odoo/addons/crm/res_partner_view.xml

113 lines
5.1 KiB
XML

<?xml version="1.0"?>
<openerp>
<data>
<!-- Add section_id (Sales Team) to res.partner -->
<record id="view_partners_form_crm1" model="ir.ui.view">
<field name="name">view.res.partner.form.crm.inherited1</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="section_id" completion="1" widget="selection"/>
</field>
</field>
</record>
<record id="view_partners_tree_crm2" model="ir.ui.view">
<field name="name">view.res.partner.tree.crm.inherited2</field>
<field name="model">res.partner</field>
<field name="type">tree</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="phone" position="after">
<field name="section_id" completion="1" widget="selection"/>
</field>
</field>
</record>
<record id="view_partners_form_crm3" model="ir.ui.view">
<field name="name">view.res.partner.search.crm.inherited3</field>
<field name="model">res.partner</field>
<field name="type">search</field>
<field name="inherit_id" ref="base.view_res_partner_filter"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="category_id" position="after">
<field name="section_id" completion="1" widget="selection"/>
</field>
<xpath expr="//field[@name='user_id']" position="after">
<field name="country_id"/>
</xpath>
</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}"
/>
<!-- 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>
<field name="type">kanban</field>
<field name="inherit_id" ref="base.res_partner_kanban_view"/>
<field name="arch" type="xml">
<field name="mobile" position="after">
<field name="opportunity_count"/>
<field name="meeting_count"/>
</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>
</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>
</a>
</xpath>
</field>
</record>
<record model="ir.ui.view" id="res_partner_view_buttons">
<field name="name">res.partner.view.buttons</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<xpath expr="//div[@name='buttons']" position="inside">
<button type="action"
string="Schedule a Meeting"
name="%(crm.crm_case_categ_meet_create_partner)d"
context="{'default_partner_id': [active_id], 'default_duration': 4.0}"/>
<button type="action" string="Schedule a Call"
name="%(crm.crm_case_categ_phone_create_partner)d"
context="{'search_default_partner_id': [active_id], 'default_duration': 1.0}" />
<button type="action" string="Opportunities"
context="{'search_default_partner_id': [active_id]}"
name="%(crm.action_view_crm_partner2opportunity)d" />
</xpath>
</field>
</record>
</data>
</openerp>