[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
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@@ -1222,12 +1222,18 @@ class crm_lead_tag(osv.Model):
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('name_uniq', 'unique (name)', "Tag name already exists !"),
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]
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class crm_lost_reason(osv.Model):
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_name = "crm.lost.reason"
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_description = 'Reason for loosing leads'
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_columns = {
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'name': fields.char('Name', required=True),
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'active': fields.boolean('Active'),
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}
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_defaults = {
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'active': True,
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}
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@@ -23,6 +23,17 @@
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parent="base.menu_sale_config" sequence="0" groups="base.group_sale_manager"/>
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<!-- CRM.LOST.REASON VIEWS -->
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<record id="crm_lost_reason_view_search" model="ir.ui.view">
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<field name="name">crm.lost.reason.view.search</field>
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<field name="model">crm.lost.reason</field>
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<field name="arch" type="xml">
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<search string="Search Opportunities">
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<filter string="Include archived" name="archived"
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domain="['|', ('active', '=', True), ('active', '=', False)]"/>
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</search>
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</field>
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</record>
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<record id="crm_lost_reason_view_form" model="ir.ui.view">
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<field name="name">crm.lost.reason.form</field>
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<field name="model">crm.lost.reason</field>
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@@ -30,6 +41,7 @@
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<form string="Channel">
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<group>
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<field name="name"/>
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<field name="active"/>
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</group>
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</form>
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</field>
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@@ -16,7 +16,7 @@ access_crm_lead_tag,crm_lead_tag,model_crm_lead_tag,base.group_user,1,0,0,0
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access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,base.group_sale_salesman,1,1,1,0
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access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,base.group_sale_manager,1,1,1,1
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access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,base.group_sale_manager,1,1,1,1
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access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,1,1,0
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access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,0,0,0
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access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
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access_crm_activity_user,crm.activity.user,model_crm_activity,base.group_user,1,1,1,0
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access_crm_activity_manager,crm.activity.manager,model_crm_activity,base.group_sale_manager,1,1,1,1
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