[IMP] crm.lead: lost reason improvements

- now possible to archive lost reasons. Indeed some reasons may become
  unrelevant after some time.
- updated access rights on lost reasons: manager can create / update them
  salesmen can only use them
- add archived filter
This commit is contained in:
Thibault Delavallée
2015-09-28 17:27:07 +02:00
parent 7ac04d409e
commit b14ed9a5eb
3 changed files with 19 additions and 1 deletions
+6
View File
@@ -1222,12 +1222,18 @@ class crm_lead_tag(osv.Model):
('name_uniq', 'unique (name)', "Tag name already exists !"),
]
class crm_lost_reason(osv.Model):
_name = "crm.lost.reason"
_description = 'Reason for loosing leads'
_columns = {
'name': fields.char('Name', required=True),
'active': fields.boolean('Active'),
}
_defaults = {
'active': True,
}
+12
View File
@@ -23,6 +23,17 @@
parent="base.menu_sale_config" sequence="0" groups="base.group_sale_manager"/>
<!-- CRM.LOST.REASON VIEWS -->
<record id="crm_lost_reason_view_search" model="ir.ui.view">
<field name="name">crm.lost.reason.view.search</field>
<field name="model">crm.lost.reason</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<filter string="Include archived" name="archived"
domain="['|', ('active', '=', True), ('active', '=', False)]"/>
</search>
</field>
</record>
<record id="crm_lost_reason_view_form" model="ir.ui.view">
<field name="name">crm.lost.reason.form</field>
<field name="model">crm.lost.reason</field>
@@ -30,6 +41,7 @@
<form string="Channel">
<group>
<field name="name"/>
<field name="active"/>
</group>
</form>
</field>
+1 -1
View File
@@ -16,7 +16,7 @@ access_crm_lead_tag,crm_lead_tag,model_crm_lead_tag,base.group_user,1,0,0,0
access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,base.group_sale_salesman,1,1,1,0
access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,base.group_sale_manager,1,1,1,1
access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,base.group_sale_manager,1,1,1,1
access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,1,1,0
access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,0,0,0
access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
access_crm_activity_user,crm.activity.user,model_crm_activity,base.group_user,1,1,1,0
access_crm_activity_manager,crm.activity.manager,model_crm_activity,base.group_sale_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
16 access_crm_lead_tag_salesman crm_lead_tag salesman model_crm_lead_tag base.group_sale_salesman 1 1 1 0
17 access_crm_lead_tag_manager crm_lead_tag manager model_crm_lead_tag base.group_sale_manager 1 1 1 1
18 access_crm_lost_reason_manager crm.lost.reason.manager model_crm_lost_reason base.group_sale_manager 1 1 1 1
19 access_crm_lost_reason_salesman crm.lost.reason.salesman model_crm_lost_reason base.group_sale_salesman 1 1 0 1 0 0
20 access_crm_lost_reason_user crm.lost.reason.user model_crm_lost_reason base.group_user 1 0 0 0
21 access_crm_activity_user crm.activity.user model_crm_activity base.group_user 1 1 1 0
22 access_crm_activity_manager crm.activity.manager model_crm_activity base.group_sale_manager 1 1 1 1