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odoo-addon-sales-team-security

New group for seeing only sales channel's documents

18.0.1.0.0.3
PyPI
Maintainers
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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: sha256:24b329b5d549776cc4304d55a06f0257822eea382c56b85bbc9e0cba29843d6a !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/18.0/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-18-0/sale-workflow-18-0-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=18.0 :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 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 assigned.
  • Contacts with them as salesman.
  • 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 syncs 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 the 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:%2018.0%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
    • Carlos Lopez
  • Guadaltech <https://www.guadaltech.es>__:

    • Ramón Bajona
  • Iván Todorovich ivan.todorovich@gmail.com

  • Pesol <https://www.pesol.es>__:

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/18.0/sales_team_security>_ project on GitHub.

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

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