Files
odoo_source/addons/payment/views/res_partner_views.xml
T
sed-odoo f56ad6daf8 [IMP] base,*: Improve the res.partner form view UX
Purpose
=======

The Contact form is one of the most used/important view. It is quite
important to find the piece of information easily and to navigate in
a few clicks to the related views.

Specification
=============

Stat buttons
------------

- Restructure stat buttons with the following order:
Opportunities  -> sales user
Meetings    -> sales users
Sales    -> Sales users
POS Sales -> pos users
Subscriptions   -> Subscription users
Events    -> event user
Tasks -> project user
TIckets -> helpdesk user
Purchases   -> purchase user
Due -> billing: user
Invoiced     -> billing: user
Vendor Bills -> billing: user
Customer/Vendor Partner Ledger -> accounting: billing
Analytic Accounts -> accounting: billing
Credit Cards -> sales user
Direct Debit Mandates -> accounting: billing user
Publish
- Use better/more relevant icons
- Check that the proper access rights are set
- Remove the bank accounts stat buttons and replace it by a one2many
  tree on the Invoicing page.

Fields
------

Move some res.partner fields from the "Accouting" page to the
"sale & Purchase" page:
- Fiscal positions
- Payment terms

Miscellaneous
-------------

- Remove dead code.
- Display nothing instead "Please complete customer's informations and email"
  on the popup when sending an email to a contact without email address.
2018-07-04 15:43:25 +02:00

30 lines
1.4 KiB
XML

<?xml version="1.0"?>
<odoo>
<data>
<!-- Add creditcard to res.partner -->
<record id="view_partners_form_payment_defaultcreditcard" model="ir.ui.view">
<field name="name">view.res.partner.form.payment.defaultcreditcard</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="priority" eval="15"/>
<field name="arch" type="xml">
<button name="toggle_active" position="before">
<button type="action" class="oe_stat_button"
icon="fa-credit-card"
name="%(payment.payment_token_action)d"
groups="sales_team.group_sale_salesman"
context="{'search_default_partner_id': active_id}">
<div class="o_form_field o_stat_info">
<span class="o_stat_value">
<field name="payment_token_count" widget="statinfo" nolabel="1"/>
</span>
<span class="o_stat_text">Credit card(s)</span>
</div>
</button>
</button>
</field>
</record>
</data>
</odoo>