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[IMP]sales_crm : Improve the search view 

bzr revid: dbr@tinyerp.com-20110919070909-em15z9u8epr93jh5
This commit is contained in:
DBR (OpenERP) 2011-09-19 12:39:09 +05:30
parent bed48f5183
commit 88acb39c5f
10 changed files with 91 additions and 21 deletions
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4
addons/crm/crm_lead_view.xml
View File

@ -372,7 +372,7 @@
<field name="arch" type="xml">
<search string="Search Leads">
<filter icon="terp-check"
string="Current"
string="New"
name="current" help="Draft, Open and Pending Leads"
domain="[('state','in',('draft','open','pending'))]"/>
<filter icon="terp-camera_test"
@ -675,7 +675,7 @@
<field name="arch" type="xml">
<search string="Search Opportunities">
<filter icon="terp-check"
string="Current" help="Draft, Open and Pending Opportunities"
string="New" help="Draft, Open and Pending Opportunities"
name="current"
domain="[('state','in',('draft','open','pending'))]"/>
<filter icon="terp-camera_test"

2
addons/crm/crm_phonecall_menu.xml
View File

@ -106,7 +106,7 @@
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain">[('state','!=','done')]</field>
<field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1}'"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
<field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
<field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
</record>

53
addons/crm/crm_phonecall_view.xml
View File

@ -182,9 +182,6 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<filter icon="terp-check" string="Current"
name="current"
domain="[('state','in', ('open','pending'))]"/>
<filter icon="terp-go-today" string="Today"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
@ -226,6 +223,56 @@
</search>
</field>
</record>
<!-- Scheduled a phonecall search view-->
<record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Scheduled Calls Search</field>
<field name="model">crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Scheduled Phonecalls">
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
<separator orientation="vertical"/>
<filter icon="terp-go-today" string="Today"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),
('date','&gt;=',time.strftime('%%Y-%%m-%%d 00:00:00'))]"
name="today"
help="Todays's Phonecalls"
/>
<filter icon="terp-go-week"
string="7 Days"
help="Phonecalls during last 7 days"
domain="[('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id">
<filter icon="terp-personal-"
domain="[('user_id','=',False)]"
help="Unassigned Phonecalls" />
</field>
<field name="section_id"
widget="selection" string="Sales Team">
<filter icon="terp-personal+" groups="base.group_extended"
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/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]"
context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
<separator orientation="vertical" />
<filter string="Creation" icon="terp-go-month" help="Creation Date"
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>
</record>
</data>
</openerp>

14
addons/crm/report/crm_lead_report_view.xml
View File

@ -73,11 +73,13 @@
<search string="Leads Analysis">
<group>
<filter icon="terp-personal"
name="lead"
string="Lead"
domain="[('type','=', 'lead')]"
help="Show only lead"/>
<filter icon="terp-personal+"
string="Opportunity"
name="opportunity"
domain="[('type','=','opportunity')]"
help="Show only opportunity"/>
<separator orientation="vertical" />
@ -93,9 +95,13 @@
<separator orientation="vertical" />
<filter icon="terp-check"
string="Active"
string="New"
domain="[('state','=','draft')]"
help="Leads/Opportunities which are in draft state"/>
<filter icon="terp-camera_test"
string="Open"
domain="[('state','in',('draft','open'))]"
help="Leads/Opportunities which are in draft and open state"/>
help="Leads/Opportunities which are in draft and open state"/>
<filter icon="gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
@ -209,7 +215,7 @@
<field name="name">Leads Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{'search_default_filter_lead': 1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
<field name="context">{'search_default_filter_lead': 1, "search_default_lead":1, "search_default_user":1, "search_default_this_month":1, 'group_by_no_leaf':1, 'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[]</field>
<field name="help">Leads Analysis allows you to check different CRM related information. Check for treatment delays, number of responses given and emails sent. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
@ -231,7 +237,7 @@
<field name="name">Opportunities Analysis</field>
<field name="res_model">crm.lead.report</field>
<field name="view_type">form</field>
<field name="context">{"search_default_filter_opportunity":1, "search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="context">{"search_default_filter_opportunity":1, "search_default_opportunity":1,"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</field>
</record>

2
addons/crm_claim/crm_claim_view.xml
View File

@ -225,7 +225,7 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Claims">
<filter icon="terp-check" string="Current" name="current"
<filter icon="terp-check" string="New" name="current"
domain="[('state','in',('draft', 'open'))]"
help="Draft and Open Claims" />
<filter icon="terp-camera_test"

4
addons/crm_claim/report/crm_claim_report_view.xml
View File

@ -67,8 +67,8 @@
help="Claims created in last month"/>
<separator orientation="vertical" />
<filter icon="terp-document-new"
string="Draft"
<filter icon="terp-check"
string="New"
domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open"

2
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -244,7 +244,7 @@
<field name="arch" type="xml">
<search string="Search Funds">
<group>
<filter icon="terp-check" string="Current"
<filter icon="terp-check" string="New"
domain="[('state','in',('draft', 'open'))]" name="current"
help="Current Funds" />
<filter icon="terp-camera_test" string="Open"

4
addons/crm_fundraising/report/crm_fundraising_report_view.xml
View File

@ -88,8 +88,8 @@
domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Funds raised in last month"/>
<separator orientation="vertical" />
<filter icon="terp-document-new"
string="Draft"
<filter icon="terp-check"
string="New"
domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open"

17
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -232,6 +232,23 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Helpdesk">
<filter icon="terp-check" string="New" name="current"
domain="[('state','in',('draft', 'open'))]"
help="Draft and Open Helpdesk Request" />
<filter icon="terp-camera_test"
string="In Progress"
domain="[('state','=','open')]"
help="In Progress Helpdesk Request"
/>
<filter icon="terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"
help="All pending Helpdesk Request"
/>
<separator orientation="vertical"/>
<filter icon="terp-go-today" string="Today"
domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Helpdesk Requests"

10
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
View File

@ -64,11 +64,11 @@
domain="[('create_date','&lt;=', (datetime.date.today() - relativedelta(day=31, months=1)).strftime('%%Y-%%m-%%d')),('create_date','&gt;=',(datetime.date.today() - relativedelta(day=1,months=1)).strftime('%%Y-%%m-%%d'))]"
help="Helpdesk requests occurred in last month"/>
<separator orientation="vertical" />
<filter string="Current" icon="terp-check"
domain="[('state','in',('open','draft'))]" />
<filter string="Won" icon="terp-check"
domain="[('state','=','done')]" />
<filter string="Lost" icon="terp-dialog-close"
<filter string="New" icon="terp-check"
domain="[('state','=','draft')]" />
<filter string="Open" icon="terp-camera_test"
domain="[('state','=','open')]" />
<filter string="Closed" icon="terp-dialog-close"
domain="[('state','=','cancel')]" />
<separator orientation="vertical" />
<field name="section_id" string="Sales Team"