[9.0] sales_team_operating_unit

crm_operating_unit/README.rst

@@ -10,7 +10,7 @@ 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.
+* 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/__init__.py

@@ -1,6 +1,5 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.a
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 from . import models

crm_operating_unit/__openerp__.py

@@ -1,7 +1,6 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 
 {
@@ -13,7 +12,7 @@
     "license": "LGPL-3",
     "website": "http://www.eficent.com",
     "category": "Sales",
-    "depends": ["crm", "operating_unit"],
+    "depends": ["crm", "sales_team_operating_unit"],
     "data": [
         "views/crm_lead_view.xml",
         "security/crm_security.xml",

crm_operating_unit/models/__init__.py

@@ -1,6 +1,5 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 from . import crm_lead

crm_operating_unit/models/crm_lead.py

@@ -1,16 +1,23 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
-from openerp import fields, models
+from openerp import api, fields, models
 
 
 class CRMLead(models.Model):
 
     _inherit = 'crm.lead'
 
+    @api.model
+    def _get_default_operating_unit(self):
+        team_id = self.env['crm.team']._get_default_team_id()
+        team = self.env['crm.team'].sudo().browse(team_id)
+        if team.operating_unit_id:
+            return team.operating_unit_id
+        else:
+            return self.env['res.users'].operating_unit_default_get(self._uid)
+
     operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit',
-                                        default=lambda self:
-                                        self.env['res.users'].
-                                        operating_unit_default_get(self._uid))
+                                        related='team_id.operating_unit_id',
+                                        default=_get_default_operating_unit)

crm_operating_unit/tests/__init__.py

@@ -1,6 +1,5 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 from . import test_crm_operating_unit

crm_operating_unit/tests/test_crm_operating_unit.py

@@ -1,44 +1,43 @@
 # -*- coding: utf-8 -*-
-# © 2015 Eficent Business and IT Consulting Services S.L. -
-# Jordi Ballester Alomar
-# © 2015 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 from openerp.tests import common
 
 
-class TestPurchaseOperatingUnit(common.TransactionCase):
+class TestCrmOperatingUnit(common.TransactionCase):
 
     def setUp(self):
-        super(TestPurchaseOperatingUnit, self).setUp()
+        super(TestCrmOperatingUnit, self).setUp()
         self.res_users_model = self.env['res.users']
         self.crm_lead_model = self.env['crm.lead']
-        # Groups
-        self.grp_sale_mngr = self.env.ref('base.group_sale_manager')
-        self.grp_user = self.env.ref('base.group_user')
-        # Company
+        self.crm_team_model = self.registry('crm.team')
+        self.group_sale_manager = self.env.ref('base.group_sale_manager')
+        self.group_user = self.env.ref('base.group_user')
         self.company = self.env.ref('base.main_company')
-        # Main Operating Unit
-        self.ou1 = self.env.ref('operating_unit.main_operating_unit')
-        # B2C Operating Unit
-        self.b2c = self.env.ref('operating_unit.b2c_operating_unit')
+        self.main_OU = self.env.ref('operating_unit.main_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.ou1])
+        self.user1 = self._create_user('user_1', [self.group_sale_manager,
+                                                  self.group_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])
+        self.user2 = self._create_user('user_2', [self.group_sale_manager,
+                                                  self.group_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.ou1)
-        self.lead2 = self._create_crm_lead(self.user2.id, self.b2c)
+        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,
-                     context=None):
+    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': 'Test User',
+            'name': login,
             'login': login,
             'password': 'demo',
             'email': 'test@yourcompany.com',
@@ -49,11 +48,24 @@ def _create_user(self, login, groups, company, operating_units,
         })
         return user
 
-    def _create_crm_lead(self, uid, operating_unit):
+    def _create_crm_team(self, uid, operating_unit):
         """Create a sale order."""
-        crm = self.crm_lead_model.sudo(uid).create({
-            'name': 'CRM LEAD',
+        context = {'mail_create_nosubscribe': True}
+        crm = self.crm_team_model.create(self.cr, uid, {
+            'name': 'CRM team',
             'operating_unit_id': operating_unit.id,
+            'user_id': uid}, context=context)
+        return crm
+
+    def _create_crm_lead(self, uid, team):
+        """Create a sale order."""
+        operating_unit_id = self.crm_lead_model.sudo(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
         })
         return crm
 
@@ -63,6 +75,12 @@ def test_crm_lead(self):
 
         lead = self.crm_lead_model.sudo(self.user2.id).search(
             [('id', '=', self.lead1.id),
-             ('operating_unit_id', '=', self.ou1.id)])
+             ('operating_unit_id', '=', self.main_OU.id)])
         self.assertEqual(lead.ids, [], 'User 2 should not have access to '
-                         '%s' % self.ou1.name)
+                         '%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)

sales_team_operating_unit/README.rst

@@ -0,0 +1,61 @@
+.. image:: https://img.shields.io/badge/license-LGPLv3-blue.svg
+   :target: https://www.gnu.org/licenses/lgpl.html
+   :alt: License: LGPL-3
+
+=========================
+Sales Team Operating Unit
+=========================
+
+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.
+
+
+Usage
+=====
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/213/9.0
+
+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 smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* Jordi Ballester Alomar <jordi.ballester@eficent.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

sales_team_operating_unit/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import models

sales_team_operating_unit/__openerp__.py

@@ -0,0 +1,20 @@
+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+{
+    "name": "Sales Team Operating Unit",
+    "version": "9.0.1.0.0",
+    "author": "Eficent, "
+              "Serpent Consulting Services Pvt. Ltd.,"
+              "Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "website": "http://www.eficent.com",
+    "category": "Sales",
+    "depends": ["sales_team", "operating_unit"],
+    "data": [
+        "views/crm_team_view.xml",
+        "security/crm_security.xml",
+    ],
+    'installable': True,
+}

sales_team_operating_unit/models/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import crm_team

sales_team_operating_unit/models/crm_team.py

@@ -0,0 +1,15 @@
+# -*- coding: utf-8 -*-
+# © 2015 Eficent Business and IT Consulting Services S.L.
+# © 2015 Serpent Consulting Services Pvt. Ltd.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+from openerp import fields, models
+
+
+class CRMTeam(models.Model):
+
+    _inherit = 'crm.team'
+
+    operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit',
+                                        default=lambda self:
+                                        self.env['res.users'].
+                                        operating_unit_default_get(self._uid))

sales_team_operating_unit/security/crm_security.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2016 Eficent Business and IT Consulting Services S.L.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
+<odoo>
+    <data noupdate="0">
+
+        <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',[g.id for g in user.operating_unit_ids])]</field>
+            <field name="name">Sales Teams 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>
+
+    </data>
+</odoo>

sales_team_operating_unit/tests/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# © 2016 Eficent Business and IT Consulting Services S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import test_crm_team_operating_unit