Add multi-company record rule on leads

Small view improvement in crm_usability
This commit is contained in:
Alexis de Lattre
2017-05-09 12:09:39 +02:00
parent d4fcaa7d14
commit 4509b2631a
3 changed files with 35 additions and 4 deletions

View File

@@ -5,7 +5,7 @@
{ {
'name': 'CRM Usability', 'name': 'CRM Usability',
'version': '8.0.1.0.0', 'version': '8.0.1.0.1',
'category': 'Customer Relationship Management', 'category': 'Customer Relationship Management',
'license': 'AGPL-3', 'license': 'AGPL-3',
'summary': 'CRM usability enhancements', 'summary': 'CRM usability enhancements',
@@ -13,10 +13,12 @@
CRM Usability CRM Usability
============= =============
Some enhancements in the *Merge Partners* wizard: The usability improvements include :
* take into account the unaccent option of the server config file * Adds multi-company record rules on crm.lead.
* add optional group by on 'customer' and 'supplier' (active by default) * 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 This module has been written by Alexis de Lattre from Akretion
<alexis.delattre@akretion.com>. <alexis.delattre@akretion.com>.
@@ -27,6 +29,7 @@ This module has been written by Alexis de Lattre from Akretion
'data': [ 'data': [
'crm_view.xml', 'crm_view.xml',
'wizard/base_partner_merge_view.xml', 'wizard/base_partner_merge_view.xml',
'security/rule.xml',
], ],
'installable': True, 'installable': True,
} }

View File

@@ -8,6 +8,19 @@
<openerp> <openerp>
<data> <data>
<record id="crm_case_form_view_oppor" model="ir.ui.view">
<field name="name">usability.crm.opportunity.form</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
<field name="arch" type="xml">
<field name="active" position="before">
<field name="company_id" groups="base.group_multi_company"
widget="selection"/>
</field>
</field>
</record>
<record id="crm_case_inbound_phone_tree_view" model="ir.ui.view"> <record id="crm_case_inbound_phone_tree_view" model="ir.ui.view">
<field name="name">crm_usability.crm.phonecall.tree.inbound</field> <field name="name">crm_usability.crm.phonecall.tree.inbound</field>
<field name="model">crm.phonecall</field> <field name="model">crm.phonecall</field>
@@ -19,5 +32,6 @@
</field> </field>
</record> </record>
</data> </data>
</openerp> </openerp>

View File

@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record id="crm_lead_company_rule" model="ir.rule">
<field name="name">Lead/opportunity multi-company rule</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
</record>
</data>
</openerp>