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1.强制必填字段

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（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
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19
sf_sale/security/ir.model.access.csv
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@@ -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
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