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authorThibault Delavallée <tde@openerp.com>2015-09-28 15:32:19 +0200
committerThibault Delavallée <tde@openerp.com>2015-09-28 17:27:07 +0200
commitb14ed9a5eb053cfc8df96d199b4dee601170b35d (patch)
tree0b3b6e00579a6b9bbd9d91e4e84b61c273d1691c /addons/crm
parent7ac04d409e6e47437e0fa522687bdf62e533421c (diff)
[IMP] crm.lead: lost reason improvements
- 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
Diffstat (limited to 'addons/crm')
-rw-r--r--addons/crm/crm_lead.py6
-rw-r--r--addons/crm/crm_view.xml12
-rw-r--r--addons/crm/security/ir.model.access.csv2
3 files changed, 19 insertions, 1 deletions
diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index 5e7955c88ba..8d0c295176c 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -1222,12 +1222,18 @@ class crm_lead_tag(osv.Model):
('name_uniq', 'unique (name)', "Tag name already exists !"),
]
+
class crm_lost_reason(osv.Model):
_name = "crm.lost.reason"
_description = 'Reason for loosing leads'
_columns = {
'name': fields.char('Name', required=True),
+ 'active': fields.boolean('Active'),
+ }
+
+ _defaults = {
+ 'active': True,
}
diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index 4316c153b30..82172af827d 100644
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -23,6 +23,17 @@
parent="base.menu_sale_config" sequence="0" groups="base.group_sale_manager"/>
<!-- CRM.LOST.REASON VIEWS -->
+ <record id="crm_lost_reason_view_search" model="ir.ui.view">
+ <field name="name">crm.lost.reason.view.search</field>
+ <field name="model">crm.lost.reason</field>
+ <field name="arch" type="xml">
+ <search string="Search Opportunities">
+ <filter string="Include archived" name="archived"
+ domain="['|', ('active', '=', True), ('active', '=', False)]"/>
+ </search>
+ </field>
+ </record>
+
<record id="crm_lost_reason_view_form" model="ir.ui.view">
<field name="name">crm.lost.reason.form</field>
<field name="model">crm.lost.reason</field>
@@ -30,6 +41,7 @@
<form string="Channel">
<group>
<field name="name"/>
+ <field name="active"/>
</group>
</form>
</field>
diff --git a/addons/crm/security/ir.model.access.csv b/addons/crm/security/ir.model.access.csv
index 75dbdcb9268..a1ecf821756 100644
--- a/addons/crm/security/ir.model.access.csv
+++ b/addons/crm/security/ir.model.access.csv
@@ -16,7 +16,7 @@ access_crm_lead_tag,crm_lead_tag,model_crm_lead_tag,base.group_user,1,0,0,0
access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,base.group_sale_salesman,1,1,1,0
access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,base.group_sale_manager,1,1,1,1
access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,base.group_sale_manager,1,1,1,1
-access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,1,1,0
+access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,base.group_sale_salesman,1,0,0,0
access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
access_crm_activity_user,crm.activity.user,model_crm_activity,base.group_user,1,1,1,0
access_crm_activity_manager,crm.activity.manager,model_crm_activity,base.group_sale_manager,1,1,1,1