diff --git a/.isort.cfg b/.isort.cfg index 5751c40dd..98b216f74 100644 --- a/.isort.cfg +++ b/.isort.cfg @@ -9,4 +9,4 @@ line_length=88 known_odoo=odoo known_odoo_addons=odoo.addons sections=FUTURE,STDLIB,THIRDPARTY,ODOO,ODOO_ADDONS,FIRSTPARTY,LOCALFOLDER -known_third_party= +known_third_party=setuptools diff --git a/sales_team_operating_unit/README.rst b/sales_team_operating_unit/README.rst new file mode 100644 index 000000000..17f192f6b --- /dev/null +++ b/sales_team_operating_unit/README.rst @@ -0,0 +1,88 @@ +========================= +Sales Team Operating Unit +========================= + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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-LGPL--3-blue.png + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github + :target: https://github.com/OCA/operating-unit/tree/12.0/sales_team_operating_unit + :alt: OCA/operating-unit +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/operating-unit-12-0/operating-unit-12-0-sales_team_operating_unit + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/213/12.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +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. + +**Table of contents** + +.. contents:: + :local: + +Usage +===== + +Add the operating unit to sales team + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Eficent +* SerpentCS + +Contributors +~~~~~~~~~~~~ + +* Jordi Ballester Alomar +* Serpent Consulting Services Pvt. Ltd. + +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. + +This module is part of the `OCA/operating-unit `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/sales_team_operating_unit/__init__.py b/sales_team_operating_unit/__init__.py new file mode 100644 index 000000000..44f9fd7c1 --- /dev/null +++ b/sales_team_operating_unit/__init__.py @@ -0,0 +1,3 @@ +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). + +from . import models diff --git a/sales_team_operating_unit/__manifest__.py b/sales_team_operating_unit/__manifest__.py new file mode 100644 index 000000000..2b90b1489 --- /dev/null +++ b/sales_team_operating_unit/__manifest__.py @@ -0,0 +1,16 @@ +# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. +# (http://www.eficent.com) +# Copyright 2017-TODAY Serpent Consulting Services Pvt. Ltd. +# () +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). +{ + "name": "Sales Team Operating Unit", + "version": "13.0.1.0.0", + "author": "Eficent, SerpentCS, Odoo Community Association (OCA)", + "license": "LGPL-3", + "website": "https://github.com/OCA/operating-unit", + "category": "Sales", + "depends": ["sales_team", "operating_unit"], + "data": ["security/crm_security.xml", "views/crm_team_view.xml"], + "installable": True, +} diff --git a/sales_team_operating_unit/i18n/sales_team_operating_unit.pot b/sales_team_operating_unit/i18n/sales_team_operating_unit.pot new file mode 100644 index 000000000..cc83ce4c7 --- /dev/null +++ b/sales_team_operating_unit/i18n/sales_team_operating_unit.pot @@ -0,0 +1,31 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sales_team_operating_unit +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 12.0\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_operating_unit +#: code:addons/sales_team_operating_unit/models/crm_team.py:25 +#, python-format +msgid "Configuration error, The Company in the Sales Team and in the Operating Unit must be the same." +msgstr "" + +#. module: sales_team_operating_unit +#: model:ir.model.fields,field_description:sales_team_operating_unit.field_crm_team__operating_unit_id +msgid "Operating Unit" +msgstr "" + +#. module: sales_team_operating_unit +#: model:ir.model,name:sales_team_operating_unit.model_crm_team +msgid "Sales Channels" +msgstr "" + diff --git a/sales_team_operating_unit/models/__init__.py b/sales_team_operating_unit/models/__init__.py new file mode 100644 index 000000000..cbef6fad3 --- /dev/null +++ b/sales_team_operating_unit/models/__init__.py @@ -0,0 +1,3 @@ +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). + +from . import crm_team diff --git a/sales_team_operating_unit/models/crm_team.py b/sales_team_operating_unit/models/crm_team.py new file mode 100644 index 000000000..2a93b98ab --- /dev/null +++ b/sales_team_operating_unit/models/crm_team.py @@ -0,0 +1,33 @@ +# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. +# (http://www.eficent.com) +# Copyright 2017-TODAY Serpent Consulting Services Pvt. Ltd. +# () +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). +from odoo import _, api, fields, models +from odoo.exceptions import UserError + + +class CrmTeam(models.Model): + + _inherit = "crm.team" + + operating_unit_id = fields.Many2one( + "operating.unit", + default=lambda self: self.env["res.users"].operating_unit_default_get(), + ) + + @api.constrains("operating_unit_id", "company_id") + def _check_company_operating_unit(self): + for team in self: + if ( + team.company_id + and team.operating_unit_id + and team.company_id != team.operating_unit_id.company_id + ): + raise UserError( + _( + "Configuration error, " + "The Company in the Sales Team and in the " + "Operating Unit must be the same." + ) + ) diff --git a/sales_team_operating_unit/readme/CONTRIBUTORS.rst b/sales_team_operating_unit/readme/CONTRIBUTORS.rst new file mode 100644 index 000000000..af72f095b --- /dev/null +++ b/sales_team_operating_unit/readme/CONTRIBUTORS.rst @@ -0,0 +1,3 @@ +* Jordi Ballester Alomar +* Serpent Consulting Services Pvt. Ltd. +* Jarsa Sistemas diff --git a/sales_team_operating_unit/readme/DESCRIPTION.rst b/sales_team_operating_unit/readme/DESCRIPTION.rst new file mode 100644 index 000000000..26f0446b9 --- /dev/null +++ b/sales_team_operating_unit/readme/DESCRIPTION.rst @@ -0,0 +1,9 @@ +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. diff --git a/sales_team_operating_unit/readme/USAGE.rst b/sales_team_operating_unit/readme/USAGE.rst new file mode 100644 index 000000000..20149499e --- /dev/null +++ b/sales_team_operating_unit/readme/USAGE.rst @@ -0,0 +1 @@ +Add the operating unit to sales team diff --git a/sales_team_operating_unit/security/crm_security.xml b/sales_team_operating_unit/security/crm_security.xml new file mode 100644 index 000000000..37f569860 --- /dev/null +++ b/sales_team_operating_unit/security/crm_security.xml @@ -0,0 +1,19 @@ + + + + + + + ['|',('operating_unit_id','=',False),('operating_unit_id','in', user.operating_unit_ids.ids)] + Sales Teams from allowed operating units + + + + + + + + diff --git a/sales_team_operating_unit/static/description/icon.png b/sales_team_operating_unit/static/description/icon.png new file mode 100644 index 000000000..3a0328b51 Binary files /dev/null and b/sales_team_operating_unit/static/description/icon.png differ diff --git a/sales_team_operating_unit/static/description/index.html b/sales_team_operating_unit/static/description/index.html new file mode 100644 index 000000000..62c65fae2 --- /dev/null +++ b/sales_team_operating_unit/static/description/index.html @@ -0,0 +1,433 @@ + + + + + + +Sales Team Operating Unit + + + +
+

Sales Team Operating Unit

+ + +

Beta License: LGPL-3 OCA/operating-unit Translate me on Weblate Try me on Runbot

+

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.
    • +
+

Table of contents

+ +
+

Usage

+

Add the operating unit to sales team

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Eficent
    • +
  • SerpentCS
    • +
+
+
+

Contributors

+ +
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

This module is part of the OCA/operating-unit project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/sales_team_operating_unit/tests/__init__.py b/sales_team_operating_unit/tests/__init__.py new file mode 100644 index 000000000..f7d19800c --- /dev/null +++ b/sales_team_operating_unit/tests/__init__.py @@ -0,0 +1,3 @@ +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). + +from . import test_crm_team_operating_unit diff --git a/sales_team_operating_unit/tests/test_crm_team_operating_unit.py b/sales_team_operating_unit/tests/test_crm_team_operating_unit.py new file mode 100644 index 000000000..2e9e1cfcb --- /dev/null +++ b/sales_team_operating_unit/tests/test_crm_team_operating_unit.py @@ -0,0 +1,74 @@ +# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. +# (http://www.eficent.com) +# Copyright 2017-TODAY Serpent Consulting Services Pvt. Ltd. +# () +# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). +from odoo.tests import common + + +class TestSaleTeamOperatingUnit(common.TransactionCase): + def setUp(self): + super(TestSaleTeamOperatingUnit, self).setUp() + self.res_users_model = self.env["res.users"].with_context( + tracking_disable=True, no_reset_password=True + ) + self.crm_team_model = self.env["crm.team"] + # Groups + self.grp_sale_mngr = self.env.ref("sales_team.group_sale_manager") + self.grp_user = self.env.ref("operating_unit.group_multi_operating_unit") + # 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 Sales Team.""" + crm = self.crm_team_model.with_user(uid).create( + { + "name": "CRM team", + "operating_unit_id": operating_unit.id, + "company_id": self.company.id, + } + ) + 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.with_user(self.user2.id).search( + [("id", "=", self.team1.id), ("operating_unit_id", "=", self.ou1.id)] + ) + self.assertEqual( + team.ids, [], "User 2 should not have access to " "%s" % self.ou1.name + ) diff --git a/sales_team_operating_unit/views/crm_team_view.xml b/sales_team_operating_unit/views/crm_team_view.xml new file mode 100644 index 000000000..14f45adec --- /dev/null +++ b/sales_team_operating_unit/views/crm_team_view.xml @@ -0,0 +1,43 @@ + + + + + + Case Teams - Search + crm.team + + + + + + + + + + crm.team.form + crm.team + + + + + + + + + + crm.team.tree + crm.team + + + + + + + + +