diff options
Diffstat (limited to 'addons/crm/views/crm_lead_views.xml')
| -rw-r--r-- | addons/crm/views/crm_lead_views.xml | 78 |
1 files changed, 44 insertions, 34 deletions
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index f2040741795..ad6b411205e 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -445,33 +445,40 @@ <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> <field name="user_id"/> <field name="team_id"/> - <field name="city"/> <field name="country_id"/> + <field name="city"/> <field name="create_date"/> + <field name="source_id"/> <field name="medium_id"/> <field name="campaign_id"/> - <field name="source_id"/> <separator /> <filter string="My Leads" name="assigned_to_me" domain="[('user_id', '=', uid)]" help="Leads that are assigned to me"/> - <filter string="Unassigned Leads" name="unassigned_leads" - domain="[('user_id','=', False), ('type', '=', 'lead')]" help="No salesperson"/> + <filter string="Unassigned" name="unassigned_leads" + domain="[('user_id','=', False), ('type', '=', 'lead')]" + help="Leads that are not assigned"/> <separator /> - <filter string="Lost Leads" name="lost" + <filter string="Lost" name="lost" domain="['&', ('probability', '=', 0), ('active', '=', False)]"/> <separator/> + <filter string="Creation Date" name="creation_date" date="create_date"/> + <separator/> + <filter string="Activities Todo" name="activities_my" + domain="[('activity_ids.user_id', '=', uid)]"/> + <separator/> <filter invisible="1" string="Late Activities" name="activities_overdue" domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" help="Show all opportunities for which the next action date is before today"/> <filter invisible="1" string="Today Activities" name="activities_today" domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> <filter invisible="1" string="Future Activities" name="activities_upcoming_all" - domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d')) - ]"/> + domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/> <filter string="Exception Activities" name="activities_exception" - domain="[('activity_exception_decoration', '!=', False)]"/> + domain="[('activity_exception_decoration', '!=', False)]"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> <group expand="0" string="Group By"> <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/> <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/> @@ -768,52 +775,54 @@ <field name="priority">15</field> <field name="arch" type="xml"> <search string="Search Opportunities"> - <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/> + <field name="name" string="Opportunity" filter_domain="[ + '|', '|', '|', '|', + ('partner_id', 'ilike', self), + ('partner_name', 'ilike', self), + ('email_from', 'ilike', self), + ('name', 'ilike', self), + ('contact_name', 'ilike', self)]"/> + <field name="partner_id" operator="child_of" string="Customer" filter_domain="[ + '|', '|', '|', + ('partner_id', 'ilike', self), + ('partner_name', 'ilike', self), + ('email_from', 'ilike', self), + ('contact_name', 'ilike', self)]"/> <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> - <field name="stage_id" domain="[]"/> <field name="user_id"/> <field name="team_id"/> - <field name="partner_id" operator="child_of" string="Customer"/> - <field name="city"/> + <field name="stage_id" domain="[]"/> <field name="country_id"/> - <field name="activity_type_id"/> - <field name="activity_summary"/> - <field name="probability"/> - <field name="lost_reason"/> - <field name="date_conversion"/> - <field name="campaign_id"/> + <field name="city"/> <separator/> <filter string="My Pipeline" name="assigned_to_me" domain="[('user_id', '=', uid)]" help="Opportunities that are assigned to me"/> <filter string="Unassigned" name="unassigned" - domain="[('user_id','=', False)]" help="No salesperson"/> + domain="[('user_id', '=', False)]" help="No salesperson"/> <filter string="Open Opportunities" name="open_opportunities" - domain="[('probability', '<', 100), ('type', '=', 'opportunity')]" - help="Open Opportunities"/> + domain="[('probability', '<', 100), ('type', '=', 'opportunity')]" + help="Open Opportunities"/> <separator/> - <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/> + <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction', '=', True)]"/> <separator/> - <filter string="Overdue Opportunities" name="overdue_opp" - domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d')), ('date_closed', '=', False)]" - help="Opportunities with a date of Expected Closing which is in the past"/> <filter string="Creation Date" name="creation_date" date="create_date"/> - <filter string="Expected Closing" name="close_this_month" date="date_deadline"/> <filter string="Closed Date" name="close_date" date="date_closed"/> <separator/> <filter string="Won" name="won" domain="['&', ('active', '=', True), ('stage_id.is_won', '=', True)]"/> <filter string="Lost" name="lost" domain="['&', ('active', '=', False), ('probability', '=', 0)]"/> <separator/> <filter invisible="1" string="Late Activities" name="activities_overdue" - domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" - help="Show all opportunities for which the next action date is before today"/> + domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" + help="Show all opportunities for which the next action date is before today"/> <filter invisible="1" string="Today Activities" name="activities_today" - domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> + domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> <filter invisible="1" string="Future Activities" name="activities_upcoming_all" - domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d')) - ]"/> + domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/> <filter string="Exception Activities" name="activities_exception" domain="[('activity_exception_decoration', '!=', False)]"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> <group expand="0" string="Group By" colspan="16"> <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/> <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/> @@ -828,8 +837,8 @@ <separator orientation="vertical" /> <filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/> <filter string="Conversion Date" name="date_conversion" context="{'group_by': 'date_conversion'}" groups="crm.group_use_lead"/> + <filter string="Expected Closing" name="date_deadline" context="{'group_by':'date_deadline'}"/> <filter string="Closed Date" name="date_closed" context="{'group_by':'date_closed'}"/> - <filter string="Expected Closing Date" name="date_deadline" context="{'group_by':'date_deadline'}"/> </group> </search> </field> @@ -843,8 +852,9 @@ <field name="model">crm.lost.reason</field> <field name="arch" type="xml"> <search string="Search Opportunities"> - <filter string="Include archived" name="archived" - domain="['|', ('active', '=', True), ('active', '=', False)]"/> + <filter string="Include archived" name="archived" domain="['|', ('active', '=', True), ('active', '=', False)]"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> </search> </field> </record> |