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[IMP] crm: updated crm_meeting and crm_phonecall, to have Inbox filter for needaction. 

bzr revid: tde@openerp.com-20120621104640-qsptqc62eyxzskl4
This commit is contained in:
Thibault Delavallée 2012-06-21 12:46:40 +02:00
parent 53b12f3fae
commit 3b74f505e1
3 changed files with 111 additions and 99 deletions
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2
addons/crm/crm_lead_view.xml
View File

@ -549,7 +549,6 @@
<field name="type">tree</field> <field name="type">tree</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)"> <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
<field name="needaction_pending" invisible="1"/>
<field name="date_deadline" invisible="1"/> <field name="date_deadline" invisible="1"/>
<field name="create_date" groups="base.group_no_one"/> <field name="create_date" groups="base.group_no_one"/>
<field name="name" string="Opportunity"/> <field name="name" string="Opportunity"/>
@ -568,6 +567,7 @@
<field name="priority" invisible="1"/> <field name="priority" invisible="1"/>
<field name="categ_id" invisible="1"/> <field name="categ_id" invisible="1"/>
<field name="state" groups="base.group_no_one"/> <field name="state" groups="base.group_no_one"/>
<field name="needaction_pending" invisible="1"/>
</tree> </tree>
</field> </field>
</record> </record>

34
addons/crm/crm_meeting_view.xml
View File

@ -234,7 +234,6 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<tree string="Meetings" fonts="bold:needaction_pending==True" <tree string="Meetings" fonts="bold:needaction_pending==True"
colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')"> colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="needaction_pending" invisible="1"/>
<field name="name" string="Subject" /> <field name="name" string="Subject" />
<field name="user_id"/> <field name="user_id"/>
<field name="date"/> <field name="date"/>
@ -243,6 +242,7 @@
<field name="partner_id" string="Partner" /> <field name="partner_id" string="Partner" />
<field name="location" /> <field name="location" />
<field name="categ_id"/> <field name="categ_id"/>
<field name="needaction_pending" invisible="1"/>
</tree> </tree>
</field> </field>
</record> </record>
@ -282,20 +282,24 @@
<field name="model">crm.meeting</field> <field name="model">crm.meeting</field>
<field name="type">search</field> <field name="type">search</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search string="Search Meetings"> <search string="Search Meetings">
<group> <filter icon="terp-mail-message-new"
<field name="name" string="Meeting / Partner" string="Inbox" help="Unread messages"
filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/> name="needaction_pending"
<field name="user_id"> domain="[('needaction_pending','=',True)]"/>
<filter icon="terp-personal" <group>
domain="[('user_id','=',uid)]" <field name="name" string="Meeting / Partner"
help="My Meetings" /> filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/>
</field> <field name="user_id">
<field name="partner_id"/> <filter icon="terp-personal"
</group> domain="[('user_id','=',uid)]"
</search> help="My Meetings" />
</field> </field>
</record> <field name="partner_id"/>
</group>
</search>
</field>
</record>
<!-- Calendar Attendee Form View --> <!-- Calendar Attendee Form View -->

174
addons/crm/crm_phonecall_view.xml
View File

@ -154,7 +154,7 @@
</field> </field>
</record> </record>
<!-- Phonecalls Calendar View --> <!-- Phonecalls Calendar View -->
<record model="ir.ui.view" id="crm_case_phone_calendar_view"> <record model="ir.ui.view" id="crm_case_phone_calendar_view">
<field name="name">CRM - Phone Calls Calendar</field> <field name="name">CRM - Phone Calls Calendar</field>
@ -169,55 +169,59 @@
</field> </field>
</record> </record>
<!-- Phonecalls Search View --> <!-- Phonecalls Search View -->
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view"> <record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Phone Calls Search</field> <field name="name">CRM - Phone Calls Search</field>
<field name="model">crm.phonecall</field> <field name="model">crm.phonecall</field>
<field name="type">search</field> <field name="type">search</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search string="Search Phonecalls"> <search string="Search Phonecalls">
<filter icon="terp-go-today" string="Today" <filter icon="terp-mail-message-new"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), string="Inbox" help="Unread messages"
('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]" name="needaction_pending"
name="today" domain="[('needaction_pending','=',True)]"/>
help="Todays's Phonecalls" <separator orientation="vertical"/>
/> <filter icon="terp-go-today" string="Today"
<filter icon="terp-go-week" domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
string="7 Days" ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
help="Phonecalls during last 7 days" name="today"
domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]" help="Todays's Phonecalls"
/> />
<filter icon="terp-go-week"
<separator orientation="vertical"/> string="7 Days"
<field name="name"/> help="Phonecalls during last 7 days"
<field name="partner_id"/> domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
<field name="user_id"> />
<filter icon="terp-personal-" <separator orientation="vertical"/>
domain="[('user_id','=',False)]" <field name="name"/>
help="Unassigned Phonecalls" /> <field name="partner_id"/>
</field> <field name="user_id">
<field name="section_id" <filter icon="terp-personal-"
widget="selection" string="Sales Team"> domain="[('user_id','=',False)]"
<filter icon="terp-personal+" help="Unassigned Phonecalls" />
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" </field>
help="My Sales Team(s)" /> <field name="section_id"
</field> widget="selection" string="Sales Team">
<newline/> <filter icon="terp-personal+"
<group expand="0" string="Group By..."> domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
<filter string="Partner" icon="terp-partner" domain="[]" help="My Sales Team(s)" />
context="{'group_by':'partner_id'}" /> </field>
<filter string="Responsible" icon="terp-personal" <newline/>
domain="[]" context="{'group_by':'user_id'}" /> <group expand="0" string="Group By...">
<separator orientation="vertical" /> <filter string="Partner" icon="terp-partner" domain="[]"
<filter string="Creation" icon="terp-go-month" help="Creation Date" context="{'group_by':'partner_id'}" />
domain="[]" context="{'group_by':'create_date'}" /> <filter string="Responsible" icon="terp-personal"
<filter string="Date" icon="terp-go-month" domain="[]" domain="[]" context="{'group_by':'user_id'}" />
context="{'group_by':'date'}" help="Date of Call" /> <separator orientation="vertical" />
</group> <filter string="Creation" icon="terp-go-month" help="Creation Date"
</search> domain="[]" context="{'group_by':'create_date'}" />
<filter string="Date" icon="terp-go-month" domain="[]"
context="{'group_by':'date'}" help="Date of Call" />
</group>
</search>
</field> </field>
</record> </record>
<!-- Scheduled a phonecall search view--> <!-- Scheduled a phonecall search view-->
<record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view"> <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Scheduled Calls Search</field> <field name="name">CRM - Scheduled Calls Search</field>
@ -225,47 +229,51 @@
<field name="type">search</field> <field name="type">search</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search string="Scheduled Phonecalls"> <search string="Scheduled Phonecalls">
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/> <filter icon="terp-mail-message-new"
<separator orientation="vertical"/> string="Inbox" help="Unread messages"
<filter icon="terp-go-today" string="Today" name="needaction_pending"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), domain="[('needaction_pending','=',True)]"/>
('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]" <separator orientation="vertical"/>
name="today" <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
help="Todays's Phonecalls" <separator orientation="vertical"/>
/> <filter icon="terp-go-today" string="Today"
<filter icon="terp-go-week" domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
string="7 Days" ('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
help="Phonecalls during last 7 days" name="today"
domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]" help="Todays's Phonecalls"
/> />
<filter icon="terp-go-week"
<separator orientation="vertical"/> string="7 Days"
<field name="name"/> help="Phonecalls during last 7 days"
<field name="partner_id"/> domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
<field name="user_id"> />
<filter icon="terp-personal-" <separator orientation="vertical"/>
domain="[('user_id','=',False)]" <field name="name"/>
help="Unassigned Phonecalls" /> <field name="partner_id"/>
</field> <field name="user_id">
<field name="section_id" <filter icon="terp-personal-"
widget="selection" string="Sales Team"> domain="[('user_id','=',False)]"
<filter icon="terp-personal+" help="Unassigned Phonecalls" />
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" </field>
help="My Sales Team(s)" /> <field name="section_id"
</field> widget="selection" string="Sales Team">
<newline/> <filter icon="terp-personal+"
<group expand="0" string="Group By..."> domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
<filter string="Partner" icon="terp-partner" domain="[]" help="My Sales Team(s)" />
context="{'group_by':'partner_id'}" /> </field>
<filter string="Responsible" icon="terp-personal" <newline/>
domain="[]" context="{'group_by':'user_id'}" /> <group expand="0" string="Group By...">
<separator orientation="vertical" /> <filter string="Partner" icon="terp-partner" domain="[]"
<filter string="Creation" icon="terp-go-month" help="Creation Date" context="{'group_by':'partner_id'}" />
domain="[]" context="{'group_by':'create_date'}" /> <filter string="Responsible" icon="terp-personal"
<filter string="Date" icon="terp-go-month" domain="[]" domain="[]" context="{'group_by':'user_id'}" />
context="{'group_by':'date'}" help="Date of Call" /> <separator orientation="vertical" />
</group> <filter string="Creation" icon="terp-go-month" help="Creation Date"
</search> domain="[]" context="{'group_by':'create_date'}" />
<filter string="Date" icon="terp-go-month" domain="[]"
context="{'group_by':'date'}" help="Date of Call" />
</group>
</search>
</field> </field>
</record> </record>