From 4509b2631a882733ee01ec7eb38d5a3d8cf9d812 Mon Sep 17 00:00:00 2001 From: Alexis de Lattre Date: Tue, 9 May 2017 12:09:39 +0200 Subject: [PATCH] Add multi-company record rule on leads Small view improvement in crm_usability --- crm_usability/__openerp__.py | 11 +++++++---- crm_usability/crm_view.xml | 14 ++++++++++++++ crm_usability/security/rule.xml | 14 ++++++++++++++ 3 files changed, 35 insertions(+), 4 deletions(-) create mode 100644 crm_usability/security/rule.xml diff --git a/crm_usability/__openerp__.py b/crm_usability/__openerp__.py index 8ff8cb3..e18d7c4 100644 --- a/crm_usability/__openerp__.py +++ b/crm_usability/__openerp__.py @@ -5,7 +5,7 @@ { 'name': 'CRM Usability', - 'version': '8.0.1.0.0', + 'version': '8.0.1.0.1', 'category': 'Customer Relationship Management', 'license': 'AGPL-3', 'summary': 'CRM usability enhancements', @@ -13,10 +13,12 @@ CRM Usability ============= -Some enhancements in the *Merge Partners* wizard: +The usability improvements include : -* take into account the unaccent option of the server config file -* add optional group by on 'customer' and 'supplier' (active by default) +* Adds multi-company record rules on crm.lead. +* Some enhancements in the *Merge Partners* wizard: + * take into account the unaccent option of the server config file + * add optional group by on 'customer' and 'supplier' (active by default) This module has been written by Alexis de Lattre from Akretion . @@ -27,6 +29,7 @@ This module has been written by Alexis de Lattre from Akretion 'data': [ 'crm_view.xml', 'wizard/base_partner_merge_view.xml', + 'security/rule.xml', ], 'installable': True, } diff --git a/crm_usability/crm_view.xml b/crm_usability/crm_view.xml index 1adbbc1..8c1fa7f 100644 --- a/crm_usability/crm_view.xml +++ b/crm_usability/crm_view.xml @@ -8,6 +8,19 @@ + + + usability.crm.opportunity.form + crm.lead + + + + + + + + crm_usability.crm.phonecall.tree.inbound crm.phonecall @@ -19,5 +32,6 @@ + diff --git a/crm_usability/security/rule.xml b/crm_usability/security/rule.xml new file mode 100644 index 0000000..42cb71e --- /dev/null +++ b/crm_usability/security/rule.xml @@ -0,0 +1,14 @@ + + + + + + + Lead/opportunity multi-company rule + + ['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])] + + + + +