diff options
| author | Antony Lesuisse <al@openerp.com> | 2013-02-01 19:04:45 +0100 |
|---|---|---|
| committer | Antony Lesuisse <al@openerp.com> | 2013-02-01 19:04:45 +0100 |
| commit | 2182fb92ecfc737ad50cc710a76fd9aae8702e0b (patch) | |
| tree | c8f41dd0d86dcd2023f5315c134d94ea745cf81b | |
| parent | 7a6874ac9ea1c799cf52a50fb862e980f2ad4f55 (diff) | |
[FIX] crm lead search view
bzr revid: al@openerp.com-20130201180445-1y9cyp2n8mlnsqs3
| -rw-r--r-- | addons/crm/crm_lead_view.xml | 33 |
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'}"/> |
