 471             <field name="model">res.partner.category</field>
 472             <field name="field_parent">child_ids</field>
 473             <field name="arch" type="xml">
 474                 <tree toolbar="1" string="Partner Categories">
 475                     <field name="name"/>
 476                 </tree>
 477             </field>
 478         </record>
 479         <!--
 480         <record id="action_partner_category" model="ir.actions.act_window">
 481             <field name="name">Partners by Categories</field>
 482             <field name="type">ir.actions.act_window</field>
 483             <field name="res_model">res.partner.category</field>
 484             <field name="view_type">tree</field>
 485             <field name="view_id" ref="view_partner_category_tree"/>
 486             <field name="domain">[('parent_id','=',False)]</field>
 487         </record>
 488         <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"
 489             groups="base.group_no_one"/>
 490         -->
 491
 492         <record id="action_partner_by_category" model="ir.actions.act_window">
 493             <field name="name">Partner Categories</field>
 494             <field name="res_model">res.partner</field>
 495             <field name="view_type">form</field>
 496             <field name="view_mode">tree,form</field>
 497             <field name="domain">[('category_id','child_of', [active_id])]</field>
 498             <field name="context">{'category_id':active_id}</field>
 499             <field name="search_view_id" ref="view_res_partner_filter"/>
 500         </record>
 501
 502         <record id="ir_action_partner_by_category" model="ir.values">
 503             <field eval="'tree_but_open'" name="key2"/>
 504             <field eval="'res.partner.category'" name="model"/>
 505             <field name="name">Open partners</field>
 506             <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
 507         </record>
 508
 509         <record id="action_partner_category_form" model="ir.actions.act_window">
 510             <field name="name">Partner Categories</field>
 511             <field name="type">ir.actions.act_window</field>
 512             <field name="res_model">res.partner.category</field>
 513             <field name="view_type">form</field>
 514             <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>
 515         </record>
 516
 517         <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"/>
 518
 519     </data>
 520 </openerp>