147 lines
5.2 KiB
ReStructuredText
Executable File
147 lines
5.2 KiB
ReStructuredText
Executable File
===============================================
|
|
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
|
|
=============
|
|
|
|
1. Go to *Configuration > Users & Companies > Users*.
|
|
2. Open or create a user.
|
|
3. 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>`__:
|
|
|
|
- Jonathan Oscategui Taza <info@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.
|