Yannick Tivisse
74f3cbc6a6
- Several Modules have been splitted into several apps
Examples :
Human Resources : Splitted into Leaves, Recruitment, Expenses, Appraisals, Timesheets, Employees, Payroll
Marketing : Mass Mailing, Events, ...
Messaging : Chat, Agenda, Notes, Address Book, ...
- Generally, the related reports have been moved in the apps, as last menu
- Also, configuration menu (no_one group) have been moved into a config root menu
exception made for the warehouse and lunch modules
- Configuration for typical frontend modules have been moved into the website settings
Related modules : Ecommerce, blog, slides, forum
- When they are present, menus like 'product' or 'customers' have been moved
ex : Customers in Sales menu, Product in POS menu
- A lot of sequences and xmlids have been added or modified in this commit
- List of apps :
1 Chat : Inbox, Channels
2 Agenda : Calendar
3 Notes
4 Address Book : The view contact is still laying in the mail module (1 app => 2 icons)
5 eCommerce : Still to define : Config + Orders Analysis + Shipping + incoming Amazon module
6 Sales : Dashboard (Sales Team Kanban), CRM, Sales (note that they are splitted into 2 submenus)
Assignation, After-Sales (Invoicing and Services), Reports
7 Point of Sale : Dashboard (POS status), Orders, Reports
8 Project : Dashboard (Project Kanban), Search (all tasks, issues), Incoming Forecasts module, Reports
Project.issue.version feature has been removed completely
9 Members : Dashboard (Members Kanban), Report, Config
10 Timesheets : Time Tracking, Approvals, Reports
11 Purchase : Purchase, Control (Products and Bills)
12 Warehouse : Dashboard (Warehouse Kanban), Operations, Inventory Control, Schedulers, Configuration
13 Manufacturing : Same menu structure
14 Mass Mailing : Mailings, Campaigns, Reports
15 Events : Events, Reports
16 Lead Automation : Campaigns, Reports
17 Surveys : Surveys, Reports
18 Human Resources : Dashboard (Departments Kanban), Employees, Contracts, Engagement (Gamification)
19 Recruitment : Job Positions, Applications, Resumes & Letters, Reports
20 Expenses : Expenses, Approvals, Reports
21 Leaves : My Leaves, Approvals, Reports
22 Appraisals : Appraisals, Interview, Reports --> Will probably be modified by the incoming refactoring
23 Payroll : Current Menu
24 Lunch : My Lunch, Manager, Configuration
25 Accounting : Same menus currently, waiting the new accounting to be merged
26 Fleet : Current menu
27 Sign : Incoming docusign module
28 No root menuitem with this sequence
29 Attendance : Attendance, Reports
Sign in/out by project feature has been removed completely
30 Link Tracker (group_no_one) : Link Tracker, UTMs
New view added : URL Shortner, which is the frontend view embedded in backend
31 Versionning : Website domain, Versions, Experiments
32 Slides (group_no_one) : Channels, Categories, Slides, Tags
33 No root menu item with this sequence
34 Livechat : Channels, History, Reports
35 Dashboards : My Boards, Configuration
36 App Store : Local Modules, Apps, Updates
Last Settings : Incoming Dashboard Settings, Sales, ...., Website Settings
General Pattern for all modules' settings :
| Module_name
|-- Settings : General Config view (checkbox screen)
|-- Record setting 1
|-- ...
|-- Record setting n
Example for Sale module
| Sales
|-- Settings : Checkbox screen
|-- Quotations
|---- Quotation Templates
|---- Report Layout Categories
|---- Contract Template
|---- Invoice Type
|-- Contract
|---- Deduplicate Contacts
|-- Delivery
|---- Delivery Methods
|---- Delivery Pricelist
102 lines
4.5 KiB
XML
102 lines
4.5 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="0">
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<record id="base.group_sale_salesman" model="res.groups">
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<field name="name">User: Own Leads Only</field>
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<field name="category_id" ref="base.module_category_sales_management"/>
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<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
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<field name="comment">the user will have access to his own data in the sales application.</field>
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</record>
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<record id="base.group_sale_salesman_all_leads" model="res.groups">
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<field name="name">User: All Leads</field>
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<field name="category_id" ref="base.module_category_sales_management"/>
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<field name="implied_ids" eval="[(4, ref('base.group_sale_salesman'))]"/>
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<field name="comment">the user will have access to all records of everyone in the sales application.</field>
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</record>
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<record id="base.group_sale_manager" model="res.groups">
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<field name="name">Manager</field>
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<field name="comment">the user will have an access to the sales configuration as well as statistic reports.</field>
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<field name="category_id" ref="base.module_category_sales_management"/>
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<field name="implied_ids" eval="[(4, ref('base.group_sale_salesman_all_leads'))]"/>
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<field name="users" eval="[(4, ref('base.user_root'))]"/>
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</record>
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<record id="group_fund_raising" model="res.groups">
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<field name="name">Manage Fund Raising</field>
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<field name="category_id" ref="base.module_category_hidden"/>
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</record>
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<record id="group_scheduled_calls" model="res.groups">
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<field name="name">Show Scheduled Calls 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='ir.ui.menu' id='base.menu_base_partner'>
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<field name="groups_id" eval="[(4,ref('base.group_sale_manager')),(4,ref('base.group_sale_salesman'))]"/>
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</record>
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<record model="ir.ui.menu" id="base.menu_sale_config">
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<field eval="[(4, ref('base.group_sale_manager'))]" name="groups_id"/>
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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('base.group_sale_salesman'))]"/>
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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('base.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_rule_personal_phonecall" model="ir.rule">
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<field name="name">Personal Phone Calls</field>
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<field ref="model_crm_phonecall" 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('base.group_sale_salesman'))]"/>
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</record>
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<record id="crm_rule_all_phones" model="ir.rule">
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<field name="name">All Phones</field>
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<field ref="model_crm_phonecall" name="model_id"/>
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<field name="domain_force">[(1,'=',1)]</field>
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<field name="groups" eval="[(4, ref('base.group_sale_salesman_all_leads'))]"/>
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</record>
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<record id="crm_rule_personal_lead_report" model="ir.rule">
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<field name="name">Personal Leads Analysis</field>
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<field ref="model_crm_lead_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('base.group_sale_salesman'))]"/>
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</record>
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<record id="crm_rule_all_lead_report" model="ir.rule">
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<field name="name">All Leads Analysis</field>
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<field ref="model_crm_lead_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('base.group_sale_salesman_all_leads'))]"/>
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</record>
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</data>
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</openerp>
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