Thibault Delavallée
b14ed9a5eb
- 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
69 lines
2.8 KiB
XML
69 lines
2.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Top menu item -->
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<!--
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This menu item's purpose is to overwrite another one defined in
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the base module in order to set new groups.
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-->
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<menuitem name="Sales"
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id="base.menu_base_partner"
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groups="base.group_sale_manager,base.group_sale_salesman"
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web_icon="crm,static/description/icon.png"
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sequence="6"/>
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<menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
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parent="base.menu_sale_config" sequence="5" groups="base.group_sale_manager"/>
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<menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
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parent="base.menu_sale_config" sequence="1" groups="base.group_sale_manager"/>
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<menuitem id="base.menu_sale_config_sales" name="Sales"
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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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<field name="arch" type="xml">
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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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</record>
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<record id="crm_lost_reason_action" model="ir.actions.act_window">
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<field name="name">Lost Reasons</field>
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<field name="res_model">crm.lost.reason</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new lost reason.
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</p><p>
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Use lost reasons to explain why an opportunity is lost.
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</p><p>
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Some examples of lost reasons: "We don't have people/skill", "Price too high"
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</p>
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</field>
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</record>
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<menuitem action="crm_lost_reason_action" id="menu_crm_lost_reason" parent="base.menu_crm_config_lead" sequence="6" groups="base.group_no_one"/>
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</data>
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</openerp>
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