Metadata-Version: 2.1
Name: odoo12-addon-sales-team-security
Version: 12.0.1.0.0.99.dev2
Summary: New group for seeing only sales channel's documents
Home-page: https://github.com/OCA/sale-workflow
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 5 - Production/Stable
Requires-Python: >=3.5
Requires-Dist: odoo (<12.1dev,>=12.0a)

===============================================
Sales documents permissions by channels (teams)
===============================================

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|badge1| |badge2| |badge3| |badge4| |badge5| 

This module adds a new group called "Channel manager", that includes
the proper permissions for showing only the information related to that
channel:

* Leads/Opportunities
* Customers
* Quotations/Sales Orders

It also handles the propagation of the sales team from commercial partners to
the contacts, which standard doesn't do.

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.

REMARK: partner restrictions won't work unless you touch in the DB an existing
record rule. See more details in Know issues section.

**Table of contents**

.. contents::
   :local:

Installation
============

At installation time, this module sets in all the contacts that have the sales
team empty the sales team of the parent. If you have a lot of contacts, this
operation can take a while.

Configuration
=============

#. Go to *Configuration > Users & Companies > Users*.
#. Open or create a user.
#. On the section "Application Accesses", select "Channel Manager" option in
   "Sales" part.

Known issues / Roadmap
======================

* For restricting partners access, you have to disable or edit the existing
  rule "res.partner.rule.private.employee" to something similar to:

  .. code-block:: python

    [('message_follower_ids', 'in', user.partner_id.ids),
    '|', ('type', '!=', 'private'), ('type', '=', False)]

* This module modifies sales security groups hierarchy, so any other module
  doing something similar might conflict with this one.
* This module is designed for supporting only sales part, so someone that has
  access to other Odoo parts (for example, an accountant), shouldn't have this
  new permission, or some access errors will be found when seeing invoices and
  other documents. A `sales_team_security_account` bridge module can be done
  for fixing this case, but not in the case of other parts like warehouse.
* Split the module in 2 as now `crm` is independent.

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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2012.0%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

* `Guadaltech <https://www.guadaltech.es>`__:

  * Ramón Bajona

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

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-pedrobaeza| 

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/12.0/sales_team_security>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


