diff --git a/crm_operating_unit/README.rst b/crm_operating_unit/README.rst new file mode 100644 index 0000000000..ed838c6655 --- /dev/null +++ b/crm_operating_unit/README.rst @@ -0,0 +1,92 @@ +===================== +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 `_. +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 +* Serpent Consulting Services Pvt. Ltd. + +Contributors +------------ + +- ForgeFlow S.L. +- Serpent Consulting Services Pvt. Ltd. +- Jarsa Sistemas, S.A. de C.V. +- Tran Thanh Trai + +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/crm_operating_unit/__init__.py b/crm_operating_unit/__init__.py new file mode 100644 index 0000000000..44f9fd7c13 --- /dev/null +++ b/crm_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/crm_operating_unit/__manifest__.py b/crm_operating_unit/__manifest__.py new file mode 100644 index 0000000000..054556cb72 --- /dev/null +++ b/crm_operating_unit/__manifest__.py @@ -0,0 +1,17 @@ +# © 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, +} diff --git a/crm_operating_unit/i18n/crm_operating_unit.pot b/crm_operating_unit/i18n/crm_operating_unit.pot new file mode 100644 index 0000000000..52da42954b --- /dev/null +++ b/crm_operating_unit/i18n/crm_operating_unit.pot @@ -0,0 +1,24 @@ +# 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 "" diff --git a/crm_operating_unit/i18n/es.po b/crm_operating_unit/i18n/es.po new file mode 100644 index 0000000000..f7339bfd99 --- /dev/null +++ b/crm_operating_unit/i18n/es.po @@ -0,0 +1,27 @@ +# 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 \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" diff --git a/crm_operating_unit/i18n/es_MX.po b/crm_operating_unit/i18n/es_MX.po new file mode 100644 index 0000000000..6a4d4caa90 --- /dev/null +++ b/crm_operating_unit/i18n/es_MX.po @@ -0,0 +1,27 @@ +# 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 \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" diff --git a/crm_operating_unit/i18n/fr.po b/crm_operating_unit/i18n/fr.po new file mode 100644 index 0000000000..b1d3a498fd --- /dev/null +++ b/crm_operating_unit/i18n/fr.po @@ -0,0 +1,36 @@ +# 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 \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" diff --git a/crm_operating_unit/models/__init__.py b/crm_operating_unit/models/__init__.py new file mode 100644 index 0000000000..fd2efd5252 --- /dev/null +++ b/crm_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_lead diff --git a/crm_operating_unit/models/crm_lead.py b/crm_operating_unit/models/crm_lead.py new file mode 100644 index 0000000000..0eead60ef0 --- /dev/null +++ b/crm_operating_unit/models/crm_lead.py @@ -0,0 +1,22 @@ +# © 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, + ) diff --git a/crm_operating_unit/pyproject.toml b/crm_operating_unit/pyproject.toml new file mode 100644 index 0000000000..4231d0cccb --- /dev/null +++ b/crm_operating_unit/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/crm_operating_unit/readme/CONTRIBUTORS.md b/crm_operating_unit/readme/CONTRIBUTORS.md new file mode 100644 index 0000000000..69aaf4d3b5 --- /dev/null +++ b/crm_operating_unit/readme/CONTRIBUTORS.md @@ -0,0 +1,4 @@ +- ForgeFlow S.L. \<\> +- Serpent Consulting Services Pvt. Ltd. \<\> +- Jarsa Sistemas, S.A. de C.V. \<\> +- Tran Thanh Trai \<\> diff --git a/crm_operating_unit/readme/DESCRIPTION.md b/crm_operating_unit/readme/DESCRIPTION.md new file mode 100644 index 0000000000..9279d843b9 --- /dev/null +++ b/crm_operating_unit/readme/DESCRIPTION.md @@ -0,0 +1,8 @@ +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. diff --git a/crm_operating_unit/readme/USAGE.md b/crm_operating_unit/readme/USAGE.md new file mode 100644 index 0000000000..8b13789179 --- /dev/null +++ b/crm_operating_unit/readme/USAGE.md @@ -0,0 +1 @@ + diff --git a/crm_operating_unit/security/crm_security.xml b/crm_operating_unit/security/crm_security.xml new file mode 100644 index 0000000000..78252c0de3 --- /dev/null +++ b/crm_operating_unit/security/crm_security.xml @@ -0,0 +1,18 @@ + + + + + + + ['|',('operating_unit_id','=',False),('operating_unit_id','in',operating_unit_ids)] + + Leads from allowed operating units + + + + + + + diff --git a/crm_operating_unit/static/description/icon.png b/crm_operating_unit/static/description/icon.png new file mode 100644 index 0000000000..3a0328b516 Binary files /dev/null and b/crm_operating_unit/static/description/icon.png differ diff --git a/crm_operating_unit/static/description/index.html b/crm_operating_unit/static/description/index.html new file mode 100644 index 0000000000..73280ba5d4 --- /dev/null +++ b/crm_operating_unit/static/description/index.html @@ -0,0 +1,439 @@ + + + + + +Operating Unit in CRM + + + +
+

Operating Unit in CRM

+ + +

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 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

+ +
+

Usage

+
+
+

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
    • +
  • Serpent Consulting Services Pvt. Ltd.
    • +
+
+
+

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/crm_operating_unit/tests/__init__.py b/crm_operating_unit/tests/__init__.py new file mode 100644 index 0000000000..5a71ecc15f --- /dev/null +++ b/crm_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_operating_unit diff --git a/crm_operating_unit/tests/test_crm_operating_unit.py b/crm_operating_unit/tests/test_crm_operating_unit.py new file mode 100644 index 0000000000..5b41ee8795 --- /dev/null +++ b/crm_operating_unit/tests/test_crm_operating_unit.py @@ -0,0 +1,96 @@ +# © 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.tests import common + + +class TestCrmOperatingUnit(common.TransactionCase): + def setUp(self): + super().setUp() + self.res_users_model = self.env["res.users"] + self.crm_lead_model = self.env["crm.lead"] + self.crm_team_model = self.env["crm.team"] + # Groups + self.grp_sale_mngr = self.env.ref("sales_team.group_sale_manager") + self.grp_user = self.env.ref("base.group_user") + # Company + self.company = self.env.ref("base.main_company") + # Main Operating Unit + self.main_OU = self.env.ref("operating_unit.main_operating_unit") + # B2C Operating Unit + self.b2c_OU = self.env.ref("operating_unit.b2c_operating_unit") + # Create User 1 with Main OU + self.user1 = self._create_user( + "user_1", [self.grp_sale_mngr, self.grp_user], self.company, [self.main_OU] + ) + # Create User 2 with B2C OU + self.user2 = self._create_user( + "user_2", [self.grp_sale_mngr, self.grp_user], self.company, [self.b2c_OU] + ) + + self.team1 = self._create_crm_team(self.user1.id, self.main_OU) + self.team2 = self._create_crm_team(self.user2.id, self.b2c_OU) + + # Create CRM Leads + self.lead1 = self._create_crm_lead(self.user1.id, self.team1) + self.lead2 = self._create_crm_lead(self.user2.id, self.team2) + + def _create_user(self, login, groups, company, operating_units): + """Create a user.""" + group_ids = [group.id for group in groups] + user = self.res_users_model.create( + { + "name": login, + "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 + + def _create_crm_team(self, uid, operating_unit): + """Create a sale order.""" + crm = self.crm_team_model.with_context( + mail_create_nosubscribe=True, mail_create_nolog=True + ).create( + {"name": "CRM team", "operating_unit_id": operating_unit.id, "user_id": uid} + ) + return crm + + def _create_crm_lead(self, uid, team): + """Create a sale order.""" + operating_unit_id = self.crm_lead_model.with_user( + uid + )._get_default_operating_unit() + crm = self.crm_lead_model.create( + { + "name": "CRM LEAD", + "user_id": uid, + "operating_unit_id": operating_unit_id.id, + "team_id": team.id, + } + ) + return crm + + def test_crm_lead(self): + # User 2 is only assigned to B2C Operating Unit, and cannot + # access CRM leads for Main Operating Unit. + + lead = self.crm_lead_model.with_user(self.user2.id).search( + [("id", "=", self.lead1.id), ("operating_unit_id", "=", self.main_OU.id)] + ) + self.assertEqual( + lead.ids, [], "User 2 should not have access to " "%s" % self.main_OU.name + ) + + def test_team_ou(self): + new_lead = self._create_crm_lead(self.user2.id, self.team2) + self.assertEqual( + new_lead.operating_unit_id, + self.b2c_OU, + "User 2 lead should have %s as operating unit" % self.b2c_OU.name, + ) diff --git a/crm_operating_unit/views/crm_lead_view.xml b/crm_operating_unit/views/crm_lead_view.xml new file mode 100644 index 0000000000..22599e8b7b --- /dev/null +++ b/crm_operating_unit/views/crm_lead_view.xml @@ -0,0 +1,96 @@ + + + + + + CRM - Leads Form + crm.lead + + + + + + + + + + + + + Leads + crm.lead + + + + + + + + + + CRM - Leads Search + crm.lead + + + + + + + + + + Opportunities Tree + crm.lead + + + + + + + + + + CRM - Opportunities Search + crm.lead + + + + + + + +