121 lines
6.1 KiB
XML
121 lines
6.1 KiB
XML
<?xml version="1.0"?>
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<flectra>
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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</field>
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<field name="context">{'default_partner_ids': [active_id], 'search_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 id="relate_partner_opportunities" model="ir.actions.act_window">
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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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'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 log activities 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 id="relate_partner_opportunities_kanban" model="ir.actions.act_window.view">
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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 id="relate_partner_opportunities_tree" model="ir.actions.act_window.view">
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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 id="relate_partner_opportunities_form" model="ir.actions.act_window.view">
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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 id="crm_lead_partner_kanban_view" model="ir.ui.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="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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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[hasclass('oe_kanban_partner_links')]" position="inside">
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<span class="badge" t-if="record.opportunity_count.value>0"><i class="fa fa-fw fa-star"/><t t-esc="record.opportunity_count.value"/></span>
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<span class="badge" t-if="record.meeting_count.value>0"><i class="fa fa-fw fa-calendar"/><t t-esc="record.meeting_count.value"/></span>
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</xpath>
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</field>
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</record>
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<!-- tree view of crm.activity.report -->
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<record id="crm_activity_report_view_tree" model="ir.ui.view">
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<field name="name">crm.activity.report.tree</field>
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<field name="model">crm.activity.report</field>
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<field name="arch" type="xml">
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<tree delete="false" create="false">
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<field name="author_id"/>
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<field name="subtype_id"/>
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<field name="subject"/>
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<field name="date"/>
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</tree>
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</field>
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</record>
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<!-- Add 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="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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<field name="arch" type="xml">
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<data>
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<button name="toggle_active" position="before">
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<button class="oe_stat_button o_res_partner_tip_opp" type="action"
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attrs="{'invisible': [('customer', '=', False)]}"
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name="%(crm.crm_lead_opportunities)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_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, 'partner_name': name}">
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<field string="Meetings" name="meeting_count" widget="statinfo"/>
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</button>
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</button>
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</data>
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</field>
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</record>
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</flectra>
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