[IMP]: crm: Usability Improvements:

* schedule meeting - remove domain to view all meetings before planning a new meeting 
 * recurrent rule : should be hide
 * Out Bound Phone: put TODO instead of Open
 * After rescheduling phone call, search view is improved

bzr revid: rpa@tinyerp.com-20100506134429-w6jupregsj9qif3m

addons/crm/crm_lead.py

@@ -113,7 +113,7 @@ class crm_lead(osv.osv, crm_case):
         'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
                          domain="[('section_id','=',section_id),\
                         ('object_id.model', '=', 'crm.lead')]"),
-        'partner_name': fields.char("Contact Name", size=64),
+        'partner_name': fields.char("Partner Name", size=64),
         'type':fields.selection([
             ('lead','Lead'),
             ('opportunity','Opportunity'),

addons/crm/crm_lead_view.xml

@@ -68,7 +68,7 @@
                 <page string="Lead">
                     <group colspan="2" col="4">
                         <separator string="Contact" colspan="4" col="4"/>
-                        <field name="partner_name" string="Contact Name" colspan="4"/>
+                        <field name="partner_name" string="Partner Name" colspan="4"/>
                         <newline/>
                         <field domain="[('domain', '=', 'contact')]" name="title"/>
                         <field name="function_name" />

addons/crm/crm_meeting_view.xml

@@ -119,7 +119,7 @@
                             <separator colspan="2" string="Visibility"/>
                             <field name="class" string="Privacy"/>
                             <field name="show_as" string="Show time as" groups="base.group_extended"/>
-                            <field name="rrule" groups="base.group_extended" />
+                            <field name="rrule" invisible="1" />
                             <field name="recurrent_id" invisible="1"/>
                             <field name="recurrent_uid" invisible="1"/>
                         </group>

addons/crm/crm_opportunity.py

@@ -152,7 +152,6 @@ class crm_opportunity(osv.osv):
             }
             value = {
                 'name': _('Meetings'),
-                'domain': "[('user_id','=',%s),('opportunity_id','=',%s)]" % (uid,opp.id),
                 'context': context,
                 'view_type': 'form',
                 'view_mode': 'calendar,form,tree',

addons/crm/crm_phonecall.py

@@ -44,7 +44,13 @@ class crm_phonecall(osv.osv, crm_case):
                                  domain="[('partner_id','=',partner_id)]"), 
         'company_id': fields.many2one('res.company', 'Company'), 
         'description': fields.text('Description'), 
-        'state': fields.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True, 
+        'state': fields.selection([
+                                    ('draft', 'Draft'), 
+                                    ('open', 'Todo'), 
+                                    ('cancel', 'Cancelled'), 
+                                    ('done', 'Closed'), 
+                                    ('pending', 'Pending'),
+                                ], 'State', size=16, readonly=True, 
                                   help='The state is set to \'Draft\', when a case is created.\
                                   \nIf the case is in progress the state is set to \'Open\'.\
                                   \nWhen the case is over, the state is set to \'Done\'.\

addons/crm/wizard/crm_lead_to_opportunity.py

@@ -146,7 +146,7 @@ Leads Could not convert into Opportunity"))
         res = super(crm_lead2opportunity, self).default_get(cr, uid, fields, context=context)
         for lead in lead_obj.browse(cr, uid, data, context=context):
             if 'name' in fields:
-                res.update({'name': lead.partner_name})
+                res.update({'name': lead.name})
             if 'partner_id' in fields:
                 res.update({'partner_id': lead.partner_id.id or False})
         return res

addons/crm/wizard/crm_lead_to_partner.py

@@ -86,6 +86,7 @@ class crm_lead2partner(osv.osv_memory):
                 res.update({'partner_id': partner_id})
             if 'action' in fields:
                 res.update({'action': partner_id and 'exist' or 'create'})
+
         return res
     
     def open_create_partner(self, cr, uid, ids, context=None):

addons/crm/wizard/crm_lead_to_partner_view.xml

@@ -46,7 +46,7 @@
        <act_window id="action_crm_lead2partner"
             key2="client_action_multi" name="Create a Partner"
             res_model="crm.lead2partner" src_model="crm.lead"
-            view_id="view_crm_lead2partner_create"
+            view_id="view_crm_lead2partner_create" 
             view_mode="form" target="new" view_type="form" />
 
      </data>

addons/crm/wizard/crm_phonecall_to_phonecall.py

@@ -93,7 +93,8 @@ class crm_phonecall2phonecall(osv.osv_memory):
                 'view_id': False,
                 'views': [(id2, 'form'), (id3, 'tree'), (False, 'calendar'), (False, 'graph')],
                 'type': 'ir.actions.act_window',
-                'res_id': phonecall_id
+                'res_id': phonecall_id, 
+                'search_view_id': res['res_id']
                 }
         return res