help link fixes in lead, opportunity; delete cancelled sles for item

This commit is contained in:
Rushabh Mehta
2012-11-16 12:39:05 +05:30
parent 110ec0db67
commit 188185f3a3
5 changed files with 150 additions and 141 deletions

View File

@@ -5,7 +5,7 @@
{
u'creation': '2012-08-08 10:41:31',
u'docstatus': 0,
u'modified': '2012-11-15 12:36:41',
u'modified': '2012-11-16 12:26:14',
u'modified_by': u'Administrator',
u'owner': u'Administrator'
},
@@ -321,7 +321,7 @@
# DocField
{
'colour': u'White:FFF',
'description': u'<a href="javascript:cur_frm.cscript.TerritoryHelp();">To manage Territory, click here</a>',
'description': u'<a href="#Sales Browser/Territory">To manage Territory, click here</a>',
u'doctype': u'DocField',
'fieldname': u'territory',
'fieldtype': u'Link',

View File

@@ -3,11 +3,11 @@
# These values are common in all dictionaries
{
'creation': '2012-05-15 12:14:52',
'docstatus': 0,
'modified': '2012-05-31 12:42:38',
'modified_by': u'Administrator',
'owner': u'Administrator'
u'creation': '2012-07-03 13:30:38',
u'docstatus': 0,
u'modified': '2012-11-16 12:27:49',
u'modified_by': u'Administrator',
u'owner': u'Administrator'
},
# These values are common for all DocType
@@ -15,11 +15,11 @@
'_last_update': u'1324284087',
'colour': u'White:FFF',
'default_print_format': u'Standard',
'doctype': 'DocType',
u'doctype': u'DocType',
'document_type': u'Transaction',
'is_submittable': 1,
'module': u'Selling',
'name': '__common__',
u'name': u'__common__',
'search_fields': u'status,transaction_date,customer,lead,enquiry_type,territory,company',
'section_style': u'Tabbed',
'server_code_error': u' ',
@@ -30,8 +30,8 @@
# These values are common for all DocField
{
'doctype': u'DocField',
'name': '__common__',
u'doctype': u'DocField',
u'name': u'__common__',
'parent': u'Opportunity',
'parentfield': u'fields',
'parenttype': u'DocType'
@@ -39,8 +39,8 @@
# These values are common for all DocPerm
{
'doctype': u'DocPerm',
'name': '__common__',
u'doctype': u'DocPerm',
u'name': u'__common__',
'parent': u'Opportunity',
'parentfield': u'permissions',
'parenttype': u'DocType',
@@ -49,82 +49,15 @@
# DocType, Opportunity
{
'doctype': 'DocType',
'name': u'Opportunity'
},
# DocPerm
{
'amend': 0,
'cancel': 0,
'create': 0,
'doctype': u'DocPerm',
'permlevel': 1,
'role': u'Sales Manager',
'submit': 0,
'write': 0
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
'doctype': u'DocPerm',
'permlevel': 0,
'role': u'System Manager',
'submit': 1,
'write': 1
},
# DocPerm
{
'doctype': u'DocPerm',
'permlevel': 1,
'role': u'System Manager'
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
'doctype': u'DocPerm',
'permlevel': 0,
'role': u'Sales User',
'submit': 1,
'write': 1
},
# DocPerm
{
'amend': 0,
'cancel': 0,
'create': 0,
'doctype': u'DocPerm',
'permlevel': 1,
'role': u'Sales User',
'submit': 0,
'write': 0
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
'doctype': u'DocPerm',
'permlevel': 0,
'role': u'Sales Manager',
'submit': 1,
'write': 1
u'doctype': u'DocType',
u'name': u'Opportunity'
},
# DocField
{
'colour': u'White:FFF',
'description': u'Enter customer enquiry for which you might raise a quotation in future',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'basic_info',
'fieldtype': u'Section Break',
'label': u'Basic Info',
@@ -136,7 +69,7 @@
{
'colour': u'White:FFF',
'description': u'To manage multiple series please go to Setup > Manage Series',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'naming_series',
'fieldtype': u'Select',
'label': u'Naming Series',
@@ -151,7 +84,7 @@
# DocField
{
'colour': u'White:FFF',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'enquiry_from',
'fieldtype': u'Select',
'label': u'Opportunity From',
@@ -168,7 +101,7 @@
# DocField
{
'colour': u'White:FFF',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'customer',
'fieldtype': u'Link',
'hidden': 0,
@@ -186,7 +119,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'lead',
'fieldtype': u'Link',
'hidden': 0,
@@ -202,7 +135,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'column_break0',
'fieldtype': u'Column Break',
'oldfieldtype': u'Column Break',
@@ -214,7 +147,7 @@
{
'colour': u'White:FFF',
'default': u'Draft',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'status',
'fieldtype': u'Select',
'label': u'Status',
@@ -229,7 +162,7 @@
# DocField
{
'colour': u'White:FFF',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'enquiry_type',
'fieldtype': u'Select',
'label': u'Opportunity Type',
@@ -243,7 +176,7 @@
# DocField
{
'colour': u'White:FFF',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'items',
'fieldtype': u'Section Break',
'label': u'Items',
@@ -255,7 +188,7 @@
{
'colour': u'White:FFF',
'description': u"Items which do not exist in Item master can also be entered on customer's request",
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'enquiry_details',
'fieldtype': u'Table',
'label': u'Opportunity Items',
@@ -269,7 +202,7 @@
{
'colour': u'White:FFF',
'description': u'Keep a track of communication related to this enquiry which will help for future reference.',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'communication_history',
'fieldtype': u'Section Break',
'label': u'Communication History',
@@ -281,7 +214,7 @@
{
'allow_on_submit': 1,
'colour': u'White:FFF',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'communication_html',
'fieldtype': u'HTML',
'label': u'Communication HTML',
@@ -292,7 +225,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_info',
'fieldtype': u'Section Break',
'label': u'Contact Info',
@@ -301,7 +234,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_person',
'fieldtype': u'Link',
'in_filter': 1,
@@ -314,7 +247,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'customer_address',
'fieldtype': u'Link',
'in_filter': 1,
@@ -327,7 +260,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'customer_name',
'fieldtype': u'Data',
'label': u'Customer Name',
@@ -337,7 +270,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'address_display',
'fieldtype': u'Small Text',
'hidden': 0,
@@ -349,7 +282,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'column_break3',
'fieldtype': u'Column Break',
'permlevel': 0
@@ -357,7 +290,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_display',
'fieldtype': u'Small Text',
'label': u'Contact',
@@ -366,7 +299,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_email',
'fieldtype': u'Text',
'label': u'Contact Email',
@@ -375,7 +308,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_mobile',
'fieldtype': u'Text',
'label': u'Contact Mobile No',
@@ -384,7 +317,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'lead_name',
'fieldtype': u'Data',
'hidden': 0,
@@ -398,8 +331,8 @@
{
'colour': u'White:FFF',
'depends_on': u'eval:doc.enquiry_from=="Customer"',
'description': u'<a href="javascript:cur_frm.cscript.CGHelp();">To Manage Customer Groups, click here</a>',
'doctype': u'DocField',
'description': u'<a href="#Sales Browser/Customer Group">To manage Territory, click here</a>',
u'doctype': u'DocField',
'fieldname': u'customer_group',
'fieldtype': u'Link',
'hidden': 0,
@@ -418,8 +351,8 @@
# DocField
{
'colour': u'White:FFF',
'description': u'<a href="javascript:cur_frm.cscript.TerritoryHelp();">To Manage Territory, click here</a>',
'doctype': u'DocField',
'description': u'<a href="#Sales Browser/Territory">To manage Territory, click here</a>',
u'doctype': u'DocField',
'fieldname': u'territory',
'fieldtype': u'Link',
'in_filter': 1,
@@ -436,7 +369,7 @@
{
'colour': u'White:FFF',
'description': u'Filing in Additional Information about the Opportunity will help you analyze your data better.',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'more_info',
'fieldtype': u'Section Break',
'label': u'More Info',
@@ -446,7 +379,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'column_break1',
'fieldtype': u'Column Break',
'oldfieldtype': u'Column Break',
@@ -458,7 +391,7 @@
{
'default': u'Today',
'description': u'The date at which current entry is made in system.',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'transaction_date',
'fieldtype': u'Date',
'label': u'Opportunity Date',
@@ -471,7 +404,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'fiscal_year',
'fieldtype': u'Select',
'in_filter': 1,
@@ -487,7 +420,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'source',
'fieldtype': u'Select',
'label': u'Source',
@@ -501,7 +434,7 @@
{
'colour': u'White:FFF',
'description': u'Enter name of campaign if source of enquiry is campaign',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'campaign',
'fieldtype': u'Link',
'label': u'Campaign',
@@ -515,7 +448,7 @@
{
'colour': u'White:FFF',
'depends_on': u'eval:!doc.__islocal',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'order_lost_reason',
'fieldtype': u'Small Text',
'label': u'Quotation Lost Reason',
@@ -528,7 +461,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'company',
'fieldtype': u'Link',
'in_filter': 1,
@@ -544,7 +477,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'column_break2',
'fieldtype': u'Column Break',
'oldfieldtype': u'Column Break',
@@ -556,7 +489,7 @@
{
'colour': u'White:FFF',
'description': u'Your sales person who will contact the customer in future',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_by',
'fieldtype': u'Link',
'in_filter': 1,
@@ -572,7 +505,7 @@
{
'colour': u'White:FFF',
'description': u'Your sales person will get a reminder on this date to contact the customer',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'contact_date',
'fieldtype': u'Date',
'label': u'Next Contact Date',
@@ -587,7 +520,7 @@
'colour': u'White:FFF',
'depends_on': u'eval:!doc.__islocal',
'description': u'Date on which the lead was last contacted',
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'last_contact_date',
'fieldtype': u'Date',
'label': u'Last Contact Date',
@@ -600,7 +533,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'to_discuss',
'fieldtype': u'Small Text',
'label': u'To Discuss',
@@ -612,7 +545,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'amended_from',
'fieldtype': u'Data',
'label': u'Amended From',
@@ -626,7 +559,7 @@
# DocField
{
'doctype': u'DocField',
u'doctype': u'DocField',
'fieldname': u'amendment_date',
'fieldtype': u'Date',
'label': u'Amendment Date',
@@ -636,5 +569,72 @@
'permlevel': 1,
'print_hide': 1,
'width': u'150px'
},
# DocPerm
{
'amend': 0,
'cancel': 0,
'create': 0,
u'doctype': u'DocPerm',
'permlevel': 1,
'role': u'Sales Manager',
'submit': 0,
'write': 0
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
u'doctype': u'DocPerm',
'permlevel': 0,
'role': u'System Manager',
'submit': 1,
'write': 1
},
# DocPerm
{
u'doctype': u'DocPerm',
'permlevel': 1,
'role': u'System Manager'
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
u'doctype': u'DocPerm',
'permlevel': 0,
'role': u'Sales User',
'submit': 1,
'write': 1
},
# DocPerm
{
'amend': 0,
'cancel': 0,
'create': 0,
u'doctype': u'DocPerm',
'permlevel': 1,
'role': u'Sales User',
'submit': 0,
'write': 0
},
# DocPerm
{
'amend': 1,
'cancel': 1,
'create': 1,
u'doctype': u'DocPerm',
'permlevel': 0,
'role': u'Sales Manager',
'submit': 1,
'write': 1
}
]