<separator orientation="vertical"/>
<filter name="unpaid" icon="terp-dolar_ok!" string="Unpaid" domain="[('state','=','open')]" help="Unpaid Invoices"/>
<separator orientation="vertical"/>
+ <filter domain="[('user_id','=',uid)]" help="My Invoices" icon="terp-personal" />
+ <separator orientation="vertical"/>
<field name="number"
string="Reference"
filter_domain="['|', ('number','ilike',self),('origin','ilike',self)]"/>
<field name="partner_id"/>
- <field name="user_id" widget="selection" string="Salesperson">
- <filter domain="[('user_id','=',uid)]" help="My Invoices" icon="terp-personal" />
- </field>
+ <field name="user_id" widget="selection" string="Salesperson"/>
</group>
<newline/>
<group>
<field name="move_id" string="Number (Move)"/>
<field name="date"/>
<field name="account_id"/>
- <field name="partner_id">
- </field>
+ <field name="partner_id"/>
</group>
<newline/>
<group>
<field name="arch" type="xml">
<search string="Analytic Entries Analysis">
<group>
+ <filter string="My Entries" icon="terp-personal" domain="[('user_id','=',uid)]" help="My Entries"/>
<field name="account_id" groups="analytic.group_analytic_accounting"/>
<field name="product_id" />
- <field name="user_id">
- <filter string="My Entries" icon="terp-personal" domain="[('user_id','=',uid)]" help="My Entries"/>
- </field>
+ <field name="user_id"/>
<field name="date"/>
<field name="day"/>
</group>
<filter icon="terp-go-today" string="To Renew" domain="['|', '&', ('date', '!=', False), ('date', '<=', time.strftime('%%Y-%%m-%%d')), ('is_overdue_quantity', '=', True)]"
name="renew"
help="The contracts to be renewed because the deadline is passed or the working hours are higher than the allocated hours" />
-
+ <separator orientation="vertical"/>
+ <filter string="Contracts Having a Partner" help="A contract in OpenERP is an analytic account having a partner set on it." name="has_partner" domain="[('partner_id', '!=', False)]" icon="terp-partner" />
+ <filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('user_id', '=', False)]" icon="terp-personal-" />
<separator orientation="vertical"/>
<field name="name" filter_domain="['|', ('name','ilike',self),('code','ilike',self)]" string="Contract"/>
- <field name="partner_id">
- <filter string="Partner on analytic account" help="A contract in OpenERP is an analytic account having a partner set on it." name="has_partner" domain="[('partner_id', '!=', False)]" icon="terp-partner" />
- </field>
- <field name="user_id">
- <filter string="Contracts not assigned" help="Contracts that are not assigned to an account manager." domain="[('user_id', '=', False)]" icon="terp-personal-" />
- </field>
+ <field name="partner_id"/>
+ <field name="user_id"/>
<field name="date"/>
-
</group>
<newline/>
<group expand="0" string="Group By...">
<filter string="Event" icon="terp-calendar" domain="[('type', '=', 'vevent')]"/>
<filter string="Todo" icon="terp-calendar" domain="[('type', '=', 'vtodo')]"/>
<separator orientation="vertical"/>
+ <filter string="My Calendar(s)" icon="terp-personal" domain="[('user_id', '=', uid)]" help="My Calendar(s)"/>
+ <separator orientation="vertical"/>
<field name="name"/>
<field name="type"/>
- <field name="user_id" widget="selection">
- <filter string="My Calendar(s)" icon="terp-personal" domain="[('user_id', '=', uid)]" help="My Calendar(s)"/>
- </field>
+ <field name="user_id" widget="selection"/>
<field name="collection_id"/>
</search>
</field>
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
- <field name="name" string="Lead / Customer"
- filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
- <field name="user_id">
- <filter string="Unassigned Leads"
+ <filter string="Unassigned Leads"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
- </field>
- <field name="subjects"/>
- <field name="section_id" widget="selection"
- context="{'invisible_section': False}">
- <filter string="My Sales Team(s)"
+ <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="My Sales Team(s)"/>
- <filter string="Show Sales Team"
+ help="Leads that are assigned to one of the sale teams I manage, or to me"/>
+ <separator orientation="vertical"/>
+ <filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
- </field>
+ <field name="name" string="Lead / Customer"
+ filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
+ <field name="user_id"/>
+ <field name="subjects"/>
+ <field name="section_id" widget="selection"
+ context="{'invisible_section': False}"/>
<separator orientation="vertical"/>
<field name="country_id" context="{'invisible_country': False}">
<filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
<search string="Search Opportunities">
<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 icon="terp-gtk-media-pause"
string="Pending" help="Pending Opportunities"
+ name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
- <field name="name" string="Opportunity / Customer"
- filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
- <field name="user_id">
- <filter string="Unassigned Opportunities"
+ <filter string="Unassigned Opportunities"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Opportunities" />
- </field>
+ <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="name" string="Opportunity / Customer"
+ filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
+ <field name="user_id"/>
<field name="country"/>
<field name="partner_id"/>
<field name="section_id"
context="{'invisible_section': False, 'default_section_id': self}">
- <filter string="My Sales Team(s)" icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- context="{'invisible_section': False}"
- help="My Sales Team(s)" />
<filter string="Show Sales Team"
icon="terp-personal+"
context="{'invisible_section': False}"
<field name="arch" type="xml">
<search string="Search Meetings">
<group>
- <field name="name" string="Meeting / Partner"
- filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/>
- <field name="user_id">
- <filter string="My Meetings"
+ <filter string="My Meetings"
icon="terp-personal"
domain="[('user_id','=',uid)]"
help="My Meetings" />
- </field>
+ <separator orientation="vertical"/>
+ <field name="name" string="Meeting / Partner"
+ filter_domain="['|', ('name','ilike',self), ('partner_id','ilike', self)]"/>
+ <field name="user_id"/>
<field name="partner_id"/>
</group>
</search>
<field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain">[('state','!=','done')]</field>
<field name="context" eval="'{\'default_state\':\'open\'}'"/>
- <field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
+ <field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
<field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
</record>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
- <field name="name"/>
- <field name="partner_id"/>
- <field name="user_id">
- <filter string="Unassigned Phonecalls"
+ <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
+ <separator orientation="vertical"/>
+ <filter string="Unassigned Phonecalls"
icon="terp-personal-"
domain="[('user_id','=',False)]"
- help="Unassigned Phonecalls" />
- </field>
- <field name="section_id"
- widget="selection" string="Sales Team">
- <filter string="My Sales Team(s)"
+ 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])]"
- help="My Sales Team(s)" />
- <field name="date"/>
- </field>
- <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" />
- </group>
- </search>
- </field>
- </record>
- <!-- Scheduled a phonecall search view-->
- <record id="view_crm_case_scheduled_phonecalls_filter" model="ir.ui.view">
- <field name="name">CRM - Scheduled Calls Search</field>
- <field name="model">crm.phonecall</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Scheduled Phonecalls">
- <filter icon="terp-gtk-go-back-rtl" string="To Do" name="current" domain="[('state','=','open')]"/>
-
+ help="Phone Calls that are assigned to me or to my team(s)" />
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_id"/>
- <field name="user_id">
- <filter string="Unassigned Phonecalls"
- icon="terp-personal-"
- domain="[('user_id','=',False)]"
- help="Unassigned Phonecalls" />
- </field>
+ <field name="user_id"/>
<field name="section_id"
- widget="selection" string="Sales Team">
- <filter string="My Sales Team(s)"
- icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My Sales Team(s)" />
+ widget="selection" string="Sales Team"/>
<field name="date"/>
- </field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]"
string="Closed"
domain="[('state','=','done')]"
help="Leads/Opportunities which are in done state"/>
-
<separator orientation="vertical" />
- <field name="section_id"
- context="{'invisible_section': False}">
- <filter string="My Sales Team(s)" icon="terp-personal+"
+ <filter string="My Sales Team(s)" icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
- help="My Sales Team(s)" />
- </field>
- <field name="user_id" string="Salesperson">
- <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
- </field>
+ 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/>
<group expand="0" string="Extended Filters...">
domain="[('state','=','pending')]"
help="Phone calls which are in pending state"/>
<separator orientation="vertical" />
- <field name="section_id" string="Sales Team"
- context="{'invisible_section': False}">
- <filter string="My Sales Team(s)"
+ <filter string="My Sales Team(s)"
icon="terp-personal+"
context="{'invisible_section': False}"
domain="[('section_id.user_id','=',uid)]"
- help="My Sales Team(s)" />
- </field>
- <field name="user_id" string="Salesperson">
- <filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
- </field>
+ 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/>
<group expand="0" string="Extended Filters...">
help="All pending Claims"
/>
<separator orientation="vertical"/>
- <field name="name"/>
- <field name="partner_id"/>
- <field name="user_id" widget="selection">
- <filter string="Unassigned Claims"
+ <filter string="Unassigned Claims"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Claims" />
- </field>
+ <separator orientation="vertical"/>
+ <field name="name"/>
+ <field name="partner_id"/>
+ <field name="user_id" widget="selection"/>
<newline/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner"
domain="[('state','=','pending')]"
help="Pending Funds" />
<separator orientation="vertical" />
- <field name="state"/>
- <field name="name"
- string="Fund Description" />
- <field name="user_id"
- widget="selection">
- <filter string="Unassigned"
+ <filter string="Unassigned"
icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned" />
- </field>
- <field name="section_id" widget="selection" string="Sales Team">
- <filter string="My Sales Team(s)"
+ <filter string="Assigned to Me or to My Sales Team(s)"
icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My Sales Team(s)" />
- </field>
+ help="Fund Raisings that are assigned to me or to one of the sale teams I manage" />
+ <separator orientation="vertical" />
+ <field name="state"/>
+ <field name="name"
+ string="Fund Description" />
+ <field name="user_id"
+ widget="selection"/>
+ <field name="section_id" widget="selection" string="Sales Team"/>
</group>
<newline/>
<group expand="0" string="Group By...">
help="All pending Helpdesk Request"
/>
<separator orientation="vertical"/>
+ <filter string="Assigned to Me or My Sales Team(s)"
+ icon="terp-personal+"
+ domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" />
+ <separator orientation="vertical"/>
<field name="name" string="Query"/>
<field name="partner_id" />
<field name="user_id" widget="selection"/>
- <field name="section_id" widget="selection" string="Sales Team">
- <filter string="My Sales Team(s)"
- icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="My Sales Team(s)" />
- </field>
+ <field name="section_id" widget="selection" string="Sales Team"/>
<field name="date"/>
<newline/>
<group expand="0" string="Group By...">