mirror of
https://github.com/bringout/oca-workflow-process.git
synced 2026-04-22 00:52:07 +02:00
Initial commit: OCA Workflow Process packages (456 packages)
This commit is contained in:
Ernad Husremovic
commit
d366e42934
18799 changed files with 1284507 additions and 0 deletions
|
|
@ -0,0 +1,46 @@
|
|||
# Sales documents permissions by channels (teams)
|
||||
|
||||
Odoo addon: sales_team_security
|
||||
|
||||
## Installation
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-sale-workflow-sales_team_security
|
||||
```
|
||||
|
||||
## Dependencies
|
||||
|
||||
This addon depends on:
|
||||
- sales_team
|
||||
|
||||
## Manifest Information
|
||||
|
||||
- **Name**: Sales documents permissions by channels (teams)
|
||||
- **Version**: 16.0.1.0.0
|
||||
- **Category**: Sales
|
||||
- **License**: AGPL-3
|
||||
- **Installable**: True
|
||||
|
||||
## Source
|
||||
|
||||
Based on [OCA/sale-workflow](https://github.com/OCA/sale-workflow) branch 16.0, addon `sales_team_security`.
|
||||
|
||||
## License
|
||||
|
||||
This package maintains the original AGPL-3 license from the upstream Odoo project.
|
||||
|
||||
## Documentation
|
||||
|
||||
- Overview: doc/OVERVIEW.md
|
||||
- Architecture: doc/ARCHITECTURE.md
|
||||
- Models: doc/MODELS.md
|
||||
- Controllers: doc/CONTROLLERS.md
|
||||
- Wizards: doc/WIZARDS.md
|
||||
- Reports: doc/REPORTS.md
|
||||
- Security: doc/SECURITY.md
|
||||
- Install: doc/INSTALL.md
|
||||
- Usage: doc/USAGE.md
|
||||
- Configuration: doc/CONFIGURATION.md
|
||||
- Dependencies: doc/DEPENDENCIES.md
|
||||
- Troubleshooting: doc/TROUBLESHOOTING.md
|
||||
- FAQ: doc/FAQ.md
|
||||
|
|
@ -0,0 +1,32 @@
|
|||
# Architecture
|
||||
|
||||
```mermaid
|
||||
flowchart TD
|
||||
U[Users] -->|HTTP| V[Views and QWeb Templates]
|
||||
V --> C[Controllers]
|
||||
V --> W[Wizards – Transient Models]
|
||||
C --> M[Models and ORM]
|
||||
W --> M
|
||||
M --> R[Reports]
|
||||
DX[Data XML] --> M
|
||||
S[Security – ACLs and Groups] -. enforces .-> M
|
||||
|
||||
subgraph Sales_team_security Module - sales_team_security
|
||||
direction LR
|
||||
M:::layer
|
||||
W:::layer
|
||||
C:::layer
|
||||
V:::layer
|
||||
R:::layer
|
||||
S:::layer
|
||||
DX:::layer
|
||||
end
|
||||
|
||||
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
|
||||
```
|
||||
|
||||
Notes
|
||||
- Views include tree/form/kanban templates and report templates.
|
||||
- Controllers provide website/portal routes when present.
|
||||
- Wizards are UI flows implemented with `models.TransientModel`.
|
||||
- Data XML loads data/demo records; Security defines groups and access.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Configuration
|
||||
|
||||
Refer to Odoo settings for sales_team_security. Configure related models, access rights, and options as needed.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Controllers
|
||||
|
||||
This module does not define custom HTTP controllers.
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Dependencies
|
||||
|
||||
This addon depends on:
|
||||
|
||||
- [sales_team](../../odoo-bringout-oca-ocb-sales_team)
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
# FAQ
|
||||
|
||||
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
|
||||
- Q: How to enable? A: Start server with --addon sales_team_security or install in UI.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-sale-workflow-sales_team_security"
|
||||
# or
|
||||
uv pip install odoo-bringout-oca-sale-workflow-sales_team_security"
|
||||
```
|
||||
|
|
@ -0,0 +1,13 @@
|
|||
# Models
|
||||
|
||||
Detected core models and extensions in sales_team_security.
|
||||
|
||||
```mermaid
|
||||
classDiagram
|
||||
class ir_rule
|
||||
class res_partner
|
||||
```
|
||||
|
||||
Notes
|
||||
- Classes show model technical names; fields omitted for brevity.
|
||||
- Items listed under _inherit are extensions of existing models.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Overview
|
||||
|
||||
Packaged Odoo addon: sales_team_security. Provides features documented in upstream Odoo 16 under this addon.
|
||||
|
||||
- Source: OCA/OCB 16.0, addon sales_team_security
|
||||
- License: LGPL-3
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
|
|
@ -0,0 +1,70 @@
|
|||
# Security
|
||||
|
||||
Access control and security definitions in sales_team_security.
|
||||
|
||||
## Access Control Lists (ACLs)
|
||||
|
||||
Model access permissions defined in:
|
||||
- **[bosnian_translations.json](../bosnian_translations.json)**
|
||||
- 50 model access rules
|
||||
- **[bosnian_translations_output.json](../bosnian_translations_output.json)**
|
||||
- 444 model access rules
|
||||
- **[CHANGELOG.md](../CHANGELOG.md)**
|
||||
- 132 model access rules
|
||||
- **[delete_odoo_addons.sh](../delete_odoo_addons.sh)**
|
||||
- 44 model access rules
|
||||
- **[doc](../doc)**
|
||||
- **[docker](../docker)**
|
||||
- **[input](../input)**
|
||||
- **[nix](../nix)**
|
||||
- **[odoo.conf](../odoo.conf)**
|
||||
- 58 model access rules
|
||||
- **[odoo_packages_bez_l10n.txt](../odoo_packages_bez_l10n.txt)**
|
||||
- 1947 model access rules
|
||||
- **[odoo_packages_bringout.txt](../odoo_packages_bringout.txt)**
|
||||
- 1947 model access rules
|
||||
- **[odoo_packages.txt](../odoo_packages.txt)**
|
||||
- 2085 model access rules
|
||||
- **[output](../output)**
|
||||
- **[packages](../packages)**
|
||||
- **[PACKAGES.md](../PACKAGES.md)**
|
||||
- 298 model access rules
|
||||
- **[README.md](../README.md)**
|
||||
- 338 model access rules
|
||||
- **[scripts](../scripts)**
|
||||
- **[temp](../temp)**
|
||||
- **[TRANSLATION_BS_SUMMARY.md](../TRANSLATION_BS_SUMMARY.md)**
|
||||
- 146 model access rules
|
||||
- **[verify_deletions.sh](../verify_deletions.sh)**
|
||||
- 55 model access rules
|
||||
|
||||
## Record Rules
|
||||
|
||||
Row-level security rules defined in:
|
||||
|
||||
## Security Groups & Configuration
|
||||
|
||||
Security groups and permissions defined in:
|
||||
- **[sales_team_security.xml](../sales_team_security/security/sales_team_security.xml)**
|
||||
- 2 security groups defined
|
||||
|
||||
```mermaid
|
||||
graph TB
|
||||
subgraph "Security Layers"
|
||||
A[Users] --> B[Groups]
|
||||
B --> C[Access Control Lists]
|
||||
C --> D[Models]
|
||||
B --> E[Record Rules]
|
||||
E --> F[Individual Records]
|
||||
end
|
||||
```
|
||||
|
||||
Security files overview:
|
||||
- **[sales_team_security.xml](../sales_team_security/security/sales_team_security.xml)**
|
||||
- Security groups, categories, and XML-based rules
|
||||
|
||||
Notes
|
||||
- Access Control Lists define which groups can access which models
|
||||
- Record Rules provide row-level security (filter records by user/group)
|
||||
- Security groups organize users and define permission sets
|
||||
- All security is enforced at the ORM level by Odoo
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Troubleshooting
|
||||
|
||||
- Ensure Python and Odoo environment matches repo guidance.
|
||||
- Check database connectivity and logs if startup fails.
|
||||
- Validate that dependent addons listed in DEPENDENCIES.md are installed.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Usage
|
||||
|
||||
Start Odoo including this addon (from repo root):
|
||||
|
||||
```bash
|
||||
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon sales_team_security
|
||||
```
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
|
|
@ -0,0 +1,42 @@
|
|||
[project]
|
||||
name = "odoo-bringout-oca-sale-workflow-sales_team_security"
|
||||
version = "16.0.0"
|
||||
description = "Sales documents permissions by channels (teams) - New group for seeing only sales channel's documents"
|
||||
authors = [
|
||||
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
|
||||
]
|
||||
dependencies = [
|
||||
"odoo-bringout-oca-ocb-sales_team>=16.0.0",
|
||||
"requests>=2.25.1"
|
||||
]
|
||||
readme = "README.md"
|
||||
requires-python = ">= 3.11"
|
||||
classifiers = [
|
||||
"Development Status :: 5 - Production/Stable",
|
||||
"Intended Audience :: Developers",
|
||||
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
|
||||
"Programming Language :: Python :: 3",
|
||||
"Programming Language :: Python :: 3.11",
|
||||
"Programming Language :: Python :: 3.12",
|
||||
"Topic :: Office/Business",
|
||||
]
|
||||
|
||||
[project.urls]
|
||||
homepage = "https://github.com/bringout/0"
|
||||
repository = "https://github.com/bringout/0"
|
||||
|
||||
[build-system]
|
||||
requires = ["hatchling"]
|
||||
build-backend = "hatchling.build"
|
||||
|
||||
[tool.hatch.metadata]
|
||||
allow-direct-references = true
|
||||
|
||||
[tool.hatch.build.targets.wheel]
|
||||
packages = ["sales_team_security"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
|
|
@ -0,0 +1,151 @@
|
|||
===============================================
|
||||
Sales documents permissions by channels (teams)
|
||||
===============================================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:709c291e03000ac05c6e8f97900c31cb7ec9adfded256ce6bfabf6a62d20dd03
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Production/Stable
|
||||
.. |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%2Fsale--workflow-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/sale-workflow/tree/16.0/sales_team_security
|
||||
:alt: OCA/sale-workflow
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sales_team_security
|
||||
: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/sale-workflow&target_branch=16.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module adds a new "Sale" group called "User: Team documents", that
|
||||
includes the proper permissions for showing only the information related to
|
||||
that user sale team (having assigned that team/channel or no team at all,
|
||||
independently from the assigned salesman):
|
||||
|
||||
* Contacts.
|
||||
* Quotations/Sales Orders (implemented in sales_team_security_sale)
|
||||
* Leads/Opportunities (implemented in sales_team_security_crm)
|
||||
|
||||
It also handles the propagation of the sales team from commercial partners to
|
||||
the contacts, which standard doesn't do.
|
||||
|
||||
It also handles the sync (auto-creation and remove) of followers in company partners
|
||||
and childs of them according to salesmans. Any example about it:
|
||||
- Partner company > Salesman: Admin
|
||||
- Partner company, Contact 1 > Without salesman
|
||||
- Partner company, Contact 2 > Salesman: Demo
|
||||
All these partners have these followers: Admin + Demo
|
||||
|
||||
And finally, there are rules for partners to be restricted to the own ones for
|
||||
the group "User: Own Documents Only" for being coherent with the permission
|
||||
scheme. Someone with this permission will see:
|
||||
|
||||
- Contacts without salesman nor team assigned.
|
||||
- Contacts without salesman assigned, but the same team.
|
||||
- Contacts with them as salesman, independently from the team.
|
||||
- Contacts with them as follower.
|
||||
|
||||
For keeping consistent accesses, followers of the main and shipping/invoice
|
||||
contacts are synced according the salesman of the children contacts
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Installation
|
||||
============
|
||||
|
||||
At installation time, this module sets in all the contacts that have the sales
|
||||
team empty the sales team of the parent, and sync followers in parent contacts
|
||||
and invoice/shipping addresses. If you have a lot of contacts, this
|
||||
operation can take a while.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
#. Go to *Configuration > Users & Companies > Users*.
|
||||
#. Open or create a user.
|
||||
#. On the section "Sale", select "User: Team documents".
|
||||
|
||||
Known issues / Roadmap
|
||||
======================
|
||||
|
||||
* This module modifies sales security groups hierarchy, so any other module
|
||||
doing something similar might conflict with this one.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sales_team_security%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>`__:
|
||||
|
||||
* Pedro M. Baeza
|
||||
* Víctor Martínez
|
||||
* César A. Sánchez
|
||||
|
||||
* `Guadaltech <https://www.guadaltech.es>`__:
|
||||
|
||||
* Ramón Bajona
|
||||
|
||||
* Iván Todorovich <ivan.todorovich@gmail.com>
|
||||
|
||||
* `Pesol <https://www.pesol.es>`__:
|
||||
|
||||
* Jonathan Oscategui Taza <info@pesol.es>
|
||||
|
||||
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-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
|
||||
:target: https://github.com/pedrobaeza
|
||||
:alt: pedrobaeza
|
||||
.. |maintainer-ivantodorovich| image:: https://github.com/ivantodorovich.png?size=40px
|
||||
:target: https://github.com/ivantodorovich
|
||||
:alt: ivantodorovich
|
||||
|
||||
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-pedrobaeza| |maintainer-ivantodorovich|
|
||||
|
||||
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sales_team_security>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import models
|
||||
from .hooks import post_init_hook, uninstall_hook
|
||||
|
|
@ -0,0 +1,19 @@
|
|||
# Copyright 2016-2020 Tecnativa - Pedro M. Baeza
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
{
|
||||
"name": "Sales documents permissions by channels (teams)",
|
||||
"summary": "New group for seeing only sales channel's documents",
|
||||
"version": "16.0.1.0.0",
|
||||
"category": "Sales",
|
||||
"website": "https://github.com/OCA/sale-workflow",
|
||||
"author": "Tecnativa, Odoo Community Association (OCA)",
|
||||
"license": "AGPL-3",
|
||||
"installable": True,
|
||||
"development_status": "Production/Stable",
|
||||
"maintainers": ["pedrobaeza", "ivantodorovich"],
|
||||
"depends": ["sales_team"],
|
||||
"data": ["security/sales_team_security.xml", "views/res_partner_view.xml"],
|
||||
"post_init_hook": "post_init_hook",
|
||||
"uninstall_hook": "uninstall_hook",
|
||||
}
|
||||
|
|
@ -0,0 +1,46 @@
|
|||
# Copyright 2018-2016 Tecnativa - Pedro M. Baeza
|
||||
# Copyright 2020 - Iván Todorovich
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
|
||||
|
||||
from odoo import SUPERUSER_ID, api
|
||||
|
||||
|
||||
def post_init_hook(cr, registry):
|
||||
"""At installation time, propagate the parent sales team to the children
|
||||
contacts that have this field empty, as it's supposed that the intention
|
||||
is to have the same.
|
||||
"""
|
||||
cr.execute(
|
||||
"""UPDATE res_partner
|
||||
SET team_id=parent.team_id
|
||||
FROM res_partner AS parent
|
||||
WHERE parent.team_id IS NOT NULL
|
||||
AND res_partner.parent_id = parent.id
|
||||
AND res_partner.team_id IS NULL"""
|
||||
)
|
||||
|
||||
|
||||
def uninstall_hook(cr, registry): # pragma: no cover
|
||||
"""At uninstall, revert changes made to record rules"""
|
||||
with api.Environment.manage():
|
||||
env = api.Environment(cr, SUPERUSER_ID, {})
|
||||
env.ref("sales_team.group_sale_salesman_all_leads").write(
|
||||
{
|
||||
"implied_ids": [
|
||||
(6, 0, [env.ref("sales_team.group_sale_salesman").id]),
|
||||
],
|
||||
}
|
||||
)
|
||||
# At installation time, we need to sync followers
|
||||
with api.Environment.manage():
|
||||
env = api.Environment(cr, SUPERUSER_ID, {})
|
||||
partners = env["res.partner"].search(
|
||||
[
|
||||
("parent_id", "=", False),
|
||||
("is_company", "=", True),
|
||||
"|",
|
||||
("user_id", "!=", False),
|
||||
("child_ids.user_id", "!=", False),
|
||||
]
|
||||
)
|
||||
partners._add_followers_from_salesmans()
|
||||
|
|
@ -0,0 +1,62 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * sales_team_security
|
||||
#
|
||||
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: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Kontakt"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__team_id
|
||||
msgid ""
|
||||
"If set, this Sales Team will be used for sales and assignments related to "
|
||||
"this partner"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_ir_rule
|
||||
msgid "Record Rule"
|
||||
msgstr "Pravilo zapisa"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__team_id
|
||||
msgid "Sales Team"
|
||||
msgstr "Prodajni tim"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__user_id
|
||||
msgid "Salesperson"
|
||||
msgstr "Referent prodaje"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__user_id
|
||||
msgid "The internal user in charge of this contact."
|
||||
msgstr "Interni korisnik odgovoran za ovaj kontakt."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,comment:sales_team_security.group_sale_team_manager
|
||||
msgid ""
|
||||
"The user will have an access to the documents of the sales teams he/she "
|
||||
"belongs to."
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,name:sales_team_security.group_sale_team_manager
|
||||
msgid "User: Team Documents Only"
|
||||
msgstr "User: Team Documents Only"
|
||||
|
|
@ -0,0 +1,69 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * sales_team_security
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 15.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2022-06-28 21:00+0000\n"
|
||||
"PO-Revision-Date: 2022-06-28 21:00+0000\n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"Language: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contacto"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__team_id
|
||||
msgid ""
|
||||
"If set, this Sales Team will be used for sales and assignments related to "
|
||||
"this partner"
|
||||
msgstr ""
|
||||
"Si está configurado, este equipo de ventas será usado para las ventas y "
|
||||
"asignaciones relacionadas a este partner."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_ir_rule
|
||||
msgid "Record Rule"
|
||||
msgstr "Regla de registro"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__team_id
|
||||
msgid "Sales Team"
|
||||
msgstr "Equipo de ventas"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__user_id
|
||||
msgid "Salesperson"
|
||||
msgstr "Comercial"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__user_id
|
||||
msgid "The internal user in charge of this contact."
|
||||
msgstr "El usuario interno a cargo de este contacto."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,comment:sales_team_security.group_sale_team_manager
|
||||
msgid ""
|
||||
"The user will have an access to the documents of the sales teams he/she "
|
||||
"belongs to."
|
||||
msgstr ""
|
||||
"El usuario tendrá acceso a los documentos de los equipos comerciales a los "
|
||||
"que pertenece."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,name:sales_team_security.group_sale_team_manager
|
||||
msgid "User: Team Documents Only"
|
||||
msgstr "Usuario: Solo documentos del equipo"
|
||||
|
|
@ -0,0 +1,69 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * sales_team_security
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 15.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2022-06-28 21:01+0000\n"
|
||||
"PO-Revision-Date: 2023-12-12 11:01+0000\n"
|
||||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
|
||||
"Language-Team: \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: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contatto"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__team_id
|
||||
msgid ""
|
||||
"If set, this Sales Team will be used for sales and assignments related to "
|
||||
"this partner"
|
||||
msgstr ""
|
||||
"Se impostato, il team di vendita viene utilizzato per vendite e assegnazioni "
|
||||
"correlate al partner"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_ir_rule
|
||||
msgid "Record Rule"
|
||||
msgstr "Regola su record"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__team_id
|
||||
msgid "Sales Team"
|
||||
msgstr "Team di vendita"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__user_id
|
||||
msgid "Salesperson"
|
||||
msgstr "Addetto vendite"
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__user_id
|
||||
msgid "The internal user in charge of this contact."
|
||||
msgstr "L'utente interno responsabile di questo contatto."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,comment:sales_team_security.group_sale_team_manager
|
||||
msgid ""
|
||||
"The user will have an access to the documents of the sales teams he/she "
|
||||
"belongs to."
|
||||
msgstr ""
|
||||
"L'utente avrà accesso ai documenti del team di vendita a cui appartiene."
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,name:sales_team_security.group_sale_team_manager
|
||||
msgid "User: Team Documents Only"
|
||||
msgstr "Utente: solo documenti del team"
|
||||
|
|
@ -0,0 +1,62 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * sales_team_security
|
||||
#
|
||||
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: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__team_id
|
||||
msgid ""
|
||||
"If set, this Sales Team will be used for sales and assignments related to "
|
||||
"this partner"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model,name:sales_team_security.model_ir_rule
|
||||
msgid "Record Rule"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__team_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__team_id
|
||||
msgid "Sales Team"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,field_description:sales_team_security.field_res_users__user_id
|
||||
msgid "Salesperson"
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_partner__user_id
|
||||
#: model:ir.model.fields,help:sales_team_security.field_res_users__user_id
|
||||
msgid "The internal user in charge of this contact."
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,comment:sales_team_security.group_sale_team_manager
|
||||
msgid ""
|
||||
"The user will have an access to the documents of the sales teams he/she "
|
||||
"belongs to."
|
||||
msgstr ""
|
||||
|
||||
#. module: sales_team_security
|
||||
#: model:res.groups,name:sales_team_security.group_sale_team_manager
|
||||
msgid "User: Team Documents Only"
|
||||
msgstr ""
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
from . import ir_rule
|
||||
from . import res_partner
|
||||
|
|
@ -0,0 +1,58 @@
|
|||
# Copyright 2020 Tecnativa - Pedro M. Baeza
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
|
||||
|
||||
from odoo import api, models, tools
|
||||
from odoo.osv import expression
|
||||
from odoo.tools import config
|
||||
|
||||
|
||||
class IrRule(models.Model):
|
||||
_inherit = "ir.rule"
|
||||
|
||||
@api.model
|
||||
@tools.conditional(
|
||||
"xml" not in config["dev_mode"],
|
||||
tools.ormcache(
|
||||
"self.env.uid",
|
||||
"self.env.su",
|
||||
"model_name",
|
||||
"mode",
|
||||
"tuple(self._compute_domain_context_values())",
|
||||
),
|
||||
)
|
||||
def _compute_domain(self, model_name, mode="read"):
|
||||
"""Inject extra domain for restricting partners when the user
|
||||
has the group 'Sales / User: Own Documents Only'.
|
||||
"""
|
||||
res = super()._compute_domain(model_name, mode=mode)
|
||||
user = self.env.user
|
||||
group1 = "sales_team.group_sale_salesman"
|
||||
group2 = "sales_team_security.group_sale_team_manager"
|
||||
group3 = "sales_team.group_sale_salesman_all_leads"
|
||||
if model_name == "res.partner" and not self.env.su:
|
||||
if user.has_group(group1) and not user.has_group(group3):
|
||||
extra_domain = [
|
||||
"|",
|
||||
("message_partner_ids", "in", user.partner_id.ids),
|
||||
"|",
|
||||
("id", "=", user.partner_id.id),
|
||||
]
|
||||
if user.has_group(group2):
|
||||
extra_domain += [
|
||||
"|",
|
||||
("team_id", "=", user.sale_team_id.id),
|
||||
("team_id", "=", False),
|
||||
]
|
||||
else:
|
||||
extra_domain += [
|
||||
"|",
|
||||
("user_id", "=", user.id),
|
||||
"&",
|
||||
("user_id", "=", False),
|
||||
"|",
|
||||
("team_id", "=", False),
|
||||
("team_id", "=", user.sale_team_id.id),
|
||||
]
|
||||
extra_domain = expression.normalize_domain(extra_domain)
|
||||
res = expression.AND([extra_domain] + [res])
|
||||
return res
|
||||
|
|
@ -0,0 +1,94 @@
|
|||
# Copyright 2016-2018 Tecnativa - Pedro M. Baeza
|
||||
# Copyright 2021 Tecnativa - Víctor Martínez
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
|
||||
|
||||
from lxml import etree
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class ResPartner(models.Model):
|
||||
_inherit = "res.partner"
|
||||
|
||||
# add indexes for better performance on record rules
|
||||
user_id = fields.Many2one(index=True)
|
||||
team_id = fields.Many2one(index=True)
|
||||
|
||||
@api.model
|
||||
def get_view(self, view_id=None, view_type="form", **options):
|
||||
"""
|
||||
Patch view to inject the default value for the team_id and user_id.
|
||||
"""
|
||||
# FIXME: Use base_view_inheritance_extension when available
|
||||
res = super().get_view(view_id, view_type, **options)
|
||||
if view_type == "form":
|
||||
eview = etree.fromstring(res["arch"])
|
||||
xml_fields = eview.xpath("//field[@name='child_ids']")
|
||||
if xml_fields:
|
||||
context_str = (
|
||||
xml_fields[0]
|
||||
.get("context", "{}")
|
||||
.replace(
|
||||
"{",
|
||||
"{'default_team_id': team_id, 'default_user_id': user_id,",
|
||||
1,
|
||||
)
|
||||
)
|
||||
xml_fields[0].set("context", context_str)
|
||||
res["arch"] = etree.tostring(eview)
|
||||
return res
|
||||
|
||||
@api.onchange("parent_id")
|
||||
def _onchange_parent_id_sales_team_security(self):
|
||||
"""If assigning a parent partner and the contact doesn't have
|
||||
team or salesman, we put the parent's one (if any).
|
||||
"""
|
||||
if self.parent_id and self.parent_id.team_id and not self.team_id:
|
||||
self.team_id = self.parent_id.team_id.id
|
||||
if self.parent_id and self.parent_id.user_id and not self.user_id:
|
||||
self.user_id = self.parent_id.user_id.id
|
||||
|
||||
@api.onchange("user_id")
|
||||
def _onchange_user_id_sales_team_security(self):
|
||||
if self.user_id.sale_team_id:
|
||||
self.team_id = self.user_id.sale_team_id
|
||||
|
||||
def _remove_key_followers(self, partner):
|
||||
for record in self.mapped("commercial_partner_id"):
|
||||
# Look for delivery and invoice addresses
|
||||
childrens = record.child_ids.filtered(
|
||||
lambda x: x.type in {"invoice", "delivery"}
|
||||
)
|
||||
(childrens + record).message_unsubscribe(partner_ids=partner.ids)
|
||||
|
||||
def _add_followers_from_salesmans(self):
|
||||
"""Sync followers in commercial partner + delivery/invoice contacts."""
|
||||
for record in self.mapped("commercial_partner_id"):
|
||||
followers = (record.child_ids + record).mapped("user_id.partner_id")
|
||||
# Look for delivery and invoice addresses
|
||||
childrens = record.child_ids.filtered(
|
||||
lambda x: x.type in {"invoice", "delivery"}
|
||||
)
|
||||
(childrens + record).message_subscribe(partner_ids=followers.ids)
|
||||
|
||||
@api.model_create_multi
|
||||
def create(self, vals_list):
|
||||
"""Sync followers on contact creation."""
|
||||
records = super().create(vals_list)
|
||||
records._add_followers_from_salesmans()
|
||||
return records
|
||||
|
||||
def write(self, vals):
|
||||
"""If the salesman is changed, first remove the old salesman as follower
|
||||
of the key contacts (commercial + delivery/invoice), and then sync for
|
||||
the new ones.
|
||||
|
||||
It performs as well the followers sync on contact type change.
|
||||
"""
|
||||
if "user_id" in vals:
|
||||
for record in self.filtered("user_id"):
|
||||
record._remove_key_followers(record.user_id.partner_id)
|
||||
result = super().write(vals)
|
||||
if "user_id" in vals or vals.get("type") in {"invoice", "delivery"}:
|
||||
self._add_followers_from_salesmans()
|
||||
return result
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
#. Go to *Configuration > Users & Companies > Users*.
|
||||
#. Open or create a user.
|
||||
#. On the section "Sale", select "User: Team documents".
|
||||
|
|
@ -0,0 +1,15 @@
|
|||
* `Tecnativa <https://www.tecnativa.com>`__:
|
||||
|
||||
* Pedro M. Baeza
|
||||
* Víctor Martínez
|
||||
* César A. Sánchez
|
||||
|
||||
* `Guadaltech <https://www.guadaltech.es>`__:
|
||||
|
||||
* Ramón Bajona
|
||||
|
||||
* Iván Todorovich <ivan.todorovich@gmail.com>
|
||||
|
||||
* `Pesol <https://www.pesol.es>`__:
|
||||
|
||||
* Jonathan Oscategui Taza <info@pesol.es>
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
This module adds a new "Sale" group called "User: Team documents", that
|
||||
includes the proper permissions for showing only the information related to
|
||||
that user sale team (having assigned that team/channel or no team at all,
|
||||
independently from the assigned salesman):
|
||||
|
||||
* Contacts.
|
||||
* Quotations/Sales Orders (implemented in sales_team_security_sale)
|
||||
* Leads/Opportunities (implemented in sales_team_security_crm)
|
||||
|
||||
It also handles the propagation of the sales team from commercial partners to
|
||||
the contacts, which standard doesn't do.
|
||||
|
||||
It also handles the sync (auto-creation and remove) of followers in company partners
|
||||
and childs of them according to salesmans. Any example about it:
|
||||
- Partner company > Salesman: Admin
|
||||
- Partner company, Contact 1 > Without salesman
|
||||
- Partner company, Contact 2 > Salesman: Demo
|
||||
All these partners have these followers: Admin + Demo
|
||||
|
||||
And finally, there are rules for partners to be restricted to the own ones for
|
||||
the group "User: Own Documents Only" for being coherent with the permission
|
||||
scheme. Someone with this permission will see:
|
||||
|
||||
- Contacts without salesman nor team assigned.
|
||||
- Contacts without salesman assigned, but the same team.
|
||||
- Contacts with them as salesman, independently from the team.
|
||||
- Contacts with them as follower.
|
||||
|
||||
For keeping consistent accesses, followers of the main and shipping/invoice
|
||||
contacts are synced according the salesman of the children contacts
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
At installation time, this module sets in all the contacts that have the sales
|
||||
team empty the sales team of the parent, and sync followers in parent contacts
|
||||
and invoice/shipping addresses. If you have a lot of contacts, this
|
||||
operation can take a while.
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
* This module modifies sales security groups hierarchy, so any other module
|
||||
doing something similar might conflict with this one.
|
||||
|
|
@ -0,0 +1,17 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
|
||||
<record id="group_sale_team_manager" model="res.groups">
|
||||
<field name="name">User: Team Documents Only</field>
|
||||
<field
|
||||
name="comment"
|
||||
>The user will have an access to the documents of the sales teams he/she belongs to.</field>
|
||||
<field name="category_id" ref="base.module_category_sales_sales" />
|
||||
<field name="implied_ids" eval="[(4, ref('sales_team.group_sale_salesman'))]" />
|
||||
</record>
|
||||
|
||||
<record id="sales_team.group_sale_salesman_all_leads" model="res.groups">
|
||||
<field name="implied_ids" eval="[(6, 0, [ref('group_sale_team_manager')])]" />
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,489 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<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>Sales documents permissions by channels (teams)</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
/* used to remove borders from tables and images */
|
||||
.borderless, table.borderless td, table.borderless th {
|
||||
border: 0 }
|
||||
|
||||
table.borderless td, table.borderless th {
|
||||
/* Override padding for "table.docutils td" with "! important".
|
||||
The right padding separates the table cells. */
|
||||
padding: 0 0.5em 0 0 ! important }
|
||||
|
||||
.first {
|
||||
/* Override more specific margin styles with "! important". */
|
||||
margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
.hidden {
|
||||
display: none }
|
||||
|
||||
.subscript {
|
||||
vertical-align: sub;
|
||||
font-size: smaller }
|
||||
|
||||
.superscript {
|
||||
vertical-align: super;
|
||||
font-size: smaller }
|
||||
|
||||
a.toc-backref {
|
||||
text-decoration: none ;
|
||||
color: black }
|
||||
|
||||
blockquote.epigraph {
|
||||
margin: 2em 5em ; }
|
||||
|
||||
dl.docutils dd {
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
||||
dl.docutils dt {
|
||||
font-weight: bold }
|
||||
*/
|
||||
|
||||
div.abstract {
|
||||
margin: 2em 5em }
|
||||
|
||||
div.abstract p.topic-title {
|
||||
font-weight: bold ;
|
||||
text-align: center }
|
||||
|
||||
div.admonition, div.attention, div.caution, div.danger, div.error,
|
||||
div.hint, div.important, div.note, div.tip, div.warning {
|
||||
margin: 2em ;
|
||||
border: medium outset ;
|
||||
padding: 1em }
|
||||
|
||||
div.admonition p.admonition-title, div.hint p.admonition-title,
|
||||
div.important p.admonition-title, div.note p.admonition-title,
|
||||
div.tip p.admonition-title {
|
||||
font-weight: bold ;
|
||||
font-family: sans-serif }
|
||||
|
||||
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 {
|
||||
color: red ;
|
||||
font-weight: bold ;
|
||||
font-family: sans-serif }
|
||||
|
||||
/* Uncomment (and remove this text!) to get reduced vertical space in
|
||||
compound paragraphs.
|
||||
div.compound .compound-first, div.compound .compound-middle {
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
div.compound .compound-last, div.compound .compound-middle {
|
||||
margin-top: 0.5em }
|
||||
*/
|
||||
|
||||
div.dedication {
|
||||
margin: 2em 5em ;
|
||||
text-align: center ;
|
||||
font-style: italic }
|
||||
|
||||
div.dedication p.topic-title {
|
||||
font-weight: bold ;
|
||||
font-style: normal }
|
||||
|
||||
div.figure {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
div.footer, div.header {
|
||||
clear: both;
|
||||
font-size: smaller }
|
||||
|
||||
div.line-block {
|
||||
display: block ;
|
||||
margin-top: 1em ;
|
||||
margin-bottom: 1em }
|
||||
|
||||
div.line-block div.line-block {
|
||||
margin-top: 0 ;
|
||||
margin-bottom: 0 ;
|
||||
margin-left: 1.5em }
|
||||
|
||||
div.sidebar {
|
||||
margin: 0 0 0.5em 1em ;
|
||||
border: medium outset ;
|
||||
padding: 1em ;
|
||||
background-color: #ffffee ;
|
||||
width: 40% ;
|
||||
float: right ;
|
||||
clear: right }
|
||||
|
||||
div.sidebar p.rubric {
|
||||
font-family: sans-serif ;
|
||||
font-size: medium }
|
||||
|
||||
div.system-messages {
|
||||
margin: 5em }
|
||||
|
||||
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: grey; } /* 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 {
|
||||
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="sales-documents-permissions-by-channels-teams">
|
||||
<h1 class="title">Sales documents permissions by channels (teams)</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:709c291e03000ac05c6e8f97900c31cb7ec9adfded256ce6bfabf6a62d20dd03
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.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/sale-workflow/tree/16.0/sales_team_security"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sales_team_security"><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/sale-workflow&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 a new “Sale” group called “User: Team documents”, that
|
||||
includes the proper permissions for showing only the information related to
|
||||
that user sale team (having assigned that team/channel or no team at all,
|
||||
independently from the assigned salesman):</p>
|
||||
<ul class="simple">
|
||||
<li>Contacts.</li>
|
||||
<li>Quotations/Sales Orders (implemented in sales_team_security_sale)</li>
|
||||
<li>Leads/Opportunities (implemented in sales_team_security_crm)</li>
|
||||
</ul>
|
||||
<p>It also handles the propagation of the sales team from commercial partners to
|
||||
the contacts, which standard doesn’t do.</p>
|
||||
<p>It also handles the sync (auto-creation and remove) of followers in company partners
|
||||
and childs of them according to salesmans. Any example about it:
|
||||
- Partner company > Salesman: Admin
|
||||
- Partner company, Contact 1 > Without salesman
|
||||
- Partner company, Contact 2 > Salesman: Demo
|
||||
All these partners have these followers: Admin + Demo</p>
|
||||
<p>And finally, there are rules for partners to be restricted to the own ones for
|
||||
the group “User: Own Documents Only” for being coherent with the permission
|
||||
scheme. Someone with this permission will see:</p>
|
||||
<ul class="simple">
|
||||
<li>Contacts without salesman nor team assigned.</li>
|
||||
<li>Contacts without salesman assigned, but the same team.</li>
|
||||
<li>Contacts with them as salesman, independently from the team.</li>
|
||||
<li>Contacts with them as follower.</li>
|
||||
</ul>
|
||||
<p>For keeping consistent accesses, followers of the main and shipping/invoice
|
||||
contacts are synced according the salesman of the children contacts</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="installation">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
|
||||
<p>At installation time, this module sets in all the contacts that have the sales
|
||||
team empty the sales team of the parent, and sync followers in parent contacts
|
||||
and invoice/shipping addresses. If you have a lot of contacts, this
|
||||
operation can take a while.</p>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Configuration > Users & Companies > Users</em>.</li>
|
||||
<li>Open or create a user.</li>
|
||||
<li>On the section “Sale”, select “User: Team documents”.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="known-issues-roadmap">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
|
||||
<ul class="simple">
|
||||
<li>This module modifies sales security groups hierarchy, so any other module
|
||||
doing something similar might conflict with this one.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sales_team_security%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-5">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||||
<li>Pedro M. Baeza</li>
|
||||
<li>Víctor Martínez</li>
|
||||
<li>César A. Sánchez</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference external" href="https://www.guadaltech.es">Guadaltech</a>:<ul>
|
||||
<li>Ramón Bajona</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>Iván Todorovich <<a class="reference external" href="mailto:ivan.todorovich@gmail.com">ivan.todorovich@gmail.com</a>></li>
|
||||
<li><a class="reference external" href="https://www.pesol.es">Pesol</a>:<ul>
|
||||
<li>Jonathan Oscategui Taza <<a class="reference external" href="mailto:info@pesol.es">info@pesol.es</a>></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">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">maintainers</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/ivantodorovich"><img alt="ivantodorovich" src="https://github.com/ivantodorovich.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/16.0/sales_team_security">OCA/sale-workflow</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 +1,3 @@
|
|||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import test_sales_team_security
|
||||
|
|
@ -0,0 +1,125 @@
|
|||
# Copyright 2016-2020 Tecnativa - Pedro M. Baeza
|
||||
# Copyright 2021 Tecnativa - Víctor Martínez
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
|
||||
|
||||
from odoo.tests import common
|
||||
|
||||
|
||||
class TestCommon(common.TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.team = cls.env["crm.team"].create({"name": "Test channel"})
|
||||
cls.team2 = cls.env["crm.team"].create({"name": "Test channel 2"})
|
||||
cls.user = cls.env["res.users"].create(
|
||||
{
|
||||
"login": "sales_team_security",
|
||||
"name": "Test sales_team_security user",
|
||||
"groups_id": [(4, cls.env.ref("sales_team.group_sale_salesman").id)],
|
||||
}
|
||||
)
|
||||
cls.crm_team_member = cls.env["crm.team.member"].create(
|
||||
{
|
||||
"user_id": cls.user.id,
|
||||
"crm_team_id": cls.team.id,
|
||||
}
|
||||
)
|
||||
cls.partner = cls.env["res.partner"].create(
|
||||
{"name": "Test partner", "team_id": cls.team.id}
|
||||
)
|
||||
cls.partner_child_1 = cls.env["res.partner"].create(
|
||||
{"name": "Child 1", "parent_id": cls.partner.id}
|
||||
)
|
||||
cls.partner_child_2 = cls.env["res.partner"].create(
|
||||
{"name": "Child 2", "parent_id": cls.partner.id, "type": "invoice"}
|
||||
)
|
||||
cls.partner2 = cls.env["res.partner"].create(
|
||||
{"name": "Test partner 2", "user_id": cls.user.id}
|
||||
)
|
||||
cls.user2 = cls.env["res.users"].create(
|
||||
{
|
||||
"login": "sales_team_security2",
|
||||
"name": "Test sales_team_security user 2",
|
||||
"groups_id": [(4, cls.env.ref("sales_team.group_sale_salesman").id)],
|
||||
}
|
||||
)
|
||||
cls.crm_team_member2 = cls.env["crm.team.member"].create(
|
||||
{
|
||||
"user_id": cls.user2.id,
|
||||
"crm_team_id": cls.team.id,
|
||||
}
|
||||
)
|
||||
cls.check_permission_subscribe = False
|
||||
|
||||
def _check_permission(self, salesman, team, expected):
|
||||
self.record.write(
|
||||
{
|
||||
"user_id": salesman.id if salesman else salesman,
|
||||
"team_id": team.id if team else team,
|
||||
}
|
||||
)
|
||||
domain = [("id", "=", self.record.id)]
|
||||
if (
|
||||
self.check_permission_subscribe
|
||||
): # Force unsubscription for not interfering with real test
|
||||
self.record.message_subscribe(partner_ids=self.user.partner_id.ids)
|
||||
else:
|
||||
self.record.message_unsubscribe(partner_ids=self.user.partner_id.ids)
|
||||
obj = self.env[self.record._name].with_user(self.user)
|
||||
self.assertEqual(bool(obj.search(domain)), expected)
|
||||
|
||||
def _check_whole_permission_set(self, extra_checks=True):
|
||||
self._check_permission(False, False, True)
|
||||
self._check_permission(self.user, False, True)
|
||||
self._check_permission(self.user2, False, False)
|
||||
self._check_permission(False, self.team, True)
|
||||
if extra_checks:
|
||||
self._check_permission(False, self.team2, False)
|
||||
self._check_permission(self.user, self.team, True)
|
||||
self._check_permission(self.user, self.team2, True)
|
||||
self._check_permission(self.user2, self.team2, False)
|
||||
self._check_permission(self.user2, self.team, False)
|
||||
# Add to group "Team manager"
|
||||
self.user.groups_id = [
|
||||
(4, self.env.ref("sales_team_security.group_sale_team_manager").id)
|
||||
]
|
||||
self._check_permission(False, False, True)
|
||||
self._check_permission(self.user, False, True)
|
||||
self._check_permission(self.user2, False, True)
|
||||
self._check_permission(False, self.team, True)
|
||||
if extra_checks:
|
||||
self._check_permission(False, self.team2, False)
|
||||
self._check_permission(self.user, self.team, True)
|
||||
if self.record._name == "res.partner":
|
||||
self.check_permission_subscribe = True
|
||||
self._check_permission(self.user, self.team2, True)
|
||||
self.check_permission_subscribe = False
|
||||
else:
|
||||
self._check_permission(self.user, self.team2, True)
|
||||
self._check_permission(self.user2, self.team2, False)
|
||||
self._check_permission(self.user2, self.team, True)
|
||||
# Add to group "See all leads"
|
||||
self.user.groups_id = [
|
||||
(4, self.env.ref("sales_team.group_sale_salesman_all_leads").id)
|
||||
]
|
||||
self._check_permission(False, False, True)
|
||||
self._check_permission(self.user, False, True)
|
||||
self._check_permission(self.user2, False, True)
|
||||
self._check_permission(False, self.team, True)
|
||||
self._check_permission(False, self.team2, True)
|
||||
self._check_permission(self.user, self.team, True)
|
||||
self._check_permission(self.user, self.team2, True)
|
||||
self._check_permission(self.user2, self.team2, True)
|
||||
self._check_permission(self.user2, self.team, True)
|
||||
# Regular internal user
|
||||
if extra_checks:
|
||||
self.user.groups_id = [(6, 0, [self.env.ref("base.group_user").id])]
|
||||
self._check_permission(False, False, True)
|
||||
self._check_permission(self.user, False, True)
|
||||
self._check_permission(self.user2, False, True)
|
||||
self._check_permission(False, self.team, True)
|
||||
self._check_permission(False, self.team2, True)
|
||||
self._check_permission(self.user, self.team, True)
|
||||
self._check_permission(self.user, self.team2, True)
|
||||
self._check_permission(self.user2, self.team2, True)
|
||||
self._check_permission(self.user2, self.team, True)
|
||||
|
|
@ -0,0 +1,95 @@
|
|||
# Copyright 2016-2020 Tecnativa - Pedro M. Baeza
|
||||
# Copyright 2021 Tecnativa - Víctor Martínez
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
|
||||
|
||||
from lxml import etree
|
||||
|
||||
from ..hooks import post_init_hook
|
||||
from .common import TestCommon
|
||||
|
||||
|
||||
class TestSalesTeamSecurity(TestCommon):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.user_partner = cls.user.partner_id
|
||||
cls.user2_partner = cls.user2.partner_id
|
||||
cls.record = cls.partner
|
||||
|
||||
def test_onchange_parent_id(self):
|
||||
contact = self.env["res.partner"].create(
|
||||
{"name": "Test contact", "parent_id": self.partner.id}
|
||||
)
|
||||
contact._onchange_parent_id_sales_team_security()
|
||||
self.assertEqual(contact.team_id, self.team)
|
||||
|
||||
contact2 = self.env["res.partner"].create(
|
||||
{"name": "Test contact", "parent_id": self.partner2.id}
|
||||
)
|
||||
contact2._onchange_parent_id_sales_team_security()
|
||||
self.assertEqual(contact2.user_id, self.user)
|
||||
|
||||
def test_onchange_user_id(self):
|
||||
contact = self.env["res.partner"].create(
|
||||
{
|
||||
"name": "Test contact",
|
||||
"user_id": self.user.id,
|
||||
}
|
||||
)
|
||||
contact._onchange_user_id_sales_team_security()
|
||||
self.assertEqual(contact.team_id, self.team)
|
||||
|
||||
def test_assign_contacts_team(self):
|
||||
contact = self.env["res.partner"].create(
|
||||
{"name": "Test contact", "parent_id": self.partner.id, "team_id": False}
|
||||
)
|
||||
post_init_hook(self.env.cr, self.env.registry)
|
||||
contact.env.invalidate_all()
|
||||
self.assertEqual(contact.team_id, self.partner.team_id)
|
||||
|
||||
def test_change_user_id_partner(self):
|
||||
self.partner.write({"user_id": self.user.id})
|
||||
self.assertIn(self.user_partner, self.partner.message_partner_ids)
|
||||
self.assertNotIn(self.user_partner, self.partner_child_1.message_partner_ids)
|
||||
self.assertIn(self.user_partner, self.partner_child_2.message_partner_ids)
|
||||
# Change salesman
|
||||
self.partner.write({"user_id": self.user2.id})
|
||||
self.assertNotIn(self.user_partner, self.partner.message_partner_ids)
|
||||
self.assertIn(self.user2_partner, self.partner.message_partner_ids)
|
||||
self.assertNotIn(self.user_partner, self.partner_child_2.message_partner_ids)
|
||||
self.assertIn(self.user2_partner, self.partner_child_2.message_partner_ids)
|
||||
|
||||
def test_change_user_id_partner_child_1(self):
|
||||
self.partner_child_1.write({"user_id": self.user.id})
|
||||
self.assertIn(self.user_partner, self.partner.message_partner_ids)
|
||||
self.assertIn(self.user_partner, self.partner_child_2.message_partner_ids)
|
||||
# Change salesman
|
||||
self.partner_child_1.write({"user_id": self.user2.id})
|
||||
self.assertNotIn(self.user_partner, self.partner.message_partner_ids)
|
||||
self.assertIn(self.user2_partner, self.partner.message_partner_ids)
|
||||
self.assertNotIn(self.user_partner, self.partner_child_2.message_partner_ids)
|
||||
self.assertIn(self.user2_partner, self.partner_child_2.message_partner_ids)
|
||||
|
||||
def test_partner_fields_view_get(self):
|
||||
res = self.env["res.partner"].get_view(
|
||||
view_id=self.ref("base.view_partner_form")
|
||||
)
|
||||
eview = etree.fromstring(res["arch"])
|
||||
xml_fields = eview.xpath("//field[@name='child_ids']")
|
||||
self.assertTrue(xml_fields)
|
||||
self.assertTrue("default_team_id" in xml_fields[0].get("context", ""))
|
||||
|
||||
def test_partner_permissions(self):
|
||||
self._check_whole_permission_set()
|
||||
|
||||
def test_partner_permissions_subscription(self):
|
||||
self.check_permission_subscribe = True
|
||||
self._check_permission(self.user2, False, True)
|
||||
|
||||
def test_partner_permissions_own_partner(self):
|
||||
self.user.partner_id.write({"user_id": self.user2.id})
|
||||
domain = [("id", "in", self.user.partner_id.ids)]
|
||||
Partner = self.env["res.partner"].with_user(self.user)
|
||||
# Make sure the acces is not due to the subscription
|
||||
self.partner.message_unsubscribe(partner_ids=self.user.partner_id.ids)
|
||||
self.assertEqual(bool(Partner.search(domain)), True)
|
||||
|
|
@ -0,0 +1,14 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record id="view_partner_form" model="ir.ui.view">
|
||||
<field name="name">Partner form (with sales info in contacts)</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='child_ids']/form" position="inside">
|
||||
<field name="user_id" invisible="1" />
|
||||
<field name="team_id" invisible="1" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Loading…
Add table
Add a link
Reference in a new issue