diff --git a/sales_team_operating_unit/README.rst b/sales_team_operating_unit/README.rst new file mode 100644 index 0000000000..3dc8b0d63d --- /dev/null +++ b/sales_team_operating_unit/README.rst @@ -0,0 +1,91 @@ +========================= +Sales Team Operating Unit +========================= + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:78fb292c8f1e1718ad7edc8d1f1199839efe327922a48f467289551d4ab071b9 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/18.0/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-18-0/operating-unit-18-0-sales_team_operating_unit + :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/operating-unit&target_branch=18.0 + :alt: Try me on Runboat + +|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 to smash it by providing a detailed and welcomed +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* ForgeFlow +* SerpentCS + +Contributors +------------ + +- Jordi Ballester Alomar +- Serpent Consulting Services Pvt. Ltd. +- Jarsa Sistemas +- ``Heliconia Solutions 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 0000000000..44f9fd7c13 --- /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 0000000000..e85cdd3259 --- /dev/null +++ b/sales_team_operating_unit/__manifest__.py @@ -0,0 +1,15 @@ +# Copyright 2016-17 ForgeFlow S.L. (http://www.forgeflow.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": "18.0.1.0.0", + "author": "ForgeFlow, 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/es_AR.po b/sales_team_operating_unit/i18n/es_AR.po new file mode 100644 index 0000000000..1a816736b3 --- /dev/null +++ b/sales_team_operating_unit/i18n/es_AR.po @@ -0,0 +1,35 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sales_team_operating_unit +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 15.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2022-08-06 20:07+0000\n" +"Last-Translator: Ignacio Buioli \n" +"Language-Team: none\n" +"Language: es_AR\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 4.3.2\n" + +#. 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 "Unidad Operativa" + +#. module: sales_team_operating_unit +#: model:ir.model,name:sales_team_operating_unit.model_crm_team +msgid "Sales Team" +msgstr "Equipo de Ventas" + +#, python-format +#~ msgid "" +#~ "Configuration error, The Company in the Sales Team and in the Operating " +#~ "Unit must be the same." +#~ msgstr "" +#~ "Error de configuración, La Compañía en el Equipo de Ventas y en la Unidad " +#~ "Operativa debe ser la misma." diff --git a/sales_team_operating_unit/i18n/es_MX.po b/sales_team_operating_unit/i18n/es_MX.po new file mode 100644 index 0000000000..7924d5fef0 --- /dev/null +++ b/sales_team_operating_unit/i18n/es_MX.po @@ -0,0 +1,35 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sales_team_operating_unit +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 13.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2020-02-15 14:13+0000\n" +"Last-Translator: Jesús Alan Ramos Rodríguez \n" +"Language-Team: none\n" +"Language: es_MX\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 3.10\n" + +#. 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 "Unidad Operativa" + +#. module: sales_team_operating_unit +#: model:ir.model,name:sales_team_operating_unit.model_crm_team +msgid "Sales Team" +msgstr "Equipo de Ventas" + +#, python-format +#~ msgid "" +#~ "Configuration error, The Company in the Sales Team and in the Operating " +#~ "Unit must be the same." +#~ msgstr "" +#~ "Error de configuración. La Empresa en el Equipo de Ventas y en la Unidad " +#~ "Operativa debe ser la misma." diff --git a/sales_team_operating_unit/i18n/it.po b/sales_team_operating_unit/i18n/it.po new file mode 100644 index 0000000000..cbdfc7c78e --- /dev/null +++ b/sales_team_operating_unit/i18n/it.po @@ -0,0 +1,35 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sales_team_operating_unit +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 16.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-01-19 07:35+0000\n" +"Last-Translator: mymage \n" +"Language-Team: none\n" +"Language: it\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 4.17\n" + +#. module: sales_team_operating_unit +#: model:ir.model.fields,field_description:sales_team_operating_unit.field_crm_team__operating_unit_id +msgid "Operating Unit" +msgstr "Unità operativa" + +#. module: sales_team_operating_unit +#: model:ir.model,name:sales_team_operating_unit.model_crm_team +msgid "Sales Team" +msgstr "Team di vendita" + +#, python-format +#~ msgid "" +#~ "Configuration error, The Company in the Sales Team and in the Operating " +#~ "Unit must be the same." +#~ msgstr "" +#~ "Errore di configurazione. L'azienda nel team vendite e nell'unità " +#~ "operativa deve essere la stessa." 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 0000000000..7d6e3198d5 --- /dev/null +++ b/sales_team_operating_unit/i18n/sales_team_operating_unit.pot @@ -0,0 +1,24 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sales_team_operating_unit +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\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 +#: 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 Team" +msgstr "" diff --git a/sales_team_operating_unit/models/__init__.py b/sales_team_operating_unit/models/__init__.py new file mode 100644 index 0000000000..cbef6fad34 --- /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 0000000000..08ea313d42 --- /dev/null +++ b/sales_team_operating_unit/models/crm_team.py @@ -0,0 +1,15 @@ +# Copyright 2016-17 ForgeFlow S.L. (http://www.forgeflow.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 fields, models + + +class CrmTeam(models.Model): + _inherit = "crm.team" + + operating_unit_id = fields.Many2one( + "operating.unit", + default=lambda self: self.env["res.users"]._get_default_operating_unit(), + check_company=True, + ) diff --git a/sales_team_operating_unit/pyproject.toml b/sales_team_operating_unit/pyproject.toml new file mode 100644 index 0000000000..4231d0cccb --- /dev/null +++ b/sales_team_operating_unit/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/sales_team_operating_unit/readme/CONTRIBUTORS.md b/sales_team_operating_unit/readme/CONTRIBUTORS.md new file mode 100644 index 0000000000..5884257090 --- /dev/null +++ b/sales_team_operating_unit/readme/CONTRIBUTORS.md @@ -0,0 +1,4 @@ +- Jordi Ballester Alomar \<\> +- Serpent Consulting Services Pvt. Ltd. \<\> +- Jarsa Sistemas \<\> +- `Heliconia Solutions Pvt. Ltd. `_ diff --git a/sales_team_operating_unit/readme/DESCRIPTION.md b/sales_team_operating_unit/readme/DESCRIPTION.md new file mode 100644 index 0000000000..183df42dd8 --- /dev/null +++ b/sales_team_operating_unit/readme/DESCRIPTION.md @@ -0,0 +1,7 @@ +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.md b/sales_team_operating_unit/readme/USAGE.md new file mode 100644 index 0000000000..20149499eb --- /dev/null +++ b/sales_team_operating_unit/readme/USAGE.md @@ -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 0000000000..fb3c19c4df --- /dev/null +++ b/sales_team_operating_unit/security/crm_security.xml @@ -0,0 +1,19 @@ + + + + + + + ['|',('operating_unit_id','=',False),('operating_unit_id','in', + operating_unit_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 0000000000..3a0328b516 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 0000000000..7dcef1e5be --- /dev/null +++ b/sales_team_operating_unit/static/description/index.html @@ -0,0 +1,439 @@ + + + + + +Sales Team Operating Unit + + + +
+

Sales Team Operating Unit

+ + +

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

+

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 to smash it by providing a detailed and welcomed +feedback.

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • ForgeFlow
    • +
  • 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 0000000000..f7d19800c2 --- /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 0000000000..669f5a163e --- /dev/null +++ b/sales_team_operating_unit/tests/test_crm_team_operating_unit.py @@ -0,0 +1,76 @@ +# Copyright 2016-17 ForgeFlow S.L. (http://www.forgeflow.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): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.res_users_model = cls.env["res.users"].with_context( + tracking_disable=True, no_reset_password=True + ) + cls.crm_team_model = cls.env["crm.team"] + # Groups + cls.grp_sale_mngr = cls.env.ref("sales_team.group_sale_manager") + cls.grp_user = cls.env.ref("operating_unit.group_multi_operating_unit") + # Company + cls.company = cls.env.ref("base.main_company") + # Main Operating Unit + cls.ou1 = cls.env.ref("operating_unit.main_operating_unit") + # B2C Operating Unit + cls.b2c = cls.env.ref("operating_unit.b2c_operating_unit") + # Create User 1 with Main OU + + cls.user1 = cls._create_user( + "user_1", [cls.grp_sale_mngr, cls.grp_user], cls.company, [cls.ou1] + ) + # Create User 2 with B2C OU + cls.user2 = cls._create_user( + "user_2", [cls.grp_sale_mngr, cls.grp_user], cls.company, [cls.b2c] + ) + # Create CRM teams + cls.team1 = cls._create_crm_team(cls.user1.id, cls.ou1) + cls.team2 = cls._create_crm_team(cls.user2.id, cls.b2c) + + @classmethod + def _create_user(cls, login, groups, company, operating_units, context=None): + """Create a user.""" + group_ids = [group.id for group in groups] + user = cls.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 + + @classmethod + def _create_crm_team(cls, uid, operating_unit): + """Create a Sales Team.""" + crm = cls.crm_team_model.with_user(uid).create( + { + "name": "CRM team", + "operating_unit_id": operating_unit.id, + "company_id": cls.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, [], f"User 2 should not have access to {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 0000000000..f2656bc2b6 --- /dev/null +++ b/sales_team_operating_unit/views/crm_team_view.xml @@ -0,0 +1,56 @@ + + + + + Case Teams - Search + crm.team + + + + + + + + + crm.team.form + crm.team + + + + + + + + + + crm.team.tree + crm.team + + + + + + + + +