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[MERGE] crm_*: Improve search view 

bzr revid: psi@tinyerp.com-20120620083819-i71ok1utlbeatm45
This commit is contained in:
Purnendu Singh (OpenERP) 2012-06-20 14:08:19 +05:30
parent f84a9ad6cb 4f3cdf111c
commit 59338eadcf
10 changed files with 63 additions and 71 deletions
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53
addons/crm/crm_lead_view.xml
View File

@ -13,7 +13,7 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Stage Search">
<field name="name"/>
<field name="name" string="Stage Name" filter_domain="[('name','ilike',self)]"/>
<field name="state"/>
<field name="type"/>
</search>
@ -310,6 +310,12 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
<field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
<!-- subjects is not set as store=True so, it is placed outside filter_domain-->
<field name="subjects"/>
<separator orientation="vertical"/>
<field name="create_date"/>
<separator orientation="vertical"/>
<filter icon="terp-check"
string="New"
name="new" help="New Leads"
@ -322,8 +328,6 @@
string="Pending"
name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<filter string="Unassigned Leads"
icon="terp-personal-"
domain="[('user_id','=', False)]"
@ -334,22 +338,11 @@
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="Leads that are assigned to one of the sale teams I manage, or to me"/>
<separator orientation="vertical"/>
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
<field name="name" string="Lead / Customer"
filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
<field name="user_id"/>
<field name="subjects"/>
<field name="section_id" widget="selection"
context="{'invisible_section': False}"/>
<field name="country_id" context="{'invisible_country': False}"/>
<separator orientation="vertical"/>
<field name="country_id" context="{'invisible_country': False}">
<filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
</field>
<field name="create_date"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
@ -368,6 +361,15 @@
<filter string="Creation" help="Create date" icon="terp-go-month"
domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
</group>
<separator orientation="vertical"/>
<group string="Display">
<filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</group>
</search>
</field>
</record>
@ -560,6 +562,9 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<field name="name" string="Opportunity / Customer"
filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
<separator orientation="vertical"/>
<filter icon="terp-check"
string="New" help="New Opportunities"
name="new"
@ -572,7 +577,6 @@
string="Pending" help="Pending Opportunities"
name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<filter string="Unassigned Opportunities"
icon="terp-personal-"
domain="[('user_id','=', False)]"
@ -582,19 +586,11 @@
context="{'invisible_section': False}"
help="Opportunities that are assigned to either me or one of the sale teams I manage" />
<separator orientation="vertical"/>
<field name="name" string="Opportunity / Customer"
filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
<field name="user_id"/>
<field name="country"/>
<field name="partner_id"/>
<field name="section_id"
context="{'invisible_section': False, 'default_section_id': self}">
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</field>
context="{'invisible_section': False, 'default_section_id': self}"/>
<newline/>
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
@ -611,6 +607,13 @@
<filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
<filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
</group>
<group string="Display">
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</group>
</search>
</field>
</record>

7
addons/crm/crm_meeting_view.xml
View File

@ -284,13 +284,14 @@
<field name="arch" type="xml">
<search string="Search Meetings">
<group>
<field name="name" string="Meeting / Partner"
filter_domain="['|',('name','ilike',self),('partner_id','ilike', self)]"/>
<separator orientation="vertical"/>
<filter string="My Meetings"
icon="terp-personal"
domain="[('user_id','=',uid)]"
help="My Meetings" />
<separator orientation="vertical"/>
<field name="name" string="Meeting / Partner"
filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/>
<separator orientation="vertical"/>
<field name="user_id"/>
<field name="partner_id"/>
</group>

7
addons/crm/crm_phonecall_view.xml
View File

@ -177,8 +177,11 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
<field name="name" string="Phonecalls" filter_domain="[('name','ilike',self)]"/>
<separator orientation="vertical"/>
<field name="date"/>
<separator orientation="vertical"/>
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
<filter string="Unassigned Phonecalls"
icon="terp-personal-"
domain="[('user_id','=',False)]"
@ -188,12 +191,10 @@
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="Phone Calls that are assigned to me or to my team(s)" />
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="section_id"
widget="selection" string="Sales Team"/>
<field name="date"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]"

2
addons/crm/res_partner_view.xml
View File

@ -39,7 +39,7 @@
<field name="category_id" position="after">
<field name="section_id" completion="1" widget="selection"/>
</field>
<xpath expr="//filter[@string='Company']" position="after">
<xpath expr="//field[@name='user_id']" position="after">
<field name="country_id"/>
</xpath>
</field>

3
addons/crm_claim/crm_claim_view.xml
View File

@ -196,6 +196,8 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
<field name="name" string="Claims" filter_domain="[('name','ilike',self)]"/>
<separator orientation="vertical"/>
<filter icon="terp-check" string="New" name="current"
domain="[('state','=','draft')]"
help="New Claims" />
@ -215,7 +217,6 @@
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" widget="selection"/>
<newline/>

17
addons/crm_claim/report/crm_claim_report_view.xml
View File

@ -63,29 +63,22 @@
<filter icon="terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}">
<filter string="My Sales Team(s)"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My Sales Team(s)" />
</field>
<field name="company_id" groups="base.group_multi_company">
<filter string="My Company"
icon="terp-go-home"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id" string="Salesperson">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
</field>
<separator orientation="vertical"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="user_id" string="Salesperson"/>
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}"/>
</group>
<newline/>
<group expand="0" string="Extended Filters...">

8
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -163,6 +163,8 @@
<field name="arch" type="xml">
<search string="Search Funds">
<group>
<field name="name" string="Fund Description" filter_domain="[('name','ilike',self)]"/>
<separator orientation="vertical" />
<filter icon="terp-check" string="New"
domain="[('state','=','draft')]" name="current"
help="New Funds" />
@ -184,9 +186,7 @@
help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
<separator orientation="vertical" />
<field name="state"/>
<field name="name"
string="Fund Description" />
<field name="user_id"
<field name="user_id"
widget="selection"/>
<field name="section_id" widget="selection" string="Sales Team"/>
</group>
@ -198,14 +198,12 @@
<filter string="Responsible" icon="terp-personal"
domain="[]"
context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<filter string="Category" help="Fund Category"
icon="terp-stock_symbol-selection" domain="[]"
context="{'group_by':'categ_id'}" />
<filter string="Payment Mode" help="Payment Mode"
icon="terp-dolar" domain="[]"
context="{'group_by':'type_id'}" />
<separator orientation="vertical" />
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]"
context="{'group_by':'state'}" />
</group>

15
addons/crm_fundraising/report/crm_fundraising_report_view.xml
View File

@ -87,25 +87,22 @@
<filter icon="terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical" />
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}">
<filter string="My Sales Team(s)"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My Sales Team(s)" />
</field>
<field name="company_id" groups="base.group_multi_company">
<filter string="My Company"
icon="terp-go-home"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id" string="Salesperson">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
</field>
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
<separator orientation="vertical"/>
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="user_id" string="Salesperson"/>
</group>
<newline/>
<group expand="0" string="Extended Filters...">

7
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -149,6 +149,10 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Helpdesk">
<field name="name" string="Query" filter_domain="[('name','ilike',self)]"/>
<separator orientation="vertical"/>
<field name="date"/>
<separator orientation="vertical"/>
<filter icon="terp-check" string="New"
name="current"
domain="[('state','=','draft')]"
@ -163,17 +167,14 @@
domain="[('state','=','pending')]"
help="All pending Helpdesk Request"
/>
<separator orientation="vertical"/>
<filter string="Assigned to Me or My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" />
<separator orientation="vertical"/>
<field name="name" string="Query"/>
<field name="partner_id" />
<field name="user_id" widget="selection"/>
<field name="section_id" widget="selection" string="Sales Team"/>
<field name="date"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"

15
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
View File

@ -60,25 +60,22 @@
domain="[('state','=','open')]" />
<filter string="Closed" icon="terp-dialog-close"
domain="[('state','=','cancel')]" />
<separator orientation="vertical" />
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
<filter string="My Sales Team(s)"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
help="My Sales Team(s)" />
</field>
<field name="company_id" groups="base.group_multi_company">
<filter string="My Company"
icon="terp-go-home"
context="{'invisible_section': False}"
domain="[('section_id.user_id.company_id','=',uid)]"
help="My company"/>
</field>
<field name="user_id" string="Salesperson">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
</field>
<separator orientation="vertical"/>
<field name="user_id" string="Salesperson"/>
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
<newline/>
<group expand="0" string="Extended Filters..." groups="base.group_no_one">