<menuitem id="base.menu_sales" parent="base.menu_base_partner" name="Sales" sequence="1" />
<menuitem id="menu_base_config" parent="menu_base_partner" name="Configuration" sequence="30" groups="group_system"/>
- <menuitem id="menu_config_address_book" parent="menu_base_config" name="Address Book" sequence="40" groups="group_system"/>
+ <menuitem id="menu_config_address_book" parent="menu_base_config" name="Contacts" sequence="4" groups="group_system"/>
<!-- Partner Titles -->
<record id="view_partner_title_tree" model="ir.ui.view">
<field name="name">res.partner.title.form</field>
<field name="model">res.partner.title</field>
<field name="arch" type="xml">
- <form string="Partner Titles" version="7.0">
+ <form string="Partner Titles">
<group col="4">
<field name="name"/>
<field name="shortcut"/>
-->
<record id="action_partner_title_partner" model="ir.actions.act_window">
- <field name="name">Titles</field>
+ <field name="name">Company Titles</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.partner.title</field>
<field name="view_type">form</field>
<field eval="8" name="priority"/>
<field name="arch" type="xml">
<tree string="Contacts">
- <field name="name"/>
+ <field name="display_name"/>
<field name="function" invisible="1"/>
<field name="phone"/>
<field name="email"/>
<field name="user_id" invisible="1"/>
<field name="is_company" invisible="1"/>
- <field name="country" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="parent_id" invisible="1"/>
</tree>
<field name="name">res.partner.simplified.form</field>
<field name="model">res.partner</field>
<field name="arch" type="xml">
- <form string="Contact" version="7.0">
+ <form string="Contact">
<field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
<div class="oe_title">
<div class="oe_edit_only">
placeholder="Company"
domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
attrs="{'invisible': [('is_company','=', True)]}"/>
- <group>
- <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
- <field name="function" placeholder="e.g. Sales Director"/>
- <field name="email" required="context.get('force_email', False)"/>
- <field name="phone"/>
- <field name="mobile"/>
- </group>
</div>
+ <group>
+ <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
+ <field name="function" placeholder="e.g. Sales Director"/>
+ <field name="user_ids" invisible="1"/>
+ <field name="email" widget="email" required="context.get('force_email', False)" attrs="{'required': [('user_ids','!=', [])]}"/>
+ <field name="phone"/>
+ <field name="mobile"/>
+ </group>
</form>
</field>
</record>
<field name="model">res.partner</field>
<field eval="1" name="priority"/>
<field name="arch" type="xml">
- <form string="Partners" version="7.0">
+ <form string="Partners">
<sheet>
<field name="image" widget='image' class="oe_left oe_avatar" options='{"preview_image": "image_medium", "size": [90, 90]}'/>
- <div class="oe_title">
+ <div class="oe_title oe_left">
<div class="oe_edit_only">
<label for="name"/> (
<field name="is_company" on_change="onchange_type(is_company)" class="oe_inline"/> <label for="is_company" string="Is a Company?"/>)
</h1>
<field name="parent_id"
placeholder="Company"
- domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
- attrs="{'invisible': [('is_company','=', True)]}"
+ domain="[('is_company', '=', True)]" context="{'default_is_company': True, 'default_supplier': supplier, 'default_customer': customer}"
+ attrs="{'invisible': [('is_company','=', True),('parent_id', '=', False)]}"
on_change="onchange_address(use_parent_address, parent_id)"/>
<field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
</div>
<group>
<group>
- <label for="type" attrs="{'invisible': [('parent_id','=', False)]}"/>
- <div attrs="{'invisible': [('parent_id','=', False)]}" name="div_type">
+ <label for="type" attrs="{'invisible': [('parent_id','=', False)]}" groups="base.group_no_one"/>
+ <div attrs="{'invisible': [('parent_id','=', False)]}" name="div_type" groups="base.group_no_one">
<field class="oe_inline"
name="type"/>
- <label for="use_parent_address" class="oe_edit_only"/>
- <field name="use_parent_address" class="oe_edit_only oe_inline"
- on_change="onchange_address(use_parent_address, parent_id)"/>
</div>
<label for="street" string="Address"/>
<div>
- <field name="street" placeholder="Street..."/>
- <field name="street2"/>
+ <div class="oe_edit_only">
+ <field name="use_parent_address" class="oe_inline"
+ on_change="onchange_address(use_parent_address, parent_id)"
+ attrs="{'invisible': ['|', ('is_company', '=', True),('parent_id', '=', False)]}"/>
+ <label for="use_parent_address" attrs="{'invisible': ['|', ('is_company', '=', True), ('parent_id', '=', False)]}"/>
+ </div>
+ <button name="open_parent" type="object" string="(edit company address)" class="oe_link oe_edit_only"
+ attrs="{'invisible': ['|',('parent_id','=', False),('use_parent_address','=',False)]}"/>
+ <field name="street" placeholder="Street..." attrs="{'readonly': [('use_parent_address','=',True)]}"/>
+ <field name="street2" attrs="{'readonly': [('use_parent_address','=',True)]}"/>
<div class="address_format">
- <field name="city" placeholder="City" style="width: 40%%"/>
- <field name="state_id" class="oe_no_button" placeholder="State" style="width: 37%%" options='{"no_open": True}' on_change="onchange_state(state_id)"/>
- <field name="zip" placeholder="ZIP" style="width: 20%%"/>
+ <field name="city" placeholder="City" style="width: 40%%" attrs="{'readonly': [('use_parent_address','=',True)]}"/>
+ <field name="state_id" class="oe_no_button" placeholder="State" style="width: 37%%" options='{"no_open": True}' on_change="onchange_state(state_id)" attrs="{'readonly': [('use_parent_address','=',True)]}"/>
+ <field name="zip" placeholder="ZIP" style="width: 20%%" attrs="{'readonly': [('use_parent_address','=',True)]}"/>
</div>
- <field name="country_id" placeholder="Country" class="oe_no_button" options='{"no_open": True}'/>
+ <field name="country_id" placeholder="Country" class="oe_no_button" options='{"no_open": True}' attrs="{'readonly': [('use_parent_address','=',True)]}"/>
</div>
- <field name="website" widget="url" placeholder="e.g. www.openerp.com"/>
+ <field name="website" widget="url" placeholder="e.g. www.odoo.com"/>
</group>
<group>
<field name="function" placeholder="e.g. Sales Director"
<field name="phone" placeholder="e.g. +32.81.81.37.00"/>
<field name="mobile"/>
<field name="fax"/>
- <field name="email" widget="email"/>
- <field name="title" domain="[('domain', '=', 'contact')]"
- options='{"no_open": True}' attrs="{'invisible': [('is_company','=', True)]}" />
+ <field name="user_ids" invisible="1"/>
+ <field name="email" widget="email" attrs="{'required': [('user_ids','!=', [])]}"/>
+ <field name="title" options='{"no_open": True}'/>
</group>
</group>
<notebook colspan="4">
- <page string="Contacts" attrs="{'invisible': [('is_company','=',False)]}">
- <field name="child_ids" context="{'default_parent_id': active_id}" mode="kanban">
+ <page string="Contacts" attrs="{'invisible': [('is_company','=',False), ('child_ids', '=', [])]}" autofocus="autofocus">
+ <field name="child_ids" mode="kanban" context="{'default_parent_id': active_id, 'default_street': street, 'default_street2': street2, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_supplier': supplier, 'default_customer': customer, 'default_use_parent_address': True}">
<kanban>
<field name="color"/>
<field name="name"/>
<div t-att-class="color + (record.title.raw_value == 1 ? ' oe_kanban_color_alert' : '')" style="position: relative">
<a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
<div class="oe_module_vignette">
- <a type="open">
+ <a type="open" class="col-md-2">
<t t-if="record.has_image.raw_value === true">
<img t-att-src="kanban_image('res.partner', 'image', record.id.value, {'preview_image': 'image_small'})" class="oe_avatar oe_kanban_avatar_smallbox"/>
</t>
</a>
<div class="oe_module_desc">
<div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_color_border">
- <table class="oe_kanban_table">
- <tr>
- <td class="oe_kanban_title1" align="left" valign="middle">
- <h4><a type="open"><field name="name"/></a></h4>
+ <div class="col-md-12">
+ <div>
+ <h4><a type="open"><field name="name"/></a></h4>
<i><div t-if="record.function.raw_value">
<field name="function"/></div></i>
<div><a t-if="record.email.raw_value" title="Mail" t-att-href="'mailto:'+record.email.value">
<div t-if="record.phone.raw_value">Phone: <field name="phone"/></div>
<div t-if="record.mobile.raw_value">Mobile: <field name="mobile"/></div>
<div t-if="record.fax.raw_value">Fax: <field name="fax"/></div>
- </td>
- </tr>
- </table>
+ </div>
+ </div>
</div>
</div>
</div>
</t>
</templates>
</kanban>
- <form string="Contact" version="7.0">
- <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
- <div class="oe_title">
+ <form string="Contact">
+ <sheet>
+ <field name="image" widget='image' class="oe_avatar oe_left" options='{"preview_image": "image_medium"}'/>
+ <div class="oe_title">
+ <label for="name" class="oe_edit_only"/>
+ <h1><field name="name" style="width: 70%%"/></h1>
+ <field name="category_id" widget="many2many_tags" placeholder="Tags..." style="width: 70%%"/>
+ </div>
<group>
- <field name="name"/>
- <field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
<field name="function" placeholder="e.g. Sales Director"/>
<field name="email"/>
<field name="phone"/>
<field name="mobile"/>
+ <field name="title"/>
+ </group>
+ <div>
+ <field name="use_parent_address"/><label for="use_parent_address"/>
+ </div>
+ <group>
+ <label for="type" groups="base.group_no_one"/>
+ <div name="contact_div_type" groups="base.group_no_one">
+ <field class="oe_inline" name="type"/>
+ </div>
+ <label for="street" string="Address" attrs="{'invisible': [('use_parent_address','=', True)]}"/>
+ <div attrs="{'invisible': [('use_parent_address','=', True)]}" name="div_address">
+ <field name="street" placeholder="Street..."/>
+ <field name="street2"/>
+ <div class="address_format">
+ <field name="city" placeholder="City" style="width: 40%%"/>
+ <field name="state_id" class="oe_no_button" placeholder="State" style="width: 37%%" options='{"no_open": True}' on_change="onchange_state(state_id)"/>
+ <field name="zip" placeholder="ZIP" style="width: 20%%"/>
+ </div>
+ <field name="country_id" placeholder="Country" class="oe_no_button" options='{"no_open": True}'/>
+ </div>
</group>
- </div>
+ <field name="supplier" invisible="True"/>
+ <field name="customer" invisible="True"/>
+ </sheet>
</form>
</field>
</page>
- <page string="Internal Notes">
+ <page name='internal_notes' string="Internal Notes">
<field name="comment" placeholder="Put an internal note..."/>
</page>
- <page string="Sales & Purchases">
- <group>
- <group>
- <field name="user_id"
- context="{'default_groups_ref': ['base.group_partner_manager']}"/>
- <field name="company_id" groups="base.group_multi_company" widget="selection"/>
- </group>
- <group>
- <field name="customer"/>
- <field name="supplier"/>
- </group>
+ <page name='sales_purchases' string="Sales & Purchases">
+ <group name="container_row_1">
<group>
<field name="ref"/>
<field name="lang"/>
- <field name="date"/>
</group>
<group>
- <field name="active"/>
+ <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/>
+ <field name="active"/>
</group>
</group>
- </page>
- <!-- The History page becomes visible as soon as there is something to display inside -->
- <page string="History" name="page_history" invisible="True">
+ <group name="container_row_2">
+ <group string="Sale" name="sale">
+ <field name="customer"/>
+ <field name="user_id"
+ context="{'default_groups_ref': ['base.group_partner_manager']}"/>
+ </group>
+ <group string="Purchase" name="purchase">
+ <field name="supplier"/>
+ </group>
+ </group>
+ <group name="container_row_3">
+ <group name="container_left"/>
+ <group name="container_right"/>
+ </group>
</page>
</notebook>
</sheet>
<field name="arch" type="xml">
<search string="Search Partner">
<field name="name"
- filter_domain="['|','|',('name','ilike',self),('parent_id','ilike',self),('ref','=',self)]"/>
+ filter_domain="['|','|',('display_name','ilike',self),('ref','=',self),('email','ilike',self)]"/>
<filter help="My Partners" icon="terp-personal+" domain="[('user_id','=',uid)]"/>
<separator/>
- <filter string="Persons" name="type_person" icon="terp-personal" domain="[('is_company','=',0)]"/>
- <filter string="Companies" name="type_company" icon="terp-partner" domain="[('is_company','=',1)]"/>
+ <filter string="Persons" name="type_person" domain="[('is_company','=',0)]"/>
+ <filter string="Companies" name="type_company" domain="[('is_company','=',1)]"/>
<separator/>
- <filter string="Customers" name="customer" icon="terp-personal" domain="[('customer','=',1)]" help="Customer Partners"/>
+ <filter string="Customers" name="customer" domain="[('customer','=',1)]" help="Customer Partners"/>
+ <filter string="Suppliers" name="supplier" domain="[('supplier','=',1)]" help="Supplier Partners"/>
<separator/>
- <filter string="Suppliers" name="supplier" icon="terp-personal" domain="[('supplier','=',1)]" help="Supplier Partners"/>
<field name="category_id" string="Tag" filter_domain="[('category_id','ilike', self)]"/>
<field name="user_id"/>
- <field name="parent_id" filter_domain="[('parent_id','child_of',[self])]"/>
- <group expand="0" string="Group By...">
+ <field name="parent_id" domain="[('is_company','=',1)]" operator="child_of"/>
+ <group expand="0" string="Group By">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by' : 'user_id'}" />
<filter string="Company" context="{'group_by': 'parent_id'}"/>
<filter string="Country" context="{'group_by': 'country_id'}"/>
<field name="arch" type="xml">
<kanban>
<field name="color"/>
- <field name="name"/>
+ <field name="display_name"/>
<field name="title"/>
<field name="email"/>
<field name="parent_id"/>
</t>
</a>
<div class="oe_kanban_details">
- <h4 class="oe_partner_heading"><a type="open"><field name="name"/></a></h4>
+ <h4 class="oe_partner_heading"><a type="open"><field name="display_name"/></a></h4>
<div class="oe_kanban_partner_categories"/>
<div class="oe_kanban_partner_links"/>
<ul>
<li t-if="record.parent_id.raw_value and !record.function.raw_value"><field name="parent_id"/></li>
<li t-if="!record.parent_id.raw_value and record.function.raw_value"><field name="function"/></li>
<li t-if="record.parent_id.raw_value and record.function.raw_value"><field name="function"/> at <field name="parent_id"/></li>
- <li t-if="record.city.raw_value and !record.country.raw_value"><field name="city"/></li>
- <li t-if="!record.city.raw_value and record.country.raw_value"><field name="country"/></li>
- <li t-if="record.city.raw_value and record.country.raw_value"><field name="city"/>, <field name="country"/></li>
+ <li t-if="record.city.raw_value and !record.country_id.raw_value"><field name="city"/></li>
+ <li t-if="!record.city.raw_value and record.country_id.raw_value"><field name="country_id"/></li>
+ <li t-if="record.city.raw_value and record.country_id.raw_value"><field name="city"/>, <field name="country_id"/></li>
<li t-if="record.email.raw_value"><a t-attf-href="mailto:#{record.email.raw_value}"><field name="email"/></a></li>
</ul>
</div>
<p class="oe_view_nocontent_create">
Click to add a contact in your address book.
</p><p>
- OpenERP helps you easily track all activities related to
+ Odoo helps you easily track all activities related to
a customer; discussions, history of business opportunities,
documents, etc.
</p>
<field name="res_model">res.partner</field>
<field name="view_type">form</field>
<field name="view_mode">kanban,tree,form</field>
- <field name="domain">[('customer','=',1)]</field>
+ <field name="domain">[]</field>
<field name="context">{'default_customer':1, 'search_default_customer':1}</field>
<field name="filter" eval="True"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to add a contact in your address book.
</p><p>
- OpenERP helps you easily track all activities related to
+ Odoo helps you easily track all activities related to
a customer: discussions, history of business opportunities,
documents, etc.
</p>
<p class="oe_view_nocontent_create">
Click to add a contact in your address book.
</p><p>
- OpenERP helps you easily track all activities related to
+ Odoo helps you easily track all activities related to
a supplier: discussions, history of purchases,
documents, etc.
</p>
<!-- Categories -->
<record id="view_partner_category_form" model="ir.ui.view">
- <field name="name">Partner Categories</field>
+ <field name="name">Partner Tags</field>
<field name="model">res.partner.category</field>
<field name="arch" type="xml">
- <form string="Partner Category" version="7.0">
+ <form string="Partner Tag">
<group col="4">
<field name="name"/>
<field name="active"/>
</field>
</record>
<record id="view_partner_category_list" model="ir.ui.view">
- <field name="name">Partner Categories</field>
+ <field name="name">Partner Tags</field>
<field name="model">res.partner.category</field>
<field eval="6" name="priority"/>
<field name="arch" type="xml">
- <tree string="Partner Categories">
+ <tree string="Partner Tags">
<field name="complete_name"/>
</tree>
</field>
<field name="model">res.partner.category</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
- <tree toolbar="1" string="Partner Categories">
+ <tree toolbar="1" string="Partner Tags">
<field name="name"/>
</tree>
</field>
-->
<record id="action_partner_by_category" model="ir.actions.act_window">
- <field name="name">Partner Categories</field>
+ <field name="name">Partner Tags</field>
<field name="res_model">res.partner</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<record id="action_partner_category_form" model="ir.actions.act_window">
- <field name="name">Partner Categories</field>
+ <field name="name">Partner Tags</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">res.partner.category</field>
<field name="view_type">form</field>
- <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>
+ <field name="help" type="html">
+ <p class="oe_view_nocontent_create">
+ Click to create a new partner tags.
+ </p><p>
+ Manage the partner tags to better classify them for tracking and analysis purposes.
+ A partner may have several tags and tags have a hierarchical structure: a partner with a tag has also the parent tags.
+ </p>
+ </field>
</record>
- <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"/>
+ <menuitem action="action_partner_category_form" id="menu_partner_category_form" name="Tags" sequence="1" parent="menu_config_address_book" groups="base.group_no_one"/>
</data>
</openerp>