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[IMP]: crm: Usability Improvements in search views and filters 

bzr revid: rpa@tinyerp.com-20100510070703-15tllshsqgyguq82
This commit is contained in:
rpa (Open ERP) 2010-05-10 12:37:03 +05:30
parent 84d8d9e1f5
commit 0b3051c170
15 changed files with 80 additions and 104 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

5
addons/crm/crm_lead_menu.xml
View File

@ -9,13 +9,16 @@
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{'search_default_current':1}</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="act_window_id" ref="crm_case_category_act_leads_all"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_all">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
@ -25,6 +28,8 @@
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1" />
<menuitem parent="base.menu_sales" name="Leads"
groups="base.group_extended"
id="menu_crm_case_categ0_act_leads"

4
addons/crm/crm_lead_view.xml
View File

@ -270,7 +270,7 @@
<search string="Search Leads">
<filter icon="terp-project"
string="Current"
default="1"
default="1" name="current"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-project"
string="Open"
@ -313,7 +313,7 @@
help="Show Sales Team"/>
</field>
<newline/>
<group expand="1" string="Group By..." colspan="14">
<group expand="0" string="Group By..." colspan="14">
<filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="State" icon="terp-crm" domain="[]" context="{'group_by':'state'}"/>
<filter string="Source" icon="terp-crm" domain="[]" context="{'group_by':'categ_id'}"/>

6
addons/crm/crm_meeting.py
View File

@ -55,7 +55,8 @@ class crm_meeting(osv.osv, crm_case):
select=True, help='Sales team to which Case belongs to.\
Define Responsible user and Email account for mail gateway.'),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'id': fields.integer('ID'),
# Meeting fields
'categ_id': fields.many2one('crm.case.categ', 'Meeting Type', \
domain="[('object_id.model', '=', 'crm.meeting')]", \
@ -74,7 +75,8 @@ class crm_meeting(osv.osv, crm_case):
}
_defaults = {
'state': lambda *a: 'draft',
'state': lambda *a: 'draft',
'active': lambda *a: 1,
}
def open_meeting(self, cr, uid, ids, context=None):

86
addons/crm/crm_meeting_menu.xml
View File

@ -12,7 +12,6 @@
domain="[('partner_id', '=', active_id)]"
/>
<record model="ir.actions.act_window" id="crm_case_categ_meet_create_partner">
<field name="context" eval="{'default_state':'draft'}"/>
</record>
@ -24,18 +23,21 @@
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_partner">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_partner">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet_partner">
<field name="sequence" eval="3"/>
<field name="view_mode">gantt</field>
@ -43,68 +45,36 @@
<field name="act_window_id" ref="crm_case_categ_meet_create_partner"/>
</record>
<act_window
id="crm_case_categ_meet_case"
name="Schedule a Meeting"
res_model="crm.meeting"
src_model="mailgate.thread"
view_mode="calendar,tree,form,gantt"
context="{'default_case_id': active_id, 'default_duration': 4.0}"
/>
<record model="ir.actions.act_window" id="crm_case_categ_meet_case">
<field name="context" eval="{'default_state':'draft'}"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet_case">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_case"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet_case">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_case"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_meet_case">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_case"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet_case">
<field name="sequence" eval="3"/>
<field name="view_mode">gantt</field>
<field name="view_id" ref="crm_case_gantt_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet_case"/>
</record>
<record model="ir.actions.act_window" id="crm_case_categ_meet">
<field name="name">Meetings</field>
<field name="res_model">crm.meeting</field>
<field name="view_mode">calendar,tree,form,gantt</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="context">{'search_default_current':1}</field>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet">
<field name="sequence" eval="1"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_meet">
<field name="sequence" eval="2"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form__meet">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_categ_meet"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_meet">
<field name="sequence" eval="1"/>
<field name="view_mode">gantt</field>
@ -136,43 +106,5 @@
name="Meeting Invitations" parent="crm.menu_meeting_sale"
sequence="10" action="action_view_attendee_form" />
<record model="ir.actions.act_window" id="crm_case_category_act_meetall3">
<field name="name">Next Meetings</field>
<field name="res_model">crm.meeting</field>
<field name="view_type">form</field>
<field name="view_mode">tree,calendar,form,gantt</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="domain"
eval="[('state','in',('pending','draft','open')),('date','>=',time.strftime('%Y-%m-%d'))]" />
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_view_meetall3">
<field name="sequence" eval="2"/>
<field name="view_mode">calendar</field>
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_meetall3">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_meetall3">
<field name="sequence" eval="3"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_gantt_view_meetall3">
<field name="sequence" eval="2"/>
<field name="view_mode">gantt</field>
<field name="view_id" ref="crm_case_gantt_view_meet"/>
<field name="act_window_id" ref="crm_case_category_act_meetall3"/>
</record>
</data>
</openerp>

24
addons/crm/crm_meeting_view.xml
View File

@ -263,12 +263,12 @@
<field name="arch" type="xml">
<search string="Search Meetings">
<group col="12" colspan="4">
<filter icon="terp-crm" string="My Meetings"
<filter icon="terp-project" name="current" string="Current"
domain="[('state','in',('draft', 'open'))]"
help="Current Meetings"/>
<filter icon="terp-partner" string="My Meetings"
domain="[('user_id','=',uid)]"
help="My Meetings" />
<filter icon="terp-crm" name="current" string="Current"
domain="[('state','in',('draft', 'open'))]"
help="Current Meetings"/>
<separator orientation="vertical"/>
<field name="name" select="1" string="Subject"/>
<field name="partner_id" select="1" />
@ -280,6 +280,22 @@
</field>
<field name="user_id" select="1" widget="selection"/>
</group>
<newline/>
<group expand="0" string="Group By..." colspan="16">
<filter string="Date" icon="terp-project"
domain="[]" context="{'group_by':'date'}" />
<filter string="Privacy" icon="terp-crm"
domain="[]" context="{'group_by':'class'}" />
<separator orientation="vertical" />
<filter string="Responsible" icon="terp-crm" domain="[]"
context="{'group_by':'user_id'}" />
<filter string="Partner" icon="terp-partner" domain="[]"
context="{'group_by':'partner_id'}" />
<separator orientation="vertical" />
<filter string="State" icon="terp-crm" domain="[]"
context="{'group_by':'state'}" />
<separator orientation="vertical" />
</group>
</search>
</field>
</record>

6
addons/crm/crm_opportunity_menu.xml
View File

@ -27,29 +27,35 @@
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form,graph</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{'search_default_current':1}</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_graph_view_oppor11">
<field name="sequence" eval="4"/>
<field name="view_mode">graph</field>
<field name="view_id" ref="crm_case_graph_view_opportunity"/>
<field name="act_window_id" ref="crm_case_category_act_oppor11"/>
</record>
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1" />
<menuitem name="Opportunities" id="menu_crm_case_opp"
parent="base.menu_sales" action="crm_case_category_act_oppor11"
sequence="2" />

4
addons/crm/crm_opportunity_view.xml
View File

@ -274,7 +274,7 @@
<search string="Search Opportunities">
<filter icon="terp-project"
string="Current"
default="1"
name="current"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-project"
string="Open"
@ -311,7 +311,7 @@
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="16">
<group expand="0" string="Group By..." colspan="16">
<filter string="Stage" icon="terp-crm" domain="[]"
context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-crm" domain="[]"

1
addons/crm/crm_phonecall.py
View File

@ -84,6 +84,7 @@ class crm_phonecall(osv.osv, crm_case):
'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
'state': lambda *a: 'draft',
'active': lambda *a: 1,
}
# From crm.case

2
addons/crm/crm_phonecall_view.xml
View File

@ -277,7 +277,7 @@
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="4">
<group expand="0" string="Group By..." colspan="4">
<filter string="Partner" icon="terp-crm" domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-crm"

1
addons/crm/wizard/crm_phonecall_to_opportunity.py
View File

@ -97,7 +97,6 @@ Call Could not convert into Opportunity"))
'type': 'opportunity',
'phone': case.partner_phone or False,
})
new_opportunity = opp_obj.browse(cr, uid, new_opportunity_id)
vals = {
'partner_id': this.partner_id.id,
'opportunity_id' : new_opportunity_id,

4
addons/crm_claim/crm_claim_view.xml
View File

@ -251,7 +251,7 @@
<field name="arch" type="xml">
<search string="Search Claims">
<filter icon="gtk-new" string="Current"
domain="[('state','in',('draft', 'open'))]"
domain="[('state','in',('draft', 'open'))]" name="current"
separator="1" help="Current Claims" default="1"
/>
<filter icon="gtk-execute"
@ -283,7 +283,7 @@
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="10" col="20">
<group expand="0" string="Group By..." colspan="10" col="20">
<filter string="Deadline" icon="terp-crm"
domain="[]"
context="{'group_by':'date_deadline'}" />

1
addons/crm_fundraising/crm_fundraising.py
View File

@ -31,6 +31,7 @@ class crm_fundraising(osv.osv, crm.crm_case):
_inherit ='mailgate.thread'
_columns = {
'id': fields.integer('ID'),
'name': fields.char('Name', size=128, required=True),
'description': fields.text('Description'),
'create_date': fields.datetime('Creation Date' , readonly=True),

1
addons/crm_fundraising/crm_fundraising_menu.xml
View File

@ -12,6 +12,7 @@
<field name="name">Funds</field>
<field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field>
<field name="context">{"search_default_current":1}</field>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
</record>

37
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -60,7 +60,6 @@
<field name="arch" type="xml">
<tree string="Funds Tree"
colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="id" />
<field name="name" string="Fund Description" />
<field name="categ_id" />
<field name="type_id" string="Payment Mode" />
@ -68,6 +67,7 @@
<field name="probability" />
<field name="user_id" />
<field name="state" />
<field name="partner_id" invisible="1"/>
<button name="case_close" string="Done"
states="open,draft,pending" type="object"
icon="gtk-close" />
@ -261,23 +261,23 @@
<field name="arch" type="xml">
<search string="Search Funds">
<group col='6' colspan='4'>
<filter icon="gtk-new" string="Current"
domain="[('state','in',('draft', 'open'))]" name="current"
help="Current Funds" />
<filter icon="gtk-yes" string="Open"
domain="[('state','=','open')]"
help="Open Funds" />
<filter icon="gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
help="Pending Funds" />
<separator orientation="vertical" />
<filter icon="terp-partner" string="My Funds"
default="1" domain="[('user_id','=',uid)]"
separator="1"
help="Funds Related to Current User"
/>
<separator orientation="vertical" />
<filter icon="gtk-new" string="Current Funds"
domain="[('state','in',('draft', 'open'))]"
help="Current Funds" />
<filter icon="gtk-yes" string="Open Funds"
domain="[('state','=','open')]"
help="Open Funds" />
<filter icon="gtk-media-pause"
string="Pending Funds"
domain="[('state','=','pending')]"
help="Pending Funds" />
<separator orientation="vertical" />
<field name="state" select="1" />
<field name="name" select='1'
string="Fund Description" />
@ -293,6 +293,19 @@
help="My section" />
</field>
</group>
<newline/>
<group expand="0" string="Group By..." colspan="10" col="20">
<filter string="Partner" icon="terp-partner"
domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-crm"
domain="[]"
context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<filter string="Type" icon="terp-project"
domain="[]"
context="{'group_by':'type_id'}" />
</group>
</search>
</field>
</record>

2
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -240,7 +240,7 @@
help="My section" />
</field>
<newline/>
<group expand="1" string="Group By..." colspan="12" col="20">
<group expand="0" string="Group By..." colspan="12" col="20">
<filter string="Customer" icon="terp-crm"
domain="[]" context="{'group_by':'partner_id'}" />
<filter string="State" icon="terp-crm" domain="[]"