[IMP] useability and dasboards of sale and crm

bzr revid: fp@tinyerp.com-20111211110956-ygyrsdjo2ocq5wxn

addons/crm/board_crm_view.xml

@@ -83,16 +83,6 @@
             <field name="act_window_id" ref="act_my_oppor"/>
         </record>
 
-          <record model="ir.actions.act_window" id="act_my_meetings">
-               <field name="name">My Meetings</field>
-               <field name="res_model">crm.meeting</field>
-               <field name="view_type">form</field>
-               <field name="view_mode">tree,form</field>
-               <field name="view_id" ref="crm.crm_case_tree_view_meet"/>
-               <field name="domain">[('user_id','=',uid),('state','not in',('cancel','done'))]</field>
-               <field name="context">{'default_user_id': uid}</field>
-          </record>
-
           <record model="ir.actions.act_window" id="act_my_oppor_stage">
                <field name="name">Planned Revenue By Stage</field>
                <field name="res_model">crm.lead.report</field>
@@ -111,11 +101,8 @@
                     <form string="Sales Dashboard">
                          <board style="1-1">
                             <column>
-                                <action string="My Open Opportunities"
+                                <action string="My Opportunities"
                                     name="%(act_my_oppor)d" creatable="true"/>
-                                <action
-                                    string="My Meetings"
-                                    name="%(act_my_meetings)d" creatable="true"/>
                             </column>
                             <column>
                                 <action string="My Planned Revenues by Stage"

addons/sale/sale.py

@@ -206,8 +206,8 @@ class sale_order(osv.osv):
             ('invoice_except', 'Invoice Exception'),
             ('done', 'Done'),
             ('cancel', 'Cancelled')
-            ], 'Order State', readonly=True, help="Givwizard = self.browse(cr, uid, ids)[0]es the state of the quotation or sales order. \nThe exception state is automatically set when a cancel operation occurs in the invoice validation (Invoice Exception) or in the picking list process (Shipping Exception). \nThe 'Waiting Schedule' state is set when the invoice is confirmed but waiting for the scheduler to run on the date 'Ordered Date'.", select=True),
-        'date_order': fields.date('Ordered Date', required=True, readonly=True, select=True, states={'draft': [('readonly', False)]}),
+            ], 'Order State', readonly=True, help="Givwizard = self.browse(cr, uid, ids)[0]es the state of the quotation or sales order. \nThe exception state is automatically set when a cancel operation occurs in the invoice validation (Invoice Exception) or in the picking list process (Shipping Exception). \nThe 'Waiting Schedule' state is set when the invoice is confirmed but waiting for the scheduler to run on the order date.", select=True),
+        'date_order': fields.date('Date', required=True, readonly=True, select=True, states={'draft': [('readonly', False)]}),
         'create_date': fields.datetime('Creation Date', readonly=True, select=True, help="Date on which sales order is created."),
         'date_confirm': fields.date('Confirmation Date', readonly=True, select=True, help="Date on which sales order is confirmed."),
         'user_id': fields.many2one('res.users', 'Salesman', states={'draft': [('readonly', False)]}, select=True),

addons/sale/sale_view.xml

@@ -84,7 +84,6 @@
                 <tree string="Sales Orders" colors="grey:state=='cancel';blue:state in ('waiting_date','manual');red:state in ('invoice_except','shipping_except')">
                     <field name="name"/>
                     <field name="date_order"/>
-                    <field name="client_order_ref" groups="base.group_extended"/>
                     <field name="partner_id"/>
                     <field name="user_id"/>
                     <field name="picked_rate" widget="progressbar"/>
@@ -259,7 +258,8 @@
                     <separator orientation="vertical"/>
                     <filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
                     <separator orientation="vertical"/>
-                    <field name="name"/>
+                    <field name="name"
+                        filter_domain="['|', ('name','ilike',self),('client_order_ref','ilike',self)]"/>
                     <field name="partner_id"/>
                     <field name="user_id">
                         <filter domain="[('user_id','=',uid)]" help="My Sale Orders" icon="terp-personal"/>

addons/sale_crm/board_sale_crm_view.xml

@@ -9,22 +9,8 @@
             <field name="arch" type="xml">
             <xpath expr="/form/board/column/action[@string='My Quotations']" position="before">
                 <action name="%(crm.act_my_oppor)d"
-                     string="My Open Opportunities"
+                     string="My Opportunities"
                      />
-                     <!--groups="base.group_sale_salesman,base.group_sale_manager"-->
-            </xpath>
-            </field>
-        </record>
-
-        <record model="ir.ui.view" id="board_crm_form_inherit_replace2">
-            <field name="name">board.crm.form.inherit.replace1</field>
-            <field name="model">board.board</field>
-            <field name="type">form</field>
-            <field name="inherit_id" ref="sale.board_sales_form"/>
-            <field name="arch" type="xml">
-            <xpath expr="/form/board/column/action[@string='My Quotations']" position="after">
-                <action name="%(crm.act_my_meetings)d"
-                     string="My Meetings"/>
             </xpath>
             </field>
         </record>
@@ -39,7 +25,6 @@
                 <action name="%(crm.act_my_oppor_stage)d"
                      string="My Planned Revenues by Stage"
                      />
-                     <!--groups="base.group_sale_salesman,base.group_sale_manager"-->
             </xpath>
             </field>
         </record>