diff --git a/addons/account/security/ir.model.access.csv b/addons/account/security/ir.model.access.csv index 19bcc372123..a49886ab0c3 100644 --- a/addons/account/security/ir.model.access.csv +++ b/addons/account/security/ir.model.access.csv @@ -37,7 +37,7 @@ access_account_invoice_user,account.invoice user,model_account_invoice,base.grou access_account_invoice_user,account.invoice.line user,model_account_invoice_line,base.group_user,1,0,0,0 access_account_payment_term_partner_manager,account.payment.term partner manager,model_account_payment_term,base.group_user,1,0,0,0 access_account_payment_term_line_partner_manager,account.payment.term.line partner manager,model_account_payment_term_line,base.group_user,1,0,0,0 -access_account_account_sale_manager,account.account sale manager,model_account_account,sales_team.group_sale_manager,1,0,0,0 +access_account_account_sale_manager,account.account sale manager,model_account_account,base.group_sale_manager,1,0,0,0 access_account_fiscal_position_product_manager,account.fiscal.position account.manager,model_account_fiscal_position,account.group_account_manager,1,1,1,1 access_account_fiscal_position_tax_product_manager,account.fiscal.position.tax account.manager,model_account_fiscal_position_tax,account.group_account_manager,1,1,1,1 access_account_fiscal_position_account_product_manager,account.fiscal.position account.manager,model_account_fiscal_position_account,account.group_account_manager,1,1,1,1 @@ -60,9 +60,9 @@ access_account_invoice_line_accountant,account.invoice.line accountant,model_acc access_account_account_invoice,account.account invoice,model_account_account,account.group_account_invoice,1,0,0,0 access_account_analytic_accountant,account.analytic.account accountant,analytic.model_account_analytic_account,account.group_account_user,1,1,1,1 access_account_account_type_invoice,account.account.type invoice,model_account_account_type,account.group_account_invoice,1,0,0,0 -access_account_tax_sale_manager,account.tax sale manager,model_account_tax,sales_team.group_sale_salesman,1,0,0,0 -access_account_journal_sale_manager,account.journal sale manager,model_account_journal,sales_team.group_sale_salesman,1,0,0,0 -access_account_invoice_tax_sale_manager,account.invoice.tax sale manager,model_account_invoice_tax,sales_team.group_sale_salesman,1,0,0,0 +access_account_tax_sale_manager,account.tax sale manager,model_account_tax,base.group_sale_salesman,1,0,0,0 +access_account_journal_sale_manager,account.journal sale manager,model_account_journal,base.group_sale_salesman,1,0,0,0 +access_account_invoice_tax_sale_manager,account.invoice.tax sale manager,model_account_invoice_tax,base.group_sale_salesman,1,0,0,0 access_account_financial_report,account.financial.report,model_account_financial_report,account.group_account_user,1,1,1,1 access_account_financial_report_invoice,account.financial.report invoice,model_account_financial_report,account.group_account_invoice,1,0,0,0 access_account_account_tax,account.account.tag,model_account_account_tag,account.group_account_user,1,0,0,0 @@ -79,4 +79,4 @@ access_account_cashbox_line,account.bank.statement.cashbox.line,model_account_ca access_account_tax_group_internal_user,account.tax.group internal user,model_account_tax_group,base.group_user,1,0,0,0 access_account_tax_group,account.tax.group,model_account_tax_group,account.group_account_invoice,1,0,0,0 access_account_tax_group_manager,account.tax.group,model_account_tax_group,account.group_account_manager,1,1,1,1 -access_account_tax_group_sale_manager,account.tax.group sale manager,model_account_tax_group,sales_team.group_sale_salesman,1,0,0,0 +access_account_tax_group_sale_manager,account.tax.group sale manager,model_account_tax_group,base.group_sale_salesman,1,0,0,0 diff --git a/addons/account_analytic_default/security/ir.model.access.csv b/addons/account_analytic_default/security/ir.model.access.csv index 0960cb1633d..dc2ecfdb076 100644 --- a/addons/account_analytic_default/security/ir.model.access.csv +++ b/addons/account_analytic_default/security/ir.model.access.csv @@ -2,4 +2,4 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink access_account_analytic_default,account.analytic.default,model_account_analytic_default,account.group_account_user,1,0,0,0 access_account_analytic_default_analytic,account.analytic.default analytic,model_account_analytic_default,analytic.group_analytic_accounting,1,0,0,0 access_account_analytic_default_invoice,account.analytic.default invoice,model_account_analytic_default,account.group_account_invoice,1,1,1,1 -access_account_analytic_default_salesman,account.analytic.default.salesman,model_account_analytic_default,sales_team.group_sale_salesman,1,1,1,1 +access_account_analytic_default_salesman,account.analytic.default.salesman,model_account_analytic_default,base.group_sale_salesman,1,1,1,1 diff --git a/addons/association/profile_association.xml b/addons/association/profile_association.xml index afaa290adbc..910670d3d72 100644 --- a/addons/association/profile_association.xml +++ b/addons/association/profile_association.xml @@ -5,7 +5,7 @@ diff --git a/addons/base_setup/models/res_config.py b/addons/base_setup/models/res_config.py index 246900e0e75..9602593c105 100644 --- a/addons/base_setup/models/res_config.py +++ b/addons/base_setup/models/res_config.py @@ -55,3 +55,10 @@ class BaseConfigSettings(models.TransientModel): partner_rule = self.env.ref('base.res_partner_rule') for config in self: partner_rule.write({'active': not config.company_share_partner}) + + +# Empty class but required since it's overrided by sale & crm +class SaleConfigSettings(models.TransientModel): + + _name = 'sale.config.settings' + _inherit = 'res.config.settings' diff --git a/addons/base_setup/views/res_config_views.xml b/addons/base_setup/views/res_config_views.xml index bdba02a9399..b45a4909c97 100644 --- a/addons/base_setup/views/res_config_views.xml +++ b/addons/base_setup/views/res_config_views.xml @@ -124,4 +124,29 @@ action="action_general_configuration" groups="base.group_system"/> + + + + sale settings + sale.config.settings + +
+
+
+
+ + + + + + Configure Sales + ir.actions.act_window + sale.config.settings + + form + inline + + diff --git a/addons/base_setup/views/res_partner_views.xml b/addons/base_setup/views/res_partner_views.xml index 01ca51cb892..9eef80f6539 100644 --- a/addons/base_setup/views/res_partner_views.xml +++ b/addons/base_setup/views/res_partner_views.xml @@ -1,6 +1,5 @@ - res.partner.kanban.inherit diff --git a/addons/calendar/security/ir.model.access.csv b/addons/calendar/security/ir.model.access.csv index 144da577ab6..c6f55f93af8 100644 --- a/addons/calendar/security/ir.model.access.csv +++ b/addons/calendar/security/ir.model.access.csv @@ -2,15 +2,15 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink access_calendar_attendee_portal,calendar.attendee_portal,model_calendar_attendee,base.group_portal,1,1,0,0 access_calendar_attendee_employee,calendar.attendee_employee,model_calendar_attendee,base.group_user,1,1,1,1 access_calendar_alarm,calendar.alarm,model_calendar_alarm,base.group_user,1,1,1,1 -access_calendar_event_manager,calendar.event.manager,model_calendar_event,sales_team.group_sale_manager,1,1,1,1 -access_calendar_event,calendar.event,model_calendar_event,sales_team.group_sale_salesman,1,1,1,0 +access_calendar_event_manager,calendar.event.manager,model_calendar_event,base.group_sale_manager,1,1,1,1 +access_calendar_event,calendar.event,model_calendar_event,base.group_sale_salesman,1,1,1,0 access_calendar_event_all_user,calendar.event_all_user,model_calendar_event,base.group_portal,1,0,0,0 access_calendar_event_all_employee,calendar.event_all_employee,model_calendar_event,base.group_user,1,1,1,1 access_calendar_event_partner_manager,calendar.event.partner.manager,model_calendar_event,base.group_partner_manager,1,1,1,1 access_calendar_event_type_all,calendar.event.type.all,model_calendar_event_type,base.group_user,1,0,0,0 -access_calendar_event_type_sale_manager,calendar.event.type.manager,model_calendar_event_type,sales_team.group_sale_manager,1,1,1,0 +access_calendar_event_type_sale_manager,calendar.event.type.manager,model_calendar_event_type,base.group_sale_manager,1,1,1,0 access_calendar_event_type_sale_user,calendar.event.type.user,model_calendar_event_type,base.group_user,1,0,0,0 -access_calendar_event_type_sale_user,calendar.event.type.salesman,model_calendar_event_type,sales_team.group_sale_salesman,1,0,0,0 +access_calendar_event_type_sale_user,calendar.event.type.salesman,model_calendar_event_type,base.group_sale_salesman,1,0,0,0 access_calendar_event_type_manager,calendar.event.type.manager,model_calendar_event_type,base.group_system,1,1,1,1 access_calendar_alarm_manager,access_calendar_alarm_manager,model_calendar_alarm_manager,base.group_user,1,1,1,1 access_calendar_contacts_all,access_calendar_contacts_all,model_calendar_contacts,base.group_user,1,1,1,1 diff --git a/addons/crm/calendar_event_menu.xml b/addons/crm/calendar_event_menu.xml index c9d43050387..eb3889f0857 100644 --- a/addons/crm/calendar_event_menu.xml +++ b/addons/crm/calendar_event_menu.xml @@ -3,7 +3,7 @@ + parent="base.menu_base_partner"/> CRM - Meetings Search diff --git a/addons/crm/crm_demo.xml b/addons/crm/crm_demo.xml index 60834cbc311..4daf241fd49 100644 --- a/addons/crm/crm_demo.xml +++ b/addons/crm/crm_demo.xml @@ -2,7 +2,7 @@ - + diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py index f21a1cd6a94..4f81a01b851 100644 --- a/addons/crm/crm_lead.py +++ b/addons/crm/crm_lead.py @@ -889,7 +889,7 @@ Update your business card, phone book, social media,... Send an email right now def _notification_group_recipients(self, cr, uid, ids, message, recipients, done_ids, group_data, context=None): """ Override the mail.thread method to handle salesman recipients. Indeed those will have specific action in their notification emails. """ - group_sale_salesman = self.pool['ir.model.data'].xmlid_to_res_id(cr, uid, 'sales_team.group_sale_salesman') + group_sale_salesman = self.pool['ir.model.data'].xmlid_to_res_id(cr, uid, 'base.group_sale_salesman') for recipient in recipients: if recipient.id in done_ids: continue diff --git a/addons/crm/crm_lead_menu.xml b/addons/crm/crm_lead_menu.xml index 1d212e9a53c..561ccfe2cab 100644 --- a/addons/crm/crm_lead_menu.xml +++ b/addons/crm/crm_lead_menu.xml @@ -103,10 +103,10 @@ - - + - + Next Activities @@ -134,7 +134,7 @@ + parent="base.menu_sales" action="crm_lead_action_activities" /> diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index c667c69b2fd..1252ad41fb6 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -114,7 +114,7 @@ + context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads'], 'team_id': team_id}"/> @@ -445,7 +445,7 @@ - + @@ -629,7 +629,7 @@ 'default_use_template': True, 'default_template_id': ref('crm.email_template_opportunity_mail'), }" - groups="sales_team.group_sale_salesman" + groups="base.group_sale_salesman" /> + id="base.menu_base_partner" + groups="base.group_sale_manager,base.group_sale_salesman" + web_icon="crm,static/description/icon.png" + sequence="6"/> + parent="base.menu_sale_config" sequence="5" groups="base.group_sale_manager"/> + parent="base.menu_sale_config" sequence="1" groups="base.group_sale_manager"/> - + diff --git a/addons/crm/report/crm_activity_report_view.xml b/addons/crm/report/crm_activity_report_view.xml index 66d1ad8d5ae..f71cbe5fe14 100644 --- a/addons/crm/report/crm_activity_report_view.xml +++ b/addons/crm/report/crm_activity_report_view.xml @@ -58,7 +58,7 @@ [] diff --git a/addons/crm/res_config_view.xml b/addons/crm/res_config_view.xml index 1e9cc22ae15..47e3f2b20d3 100644 --- a/addons/crm/res_config_view.xml +++ b/addons/crm/res_config_view.xml @@ -4,7 +4,7 @@ crm settings sale.config.settings - +
@@ -47,9 +47,9 @@ - - + diff --git a/addons/crm/security/crm_security.xml b/addons/crm/security/crm_security.xml index 6a7a1ff2ab9..b211f06d5e4 100644 --- a/addons/crm/security/crm_security.xml +++ b/addons/crm/security/crm_security.xml @@ -2,25 +2,25 @@ - + User: Own Documents Only the user will have access to his own data in the sales application. - + User: All Documents - + the user will have access to all records of everyone in the sales application. - + Manager the user will have an access to the sales configuration as well as statistic reports. - + @@ -33,12 +33,12 @@ - - + + - - + + @@ -49,13 +49,13 @@ Personal Leads ['|',('user_id','=',user.id),('user_id','=',False)] - + All Leads [(1,'=',1)] - + @@ -69,28 +69,28 @@ Personal Leads Analysis ['|',('user_id','=',user.id),('user_id','=',False)] - + All Leads Analysis [(1,'=',1)] - + All Activities [(1,'=',1)] - + Personal Activities ['|',('user_id','=',user.id),('user_id','=',False)] - + diff --git a/addons/crm/security/ir.model.access.csv b/addons/crm/security/ir.model.access.csv index b1f839b819e..a1ecf821756 100644 --- a/addons/crm/security/ir.model.access.csv +++ b/addons/crm/security/ir.model.access.csv @@ -1,24 +1,24 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink -access_crm_lead_manager,crm.lead.manager,model_crm_lead,sales_team.group_sale_manager,1,1,1,1 -access_crm_lead,crm.lead,model_crm_lead,sales_team.group_sale_salesman,1,1,1,0 +access_crm_lead_manager,crm.lead.manager,model_crm_lead,base.group_sale_manager,1,1,1,1 +access_crm_lead,crm.lead,model_crm_lead,base.group_sale_salesman,1,1,1,0 access_crm_stage,crm.stage,model_crm_stage,,1,0,0,0 -access_crm_stage_manager,crm.stage,model_crm_stage,sales_team.group_sale_manager,1,1,1,1 -access_crm_opportunity_report_user,crm.opportunity.report,model_crm_opportunity_report,sales_team.group_sale_salesman,1,0,0,0 -access_crm_opportunity_report_manager,crm.opportunity.report,model_crm_opportunity_report,sales_team.group_sale_manager,1,1,1,1 -access_res_partner_manager,res.partner.crm.manager,base.model_res_partner,sales_team.group_sale_manager,1,0,0,0 -access_res_partner_category_manager,res.partner.category.crm.manager,base.model_res_partner_category,sales_team.group_sale_manager,1,0,0,0 -access_res_partner,res.partner.crm.user,base.model_res_partner,sales_team.group_sale_salesman,1,1,1,0 -access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,sales_team.group_sale_salesman,1,1,1,0 -mail_mailgate_thread,mail.thread,mail.model_mail_thread,sales_team.group_sale_salesman,1,1,1,1 -access_base_action_rule_manager,base.action.rule manager,base_action_rule.model_base_action_rule,sales_team.group_sale_manager,1,1,1,1 +access_crm_stage_manager,crm.stage,model_crm_stage,base.group_sale_manager,1,1,1,1 +access_crm_opportunity_report_user,crm.opportunity.report,model_crm_opportunity_report,base.group_sale_salesman,1,0,0,0 +access_crm_opportunity_report_manager,crm.opportunity.report,model_crm_opportunity_report,base.group_sale_manager,1,1,1,1 +access_res_partner_manager,res.partner.crm.manager,base.model_res_partner,base.group_sale_manager,1,0,0,0 +access_res_partner_category_manager,res.partner.category.crm.manager,base.model_res_partner_category,base.group_sale_manager,1,0,0,0 +access_res_partner,res.partner.crm.user,base.model_res_partner,base.group_sale_salesman,1,1,1,0 +access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,base.group_sale_salesman,1,1,1,0 +mail_mailgate_thread,mail.thread,mail.model_mail_thread,base.group_sale_salesman,1,1,1,1 +access_base_action_rule_manager,base.action.rule manager,base_action_rule.model_base_action_rule,base.group_sale_manager,1,1,1,1 access_crm_lead_partner_manager,crm.lead.partner.manager,model_crm_lead,base.group_partner_manager,1,0,0,0 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,sales_team.group_sale_salesman,1,1,1,0 -access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,sales_team.group_sale_manager,1,1,1,1 -access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,sales_team.group_sale_manager,1,1,1,1 -access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,sales_team.group_sale_salesman,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,1,0,0,0 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,sales_team.group_sale_manager,1,1,1,1 -access_crm_activity_salesman,crm.activity.salesman,model_crm_activity,sales_team.group_sale_salesman,1,1,1,0 +access_crm_activity_manager,crm.activity.manager,model_crm_activity,base.group_sale_manager,1,1,1,1 +access_crm_activity_salesman,crm.activity.salesman,model_crm_activity,base.group_sale_salesman,1,1,1,0 access_crm_activity_report_user,crm.activity.report.user,model_crm_activity_report,base.group_user,1,0,0,0 diff --git a/addons/crm/test/crm_access_group_users.yml b/addons/crm/test/crm_access_group_users.yml index 176283592b7..e7fdc86d096 100644 --- a/addons/crm/test/crm_access_group_users.yml +++ b/addons/crm/test/crm_access_group_users.yml @@ -11,7 +11,7 @@ - !record {model: res.users, id: crm_res_users_salesmanager}: groups_id: - - sales_team.group_sale_manager + - base.group_sale_manager - Create a user as 'Crm Salesman' - @@ -25,5 +25,5 @@ - !record {model: res.users, id: crm_res_users_salesman}: groups_id: - - sales_team.group_sale_salesman_all_leads + - base.group_sale_salesman_all_leads - base.group_partner_manager diff --git a/addons/crm/tests/common.py b/addons/crm/tests/common.py index b59be71bada..7156d1a0844 100644 --- a/addons/crm/tests/common.py +++ b/addons/crm/tests/common.py @@ -10,7 +10,7 @@ class TestCrm(TestMail): super(TestCrm, cls).setUpClass() user_group_employee = cls.env.ref('base.group_user') - user_group_salesman_all = cls.env.ref('sales_team.group_sale_salesman_all_leads') + user_group_salesman_all = cls.env.ref('base.group_sale_salesman_all_leads') # Test users to use through the various tests Users = cls.env['res.users'].with_context({'no_reset_password': True, 'mail_create_nosubscribe': True}) diff --git a/addons/crm/web_planner_data.xml b/addons/crm/web_planner_data.xml index 12a43dd3409..cbbd1f9ab13 100644 --- a/addons/crm/web_planner_data.xml +++ b/addons/crm/web_planner_data.xml @@ -956,7 +956,7 @@ Sales strategy planner - + planner_crm diff --git a/addons/crm/wizard/crm_merge_opportunities_view.xml b/addons/crm/wizard/crm_merge_opportunities_view.xml index 964372a6b64..7dfc976c6ce 100644 --- a/addons/crm/wizard/crm_merge_opportunities_view.xml +++ b/addons/crm/wizard/crm_merge_opportunities_view.xml @@ -50,7 +50,7 @@ key2="client_action_multi" name="Merge leads/opportunities" res_model="crm.merge.opportunity" src_model="crm.lead" view_mode="form" target="new" view_type="form" - groups="sales_team.group_sale_salesman" + groups="base.group_sale_salesman" /> diff --git a/addons/crm_partner_assign/crm_lead_view.xml b/addons/crm_partner_assign/crm_lead_view.xml index 025be1e2eed..0f82c08debe 100644 --- a/addons/crm_partner_assign/crm_lead_view.xml +++ b/addons/crm_partner_assign/crm_lead_view.xml @@ -7,7 +7,7 @@ - +