sales_team_operating_unit (OCA#35)

* [ADD] sales_team_operating_unit

sales_team_operating_unit/README.rst

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+.. image:: https://img.shields.io/badge/license-LGPLv3-blue.svg
+   :target: https://www.gnu.org/licenses/lgpl.html
+   :alt: License: LGPL-3
+
+=========================
+Sales Team Operating Unit
+=========================
+
+This module introduces the following features:
+
+* Adds the Operating Unit (OU) to the Sales Team.
+
+* The user's default Operating Unit (OU) is proposed at the time of creating
+  the Sales Team.
+
+* Security rules are defined to ensure that users can only see the Sales Team
+  of that Operating Units in which they are allowed access to.
+
+
+Usage
+=====
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/213/9.0
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/operating-unit/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* Jordi Ballester Alomar <jordi.ballester@eficent.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

sales_team_operating_unit/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import models

sales_team_operating_unit/__openerp__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+{
+    "name": "Sales Team Operating Unit",
+    "version": "9.0.1.0.0",
+    "author": "Eficent, "
+              "Serpent Consulting Services Pvt. Ltd.,"
+              "Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "website": "http://www.eficent.com",
+    "category": "Sales",
+    "depends": ["sales_team", "operating_unit"],
+    "data": [
+        "views/crm_team_view.xml",
+        "security/crm_security.xml",
+    ],
+    'installable': True,
+}

sales_team_operating_unit/models/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import crm_team

sales_team_operating_unit/models/crm_team.py

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+# -*- coding: utf-8 -*-
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+from openerp import fields, models
+
+
+class CRMTeam(models.Model):
+
+    _inherit = 'crm.team'
+
+    operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit',
+                                        default=lambda self:
+                                        self.env['res.users'].
+                                        operating_unit_default_get(self._uid))

sales_team_operating_unit/security/crm_security.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2016 Eficent Business and IT Consulting Services S.L.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
+<odoo>
+    <data noupdate="0">
+
+        <record id="ir_rule_crm_team_allowed_operating_units"
+                model="ir.rule">
+            <field name="model_id" ref="sales_team.model_crm_team"/>
+            <field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in',[g.id for g in user.operating_unit_ids])]</field>
+            <field name="name">Sales Teams from allowed operating units</field>
+            <field name="global" eval="True"/>
+            <field eval="0" name="perm_unlink"/>
+            <field eval="0" name="perm_write"/>
+            <field eval="1" name="perm_read"/>
+            <field eval="0" name="perm_create"/>
+        </record>
+
+    </data>
+</odoo>

sales_team_operating_unit/tests/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import test_crm_team_operating_unit

sales_team_operating_unit/tests/test_crm_team_operating_unit.py

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+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from openerp.tests import common
+
+
+class TestSaleTeamOperatingUnit(common.TransactionCase):
+
+    def setUp(self):
+        super(TestSaleTeamOperatingUnit, self).setUp()
+        self.res_users_model = self.env['res.users']
+        self.crm_team_model = self.registry('crm.team')
+        # Groups
+        self.grp_sale_mngr = self.env.ref('base.group_sale_manager')
+        self.grp_user = self.env.ref('base.group_user')
+        # Company
+        self.company = self.env.ref('base.main_company')
+        # Main Operating Unit
+        self.ou1 = self.env.ref('operating_unit.main_operating_unit')
+        # B2C Operating Unit
+        self.b2c = self.env.ref('operating_unit.b2c_operating_unit')
+        # Create User 1 with Main OU
+        self.user1 = self._create_user('user_1', [self.grp_sale_mngr,
+                                                  self.grp_user], self.company,
+                                       [self.ou1])
+        # Create User 2 with B2C OU
+        self.user2 = self._create_user('user_2', [self.grp_sale_mngr,
+                                                  self.grp_user], self.company,
+                                       [self.b2c])
+        # Create CRM teams
+        self.team1 = self._create_crm_team(self.user1.id, self.ou1)
+        self.team2 = self._create_crm_team(self.user2.id, self.b2c)
+
+    def _create_user(self, login, groups, company, operating_units,
+                     context=None):
+        """ Create a user. """
+        group_ids = [group.id for group in groups]
+        user = self.res_users_model.create({
+            'name': 'Test User',
+            'login': login,
+            'password': 'demo',
+            'email': 'test@yourcompany.com',
+            'company_id': company.id,
+            'company_ids': [(4, company.id)],
+            'operating_unit_ids': [(4, ou.id) for ou in operating_units],
+            'groups_id': [(6, 0, group_ids)]
+        })
+        return user
+
+    def _create_crm_team(self, uid, operating_unit):
+        """Create a sale order."""
+        context = {'mail_create_nosubscribe': True}
+        crm = self.crm_team_model.create(self.cr, uid,
+                                         {'name': 'CRM team',
+                                          'operating_unit_id':
+                                              operating_unit.id},
+                                         context=context)
+        return crm
+
+    def test_crm_team(self):
+        # User 2 is only assigned to B2C Operating Unit, and cannot
+        # access CRM teams for Main Operating Unit.
+
+        team = self.crm_team_model.search(
+            self.cr, self.user2.id, [('id', '=', self.team1),
+                                     ('operating_unit_id', '=', self.ou1.id)])
+        self.assertEqual(team, [], 'User 2 should not have access to '
+                         '%s' % self.ou1.name)

sales_team_operating_unit/views/crm_team_view.xml

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+<?xml version="1.0"?>
+<!-- Copyright 2016 Eficent Business and IT Consulting Services S.L.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
+<openerp>
+    <data>
+
+        <record id="crm_team_salesteams_search" model="ir.ui.view">
+            <field name="name">Case Teams - Search</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id"
+                   ref="sales_team.crm_team_salesteams_search"/>
+            <field name="arch" type="xml">
+                <field name="code" position="after">
+                    <field name="operating_unit_id" groups="operating_unit.group_multi_operating_unit"/>
+                </field>
+            </field>
+        </record>
+
+         <record id="crm_team_view_form" model="ir.ui.view">
+            <field name="name">crm.team.form</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+            <field name="arch" type="xml">
+                <page name="more_info" position="inside">
+                    <group string="Operating Unit" name="group_operating_unit"
+                           groups="operating_unit.group_multi_operating_unit">
+                        <field name="operating_unit_id" domain = "[('company_id','=', company_id)]" options="{'no_create': True}"/>
+                    </group>
+                </page>
+            </field>
+        </record>
+
+        <record id="crm_team_view_tree" model="ir.ui.view">
+            <field name="name">crm.team.tree</field>
+            <field name="model">crm.team</field>
+            <field name="inherit_id"
+                   ref="sales_team.crm_team_view_tree"/>
+            <field name="arch" type="xml">
+                <field name="user_id" position="after">
+                    <field name="operating_unit_id" groups="operating_unit.group_multi_operating_unit"/>
+                </field>
+            </field>
+        </record>
+
+    </data>
+</openerp>