diff options
| author | Thibault Delavallée <tde@openerp.com> | 2015-09-28 15:32:19 +0200 |
|---|---|---|
| committer | Thibault Delavallée <tde@openerp.com> | 2015-09-28 17:27:07 +0200 |
| commit | b14ed9a5eb053cfc8df96d199b4dee601170b35d (patch) | |
| tree | 0b3b6e00579a6b9bbd9d91e4e84b61c273d1691c /addons | |
| parent | 7ac04d409e6e47437e0fa522687bdf62e533421c (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')
| -rw-r--r-- | addons/crm/crm_lead.py | 6 | ||||
| -rw-r--r-- | addons/crm/crm_view.xml | 12 | ||||
| -rw-r--r-- | addons/crm/security/ir.model.access.csv | 2 |
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
|
