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Code Pull Requests Releases Activity

[IMP]: crm*: Improvement in domain of filter button of "My SalesTeam" to include section_id of user preferences 

* Put default value of field sales team in seach view as section_id of user preferences

bzr revid: rpa@tinyerp.com-20100930062731-27tcy9db31h5a5nv
This commit is contained in:
rpa (Open ERP) 2010-09-30 11:57:31 +05:30
parent 43a25a4341
commit 5ce9af1e56
13 changed files with 18 additions and 15 deletions
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3
addons/crm/crm_lead_menu.xml
View File

@ -8,9 +8,8 @@
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="context">{"search_default_user_id":uid,'search_default_current':1}</field>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{'search_default_current':1, 'default_type': 'lead', 'search_default_section_id':section_id}</field>
<field name="context">{'search_default_current':1, 'default_type': 'lead', 'search_default_section_id': section_id}</field>
<field name="help">A lead is a first, unqualified, contact with a new prospect. Use leads when you import a database of prospects or integrate your website's contact form with OpenERP. After having been qualified, the lead can be converted to a partner and a business opportunity for a further detailed tracking of the related activities.</field>
</record>

2
addons/crm/crm_lead_view.xml
View File

@ -318,7 +318,7 @@
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)"/>
<filter icon="terp-personal+"
context="{'invisible_section': False}"

2
addons/crm/crm_meeting_menu.xml
View File

@ -50,7 +50,7 @@
<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_user_id":uid}</field>
<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
<field name="help">The calendar of meetings is shared between sales teams and fully integrated with the others applications like the employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface.</field>
</record>

2
addons/crm/crm_meeting_view.xml
View File

@ -312,7 +312,7 @@
<field name="partner_id" select="1" />
<field name="section_id" select="1" widget="selection">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
<field name="user_id" select="1"/>

2
addons/crm/crm_opportunity_view.xml
View File

@ -302,7 +302,7 @@
context="{'invisible_section': False}"
widget="selection">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
context="{'invisible_section': False}"
help="My Sales Team(s)" />
<filter icon="terp-personal+"

4
addons/crm/crm_phonecall_menu.xml
View File

@ -32,7 +32,7 @@
<field name="view_type">form</field>
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="context">{"search_default_user_id":uid, 'search_default_section_id':section_id}</field>
<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
</record>
@ -68,7 +68,7 @@
<field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
<field name="context" eval="'{\'set_editable\':True,\'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1, \'default_categ_id\': ' + str(ref('categ_phone1')) +'}'"/>
<field name="context" eval="'{\'search_default_section_id\':section_id, \'set_editable\':True,\'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1, \'default_categ_id\': ' + str(ref('categ_phone1')) +'}'"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
<field name="help">Trace easily all your Inbound calls. The Inbound menu open a search view in editable mode, so you can easily modify or add a new call record. With the actions buttons convert a lead into an opportunity or plan a meeting.</field>

2
addons/crm/crm_phonecall_view.xml
View File

@ -272,7 +272,7 @@
<field name="section_id"
select="1" widget="selection" string="Sales Team">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
<newline/>

2
addons/crm_claim/crm_claim_menu.xml
View File

@ -14,7 +14,7 @@
<field name="view_type">form</field>
<field name="view_mode">tree,calendar,form,graph</field>
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="context">{"search_default_section_id":section_id,"search_default_current":1,"search_default_user_id":uid}</field>
<field name="context">{'search_default_section_id': section_id, "search_default_current":1,"search_default_user_id":uid}</field>
<field name="search_view_id" ref="crm_claim.view_crm_case_claims_filter"/>
<field name="help">Record and trace your customers' claims here. A claim is defined by a client name, several types, a status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a lot. You can send emails with attachments and get the history of the claim treatment (emails send, interventions type, etc.). </field>
</record>

6
addons/crm_claim/crm_claim_view.xml
View File

@ -274,7 +274,11 @@
help="Unassigned Claims" />
</field>
<field name="section_id" select="1"
widget="selection"/>
widget="selection">
<filter icon="terp-personal+"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My section" />
</field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"

2
addons/crm_fundraising/crm_fundraising_menu.xml
View File

@ -13,7 +13,7 @@
<field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="context">{"search_default_user_id":uid,"search_default_current":1}</field>
<field name="context">{"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id': section_id}</field>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
<field name="help">When you wish to support your organization or a campaign, trace here all your activities for collecting money. The menu open a search list where you can find funds description, email, history, probability of success. Several actions buttons allows you to easily modify your different fund status.</field>
</record>

2
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -274,7 +274,7 @@
</field>
<field name="section_id" select="1" widget="selection" string="Sales Team">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My section" />
</field>
</group>

2
addons/crm_helpdesk/crm_helpdesk_menu.xml
View File

@ -11,7 +11,7 @@
<field name="res_model">crm.helpdesk</field>
<field name="view_mode">tree,calendar,form</field>
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="context">{"search_default_user_id":uid}</field>
<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
<field name="search_view_id" ref="view_crm_case_helpdesk_filter"/>
<field name="help">Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level.</field>
</record>

2
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -249,7 +249,7 @@
<field name="user_id" select="1" widget="selection"/>
<field name="section_id" select="1" widget="selection" string="Sales Team">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My section" />
</field>
<newline/>