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[FIX] crm: fix links from customers kanban to opportunities and meetings 

bzr revid: rco@openerp.com-20120702143634-t7p1k4mfypwwxrnb
This commit is contained in:
Raphael Collet 2012-07-02 16:36:34 +02:00
parent 9c9141cc65
commit 6e3b8c78da
1 changed files with 52 additions and 19 deletions
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71
addons/crm/res_partner_view.xml
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@ -45,25 +45,58 @@
</field>
</record>
<act_window
id="crm_meeting_partner"
name="Meetings"
res_model="crm.meeting"
src_model="res.partner"
view_mode="calendar,tree,form,gantt"
context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
/>
<act_window
id="act_res_partner_2_opportunity"
name="Opportunities"
res_model="crm.lead"
src_model="res.partner"
view_mode="kanban,tree,form,graph,calendar"
domain="[('type','=','opportunity')]"
context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
<!-- open meetings related to given partner -->
<act_window
id="crm_meeting_partner"
name="Meetings"
res_model="crm.meeting"
src_model="res.partner"
view_mode="calendar,tree,form,gantt"
context="{'search_default_partner_id': active_id, 'default_partner_id': active_id}"
/>
<!-- Partner kanban view inherte -->
<!-- open opportunities related to given partner -->
<record model="ir.actions.act_window" id="act_res_partner_2_opportunity">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,form,graph,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{'search_default_partner_id': active_id, 'default_partner_id': active_id,
'stage_type': 'opportunity', 'default_type': 'opportunity'}</field>
<field name="view_id" eval="False"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help">
With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer.
You and your team(s) will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer related activities, and much more.
</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
<field name="sequence" eval="0"/>
<field name="view_mode">kanban</field>
<field name="view_id" ref="crm_case_kanban_view_leads"/>
<field name="act_window_id" ref="act_res_partner_2_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="act_res_partner_2_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="act_res_partner_2_opportunity"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor11">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_opportunity"/>
<field name="act_window_id" ref="act_res_partner_2_opportunity"/>
</record>
<!-- Partner kanban view inherte -->
<record model="ir.ui.view" id="crm_lead_partner_kanban_view">
<field name="name">res.partner.kanban.inherit</field>
<field name="model">res.partner</field>
@ -76,10 +109,10 @@
</field>
<xpath expr="//h4[@class='oe_partner_heading']" position="after">
<a name="%(act_res_partner_2_opportunity)d" type="action">
<t t-if="record.opportunity_count.value"><t t-esc="record.opportunity_count.value"/> Opportunities</t>
<t t-if="record.opportunity_count.value">Opportunities(<t t-esc="record.opportunity_count.value"/>)</t>
</a>
<a name="%(crm_meeting_partner)d" type="action">
<t t-if="record.meeting_count.value"><t t-esc="record.meeting_count.value"/> Meetings</t>
<t t-if="record.meeting_count.value">Meetings(<t t-esc="record.meeting_count.value"/>)</t>
</a>
</xpath>
</field>