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[PATCH 01/23] sales_team_operating_unit (OCA#35)
* [ADD] sales_team_operating_unit
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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 | ||
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========================= | ||
Sales Team Operating Unit | ||
========================= | ||
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This module introduces the following features: | ||
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* Adds the Operating Unit (OU) to the Sales Team. | ||
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* The user's default Operating Unit (OU) is proposed at the time of creating | ||
the Sales Team. | ||
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* 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. | ||
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Usage | ||
===== | ||
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.. 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 | ||
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Bug Tracker | ||
=========== | ||
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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. | ||
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Credits | ||
======= | ||
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Images | ||
------ | ||
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. | ||
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Contributors | ||
------------ | ||
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* Jordi Ballester Alomar <jordi.ballester@eficent.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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. | ||
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To contribute to this module, please visit https://odoo-community.org. |
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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). | ||
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from . import models |
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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). | ||
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{ | ||
"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, | ||
} |
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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). | ||
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from . import crm_team |
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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 | ||
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class CRMTeam(models.Model): | ||
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_inherit = 'crm.team' | ||
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operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit', | ||
default=lambda self: | ||
self.env['res.users']. | ||
operating_unit_default_get(self._uid)) |
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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"> | ||
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<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> | ||
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</data> | ||
</odoo> |
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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). | ||
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from . import test_crm_team_operating_unit |
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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). | ||
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from openerp.tests import common | ||
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class TestSaleTeamOperatingUnit(common.TransactionCase): | ||
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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) | ||
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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 | ||
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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 | ||
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def test_crm_team(self): | ||
# User 2 is only assigned to B2C Operating Unit, and cannot | ||
# access CRM teams for Main Operating Unit. | ||
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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) |
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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> | ||
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<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> | ||
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<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> | ||
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<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> | ||
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</data> | ||
</openerp> |