Sunil Shrimali
d790b7e6a2
Right now, the 'CRM > Reporting' menu is accessible only to the sales managers. However, we should let users of all access right levels to see their reporting while making sure it does not give them access to data that does not match their rights. This commit thus changes group applied on 'CRM > Reporting' menu from 'sales_team.group_sale_manager' to 'sales_team.group_sale_salesman' so that from sales person to manager, everyone is able to the reporting based on their rights. For the below sub-menus, record rules already exist, preventing data breach: - Dashboard (crm_enterprise) - Leads (crm) - Pipelines (crm) - Activities (crm) However, for data under 'Partnership'(website_crm_partner_assign) and 'Lead Generation Views' sub-menus(crm_iap_lead_website), we introduced the needed access rights / record rules to ensure basic users can only see the data they have rights for. TaskId - 2357311 closes odoo/odoo#64202 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
148 lines
4.1 KiB
XML
148 lines
4.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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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
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id="crm_menu_root"
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name="CRM"
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web_icon="crm,static/description/icon.png"
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groups="sales_team.group_sale_salesman,sales_team.group_sale_manager"
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sequence="6"/>
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<!-- SALES (MAIN USER MENU) -->
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<menuitem
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id="crm_menu_sales"
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name="Sales"
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parent="crm_menu_root"
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sequence="1"/>
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<menuitem
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id="menu_crm_opportunities"
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name="My Pipeline"
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parent="crm_menu_sales"
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sequence="1"/>
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<menuitem
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id="crm_lead_menu_my_activities"
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name="My Activities"
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parent="crm_menu_sales"
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groups="sales_team.group_sale_manager"
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sequence="2"/>
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<menuitem
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id="sales_team_menu_team_pipeline"
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name="Teams"
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parent="crm_menu_sales"
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action="sales_team.crm_team_action_pipeline"
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groups="sales_team.group_sale_manager"
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sequence="4"/>
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<menuitem
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id="res_partner_menu_customer"
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name="Customers"
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parent="crm_menu_sales"
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action="base.action_partner_form"
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sequence="5"/>
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<!-- LEADS (MAIN USER MENU) -->
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<menuitem
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id="crm_menu_leads"
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name="Leads"
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parent="crm_menu_root"
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groups="crm.group_use_lead"
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sequence="5"/>
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<!-- REPORTING -->
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<menuitem
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id="crm_menu_report"
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name="Reporting"
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parent="crm_menu_root"
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sequence="20"
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groups="sales_team.group_sale_salesman"/>
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<menuitem
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id="crm_opportunity_report_menu_lead"
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name="Leads"
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parent="crm_menu_report"
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groups="crm.group_use_lead"
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sequence="1"/>
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<menuitem
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id="crm_opportunity_report_menu"
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name="Pipeline"
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parent="crm_menu_report"
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sequence="2"/>
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<!-- CONFIGURATION -->
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<menuitem
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id="crm_menu_config"
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name="Configuration"
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parent="crm_menu_root"
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sequence="25" groups="sales_team.group_sale_manager"/>
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<menuitem
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id="crm_config_settings_menu"
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name="Settings"
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parent="crm_menu_config"
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groups="base.group_system"
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sequence="0"/>
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<menuitem
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id="menu_crm_config_opportunity"
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name="Opportunities"
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parent="crm_menu_config"
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sequence="1"
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groups="sales_team.group_sale_manager"/>
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<menuitem
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id="crm_team_config"
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name="Sales Teams"
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parent="crm_menu_config"
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action="sales_team.crm_team_action_config"
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sequence="5"/>
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<menuitem
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id="crm_team_member_config"
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name="Teams Members"
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parent="crm_menu_config"
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action="sales_team.crm_team_member_action"
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sequence="6"
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groups="base.group_no_one"/>
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<menuitem
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id="crm_team_menu_config_activity_types"
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name="Activity Types"
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parent="crm_menu_config"
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action="sales_team.mail_activity_type_action_config_sales"
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sequence="10"/>
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<menuitem
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id="crm_recurring_plan_menu_config"
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name="Recurring Plans"
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parent="crm_menu_config"
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action="crm.crm_recurring_plan_action"
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sequence="12"
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groups="crm.group_use_recurring_revenues"/>
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<menuitem
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id="menu_crm_config_lead"
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name="Pipeline"
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parent="crm_menu_config"
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sequence="15"
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groups="sales_team.group_sale_manager"/>
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<menuitem
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id="menu_crm_lead_stage_act"
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name="Stages"
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sequence="0"
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parent="menu_crm_config_lead"
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groups="base.group_no_one"/>
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<menuitem
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id="menu_crm_lead_categ"
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name="Tags"
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action="sales_team.sales_team_crm_tag_action"
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parent="menu_crm_config_lead"
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sequence="1"/>
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<menuitem
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id="menu_crm_lost_reason"
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name="Lost Reasons"
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parent="menu_crm_config_lead"
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sequence="6"/>
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<menuitem
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id="menu_import_crm"
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name="Import & Synchronize"
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parent="crm_menu_root"/>
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</odoo>
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