5
<!-- Add section_id (Sales Team) to res.partner -->
6
<record id="view_partners_form_crm1" model="ir.ui.view">
7
<field name="name">view.res.partner.form.crm.inherited1</field>
8
<field name="model">res.partner</field>
9
<field name="type">form</field>
10
<field name="inherit_id" ref="base.view_partner_form"/>
11
<field eval="18" name="priority"/>
12
<field name="arch" type="xml">
13
<field name="user_id" position="after">
14
<field name="section_id" completion="1" widget="selection"
15
groups="base.group_extended"/>
20
<record id="view_partners_tree_crm2" model="ir.ui.view">
21
<field name="name">view.res.partner.tree.crm.inherited2</field>
22
<field name="model">res.partner</field>
23
<field name="type">tree</field>
24
<field name="inherit_id" ref="base.view_partner_tree"/>
25
<field eval="18" name="priority"/>
26
<field name="arch" type="xml">
27
<field name="country" position="after">
28
<field name="section_id" completion="1" widget="selection"
29
groups="base.group_extended"/>
34
<record id="view_partners_form_crm3" model="ir.ui.view">
35
<field name="name">view.res.partner.search.crm.inherited3</field>
36
<field name="model">res.partner</field>
37
<field name="type">search</field>
38
<field name="inherit_id" ref="base.view_res_partner_filter"/>
39
<field eval="18" name="priority"/>
40
<field name="arch" type="xml">
41
<field name="category_id" position="after">
42
<field name="section_id" completion="1" widget="selection"
43
groups="base.group_extended"/>
48
<!-- Add History tabs to res.partner form -->
49
<record id="view_crm_partner_info_form1" model="ir.ui.view">
50
<field name="name">res.partner.crm.info.inherit1</field>
51
<field name="model">res.partner</field>
52
<field name="type">form</field>
53
<field name="inherit_id" ref="base.view_partner_form"/>
54
<field name="arch" type="xml">
55
<page string="History" position="inside">
56
<field name="opportunity_ids" colspan="4" nolabel="1">
57
<tree string="Leads and Opportunities" colors="blue:state=='pending';gray:state=='cancel'">
58
<field name="create_date"/>
61
<field name="stage_id"/>
62
<button name="stage_previous" string="Previous"
63
states="open,pending" type="object" icon="gtk-go-back" />
64
<button name="stage_next" string="Next"
65
states="open,pending" type="object"
66
icon="gtk-go-forward" />
67
<field name="user_id" />
68
<field name="state" />
69
<button name="case_cancel" string="Cancel"
70
states="draft,open,pending" type="object"
72
<button name="case_open" string="Open"
73
states="draft,pending" type="object"
74
icon="gtk-go-forward" />
75
<button name="case_close" string="Close"
76
states="open,draft,pending" type="object"
78
<button string="Convert to Opportunity"
79
name="convert_opportunity"
80
states="draft,open,pending" icon="gtk-index"
81
type="object" attrs="{'invisible':[('type','=','opportunity')]}" />
82
<button name="case_escalate" string="Escalate"
83
states="open,draft,pending" type="object"
87
<field name="meeting_ids" colspan="4" nolabel="1">
88
<tree string="Meetings" colors="gray:state in ('draft', 'cancel','done','pending')">
89
<field name="state" invisible="1"/>
90
<field name="user_id" string="Responsible"/>
91
<field name="name" string="Subject" />
92
<field name="date" string="Start Date" />
93
<field name="date_deadline" string="End Date"/>
96
<field name="phonecall_ids" colspan="4" nolabel="1">
97
<tree string="Phone Calls" colors="gray:state in ('draft', 'cancel','done','pending')">
98
<field name="date" string="Date"/>
99
<field name="name" string="Call Summary"/>
100
<field name="categ_id" widget="selection"/>
101
<field name="user_id"/>
102
<field name="state"/>
103
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
104
<button name="case_open" string="Todo" states="draft,pending" type="object" icon="gtk-go-forward"/>
105
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
106
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-media-pause"/>