Add multi-company record rule on leads
Small view improvement in crm_usability
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@@ -5,7 +5,7 @@
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{
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'name': 'CRM Usability',
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'version': '8.0.1.0.0',
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'version': '8.0.1.0.1',
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'category': 'Customer Relationship Management',
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'license': 'AGPL-3',
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'summary': 'CRM usability enhancements',
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@@ -13,10 +13,12 @@
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CRM Usability
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=============
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Some enhancements in the *Merge Partners* wizard:
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The usability improvements include :
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* take into account the unaccent option of the server config file
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* add optional group by on 'customer' and 'supplier' (active by default)
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* Adds multi-company record rules on crm.lead.
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* Some enhancements in the *Merge Partners* wizard:
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* take into account the unaccent option of the server config file
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* add optional group by on 'customer' and 'supplier' (active by default)
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This module has been written by Alexis de Lattre from Akretion
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<alexis.delattre@akretion.com>.
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@@ -27,6 +29,7 @@ This module has been written by Alexis de Lattre from Akretion
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'data': [
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'crm_view.xml',
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'wizard/base_partner_merge_view.xml',
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'security/rule.xml',
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],
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'installable': True,
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}
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@@ -8,6 +8,19 @@
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<openerp>
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<data>
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<record id="crm_case_form_view_oppor" model="ir.ui.view">
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<field name="name">usability.crm.opportunity.form</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
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<field name="arch" type="xml">
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<field name="active" position="before">
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<field name="company_id" groups="base.group_multi_company"
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widget="selection"/>
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</field>
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</field>
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</record>
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<record id="crm_case_inbound_phone_tree_view" model="ir.ui.view">
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<field name="name">crm_usability.crm.phonecall.tree.inbound</field>
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<field name="model">crm.phonecall</field>
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@@ -19,5 +32,6 @@
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</field>
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</record>
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</data>
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</openerp>
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14
crm_usability/security/rule.xml
Normal file
14
crm_usability/security/rule.xml
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@@ -0,0 +1,14 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="1">
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<record id="crm_lead_company_rule" model="ir.rule">
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<field name="name">Lead/opportunity multi-company rule</field>
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<field name="model_id" ref="crm.model_crm_lead"/>
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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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</data>
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</openerp>
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