From fe7773ea988d9e6adcc619a41520ff17ee9f235e Mon Sep 17 00:00:00 2001
From: "rpa (Open ERP)" <rpa@tinyerp.com>
Date: Wed, 28 Oct 2009 19:25:44 +0530
Subject: [PATCH] [IMP]: CRM Ergonomy Improvement blueprint:  Improvement in
 search views for leads, opportunities, phonecalls, bugs, jobs , claims

bzr revid: rpa@tinyerp.com-20091028135544-4xgt7v00243w0bi7
---
 addons/crm_configuration/crm_bugs_view.xml    | 14 ++++++---
 addons/crm_configuration/crm_claims_view.xml  | 14 ++++-----
 addons/crm_configuration/crm_jobs_view.xml    | 24 +++++++--------
 addons/crm_configuration/crm_lead_view.xml    |  5 ++--
 .../crm_opportunity_view.xml                  | 30 ++++++++++---------
 .../crm_configuration/crm_phonecall_view.xml  | 22 ++++++++------
 6 files changed, 59 insertions(+), 50 deletions(-)

diff --git a/addons/crm_configuration/crm_bugs_view.xml b/addons/crm_configuration/crm_bugs_view.xml
index fb3455d2928..112decd8491 100644
--- a/addons/crm_configuration/crm_bugs_view.xml
+++ b/addons/crm_configuration/crm_bugs_view.xml
@@ -150,19 +150,25 @@
         <field name="type">search</field>
         <field name="arch" type="xml">
             <search string="Search Bugs">
-               <group col="4" colspan="1">
+               <group col="7" colspan="1">
                    <filter icon="gtk-execute" string="Fixed Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Bugs"/>
                    <filter icon="gtk-execute" string="Waiting Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Bugs"/>
                    <filter icon="gtk-execute" string="Future Bugs" domain="[('section_id.name','=','Bug Tracking'),('stage_id.name','=','Future')]" separator="1" help="All Future Bugs"/>
+                   <separator orientation="vertical"/>
+                   <filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
+                   <filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
                </group>
-               <group col="4" colspan="4">
+               <group col="4" colspan="2">
+               		<field name="name" select='1'/>
+                   <field name="user_id" select="1" widget="selection">
+                   	<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
+                   	<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
+                   </field>
                    <field name="state" select="1">
                        <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Bugs"/>
                        <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Bugs"/>
                        <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Bugs"/>
                    </field>
-                   <field name="name" select='1'/>
-                   <field name="user_id" select="1" widget="selection"/>
                </group>
             </search>
          </field>
diff --git a/addons/crm_configuration/crm_claims_view.xml b/addons/crm_configuration/crm_claims_view.xml
index 4f9a73da22f..81b2153e2b8 100644
--- a/addons/crm_configuration/crm_claims_view.xml
+++ b/addons/crm_configuration/crm_claims_view.xml
@@ -159,18 +159,14 @@
             <field name="arch" type="xml">
                 <search string="Search Claims">
                    <group col="5" colspan="1">
-                       <filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" default="1" help="Claims Related to Current User"/>
-                       <filter icon="gtk-execute" string="Fixed Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Fixed')]" separator="1" help="All Fixed Claims"/>
-                       <filter icon="gtk-execute" string="Waiting Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Awaiting Response')]" separator="1" help="All Waiting Claims"/>
-                       <filter icon="gtk-execute" string="Accepted Claims" domain="[('section_id.name','=','Claims'),('stage_id.name','=','Accepted as Claim')]" separator="1" help="All Accepted Claims"/>
+<!--                       <filter icon="gtk-execute" string="My Claims" domain="[('user_id','=',uid)]" separator="1" default="1" help="Claims Related to Current User"/>-->
+                       <filter icon="gtk-execute" string="New Claims" domain="[('section_id.name','=','Claims'),('state','=','draft')]" separator="1" help="New Claims"/>
+                       <filter icon="gtk-execute" string="In Progress Claims" domain="[('section_id.name','=','Claims'),('state','=','open')]" separator="1" help="In Progress Claims"/>
+                       <filter icon="gtk-execute" string="Pending Claims" domain="[('section_id.name','=','Claims'),('state','=','pending')]" separator="1" help="All pending Claims"/>
                    </group>
                    <group col="4" colspan="4">
-                       <field name="state" select="1">
-                           <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Claims"/>
-                           <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Claims"/>
-                           <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Claims"/>
-                       </field>
                        <field name="name" select='1'/>
+                       <field name="partner_id" select="1"/>
                        <field name="user_id" select="1" widget="selection"/>
                    </group>
                </search>
diff --git a/addons/crm_configuration/crm_jobs_view.xml b/addons/crm_configuration/crm_jobs_view.xml
index bb109a3c488..d4c1739f28c 100644
--- a/addons/crm_configuration/crm_jobs_view.xml
+++ b/addons/crm_configuration/crm_jobs_view.xml
@@ -157,19 +157,19 @@
             <field name="type">search</field>
             <field name="arch" type="xml">
                 <search string="Search Jobs">
-                   <group col="5" colspan="1">
-                       <filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/>
-                       <filter icon="gtk-execute" string="Initial Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/>
-                       <filter icon="gtk-execute" string="First Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','First Interview')]" separator="1" help="First Interview"/>
-                       <filter icon="gtk-execute" string="Second Interview" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Second Interview')]" separator="1" help="Second Interview"/>
+                   <group col="7" colspan="1">
+	                   <filter icon="gtk-execute" string="   Today   " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
+	                	<filter icon="gtk-execute" string="    7 Days    " separator="1" domain="[]" help="Opportunities during last 7 days"/>
+<!--                       <filter icon="gtk-execute" string="My Jobs" domain="[('user_id','=',uid)]" separator="1" help="Jobs Related to Current User"/>-->
+						<separator orientation="vertical"/>
+                       <filter icon="gtk-execute" string="New Jobs" domain="[('section_id.name','=','Jobs'),('stage_id.name','=','Initial Jobs Demand')]" separator="1" help="All Initial Jobs"/>
+                       <filter icon="gtk-execute" string="Open Jobs" domain="[('section_id.name','=','Jobs'),('state','=','open')]" separator="1" help="Open Jobs"/>
+                       <filter icon="gtk-execute" string="Pending Jobs" domain="[('section_id.name','=','Jobs'),('state','=','pending')]" separator="1" help="Pending Jobs"/>
                    </group>
-                   <group col="4" colspan="4">
-                       <field name="state" select="1">
-                           <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Jobs"/>
-                           <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Jobs"/>
-                           <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Jobs"/>
-                       </field>
-                       <field name="name" select='1'/>
+                   <separator orientation="vertical"/>
+                   <group col="4" colspan="2">
+                   		<field name="name" select='1'/>
+                   		<field name="email_from" select='1' string="Email"/>
                        <field name="user_id" select="1" widget="selection"/>
                    </group>
                </search>
diff --git a/addons/crm_configuration/crm_lead_view.xml b/addons/crm_configuration/crm_lead_view.xml
index 6ee12aeb4d9..0cfcbe0334e 100644
--- a/addons/crm_configuration/crm_lead_view.xml
+++ b/addons/crm_configuration/crm_lead_view.xml
@@ -179,9 +179,10 @@
             <search string="Search Prospects">
                <group col="3" colspan="1">
                 <filter icon="gtk-execute" string="   Today   " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Prospects"/>
-<!--                <filter icon="gtk-execute" string="    7 Days    " separator="1" domain="[('create_date::date','&lt;',time.strftime('%%Y-%%m-%%d'))]" help="Prospects during last 7 days"/> -->
+                <filter icon="gtk-execute" string="    7 Days    " separator="1" domain="[]" help="Prospects during last 7 days"/> 
                </group>
-               <group col="4" colspan="4">
+               <separator orientation="vertical"/>
+               <group col="4" colspan="2">
                    <field name="name" select="1"/>
                    <field name="state" select="1">
                        <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Prospects"/>
diff --git a/addons/crm_configuration/crm_opportunity_view.xml b/addons/crm_configuration/crm_opportunity_view.xml
index bc75830d7ba..d08062b8ae6 100644
--- a/addons/crm_configuration/crm_opportunity_view.xml
+++ b/addons/crm_configuration/crm_opportunity_view.xml
@@ -147,27 +147,29 @@
             </tree>
         </field>
     </record>
+    
     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
         <field name="name">crm.case.opportunities.select</field>
         <field name="model">crm.case</field>
         <field name="type">search</field>
         <field name="arch" type="xml">
             <search string="Search Opportunities">
-               <group col="5" colspan="1">
-                   <filter icon="gtk-execute" string="My Opportunities" default="1" domain="[('user_id','=',uid)]" separator="1" help="Opportunities Related to Current User"/>
-                   <filter icon="gtk-execute" string="Prospecting" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Prospecting')]" separator="1" help="All Prospecting Prospects"/>
-                   <filter icon="gtk-execute" string="Proposition" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Value Proposition')]" separator="1" help="Value Proposition Prospects"/>
-                   <filter icon="gtk-execute" string="Analysis" domain="[('section_id.name','=','Opportunities'),('stage_id.name','=','Needs Analysis')]" separator="1" help="Needs Analysis Prospects"/>
-                   </group>
-               <group col="4" colspan="4">
-                   <field name="state" select="1">
-                       <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Opportunities"/>
-                       <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Opportunities"/>
-                       <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Opportunities"/>
+           		<group col="3" colspan="1">
+                <filter icon="gtk-execute" string="   Today   " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
+                <filter icon="gtk-execute" string="    7 Days    " separator="1" domain="[]" help="Opportunities during last 7 days"/> 
+               </group>
+               <separator orientation="vertical"/>
+               <group col="5" colspan="2">
+                   <field name="name" select="1"/>
+                   <field name="user_id" select="1" widget="selection">
+                   	<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
+                   	<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
                    </field>
-                   <field name="name" select='1'/>
-                   <field name="user_id" select="1" widget="selection"/>
-                   </group>
+                   <field name="partner_id" select="1"/>
+                   <field name="state" select="1">
+                       <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
+                   </field>
+               </group>
            </search>
         </field>
     </record>
diff --git a/addons/crm_configuration/crm_phonecall_view.xml b/addons/crm_configuration/crm_phonecall_view.xml
index fbf5a8bded9..9e064fd74c1 100644
--- a/addons/crm_configuration/crm_phonecall_view.xml
+++ b/addons/crm_configuration/crm_phonecall_view.xml
@@ -100,19 +100,23 @@
         <field name="type">search</field>
         <field name="arch" type="xml">
             <search string="Search Phonecalls">
-               <group col="4" colspan="1">
-                   <filter icon="gtk-execute" string="My Phonecalls" default="1" domain="[('user_id','=',uid)]" separator="1" help="Phonecalls Related to Current User"/>
+               <group col="6" colspan="1">
+					<filter icon="gtk-execute" string="   Today   " separator="1" domain="[('create_date::date','=',time.strftime('%%Y-%%m-%%d'))]" help="Todays's Opportunities"/>
+					<filter icon="gtk-execute" string="    7 Days    " separator="1" domain="[]" help="Opportunities during last 7 days"/>
+                   <separator orientation="vertical"/>
                    <filter icon="gtk-execute" string="Inbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Inbound')]" separator="1" help="All Inbound Phonecalls"/>
                    <filter icon="gtk-execute" string="Outbound Phonecalls" domain="[('section_id.name','=','Phone Calls'),('categ_id.name','=','Outbound')]" separator="1" help="All Outbound Phonecalls"/>
                    </group>
-               <group col="4" colspan="4">
-                   <field name="state" select="1">
-                       <filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Phonecalls"/>
-                       <filter icon="terp-crm" domain="[('state','=','open')]" help="Open Phonecalls"/>
-                       <filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Phonecalls"/>
+                 <separator orientation="vertical"/>
+               <group col="4" colspan="2">
+             		<field name="name" select='1'/>
+               		<field name="user_id" select="1" widget="selection">
+	                   	<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Prospects" default="1"/>
+	                   	<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Prospects"/>
+                   </field>
+                   <field name="state" select="1">
+                       <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
                    </field>
-                   <field name="name" select='1'/>
-                   <field name="user_id" select="1" widget="selection"/>
                    </group>
            </search>
         </field>