Improve Search Views in Trunk
Introduction
============
The following documents describre all search views to be defined for most
objects of OpenERP in trunk.
Legend:
. [XYZ] : means a button that apply a domain
. -abc- : means a normal field
. | : means a vertical separation
. if on two lines, means: <newline/>
. -id- : put widget='char', size=16 in the view
. -salesman..- : on many2one res.users, means you must add two button icons:
- My...
- My Department's...
- -field [button]- button within a field
Screens to review
=================
res.partner:
-----------
[My Partners] | [Customer] [Supplier] | -name- -contacts- -country-
Note:
-contacts- if base_contact module is installed
Filters: /
res.partner.address
-------------------
-partner- -country- -contacts-
Filters: /
res.partner.contact
-------------------
-last_name- -first_name- -partner-
Filters: /
product.product
---------------
[Services] [Stockable] -name- -code- -category-
-Location_id- | -Pricelist-
Note:
-location_id- : has a domain to filter only on locations having type='internal'
put a context = this location
-pricelist_id
put a context = this pricelist (so that cusomer price changes)
[Stockable]: domain with ['|',('
Filters: /
sale.order
----------
[Quotations] [Running] | -reference- -customer- -salesman..- -date-
Note:
-Quotations- : state=draft
-Running-: state in ...
Filters:
Sales in Exceptions
Sales to Invoice : sales having state='manual'
Old Quotations : sales having state=draft, date<today - 1 month
sale.order.line
---------------
[To Invoice] | -reference- -customer- -product- -salesman..-
Note:
[Uninvoiced] : =uninvoiced and delivered lines
Filters: /
purchase.order
--------------
[Quotations] [Unapproved] | [To Invoice] | -reference- -customer- -product- -user..-
Filters: /
crm.case : leads
----------------
[Draft] [Open] [Pending] | -id- -subject- -partner- -partner_email- -responsible..-
Filters: /
crm.case : opportunities
-------
[Draft] [Open] [Pending] | -id- -subject- -partner- -partner_email- -responsible..-
crm.case : jobs
---------------
[Draft] [Open] [Pending] | -id- -subject- -candidate_name- -partner_email- -responsible..- -applied_job-
crm.case : bugs
---------------
[Draft] [Open] [Pending] | -id- -subject- -version- -responsible..-
crm.case : meetings
-------------------
[Draft] [Confirmed] | -subject- -responsible..- -partner-
project.task (without module project_gtd installed)
------------
[Draft] [Open] [Pending] | -Summary- -Project [Unassigned]- -Responsible [My][My Department]
Filters: /
Overpassed Tasks: deadline < today, state in ('draft'
project.task (with module project_gtd installed)
------------
[Draft] [Open] [Pending] | -Summary- -Project [Unassigned]- -Responsible [My][My Department]
[Inbox] -Timeboxes[Daily]- -Context-
Filters: /
Overpassed Tasks: deadline < today, state in ('draft'
account.invoices
----------------
[Draft] [Proforma] [Unpaid] | -Number- -Partner- -Price- -Origin-
Filters: /
project.project
---------------
[My Projects] [Templates] | -name- -partner- -state-
res.users
---------
-name- -login- -partner- -company-
Note:
. company: filters on accepted companies (not company_id)
. partner: filter on addresses
stock.packing
-------------
[Available] [Back Orders] -partner- -reference- -origin-
mrp.production
--------------
[Ready] [In Production] | -reference- -product- -routing- -origin-
mrp.procurement
---------------
[Exceptions] -reference- -product- -date- -state-
Filters:
Exceptions to Fix
account.move.line (using entries encoding by lines)
-----------------
[Draft] [Posted] | -date- -account- -partner- -debit/credit-
Note:
. The field debit-credit, a float field, search the amount on the debit or
the credit
. [Draft] : move_id.state = draft
. [Posted] : move_id.state = validated
Filters:
Lines to Reconcile (having account_
account.move
------------
[draft] [posted] | -date- -number- -journal- -partner-
account.
-------
-name- -code-
Filters:
Accounts to Renew: deadline < today OR max_qty>hours_tot OR max_invoice>
account.
-------
[My] -description- -journal- -account_id- -date-
hr.timesheet
------------
[Today] [My] | -user- -analaytic_
Blueprint information
- Status:
- Complete
- Approver:
- None
- Priority:
- Undefined
- Drafter:
- None
- Direction:
- Needs approval
- Assignee:
- None
- Definition:
- Approved
- Series goal:
- None
- Implementation:
- Implemented
- Milestone target:
- None
- Started by
- Fabien (Open ERP)
- Completed by
- Fabien (Open ERP)
Whiteboard
Committed on trunk.