Merge pull request #3846 from rmehta/add-to-learn

Learn module
This commit is contained in:
Anand Doshi 2015-08-18 12:10:03 +05:30
commit 82988be79f
2 changed files with 488 additions and 35 deletions

View File

@ -87,6 +87,11 @@ def get_data():
"label": _("Lead to Quotation"),
"youtube_id": "TxYX4r4JAKA"
},
{
"type": "help",
"label": _("Newsletters"),
"youtube_id": "muLKsCrrDRo"
},
]
},
{
@ -122,6 +127,26 @@ def get_data():
"label": _("Opening Stock Balance"),
"youtube_id": "0yPgrtfeCTs"
},
{
"type": "help",
"label": _("Making Stock Entries"),
"youtube_id": "Njt107hlY3I"
},
{
"type": "help",
"label": _("Serialized Inventory"),
"youtube_id": "gvOVlEwFDAk"
},
{
"type": "help",
"label": _("Batch Inventory"),
"youtube_id": "J0QKl7ABPKM"
},
{
"type": "help",
"label": _("Managing Subcontracting"),
"youtube_id": "ThiMCC2DtKo"
},
]
},
{
@ -137,7 +162,16 @@ def get_data():
"label": _("Material Request to Purchase Order"),
"youtube_id": "4TN9kPyfIqM"
},
{
"type": "help",
"label": _("Purchase Order to Payment"),
"youtube_id": "EK65tLdVUDk"
},
{
"type": "help",
"label": _("Managing Subcontracting"),
"youtube_id": "ThiMCC2DtKo"
},
]
},
{
@ -179,6 +213,11 @@ def get_data():
"label": _("Expense Claims"),
"youtube_id": "5SZHJF--ZFY"
},
{
"type": "help",
"label": _("Processing Payroll"),
"youtube_id": "apgE-f25Rm0"
},
]
},
{

View File

@ -1,36 +1,67 @@
{
"allow_copy": 0,
"allow_import": 1,
"allow_rename": 0,
"autoname": "naming_series:",
"creation": "2013-03-07 18:50:30",
"custom": 0,
"description": "Potential Sales Deal",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Transaction",
"document_type": "Document",
"fields": [
{
"allow_on_submit": 0,
"fieldname": "from_section",
"fieldtype": "Section Break",
"label": "From",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
"no_copy": 0,
"options": "icon-user",
"permlevel": 0
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Series",
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "OPTY-",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"reqd": 1
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "enquiry_from",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Opportunity From",
"no_copy": 0,
"oldfieldname": "enquiry_from",
"oldfieldtype": "Select",
"options": "\nLead\nCustomer",
@ -38,13 +69,18 @@
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 1
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.enquiry_from===\"Customer\"",
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Customer",
@ -55,65 +91,126 @@
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.enquiry_from===\"Lead\"",
"fieldname": "lead",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Lead",
"no_copy": 0,
"oldfieldname": "lead",
"oldfieldtype": "Link",
"options": "Lead",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "",
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Customer / Lead Name",
"no_copy": 0,
"permlevel": 0,
"print_hide": 0,
"read_only": 1
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "column_break0",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"no_copy": 0,
"oldfieldtype": "Column Break",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "50%"
},
{
"allow_on_submit": 0,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Title",
"no_copy": 0,
"permlevel": 0,
"precision": ""
"precision": "",
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"default": "Sales",
"fieldname": "enquiry_type",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Opportunity Type",
"no_copy": 0,
"oldfieldname": "enquiry_type",
"oldfieldtype": "Select",
"options": "Sales\nMaintenance",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"reqd": 1
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"default": "Open",
"fieldname": "status",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Status",
"no_copy": 1,
@ -123,276 +220,571 @@
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"reqd": 1
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "with_items",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "With Items",
"no_copy": 0,
"permlevel": 0,
"precision": ""
"precision": "",
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "with_items",
"fieldname": "items_section",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "",
"no_copy": 0,
"oldfieldtype": "Section Break",
"options": "icon-shopping-cart",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"description": "",
"fieldname": "items",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Items",
"no_copy": 0,
"oldfieldname": "enquiry_details",
"oldfieldtype": "Table",
"options": "Opportunity Item",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "fold",
"fieldtype": "Fold",
"permlevel": 0
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"no_copy": 0,
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.lead || doc.customer",
"fieldname": "contact_info",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Contact Info",
"no_copy": 0,
"options": "icon-bullhorn",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.customer || doc.lead",
"fieldname": "customer_address",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Customer / Lead Address",
"no_copy": 0,
"options": "Address",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "address_display",
"fieldtype": "Small Text",
"hidden": 1,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Address",
"no_copy": 0,
"oldfieldname": "address",
"oldfieldtype": "Small Text",
"permlevel": 0,
"read_only": 1
"print_hide": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "customer",
"description": "",
"fieldname": "territory",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Territory",
"no_copy": 0,
"options": "Territory",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 1
"search_index": 1,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "customer",
"description": "",
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Customer Group",
"no_copy": 0,
"oldfieldname": "customer_group",
"oldfieldtype": "Link",
"options": "Customer Group",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 1
"search_index": 1,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "column_break3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"no_copy": 0,
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.lead || doc.customer",
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Contact Person",
"no_copy": 0,
"options": "Contact",
"permlevel": 0,
"print_hide": 1,
"read_only": 0
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "customer",
"fieldname": "contact_display",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Contact",
"no_copy": 0,
"permlevel": 0,
"read_only": 1
"print_hide": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.lead || doc.customer",
"fieldname": "contact_email",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Contact Email",
"no_copy": 0,
"permlevel": 0,
"read_only": 1
"print_hide": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.lead || doc.customer",
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Contact Mobile No",
"no_copy": 0,
"permlevel": 0,
"read_only": 1
"print_hide": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "More Info",
"no_copy": 0,
"oldfieldtype": "Section Break",
"options": "icon-file-text",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"no_copy": 0,
"oldfieldtype": "Column Break",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "50%"
},
{
"allow_on_submit": 0,
"default": "Today",
"fieldname": "transaction_date",
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Opportunity Date",
"no_copy": 0,
"oldfieldname": "transaction_date",
"oldfieldtype": "Date",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "50px"
},
{
"allow_on_submit": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Company",
"no_copy": 0,
"oldfieldname": "company",
"oldfieldtype": "Link",
"options": "Company",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 1
"search_index": 1,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "source",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Source",
"no_copy": 0,
"oldfieldname": "source",
"oldfieldtype": "Select",
"options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"description": "Enter name of campaign if source of enquiry is campaign",
"fieldname": "campaign",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Campaign",
"no_copy": 0,
"oldfieldname": "campaign",
"oldfieldtype": "Link",
"options": "Campaign",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "fiscal_year",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Fiscal Year",
"no_copy": 0,
"oldfieldname": "fiscal_year",
"oldfieldtype": "Select",
"options": "Fiscal Year",
"permlevel": 0,
"print_hide": 1,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 1
"search_index": 1,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"depends_on": "eval:!doc.__islocal",
"fieldname": "order_lost_reason",
"fieldtype": "Text",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Lost Reason",
"no_copy": 1,
"permlevel": 0,
"read_only": 1
"print_hide": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "column_break2",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"no_copy": 0,
"oldfieldtype": "Column Break",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "50%"
},
{
"allow_on_submit": 0,
"description": "Your sales person who will contact the customer in future",
"fieldname": "contact_by",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Next Contact By",
"no_copy": 0,
"oldfieldname": "contact_by",
"oldfieldtype": "Link",
"options": "User",
"permlevel": 0,
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "75px"
},
{
"allow_on_submit": 0,
"description": "Your sales person will get a reminder on this date to contact the customer",
"fieldname": "contact_date",
"fieldtype": "Datetime",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Next Contact Date",
"no_copy": 0,
"oldfieldname": "contact_date",
"oldfieldtype": "Date",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "to_discuss",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "To Discuss",
"no_copy": 1,
"oldfieldname": "to_discuss",
"oldfieldtype": "Small Text",
"permlevel": 0,
"read_only": 0
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 1,
"in_filter": 0,
"in_list_view": 0,
"label": "Amended From",
"no_copy": 1,
"oldfieldname": "amended_from",
@ -401,13 +793,24 @@
"permlevel": 0,
"print_hide": 1,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0,
"width": "150px"
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "icon-info-sign",
"idx": 1,
"in_create": 0,
"in_dialog": 0,
"is_submittable": 0,
"modified": "2015-04-13 12:53:43.490817",
"issingle": 0,
"istable": 0,
"modified": "2015-08-07 17:11:33.955441",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",
@ -420,31 +823,42 @@
"create": 1,
"delete": 1,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
}
],
"read_only": 0,
"read_only_onload": 0,
"search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company",
"sort_field": "modified",
"sort_order": "DESC",