1 <?xml version="1.0" encoding="utf-8"?>
8 groups="base.group_sale_salesman"
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"/>
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">
22 <field name="shortcut"/>
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">
33 <field name="shortcut"/>
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>
46 <menuitem action="action_partner_title" id="menu_partner_title" parent="base.menu_base_config"/>
49 <record id="action_partner_title_partner" model="ir.actions.act_window">
50 <field name="name">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>
59 <menuitem action="action_partner_title_partner" id="menu_partner_title_partner" parent="menu_config_address_book" sequence="2" groups="base.group_no_one"/>
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>
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"/>
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">
81 <field name="function" invisible="1"/>
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 <field name="parent_id" invisible="1"/>
93 <record id="view_partner_simple_form" model="ir.ui.view">
94 <field name="name">res.partner.simplified.form</field>
95 <field name="model">res.partner</field>
96 <field name="arch" type="xml">
97 <form string="Contact" version="7.0">
98 <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
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?"/>)
105 <field name="name" default_focus="1" placeholder="Name" />
107 <field name="parent_id"
108 placeholder="Company"
109 domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
110 attrs="{'invisible': [('is_company','=', True)]}"/>
112 <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
113 <field name="function" placeholder="e.g. Sales Director"/>
114 <field name="email" required="context.get('force_email', False)"/>
115 <field name="phone"/>
116 <field name="mobile"/>
123 <record id="view_partner_form" model="ir.ui.view">
124 <field name="name">res.partner.form</field>
125 <field name="model">res.partner</field>
126 <field eval="1" name="priority"/>
127 <field name="arch" type="xml">
128 <form string="Partners" version="7.0">
130 <field name="image" widget='image' class="oe_left oe_avatar" options='{"preview_image": "image_medium", "size": [90, 90]}'/>
131 <div class="oe_title">
132 <div class="oe_edit_only">
133 <label for="name"/> (
134 <field name="is_company" on_change="onchange_type(is_company)" class="oe_inline"/> <label for="is_company" string="Is a Company?"/>)
137 <field name="name" default_focus="1" placeholder="Name" />
139 <field name="parent_id"
140 placeholder="Company"
141 domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
142 attrs="{'invisible': [('is_company','=', True)]}"
143 on_change="onchange_address(use_parent_address, parent_id)"/>
144 <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
146 <div class="oe_right oe_button_box" name="buttons"> </div>
150 <label for="type" attrs="{'invisible': [('parent_id','=', False)]}"/>
151 <div attrs="{'invisible': [('parent_id','=', False)]}" name="div_type">
152 <field class="oe_inline"
154 <label for="use_parent_address" class="oe_edit_only"/>
155 <field name="use_parent_address" class="oe_edit_only oe_inline"
156 on_change="onchange_address(use_parent_address, parent_id)"/>
159 <label for="street" string="Address"/>
161 <field name="street" placeholder="Street..."/>
162 <field name="street2"/>
163 <div class="address_format">
164 <field name="city" placeholder="City" style="width: 40%%"/>
165 <field name="state_id" class="oe_no_button" placeholder="State" style="width: 37%%" options='{"no_open": True}' on_change="onchange_state(state_id)"/>
166 <field name="zip" placeholder="ZIP" style="width: 20%%"/>
168 <field name="country_id" placeholder="Country" class="oe_no_button" options='{"no_open": True}'/>
170 <field name="website" widget="url" placeholder="e.g. www.openerp.com"/>
173 <field name="function" placeholder="e.g. Sales Director"
174 attrs="{'invisible': [('is_company','=', True)]}"/>
175 <field name="phone" placeholder="e.g. +32.81.81.37.00"/>
176 <field name="mobile"/>
178 <field name="email" widget="email"/>
179 <field name="title" domain="[('domain', '=', 'contact')]"
180 options='{"no_open": True}' attrs="{'invisible': [('is_company','=', True)]}" />
184 <notebook colspan="4">
185 <page string="Contacts" attrs="{'invisible': [('is_company','=',False)]}">
186 <field name="child_ids" context="{'default_parent_id': active_id}" mode="kanban">
188 <field name="color"/>
190 <field name="title"/>
191 <field name="email"/>
192 <field name="parent_id"/>
193 <field name="is_company"/>
194 <field name="function"/>
195 <field name="phone"/>
196 <field name="street"/>
197 <field name="street2"/>
200 <field name="country_id"/>
201 <field name="mobile"/>
203 <field name="state_id"/>
204 <field name="has_image"/>
206 <t t-name="kanban-box">
207 <t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
208 <div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')" style="position: relative">
209 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
210 <div class="oe_module_vignette">
212 <t t-if="record.has_image.raw_value === true">
213 <img t-att-src="kanban_image('res.partner', 'image', record.id.value, {'preview_image': 'image_small'})" class="oe_avatar oe_kanban_avatar_smallbox"/>
215 <t t-if="record.image and record.image.raw_value !== false">
216 <img t-att-src="'data:image/png;base64,'+record.image.raw_value" class="oe_avatar oe_kanban_avatar_smallbox"/>
218 <t t-if="record.has_image.raw_value === false and (!record.image or record.image.raw_value === false)">
219 <t t-if="record.is_company.raw_value === true">
220 <img t-att-src='_s + "/base/static/src/img/company_image.png"' class="oe_kanban_image oe_kanban_avatar_smallbox"/>
222 <t t-if="record.is_company.raw_value === false">
223 <img t-att-src='_s + "/base/static/src/img/avatar.png"' class="oe_kanban_image oe_kanban_avatar_smallbox"/>
227 <div class="oe_module_desc">
228 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_color_border">
229 <table class="oe_kanban_table">
231 <td class="oe_kanban_title1" align="left" valign="middle">
232 <h4><a type="open"><field name="name"/></a></h4>
233 <i><div t-if="record.function.raw_value">
234 <field name="function"/></div></i>
235 <div><a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value">
236 <field name="email"/>
238 <div t-if="record.phone.raw_value">Phone: <field name="phone"/></div>
239 <div t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></div>
240 <div t-if="record.fax.raw_value">Fax: <field name="fax"/></div>
251 <form string="Contact" version="7.0">
252 <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
253 <div class="oe_title">
256 <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
257 <field name="function" placeholder="e.g. Sales Director"/>
258 <field name="email"/>
259 <field name="phone"/>
260 <field name="mobile"/>
266 <page string="Internal Notes">
267 <field name="comment" placeholder="Put an internal note..."/>
269 <page string="Sales & Purchases">
272 <field name="user_id"/>
273 <field name="company_id" groups="base.group_multi_company" widget="selection"/>
276 <field name="customer"/>
277 <field name="supplier"/>
285 <field name="active"/>
289 <!-- The History page becomes visible as soon as there is something to display inside -->
290 <page string="History" name="page_history" invisible="True">
298 <record id="view_res_partner_filter" model="ir.ui.view">
299 <field name="name">res.partner.select</field>
300 <field name="model">res.partner</field>
301 <field name="arch" type="xml">
302 <search string="Search Partner">
304 filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"/>
305 <filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
307 <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
308 <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
310 <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
312 <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
313 <field name="category_id" string="Tag" filter_domain="[('category_id','ilike', self)]"/>
314 <field name="user_id"/>
315 <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
316 <group expand="0" string="Group By...">
317 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by' : 'user_id'}" />
318 <filter string="Company" context="{'group_by': 'parent_id'}"/>
324 <!-- Partner Kanban View -->
325 <record model="ir.ui.view" id="res_partner_kanban_view">
326 <field name="name">res.partner.kanban</field>
327 <field name="model">res.partner</field>
328 <field name="arch" type="xml">
330 <field name="color"/>
332 <field name="title"/>
333 <field name="email"/>
334 <field name="parent_id"/>
335 <field name="is_company"/>
336 <field name="function"/>
337 <field name="phone"/>
338 <field name="street"/>
339 <field name="street2"/>
342 <field name="country_id"/>
343 <field name="mobile"/>
344 <field name="state_id"/>
345 <field name="category_id"/>
346 <field name="has_image"/>
348 <t t-name="kanban-box">
349 <div class="oe_kanban_vignette oe_semantic_html_override">
351 <t t-if="record.has_image.raw_value === true">
352 <img t-att-src="kanban_image('res.partner', 'image_small', record.id.value)" class="oe_kanban_image"/>
354 <t t-if="record.has_image.raw_value === false">
355 <t t-if="record.is_company.raw_value === true">
356 <img t-att-src='_s + "/base/static/src/img/company_image.png"' class="oe_kanban_image"/>
358 <t t-if="record.is_company.raw_value === false">
359 <img t-att-src='_s + "/base/static/src/img/avatar.png"' class="oe_kanban_image"/>
363 <div class="oe_kanban_details">
364 <h4 class="oe_partner_heading"><a type="open"><field name="name"/></a></h4>
365 <div class="oe_kanban_partner_categories"/>
366 <div class="oe_kanban_partner_links"/>
368 <li t-if="record.parent_id.raw_value and !record.function.raw_value"><field name="parent_id"/></li>
369 <li t-if="!record.parent_id.raw_value and record.function.raw_value"><field name="function"/></li>
370 <li t-if="record.parent_id.raw_value and record.function.raw_value"><field name="function"/> at <field name="parent_id"/></li>
371 <li t-if="record.city.raw_value and !record.country.raw_value"><field name="city"/></li>
372 <li t-if="!record.city.raw_value and record.country.raw_value"><field name="country"/></li>
373 <li t-if="record.city.raw_value and record.country.raw_value"><field name="city"/>, <field name="country"/></li>
374 <li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
385 <record id="action_partner_form" model="ir.actions.act_window">
386 <field name="name">Customers</field>
387 <field name="type">ir.actions.act_window</field>
388 <field name="res_model">res.partner</field>
389 <field name="view_type">form</field>
390 <field name="view_mode">kanban,tree,form</field>
391 <field name="context">{"search_default_customer":1}</field>
392 <field name="search_view_id" ref="view_res_partner_filter"/>
393 <field name="help" type="html">
394 <p class="oe_view_nocontent_create">
395 Click to add a contact in your address book.
397 OpenERP helps you easily track all activities related to
398 a customer; discussions, history of business opportunities,
403 <record id="action_partner_form_view1" model="ir.actions.act_window.view">
404 <field eval="0" name="sequence"/>
405 <field name="view_mode">kanban</field>
406 <field name="view_id" ref="res_partner_kanban_view"/>
407 <field name="act_window_id" ref="action_partner_form"/>
409 <record id="action_partner_form_view2" model="ir.actions.act_window.view">
410 <field eval="2" name="sequence"/>
411 <field name="view_mode">form</field>
412 <field name="view_id" ref="view_partner_form"/>
413 <field name="act_window_id" ref="action_partner_form"/>
415 <record id="action_partner_tree_view1" model="ir.actions.act_window.view">
416 <field name="sequence" eval="1"/>
417 <field name="view_mode">tree</field>
418 <field name="view_id" ref="view_partner_tree"/>
419 <field name="act_window_id" ref="action_partner_form"/>
421 <menuitem id="menu_partner_form" parent="base.menu_sales" action="action_partner_form" sequence="1"/>
423 <record id="action_partner_customer_form" model="ir.actions.act_window">
424 <field name="name">Customers</field>
425 <field name="type">ir.actions.act_window</field>
426 <field name="res_model">res.partner</field>
427 <field name="view_type">form</field>
428 <field name="view_mode">kanban,tree,form</field>
429 <field name="domain">[('customer','=',1)]</field>
430 <field name="context">{'default_customer':1, 'search_default_customer':1}</field>
431 <field name="filter" eval="True"/>
432 <field name="help" type="html">
433 <p class="oe_view_nocontent_create">
434 Click to add a contact in your address book.
436 OpenERP helps you easily track all activities related to
437 a customer: discussions, history of business opportunities,
443 <record id="action_partner_supplier_form" model="ir.actions.act_window">
444 <field name="name">Suppliers</field>
445 <field name="type">ir.actions.act_window</field>
446 <field name="res_model">res.partner</field>
447 <field name="view_type">form</field>
448 <field name="domain">[]</field>
449 <field name="view_mode">kanban,tree,form</field>
450 <field name="context">{'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
451 <field name="filter" eval="True"/>
452 <field name="help" type="html">
453 <p class="oe_view_nocontent_create">
454 Click to add a contact in your address book.
456 OpenERP helps you easily track all activities related to
457 a supplier: discussions, history of purchases,
463 <record id="action_partner_employee_form" model="ir.actions.act_window">
464 <field name="name">Employees</field>
465 <field name="type">ir.actions.act_window</field>
466 <field name="res_model">res.partner</field>
467 <field name="view_type">form</field>
468 <field name="domain">[('employee','=',1)]</field>
469 <field name="context">{'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
470 <field name="filter" eval="True"/>
473 <record id="action_partner_other_form" model="ir.actions.act_window">
474 <field name="name">Other Partners</field>
475 <field name="type">ir.actions.act_window</field>
476 <field name="res_model">res.partner</field>
477 <field name="view_type">form</field>
478 <field name="domain">[('supplier','<>',1),('customer','<>',1)]</field>
479 <field name="filter" eval="True"/>
483 <record id="view_partner_category_form" model="ir.ui.view">
484 <field name="name">Partner Categories</field>
485 <field name="model">res.partner.category</field>
486 <field name="arch" type="xml">
487 <form string="Partner Category" version="7.0">
490 <field name="active"/>
491 <field name="parent_id"/>
496 <record id="view_partner_category_list" model="ir.ui.view">
497 <field name="name">Partner Categories</field>
498 <field name="model">res.partner.category</field>
499 <field eval="6" name="priority"/>
500 <field name="arch" type="xml">
501 <tree string="Partner Categories">
502 <field name="complete_name"/>
506 <record id="view_partner_category_tree" model="ir.ui.view">
507 <field name="name">res.partner.category.tree</field>
508 <field name="model">res.partner.category</field>
509 <field name="field_parent">child_ids</field>
510 <field name="arch" type="xml">
511 <tree toolbar="1" string="Partner Categories">
517 <record id="action_partner_category" model="ir.actions.act_window">
518 <field name="name">Partners by Categories</field>
519 <field name="type">ir.actions.act_window</field>
520 <field name="res_model">res.partner.category</field>
521 <field name="view_type">tree</field>
522 <field name="view_id" ref="view_partner_category_tree"/>
523 <field name="domain">[('parent_id','=',False)]</field>
525 <menuitem action="action_partner_category" id="menu_partner_category_main" parent="base.menu_address_book" sequence="1"
526 groups="base.group_no_one"/>
529 <record id="action_partner_by_category" model="ir.actions.act_window">
530 <field name="name">Partner Categories</field>
531 <field name="res_model">res.partner</field>
532 <field name="view_type">form</field>
533 <field name="view_mode">tree,form</field>
534 <field name="domain">[('category_id','child_of', [active_id])]</field>
535 <field name="context">{'category_id':active_id}</field>
536 <field name="search_view_id" ref="view_res_partner_filter"/>
539 <record id="ir_action_partner_by_category" model="ir.values">
540 <field eval="'tree_but_open'" name="key2"/>
541 <field eval="'res.partner.category'" name="model"/>
542 <field name="name">Open partners</field>
543 <field eval="'ir.actions.act_window,%d'%action_partner_by_category" name="value"/>
546 <record id="action_partner_category_form" model="ir.actions.act_window">
547 <field name="name">Partner Categories</field>
548 <field name="type">ir.actions.act_window</field>
549 <field name="res_model">res.partner.category</field>
550 <field name="view_type">form</field>
551 <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>
554 <menuitem action="action_partner_category_form" id="menu_partner_category_form" name="Partner Tags" sequence="4" parent="menu_config_address_book" groups="base.group_no_one"/>