odoo/addons/crm/res_partner_view.xml

115 lines
6.1 KiB
XML
Raw Normal View History

<?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>
</field>
</record>
<!-- Add History tabs to res.partner form -->
<record id="view_crm_partner_info_form1" model="ir.ui.view">
<field name="name">res.partner.crm.info.inherit1</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">
<page string="History" position="inside">
<field name="opportunity_ids" colspan="4" nolabel="1">
<tree string="Leads and Opportunities" colors="blue:state=='pending';gray:state=='cancel'">
<field name="create_date"/>
<field name="name"/>
<field name="type"/>
<field name="stage_id"/>
<button name="stage_previous" string="Previous"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="user_id" />
<field name="state" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
states="draft,open,pending" icon="gtk-index"
type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
icon="gtk-go-up" />
</tree>
</field>
<field name="meeting_ids" colspan="4" nolabel="1">
<tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
<field name="state" invisible="1"/>
<field name="user_id" string="Responsible"/>
<field name="name" string="Subject" />
<field name="date" string="Start Date" />
<field name="date_deadline" string="End Date"/>
</tree>
</field>
<field name="phonecall_ids" colspan="4" nolabel="1">
<tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="categ_id" widget="selection"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_open" string="Todo" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>
</tree>
</field>
</page>
</field>
</record>
</data>
</openerp>