Yannick Tivisse
8c08a9be10
SPECIFICATION: ============== - hide income account in invoicing wizard (if user is not a accounting accountant at least) - hide Inventory tab in products form if no access to Inventory app - in internal category form, hide accounts if user is not an accounting accountant - hide Vendors if no access to purchase (as well as Description for Vendors in Notes) - remove Warranty or hide it with related access rights - tax cloud config is not userfriendly (product form, what is TIC category? what does it imply?) - rename Accounting tab (in products) into "Invoicing" and move Invoicing Policy and Taxcloud Config there. Make tax field visible for sales - reset Internal notes field on product (under Notes). Used by many companies and useful for search on website. - invoice: validate button should be for billing users only - a sales user can't see Configuration menu (with salesteams) - a sales user should not see Invoicing report link &nd settings link in salesteam dashboard - a sales user should not see the field for invoicing target in dashboard (in invoicing if activated for salesteam) - In sales team, quotations and invoices should be only one option -> that way invoicing fields & targets show up to the admin - SO status: sale order -> Sales Order - Everywhere: Payment Term -> Payment Terms
62 lines
3.0 KiB
XML
62 lines
3.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="group_sale_salesman" model="res.groups">
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<field name="name">User: Own Documents 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="group_sale_salesman_all_leads" model="res.groups">
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<field name="name">User: All Documents</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('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="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('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="crm_rule_own_salesteam" model="ir.rule">
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<field name="name">Own Salesteam</field>
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<field ref="sales_team.model_crm_team" name="model_id"/>
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<field name="domain_force">[('member_ids', 'in', user.id)]</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_rule_all_salesteam" model="ir.rule">
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<field name="name">All Salesteam</field>
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<field ref="sales_team.model_crm_team" 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 model="ir.rule" id="sale_team_comp_rule">
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<field name="name">Sales Team multi-company</field>
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<field name="model_id" ref="model_crm_team"/>
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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 model="ir.ui.menu" id="sales_team.menu_sale_config">
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<field name="name">Configuration</field>
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<field eval="[(6,0,[ref('base.group_system')])]" name="groups_id"/>
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</record>
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<record model="ir.ui.menu" id="menu_config_address_book">
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<field name="name">Contacts</field>
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<field eval="[(6,0,[ref('base.group_system'), ref('base.group_partner_manager')])]" name="groups_id"/>
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</record>
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<data noupdate="1">
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<record id="base.default_user" model="res.users">
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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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</odoo>
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