Merge PR #692 into 17.0

Signed-off-by AaronHForgeFlow

crm_operating_unit/README.rst

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+=====================
+Operating Unit in CRM
+=====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4d330965e116d2f84bc1078025e9bdef627786ca6406c2f2e93f21c3929d946a
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/17.0/crm_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-17-0/operating-unit-17-0-crm_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=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module introduces the following features:
+
+-  Adds the Operating Unit (OU) to the Lead.
+-  The user’s default Operating Unit (OU) is proposed at the time of
+   creating the Lead / Opportunity.
+-  Security rules are defined to ensure that users can only see the
+   Opportunity / Lead of that Operating Units in which they are allowed
+   access to.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+
+
+Bug Tracker
+===========
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20crm_operating_unit%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
+-------
+
+* ForgeFlow
+* Serpent Consulting Services Pvt. Ltd.
+
+Contributors
+------------
+
+-  ForgeFlow S.L. <[email protected]>
+-  Serpent Consulting Services Pvt. Ltd. <[email protected]>
+-  Jarsa Sistemas, S.A. de C.V. <[email protected]>
+-  Tran Thanh Trai <[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.
+
+This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/17.0/crm_operating_unit>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_operating_unit/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import models

crm_operating_unit/__manifest__.py

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+# © 2015-19 ForgeFlow S.L. - Jordi Ballester Alomar
+# © 2015-17 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+{
+    "name": "Operating Unit in CRM",
+    "version": "17.0.1.0.0",
+    "author": "ForgeFlow, "
+    "Serpent Consulting Services Pvt. Ltd.,"
+    "Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "website": "https://github.com/OCA/operating-unit",
+    "category": "Sales",
+    "depends": ["crm", "sales_team_operating_unit"],
+    "data": ["views/crm_lead_view.xml", "security/crm_security.xml"],
+    "installable": True,
+}

crm_operating_unit/i18n/crm_operating_unit.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_operating_unit
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\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: crm_operating_unit
+#: model:ir.model,name:crm_operating_unit.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr ""
+
+#. module: crm_operating_unit
+#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
+msgid "Operating Unit"
+msgstr ""

crm_operating_unit/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_operating_unit
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 13.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2023-11-02 19:37+0000\n"
+"Last-Translator: Ivorra78 <[email protected]>\n"
+"Language-Team: none\n"
+"Language: es\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: crm_operating_unit
+#: model:ir.model,name:crm_operating_unit.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Iniciativa/Oportundad"
+
+#. module: crm_operating_unit
+#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
+msgid "Operating Unit"
+msgstr "Unidad Operativa"

crm_operating_unit/i18n/es_MX.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_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 <[email protected]>\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: crm_operating_unit
+#: model:ir.model,name:crm_operating_unit.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Iniciativa/Oportunidad"
+
+#. module: crm_operating_unit
+#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
+msgid "Operating Unit"
+msgstr "Unidad Operativa"

crm_operating_unit/i18n/fr.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_operating_unit
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2022-06-28 11:05+0000\n"
+"Last-Translator: Khalid Hazam <[email protected]>\n"
+"Language-Team: none\n"
+"Language: fr\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: crm_operating_unit
+#: model:ir.model,name:crm_operating_unit.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Piste/Opportunité"
+
+#. module: crm_operating_unit
+#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
+msgid "Operating Unit"
+msgstr "Unité opérationnelle"
+
+#~ msgid "Display Name"
+#~ msgstr "Nom affiché"
+
+#~ msgid "ID"
+#~ msgstr "Id"
+
+#~ msgid "Last Modified on"
+#~ msgstr "Dernière modification le"

crm_operating_unit/models/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import crm_lead

crm_operating_unit/models/crm_lead.py

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+# © 2015-19 ForgeFlow S.L. - Jordi Ballester Alomar
+# © 2015-17 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+from odoo import api, fields, models
+
+
+class CRMLead(models.Model):
+    _inherit = "crm.lead"
+
+    @api.model
+    def _get_default_operating_unit(self):
+        team = self.env["crm.team"]._get_default_team_id()
+        if team.operating_unit_id:
+            return team.operating_unit_id
+        return self.env["res.users"].operating_unit_default_get(self._uid)
+
+    operating_unit_id = fields.Many2one(
+        "operating.unit",
+        "Operating Unit",
+        related="team_id.operating_unit_id",
+        default=_get_default_operating_unit,
+    )

crm_operating_unit/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_operating_unit/readme/CONTRIBUTORS.md

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+- ForgeFlow S.L. \<<[email protected]>\>
+- Serpent Consulting Services Pvt. Ltd. \<<[email protected]>\>
+- Jarsa Sistemas, S.A. de C.V. \<<[email protected]>\>
+- Tran Thanh Trai \<<[email protected]>\>

crm_operating_unit/readme/DESCRIPTION.md

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+This module introduces the following features:
+
+- Adds the Operating Unit (OU) to the Lead.
+- The user’s default Operating Unit (OU) is proposed at the time of
+  creating the Lead / Opportunity.
+- Security rules are defined to ensure that users can only see the
+  Opportunity / Lead of that Operating Units in which they are allowed
+  access to.

crm_operating_unit/readme/USAGE.md

@@ -0,0 +1 @@
+

crm_operating_unit/security/crm_security.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2016-19 ForgeFlow S.L.
+     Serpent Consulting Services Pvt. Ltd.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
+<odoo>
+    <record id="ir_rule_crm_lead_allowed_operating_units" model="ir.rule">
+        <field name="model_id" ref="crm.model_crm_lead" />
+        <field name="domain_force">
+            ['|',('operating_unit_id','=',False),('operating_unit_id','in',operating_unit_ids)]
+        </field>
+        <field name="name">Leads 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>
+</odoo>