Martin Trigaux
9905261108
Accessing the phonecall and the lead do not require the same permissions so should not be computed in the same method. The effect of the multi was already lost as the phonecall_count was already computed in another loop. Add the phonecall_count button in a second view to make the computation only if the user has the requried access rights. Fixes #2458
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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