135 lines
6.8 KiB
XML
135 lines
6.8 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- open meetings related to given partner -->
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<record id="calendar_event_partner" model="ir.actions.act_window">
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<field name="name">Meetings</field>
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<field name="src_model">res.partner</field>
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<field name="res_model">calendar.event</field>
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<field name="view_mode">calendar,tree,form,gantt</field>
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<field name="context">{'default_partner_ids': [active_id]}</field>
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</record>
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<!-- open opportunities related to given partner -->
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<record model="ir.actions.act_window" id="relate_partner_opportunities">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,form,graph,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'search_default_partner_id': active_id,
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'stage_type': 'opportunity',
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'default_type': 'opportunity'
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}</field>
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<field name="view_id" eval="False"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create an opportunity related to this customer.
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</p><p>
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Use opportunities to keep track of your sales pipeline, follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window.view" id="relate_partner_opportunities_kanban">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="relate_partner_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="relate_partner_opportunities_tree">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="relate_partner_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="relate_partner_opportunities_form">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="relate_partner_opportunities"/>
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</record>
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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="inherit_id" ref="base.res_partner_kanban_view"/>
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<field name="priority" eval="10"/>
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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="//div[@class='oe_kanban_partner_links']" position="inside">
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<a name="%(relate_partner_opportunities)d" type="action" t-if="record.opportunity_count.value>0">
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<t t-esc="record.opportunity_count.value"/> Opportunities
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</a>
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<a name="%(calendar_event_partner)d" type="action" t-if="record.meeting_count.value>0">
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<t t-esc="record.meeting_count.value"/> Meetings
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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 section_id (SalesTeam) and contextual button on partner form view -->
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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="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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<data>
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<field name="user_id" position="after">
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<field name="section_id" completion="1" groups="base.group_multi_salesteams"/>
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</field>
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<xpath expr="//div[@name='buttons']" position="inside">
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<button class="oe_inline oe_stat_button" type="action"
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attrs="{'invisible': [('customer', '=', False)]}"
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name="%(crm.crm_case_category_act_oppor11)d"
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icon="fa-star"
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context="{'search_default_partner_id': active_id}">
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<field string="Opportunities" name="opportunity_count" widget="statinfo"/>
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</button>
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<button class="oe_inline oe_stat_button" type="object"
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name="schedule_meeting"
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icon="fa-calendar"
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context="{'partner_id': active_id}">
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<field string="Meetings" name="meeting_count" widget="statinfo"/>
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</button>
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</xpath>
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</data>
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</field>
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</record>
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<!-- second view due to access rights required to compute phonecall_count -->
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<record id="view_partners_form_crm_calls" model="ir.ui.view">
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<field name="name">view.res.partner.form.crm.inherited.calls</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="groups_id" eval="[(4, ref('base.group_sale_manager')), (4, ref('base.group_partner_manager'))]"/>
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<field eval="18" name="priority"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//div[@name='buttons']" position="inside">
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<button class="oe_inline oe_stat_button" type="action"
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name="%(crm.crm_case_categ_phone_incoming0)d"
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icon="fa-phone"
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context="{'search_default_partner_id': active_id, 'default_duration': 1.0}">
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<field string="Calls" name="phonecall_count" widget="statinfo"/>
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</button>
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</xpath>
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</data>
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</field>
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</record>
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</data>
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</openerp>
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