Yannick Tivisse
9e57185449
Purpose: Having the res_group defined in base and sales_team auto installed with mail doens't make sense. - Move the empty res_config class and the related view from base_setup to sales_team (base_setup only contains the 'General Settings' model and views - Move the 'sale' related content from product to sale module (Access rights, menuitems,...) - Set sales_team at autoinstall False. The module is installed when needed by crm or sale for example - Set sales_team as a dependency of voip. (Access rights defined for configuration purpose) - Set sales_team ad a dependency of subscription (Access rights issue too) [FIX] account: move some ir.model.access to sale module [FIX] payment: Move some ir.rule to website_sale [FIX] stock: move some ir.model.access rule to sale_stock [FIX] project: Move some ir.model.access rules to crm_project_issue [FIX] mrp: Move some ir.model.access rules to sale_mrp [FIX] calendar: move some ir.model.access rules to crm Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes sales_team.group_sale_manager. [ADD] sales_team: See own documents => See only his sales team Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm into sales_team module. Add the record rules so that user can see only his Own Sales Team if "See Own Leads" is sales right and can see all sales teams if he is having sales rights of "See All Leads" or manager.
141 lines
6.6 KiB
XML
141 lines
6.6 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.actions.act_window" id="crm_lead_all_leads">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,graph,pivot,calendar,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="context">{
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'default_type':'lead',
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'search_default_type': 'lead',
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'needaction_menu_ref': 'crm.menu_crm_opportunities',
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'search_default_to_process':1,
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}
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</field>
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<field name="help" type="html">
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<p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window" id="crm_lead_opportunities">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'default_type': 'opportunity',
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'default_user_id': uid
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}
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</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record id="action_your_pipeline" model="ir.actions.server">
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<field name="name">My Pipeline</field>
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<field name="model_id" ref="crm.model_crm_team"/>
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<field name="state">code</field>
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<field name="code">action = self.action_your_pipeline(cr, uid, context=context)</field>
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<field eval="True" name="condition"/>
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</record>
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<record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
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<field name="name">My Pipeline</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'default_type': 'opportunity',
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'default_user_id': uid,
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'search_default_assigned_to_me': 1,
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}</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="help" type="html">
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<p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="crm_lead_opportunities"/>
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</record>
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<menuitem id="sales_team.menu_sales" name="Sales" parent="sales_team.menu_base_partner" sequence="5"/>
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<menuitem name="Leads" id="menu_crm_leads" parent="sales_team.menu_sales" sequence="1"
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action="crm_lead_all_leads" groups="crm.group_use_lead"/>
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<menuitem id="menu_crm_opportunities" action="action_your_pipeline" parent="sales_team.menu_sales" sequence="4"/>
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<record id="crm_lead_action_activities" model="ir.actions.act_window">
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<field name="name">Next Activities</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form,kanban,calendar,pivot,graph</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="view_ids"
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eval="[(5, 0, 0), (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_activity')}),
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(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
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(0, 0, {'view_mode': 'kanban'}), (0, 0, {'view_mode': 'calendar'}), (0, 0, {'view_mode': 'pivot'}), (0, 0, {'view_mode': 'graph'})]"/>
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<field name="domain">[('type','=','opportunity'), ('date_action', '!=', False)]</field>
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<field name="context">{
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'default_type': 'opportunity',
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'default_user_id': uid,
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'search_default_assigned_to_me': 1
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}
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</field>
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<field name="help" type="html">
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<p>
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Here is the list of your next activities. Those are linked to your opportunities.
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To set a next activity, go on an opportunity and add one. It will then appear in this list.
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</p>
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</field>
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</record>
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<menuitem id="crm_lead_menu_activities" name="Next Activities" sequence="5"
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parent="sales_team.menu_sales" action="crm_lead_action_activities" />
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</data>
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</openerp>
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