===============================================
Sales documents permissions by channels (teams)
===============================================
..
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.. |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.
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"description": "===============================================\nSales documents permissions by channels (teams)\n===============================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:24b329b5d549776cc4304d55a06f0257822eea382c56b85bbc9e0cba29843d6a\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github\n :target: https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security\n :alt: OCA/sale-workflow\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sales_team_security\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module adds a new \"Sale\" group called \"User: Team documents\", that\nincludes the proper permissions for showing only the information related\nto that user sale team (having assigned that team/channel or no team at\nall, independently from the assigned salesman):\n\n- Contacts.\n- Quotations/Sales Orders (implemented in sales_team_security_sale)\n- Leads/Opportunities (implemented in sales_team_security_crm)\n\nIt also handles the sync (auto-creation and remove) of followers in\ncompany partners and childs of them according to salesmans. Any example\nabout it: - Partner company > Salesman: Admin - Partner company, Contact\n1 > Without salesman - Partner company, Contact 2 > Salesman: Demo All\nthese partners have these followers: Admin + Demo\n\nAnd finally, there are rules for partners to be restricted to the own\nones for the group \"User: Own Documents Only\" for being coherent with\nthe permission scheme. Someone with this permission will see:\n\n- Contacts without salesman assigned.\n- Contacts with them as salesman.\n- Contacts with them as follower.\n\nFor keeping consistent accesses, followers of the main and\nshipping/invoice contacts are synced according the salesman of the\nchildren contacts\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nAt installation time, this module syncs followers in parent contacts and\ninvoice/shipping addresses. If you have a lot of contacts, this\noperation can take a while.\n\nConfiguration\n=============\n\n1. Go to *Configuration > Users & Companies > Users*.\n2. Open or create a user.\n3. On the section \"Sale\", select \"User: Team documents\".\n\nKnown issues / Roadmap\n======================\n\n- This module modifies the sales security groups hierarchy, so any other\n module doing something similar might conflict with this one.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`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**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Tecnativa\n\nContributors\n------------\n\n- `Tecnativa <https://www.tecnativa.com>`__:\n\n - Pedro M. Baeza\n - V\u00edctor Mart\u00ednez\n - C\u00e9sar A. 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