155 lines
7.9 KiB
XML
155 lines
7.9 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Add section_id (Sales Team) to res.partner -->
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<record id="view_partners_form_crm1" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited1</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 eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="user_id" position="after">
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<field name="section_id" completion="1" widget="selection"/>
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</field>
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</field>
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</record>
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<record id="view_partners_tree_crm2" model="ir.ui.view">
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<field name="name">view.res.partner.tree.crm.inherited2</field>
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<field name="model">res.partner</field>
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<field name="type">tree</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="phone" position="after">
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<field name="section_id" completion="1" widget="selection"/>
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</field>
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</field>
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</record>
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<record id="view_partners_form_crm3" model="ir.ui.view">
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<field name="name">view.res.partner.search.crm.inherited3</field>
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<field name="model">res.partner</field>
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<field name="type">search</field>
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<field name="inherit_id" ref="base.view_res_partner_filter"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<field name="category_id" position="after">
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<field name="section_id" completion="1" widget="selection"/>
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</field>
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</field>
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</record>
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<act_window
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id="crm_meeting_partner"
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name="Meetings"
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res_model="crm.meeting"
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src_model="res.partner"
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view_mode="calendar,tree,form,gantt"
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context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
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/>
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<act_window
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id="act_res_partner_2_opportunity"
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name="Opportunities"
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res_model="crm.lead"
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src_model="res.partner"
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view_mode="kanban,tree,form,graph,calendar"
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domain="[('type','=','opportunity')]"
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context="{'search_default_partner_id': [active_id],'default_partner_id': active_id}"
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/>
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<!-- Partner kanban view inherte -->
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<record model="ir.ui.view" id="crm_lead_partner_kanban_view">
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<field name="name">res.partner.kanban.inherit</field>
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<field name="model">res.partner</field>
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<field name="type">kanban</field>
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<field name="inherit_id" ref="base.res_partner_kanban_view"/>
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<field name="arch" type="xml">
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<field name="mobile" position="after">
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<field name="opportunity_count"/>
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<field name="meeting_count"/>
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</field>
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<xpath expr="//h4[@class='oe_partner_heading']" position="after">
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<a name="%(act_res_partner_2_opportunity)d" type="action">
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<t t-if="record.opportunity_count.value">Opportunities(<t t-esc="record.opportunity_count.value"/>)</t>
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</a>
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<a name="%(crm_meeting_partner)d" type="action">
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<t t-if="record.meeting_count.value">Meetings(<t t-esc="record.meeting_count.value"/>)</t>
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</a>
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</xpath>
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</field>
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</record>
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<!-- Add History tabs to res.partner 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">
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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">
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<tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
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<field name="state" invisible="1"/>
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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">
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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" 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="Todo" 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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</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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