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[ADD] sales manus : Help added on Sales menu items.when user click first time, he can see help, what is the purpose of that menu 

bzr revid: vir@tinyerp.com-20100719094906-1m4n1g7hqkvbzil3
This commit is contained in:
Vir (Open ERP) 2010-07-19 15:19:06 +05:30
parent 9566dcc295
commit 0d823c054a
16 changed files with 43 additions and 18 deletions
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1
addons/crm/crm_lead_menu.xml
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@ -11,6 +11,7 @@
<field name="context">{"search_default_user_id":uid,'search_default_current':1}</field>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{'search_default_current':1, 'default_type': 'lead'}</field>
<field name="help">A lead is a first, unqualified, contact with a new prospect. Use leads when you import a database of prospects or integrate your website's contact form with OpenERP. After having been qualified, the lead can be converted to a partner and a business opportunity for a further detailed tracking of the related activities.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_all">

1
addons/crm/crm_meeting_menu.xml
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@ -52,6 +52,7 @@
<field name="view_id" ref="crm_case_calendar_view_meet"/>
<field name="context">{"search_default_user_id":uid}</field>
<field name="search_view_id" ref="view_crm_case_meetings_filter"/>
<field name="help">The calendar of meetings is shared between sales teams and fully integrated with the others applications like the employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_calendar_meet">

2
addons/crm/crm_opportunity_menu.xml
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@ -30,6 +30,8 @@
<field name="context">{'search_default_user_id':uid,'search_default_current':1, 'default_type': 'opportunity'}</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help">Opportunities allows you to track your best deals pipeline: history of the communication, expected revenues, stage of each opportunity, excepted closings, etc. Opportunities are usually connected with the email gateway: new emails may create opportunities and each opportunity automatically gets the history of the conversation with the customer.
Your teams will be able to plan meeting and phonecalls from opportunities, to convert opportunities into quotations, to manage documents related to the opportunity, to track all activities related to this customer, etc.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">

5
addons/crm/crm_phonecall_menu.xml
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@ -12,7 +12,7 @@
domain="[('partner_id', '=', active_id)]"
groups="base.group_extended"
/>
<act_window
id="act_crm_phonecall_crm_meeting_new"
name="Meetings"
@ -69,6 +69,8 @@
<field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone1'))+')]'"/>
<field name="context" eval="'{\'set_editable\':True,\'default_state\':\'open\', \'search_default_current\':1,\'search_default_today\':1, \'default_categ_id\': ' + str(ref('categ_phone1')) +'}'"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
<field name="help">Trace easily all your Inbound calls. The Inbound menu open a search view in editable mode, so you can easily modify or add a new call record. With the actions buttons convert a lead into an opportunity or plan a meeting.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_incoming0">
@ -105,6 +107,7 @@
<field name="domain" eval="'[(\'categ_id\',\'=\','+str(ref('categ_phone2'))+')]'"/>
<field name="context" eval="'{\'default_state\':\'open\', \'search_default_current\':1, \'default_categ_id\': ' + str(ref('categ_phone2')) +'}'"/>
<field name="search_view_id" ref="crm.view_crm_case_phonecalls_filter"/>
<field name="help">The Outbound menu open a search view in editable mode, so you can easily modify or plan a new call. Actions buttons allows you to to make you call status evolved for a better follow up of your planned calls. During calls, convert your lead into an opportunity, plan a meeting or canceled it.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_phone_outgoing0">

4
addons/crm/report/crm_lead_report_view.xml
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@ -59,7 +59,7 @@
</graph>
</field>
</record>
<!-- Leads by user and section Search View -->
<record id="view_report_crm_lead_filter" model="ir.ui.view">
@ -188,6 +188,7 @@
<field name="context">{'search_default_lead':1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('type', '=', 'lead')]</field>
<field name="help">Leads Analysis allows you to consult different informations relative to CRM. Check for treatments delays, number of responses given and emails send. You can sort out your leads analysis on different groups to get fine grained analysis.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_lead_tree">
@ -211,6 +212,7 @@
<field name="context">{"search_default_opportunity": 1, "search_default_user":1,"search_default_this_month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_mode">tree,graph</field>
<field name="domain">[('type', '=', 'opportunity')]</field>
<field name="help">Opportunities Analysis menu gives you an instant access to your opportunities like expected revenue, planned cost, overpassed deadline or the number of exchanges by opportunity.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_opportunity_tree">

1
addons/crm/report/crm_phonecall_report_view.xml
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@ -171,6 +171,7 @@
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_phonecall_tree"/>
<field name="search_view_id" ref="view_report_crm_phonecall_filter"/>
<field name="help">Get an anlysis of Phone Calls number and delay to close, stage, user suits to different groups for a global or a fine grained analysis.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_phonecall_tree">

1
addons/crm_claim/crm_claim_menu.xml
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@ -16,6 +16,7 @@
<field name="view_id" ref="crm_case_claims_tree_view"/>
<field name="context">{"search_default_section_id":section_id,"search_default_current":1,"search_default_user_id":uid}</field>
<field name="search_view_id" ref="crm_claim.view_crm_case_claims_filter"/>
<field name="help">Record and trace your customers' claims here. A claim is defined by a client name, several types, a status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a lot. You can send emails with attachments and get the history of the claim treatment (emails send, interventions type, etc.). </field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_claim0">

1
addons/crm_fundraising/crm_fundraising_menu.xml
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@ -15,6 +15,7 @@
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="context">{"search_default_user_id":uid,"search_default_current":1}</field>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
<field name="help">When you wish to support your organization or a campaign, trace here all your activities for collecting money. The menu open a search list where you can find funds description, email, history, probability of success. Several actions buttons allows you to easily modify your different fund status.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_fund_all1">

4
addons/crm_fundraising/report/crm_fundraising_report_view.xml
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@ -181,10 +181,10 @@
<field name="context">{"search_default_User":1,"search_default_This Month":1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="view_id" ref="view_report_crm_fundraising_tree"/>
<field name="search_view_id" ref="view_report_crm_fundraising_filter"/>
<field name="help">With Fund Raising get at a glance a view to your fund raising campaigns with the estimated revenue, average probability and delay to close.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
<record model="ir.actions.act_window.view" id="action_report_crm_fundrising_tree">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="view_report_crm_fundraising_tree"/>

1
addons/crm_helpdesk/crm_helpdesk_menu.xml
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@ -13,6 +13,7 @@
<field name="view_id" ref="crm_case_tree_view_helpdesk"/>
<field name="context">{"search_default_user_id":uid}</field>
<field name="search_view_id" ref="view_crm_case_helpdesk_filter"/>
<field name="help">Alike records and processing of claims, Helpdesk and Support is a good tool to trace your interventions. This menu is more adapted to an oral communication, which is not necessarily related to a claim. Select a customer, add notes and categorize your interventions with a channel and a priority level.</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_sec_tree_view_act111">

1
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
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@ -163,6 +163,7 @@
<field name="view_mode">tree,graph</field>
<field name="view_id" ref="view_report_crm_helpdesk_tree"/>
<field name="search_view_id" ref="view_report_crm_helpdesk_filter"/>
<field name="help">Helpdesk allows you to consult different informations relative to support demands. Check for treatments delays, number of responses given and emails send and costs. You can sort out your analysis on different groups to get fine grained analysis.</field>
</record>
<record model="ir.actions.act_window.view" id="action_report_crm_helpdesk_tree">

2
addons/document/document_view.xml
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@ -317,6 +317,8 @@
<field name="res_model">ir.attachment</field>
<field name="name">Document</field>
<field name="view_type">form</field>
<field name="search_view_id" ref="view_attach_filter"/>
<field name="help">Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.)</field>
</record>
<menuitem name="Documents" id="menu_document_doc" parent="knowledge.menu_document" sequence="0"/>
<menuitem

4
addons/product/product_view.xml
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@ -192,6 +192,7 @@
<field name="view_type">form</field>
<field name="view_id" ref="product_product_tree_view"/>
<field name="search_view_id" ref="product_search_form_view"/>
<field name="help">In OpenERP, a product is something you can buy and sell. It can be a raw material, a stockable product, a consumable or a service. The product form contains a detailed information on the products like procurement logistic, sales price, product category, suppliers, etc.</field>
</record>
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
@ -250,6 +251,7 @@
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="product_category_tree_view"/>
<field name="help">Products category opens a tree structure view of your products by category.</field>
</record>
<menuitem
action="product_category_action"
@ -488,7 +490,7 @@
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Product Variant">
<field name="product_tmpl_id" select="1"/>
<field name="product_tmpl_id" select="1"/>
<field name="active" select="1"/>
<field name="variants" select="1"/>
<field name="default_code" select="1"/>

2
addons/sale/report/sale_report_view.xml
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@ -124,6 +124,7 @@
<field name="search_view_id" ref="view_order_product_search"/>
<field name="view_id" ref="view_order_product_tree"/>
<field name="context">{'search_default_month':1,'search_default_User':1,'group_by_no_leaf':1,'group_by':[]}</field>
<field name="help">With Sales Analysis consult your sales total amount suits to different group criteria (salesman, partner, product, etc.)</field>
</record>
<menuitem id="base.next_id_64" name="Reporting" parent="base.menu_base_partner" sequence="11"/>
@ -135,6 +136,7 @@
<field name="view_type">form</field>
<field name="view_mode">tree,graph</field>
<field name="context">{'search_default_month':1, 'search_default_group_product':1, 'search_default_group_partner':1, 'search_default_done':1, 'search_default_out': 1, 'group_by':[], 'group_by_no_leaf':1}</field>
<field name="help">Shipments Analysis opens a search views with all your shipments (in and out quantities), their total value, planned and actual dates. You can sort out your analysis on different groups to get fine grained analysis.</field>
</record>
<menuitem action="action_stock_move_report_so" id="menu_action_stock_move_report_so" parent="base.next_id_64" sequence="25"/>

2
addons/sale/sale_view.xml
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@ -294,6 +294,7 @@
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="view_sales_order_filter"/>
<field name="help">The sale order manages the invoicing, the product fullfilment and the delivery processes. OpenERP can handle products, services and consumables so that a sale order can trigger tasks, manufacturing orders, purchases, etc. It support several invoicing methods according to your configuration: from the sale order, from the pickings, etc.</field>
</record>
<menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="3"/>
@ -500,6 +501,7 @@
<field name="search_view_id" ref="view_sales_order_uninvoiced_line_filter" />
<field name="context">{"search_default_uninvoiced":1}</field>
<field name="filter" eval="True"/>
<field name="help">Lines to invoice opens a search view with sales order and their status.</field>
</record>
<record id="action_order_line_tree3" model="ir.actions.act_window">

29
addons/wiki_sale_faq/wiki_sale_faq_view.xml
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@ -8,20 +8,23 @@
parent="base.menu_base_partner"/>
<record model="ir.actions.act_window" id="action_document_form">
<field name="type">ir.actions.act_window</field>
<field name="res_model">ir.attachment</field>
<field name="view_type">form</field>
<field name="domain" eval="[('parent_id','=',ref('dir_sale'))]"></field>
</record>
<field name="name">Documents</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">ir.attachment</field>
<field name="view_type">form</field>
<field name="domain" eval="[('parent_id','=',ref('dir_sale'))]"></field>
<field name="help">Documents give your access to all attached documents; it's a repository of all attached documents (mails, documents attached to a project, etc.)</field>
</record>
<record model="ir.actions.act_window" id="action_wiki_test">
<field name="name">Wiki Pages</field>
<field name="res_model">wiki.wiki</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain" eval="[('group_id','=',ref('wiki_groups_sale_faq'))]"/>
<field name="search_view_id" ref="wiki.view_wiki_filter"/>
</record>
<record model="ir.actions.act_window" id="action_wiki_test">
<field name="name">Wiki Pages</field>
<field name="res_model">wiki.wiki</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain" eval="[('group_id','=',ref('wiki_groups_sale_faq'))]"/>
<field name="search_view_id" ref="wiki.view_wiki_filter"/>
<field name="help">FAQ is a wiki page used to share frequently ask questions.</field>
</record>
<menuitem
name="Documents"