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[MERGE] branch merged with trunk-menus-improvements-sale-mtr 

bzr revid: mtr@tinyerp.com-20120305092802-p74tx51cdcpak8ik
This commit is contained in:
Meera Trambadia (OpenERP) 2012-03-05 14:58:02 +05:30
parent 2f2e447573 5e5f839d03
commit 89a9e35a76
13 changed files with 44 additions and 40 deletions
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6
addons/account_analytic_analysis/account_analytic_analysis_menu.xml
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@ -3,7 +3,7 @@
<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5"/> <menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5"/>
<record id="action_hr_tree_invoiced_all" model="ir.actions.act_window"> <record id="action_hr_tree_invoiced_all" model="ir.actions.act_window">
<field name="name">All Uninvoiced Entries</field> <field name="name">Time &amp; Costs to Invoice</field>
<field name="res_model">account.analytic.line</field> <field name="res_model">account.analytic.line</field>
<field name="view_type">form</field> <field name="view_type">form</field>
<field name="view_mode">tree,form</field> <field name="view_mode">tree,form</field>
@ -11,7 +11,7 @@
<field name="context">{'search_default_to_invoice': 1}</field> <field name="context">{'search_default_to_invoice': 1}</field>
<field name="search_view_id" ref="account.view_account_analytic_line_filter"/> <field name="search_view_id" ref="account.view_account_analytic_line_filter"/>
</record> </record>
<menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced"/> <menuitem action="action_hr_tree_invoiced_all" id="menu_action_hr_tree_invoiced_all" parent="base.menu_invoiced" sequence="5"/>
<record id="view_account_analytic_account_overdue_search" model="ir.ui.view"> <record id="view_account_analytic_account_overdue_search" model="ir.ui.view">
<field name="name">account.analytic.account.search</field> <field name="name">account.analytic.account.search</field>
@ -81,7 +81,7 @@
<menuitem id="base.menu_sales" name="Sales" <menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" parent="base.menu_base_partner"
sequence="1"/> sequence="1"/>
<menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="50" parent="base.menu_sales"/> <menuitem action="action_account_analytic_overdue_all" id="menu_action_account_analytic_overdue_all" sequence="6" parent="base.menu_sales"/>
</data> </data>

2
addons/crm/crm_lead_menu.xml
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@ -9,7 +9,7 @@
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field> <field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/> <field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/> <field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{'search_default_new':1, 'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field> <field name="context">{'default_type': 'lead', 'search_default_section_id': section_id, 'stage_type': 'lead'}</field>
<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> <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>
</record> </record>

15
addons/crm/crm_meeting_menu.xml
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@ -87,12 +87,15 @@
<!-- ALL MEETINGS --> <!-- ALL MEETINGS -->
<menuitem name="Meetings" id="menu_meeting_sale" <!-- <menuitem name="Meetings" id="menu_meeting_sale"
parent="base.menu_base_partner" sequence="3"/> parent="base.menu_base_partner" sequence="3"/> -->
<menuitem name="Import &amp; Synchronize" id="base.menu_import_crm"
parent="base.menu_base_partner"/>
<menuitem name="Meetings" id="menu_crm_case_categ_meet" <menuitem name="Meetings" id="menu_crm_case_categ_meet"
action="crm_case_categ_meet" parent="menu_meeting_sale" action="crm_case_categ_meet" parent="base.menu_sales"
sequence="1" /> sequence="7" />
<record id="action_view_attendee_form" model="ir.actions.act_window"> <record id="action_view_attendee_form" model="ir.actions.act_window">
<field name="name">Meeting Invitations</field> <field name="name">Meeting Invitations</field>
@ -106,10 +109,10 @@
<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> <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>
</record> </record>
<menuitem id="menu_attendee_invitations" <!-- <menuitem id="menu_attendee_invitations"
name="Meeting Invitations" parent="crm.menu_meeting_sale" name="Meeting Invitations" parent="crm.menu_meeting_sale"
sequence="10" action="action_view_attendee_form" sequence="10" action="action_view_attendee_form"
groups="base.group_no_one" /> groups="base.group_no_one" /> -->
</data> </data>
</openerp> </openerp>

2
addons/crm/crm_phonecall_menu.xml
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@ -105,7 +105,7 @@
<field name="view_mode">tree,calendar</field> <field name="view_mode">tree,calendar</field>
<field name="view_id" ref="crm_case_phone_tree_view"/> <field name="view_id" ref="crm_case_phone_tree_view"/>
<field name="domain">[('state','!=','done')]</field> <field name="domain">[('state','!=','done')]</field>
<field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\', \'search_default_current\':1}'"/> <field name="context" eval="'{\'search_default_section_id\':section_id, \'default_state\':\'open\'}'"/>
<field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/> <field name="search_view_id" ref="crm.view_crm_case_scheduled_phonecalls_filter"/>
<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> <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>
</record> </record>

12
addons/crm_caldav/crm_caldav_view.xml
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@ -11,14 +11,14 @@
<field name="view_mode">form</field> <field name="view_mode">form</field>
<field name="target">new</field> <field name="target">new</field>
</record> </record>
<menuitem <menuitem
name="Synchronize This Calendar" name="Synchronize Your Meetings"
action="action_caldav_browse" action="action_caldav_browse"
id="menu_caldav_browse" id="menu_caldav_browse"
icon="STOCK_EXECUTE" icon="STOCK_EXECUTE"
parent="crm.menu_meeting_sale" sequence="1"/> parent="base.menu_import_crm" sequence="10"/>
</data> </data>
</openerp> </openerp>

2
addons/crm_fundraising/crm_fundraising_menu.xml
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@ -13,7 +13,7 @@
<field name="res_model">crm.fundraising</field> <field name="res_model">crm.fundraising</field>
<field name="view_mode">tree,form,graph</field> <field name="view_mode">tree,form,graph</field>
<field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/> <field name="view_id" ref="crm_fundraising.crm_case_tree_view_fund"/>
<field name="context">{"search_default_user_id":uid,"search_default_current":1, 'search_default_section_id': section_id}</field> <field name="context">{"search_default_user_id":uid, 'search_default_section_id': section_id}</field>
<field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/> <field name="search_view_id" ref="crm_fundraising.view_crm_case_fund_filter"/>
<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> <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>
</record> </record>

3
addons/crm_todo/crm_todo_view.xml
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@ -57,7 +57,8 @@
<menuitem <menuitem
id="menu_crm_todo" id="menu_crm_todo"
parent="base.menu_sales" parent="base.menu_sales"
action="crm_todo_action"/> action="crm_todo_action"
sequence="5"/>
</data> </data>

2
addons/import_base/import_base_view.xml
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@ -1,6 +1,6 @@
<?xml version="1.0"?> <?xml version="1.0"?>
<openerp> <openerp>
<data> <data>
<menuitem name="Import" id="menu_import_crm" parent="base.menu_base_partner"/> <menuitem name="Import &amp; Synchronize" id="base.menu_import_crm" parent="base.menu_base_partner" sequence="6"/>
</data> </data>
</openerp> </openerp>

8
addons/import_google/wizard/import_google_data_view.xml
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@ -78,14 +78,14 @@
</record> </record>
<menuitem id="menu_sync_contact" <menuitem id="menu_sync_contact"
parent="base.menu_address_book" parent="base.menu_import_crm"
action="act_google_login_contact_form" action="act_google_login_contact_form"
sequence="40" /> sequence="5" />
<menuitem id="menu_sync_calendar" <menuitem id="menu_sync_calendar"
parent="crm.menu_meeting_sale" parent="base.menu_import_crm"
action="act_google_login_form" action="act_google_login_form"
sequence="20" /> sequence="15" />
</data> </data>
</openerp> </openerp>

2
addons/import_sugarcrm/import_sugarcrm_view.xml
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@ -98,7 +98,7 @@
</record> </record>
<menuitem name="Import SugarCRM" id="menu_sugarcrm_import" parent="import_base.menu_import_crm" action="action_import_sugarcrm" icon="STOCK_EXECUTE"/> <menuitem name="Import SugarCRM" id="menu_sugarcrm_import" parent="base.menu_import_crm" action="action_import_sugarcrm" icon="STOCK_EXECUTE" sequence="20"/>
</data> </data>
</openerp> </openerp>

24
addons/sale/sale_view.xml
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@ -4,10 +4,6 @@
id="base.menu_base_partner" name="Sales" id="base.menu_base_partner" name="Sales"
sequence="0" groups="base.group_sale_salesman,base.group_sale_manager"/> sequence="0" groups="base.group_sale_salesman,base.group_sale_manager"/>
<menuitem id="base.menu_sales" name="Sales"
parent="base.menu_base_partner" sequence="1"
/>
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/> <menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
<record id="view_shop_form" model="ir.ui.view"> <record id="view_shop_form" model="ir.ui.view">
@ -260,8 +256,8 @@
<field name="type">search</field> <field name="type">search</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search string="Search Sales Order"> <search string="Search Sales Order">
<filter icon="terp-document-new" string="Quotations" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/> <filter icon="terp-document-new" string="Quotations" name="draft" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/>
<filter icon="terp-check" string="Sales" domain="[('state','in',('manual','progress'))]"/> <filter icon="terp-check" string="Sales" name="sales" domain="[('state','in',('manual','progress'))]"/>
<separator orientation="vertical"/> <separator orientation="vertical"/>
<filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/> <filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
<separator orientation="vertical"/> <separator orientation="vertical"/>
@ -291,10 +287,10 @@
<field name="view_type">form</field> <field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field> <field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="view_sales_order_filter"/> <field name="search_view_id" ref="view_sales_order_filter"/>
<field name="context">{}</field> <field name="context">{"search_default_sales":1}</field>
<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> <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>
</record> </record>
<menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="3" groups="base.group_sale_salesman,base.group_sale_manager"/> <menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="4" groups="base.group_sale_salesman,base.group_sale_manager"/>
<record id="action_order_tree2" model="ir.actions.act_window"> <record id="action_order_tree2" model="ir.actions.act_window">
<field name="name">Sales in Exception</field> <field name="name">Sales in Exception</field>
@ -319,15 +315,19 @@
<record id="action_order_tree5" model="ir.actions.act_window"> <record id="action_order_tree5" model="ir.actions.act_window">
<field name="name">All Quotations</field> <field name="name">Quotations</field>
<field name="type">ir.actions.act_window</field> <field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field> <field name="res_model">sale.order</field>
<field name="view_type">form</field> <field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field> <field name="view_mode">tree,form,calendar,graph</field>
<field name="domain">[('state','=','draft')]</field> <field name="context">{"search_default_draft":1}</field>
<field name="search_view_id" ref="view_sales_order_filter"/> <field name="search_view_id" ref="view_sales_order_filter"/>
</record> </record>
<menuitem id="menu_sale_quotations"
action="action_order_tree5" parent="base.menu_sales"
sequence="3" />
<record id="action_order_tree" model="ir.actions.act_window"> <record id="action_order_tree" model="ir.actions.act_window">
<field name="name">Old Quotations</field> <field name="name">Old Quotations</field>
<field name="type">ir.actions.act_window</field> <field name="type">ir.actions.act_window</field>
@ -461,7 +461,7 @@
</record> </record>
<record id="action_order_line_tree2" model="ir.actions.act_window"> <record id="action_order_line_tree2" model="ir.actions.act_window">
<field name="name">Lines to Invoice</field> <field name="name">Order Lines to Invoice</field>
<field name="type">ir.actions.act_window</field> <field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order.line</field> <field name="res_model">sale.order.line</field>
<field name="view_type">form</field> <field name="view_type">form</field>
@ -499,7 +499,7 @@
groups="base.group_sale_salesman"/> groups="base.group_sale_salesman"/>
<menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5" groups="base.group_extended"/> <menuitem id="base.menu_invoiced" name="Invoicing" parent="base.menu_base_partner" sequence="5" groups="base.group_extended"/>
<menuitem id="menu_invoicing_sales_order_lines" parent="base.menu_invoiced" action="action_order_line_tree2" sequence="2" groups="base.group_no_one"/> <menuitem id="menu_invoicing_sales_order_lines" parent="base.menu_invoiced" action="action_order_line_tree2" sequence="10" groups="base.group_no_one"/>
<!-- configartion view --> <!-- configartion view -->

2
addons/stock_planning/stock_planning_view.xml
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@ -184,7 +184,7 @@
<!-- Forecast section --> <!-- Forecast section -->
<menuitem id="menu_stock_sale_forecast" name="Sales Forecasts" <menuitem id="menu_stock_sale_forecast" name="Sales Forecasts"
parent="base.menu_base_partner" sequence="6" groups="base.group_extended"/> parent="base.menu_base_partner" sequence="5" groups="base.group_extended"/>
<record id="view_stock_sale_forecast_filter" model="ir.ui.view"> <record id="view_stock_sale_forecast_filter" model="ir.ui.view">
<field name="name">stock.sale.forecast.list.select</field> <field name="name">stock.sale.forecast.list.select</field>

4
addons/wiki_sale_faq/wiki_sale_faq_view.xml
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@ -27,13 +27,13 @@
</record> </record>
<menuitem <menuitem
name="Documents" name="Sales Documents"
action="action_document_form" action="action_document_form"
id="menu_document_files" id="menu_document_files"
parent="menu_sales"/> parent="menu_sales"/>
<menuitem parent="menu_sales" <menuitem parent="menu_sales"
id="menu_action_wiki_wiki" name="FAQ" id="menu_action_wiki_wiki" name="Sales FAQ"
action="action_wiki_test" /> action="action_wiki_test" />