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========================= | ||
Sales Team Operating Unit | ||
========================= | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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/15.0/sales_team_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-15-0/operating-unit-15-0-sales_team_operating_unit | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/213/15.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module introduces the following features: | ||
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* Adds the Operating Unit (OU) to the Sales Team. | ||
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* The user's default Operating Unit (OU) is proposed at the time of creating | ||
the Sales Team. | ||
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* Security rules are defined to ensure that users can only see the Sales Team | ||
of that Operating Units in which they are allowed access to. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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Add the operating unit to sales team | ||
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Bug Tracker | ||
=========== | ||
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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 smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20sales_team_operating_unit%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* ForgeFlow | ||
* SerpentCS | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Jordi Ballester Alomar <jordi.ballester@forgeflow.com> | ||
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com> | ||
* Jarsa Sistemas <info@jarsa.com.mx> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/15.0/sales_team_operating_unit>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from . import models |
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# Copyright 2016-17 ForgeFlow S.L. (http://www.forgeflow.com) | ||
# Copyright 2017-TODAY Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
{ | ||
"name": "Sales Team Operating Unit", | ||
"version": "16.0.1.0.0", | ||
"author": "ForgeFlow, SerpentCS, Odoo Community Association (OCA)", | ||
"license": "LGPL-3", | ||
"website": "https://github.com/OCA/operating-unit", | ||
"category": "Sales", | ||
"depends": ["sales_team", "operating_unit"], | ||
"data": ["security/crm_security.xml", "views/crm_team_view.xml"], | ||
"installable": True, | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * sales_team_operating_unit | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 15.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"PO-Revision-Date: 2022-08-06 20:07+0000\n" | ||
"Last-Translator: Ignacio Buioli <ibuioli@gmail.com>\n" | ||
"Language-Team: none\n" | ||
"Language: es_AR\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" | ||
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#. module: sales_team_operating_unit | ||
#: code:addons/sales_team_operating_unit/models/crm_team.py:0 | ||
#, python-format | ||
msgid "" | ||
"Configuration error, The Company in the Sales Team and in the Operating Unit" | ||
" must be the same." | ||
msgstr "" | ||
"Error de configuración, La Compañía en el Equipo de Ventas y en la Unidad " | ||
"Operativa debe ser la misma." | ||
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#. module: sales_team_operating_unit | ||
#: model:ir.model.fields,field_description:sales_team_operating_unit.field_crm_team__operating_unit_id | ||
msgid "Operating Unit" | ||
msgstr "Unidad Operativa" | ||
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#. module: sales_team_operating_unit | ||
#: model:ir.model,name:sales_team_operating_unit.model_crm_team | ||
msgid "Sales Team" | ||
msgstr "Equipo de Ventas" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * sales_team_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 <alan.ramos@jarsa.com.mx>\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" | ||
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#. module: sales_team_operating_unit | ||
#: code:addons/sales_team_operating_unit/models/crm_team.py:0 | ||
#, python-format | ||
msgid "" | ||
"Configuration error, The Company in the Sales Team and in the Operating Unit" | ||
" must be the same." | ||
msgstr "" | ||
"Error de configuración. La Empresa en el Equipo de Ventas y en la Unidad " | ||
"Operativa debe ser la misma." | ||
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||
#. module: sales_team_operating_unit | ||
#: model:ir.model.fields,field_description:sales_team_operating_unit.field_crm_team__operating_unit_id | ||
msgid "Operating Unit" | ||
msgstr "Unidad Operativa" | ||
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#. module: sales_team_operating_unit | ||
#: model:ir.model,name:sales_team_operating_unit.model_crm_team | ||
msgid "Sales Team" | ||
msgstr "Equipo de Ventas" |
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sales_team_operating_unit/i18n/sales_team_operating_unit.pot
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * sales_team_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: sales_team_operating_unit | ||
#: code:addons/sales_team_operating_unit/models/crm_team.py:0 | ||
#, python-format | ||
msgid "" | ||
"Configuration error, The Company in the Sales Team and in the Operating Unit" | ||
" must be the same." | ||
msgstr "" | ||
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#. module: sales_team_operating_unit | ||
#: model:ir.model.fields,field_description:sales_team_operating_unit.field_crm_team__operating_unit_id | ||
msgid "Operating Unit" | ||
msgstr "" | ||
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#. module: sales_team_operating_unit | ||
#: model:ir.model,name:sales_team_operating_unit.model_crm_team | ||
msgid "Sales Team" | ||
msgstr "" |
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from . import crm_team |
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# Copyright 2016-17 ForgeFlow S.L. (http://www.forgeflow.com) | ||
# Copyright 2017-TODAY Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
from odoo import _, api, fields, models | ||
from odoo.exceptions import UserError | ||
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class CrmTeam(models.Model): | ||
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_inherit = "crm.team" | ||
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operating_unit_id = fields.Many2one( | ||
"operating.unit", | ||
default=lambda self: self.env["res.users"].operating_unit_default_get(), | ||
) | ||
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@api.constrains("operating_unit_id", "company_id") | ||
def _check_company_operating_unit(self): | ||
for team in self: | ||
if ( | ||
team.company_id | ||
and team.operating_unit_id | ||
and team.company_id != team.operating_unit_id.company_id | ||
): | ||
raise UserError( | ||
_( | ||
"Configuration error, " | ||
"The Company in the Sales Team and in the " | ||
"Operating Unit must be the same." | ||
) | ||
) |
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* Jordi Ballester Alomar <jordi.ballester@forgeflow.com> | ||
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com> | ||
* Jarsa Sistemas <info@jarsa.com.mx> |
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This module introduces the following features: | ||
|
||
* Adds the Operating Unit (OU) to the Sales Team. | ||
|
||
* The user's default Operating Unit (OU) is proposed at the time of creating | ||
the Sales Team. | ||
|
||
* Security rules are defined to ensure that users can only see the Sales Team | ||
of that Operating Units in which they are allowed access to. |
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Add the operating unit to sales team |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<!-- Copyright 2016-17 ForgeFlow S.L. | ||
Copyright 2017-TODAY 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_team_allowed_operating_units" model="ir.rule"> | ||
<field name="model_id" ref="sales_team.model_crm_team" /> | ||
<field name="domain_force"> | ||
['|',('operating_unit_id','=',False),('operating_unit_id','in', | ||
user.operating_unit_ids.ids)] | ||
</field> | ||
<field name="name">Sales Teams from allowed operating units</field> | ||
<field eval="0" name="perm_unlink" /> | ||
<field eval="0" name="perm_write" /> | ||
<field eval="1" name="perm_read" /> | ||
<field eval="0" name="perm_create" /> | ||
<field name="global" eval="True" /> | ||
</record> | ||
</odoo> |
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