Turkesh Patel (openERP) has proposed merging
lp:~openerp-dev/openobject-addons/trunk-clean-search-crm-tpa into
lp:~openerp-dev/openobject-addons/trunk-clean-search.
Requested reviews:
Jigar Amin (OpenERP) (jam-openerp)
For more details, see:
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-clean-search-crm-tpa/+merge/115895
[IMP] improved search views of crm module.
--
https://code.launchpad.net/~openerp-dev/openobject-addons/trunk-clean-search-crm-tpa/+merge/115895
Your team OpenERP R&D Team is subscribed to branch
lp:~openerp-dev/openobject-addons/trunk-clean-search.
=== modified file 'crm/crm_lead_view.xml'
--- crm/crm_lead_view.xml 2012-07-19 08:42:03 +0000
+++ crm/crm_lead_view.xml 2012-07-20 06:47:24 +0000
@@ -51,7 +51,6 @@
<field name="arch" type="xml">
<search string="Stage Search">
<field name="name" string="Stage Name"/>
- <separator orientation="vertical"/>
<field name="state"/>
<field name="type"/>
</search>
@@ -352,65 +351,37 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
<field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
+ <field name="subjects"/>
+ <field name="create_date"/>
+ <field name="user_id"/>
+ <field name="section_id" context="{'invisible_section': False}"/>
+ <field name="country_id" context="{'invisible_country': False}"/>
+ <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
<!-- 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"
- domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test"
- string="Open"
- name="open"
- domain="[('state','=','open')]"/>
- <filter string="Unassigned Leads"
- icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Leads" />
- <filter string="Leads Assigned to Me or My Team(s)"
- icon="terp-personal+"
- context="{'invisible_section': False}"
+ <separator/>
+ <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test" string="Open" name="open" domain="[('state','=','open')]"/>
+ <separator/>
+ <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads" />
+ <separator/>
+ <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="Leads that are assigned to one of the sale teams I manage, or to me"/>
- <separator orientation="vertical"/>
- <field name="user_id"/>
- <field name="section_id" widget="selection"
- context="{'invisible_section': False}"/>
- <field name="country_id" context="{'invisible_country': False}"/>
- <separator orientation="vertical"/>
- <newline/>
<group expand="0" string="Group By...">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
- <separator orientation="vertical"/>
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
- domain="[]" context="{'group_by':'type_id'}" />
- <filter string="Channel" icon="terp-call-start"
- domain="[]" context="{'group_by':'channel_id'}" />
- <separator orientation="vertical"/>
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" />
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <separator orientation="vertical" groups="base.group_no_one"/>
- <filter string="Creation" help="Create date" icon="terp-go-month"
- domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
+ <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"/>
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
</group>
</search>
</field>
@@ -608,57 +579,37 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
<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"
- domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test"
- string="Open" help="Open Opportunities"
- name="open"
- domain="[('state','=','open')]"/>
- <filter string="Unassigned Opportunities"
- icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Opportunities" />
- <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="user_id"/>
<field name="country_id"/>
<field name="partner_id"/>
- <field name="section_id"
- context="{'invisible_section': False, 'default_section_id': self}"/>
- <newline/>
+ <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
+ <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
+ <separator/>
+ <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')]"/>
+ <separator/>
+ <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities" />
+ <separator/>
+ <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" />
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
- <separator orientation="vertical" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
<filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <separator orientation="vertical" />
<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"/>
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
</group>
</search>
</field>
=== modified file 'crm/crm_phonecall_view.xml'
--- crm/crm_phonecall_view.xml 2012-07-19 08:42:03 +0000
+++ crm/crm_phonecall_view.xml 2012-07-20 06:47:24 +0000
@@ -215,40 +215,24 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
- <separator orientation="vertical"/>
<field name="name" string="Phonecalls"/>
- <separator orientation="vertical"/>
<field name="date"/>
- <separator orientation="vertical"/>
+ <field name="partner_id"/>
+ <field name="user_id"/>
+ <field name="section_id" string="Sales Team"/>
+ <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
+ <separator/>
<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)]"
- 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])]"
+ <separator/>
+ <filter string="Unassigned Phonecalls" icon="terp-personal-" domain="[('user_id','=',False)]" help="Unassigned Phonecalls"/>
+ <separator/>
+ <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="Phone Calls that are assigned to me or to my team(s)" />
- <separator orientation="vertical"/>
- <field name="partner_id"/>
- <field name="user_id"/>
- <field name="section_id"
- widget="selection" string="Sales Team"/>
- <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" />
+ <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
+ <filter string="Responsible" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
+ <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>
=== modified file 'crm/crm_report_view.xml'
--- crm/crm_report_view.xml 2012-06-28 06:17:36 +0000
+++ crm/crm_report_view.xml 2012-07-20 06:47:24 +0000
@@ -69,15 +69,12 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Team and Type">
- <group>
- <field name="name"/>
- <separator orientation="vertical"/>
- <field name="month"/>
- <field name="section_id" widget="selection" />
- <field name="category2_id"/>
- <field name="nbr"/>
- <field name="state"/>
- </group>
+ <field name="name"/>
+ <field name="month"/>
+ <field name="section_id"/>
+ <field name="category2_id"/>
+ <field name="nbr"/>
+ <field name="state"/>
</search>
</field>
</record>
@@ -157,14 +154,11 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Team and Stage">
- <group>
- <field name="name"/>
- <separator orientation="vertical"/>
- <field name="month"/>
- <field name="section_id" widget="selection"/>
- <field name="nbr"/>
- <field name="state"/>
- </group>
+ <field name="name"/>
+ <field name="month"/>
+ <field name="section_id"/>
+ <field name="nbr"/>
+ <field name="state"/>
</search>
</field>
</record>
@@ -229,14 +223,11 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Cases by Section, Category and Stage">
- <group>
- <field name="name"/>
- <separator orientation="vertical"/>
- <field name="month"/>
- <field name="section_id" widget="selection"/>
- <field name="nbr"/>
- <field name="state"/>
- </group>
+ <field name="name"/>
+ <field name="month"/>
+ <field name="section_id"/>
+ <field name="nbr"/>
+ <field name="state"/>
</search>
</field>
</record>
@@ -318,14 +309,11 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Cases by User">
- <group>
- <field name="name"/>
- <separator orientation="vertical"/>
- <field name="month"/>
- <field name="section_id" widget="selection"/>
- <field name="nbr"/>
- <field name="state"/>
- </group>
+ <field name="name"/>
+ <field name="month"/>
+ <field name="section_id"/>
+ <field name="nbr"/>
+ <field name="state"/>
</search>
</field>
</record>
=== modified file 'crm/report/crm_lead_report_view.xml'
--- crm/report/crm_lead_report_view.xml 2012-06-22 10:29:59 +0000
+++ crm/report/crm_lead_report_view.xml 2012-07-20 06:47:24 +0000
@@ -71,94 +71,47 @@
<field name="type">search</field>
<field name="arch" type="xml">
<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" />
- <filter icon="terp-check"
- string="New"
- domain="[('state','=','draft')]"
- help="Leads/Opportunities which are in New state"/>
- <filter icon="terp-camera_test"
- string="Open"
- domain="[('state','=','open')]"
- help="Leads/Opportunities which are in open state"/>
- <filter icon="gtk-media-pause"
- string="Pending"
- domain="[('state','=','pending')]"
- help="Leads/Opportunities which are in pending state"/>
- <filter icon="terp-dialog-close"
- string="Closed"
- domain="[('state','=','done')]"
- help="Leads/Opportunities which are in done state"/>
- <filter string="My Sales Team(s)" icon="terp-personal+"
- context="{'invisible_section': False}"
- domain="[('section_id.user_id','=',uid)]"
- 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/>
+ <field name="section_id" context="{'invisible_section': False}"/>
+ <field name="user_id" string="Salesperson"/>
+ <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/>
+ <filter icon="terp-check" string="New" domain="[('state','=','draft')]" help="Leads/Opportunities which are in New state"/>
+ <filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]" help="Leads/Opportunities which are in open state"/>
+ <filter icon="gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="Leads/Opportunities which are in pending state"/>
+ <filter icon="terp-dialog-close" string="Closed" domain="[('state','=','done')]" help="Leads/Opportunities which are in done state"/>
+ <separator/>
+ <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]"
+ help="Leads/Opportunities that are assigned to one of the sale teams I manage"/>
+ <separator/>
+ <filter icon="terp-personal" string="My Case(s)" help="Leads/Opportunities that are assigned to me" domain="[('user_id','=',uid)]"/>
<group expand="0" string="Extended Filters...">
<field name="partner_id"/>
- <separator orientation="vertical"/>
- <field name="stage_id" widget="selection" domain="[('section_ids', '=', 'section_id')]" />
- <field name="categ_id" widget="selection"/>
- <field name="type_id" widget="selection"/>
- <field name="channel_id" widget="selection"/>
- <separator orientation="vertical"/>
- <field name="company_id" widget="selection" groups="base.group_multi_company"/>
- <newline/>
+ <field name="stage_id" domain="[('section_ids', '=', 'section_id')]" />
+ <field name="categ_id"/>
+ <field name="type_id"/>
+ <field name="channel_id"/>
+ <field name="company_id"groups="base.group_multi_company"/>
<field name="create_date"/>
<field name="opening_date"/>
<field name="date_closed"/>
</group>
- <newline/>
<group expand="1" string="Group By...">
- <filter string="Salesperson" name="user" icon="terp-personal"
- domain="[]" context="{'group_by':'user_id'}" />
- <filter string="Sales Team" icon="terp-personal+"
- domain="[]"
- context="{'group_by':'section_id'}" />
+ <filter string="Salesperson" name="user" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
+ <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
<filter string="Country" icon="terp-go-home" context="{'group_by':'country_id'}" />
- <filter string="Company" icon="terp-go-home"
- domain="[]"
- context="{'group_by':'company_id'}"
- groups="base.group_multi_company"/>
- <separator orientation="vertical" />
+ <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<filter string="Stage" name="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
- <filter string="Category" name="Category" icon="terp-stock_symbol-selection"
- domain="[]" context="{'group_by':'categ_id'}" />
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
- domain="[]" context="{'group_by':'type_id'}" />
- <filter string="Channel" icon="terp-call-start"
- domain="[]" context="{'group_by':'channel_id'}" />
- <separator orientation="vertical" />
- <filter string="Status" icon="terp-stock_effects-object-colorize"
- domain="[]" context="{'group_by':'state'}" />
- <separator orientation="vertical" />
- <filter string="Year" icon="terp-go-year"
- domain="[]" context="{'group_by':'creation_year'}"/>
- <filter string="Month" icon="terp-go-month"
- domain="[]" context="{'group_by':'creation_month'}"/>
- <filter string="Day" icon="terp-go-today"
- domain="[]" context="{'group_by':'creation_day'}"/>
- <separator orientation="vertical" />
- <filter string="Exp. Closing" icon="terp-go-month"
- domain="[]" context="{'group_by':'deadline_month'}"/>
+ <filter string="Category" name="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" />
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
+ <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
+ <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'creation_year'}"/>
+ <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'creation_month'}"/>
+ <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'creation_day'}"/>
+ <filter string="Exp. Closing" icon="terp-go-month" domain="[]" context="{'group_by':'deadline_month'}"/>
</group>
</search>
</field>
=== modified file 'crm/report/crm_phonecall_report_view.xml'
--- crm/report/crm_phonecall_report_view.xml 2012-06-22 10:29:59 +0000
+++ crm/report/crm_phonecall_report_view.xml 2012-07-20 06:47:24 +0000
@@ -51,65 +51,37 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search">
- <group>
- <filter icon="terp-gtk-go-back-rtl"
- string="Todo"
- domain="[('state','in',('draft','open'))]"
- help="Phone calls which are in draft and open state"/>
- <filter icon="terp-camera_test"
- string="Held"
- domain="[('state','=','done')]"
- help="Phone calls which are in closed state"/>
- <filter icon="gtk-media-pause"
- string="Not Held"
- domain="[('state','=','pending')]"
- help="Phone calls which are in pending state"/>
- <filter string="My Sales Team(s)"
- icon="terp-personal+"
- context="{'invisible_section': False}"
- domain="[('section_id.user_id','=',uid)]"
- 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/>
+ <field name="section_id" string="Sales Team" context="{'invisible_section': False}"/>
+ <field name="user_id" string="Salesperson"/>
+ <filter icon="terp-gtk-go-back-rtl" string="Todo" domain="[('state','in',('draft','open'))]"
+ help="Phone calls which are in draft and open state"/>
+ <filter icon="terp-camera_test" string="Held" domain="[('state','=','done')]"
+ help="Phone calls which are in closed state"/>
+ <filter icon="gtk-media-pause" string="Not Held" domain="[('state','=','pending')]"
+ help="Phone calls which are in pending state"/>
+ <separator/>
+ <filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]"
+ help="Phone calls that are assigned to one of the sale teams I manage"/>
+ <separator/>
+ <filter icon="terp-personal" string="My Phone Calls" help="Phone Calls that are assigned to me" domain="[('user_id','=',uid)]" />
<group expand="0" string="Extended Filters...">
<field name="partner_id"/>
- <separator orientation="vertical"/>
<field name="company_id" groups="base.group_multi_company"/>
- <newline/>
<field name="creation_date"/>
<field name="opening_date"/>
<field name="date_closed"/>
</group>
- <newline/>
<group expand="1" string="Group By...">
- <filter string="Salesperson" name="Salesperson" icon="terp-personal"
- domain="[]" context="{'group_by':'user_id'}" />
- <filter string="Sales Team" icon="terp-personal+"
- domain="[]"
- context="{'group_by':'section_id'}" />
+ <filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
+ <filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Partner" icon="terp-partner" context="{'group_by':'partner_id'}" />
- <separator orientation="vertical" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
- <filter string="Category" icon="terp-stock_symbol-selection"
- domain="[]" context="{'group_by':'categ_id'}" />
- <filter string="Status" icon="terp-stock_effects-object-colorize"
- domain="[]" context="{'group_by':'state'}" />
- <separator orientation="vertical" />
- <filter string="Company" icon="terp-go-home"
- domain="[]"
- context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
- <separator orientation="vertical" />
- <filter string="Day" icon="terp-go-today"
- domain="[]" context="{'group_by':'day'}" help="Date of call"/>
- <filter string="Month" icon="terp-go-month"
- domain="[]" context="{'group_by':'month'}" help="Month of call"/>
- <filter string="Year" icon="terp-go-year"
- domain="[]" context="{'group_by':'name'}" help="Year of call"/>
+ <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
+ <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
+ <filter string="Company" icon="terp-go-home" domain="[]" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+ <filter string="Day" icon="terp-go-today" domain="[]" context="{'group_by':'day'}" help="Date of call"/>
+ <filter string="Month" icon="terp-go-month" domain="[]" context="{'group_by':'month'}" help="Month of call"/>
+ <filter string="Year" icon="terp-go-year" domain="[]" context="{'group_by':'name'}" help="Year of call"/>
</group>
</search>
</field>
=== modified file 'crm/res_partner_view.xml'
--- crm/res_partner_view.xml 2012-07-18 14:25:24 +0000
+++ crm/res_partner_view.xml 2012-07-20 06:47:24 +0000
@@ -37,7 +37,7 @@
<field eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="category_id" position="after">
- <field name="section_id" completion="1" widget="selection"/>
+ <field name="section_id" completion="1"/>
</field>
<xpath expr="//field[@name='user_id']" position="after">
<field name="country_id"/>
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