140 lines
7.8 KiB
XML
140 lines
7.8 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Partners inherited form -->
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<record id="view_crm_partner_info_form1" model="ir.ui.view">
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<field name="name">res.partner.crm.info.inherit1</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<page string="History" position="inside">
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<field name="opportunity_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
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<tree string="Leads and Opportunities" colors="blue:state=='pending';gray:state=='cancel'">
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<field name="create_date"/>
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<field name="name"/>
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<field name="type"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="user_id" />
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<field name="state" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button string="Convert to Opportunity"
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name="convert_opportunity"
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states="draft,open,pending" icon="gtk-index"
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type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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</tree>
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</field>
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<field name="meeting_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
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<tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
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<field name="user_id" string="Responsible"/>
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<field name="name" string="Subject" />
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<field name="date" string="Start Date" />
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<field name="date_deadline" string="End Date"/>
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</tree>
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</field>
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<field name="phonecall_ids" colspan="4" nolabel="1" context="{'default_partner_id': active_id}">
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<tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
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<field name="date" string="Date"/>
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<field name="name" string="Call Summary"/>
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<field name="categ_id" string="Type" widget="selection"/>
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<field name="user_id"/>
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<field name="state"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
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<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
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</tree>
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<form string="Phone Call">
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<group colspan="6" col="7">
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<field name="name" required="1"/>
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<field name="partner_phone" attrs="{'required': [('categ_id.name', '=', 'Outbound')]}"/>
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<field name="duration" widget="float_time" required="1"/>
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<button string="Schedule a Meeting" name="action_make_meeting" icon="gtk-redo" type="object"/>
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<field name="date" required="1"/>
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<field name="user_id"/>
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<field name="section_id" colspan="1" widget="selection" />
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<button string="Convert to Opportunity"
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name="%(phonecall2opportunity_act)d"
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icon="gtk-index" type="action"
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attrs="{'invisible':[('opportunity_id','!=',False)]}" />
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<label colspan="6" string=""/>
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<button string="Schedule Other Call"
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icon="terp-call-start"
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name="%(phonecall_to_phonecall_act)d"
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type="action" />
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</group>
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<group col="3" colspan="2">
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<separator colspan="3" string="Contacts" />
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id, email_from)" />
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<button string="Create a Partner"
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icon="terp-partner"
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name="%(action_crm_phonecall2partner)d"
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type="action"
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attrs="{'invisible':[('partner_id','!=',False)]}"
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groups="base.group_partner_manager" />
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<newline/>
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<field name="partner_address_id"
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on_change="onchange_partner_address_id(partner_address_id, email_from)" />
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<newline/>
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<field name="partner_mobile" />
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization" />
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<field name="categ_id" widget="selection"
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domain="[('object_id.model', '=', 'crm.phonecall')]"
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string="Type" />
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<field name="priority"/>
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<field name="opportunity_id"/>
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</group>
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<separator string="Description" colspan="4" />
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<field name="description" nolabel="1" colspan="4" />
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<separator colspan="4" />
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<group col="8" colspan="4">
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<field name="state" select="1" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Not Held"
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states="open" type="object" icon="gtk-media-pause" />
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<button name="case_close" string="Held"
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states="open,draft,pending" type="object"
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icon="gtk-jump-to" />
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object"
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icon="gtk-convert" />
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</group>
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</form>
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</field>
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</page>
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</field>
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</record>
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</data>
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</openerp>
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