2008-07-01 15:58:58 +00:00
<?xml version="1.0" encoding="utf-8"?>
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<openerp >
2008-06-29 08:26:07 +00:00
<data >
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<!-- Top menu item -->
<menuitem name= "Sales"
id="menu_base_partner"
groups="base.group_sale_salesman"
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sequence="20"/>
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<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" />
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<menuitem id= "menu_config_address_book" parent= "menu_base_config" name= "Address Book" sequence= "40" groups= "group_system" />
2010-05-27 09:28:18 +00:00
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<!-- Partner Titles -->
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<record id= "view_partner_title_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.title.tree</field>
<field name= "model" > res.partner.title</field>
<field name= "arch" type= "xml" >
<tree string= "Partner Titles" >
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<field name= "name" />
<field name= "shortcut" />
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</tree>
</field>
</record>
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<record id= "view_partner_title_form" model= "ir.ui.view" >
<field name= "name" > res.partner.title.form</field>
<field name= "model" > res.partner.title</field>
<field name= "arch" type= "xml" >
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<form string= "Partner Titles" version= "7.0" >
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<group col= "4" >
<field name= "name" />
<field name= "shortcut" />
</group>
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</form>
</field>
</record>
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<!--
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<record id= "action_partner_title" model= "ir.actions.act_window" >
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<field name= "name" > Titles</field>
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<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner.title</field>
<field name= "view_type" > form</field>
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</record>
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<menuitem action= "action_partner_title" id= "menu_partner_title" parent= "base.menu_base_config" />
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-->
2008-09-18 11:28:57 +00:00
2008-10-07 05:08:51 +00:00
<record id= "action_partner_title_partner" model= "ir.actions.act_window" >
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<field name= "name" > Titles</field>
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<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner.title</field>
<field name= "view_type" > form</field>
<field name= "domain" > [('domain','=','partner')]</field>
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<field name= "context" > {'default_domain': 'partner'}</field>
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<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>
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</record>
2010-05-27 09:28:18 +00:00
2012-03-20 09:25:39 +00:00
<menuitem action= "action_partner_title_partner" id= "menu_partner_title_partner" parent= "menu_config_address_book" sequence= "2" groups= "base.group_no_one" />
2008-10-07 05:08:51 +00:00
<record id= "action_partner_title_contact" model= "ir.actions.act_window" >
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<field name= "name" > Contact Titles</field>
2008-10-07 05:08:51 +00:00
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner.title</field>
<field name= "view_type" > form</field>
<field name= "domain" > [('domain','=','contact')]</field>
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<field name= "context" > {'default_domain': 'contact'}</field>
2010-10-16 04:34:03 +00:00
<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>
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</record>
2012-03-20 09:25:39 +00:00
<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" />
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<!-- Partner -->
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<record id= "view_partner_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.tree</field>
<field name= "model" > res.partner</field>
<field eval= "8" name= "priority" />
<field name= "arch" type= "xml" >
2012-02-21 05:58:55 +00:00
<tree string= "Contacts" >
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<field name= "display_name" />
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<field name= "function" invisible= "1" />
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<field name= "phone" />
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<field name= "email" />
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<field name= "user_id" invisible= "1" />
<field name= "is_company" invisible= "1" />
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<field name= "country" invisible= "1" />
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<field name= "country_id" invisible= "1" />
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<field name= "parent_id" invisible= "1" />
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</tree>
</field>
</record>
2009-03-24 08:02:07 +00:00
2012-09-11 16:19:26 +00:00
<record id= "view_partner_simple_form" model= "ir.ui.view" >
<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" >
<field name= "image" widget= 'image' class= "oe_avatar oe_left" options= '{"preview_image": "image_medium"}' />
<div class= "oe_title" >
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<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?" /> )
</div>
<h1 >
<field name= "name" default_focus= "1" placeholder= "Name" />
</h1>
<field name= "parent_id"
placeholder="Company"
domain="[('is_company', '=', True)]" context="{'default_is_company': True}"
attrs="{'invisible': [('is_company','=', True)]}"/>
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<group >
<field name= "category_id" widget= "many2many_tags" placeholder= "Tags..." />
<field name= "function" placeholder= "e.g. Sales Director" />
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<field name= "user_ids" invisible= "1" />
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<field name= "email" widget= "email" required= "context.get('force_email', False)" attrs= "{'required': [('user_ids','!=', [])]}" />
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<field name= "phone" />
<field name= "mobile" />
</group>
</div>
</form>
</field>
</record>
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<record id= "view_partner_form" model= "ir.ui.view" >
<field name= "name" > res.partner.form</field>
<field name= "model" > res.partner</field>
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<field eval= "1" name= "priority" />
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<field name= "arch" type= "xml" >
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<form string= "Partners" version= "7.0" >
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<sheet >
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<field name= "image" widget= 'image' class= "oe_left oe_avatar" options= '{"preview_image": "image_medium", "size": [90, 90]}' />
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<div class= "oe_title oe_left" >
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<div class= "oe_edit_only" >
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<label for= "name" /> (
<field name= "is_company" on_change= "onchange_type(is_company)" class= "oe_inline" /> <label for= "is_company" string= "Is a Company?" /> )
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</div>
<h1 >
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<field name= "name" default_focus= "1" placeholder= "Name" />
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</h1>
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<field name= "parent_id"
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placeholder="Company"
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domain="[('is_company', '=', True)]" context="{'default_is_company': True, 'default_supplier': supplier, 'default_customer': customer}"
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attrs="{'invisible': [('is_company','=', True),('parent_id', '=', False)]}"
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on_change="onchange_address(use_parent_address, parent_id)"/>
2012-08-06 16:43:20 +00:00
<field name= "category_id" widget= "many2many_tags" placeholder= "Tags..." />
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</div>
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<div class= "oe_right oe_button_box" name= "buttons" > </div>
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<group >
<group >
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<label for= "type" attrs= "{'invisible': [('parent_id','=', False)]}" />
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<div attrs= "{'invisible': [('parent_id','=', False)]}" name= "div_type" >
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<field class= "oe_inline"
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name="type"/>
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</div>
<label for= "street" string= "Address" />
<div >
2014-03-18 09:36:11 +00:00
<div class= "oe_edit_only" >
<field name= "use_parent_address" class= "oe_inline"
on_change="onchange_address(use_parent_address, parent_id)"
attrs="{'invisible': [('parent_id','=', False),('use_parent_address','=',False)]}"/>
<label for= "use_parent_address" attrs= "{'invisible': [('parent_id','=', False),('use_parent_address','=',False)]}" />
</div>
[FIX] res.partner: autosync of commercial fields and address fields + correct views accordingly + basic tests
* Commercial fields (bug 1160365)
Fix autosync of accounting/invoicing-related fields on contacts,
just as if they were actually modeled as fields.related to the
parent commercial entity.
This starts with the addition of the new functional field
`commercial_id`, to locate the commercial entity for any partner.
The commercial entity is defined as the first ancestor (starting
at the partner itself) that is either marked `is_company` or has
no parent. [This is Part A of the solution on bug 1160365].
Then, whenever a partner is created or modified:
- if it is a commercial entity, the commercial fields are synced
downstream to all its descendants, stopping at company boundaries.
- if is is not a commercial entity, the commercial fields are
synced from its parent commercial entity.
The list of fields to sync is determined by calling the new
res.partner method `_commercial_fields()` which can be easily
extended by any module that adds commercial fields on res.partner.
A utility method `open_commercial_entity()` was added to
res.partner to make it easy to include a button for editing the
parent commercial entity, to be displayed instead of now-hidden
commercial fields.
[This is part B of the solution on bug 1160365]
The res.partner.address_get() method (used to find child partners
of certain types, e.g. "invoice") was udpated to take the new
"commercial entity" notion into account: it will now look for
matches in children but also parents and siblings that are part
of the same "commercial entity". The default partner `type` is
now "contact" to reflect the new model ; "default" is
inappropriate because it is a wildcard and would stop the type
lookup early.
[This composes parts C and D of the solution on bug 1160365]
Note: This fix comes with a matching addons fix to implement
module-specific extensions of part B, as well as part E of the
solution.
* Address fields (bug 1160425)
Corrected autosync of address fields is also included in the
same branch, because those two mechanisms are closely related
and share some parts of the implementation.
The `use_parent_address` field now defaults to False (except
in the mini-kanban view of contacts on a partner form), and
the autosync of address fields has been modified to only work
downstream and never update a parent company if a child contact
is modified. Instead, the address fields are now displayed
readonly on contacts that use the parent address, with a button
to edit the parent address (new method open_parent(), similar
to open_commercial_entity() but opening the direct parent).
To make the initial creation of a contact + company pair,
a special case was added: when a new contact is created for
a company that has no other contact and no address, the
address of the contact is assumed to be that of the company
so it is moved to the company, then the `use_parent_address`
flag is enabled on the contact, and the `is_company` flag on
the company. This covers a use case where contact and
company are created on-the-fly when creating a new document.
Many logical flaws in the autosync of address fields have been
corrected and are now covered by unit tests.
* Misc related fixes
- checking `is_company` does not reset the parent_id field
anymore, to allow for multi-level structures. The field is
still hidden automatically because having an empty "Company"
field on the form view of a company is quite suprising), but
this UI behavior is easily customized;
- the `email`, `phone`, `fax`, `mobile`, `lang`, etc. that
were sometimes synced when changing parent company are now
properly left alone;
- the `use_parent_address` field is now always visible next
to the parent_id field when a parent is set
lp bug: https://launchpad.net/bugs/1160425 fixed
lp bug: https://launchpad.net/bugs/1160365 fixed
bzr revid: odo@openerp.com-20130408013742-tm8w0w0nmunanokk
2013-04-08 01:37:42 +00:00
<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)]}" />
2012-07-13 09:07:44 +00:00
<div class= "address_format" >
[FIX] res.partner: autosync of commercial fields and address fields + correct views accordingly + basic tests
* Commercial fields (bug 1160365)
Fix autosync of accounting/invoicing-related fields on contacts,
just as if they were actually modeled as fields.related to the
parent commercial entity.
This starts with the addition of the new functional field
`commercial_id`, to locate the commercial entity for any partner.
The commercial entity is defined as the first ancestor (starting
at the partner itself) that is either marked `is_company` or has
no parent. [This is Part A of the solution on bug 1160365].
Then, whenever a partner is created or modified:
- if it is a commercial entity, the commercial fields are synced
downstream to all its descendants, stopping at company boundaries.
- if is is not a commercial entity, the commercial fields are
synced from its parent commercial entity.
The list of fields to sync is determined by calling the new
res.partner method `_commercial_fields()` which can be easily
extended by any module that adds commercial fields on res.partner.
A utility method `open_commercial_entity()` was added to
res.partner to make it easy to include a button for editing the
parent commercial entity, to be displayed instead of now-hidden
commercial fields.
[This is part B of the solution on bug 1160365]
The res.partner.address_get() method (used to find child partners
of certain types, e.g. "invoice") was udpated to take the new
"commercial entity" notion into account: it will now look for
matches in children but also parents and siblings that are part
of the same "commercial entity". The default partner `type` is
now "contact" to reflect the new model ; "default" is
inappropriate because it is a wildcard and would stop the type
lookup early.
[This composes parts C and D of the solution on bug 1160365]
Note: This fix comes with a matching addons fix to implement
module-specific extensions of part B, as well as part E of the
solution.
* Address fields (bug 1160425)
Corrected autosync of address fields is also included in the
same branch, because those two mechanisms are closely related
and share some parts of the implementation.
The `use_parent_address` field now defaults to False (except
in the mini-kanban view of contacts on a partner form), and
the autosync of address fields has been modified to only work
downstream and never update a parent company if a child contact
is modified. Instead, the address fields are now displayed
readonly on contacts that use the parent address, with a button
to edit the parent address (new method open_parent(), similar
to open_commercial_entity() but opening the direct parent).
To make the initial creation of a contact + company pair,
a special case was added: when a new contact is created for
a company that has no other contact and no address, the
address of the contact is assumed to be that of the company
so it is moved to the company, then the `use_parent_address`
flag is enabled on the contact, and the `is_company` flag on
the company. This covers a use case where contact and
company are created on-the-fly when creating a new document.
Many logical flaws in the autosync of address fields have been
corrected and are now covered by unit tests.
* Misc related fixes
- checking `is_company` does not reset the parent_id field
anymore, to allow for multi-level structures. The field is
still hidden automatically because having an empty "Company"
field on the form view of a company is quite suprising), but
this UI behavior is easily customized;
- the `email`, `phone`, `fax`, `mobile`, `lang`, etc. that
were sometimes synced when changing parent company are now
properly left alone;
- the `use_parent_address` field is now always visible next
to the parent_id field when a parent is set
lp bug: https://launchpad.net/bugs/1160425 fixed
lp bug: https://launchpad.net/bugs/1160365 fixed
bzr revid: odo@openerp.com-20130408013742-tm8w0w0nmunanokk
2013-04-08 01:37:42 +00:00
<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)]}" />
2012-06-04 18:30:55 +00:00
</div>
[FIX] res.partner: autosync of commercial fields and address fields + correct views accordingly + basic tests
* Commercial fields (bug 1160365)
Fix autosync of accounting/invoicing-related fields on contacts,
just as if they were actually modeled as fields.related to the
parent commercial entity.
This starts with the addition of the new functional field
`commercial_id`, to locate the commercial entity for any partner.
The commercial entity is defined as the first ancestor (starting
at the partner itself) that is either marked `is_company` or has
no parent. [This is Part A of the solution on bug 1160365].
Then, whenever a partner is created or modified:
- if it is a commercial entity, the commercial fields are synced
downstream to all its descendants, stopping at company boundaries.
- if is is not a commercial entity, the commercial fields are
synced from its parent commercial entity.
The list of fields to sync is determined by calling the new
res.partner method `_commercial_fields()` which can be easily
extended by any module that adds commercial fields on res.partner.
A utility method `open_commercial_entity()` was added to
res.partner to make it easy to include a button for editing the
parent commercial entity, to be displayed instead of now-hidden
commercial fields.
[This is part B of the solution on bug 1160365]
The res.partner.address_get() method (used to find child partners
of certain types, e.g. "invoice") was udpated to take the new
"commercial entity" notion into account: it will now look for
matches in children but also parents and siblings that are part
of the same "commercial entity". The default partner `type` is
now "contact" to reflect the new model ; "default" is
inappropriate because it is a wildcard and would stop the type
lookup early.
[This composes parts C and D of the solution on bug 1160365]
Note: This fix comes with a matching addons fix to implement
module-specific extensions of part B, as well as part E of the
solution.
* Address fields (bug 1160425)
Corrected autosync of address fields is also included in the
same branch, because those two mechanisms are closely related
and share some parts of the implementation.
The `use_parent_address` field now defaults to False (except
in the mini-kanban view of contacts on a partner form), and
the autosync of address fields has been modified to only work
downstream and never update a parent company if a child contact
is modified. Instead, the address fields are now displayed
readonly on contacts that use the parent address, with a button
to edit the parent address (new method open_parent(), similar
to open_commercial_entity() but opening the direct parent).
To make the initial creation of a contact + company pair,
a special case was added: when a new contact is created for
a company that has no other contact and no address, the
address of the contact is assumed to be that of the company
so it is moved to the company, then the `use_parent_address`
flag is enabled on the contact, and the `is_company` flag on
the company. This covers a use case where contact and
company are created on-the-fly when creating a new document.
Many logical flaws in the autosync of address fields have been
corrected and are now covered by unit tests.
* Misc related fixes
- checking `is_company` does not reset the parent_id field
anymore, to allow for multi-level structures. The field is
still hidden automatically because having an empty "Company"
field on the form view of a company is quite suprising), but
this UI behavior is easily customized;
- the `email`, `phone`, `fax`, `mobile`, `lang`, etc. that
were sometimes synced when changing parent company are now
properly left alone;
- the `use_parent_address` field is now always visible next
to the parent_id field when a parent is set
lp bug: https://launchpad.net/bugs/1160425 fixed
lp bug: https://launchpad.net/bugs/1160365 fixed
bzr revid: odo@openerp.com-20130408013742-tm8w0w0nmunanokk
2013-04-08 01:37:42 +00:00
<field name= "country_id" placeholder= "Country" class= "oe_no_button" options= '{"no_open": True}' attrs= "{'readonly': [('use_parent_address','=',True)]}" />
2012-06-04 18:30:55 +00:00
</div>
2012-07-10 10:11:06 +00:00
<field name= "website" widget= "url" placeholder= "e.g. www.openerp.com" />
2009-09-17 07:27:12 +00:00
</group>
2012-06-04 18:30:55 +00:00
<group >
2012-07-10 15:39:07 +00:00
<field name= "function" placeholder= "e.g. Sales Director"
2012-07-10 10:11:06 +00:00
attrs="{'invisible': [('is_company','=', True)]}"/>
<field name= "phone" placeholder= "e.g. +32.81.81.37.00" />
2012-06-04 21:32:12 +00:00
<field name= "mobile" />
<field name= "fax" />
2013-04-10 13:01:45 +00:00
<field name= "user_ids" invisible= "1" />
2013-04-02 08:20:52 +00:00
<field name= "email" widget= "email" attrs= "{'required': [('user_ids','!=', [])]}" />
2012-07-10 15:39:07 +00:00
<field name= "title" domain= "[('domain', '=', 'contact')]"
2012-10-09 14:26:07 +00:00
options='{"no_open": True}' attrs="{'invisible': [('is_company','=', True)]}" />
2009-09-17 07:27:12 +00:00
</group>
2008-08-25 19:36:47 +00:00
</group>
2012-06-04 18:30:55 +00:00
2008-08-25 19:36:47 +00:00
<notebook colspan= "4" >
2013-04-20 00:47:13 +00:00
<page string= "Contacts" attrs= "{'invisible': [('is_company','=',False), ('child_ids', '=', [])]}" autofocus= "autofocus" >
2013-08-19 08:43:04 +00:00
<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}" >
2012-04-10 14:47:21 +00:00
<kanban >
<field name= "color" />
<field name= "name" />
<field name= "title" />
<field name= "email" />
<field name= "parent_id" />
<field name= "is_company" />
<field name= "function" />
<field name= "phone" />
<field name= "street" />
<field name= "street2" />
<field name= "zip" />
<field name= "city" />
<field name= "country_id" />
<field name= "mobile" />
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<field name= "fax" />
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<field name= "state_id" />
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<field name= "has_image" />
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<templates >
<t t-name= "kanban-box" >
<t t-set= "color" t-value= "kanban_color(record.color.raw_value)" />
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<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>
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<div class= "oe_module_vignette" >
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<a type= "open" >
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<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>
2013-01-11 14:54:59 +00:00
<t t-if= "record.image and record.image.raw_value !== false" >
<img t-att-src= "'data:image/png;base64,'+record.image.raw_value" class= "oe_avatar oe_kanban_avatar_smallbox" />
</t>
<t t-if= "record.has_image.raw_value === false and (!record.image or record.image.raw_value === false)" >
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<t t-if= "record.is_company.raw_value === true" >
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<img t-att-src= '_s + "/base/static/src/img/company_image.png"' class= "oe_kanban_image oe_kanban_avatar_smallbox" />
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</t>
<t t-if= "record.is_company.raw_value === false" >
2013-01-11 14:54:59 +00:00
<img t-att-src= '_s + "/base/static/src/img/avatar.png"' class= "oe_kanban_image oe_kanban_avatar_smallbox" />
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</t>
</t>
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</a>
<div class= "oe_module_desc" >
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<div class= "oe_kanban_box_content oe_kanban_color_bglight oe_kanban_color_border" >
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<table class= "oe_kanban_table" >
<tr >
<td class= "oe_kanban_title1" align= "left" valign= "middle" >
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<h4 > <a type= "open" > <field name= "name" /> </a> </h4>
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<i > <div t-if= "record.function.raw_value" >
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<field name= "function" /> </div> </i>
<div > <a t-if= "record.email.raw_value" title= "Mail" t-att-href= "'mailto:'+record.email.value" >
<field name= "email" />
</a> </div>
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<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>
2012-04-10 14:47:21 +00:00
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
</t>
</templates>
</kanban>
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<form string= "Contact" version= "7.0" >
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<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>
2012-08-07 17:31:58 +00:00
<group >
<field name= "function" placeholder= "e.g. Sales Director" />
<field name= "email" />
<field name= "phone" />
<field name= "mobile" />
</group>
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<div >
<field name= "use_parent_address" /> <label for= "use_parent_address" />
</div>
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<group >
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<label for= "type" />
<div name= "div_type" >
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<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>
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<field name= "supplier" invisible= "True" />
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<field name= "customer" invisible= "True" />
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</sheet>
2012-08-07 17:31:58 +00:00
</form>
2012-04-10 14:47:21 +00:00
</field>
2012-02-20 13:06:58 +00:00
</page>
2013-06-14 12:05:40 +00:00
<page name= 'internal_notes' string= "Internal Notes" >
2012-09-11 13:27:24 +00:00
<field name= "comment" placeholder= "Put an internal note..." />
2012-08-07 17:13:04 +00:00
</page>
2013-06-14 12:05:40 +00:00
<page name= 'sales_purchases' string= "Sales & Purchases" >
2012-06-04 18:30:55 +00:00
<group >
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<group >
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<field name= "user_id"
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context="{'default_groups_ref': ['base.group_partner_manager']}"/>
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<field name= "company_id" groups= "base.group_multi_company" widget= "selection" />
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</group>
<group >
<field name= "customer" />
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<field name= "supplier" />
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</group>
<group >
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<field name= "ref" />
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<field name= "lang" />
<field name= "date" />
</group>
<group >
<field name= "active" />
</group>
</group>
2012-02-22 07:24:52 +00:00
</page>
2008-06-29 08:26:07 +00:00
</notebook>
2012-06-04 21:32:12 +00:00
</sheet>
2008-06-29 08:26:07 +00:00
</form>
</field>
</record>
2008-09-18 11:28:57 +00:00
2009-09-17 07:27:12 +00:00
<record id= "view_res_partner_filter" model= "ir.ui.view" >
<field name= "name" > res.partner.select</field>
<field name= "model" > res.partner</field>
<field name= "arch" type= "xml" >
<search string= "Search Partner" >
2012-07-30 12:07:14 +00:00
<field name= "name"
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filter_domain="['|','|',('display_name','ilike',self),('ref','=',self),('email','ilike',self)]"/>
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<filter help= "My Partners" icon= "terp-personal+" domain= "[('user_id','=',uid)]" />
<separator />
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<filter string= "Persons" name= "type_person" domain= "[('is_company','=',0)]" />
<filter string= "Companies" name= "type_company" domain= "[('is_company','=',1)]" />
2012-07-30 12:07:14 +00:00
<separator />
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<filter string= "Customers" name= "customer" domain= "[('customer','=',1)]" help= "Customer Partners" />
<filter string= "Suppliers" name= "supplier" domain= "[('supplier','=',1)]" help= "Supplier Partners" />
2012-07-30 12:07:14 +00:00
<separator />
2012-11-23 06:49:10 +00:00
<field name= "category_id" string= "Tag" filter_domain= "[('category_id','ilike', self)]" />
2012-07-30 12:07:14 +00:00
<field name= "user_id" />
2014-04-22 15:07:36 +00:00
<field name= "parent_id" domain= "[('is_company','=',1)]" operator= "child_of" />
2010-06-07 13:02:05 +00:00
<group expand= "0" string= "Group By..." >
2012-10-04 06:01:04 +00:00
<filter string= "Salesperson" icon= "terp-personal" domain= "[]" context= "{'group_by' : 'user_id'}" />
2012-03-27 12:10:21 +00:00
<filter string= "Company" context= "{'group_by': 'parent_id'}" />
2013-01-25 21:40:27 +00:00
<filter string= "Country" context= "{'group_by': 'country_id'}" />
2010-05-19 14:17:36 +00:00
</group>
2009-09-17 07:27:12 +00:00
</search>
</field>
</record>
2011-10-25 20:48:47 +00:00
2011-09-16 12:47:25 +00:00
<!-- Partner Kanban View -->
<record model= "ir.ui.view" id= "res_partner_kanban_view" >
2012-03-09 09:34:07 +00:00
<field name= "name" > res.partner.kanban</field>
2011-09-16 12:47:25 +00:00
<field name= "model" > res.partner</field>
<field name= "arch" type= "xml" >
<kanban >
2011-10-25 20:48:47 +00:00
<field name= "color" />
2013-04-25 17:14:44 +00:00
<field name= "display_name" />
2012-02-23 15:43:48 +00:00
<field name= "title" />
2011-10-25 20:48:47 +00:00
<field name= "email" />
2012-02-23 15:43:48 +00:00
<field name= "parent_id" />
<field name= "is_company" />
<field name= "function" />
<field name= "phone" />
2012-02-29 10:02:41 +00:00
<field name= "street" />
<field name= "street2" />
<field name= "zip" />
<field name= "city" />
<field name= "country_id" />
<field name= "mobile" />
2012-03-28 07:07:57 +00:00
<field name= "state_id" />
2012-07-20 08:30:59 +00:00
<field name= "category_id" />
2012-12-21 12:06:31 +00:00
<field name= "has_image" />
2011-09-19 08:59:20 +00:00
<templates >
<t t-name= "kanban-box" >
2012-09-05 08:03:44 +00:00
<div class= "oe_kanban_vignette oe_semantic_html_override" >
2012-08-29 11:47:53 +00:00
<a type= "open" >
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<t t-if= "record.has_image.raw_value === true" >
<img t-att-src= "kanban_image('res.partner', 'image_small', record.id.value)" class= "oe_kanban_image" />
</t>
<t t-if= "record.has_image.raw_value === false" >
<t t-if= "record.is_company.raw_value === true" >
<img t-att-src= '_s + "/base/static/src/img/company_image.png"' class= "oe_kanban_image" />
</t>
<t t-if= "record.is_company.raw_value === false" >
<img t-att-src= '_s + "/base/static/src/img/avatar.png"' class= "oe_kanban_image" />
</t>
</t>
2012-03-01 05:11:42 +00:00
</a>
2012-05-23 12:15:17 +00:00
<div class= "oe_kanban_details" >
2013-04-25 17:14:44 +00:00
<h4 class= "oe_partner_heading" > <a type= "open" > <field name= "display_name" /> </a> </h4>
2012-07-20 13:22:08 +00:00
<div class= "oe_kanban_partner_categories" />
2012-07-20 08:30:59 +00:00
<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.email.raw_value" > <a t-attf-href= "mailto:#{record.email.raw_value}" > <field name= "email" /> </a> </li>
</ul>
2011-09-16 12:47:25 +00:00
</div>
2011-09-19 08:59:20 +00:00
</div>
2012-05-23 12:15:17 +00:00
2011-09-19 08:59:20 +00:00
</t>
</templates>
</kanban>
</field>
</record>
2009-09-17 07:27:12 +00:00
2008-07-01 15:58:58 +00:00
<record id= "action_partner_form" model= "ir.actions.act_window" >
2012-04-26 07:29:11 +00:00
<field name= "name" > Customers</field>
2008-07-01 15:58:58 +00:00
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
2012-05-22 14:47:46 +00:00
<field name= "view_mode" > kanban,tree,form</field>
2010-06-11 10:16:34 +00:00
<field name= "context" > {"search_default_customer":1}</field>
2009-11-26 12:17:44 +00:00
<field name= "search_view_id" ref= "view_res_partner_filter" />
2012-08-04 14:36:43 +00:00
<field name= "help" type= "html" >
2012-08-04 15:06:39 +00:00
<p class= "oe_view_nocontent_create" >
2012-08-04 13:25:35 +00:00
Click to add a contact in your address book.
</p> <p >
OpenERP helps you easily track all activities related to
a customer; discussions, history of business opportunities,
documents, etc.
</p>
2012-05-28 05:46:05 +00:00
</field>
2008-07-01 15:58:58 +00:00
</record>
<record id= "action_partner_form_view1" model= "ir.actions.act_window.view" >
2012-03-01 06:43:12 +00:00
<field eval= "0" name= "sequence" />
2012-03-01 05:11:42 +00:00
<field name= "view_mode" > kanban</field>
<field name= "view_id" ref= "res_partner_kanban_view" />
2008-07-01 15:58:58 +00:00
<field name= "act_window_id" ref= "action_partner_form" />
</record>
<record id= "action_partner_form_view2" model= "ir.actions.act_window.view" >
2012-03-01 06:43:12 +00:00
<field eval= "2" name= "sequence" />
2008-07-01 15:58:58 +00:00
<field name= "view_mode" > form</field>
<field name= "view_id" ref= "view_partner_form" />
<field name= "act_window_id" ref= "action_partner_form" />
</record>
2012-03-01 06:43:12 +00:00
<record id= "action_partner_tree_view1" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > tree</field>
<field name= "view_id" ref= "view_partner_tree" />
<field name= "act_window_id" ref= "action_partner_form" />
2012-03-27 12:45:37 +00:00
</record>
2013-03-26 13:01:27 +00:00
<menuitem id= "menu_partner_form" parent= "base.menu_sales" action= "action_partner_form" sequence= "2" />
2008-08-25 19:36:47 +00:00
<record id= "action_partner_customer_form" model= "ir.actions.act_window" >
2009-11-26 12:17:44 +00:00
<field name= "name" > Customers</field>
2008-08-25 19:36:47 +00:00
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
2012-07-15 11:41:12 +00:00
<field name= "view_mode" > kanban,tree,form</field>
2010-04-14 10:44:26 +00:00
<field name= "domain" > [('customer','=',1)]</field>
2010-06-11 10:16:34 +00:00
<field name= "context" > {'default_customer':1, 'search_default_customer':1}</field>
2009-09-17 07:27:12 +00:00
<field name= "filter" eval= "True" />
2012-08-04 14:36:43 +00:00
<field name= "help" type= "html" >
2012-08-04 15:06:39 +00:00
<p class= "oe_view_nocontent_create" >
2012-08-04 13:25:35 +00:00
Click to add a contact in your address book.
</p> <p >
OpenERP helps you easily track all activities related to
a customer: discussions, history of business opportunities,
documents, etc.
</p>
2012-07-15 11:41:12 +00:00
</field>
2008-08-25 19:36:47 +00:00
</record>
2009-11-26 12:17:44 +00:00
2008-08-25 19:36:47 +00:00
<record id= "action_partner_supplier_form" model= "ir.actions.act_window" >
2009-11-26 12:17:44 +00:00
<field name= "name" > Suppliers</field>
2008-08-25 19:36:47 +00:00
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
2011-07-07 12:19:52 +00:00
<field name= "domain" > []</field>
2012-05-22 14:47:46 +00:00
<field name= "view_mode" > kanban,tree,form</field>
2011-11-18 12:58:48 +00:00
<field name= "context" > {'search_default_supplier': 1,'default_customer': 0,'default_supplier': 1}</field>
2009-09-17 07:27:12 +00:00
<field name= "filter" eval= "True" />
2012-08-04 14:36:43 +00:00
<field name= "help" type= "html" >
2012-08-04 15:06:39 +00:00
<p class= "oe_view_nocontent_create" >
2012-08-04 13:25:35 +00:00
Click to add a contact in your address book.
</p> <p >
OpenERP helps you easily track all activities related to
a supplier: discussions, history of purchases,
documents, etc.
</p>
2012-07-15 11:41:12 +00:00
</field>
2008-08-25 19:36:47 +00:00
</record>
2009-11-26 12:17:44 +00:00
2010-05-05 14:13:30 +00:00
<record id= "action_partner_employee_form" model= "ir.actions.act_window" >
<field name= "name" > Employees</field>
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
<field name= "domain" > [('employee','=',1)]</field>
<field name= "context" > {'default_customer':0, 'default_supplier':0 , 'default_employee':1}</field>
<field name= "filter" eval= "True" />
</record>
2008-08-25 19:36:47 +00:00
<record id= "action_partner_other_form" model= "ir.actions.act_window" >
2009-11-26 12:17:44 +00:00
<field name= "name" > Other Partners</field>
2008-08-25 19:36:47 +00:00
<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
<field name= "domain" > [('supplier','< > ',1),('customer','< > ',1)]</field>
2009-09-17 07:27:12 +00:00
<field name= "filter" eval= "True" />
2008-08-25 19:36:47 +00:00
</record>
2009-11-26 12:17:44 +00:00
2012-07-20 15:34:25 +00:00
<!-- Categories -->
2008-07-01 15:58:58 +00:00
<record id= "view_partner_category_form" model= "ir.ui.view" >
2013-06-04 12:40:03 +00:00
<field name= "name" > Partner Tags</field>
2008-07-01 15:58:58 +00:00
<field name= "model" > res.partner.category</field>
<field name= "arch" type= "xml" >
2013-06-04 12:40:03 +00:00
<form string= "Partner Tag" version= "7.0" >
2012-06-04 18:30:55 +00:00
<group col= "4" >
<field name= "name" />
<field name= "active" />
<field name= "parent_id" />
</group>
2008-06-29 08:26:07 +00:00
</form>
</field>
</record>
2008-07-01 15:58:58 +00:00
<record id= "view_partner_category_list" model= "ir.ui.view" >
2013-06-04 12:40:03 +00:00
<field name= "name" > Partner Tags</field>
2008-07-01 15:58:58 +00:00
<field name= "model" > res.partner.category</field>
<field eval= "6" name= "priority" />
<field name= "arch" type= "xml" >
2013-06-04 12:40:03 +00:00
<tree string= "Partner Tags" >
2008-07-01 15:58:58 +00:00
<field name= "complete_name" />
2008-06-29 08:26:07 +00:00
</tree>
</field>
</record>
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<record id= "view_partner_category_tree" model= "ir.ui.view" >
<field name= "name" > res.partner.category.tree</field>
<field name= "model" > res.partner.category</field>
<field name= "field_parent" > child_ids</field>
<field name= "arch" type= "xml" >
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<tree toolbar= "1" string= "Partner Tags" >
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<field name= "name" />
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</tree>
</field>
</record>
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<!--
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<record id= "action_partner_category" model= "ir.actions.act_window" >
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<field name= "name" > Partners by Categories</field>
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<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner.category</field>
<field name= "view_type" > tree</field>
<field name= "view_id" ref= "view_partner_category_tree" />
<field name= "domain" > [('parent_id','=',False)]</field>
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</record>
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<menuitem action= "action_partner_category" id= "menu_partner_category_main" parent= "base.menu_address_book" sequence= "1"
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groups="base.group_no_one"/>
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-->
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<record id= "action_partner_by_category" model= "ir.actions.act_window" >
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<field name= "name" > Partner Tags</field>
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<field name= "res_model" > res.partner</field>
<field name= "view_type" > form</field>
<field name= "view_mode" > tree,form</field>
<field name= "domain" > [('category_id','child_of', [active_id])]</field>
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<field name= "context" > {'category_id':active_id}</field>
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<field name= "search_view_id" ref= "view_res_partner_filter" />
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</record>
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<record id= "ir_action_partner_by_category" model= "ir.values" >
<field eval= "'tree_but_open'" name= "key2" />
<field eval= "'res.partner.category'" name= "model" />
<field name= "name" > Open partners</field>
<field eval= "'ir.actions.act_window,%d'%action_partner_by_category" name= "value" />
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</record>
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<record id= "action_partner_category_form" model= "ir.actions.act_window" >
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<field name= "name" > Partner Tags</field>
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<field name= "type" > ir.actions.act_window</field>
<field name= "res_model" > res.partner.category</field>
<field name= "view_type" > form</field>
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<field name= "help" type= "html" >
<p class= "oe_view_nocontent_create" >
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Click to create a new partner tags.
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</p> <p >
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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.
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</p>
</field>
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</record>
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<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" />
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</data>
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</openerp>
