Merge PR #2602 into 16.0

Signed-off-by pedrobaeza

sales_team_security/README.rst

@@ -0,0 +1,148 @@
+===============================================
+Sales documents permissions by channels (teams)
+===============================================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/16.0/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-16-0/sale-workflow-16-0-sales_team_security
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/167/16.0
+    :alt: Try me on Runbot
+
+|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
+=============
+
+#. Go to *Configuration > Users & Companies > Users*.
+#. Open or create a user.
+#. 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 smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2016.0%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/16.0/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

@@ -0,0 +1,4 @@
+# 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

@@ -0,0 +1,19 @@
+# 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": "16.0.1.0.0",
+    "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

@@ -0,0 +1,46 @@
+# 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 SUPERUSER_ID, api
+
+
+def post_init_hook(cr, registry):
+    """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.
+    """
+    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(cr, registry):  # pragma: no cover
+    """At uninstall, revert changes made to record rules"""
+    with api.Environment.manage():
+        env = api.Environment(cr, SUPERUSER_ID, {})
+        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
+    with api.Environment.manage():
+        env = api.Environment(cr, SUPERUSER_ID, {})
+        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

@@ -0,0 +1,66 @@
+# 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"
+"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

@@ -0,0 +1,68 @@
+# 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: 2023-03-20 12:23+0000\n"
+"Last-Translator: Francesco Foresti <[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 4.14.1\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 ""
+
+#. module: sales_team_security
+#: model:res.groups,name:sales_team_security.group_sale_team_manager
+msgid "User: Team Documents Only"
+msgstr ""