Hitesh Trivedi
30a7ef804a
Among various small fixes, some changes : - correct computation of default sales team, located in sales_team with a small code cleaning. Rely on this method everywhere it is necessary. - add a configuration option to enable the use of leads in sales team; otherwise it is hidden - better display of alias in empty list help; - add a menu for next activities, that are the opportunities with an action whose deadline is near assigned to the current user; - automatic update of aliases configuration on sales team, based on whether they use leads and/or opportunities; - add a wizard to log the lost reasong when deactivating a lead or an opportunity
84 lines
3.7 KiB
XML
84 lines
3.7 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_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='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_lead_report" model="ir.rule">
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<field name="name">Personal Leads Analysis</field>
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<field ref="model_crm_opportunity_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_opportunity_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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