1.强制必填字段

(1)【客户名称】、【税ID】、【Email】、【销售员】、【标签】为强制必填
(2)【电话】、【手机】两个字段控制为二选一强制必填
2.客户校验规则:
(1)【客户名称】+【税ID】两个字段分别与已经创建客户的档案信息进行校验,任意一项100%吻合则不允许创建客户
3.强制必填字段
(1)【名称】、【Email】、【销售员】为强制必填
(2)【电话】、【手机】两个字段控制为二选一强制必填
4.个人校验规则:
(1)【名称】+【Email】两个字段分别与已经创建客户的档案信息进行校验,两项一起100%吻合则不允许创建个人
5.下拉仅显示销售人员的账户用户名(非相关用户及姓名不显示),字段为强制必填
(1)创建人的权限为销售经理,则【销售员】字段自动默认为当前账号的用户姓名,且不可修改
(2)创建人的权限为销售总监,则【销售员】字段自动默认为当前账号的用户姓名,可下拉选择,修改销售人员姓名
This commit is contained in:
jinling.yang
2023-12-19 17:48:30 +08:00
parent 8721bc2de1
commit ef47597cf9
9 changed files with 102 additions and 17 deletions

View File

@@ -23,7 +23,7 @@
<record model="ir.rule" id="sale_customer_rule_director">
<field name="name">销售总监查看所有客户</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="domain_force">[(1,'=',1),('customer_rank','=',1)]</field>
<field name="domain_force">[(1,'=',1),('customer_rank','>',0)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_director'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
@@ -32,7 +32,8 @@
<record model="ir.rule" id="sale_customer_rule_my">
<field name="name">销售经理查看自己的客户</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="domain_force">['|',('user_id','=',user.id),('create_uid', '=',user.id)]</field>
<field name="domain_force">[('user_id','=',user.id),('customer_rank','>',0)]
</field>
<field name="groups" eval="[(4, ref('sf_base.group_sale_salemanager'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
@@ -73,7 +74,7 @@
<record model="ir.rule" id="purchase_supplier_rule_director">
<field name="name">采购总监查看所有供应商</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="domain_force">[(1,'=',1)]</field>
<field name="domain_force">[(1,'=',1),('supplier_rank','>', 0)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_purchase_director'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>
@@ -82,7 +83,7 @@
<record model="ir.rule" id="purchase_supplier_rule_my">
<field name="name">采购岗查看自己的供应商</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="domain_force">['|',('user_id','=',user.id),('create_uid', '=',user.id)]</field>
<field name="domain_force">[('user_id','=',user.id),('supplier_rank','>', 0)]</field>
<field name="groups" eval="[(4, ref('sf_base.group_purchase'))]"/>
<field name="perm_read" eval="1"/>
<field name="perm_write" eval="1"/>

View File

@@ -38,13 +38,20 @@ access_uom_category_group_purchase_director,uom_category_group_purchase_director
access_sale_order_check_wizard_group_sale_salemanager,sale_order_check_wizard_group_sale_salemanager,model_sale_order_check_wizard,sf_base.group_sale_salemanager,1,1,1,0
access_sale_order_check_wizard_group_sale_director,sale_order_check_wizard_group_sale_director,model_sale_order_check_wizard,sf_base.group_sale_director,1,1,1,0
access_account_move_line_group_purchase,account_move_line_group_purchase,account.model_account_move_line,sf_base.group_purchase,1,1,1,0
access_account_move_line_group_purchase_director,account_move_line_group_purchase_director,account.model_account_move_line,sf_base.group_purchase_director,1,1,1,0
access_res_users_group_purchase,res_user_group_purchase,model_res_users,sf_base.group_purchase,1,1,1,0
access_res_users_group_purchase_director,res_user_group_purchase_director,model_res_users,sf_base.group_purchase_director,1,1,1,0
access_res_users_sale_salemanager,res_user_group_sale_salemanager,model_res_users,sf_base.group_sale_salemanager,1,0,0,0
access_res_users_group_sale_director,res_user_group_sale_director,model_res_users,sf_base.group_sale_director,1,1,1,0
access_sale_order,sale_order,model_sale_order,sf_base.group_plan_dispatch,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
38 access_res_users_group_purchase res_user_group_purchase model_res_users sf_base.group_purchase 1 1 1 0
39 access_res_users_group_purchase_director res_user_group_purchase_director model_res_users sf_base.group_purchase_director 1 1 1 0
40 access_res_users_sale_salemanager res_user_group_sale_salemanager model_res_users sf_base.group_sale_salemanager 1 0 0 0
41 access_res_users_group_sale_director res_user_group_sale_director model_res_users sf_base.group_sale_director 1 1 1 0
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57