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Initial commit: OCA Technical packages (595 packages)
This commit is contained in:
commit
2cc02aac6e
24950 changed files with 2318079 additions and 0 deletions
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========================
|
||||
CRM Only Security Groups
|
||||
========================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:a32d04bb6ef3556771094c73a7597730fc04f2982b0afac322d9ef2192b71aa5
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/crm/tree/16.0/crm_security_group
|
||||
:alt: OCA/crm
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_security_group
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Known issues / Roadmap
|
||||
======================
|
||||
|
||||
- Remove sale_crm dependency (now is not possible), maybe split this part in other addon
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_security_group%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||||
|
||||
Do not contact contributors directly about support or help with technical issues.
|
||||
|
||||
Credits
|
||||
=======
|
||||
|
||||
Authors
|
||||
~~~~~~~
|
||||
|
||||
* Tecnativa
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* `Tecnativa <https://www.tecnativa.com>`__:
|
||||
|
||||
* Víctor Martínez
|
||||
|
||||
Maintainers
|
||||
~~~~~~~~~~~
|
||||
|
||||
This module is maintained by the OCA.
|
||||
|
||||
.. image:: https://odoo-community.org/logo.png
|
||||
:alt: Odoo Community Association
|
||||
:target: https://odoo-community.org
|
||||
|
||||
OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.
|
||||
|
||||
.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
|
||||
:target: https://github.com/victoralmau
|
||||
:alt: victoralmau
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-victoralmau|
|
||||
|
||||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_security_group>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
|
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|
|||
# Copyright 2021 Tecnativa - Víctor Martínez
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
{
|
||||
"name": "CRM Only Security Groups",
|
||||
"summary": "Add new group in Sales to show only CRM",
|
||||
"version": "16.0.1.1.0",
|
||||
"category": "Customer Relationship Management",
|
||||
"website": "https://github.com/OCA/crm",
|
||||
"author": "Tecnativa, Odoo Community Association (OCA)",
|
||||
"license": "AGPL-3",
|
||||
"application": False,
|
||||
"installable": True,
|
||||
"depends": ["crm", "sale_crm"],
|
||||
# sale_crm dependency is necessary to add groups in some view
|
||||
"maintainers": ["victoralmau"],
|
||||
"data": [
|
||||
"security/security.xml",
|
||||
"security/ir.model.access.csv",
|
||||
"views/crm_lead_views.xml",
|
||||
"views/crm_team_views.xml",
|
||||
"views/menu_items.xml",
|
||||
],
|
||||
}
|
||||
|
|
@ -0,0 +1,34 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_security_group
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_manager
|
||||
msgid "Administrator"
|
||||
msgstr "Administrator"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
|
||||
msgid "CRM"
|
||||
msgstr "CRM"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_all_leads
|
||||
msgid "User: All Documents"
|
||||
msgstr "Korisnik: Svi dokumenti"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_own_leads
|
||||
msgid "User: Own Documents Only"
|
||||
msgstr "Korisnik: Samo svoji dokumenti"
|
||||
|
|
@ -0,0 +1,34 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_security_group
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_manager
|
||||
msgid "Administrator"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
|
||||
msgid "CRM"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_all_leads
|
||||
msgid "User: All Documents"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_own_leads
|
||||
msgid "User: Own Documents Only"
|
||||
msgstr ""
|
||||
|
|
@ -0,0 +1,37 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_security_group
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 15.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2023-08-17 14:11+0000\n"
|
||||
"Last-Translator: Víctor Martínez <victor.martinez@tecnativa.com>\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: es\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 4.17\n"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_manager
|
||||
msgid "Administrator"
|
||||
msgstr "Administrador"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
|
||||
msgid "CRM"
|
||||
msgstr "CRM"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_all_leads
|
||||
msgid "User: All Documents"
|
||||
msgstr "Usuario: Todos los documentos"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_own_leads
|
||||
msgid "User: Own Documents Only"
|
||||
msgstr "Usuario: Mostrar solo documentos propios"
|
||||
|
|
@ -0,0 +1,37 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_security_group
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 15.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2023-06-13 16:12+0000\n"
|
||||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: it\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 4.17\n"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_manager
|
||||
msgid "Administrator"
|
||||
msgstr "Amministratore"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
|
||||
msgid "CRM"
|
||||
msgstr "CRM"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_all_leads
|
||||
msgid "User: All Documents"
|
||||
msgstr "Utente: tutti i documenti"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_own_leads
|
||||
msgid "User: Own Documents Only"
|
||||
msgstr "Utente: solo i propri documenti"
|
||||
|
|
@ -0,0 +1,37 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_security_group
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2025-05-14 10:23+0000\n"
|
||||
"Last-Translator: Betül Öğmen <betulo@eska.biz>\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: tr\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 5.10.4\n"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_manager
|
||||
msgid "Administrator"
|
||||
msgstr "Yönetici"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
|
||||
msgid "CRM"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_all_leads
|
||||
msgid "User: All Documents"
|
||||
msgstr "Kullanıcı: Tüm Belgeler"
|
||||
|
||||
#. module: crm_security_group
|
||||
#: model:res.groups,name:crm_security_group.group_crm_own_leads
|
||||
msgid "User: Own Documents Only"
|
||||
msgstr "Kullanıcı: Sadece Kendi Belgeleri"
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
* `Tecnativa <https://www.tecnativa.com>`__:
|
||||
|
||||
* Víctor Martínez
|
||||
|
|
@ -0,0 +1 @@
|
|||
This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions
|
||||
|
|
@ -0,0 +1 @@
|
|||
- Remove sale_crm dependency (now is not possible), maybe split this part in other addon
|
||||
|
|
@ -0,0 +1,10 @@
|
|||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_crm_lead_user,crm.lead.user,crm.model_crm_lead,crm_security_group.group_crm_own_leads,1,1,1,0
|
||||
access_crm_team_user,crm.team.user,sales_team.model_crm_team,crm_security_group.group_crm_own_leads,1,0,0,0
|
||||
access_crm_team_manager,crm.team.manager,sales_team.model_crm_team,crm_security_group.group_crm_manager,1,1,1,1
|
||||
access_crm_stage_manager,crm.stage.manager,crm.model_crm_stage,crm_security_group.group_crm_manager,1,1,1,1
|
||||
access_crm_tag_own_leads,sale_team.crm.tag.own.leads,sales_team.model_crm_tag,crm_security_group.group_crm_own_leads,1,1,1,0
|
||||
access_crm_tag_manager,sale_team.crm.tag.manager,sales_team.model_crm_tag,crm_security_group.group_crm_manager,1,1,1,1
|
||||
access_crm_lead_scoring_frequency_user,crm.lead.scoring.frequency.user,crm.model_crm_lead_scoring_frequency,crm_security_group.group_crm_own_leads,1,0,0,0
|
||||
access_crm_lead_scoring_frequency_field_user,crm.lead.scoring.frequency.field.user,crm.model_crm_lead_scoring_frequency_field,crm_security_group.group_crm_own_leads,1,0,0,0
|
||||
access_crm_lead_lost_user,crm.lead.user,crm.model_crm_lead_lost,crm_security_group.group_crm_own_leads,1,1,1,0
|
||||
|
|
|
@ -0,0 +1,54 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="module_category_crm_crm" model="ir.module.category">
|
||||
<field name="name">CRM</field>
|
||||
<field name="parent_id" ref="base.module_category_sales" />
|
||||
</record>
|
||||
<record id="group_crm_own_leads" model="res.groups">
|
||||
<field name="name">User: Own Documents Only</field>
|
||||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" />
|
||||
<field name="implied_ids" eval="[(4, ref('base.group_user'))]" />
|
||||
</record>
|
||||
<record id="group_crm_all_leads" model="res.groups">
|
||||
<field name="name">User: All Documents</field>
|
||||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" />
|
||||
<field
|
||||
name="implied_ids"
|
||||
eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
|
||||
/>
|
||||
</record>
|
||||
<record id="group_crm_manager" model="res.groups">
|
||||
<field name="name">Administrator</field>
|
||||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" />
|
||||
<field
|
||||
name="implied_ids"
|
||||
eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
|
||||
/>
|
||||
<field
|
||||
name="users"
|
||||
eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"
|
||||
/>
|
||||
</record>
|
||||
<data noupdate="1">
|
||||
<record id="crm_personal_rule" model="ir.rule">
|
||||
<field name="name">Personal Leads</field>
|
||||
<field name="model_id" ref="crm.model_crm_lead" />
|
||||
<field
|
||||
name="domain_force"
|
||||
>['|',('user_id','=',user.id),('user_id','=',False)]</field>
|
||||
<field
|
||||
name="groups"
|
||||
eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
|
||||
/>
|
||||
</record>
|
||||
<record id="crm_see_all" model="ir.rule">
|
||||
<field name="name">All Leads</field>
|
||||
<field name="model_id" ref="crm.model_crm_lead" />
|
||||
<field name="domain_force">[(1,'=',1)]</field>
|
||||
<field
|
||||
name="groups"
|
||||
eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
|
||||
/>
|
||||
</record>
|
||||
</data>
|
||||
</odoo>
|
||||
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>CRM Only Security Groups</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
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|
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Default cascading style sheet for the HTML output of Docutils.
|
||||
Despite the name, some widely supported CSS2 features are used.
|
||||
|
||||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
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|
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|
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|
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|
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|
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|
||||
The right padding separates the table cells. */
|
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|
||||
|
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|
||||
/* Override more specific margin styles with "! important". */
|
||||
margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
.hidden {
|
||||
display: none }
|
||||
|
||||
.subscript {
|
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vertical-align: sub;
|
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font-size: smaller }
|
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|
||||
.superscript {
|
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|
||||
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|
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|
||||
a.toc-backref {
|
||||
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|
||||
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|
||||
|
||||
blockquote.epigraph {
|
||||
margin: 2em 5em ; }
|
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|
||||
dl.docutils dd {
|
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margin-bottom: 0.5em }
|
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|
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|
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|
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|
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|
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dl.docutils dt {
|
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|
||||
*/
|
||||
|
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div.abstract {
|
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margin: 2em 5em }
|
||||
|
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div.abstract p.topic-title {
|
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|
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|
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|
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|
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div.hint, div.important, div.note, div.tip, div.warning {
|
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|
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|
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|
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|
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|
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|
||||
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|
||||
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|
||||
|
||||
div.attention p.admonition-title, div.caution p.admonition-title,
|
||||
div.danger p.admonition-title, div.error p.admonition-title,
|
||||
div.warning p.admonition-title, .code .error {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
/* Uncomment (and remove this text!) to get reduced vertical space in
|
||||
compound paragraphs.
|
||||
div.compound .compound-first, div.compound .compound-middle {
|
||||
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|
||||
|
||||
div.compound .compound-last, div.compound .compound-middle {
|
||||
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|
||||
*/
|
||||
|
||||
div.dedication {
|
||||
margin: 2em 5em ;
|
||||
text-align: center ;
|
||||
font-style: italic }
|
||||
|
||||
div.dedication p.topic-title {
|
||||
font-weight: bold ;
|
||||
font-style: normal }
|
||||
|
||||
div.figure {
|
||||
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|
||||
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|
||||
|
||||
div.footer, div.header {
|
||||
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|
||||
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|
||||
|
||||
div.line-block {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
div.line-block div.line-block {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
div.sidebar {
|
||||
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|
||||
border: medium outset ;
|
||||
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|
||||
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|
||||
width: 40% ;
|
||||
float: right ;
|
||||
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|
||||
|
||||
div.sidebar p.rubric {
|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
|
||||
div.system-messages h1 {
|
||||
color: red }
|
||||
|
||||
div.system-message {
|
||||
border: medium outset ;
|
||||
padding: 1em }
|
||||
|
||||
div.system-message p.system-message-title {
|
||||
color: red ;
|
||||
font-weight: bold }
|
||||
|
||||
div.topic {
|
||||
margin: 2em }
|
||||
|
||||
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
||||
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
||||
margin-top: 0.4em }
|
||||
|
||||
h1.title {
|
||||
text-align: center }
|
||||
|
||||
h2.subtitle {
|
||||
text-align: center }
|
||||
|
||||
hr.docutils {
|
||||
width: 75% }
|
||||
|
||||
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
||||
clear: left ;
|
||||
float: left ;
|
||||
margin-right: 1em }
|
||||
|
||||
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
||||
clear: right ;
|
||||
float: right ;
|
||||
margin-left: 1em }
|
||||
|
||||
img.align-center, .figure.align-center, object.align-center {
|
||||
display: block;
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
table.align-center {
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
.align-left {
|
||||
text-align: left }
|
||||
|
||||
.align-center {
|
||||
clear: both ;
|
||||
text-align: center }
|
||||
|
||||
.align-right {
|
||||
text-align: right }
|
||||
|
||||
/* reset inner alignment in figures */
|
||||
div.align-right {
|
||||
text-align: inherit }
|
||||
|
||||
/* div.align-center * { */
|
||||
/* text-align: left } */
|
||||
|
||||
.align-top {
|
||||
vertical-align: top }
|
||||
|
||||
.align-middle {
|
||||
vertical-align: middle }
|
||||
|
||||
.align-bottom {
|
||||
vertical-align: bottom }
|
||||
|
||||
ol.simple, ul.simple {
|
||||
margin-bottom: 1em }
|
||||
|
||||
ol.arabic {
|
||||
list-style: decimal }
|
||||
|
||||
ol.loweralpha {
|
||||
list-style: lower-alpha }
|
||||
|
||||
ol.upperalpha {
|
||||
list-style: upper-alpha }
|
||||
|
||||
ol.lowerroman {
|
||||
list-style: lower-roman }
|
||||
|
||||
ol.upperroman {
|
||||
list-style: upper-roman }
|
||||
|
||||
p.attribution {
|
||||
text-align: right ;
|
||||
margin-left: 50% }
|
||||
|
||||
p.caption {
|
||||
font-style: italic }
|
||||
|
||||
p.credits {
|
||||
font-style: italic ;
|
||||
font-size: smaller }
|
||||
|
||||
p.label {
|
||||
white-space: nowrap }
|
||||
|
||||
p.rubric {
|
||||
font-weight: bold ;
|
||||
font-size: larger ;
|
||||
color: maroon ;
|
||||
text-align: center }
|
||||
|
||||
p.sidebar-title {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold ;
|
||||
font-size: larger }
|
||||
|
||||
p.sidebar-subtitle {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
p.topic-title {
|
||||
font-weight: bold }
|
||||
|
||||
pre.address {
|
||||
margin-bottom: 0 ;
|
||||
margin-top: 0 ;
|
||||
font: inherit }
|
||||
|
||||
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
pre.code .ln { color: gray; } /* line numbers */
|
||||
pre.code, code { background-color: #eeeeee }
|
||||
pre.code .comment, code .comment { color: #5C6576 }
|
||||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
||||
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||
|
||||
span.classifier {
|
||||
font-family: sans-serif ;
|
||||
font-style: oblique }
|
||||
|
||||
span.classifier-delimiter {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
span.interpreted {
|
||||
font-family: sans-serif }
|
||||
|
||||
span.option {
|
||||
white-space: nowrap }
|
||||
|
||||
span.pre {
|
||||
white-space: pre }
|
||||
|
||||
span.problematic, pre.problematic {
|
||||
color: red }
|
||||
|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="crm-only-security-groups">
|
||||
<h1 class="title">CRM Only Security Groups</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:a32d04bb6ef3556771094c73a7597730fc04f2982b0afac322d9ef2192b71aa5
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_security_group"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_security_group"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-1">Known issues / Roadmap</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="known-issues-roadmap">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Known issues / Roadmap</a></h1>
|
||||
<ul class="simple">
|
||||
<li>Remove sale_crm dependency (now is not possible), maybe split this part in other addon</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_security_group%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||||
<li>Víctor Martínez</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
</a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/victoralmau"><img alt="victoralmau" src="https://github.com/victoralmau.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_security_group">OCA/crm</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
|
||||
from . import test_crm_security
|
||||
|
|
@ -0,0 +1,95 @@
|
|||
# Copyright 2021-2023 Tecnativa - Víctor Martínez
|
||||
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
|
||||
|
||||
from odoo.exceptions import AccessError
|
||||
from odoo.tests import Form, common, new_test_user
|
||||
from odoo.tests.common import users
|
||||
|
||||
from odoo.addons.base.tests.common import DISABLED_MAIL_CONTEXT
|
||||
|
||||
|
||||
class TestCrmSecurity(common.TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.env = cls.env(context=dict(cls.env.context, **DISABLED_MAIL_CONTEXT))
|
||||
group_crm_all_leads = "crm_security_group.group_crm_all_leads"
|
||||
group_sale_salesman_all_leads = "sales_team.group_sale_salesman_all_leads"
|
||||
new_test_user(
|
||||
cls.env,
|
||||
login="crm_user",
|
||||
groups=group_crm_all_leads,
|
||||
)
|
||||
new_test_user(
|
||||
cls.env,
|
||||
login="sale_user",
|
||||
groups=group_sale_salesman_all_leads,
|
||||
)
|
||||
new_test_user(
|
||||
cls.env,
|
||||
login="crm_sale_user",
|
||||
groups="%s,%s" % (group_crm_all_leads, group_sale_salesman_all_leads),
|
||||
)
|
||||
cls.crm_menu = cls.env.ref("crm.crm_menu_root")
|
||||
cls.sale_menu = cls.env.ref("sale.sale_menu_root")
|
||||
# Force to active sale_menu_root (similar with sale_management installed)
|
||||
cls.sale_menu.active = True
|
||||
# create items to test after
|
||||
cls.partner = cls.env["res.partner"].create({"name": "Test partner"})
|
||||
cls.crm_lead = cls.env["crm.lead"].sudo().create({"name": "Lead"})
|
||||
cls.sale_order = (
|
||||
cls.env["sale.order"].sudo().create({"partner_id": cls.partner.id})
|
||||
)
|
||||
|
||||
@users("crm_user")
|
||||
def test_user_crm_only(self):
|
||||
items = self.env["ir.ui.menu"]._visible_menu_ids()
|
||||
self.assertIn(self.crm_menu.id, items)
|
||||
self.assertNotIn(self.sale_menu.id, items)
|
||||
# Crm lead checks
|
||||
crm_lead = self.env["crm.lead"].browse(self.crm_lead.id)
|
||||
with self.assertRaises(AccessError):
|
||||
crm_lead.unlink()
|
||||
crm_lead_form = Form(self.env["crm.lead"])
|
||||
crm_lead_form.name = "Lead"
|
||||
crm_lead_form.save()
|
||||
|
||||
@users("sale_user")
|
||||
def test_user_sale(self):
|
||||
items = self.env["ir.ui.menu"]._visible_menu_ids()
|
||||
self.assertNotIn(self.crm_menu.id, items)
|
||||
self.assertIn(self.sale_menu.id, items)
|
||||
# Crm lead checks
|
||||
crm_lead = self.env["crm.lead"].browse(self.crm_lead.id)
|
||||
with self.assertRaises(AccessError):
|
||||
crm_lead.unlink()
|
||||
crm_lead_form = Form(self.env["crm.lead"])
|
||||
crm_lead_form.name = "Lead"
|
||||
crm_lead_form.save()
|
||||
# Sale order checks
|
||||
sale_order = self.env["sale.order"].browse(self.sale_order.id)
|
||||
with self.assertRaises(AccessError):
|
||||
sale_order.unlink()
|
||||
sale_order_form = Form(self.env["sale.order"])
|
||||
sale_order_form.partner_id = self.partner
|
||||
sale_order_form.save()
|
||||
|
||||
@users("crm_sale_user")
|
||||
def test_user_crm_sale(self):
|
||||
items = self.env["ir.ui.menu"]._visible_menu_ids()
|
||||
self.assertIn(self.crm_menu.id, items)
|
||||
self.assertIn(self.sale_menu.id, items)
|
||||
# Crm lead checks
|
||||
crm_lead = self.env["crm.lead"].browse(self.crm_lead.id)
|
||||
with self.assertRaises(AccessError):
|
||||
crm_lead.unlink()
|
||||
crm_lead_form = Form(self.env["crm.lead"])
|
||||
crm_lead_form.name = "Lead"
|
||||
crm_lead_form.save()
|
||||
# Sale order checks
|
||||
sale_order = self.env["sale.order"].browse(self.sale_order.id)
|
||||
with self.assertRaises(AccessError):
|
||||
sale_order.unlink()
|
||||
sale_order_form = Form(self.env["sale.order"])
|
||||
sale_order_form.partner_id = self.partner
|
||||
sale_order_form.save()
|
||||
|
|
@ -0,0 +1,19 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="crm_case_form_view_oppor" model="ir.ui.view">
|
||||
<field name="name">crm.lead.oppor.inherited.crm</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="sale_crm.crm_case_form_view_oppor" />
|
||||
<field name="arch" type="xml">
|
||||
<button name="action_sale_quotations_new" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</button>
|
||||
<button name="action_view_sale_quotation" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</button>
|
||||
<button name="action_view_sale_order" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</button>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,90 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="sales_team_crm_team_view_kanban_dashboard" model="ir.ui.view">
|
||||
<field name="name">sales_team.team.view.kanban.dashboard.inherit.sale</field>
|
||||
<field name="model">crm.team</field>
|
||||
<field name="inherit_id" ref="sales_team.crm_team_view_kanban_dashboard" />
|
||||
<field name="arch" type="xml">
|
||||
<button name="action_primary_channel_button" position="attributes">
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</button>
|
||||
</field>
|
||||
</record>
|
||||
<record id="sale_crm_team_view_kanban_dashboard" model="ir.ui.view">
|
||||
<field name="name">sale_crm.team.view.kanban.dashboard.inherit.sale</field>
|
||||
<field name="model">crm.team</field>
|
||||
<field name="inherit_id" ref="sale.crm_team_view_kanban_dashboard" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="use_quotations" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</field>
|
||||
<field name="invoiced_target" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</field>
|
||||
<xpath
|
||||
expr="//div[@t-if='record.quotations_count.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//div[@name='orders_to_invoice']" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//div[@t-if='record.use_quotations.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//div[@name='sales_report']" position="attributes">
|
||||
<attribute name="groups">sales_team.group_sale_salesman</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
<record id="crm_team_view_kanban_dashboard" model="ir.ui.view">
|
||||
<field name="name">crm.team.view.kanban.dashboard.inherit.sale</field>
|
||||
<field name="model">crm.team</field>
|
||||
<field name="inherit_id" ref="crm.crm_team_view_kanban_dashboard" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath
|
||||
expr="//div[@t-if='record.lead_unassigned_count.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//div[@t-if='record.opportunities_count.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//div[@t-if='record.opportunities_overdue_count.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//div[@t-if='record.use_opportunities.raw_value']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//div[@name='activity_report']" position="attributes">
|
||||
<attribute
|
||||
name="groups"
|
||||
>crm_security_group.group_crm_own_leads</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="crm.crm_menu_root" model="ir.ui.menu">
|
||||
<field
|
||||
name="groups_id"
|
||||
eval="[(6,0,[ref('crm_security_group.group_crm_own_leads')])]"
|
||||
/>
|
||||
</record>
|
||||
<record id="sale_crm.sale_order_menu_quotations_crm" model="ir.ui.menu">
|
||||
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]" />
|
||||
</record>
|
||||
<record id="crm.sales_team_menu_team_pipeline" model="ir.ui.menu">
|
||||
<field
|
||||
name="groups_id"
|
||||
eval="[(4, ref('crm_security_group.group_crm_manager'))]"
|
||||
/>
|
||||
</record>
|
||||
<record id="crm.crm_menu_report" model="ir.ui.menu">
|
||||
<field
|
||||
name="groups_id"
|
||||
eval="[(6,0,[ref('crm_security_group.group_crm_manager')])]"
|
||||
/>
|
||||
</record>
|
||||
<record id="crm.crm_menu_config" model="ir.ui.menu">
|
||||
<field
|
||||
name="groups_id"
|
||||
eval="[(4, ref('crm_security_group.group_crm_manager'))]"
|
||||
/>
|
||||
</record>
|
||||
</odoo>
|
||||
Loading…
Add table
Add a link
Reference in a new issue