[17.0][MIG] sales_team_security

sales_team_security/README.rst

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+===============================================
+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/17.0/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-17-0/sale-workflow-17-0-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=17.0
+    :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
+=============
+
+1. Go to *Configuration > Users & Companies > Users*.
+2. Open or create a user.
+3. 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:%2017.0%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 <[email protected]>
+-  `Pesol <https://www.pesol.es>`__:
+
+   -  Jonathan Oscategui Taza <[email protected]>
+
+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/17.0/sales_team_security>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sales_team_security/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
+from .hooks import post_init_hook, uninstall_hook

sales_team_security/__manifest__.py

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+# 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": "17.0.1.0.0",
+    "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",
+}

sales_team_security/hooks.py

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+# 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 api
+
+
+def post_init_hook(env):
+    """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.
+    """
+    env.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(env):  # pragma: no cover
+    """At uninstall, revert changes made to record rules"""
+    with api.Environment.manage():
+        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
+    partners = env["res.partner"].search(
+        [
+            ("parent_id", "=", False),
+            ("is_company", "=", True),
+            "|",
+            ("user_id", "!=", False),
+            ("child_ids.user_id", "!=", False),
+        ]
+    )
+    partners._add_followers_from_salesmans()

sales_team_security/i18n/es.po

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+# 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"

sales_team_security/i18n/it.po

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+# 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 <[email protected]>\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"