1.销售新增审核状态,选项为已审核和待审核,销售模型新增权限规则:销售总监查看所有的订单,销售经理只能查看自己的订单

2.报价单Form视图新增审核按钮,该按钮只有销售总监可以看到,且确认按钮只有在销售经理审核完才可显示,报价Tree视图新增审核状态
This commit is contained in:
jinling.yang
2023-11-23 17:28:58 +08:00
parent 5292826c72
commit 45d04e1a05
9 changed files with 197 additions and 140 deletions

View File

@@ -3,7 +3,7 @@
<record model="ir.rule" id="crm_team_rule_salemanager">
<field name="name">销售经理只可以查看本人所在的团队</field>
<field name="model_id" ref="model_crm_team"/>
<field name="domain_force">[(crm_team_member_ids.user_id,'=',user.id)]</field>
<field name="domain_force">[('crm_team_member_ids.user_id','=',user.id)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_salemanager'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="0"/>
@@ -12,12 +12,31 @@
<record model="ir.rule" id="crm_team_rule_director">
<field name="name">销售总监</field>
<field name="model_id" ref="sales_team.model_crm_team"/>
<field name="model_id" ref="model_crm_team"/>
<field name="domain_force">[(1,'=',1)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_director'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
<field name="perm_create" eval="1"/>
</record>
<record model="ir.rule" id="sale_order_rule_director">
<field name="name">销售总监查看所有的订单</field>
<field name="model_id" ref="model_sale_order"/>
<field name="domain_force">[(1,'=',1)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_director'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
</record>
<record model="ir.rule" id="sale_order_rule_salemanager">
<field name="name">销售经理查看自己的订单</field>
<field name="model_id" ref="model_sale_order"/>
<field name="domain_force">['|',('partner_id','=',user.partner_id.id),('create_uid', '=',user.id)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_salemanager'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
<field name="perm_create" eval="1"/>
</record>
</data>
</odoo>

View File

@@ -1,12 +1,12 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_quick_easy_order,quick_easy_order,model_quick_easy_order,base.group_system,1,1,1,1
access_sf_auto_quatotion_common,sf_auto_quatotion_common,model_sf_auto_quatotion_common,base.group_system,1,1,1,1
access_sale_order,sale_order,model_sale_order,sf_base.group_sale_salemanager,1,1,1,0
access_sale_order,sale_order,model_sale_order,sf_base.group_sale_director,1,1,1,0
access_sale_order_line,sale_order_line,model_sale_order_line,sf_base.group_sale_salemanager,1,1,1,0
access_sale_order_line,sale_order_line,model_sale_order_line,sf_base.group_sale_director,1,1,1,0
access_crm_team,crm_team,sales_team.model_crm_team,sf_base.group_sale_director,1,1,1,0
access_crm_team_member,crm_team_member,sales_team.model_crm_team_member,sf_base.group_sale_director,1,1,1,0
access_sale_order_manager,sale_order_manager,model_sale_order,sf_base.group_sale_salemanager,1,1,1,0
access_sale_order_director,sale_order_director,model_sale_order,sf_base.group_sale_director,1,1,1,0
access_sale_order_line_manager,sale_order_line_manager,model_sale_order_line,sf_base.group_sale_salemanager,1,1,1,0
access_sale_order_line_director,sale_order_line_director,model_sale_order_line,sf_base.group_sale_director,1,1,1,0
access_crm_team_member_manager,crm_team_manager,sales_team.model_crm_team,sf_base.group_sale_director,1,1,1,0
access_crm_team_member_director,crm_team_member_director,sales_team.model_crm_team_member,sf_base.group_sale_director,1,1,1,0
access_res_users,res_users,base.model_res_users,sf_base.group_sale_director,1,1,1,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_quick_easy_order quick_easy_order model_quick_easy_order base.group_system 1 1 1 1
3 access_sf_auto_quatotion_common sf_auto_quatotion_common model_sf_auto_quatotion_common base.group_system 1 1 1 1
4 access_sale_order access_sale_order_manager sale_order sale_order_manager model_sale_order sf_base.group_sale_salemanager 1 1 1 0
5 access_sale_order access_sale_order_director sale_order sale_order_director model_sale_order sf_base.group_sale_director 1 1 1 0
6 access_sale_order_line access_sale_order_line_manager sale_order_line sale_order_line_manager model_sale_order_line sf_base.group_sale_salemanager 1 1 1 0
7 access_sale_order_line access_sale_order_line_director sale_order_line sale_order_line_director model_sale_order_line sf_base.group_sale_director 1 1 1 0
8 access_crm_team access_crm_team_member_manager crm_team crm_team_manager sales_team.model_crm_team sf_base.group_sale_director 1 1 1 0
9 access_crm_team_member access_crm_team_member_director crm_team_member crm_team_member_director sales_team.model_crm_team_member sf_base.group_sale_director 1 1 1 0
10 access_res_users res_users base.model_res_users sf_base.group_sale_director 1 1 1 0
11
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