Custom Filter UI#

The OpenSPP Custom Filter UI module customizes the OpenSPP user interface to significantly enhance filtering capabilities for registrant partners (res.partner records). This improves usability and efficiency for program managers and administrators in managing individuals and groups within social protection programs and farmer registries.

Purpose#

This module directly addresses the need for efficient data retrieval within OpenSPP, providing program staff with powerful tools to locate and manage registrant information.

  • Streamlines Data Search: It enables users to quickly filter res.partner records based on a wide array of relevant criteria, from demographics to program enrollment status.

  • Enhances User Experience: By making key fields easily filterable, the module reduces the time and effort required to find specific registrants or groups, improving overall productivity.

  • Supports Program Management: Program managers can efficiently identify specific populations, such as all registrants in a particular program or all groups of a certain type, for targeted interventions or reporting.

  • Improves Operational Efficiency: Faster access to filtered data supports more agile decision-making and more effective management of social protection benefits and farmer registry information.

  • Customizes UI for Relevance: It leverages the underlying custom filter mechanism to ensure only the most useful fields are available for filtering, preventing UI clutter and focusing user attention.

Dependencies and Integration#

The spp_custom_filter_ui module integrates seamlessly with core OpenSPP functionalities by building upon several foundational modules:

  • OpenSPP Custom Filter: This module is foundational, providing the core mechanism to define which fields across any model can be made filterable in the user interface. spp_custom_filter_ui extends this capability specifically to the res.partner model, enabling a tailored set of fields for filtering registrants.

  • G2P Registry Groups: This module enables the management of groups as registrants and defines various group types. spp_custom_filter_ui utilizes this by making the kind field (group type) filterable, allowing users to efficiently search for groups based on their classification (e.g., "Household," "Cooperative").

  • G2P Programs: This module manages the definition and administration of social protection programs. spp_custom_filter_ui enhances the ability to filter res.partner records that are often beneficiaries or participants in these programs, improving the management of program-related data for registrants.

This module primarily extends the res.partner model, enriching it with the custom.filter.mixin to make a comprehensive set of registrant-related fields available for custom filtering throughout OpenSPP's user interface.

Additional Functionality#

The spp_custom_filter_ui module significantly expands filtering options for res.partner records, allowing users to refine searches based on various criteria.

Core Registrant and Contact Filters#

Users can filter registrants using fundamental contact and status information. This includes filtering by name, address, phone, and email for direct contact information. Additionally, the active field allows users to quickly view only currently active registrants, streamlining lists and reports.

Demographic and Personal Identifiers#

The module enables detailed searches based on personal attributes. Users can filter by addl_name (additional name), family_name, and given_name for precise identity searches. Filtering by birth_place, birthdate, and birthdate_not_exact helps in identifying individuals based on their birth information, which is crucial for age-based program eligibility.

Program and Group Affiliation Filters#

Program managers can effectively segment registrants based on their roles and associations. Users can filter by is_registrant or is_group to distinguish between individual beneficiaries and group entities. The kind field allows filtering by the type of group (e.g., "Farmer Group," "Household"), while category_id helps in classifying registrants further. Filters for program_membership_ids, group_membership_ids, and individual_membership_ids enable identification of registrants based on their participation in specific programs or their relationships within groups.

Administrative and Audit Trail Filters#

This module also provides filters for administrative and system-level data. Users can filter by registration_date, create_date, create_uid, write_date, and write_uid to track the lifecycle and modification history of registrant records. Filters for disabled, disabled_by, and disabled_reason allow for auditing and managing deactivated registrant accounts, ensuring accountability and data integrity.

Conclusion#

The OpenSPP Custom Filter UI module is essential for enhancing data accessibility and operational efficiency by providing comprehensive and intuitive filtering capabilities for registrant records within OpenSPP.