jem-odoo
13eb9b9c5b
This commit improves the CRM reporting by: - adding new field on the report model - providing new predefined filters for users - renaming labels to be more precise - reorganizing filter and group by - remove wrong measure in report (probability and days to close), as they were not correct when multiple activity on a lead. Main purpose is to ease finding usefull KPI for the user, and make the activity reporting a bit less confusing and limited. It also now include all user messages (discussion subtype) and note from activity (when marking activity as done) in the reporting, so we can have a complete analysis of action taken on the leads. Task-1862209 closes odoo/odoo#27767
79 lines
3.1 KiB
XML
79 lines
3.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<record id="group_use_lead" model="res.groups">
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<field name="name">Show Lead Menu</field>
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<field name="category_id" ref="base.module_category_hidden"/>
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</record>
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<record model="res.users" id="base.user_root">
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<field eval="[(4,ref('base.group_partner_manager'))]" name="groups_id"/>
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</record>
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<record model="res.users" id="base.user_admin">
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<field eval="[(4,ref('base.group_partner_manager'))]" name="groups_id"/>
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</record>
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<record id="contacts.res_partner_menu_config" model="ir.ui.menu">
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<field name="name">Configuration</field>
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<field name="groups_id" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
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</record>
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</data>
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<data noupdate="1">
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<record id="crm_rule_personal_lead" model="ir.rule">
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<field name="name">Personal Leads</field>
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<field ref="model_crm_lead" name="model_id"/>
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<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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</record>
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<record id="crm_lead_company_rule" model="ir.rule">
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<field name="name">CRM Lead Multi-Company</field>
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<field name="model_id" ref="model_crm_lead"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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</record>
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<record id="crm_rule_all_lead" model="ir.rule">
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<field name="name">All Leads</field>
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<field ref="model_crm_lead" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
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</record>
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<record id="calendar_event_global" model="ir.rule">
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<field name="name">Hide Private Meetings</field>
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<field ref="model_calendar_event" name="model_id"/>
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<field eval="1" name="global"/>
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<field name="domain_force">['|',('user_id','=',user.id),('show_as','=','busy')]</field>
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</record>
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<record id="crm_activity_report_rule_all_activities" model="ir.rule">
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<field name="name">All Activities</field>
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<field ref="model_crm_activity_report" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
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</record>
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<record id="crm_activity_report_rule_personal_activities" model="ir.rule">
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<field name="name">Personal Activities</field>
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<field ref="model_crm_activity_report" name="model_id"/>
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<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
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</record>
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<record id="crm_activity_report_rule_multi_company" model="ir.rule">
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<field name="name">CRM Lead Multi-Company</field>
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<field name="model_id" ref="model_crm_activity_report"/>
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<field name="global" eval="True"/>
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<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
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</record>
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</data>
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</odoo>
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