Improve Search Views in Trunk

Registered by Fabien (Open ERP)

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 ['|',('type','=','stockable'),('type','=','consumable')]
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][Unassigned]-
Filters: /
    Overpassed Tasks: deadline < today, state in ('draft','pending','open')

project.task (with module project_gtd installed)
------------

[Draft] [Open] [Pending] | -Summary- -Project [Unassigned]- -Responsible [My][My Department][Unassigned]-
[Inbox] -Timeboxes[Daily]- -Context-
Filters: /
    Overpassed Tasks: deadline < today, state in ('draft','pending','open')

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_id.reconcile and reconcile_id=False)

account.move
------------

[draft] [posted] | -date- -number- -journal- -partner-

account.analytic.account
------------------------

-name- -code-
Filters:
  Accounts to Renew: deadline < today OR max_qty>hours_tot OR max_invoice>invoiced_amount

account.analytic.move
---------------------

[My] -description- -journal- -account_id- -date-

hr.timesheet
------------

[Today] [My] | -user- -analaytic_acocunt_id- -date-

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)

Sprints

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Committed on trunk.

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Work Items

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