diff --git a/erpnext/selling/doctype/lead/lead.txt b/erpnext/selling/doctype/lead/lead.txt index 056fc16bae..9c74de987e 100644 --- a/erpnext/selling/doctype/lead/lead.txt +++ b/erpnext/selling/doctype/lead/lead.txt @@ -3,11 +3,11 @@ # These values are common in all dictionaries { - 'creation': '2012-06-05 20:03:20', - 'docstatus': 0, - 'modified': '2012-08-03 10:49:22', - 'modified_by': u'Administrator', - 'owner': u'Administrator' + u'creation': '2012-06-05 20:03:20', + u'docstatus': 0, + u'modified': '2012-08-06 14:49:48', + u'modified_by': u'Administrator', + u'owner': u'Administrator' }, # These values are common for all DocType @@ -16,10 +16,10 @@ 'allow_trash': 1, 'colour': u'White:FFF', 'default_print_format': u'Standard', - 'doctype': 'DocType', + u'doctype': u'DocType', 'document_type': u'Master', 'module': u'Selling', - 'name': '__common__', + u'name': u'__common__', 'search_fields': u'lead_name,lead_owner,status', 'section_style': u'Tabbed', 'server_code_error': u' ', @@ -31,8 +31,8 @@ # These values are common for all DocField { - 'doctype': u'DocField', - 'name': '__common__', + u'doctype': u'DocField', + u'name': u'__common__', 'parent': u'Lead', 'parentfield': u'fields', 'parenttype': u'DocType' @@ -40,8 +40,8 @@ # These values are common for all DocPerm { - 'doctype': u'DocPerm', - 'name': '__common__', + u'doctype': u'DocPerm', + u'name': u'__common__', 'parent': u'Lead', 'parentfield': u'permissions', 'parenttype': u'DocType', @@ -50,90 +50,14 @@ # DocType, Lead { - 'doctype': 'DocType', - 'name': u'Lead' - }, - - # DocPerm - { - 'amend': 0, - 'cancel': 0, - 'create': 0, - 'doctype': u'DocPerm', - 'permlevel': 1, - 'role': u'Sales User', - 'submit': 0, - 'write': 0 - }, - - # DocPerm - { - 'amend': 0, - 'cancel': 0, - 'create': 0, - 'doctype': u'DocPerm', - 'permlevel': 1, - 'role': u'Sales Manager', - 'submit': 0, - 'write': 0 - }, - - # DocPerm - { - 'amend': 0, - 'cancel': 1, - 'create': 1, - 'doctype': u'DocPerm', - 'permlevel': 0, - 'role': u'Sales Manager', - 'submit': 0, - 'write': 1 - }, - - # DocPerm - { - 'amend': 0, - 'cancel': 0, - 'create': 1, - 'doctype': u'DocPerm', - 'permlevel': 0, - 'role': u'Sales User', - 'submit': 0, - 'write': 1 - }, - - # DocPerm - { - 'doctype': u'DocPerm', - 'permlevel': 1, - 'role': u'All' - }, - - # DocPerm - { - 'amend': 0, - 'cancel': 0, - 'create': 1, - 'doctype': u'DocPerm', - 'permlevel': 0, - 'role': u'System Manager', - 'submit': 0, - 'write': 1 - }, - - # DocPerm - { - 'create': 1, - 'doctype': u'DocPerm', - 'permlevel': 0, - 'role': u'Guest', - 'write': 1 + u'doctype': u'DocType', + u'name': u'Lead' }, # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'basic_info', 'fieldtype': u'Section Break', 'label': u'Basic Info', @@ -143,7 +67,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'column_break0', 'fieldtype': u'Column Break', 'oldfieldtype': u'Column Break', @@ -155,7 +79,7 @@ { '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', @@ -170,7 +94,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'lead_name', 'fieldtype': u'Data', 'in_filter': 1, @@ -186,7 +110,7 @@ { 'colour': u'White:FFF', 'description': u'Name of organization from where lead has come', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'company_name', 'fieldtype': u'Data', 'in_filter': 1, @@ -202,7 +126,8 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + 'description': u'Source of the lead. If via a campaign, select "Campaign"', + u'doctype': u'DocField', 'fieldname': u'source', 'fieldtype': u'Select', 'in_filter': 1, @@ -210,7 +135,7 @@ 'no_copy': 1, 'oldfieldname': u'source', 'oldfieldtype': u'Select', - 'options': u"\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWebsite", + 'options': u'\nAdvertisement\nBlog\nCampaign\nCall\nCustomer\nExhibition\nSupplier\nWebsite', 'permlevel': 0, 'reqd': 1, 'search_index': 0, @@ -221,7 +146,8 @@ { 'colour': u'White:FFF', 'depends_on': u"eval:doc.source == 'Existing Customer'", - 'doctype': u'DocField', + 'description': u'Source of th', + u'doctype': u'DocField', 'fieldname': u'customer', 'fieldtype': u'Link', 'hidden': 0, @@ -237,7 +163,7 @@ 'colour': u'White:FFF', 'depends_on': u"eval:doc.source == 'Campaign'", 'description': u'Enter campaign name if the source of lead is campaign.', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'campaign_name', 'fieldtype': u'Link', 'hidden': 0, @@ -250,7 +176,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'column_break1', 'fieldtype': u'Column Break', 'permlevel': 0, @@ -261,7 +187,7 @@ { 'colour': u'White:FFF', 'default': u'Open', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'status', 'fieldtype': u'Select', 'in_filter': 1, @@ -279,7 +205,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'type', 'fieldtype': u'Select', 'in_filter': 1, @@ -293,7 +219,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'remark', 'fieldtype': u'Small Text', 'label': u'Remark', @@ -304,7 +230,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'communication_history', 'fieldtype': u'Section Break', 'label': u'Communication History', @@ -315,7 +241,7 @@ { 'allow_on_submit': 0, 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'communication_html', 'fieldtype': u'HTML', 'label': u'Communication HTML', @@ -326,7 +252,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'contact_info', 'fieldtype': u'Section Break', 'label': u'Contact Info', @@ -337,7 +263,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'phone', 'fieldtype': u'Data', 'label': u'Phone', @@ -349,7 +275,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'mobile_no', 'fieldtype': u'Data', 'label': u'Mobile No.', @@ -360,7 +286,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'email_id', 'fieldtype': u'Data', 'label': u'Email Id', @@ -372,7 +298,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'fax', 'fieldtype': u'Data', 'label': u'Fax', @@ -383,7 +309,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'website', 'fieldtype': u'Data', 'label': u'Website', @@ -396,7 +322,7 @@ { 'colour': u'White:FFF', 'description': u'To manage Territory, click here', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'territory', 'fieldtype': u'Link', 'label': u'Territory', @@ -409,7 +335,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'column_break2', 'fieldtype': u'Column Break', 'permlevel': 0 @@ -417,7 +343,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'address_line1', 'fieldtype': u'Data', 'label': u'Address Line 1', @@ -430,7 +356,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'address_line2', 'fieldtype': u'Data', 'label': u'Address Line 2', @@ -442,7 +368,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'city', 'fieldtype': u'Data', 'label': u'City', @@ -455,7 +381,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'country', 'fieldtype': u'Select', 'label': u'Country', @@ -471,7 +397,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'state', 'fieldtype': u'Data', 'label': u'State', @@ -484,7 +410,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'pincode', 'fieldtype': u'Data', 'label': u'Pin Code', @@ -497,7 +423,7 @@ # DocField { 'colour': u'White:FFF', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'more_info', 'fieldtype': u'Section Break', 'label': u'More Info', @@ -508,7 +434,7 @@ # DocField { 'default': u'__user', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'lead_owner', 'fieldtype': u'Link', 'in_filter': 1, @@ -522,7 +448,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'market_segment', 'fieldtype': u'Select', 'hidden': 0, @@ -538,7 +464,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'industry', 'fieldtype': u'Link', 'label': u'Industry', @@ -550,7 +476,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'request_type', 'fieldtype': u'Select', 'label': u'Request Type', @@ -562,7 +488,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'fiscal_year', 'fieldtype': u'Select', 'hidden': 1, @@ -576,7 +502,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'column_break3', 'fieldtype': u'Column Break', 'oldfieldtype': u'Column Break', @@ -588,7 +514,7 @@ { 'allow_on_submit': 0, 'depends_on': u"eval:doc.status == 'Lead Lost'", - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'order_lost_reason', 'fieldtype': u'Link', 'hidden': 0, @@ -604,7 +530,7 @@ 'allow_on_submit': 0, 'colour': u'White:FFF', 'description': u'Your sales person who will contact the lead in future', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'contact_by', 'fieldtype': u'Link', 'hidden': 0, @@ -624,7 +550,7 @@ 'allow_on_submit': 0, 'colour': u'White:FFF', 'description': u'Your sales person will get a reminder on this date to contact the lead', - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'contact_date', 'fieldtype': u'Date', 'in_filter': 1, @@ -642,7 +568,7 @@ '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', @@ -655,7 +581,8 @@ # DocField { - 'doctype': u'DocField', + 'colour': u'White:FFF', + u'doctype': u'DocField', 'fieldname': u'company', 'fieldtype': u'Link', 'label': u'Company', @@ -663,12 +590,12 @@ 'oldfieldtype': u'Link', 'options': u'Company', 'permlevel': 0, - 'reqd': 1 + 'reqd': 0 }, # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'trash_reason', 'fieldtype': u'Small Text', 'label': u'Trash Reason', @@ -681,7 +608,7 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'unsubscribed', 'fieldtype': u'Check', 'label': u'Unsubscribed', @@ -690,10 +617,86 @@ # DocField { - 'doctype': u'DocField', + u'doctype': u'DocField', 'fieldname': u'blog_subscriber', 'fieldtype': u'Check', 'label': u'Blog Subscriber', 'permlevel': 0 + }, + + # DocPerm + { + 'amend': 0, + 'cancel': 0, + 'create': 0, + u'doctype': u'DocPerm', + 'permlevel': 1, + 'role': u'Sales User', + 'submit': 0, + 'write': 0 + }, + + # DocPerm + { + 'amend': 0, + 'cancel': 0, + 'create': 0, + u'doctype': u'DocPerm', + 'permlevel': 1, + 'role': u'Sales Manager', + 'submit': 0, + 'write': 0 + }, + + # DocPerm + { + 'amend': 0, + 'cancel': 1, + 'create': 1, + u'doctype': u'DocPerm', + 'permlevel': 0, + 'role': u'Sales Manager', + 'submit': 0, + 'write': 1 + }, + + # DocPerm + { + 'amend': 0, + 'cancel': 0, + 'create': 1, + u'doctype': u'DocPerm', + 'permlevel': 0, + 'role': u'Sales User', + 'submit': 0, + 'write': 1 + }, + + # DocPerm + { + u'doctype': u'DocPerm', + 'permlevel': 1, + 'role': u'All' + }, + + # DocPerm + { + 'amend': 0, + 'cancel': 0, + 'create': 1, + u'doctype': u'DocPerm', + 'permlevel': 0, + 'role': u'System Manager', + 'submit': 0, + 'write': 1 + }, + + # DocPerm + { + 'create': 1, + u'doctype': u'DocPerm', + 'permlevel': 0, + 'role': u'Guest', + 'write': 1 } ] \ No newline at end of file