[MERGE] branch merged with trunk-menus-improvements-sale-mtr
bzr revid: mtr@tinyerp.com-20120305092802-p74tx51cdcpak8ik
This commit is contained in:
commit
89a9e35a76
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@ -3,7 +3,7 @@
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<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5"/>
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<record id="action_hr_tree_invoiced_all" model="ir.actions.act_window">
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<field name="name">All Uninvoiced Entries</field>
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<field name="name">Time & Costs to Invoice</field>
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<field name="res_model">account.analytic.line</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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@ -11,7 +11,7 @@
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<field name="context">{'search_default_to_invoice': 1}</field>
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<field name="search_view_id" ref="account.view_account_analytic_line_filter"/>
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</record>
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<menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced"/>
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<menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced" sequence="5"/>
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<record id="view_account_analytic_account_overdue_search" model="ir.ui.view">
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<field name="name">account.analytic.account.search</field>
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@ -81,7 +81,7 @@
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<menuitem id="base.menu_sales" name="Sales"
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parent="base.menu_base_partner"
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sequence="1"/>
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<menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="50" parent="base.menu_sales"/>
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<menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="6" parent="base.menu_sales"/>
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</data>
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@ -9,7 +9,7 @@
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="context">{'search_default_new':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
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<field name="context">{'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
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<field name="help">Leads allow you to manage and keep track of all initial contacts with a prospect or partner showing interest in your products or services. A lead is usually the first step in your sales cycle. Once qualified, a lead may be converted into a business opportunity, while creating the related partner for further detailed tracking of any linked activities. You can import a database of prospects, keep track of your business cards or integrate your website's contact form with the OpenERP Leads. Leads can be connected to the email gateway: new emails may create leads, each of them automatically gets the history of the conversation with the prospect.</field>
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</record>
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@ -87,12 +87,15 @@
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<!-- ALL MEETINGS -->
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<menuitem name="Meetings" id="menu_meeting_sale"
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parent="base.menu_base_partner" sequence="3"/>
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<!-- <menuitem name="Meetings" id="menu_meeting_sale"
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parent="base.menu_base_partner" sequence="3"/> -->
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<menuitem name="Import & Synchronize" id="base.menu_import_crm"
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parent="base.menu_base_partner"/>
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<menuitem name="Meetings" id="menu_crm_case_categ_meet"
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action="crm_case_categ_meet" parent="menu_meeting_sale"
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sequence="1" />
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action="crm_case_categ_meet" parent="base.menu_sales"
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sequence="7" />
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<record id="action_view_attendee_form" model="ir.actions.act_window">
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<field name="name">Meeting Invitations</field>
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@ -106,10 +109,10 @@
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<field name="help">With Meeting Invitations you can create and manage the meeting invitations sent/to be sent to your colleagues/partners. You can not only invite OpenERP users, but also external parties, such as a customer.</field>
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</record>
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<menuitem id="menu_attendee_invitations"
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<!-- <menuitem id="menu_attendee_invitations"
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name="Meeting Invitations" parent="crm.menu_meeting_sale"
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sequence="10" action="action_view_attendee_form"
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groups="base.group_no_one" />
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groups="base.group_no_one" /> -->
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</data>
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</openerp>
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@ -105,7 +105,7 @@
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<field name="view_mode">tree,calendar</field>
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<field name="view_id" ref="crm_case_phone_tree_view"/>
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<field name="domain">[('state','!=','done')]</field>
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<field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1}'"/>
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<field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\'}'"/>
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<field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
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<field name="help">Scheduled calls list all the calls to be done by your sales team. A salesman can record the information about the call in the form view. This information will be stored in the partner form to trace every contact you have with a customer. You can also import a .CSV file with a list of calls to be done by your sales team.</field>
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</record>
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@ -11,14 +11,14 @@
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<menuitem
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name="Synchronize This Calendar"
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name="Synchronize Your Meetings"
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action="action_caldav_browse"
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id="menu_caldav_browse"
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icon="STOCK_EXECUTE"
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parent="crm.menu_meeting_sale" sequence="1"/>
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parent="base.menu_import_crm" sequence="10"/>
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</data>
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</openerp>
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</openerp>
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@ -13,7 +13,7 @@
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<field name="res_model">crm.fundraising</field>
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<field name="view_mode">tree,form,graph</field>
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<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
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<field name="context">{"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id': section_id}</field>
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<field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
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<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
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<field name="help">If you need to collect money for your organization or a campaign, Fund Raising allows you to track all your fund raising activities. In the search list, filter by funds description, email, history and probability of success.</field>
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</record>
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@ -57,7 +57,8 @@
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<menuitem
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id="menu_crm_todo"
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parent="base.menu_sales"
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action="crm_todo_action"/>
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action="crm_todo_action"
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sequence="5"/>
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</data>
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@ -1,6 +1,6 @@
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<?xml version="1.0"?>
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<openerp>
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<data>
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<menuitem name="Import" id="menu_import_crm" parent="base.menu_base_partner"/>
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<menuitem name="Import & Synchronize" id="base.menu_import_crm" parent="base.menu_base_partner" sequence="6"/>
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</data>
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</openerp>
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@ -78,14 +78,14 @@
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</record>
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<menuitem id="menu_sync_contact"
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parent="base.menu_address_book"
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parent="base.menu_import_crm"
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action="act_google_login_contact_form"
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sequence="40" />
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sequence="5" />
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<menuitem id="menu_sync_calendar"
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parent="crm.menu_meeting_sale"
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parent="base.menu_import_crm"
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action="act_google_login_form"
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sequence="20" />
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sequence="15" />
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</data>
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</openerp>
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@ -98,7 +98,7 @@
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</record>
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<menuitem name="Import SugarCRM" id="menu_sugarcrm_import" parent="import_base.menu_import_crm" action="action_import_sugarcrm" icon="STOCK_EXECUTE"/>
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<menuitem name="Import SugarCRM" id="menu_sugarcrm_import" parent="base.menu_import_crm" action="action_import_sugarcrm" icon="STOCK_EXECUTE" sequence="20"/>
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</data>
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</openerp>
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@ -4,10 +4,6 @@
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id="base.menu_base_partner" name="Sales"
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sequence="0" groups="base.group_sale_salesman,base.group_sale_manager"/>
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<menuitem id="base.menu_sales" name="Sales"
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parent="base.menu_base_partner" sequence="1"
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/>
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<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
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<record id="view_shop_form" model="ir.ui.view">
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@ -260,8 +256,8 @@
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Sales Order">
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<filter icon="terp-document-new" string="Quotations" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/>
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<filter icon="terp-check" string="Sales" domain="[('state','in',('manual','progress'))]"/>
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<filter icon="terp-document-new" string="Quotations" name="draft" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/>
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<filter icon="terp-check" string="Sales" name="sales" domain="[('state','in',('manual','progress'))]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
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<separator orientation="vertical"/>
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@ -291,10 +287,10 @@
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,calendar,graph</field>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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<field name="context">{}</field>
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<field name="context">{"search_default_sales":1}</field>
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<field name="help">Sales Orders help you manage quotations and orders from your customers. OpenERP suggests that you start by creating a quotation. Once it is confirmed, the quotation will be converted into a Sales Order. OpenERP can handle several types of products so that a sales order may trigger tasks, delivery orders, manufacturing orders, purchases and so on. Based on the configuration of the sales order, a draft invoice will be generated so that you just have to confirm it when you want to bill your customer.</field>
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</record>
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<menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="3" groups="base.group_sale_salesman,base.group_sale_manager"/>
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<menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="4" groups="base.group_sale_salesman,base.group_sale_manager"/>
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<record id="action_order_tree2" model="ir.actions.act_window">
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<field name="name">Sales in Exception</field>
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@ -319,15 +315,19 @@
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<record id="action_order_tree5" model="ir.actions.act_window">
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<field name="name">All Quotations</field>
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<field name="name">Quotations</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,calendar,graph</field>
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<field name="domain">[('state','=','draft')]</field>
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<field name="context">{"search_default_draft":1}</field>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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</record>
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<menuitem id="menu_sale_quotations"
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action="action_order_tree5" parent="base.menu_sales"
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sequence="3" />
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<record id="action_order_tree" model="ir.actions.act_window">
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<field name="name">Old Quotations</field>
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<field name="type">ir.actions.act_window</field>
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</record>
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<record id="action_order_line_tree2" model="ir.actions.act_window">
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<field name="name">Lines to Invoice</field>
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<field name="name">Order Lines to Invoice</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order.line</field>
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<field name="view_type">form</field>
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groups="base.group_sale_salesman"/>
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<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5" groups="base.group_extended"/>
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<menuitem id="menu_invoicing_sales_order_lines" parent="base.menu_invoiced" action="action_order_line_tree2" sequence="2" groups="base.group_no_one"/>
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<menuitem id="menu_invoicing_sales_order_lines" parent="base.menu_invoiced" action="action_order_line_tree2" sequence="10" groups="base.group_no_one"/>
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<!-- configartion view -->
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@ -184,7 +184,7 @@
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<!-- Forecast section -->
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<menuitem id="menu_stock_sale_forecast" name="Sales Forecasts"
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parent="base.menu_base_partner" sequence="6" groups="base.group_extended"/>
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parent="base.menu_base_partner" sequence="5" groups="base.group_extended"/>
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<record id="view_stock_sale_forecast_filter" model="ir.ui.view">
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<field name="name">stock.sale.forecast.list.select</field>
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@ -27,13 +27,13 @@
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</record>
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<menuitem
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name="Documents"
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name="Sales Documents"
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action="action_document_form"
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id="menu_document_files"
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parent="menu_sales"/>
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<menuitem parent="menu_sales"
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id="menu_action_wiki_wiki" name="FAQ"
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id="menu_action_wiki_wiki" name="Sales FAQ"
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action="action_wiki_test" />
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