Files
odoo_source/addons/crm/base_partner_merge_view.xml
T
Hitesh Trivedi 30a7ef804a [IMP] crm: usability improvements
Among various small fixes, some changes :
- correct computation of default sales team, located in sales_team with a
small code cleaning. Rely on this method everywhere it is necessary.
- add a configuration option to enable the use of leads in sales team;
otherwise it is hidden
- better display of alias in empty list help;
- add a menu for next activities, that are the opportunities with an action
whose deadline is near assigned to the current user;
- automatic update of aliases configuration on sales team, based on whether
they use leads and/or opportunities;
- add a wizard to log the lost reasong when deactivating a lead or an
opportunity
2015-08-11 10:56:09 +02:00

121 lines
7.0 KiB
XML

<?xml version="1.0" encoding="UTF-8"?>
<openerp>
<data>
<act_window id="action_partner_deduplicate"
res_model="base.partner.merge.automatic.wizard"
src_model="res.partner"
target="new"
multi="True"
key2="client_action_multi"
view_mode="form"
name="Deduplicate Contact"
context="{'default_state': 'option'}"
/>
<record model='ir.ui.view' id='base_partner_merge_automatic_wizard_form'>
<field name='name'>base.partner.merge.automatic.wizard.form</field>
<field name='model'>base.partner.merge.automatic.wizard</field>
<field name='arch' type='xml'>
<form string='Automatic Merge Wizard'>
<sheet>
<group attrs="{'invisible': [('state', '!=', 'finished')]}" col="1">
<h2>There is no more contacts to merge for this request...</h2>
<button name="%(action_partner_deduplicate)d" string="Deduplicate the other Contacts" class="oe_highlight"
type="action"/>
</group>
<p class="oe_grey" attrs="{'invisible': [('state', '!=', ('option'))]}">
Select the list of fields used to search for
duplicated records. If you select several fields,
Odoo will propose you to merge only those having
all these fields in common. (not one of the fields).
</p>
<group attrs="{'invisible': ['|', ('state', 'not in', ('selection', 'finished')), ('number_group', '=', 0)]}">
<field name="state" invisible="1" />
<field name="number_group"/>
</group>
<group string="Search duplicates based on duplicated data in"
attrs="{'invisible': [('state', 'not in', ('option',))]}">
<field name='group_by_email' />
<field name='group_by_name' />
<field name='group_by_is_company' />
<field name='group_by_vat' />
<field name='group_by_parent_id' />
</group>
<group string="Exclude contacts having"
attrs="{'invisible': [('state', 'not in', ('option',))]}">
<field name='exclude_contact' />
<field name='exclude_journal_item' />
</group>
<separator string="Options" attrs="{'invisible': [('state', 'not in', ('option',))]}"/>
<group attrs="{'invisible': [('state', 'not in', ('option','finished'))]}">
<field name='maximum_group' attrs="{'readonly': [('state', 'in', ('finished'))]}"/>
</group>
<separator string="Merge the following contacts"
attrs="{'invisible': [('state', 'in', ('option', 'finished'))]}"/>
<group attrs="{'invisible': [('state', 'in', ('option', 'finished'))]}" col="1">
<p class="oe_grey">
Selected contacts will be merged together.
All documents linked to one of these contacts
will be redirected to the destination contact.
You can remove contacts from this list to avoid merging them.
</p>
<group col="2">
<field name="dst_partner_id" domain="[('id', 'in', partner_ids and partner_ids[0] and partner_ids[0][2] or False)]" attrs="{'required': [('state', '=', 'selection')]}"/>
</group>
<field name="partner_ids" nolabel="1">
<tree string="Partners">
<field name="id" />
<field name="display_name" />
<field name="email" />
<field name="is_company" />
<field name="vat" />
<field name="country_id" />
</tree>
</field>
</group>
</sheet>
<footer>
<button name='merge_cb' string='Merge Contacts'
class='oe_highlight'
type='object'
attrs="{'invisible': [('state', 'in', ('option', 'finished' ))]}"
/>
<button name='next_cb' string='Skip these contacts'
type='object' class='oe_link'
attrs="{'invisible': [('state', '!=', 'selection')]}" />
<button name='start_process_cb'
string='Merge with Manual Check'
type='object' class='oe_highlight'
attrs="{'invisible': [('state', '!=', 'option')]}" />
<button name='automatic_process_cb'
string='Merge Automatically'
type='object' class='oe_highlight'
confirm="Are you sure to execute the automatic merge of your contacts ?"
attrs="{'invisible': [('state', '!=', 'option')]}" />
<button name='update_all_process_cb'
string='Merge Automatically all process'
type='object'
confirm="Are you sure to execute the list of automatic merges of your contacts ?"
attrs="{'invisible': [('state', '!=', 'option')]}" />
<span class="or_cancel" attrs="{'invisible': [('state', '=', 'finished')]} ">or
<button name="close_cb" special="nosave" string="Cancel" type="object" class="oe_link oe_inline"/>
</span>
<span class="or_cancel" attrs="{'invisible': [('state', '!=', 'finished')]} ">
<button name="close_cb" special="nosave"
string="Close"
type="object"
class="oe_link oe_inline"/>
</span>
</footer>
</form>
</field>
</record>
<act_window id="action_partner_merge" res_model="base.partner.merge.automatic.wizard" src_model="res.partner"
target="new" multi="True" key2="client_action_multi" view_mode="form" name="Merge Selected Contacts"/>
</data>
</openerp>