commit Inicial

__init__.py

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+# -*- coding : utf-8 -*-
+from . import models

__openerp__.py

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+# -*- coding ;utf-8 -*-
+{
+    'name': 'Partner History CRM And ACCOUNT',
+    'author':  'Adrielso Kunert',
+    'version': '8.0.1.1.0',
+    'category': 'Sales',
+    'description': "Historial de cliente Iniciativas, oportunidad, llamadas telefónicas, reuniones, ventas y facturaciones",
+    'depends': [ 'sale','account','crm',],
+    'data': [ 'views/partner_view_sale.xml',
+    ],
+    'installable': True,
+}

models/__init__.py

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+# -*- coding : utf-8 -*-
+from . import res_partner

models/res_partner.py

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+# -*- coding: utf-8 -*-
+
+from openerp import fields, models
+
+class res_partner(models.Model):
+    _inherit = 'res.partner'
+
+    all_opportunity_ids = fields.One2many( 'crm.lead', 'partner_id', 'Leads and Opportunities', )

views/partner_view_sale.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+        <record id="view_sale_partner_form" model="ir.ui.view">
+            <field name="name">view.sale.partner.form</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_form"/>
+            <field name="arch" type="xml">
+                <notebook>
+                    <page string="Hitorial de Cliente">
+                    <notebook>
+                      <!--  Iniciativas y Oportunidades  -->
+                      <page string=" Iniciativas y Oportunidades ">
+                          <group col="1">
+                            <field name="all_opportunity_ids" readonly="1" nolabel='1'>
+                            </field>
+                          </group>
+                      </page>
+
+                      <!-- Llamadas telefónicas  -->
+                      <page string=" Llamadas telefónicas ">
+                          <group col="1">
+                            <field name="phonecall_ids" readonly="1" nolabel='1'>
+                            </field>
+                          </group>
+                      </page>
+
+                       <!-- Reuniones  -->
+                       <page string=" Reuniones ">
+                           <group col="1">
+                             <field name="meeting_ids" readonly="1" nolabel='1'>
+                             </field>
+                           </group>
+                       </page>
+
+                      <!--ventas-->
+                      <page string="Ventas">
+                        <group col="1">
+                            <field name="sale_order_ids" readonly="1" nolabel='1'>
+                                <tree>
+                                    <field name="name"/>
+                                    <field name="date_order"/>
+                                    <field name="user_id"/>
+                                    <field name="amount_total" sum="Total"/>
+                                    <field name="state"/>
+                                </tree>
+                            </field>
+                        </group>
+                        </page>
+
+                        <!-- Facturacion -->
+                        <page string="Facturaciones">
+                          <group col="1">
+                              <field name="invoice_ids" readonly="1" nolabel='1'>
+                                  <tree>
+                                    <field name="number"/>
+                                    <field name="date_invoice"/>
+                                    <field name="user_id"/>
+                                    <field name="origin"/>
+                                    <field name="residual" sum="Saldo Pendiente"/>
+                                    <field name="amount_total" sum="Total"/>
+                                    <field name="state"/>
+                                  </tree>
+                              </field>
+                          </group>
+                          </page>
+                      </notebook>
+                    </page>
+            </notebook>
+            </field>
+        </record>
+    </data>
+</openerp>