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[IMP] improved search views 

bzr revid: qdp-launchpad@openerp.com-20120611162253-mfz8f7k7dll7q4i9
This commit is contained in:
Quentin (OpenERP) 2012-06-11 18:22:53 +02:00
parent 204ce4380a
commit 93273fe850
14 changed files with 87 additions and 134 deletions
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6
addons/account/account_invoice_view.xml
View File

@ -411,13 +411,13 @@
<separator orientation="vertical"/>
<filter name="unpaid" icon="terp-dolar_ok!" string="Unpaid" domain="[('state','=','open')]" help="Unpaid Invoices"/>
<separator orientation="vertical"/>
<filter domain="[('user_id','=',uid)]" help="My Invoices" icon="terp-personal" />
<separator orientation="vertical"/>
<field name="number"
string="Reference"
filter_domain="['|', ('number','ilike',self),('origin','ilike',self)]"/>
<field name="partner_id"/>
<field name="user_id" widget="selection" string="Salesperson">
<filter domain="[('user_id','=',uid)]" help="My Invoices" icon="terp-personal" />
</field>
<field name="user_id" widget="selection" string="Salesperson"/>
</group>
<newline/>
<group>

3
addons/account/account_view.xml
View File

@ -1163,8 +1163,7 @@
<field name="move_id" string="Number (Move)"/>
<field name="date"/>
<field name="account_id"/>
<field name="partner_id">
</field>
<field name="partner_id"/>
</group>
<newline/>
<group>

5
addons/account/report/account_analytic_entries_report_view.xml
View File

@ -35,11 +35,10 @@
<field name="arch" type="xml">
<search string="Analytic Entries Analysis">
<group>
<filter string="My Entries" icon="terp-personal" domain="[('user_id','=',uid)]" help="My Entries"/>
<field name="account_id" groups="analytic.group_analytic_accounting"/>
<field name="product_id" />
<field name="user_id">
<filter string="My Entries" icon="terp-personal" domain="[('user_id','=',uid)]" help="My Entries"/>
</field>
<field name="user_id"/>
<field name="date"/>
<field name="day"/>
</group>

13
addons/account_analytic_analysis/account_analytic_analysis_menu.xml
View File

@ -26,17 +26,14 @@
<filter icon="terp-go-today" string="To Renew" domain="['|', '&amp;', ('date', '!=', False), ('date', '&lt;=', time.strftime('%%Y-%%m-%%d')), ('is_overdue_quantity', '=', True)]"
name="renew"
help="The contracts to be renewed because the deadline is passed or the working hours are higher than the allocated hours" />
<separator orientation="vertical"/>
<filter string="Contracts Having a Partner" help="A contract in OpenERP is an analytic account having a partner set on it." name="has_partner" domain="[('partner_id', '!=', False)]" icon="terp-partner" />
<filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('user_id', '=', False)]" icon="terp-personal-" />
<separator orientation="vertical"/>
<field name="name" filter_domain="['|', ('name','ilike',self),('code','ilike',self)]" string="Contract"/>
<field name="partner_id">
<filter string="Partner on analytic account" help="A contract in OpenERP is an analytic account having a partner set on it." name="has_partner" domain="[('partner_id', '!=', False)]" icon="terp-partner" />
</field>
<field name="user_id">
<filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('user_id', '=', False)]" icon="terp-personal-" />
</field>
<field name="partner_id"/>
<field name="user_id"/>
<field name="date"/>
</group>
<newline/>
<group expand="0" string="Group By...">

6
addons/caldav/caldav_view.xml
View File

@ -162,11 +162,11 @@
<filter string="Event" icon="terp-calendar" domain="[('type', '=', 'vevent')]"/>
<filter string="Todo" icon="terp-calendar" domain="[('type', '=', 'vtodo')]"/>
<separator orientation="vertical"/>
<filter string="My Calendar(s)" icon="terp-personal" domain="[('user_id', '=', uid)]" help="My Calendar(s)"/>
<separator orientation="vertical"/>
<field name="name"/>
<field name="type"/>
<field name="user_id" widget="selection">
<filter string="My Calendar(s)" icon="terp-personal" domain="[('user_id', '=', uid)]" help="My Calendar(s)"/>
</field>
<field name="user_id" widget="selection"/>
<field name="collection_id"/>
</search>
</field>

44
addons/crm/crm_lead_view.xml
View File

@ -296,28 +296,27 @@
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<field name="name" string="Lead / Customer"
filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
<field name="user_id">
<filter string="Unassigned Leads"
<filter string="Unassigned Leads"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
</field>
<field name="subjects"/>
<field name="section_id" widget="selection"
context="{'invisible_section': False}">
<filter string="My Sales Team(s)"
<filter string="Leads Assigned to Me or My Team(s)"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)"/>
<filter string="Show Sales Team"
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>
<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}"/>
<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"/>
@ -535,30 +534,33 @@
<search string="Search Opportunities">
<filter icon="terp-check"
string="New" help="New Opportunities"
name="new"
domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open" help="Open Opportunities"
name="open"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending" help="Pending Opportunities"
name="pending"
domain="[('state','=','pending')]"/>
<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">
<filter string="Unassigned Opportunities"
<filter string="Unassigned Opportunities"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Opportunities" />
</field>
<filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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="My Sales Team(s)" icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
context="{'invisible_section': False}"
help="My Sales Team(s)" />
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"

10
addons/crm/crm_meeting_view.xml
View File

@ -275,14 +275,14 @@
<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)]"/>
<field name="user_id">
<filter string="My Meetings"
<filter string="My Meetings"
icon="terp-personal"
domain="[('user_id','=',uid)]"
help="My Meetings" />
</field>
<separator orientation="vertical"/>
<field name="name" string="Meeting / Partner"
filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/>
<field name="user_id"/>
<field name="partner_id"/>
</group>
</search>

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="'{\'default_state\':\'open\'}'"/>
<field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
<field name="search_view_id" ref="crm.view_crm_case_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>

56
addons/crm/crm_phonecall_view.xml
View File

@ -179,63 +179,23 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<field name="name"/>
<field name="partner_id"/>
<field name="user_id">
<filter string="Unassigned Phonecalls"
<filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
<separator orientation="vertical"/>
<filter string="Unassigned Phonecalls"
icon="terp-personal-"
domain="[('user_id','=',False)]"
help="Unassigned Phonecalls" />
</field>
<field name="section_id"
widget="selection" string="Sales Team">
<filter string="My Sales Team(s)"
help="Unassigned Phonecalls"/>
<filter string="Phone Calls Assigned to Me or My Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
<field name="date"/>
</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>
<!-- 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')]"/>
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">
<filter string="Unassigned Phonecalls"
icon="terp-personal-"
domain="[('user_id','=',False)]"
help="Unassigned Phonecalls" />
</field>
<field name="user_id"/>
<field name="section_id"
widget="selection" string="Sales Team">
<filter string="My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
widget="selection" string="Sales Team"/>
<field name="date"/>
</field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]"

16
addons/crm/report/crm_lead_report_view.xml
View File

@ -99,18 +99,16 @@
string="Closed"
domain="[('state','=','done')]"
help="Leads/Opportunities which are in done state"/>
<separator orientation="vertical" />
<field name="section_id"
context="{'invisible_section': False}">
<filter string="My Sales Team(s)" icon="terp-personal+"
<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="user_id" string="Salesperson">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
</field>
help="Leads/Opportunities that are assigned to one of the sale teams I manage"/>
<filter icon="terp-personal" string="My Case(s)" help="Leads/Opportunities that are assigned to me" domain="[('user_id','=',uid)]"/>
<separator orientation="vertical" />
<field name="section_id"
context="{'invisible_section': False}"/>
<field name="user_id" string="Salesperson"/>
</group>
<newline/>
<group expand="0" string="Extended Filters...">

15
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -65,17 +65,16 @@
domain="[('state','=','pending')]"
help="Phone calls which are in pending state"/>
<separator orientation="vertical" />
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}">
<filter string="My Sales Team(s)"
<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="user_id" string="Salesperson">
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
</field>
help="Phone calls that are assigned to one of the sale teams I manage"/>
<filter icon="terp-personal" string="My Phone Calls" help="Phone Calls that are assigned to me" domain="[('user_id','=',uid)]" />
<separator orientation="vertical"/>
<field name="section_id" string="Sales Team"
context="{'invisible_section': False}"/>
<field name="user_id" string="Salesperson"/>
</group>
<newline/>
<group expand="0" string="Extended Filters...">

10
addons/crm_claim/crm_claim_view.xml
View File

@ -210,14 +210,14 @@
help="All pending Claims"
/>
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" widget="selection">
<filter string="Unassigned Claims"
<filter string="Unassigned Claims"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
</field>
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id" widget="selection"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"

23
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -174,22 +174,21 @@
domain="[('state','=','pending')]"
help="Pending Funds" />
<separator orientation="vertical" />
<filter string="Unassigned"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned" />
<filter string="Assigned to Me or to My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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"
widget="selection">
<filter string="Unassigned"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned" />
</field>
<field name="section_id" widget="selection" string="Sales Team">
<filter string="My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
widget="selection"/>
<field name="section_id" widget="selection" string="Sales Team"/>
</group>
<newline/>
<group expand="0" string="Group By...">

12
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -164,15 +164,15 @@
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">
<filter string="My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)" />
</field>
<field name="section_id" widget="selection" string="Sales Team"/>
<field name="date"/>
<newline/>
<group expand="0" string="Group By...">