Patrick Hoste
a54f3852d6
PURPOSE Allow users to configure contract recurrences and Monthly Recurring Revenues on Opportunities they're trying to close. One short revenues are not sufficient to cover real life use cases of CRM revenu analysis. SPECIFICATIONS Adds an option in the settings to activate the recurring revenue feature. This feature is set on an opportunity to indicate a revenue that could be perceived over time. This time indicator is set by the crm.recurring.plan model in which the number of months is determined. By default some plans are added in data. When using plans, revenues are computed across the plan months. LINKS Task ID-2283052 odoo/odoo#54194 odoo/enterprise#12423 odoo/upgrade#1463 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
83 lines
3.3 KiB
XML
83 lines
3.3 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 id="group_use_recurring_revenues" model="res.groups">
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<field name="name">Show Recurring Revenues 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', 'in', company_ids)]</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="domain_force">['|',('company_id','=',False),('company_id', 'in', company_ids)]</field>
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</record>
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</data>
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</odoo>
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