Files
odoo_source/addons/mail/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

78 lines
3.9 KiB
XML

<?xml version="1.0" ?>
<odoo>
<data>
<record id="res_partner_view_form_inherit_mail" model="ir.ui.view">
<field name="name">res.partner.view.form.inherit.mail</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='sales_purchases']//field[@name='user_id']" position="after">
<field name="opt_out" string="Mailing Opt-Out" groups="base.group_no_one"/>
<field name="message_bounce" groups="base.group_no_one"/>
</xpath>
<xpath expr="//sheet" position="after">
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="activity_ids" widget="mail_activity"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</xpath>
</field>
</record>
<record id="res_partner_view_search_inherit_mail" model="ir.ui.view">
<field name="name">res.partner.view.search.inherit.mail</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_res_partner_filter"/>
<field name="arch" type="xml">
<filter name="supplier" position="after">
<separator />
<filter string="My Activities" name="activities_my"
domain="[('activity_ids.user_id', '=', uid)]"/>
<separator/>
<filter string="Late Activities" name="activities_overdue"
domain="[('activity_ids.date_deadline', '&lt;', context_today().strftime('%Y-%m-%d'))]"
help="Show all records which has next action date is before today"/>
<filter string="Today Activities" name="activities_today"
domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
<filter string="Future Activities" name="activities_upcoming_all"
domain="[('activity_ids.date_deadline', '&gt;', context_today().strftime('%Y-%m-%d'))
]"/>
<separator/>
</filter>
</field>
</record>
<!--Definition of an email template with an empty body that will be used in partner mailing. Used to give a
basis for email recipients, name and to ease the definition of a further elaborated template. -->
<record id="email_template_partner" model="mail.template">
<field name="name">Partner Mass Mail</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="auto_delete" eval="True"/>
<field name="partner_to">${object.id}</field>
</record>
<!-- Replace the default mass-mailing wizard in base with the composition wizard -->
<act_window name="Send Email"
res_model="mail.compose.message"
src_model="res.partner"
view_mode="form"
multi="True"
target="new"
key2="client_action_multi"
id="action_partner_mass_mail"
context="{
'default_composition_mode': 'mass_mail',
'default_partner_to': '${object.id or \'\'}',
'default_use_template': True,
'default_template_id': ref('email_template_partner'),
}"/>
<record id="email_template_partner" model="mail.template">
<field name="ref_ir_act_window" ref="action_partner_mass_mail"/>
</record>
</data>
</odoo>