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authorAntony Lesuisse <al@openerp.com>2013-02-01 19:04:45 +0100
committerAntony Lesuisse <al@openerp.com>2013-02-01 19:04:45 +0100
commit2182fb92ecfc737ad50cc710a76fd9aae8702e0b (patch)
treec8f41dd0d86dcd2023f5315c134d94ea745cf81b
parent7a6874ac9ea1c799cf52a50fb862e980f2ad4f55 (diff)
[FIX] crm lead search view
bzr revid: al@openerp.com-20130201180445-1y9cyp2n8mlnsqs3
-rw-r--r--addons/crm/crm_lead_view.xml33
1 files changed, 19 insertions, 14 deletions
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index e1121e28d5f..3006de86a3d 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -225,6 +225,7 @@
<field name="phone"/>
<field name="stage_id"/>
<field name="user_id" invisible="1"/>
+ <field name="partner_id" invisible="1"/>
<field name="section_id" invisible="context.get('invisible_section', True)"/>
<field name="state" invisible="1"/>
<field name="type_id" invisible="1"/>
@@ -235,6 +236,7 @@
</field>
</record>
+
<!-- CRM Lead Calendar View -->
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
@@ -322,24 +324,27 @@
<search string="Search Leads">
<field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
<field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
+ <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
+ <field name="user_id"/>
<field name="create_date"/>
- <filter icon="terp-mail-message-new" string="Unread Messages" help="Unread messages" name="message_unread" domain="[('message_unread','=',True)]"/>
- <separator/>
- <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test" string="In Progress" name="open" domain="[('state','=','open')]"/>
+ <field name="country_id" context="{'invisible_country': False}"/>
<separator/>
- <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads"/>
+ <filter string="Open" name="open" domain="[('state','!=','cancel')]" help="Open Leads"/>
+ <filter string="Dead" name="dead" domain="[('state','=','cancel')]"/>
+ <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
+ <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
+ <filter string="Assigned to Me"
+ domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
+ help="Leads that are assigned to me"/>
+ <filter string="Assigned to My Team(s)"
+ domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
+ help="Leads that are assigned to any sales teams I am member of"/>
<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"/>
- <field name="user_id"/>
- <field name="section_id" context="{'invisible_section': False}"/>
- <field name="country_id" context="{'invisible_country': False}"/>
<group expand="0" string="Group By...">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
@@ -351,7 +356,7 @@
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
</group>
- </search>
+ </search>
</field>
</record>
@@ -543,14 +548,14 @@
<filter string="In Progress" name="open" domain="[('state','=','open')]" help="Open Opportunities"/>
<filter string="Won" name="won" domain="[('state','=','done')]"/>
<filter string="Lost" name="lost" domain="[('state','=','cancel')]"/>
- <filter string="Unassigned" domain="[('user_id','=', False)]" help="Unassigned Opportunities"/>
+ <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
<filter string="Assigned to Me"
domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
help="Opportunities that are assigned to me"/>
<filter string="Assigned to My Team(s)"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
- help="Opportunities that are assigned to any sale teams I am member of"/>
+ help="Opportunities that are assigned to any sales teams I am member of"/>
<separator/>
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>