Files
odoo_source/addons/project/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

23 lines
1.1 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Partners inherited form -->
<record id="view_task_partner_info_form" model="ir.ui.view">
<field name="name">res.partner.task.buttons</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="priority" eval="7"/>
<field name="groups_id" eval="[(4, ref('project.group_project_user'))]"/>
<field name="arch" type="xml">
<button name="toggle_active" position="before">
<button class="oe_stat_button" type="action" name="%(project_task_action_from_partner)d"
context="{'search_default_partner_id': active_id, 'default_partner_id': active_id}" attrs="{'invisible': [('task_count', '=', 0)]}"
icon="fa-tasks">
<field string="Tasks" name="task_count" widget="statinfo"/>
</button>
</button>
</field>
</record>
</odoo>