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[IMP]: CRM Ergonomy Improvement blueprint: Improvement in search views for leads, opportunities, phonecalls, bugs, jobs , claims

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bzr revid: rpa@tinyerp.com-20091028135544-4xgt7v00243w0bi7
This commit is contained in:
rpa (Open ERP)
2009-10-28 19:25:44 +05:30
parent 1400068ae4
commit fe7773ea98
6 changed files with 59 additions and 50 deletions
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addons/crm_configuration/crm_bugs_view.xml
+10 -4
View File
@@ -150,19 +150,25 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Bugs">
<group col="4" colspan="1">
<group col="7" colspan="1">
<filter icon="gtk-execute" string="Fixed Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Bugs"/>
<filter icon="gtk-execute" string="Waiting Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Bugs"/>
<filter icon="gtk-execute" string="Future Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]" separator="1" help="All Future Bugs"/>
<separator orientation="vertical"/>
<filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
<filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
</group>
<group col="4" colspan="4">
<group col="4" colspan="2">
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
</field>
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Bugs"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Bugs"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Bugs"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>
addons/crm_configuration/crm_claims_view.xml
+5 -9
View File
@@ -159,18 +159,14 @@
<field name="arch" type="xml">
<search string="Search Claims">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" default="1" help="Claims Related to Current User"/>
<filter icon="gtk-execute" string="Fixed Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Claims"/>
<filter icon="gtk-execute" string="Waiting Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Claims"/>
<filter icon="gtk-execute" string="Accepted Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Accepted as Claim')]" separator="1" help="All Accepted Claims"/>
<!-- <filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" default="1" help="Claims Related to Current User"/>-->
<filter icon="gtk-execute" string="New Claims" domain="[('section_id.name','=','Claims'),('state','=','draft')]" separator="1" help="New Claims"/>
<filter icon="gtk-execute" string="In Progress Claims" domain="[('section_id.name','=','Claims'),('state','=','open')]" separator="1" help="In Progress Claims"/>
<filter icon="gtk-execute" string="Pending Claims" domain="[('section_id.name','=','Claims'),('state','=','pending')]" separator="1" help="All pending Claims"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Claims"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Claims"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Claims"/>
</field>
<field name="name" select='1'/>
<field name="partner_id" select="1"/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
addons/crm_configuration/crm_jobs_view.xml
+12 -12
View File
@@ -157,19 +157,19 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Jobs">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/>
<filter icon="gtk-execute" string="Initial Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/>
<filter icon="gtk-execute" string="First Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','First Interview')]" separator="1" help="First Interview"/>
<filter icon="gtk-execute" string="Second Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Second Interview')]" separator="1" help="Second Interview"/>
<group col="7" colspan="1">
<filter icon="gtk-execute" string=" Today " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
<filter icon="gtk-execute" string=" 7 Days " separator="1" domain="[]" help="Opportunities during last 7 days"/>
<!-- <filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/>-->
<separator orientation="vertical"/>
<filter icon="gtk-execute" string="New Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/>
<filter icon="gtk-execute" string="Open Jobs" domain="[('section_id.name','=','Jobs'),('state','=','open')]" separator="1" help="Open Jobs"/>
<filter icon="gtk-execute" string="Pending Jobs" domain="[('section_id.name','=','Jobs'),('state','=','pending')]" separator="1" help="Pending Jobs"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Jobs"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Jobs"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Jobs"/>
</field>
<field name="name" select='1'/>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1'/>
<field name="email_from" select='1' string="Email"/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
addons/crm_configuration/crm_lead_view.xml
+3 -2
View File
@@ -179,9 +179,10 @@
<search string="Search Prospects">
<group col="3" colspan="1">
<filter icon="gtk-execute" string=" Today " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Prospects"/>
<!-- <filter icon="gtk-execute" string=" 7 Days " separator="1" domain="[('create_date::date','&lt;',time.strftime('%%Y-%%m-%%d'))]" help="Prospects during last 7 days"/> -->
<filter icon="gtk-execute" string=" 7 Days " separator="1" domain="[]" help="Prospects during last 7 days"/>
</group>
<group col="4" colspan="4">
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select="1"/>
<field name="state" select="1">
<filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/>
addons/crm_configuration/crm_opportunity_view.xml
+16 -14
View File
@@ -147,27 +147,29 @@
</tree>
</field>
</record>
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">crm.case.opportunities.select</field>
<field name="model">crm.case</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<group col="5" colspan="1">
<filter icon="gtk-execute" string="My Opportunities" default="1" domain="[('user_id','=',uid)]" separator="1" help="Opportunities Related to Current User"/>
<filter icon="gtk-execute" string="Prospecting" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Prospecting')]" separator="1" help="All Prospecting Prospects"/>
<filter icon="gtk-execute" string="Proposition" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Value Proposition')]" separator="1" help="Value Proposition Prospects"/>
<filter icon="gtk-execute" string="Analysis" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Needs Analysis')]" separator="1" help="Needs Analysis Prospects"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Opportunities"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Opportunities"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Opportunities"/>
<group col="3" colspan="1">
<filter icon="gtk-execute" string=" Today " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
<filter icon="gtk-execute" string=" 7 Days " separator="1" domain="[]" help="Opportunities during last 7 days"/>
</group>
<separator orientation="vertical"/>
<group col="5" colspan="2">
<field name="name" select="1"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
<field name="partner_id" select="1"/>
<field name="state" select="1">
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
</field>
</group>
</search>
</field>
</record>
addons/crm_configuration/crm_phonecall_view.xml
+13 -9
View File
@@ -100,19 +100,23 @@
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<group col="4" colspan="1">
<filter icon="gtk-execute" string="My Phonecalls" default="1" domain="[('user_id','=',uid)]" separator="1" help="Phonecalls Related to Current User"/>
<group col="6" colspan="1">
<filter icon="gtk-execute" string=" Today " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
<filter icon="gtk-execute" string=" 7 Days " separator="1" domain="[]" help="Opportunities during last 7 days"/>
<separator orientation="vertical"/>
<filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
<filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
</group>
<group col="4" colspan="4">
<field name="state" select="1">
<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Phonecalls"/>
<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Phonecalls"/>
<separator orientation="vertical"/>
<group col="4" colspan="2">
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
</field>
<field name="state" select="1">
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
</field>
<field name="name" select='1'/>
<field name="user_id" select="1" widget="selection"/>
</group>
</search>
</field>