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

@@ -7,6 +7,25 @@
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="arch" type="xml">
<xpath expr="//form/header/button[@name='action_confirm']" position="after">
<field name="check_status" invisible="1"/>
<button name="action_check" string="审核" type="object"
attrs="{'invisible': [('check_status','=', 'checked')]}"
class="oe_highlight"/>
</xpath>
<xpath expr="//form/header/button[@name='action_check']" position="attributes">
<attribute name="groups">sf_base.group_sale_director</attribute>
</xpath>
<xpath expr="//form/header/button[@name='action_confirm'][1]" position="attributes">
<attribute name="attrs">{'invisible': [('check_status', '=', 'unchecked'),('state', 'not in',
['sent'])]}
</attribute>
</xpath>
<xpath expr="//form/header/button[@name='action_confirm'][2]" position="attributes">
<attribute name="attrs">{'invisible': [('check_status', '=', 'unchecked'),('state', 'in',
['draft'])]}
</attribute>
</xpath>
<field name="payment_term_id" position="after">
<field name="deadline_of_delivery"/>
<field name="payments_way"/>
@@ -28,6 +47,7 @@
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale_management.sale_order_form_quote"/>
<field name="arch" type="xml">
<field name="date_order" position="attributes">
<attribute name="string">下单日期</attribute>
</field>
@@ -57,6 +77,10 @@
<field name="create_date" position="attributes">
<attribute name="string">下单时间</attribute>
</field>
<field name="state" position="after">
<field name="check_status" widget="label_selection"
options="{'classes': {'unchecked':'warning','checked': 'success'}}"/>
</field>
</field>
</record>

View File

@@ -1,142 +1,145 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<menuitem id="sale.sale_menu_root"
name="Sales"
web_icon="sale_management,static/description/icon.svg"
active="False"
sequence="30">
<menuitem id="sale_order_menu"
name="Orders"
sequence="10">
<menuitem id="menu_sale_quotations"
action="action_quotations_with_onboarding"
groups="sales_team.group_sale_salesman"
sequence="10"/>
<menuitem id="menu_sale_order"
name="Orders"
action="action_orders"
groups="sales_team.group_sale_salesman"
sequence="20"/>
<menuitem id="report_sales_team"
name="Sales Teams"
action="sales_team.crm_team_action_sales"
groups="sales_team.group_sale_manager"
sequence="30"/>
<menuitem id="res_partner_menu"
action="account.res_partner_action_customer"
groups="sales_team.group_sale_salesman"
sequence="40"/>
</menuitem>
<menuitem id="menu_sale_invoicing"
name="To Invoice"
groups="sales_team.group_sale_salesman"
sequence="20">
<menuitem id="menu_sale_order_invoice"
action="action_orders_to_invoice"
sequence="10"/>
<menuitem id="menu_sale_order_upselling"
action="action_orders_upselling"
sequence="20"/>
</menuitem>
<menuitem id="product_menu_catalog"
name="Products"
groups="sales_team.group_sale_salesman"
sequence="30">
<menuitem id="menu_product_template_action"
action="product_template_action"
sequence="10"/>
<menuitem id="menu_products"
action="product.product_normal_action_sell"
groups="product.group_product_variant"
sequence="20"/>
<menuitem id="menu_product_pricelist_main"
name="Pricelists"
action="product.product_pricelist_action2"
groups="product.group_product_pricelist"
sequence="30"/>
</menuitem>
<menuitem id="menu_sale_report"
name="Reporting"
action="action_order_report_all"
groups="sales_team.group_sale_manager"
sequence="40"/>
<menuitem id="menu_sale_config"
<menuitem id="menu_sale_config"
name="Configuration"
groups="sales_team.group_sale_manager"
sequence="50">
groups="sales_team.group_sale_manager,sf_base.group_sale_salemanager,sf_base.group_sale_director"
sequence="50"/>
<menuitem id="menu_sale_general_settings"
name="Settings"
sequence="10"
action="action_sale_config_settings"
groups="base.group_system"/>
<!-- <record id="sale.sale_menu_root" model="ir.ui.menu">-->
<!-- <field name="active" eval="True"/>-->
<!-- </record>-->
<menuitem id="sales_team_config"
name="Sales Teams"
action="sales_team.crm_team_action_config"
sequence="20"/>
<!-- <menuitem id="sale_order_menu"-->
<!-- name="Orders"-->
<!-- sequence="10">-->
<menuitem id="menu_sales_config"
sequence="30"
name="Sales Orders">
<!-- <menuitem id="menu_sale_quotations"-->
<!-- action="action_quotations_with_onboarding"-->
<!-- groups="sales_team.group_sale_salesman"-->
<!-- sequence="10"/>-->
<menuitem id="menu_tag_config"
name="Tags"
action="sales_team.sales_team_crm_tag_action"
sequence="10"/>
<!-- <menuitem id="menu_sale_order"-->
<!-- name="Orders"-->
<!-- action="action_orders"-->
<!-- groups="sales_team.group_sale_salesman"-->
<!-- sequence="20"/>-->
</menuitem>
<menuitem id="prod_config_main"
name="Products"
sequence="40">
<!-- <menuitem id="report_sales_team"-->
<!-- name="Sales Teams"-->
<!-- action="sales_team.crm_team_action_sales"-->
<!-- groups="sales_team.group_sale_manager"-->
<!-- sequence="30"/>-->
<menuitem id="menu_product_attribute_action"
action="product.attribute_action"
groups="product.group_product_variant"
sequence="10"/>
<!-- <menuitem id="res_partner_menu"-->
<!-- action="account.res_partner_action_customer"-->
<!-- groups="sales_team.group_sale_salesman"-->
<!-- sequence="40"/>-->
</menuitem>
<!-- </menuitem>-->
<menuitem id="next_id_16"
name="Units of Measure"
groups="uom.group_uom"
sequence="50">
<!-- <menuitem id="menu_sale_invoicing"-->
<!-- name="To Invoice"-->
<!-- groups="sales_team.group_sale_salesman"-->
<!-- sequence="20">-->
<menuitem id="menu_product_uom_form_action"
action="uom.product_uom_form_action"
groups="base.group_no_one"
sequence="10"/>
<!-- <menuitem id="menu_sale_order_invoice"-->
<!-- action="action_orders_to_invoice"-->
<!-- sequence="10"/>-->
<menuitem id="menu_product_uom_categ_form_action"
action="uom.product_uom_categ_form_action"
sequence="20"/>
<!-- <menuitem id="menu_sale_order_upselling"-->
<!-- action="action_orders_upselling"-->
<!-- sequence="20"/>-->
</menuitem>
<!-- </menuitem>-->
<menuitem id="sale_menu_config_activity_type"
action="mail_activity_type_action_config_sale"
groups="base.group_no_one"
sequence="60"
/>
</menuitem>
</menuitem>
<!-- <menuitem id="product_menu_catalog"-->
<!-- name="Products"-->
<!-- groups="sales_team.group_sale_salesman"-->
<!-- sequence="30">-->
<!-- <menuitem id="menu_product_template_action"-->
<!-- action="product_template_action"-->
<!-- sequence="10"/>-->
<!-- <menuitem id="menu_products"-->
<!-- action="product.product_normal_action_sell"-->
<!-- groups="product.group_product_variant"-->
<!-- sequence="20"/>-->
<!-- <menuitem id="menu_product_pricelist_main"-->
<!-- name="Pricelists"-->
<!-- action="product.product_pricelist_action2"-->
<!-- groups="product.group_product_pricelist"-->
<!-- sequence="30"/>-->
<!-- </menuitem>-->
<!-- <menuitem id="menu_sale_report"-->
<!-- name="Reporting"-->
<!-- action="action_order_report_all"-->
<!-- groups="sales_team.group_sale_manager"-->
<!-- sequence="40"/>-->
<!-- <menuitem id="menu_sale_config"-->
<!-- name="Configuration"-->
<!-- groups="sales_team.group_sale_manager"-->
<!-- sequence="50">-->
<!-- <menuitem id="menu_sale_general_settings"-->
<!-- name="Settings"-->
<!-- sequence="10"-->
<!-- action="action_sale_config_settings"-->
<!-- groups="base.group_system"/>-->
<!-- <menuitem id="sales_team_config"-->
<!-- name="Sales Teams"-->
<!-- action="sales_team.crm_team_action_config"-->
<!-- sequence="20"/>-->
<!-- <menuitem id="menu_sales_config"-->
<!-- sequence="30"-->
<!-- name="Sales Orders">-->
<!-- <menuitem id="menu_tag_config"-->
<!-- name="Tags"-->
<!-- action="sales_team.sales_team_crm_tag_action"-->
<!-- sequence="10"/>-->
<!-- </menuitem>-->
<!-- <menuitem id="prod_config_main"-->
<!-- name="Products"-->
<!-- sequence="40">-->
<!-- <menuitem id="menu_product_attribute_action"-->
<!-- action="product.attribute_action"-->
<!-- groups="product.group_product_variant"-->
<!-- sequence="10"/>-->
<!-- </menuitem>-->
<!-- <menuitem id="next_id_16"-->
<!-- name="Units of Measure"-->
<!-- groups="uom.group_uom"-->
<!-- sequence="50">-->
<!-- <menuitem id="menu_product_uom_form_action"-->
<!-- action="uom.product_uom_form_action"-->
<!-- groups="base.group_no_one"-->
<!-- sequence="10"/>-->
<!-- <menuitem id="menu_product_uom_categ_form_action"-->
<!-- action="uom.product_uom_categ_form_action"-->
<!-- sequence="20"/>-->
<!-- </menuitem>-->
<!-- <menuitem id="sale_menu_config_activity_type"-->
<!-- action="mail_activity_type_action_config_sale"-->
<!-- groups="base.group_no_one"-->
<!-- sequence="60"-->
<!-- />-->
<!-- </menuitem>-->
<!-- </menuitem>-->
</odoo>