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======================== | ||
CRM Only Security Groups | ||
======================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:9bd268e2f74a9fcfab1fdb5e2a80aa9a0f11c96f7a6a2b770c7b8dc0e22200a2 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-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%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/16.0/crm_security_group | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_security_group | ||
: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/crm&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Known issues / Roadmap | ||
====================== | ||
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- Remove sale_crm dependency (now is not possible), maybe split this part in other addon | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_security_group%0Aversion:%2016.0%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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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Víctor Martínez | ||
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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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.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px | ||
:target: https://github.com/victoralmau | ||
:alt: victoralmau | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-victoralmau| | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_security_group>`_ 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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# Copyright 2021 Tecnativa - Víctor Martínez | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "CRM Only Security Groups", | ||
"summary": "Add new group in Sales to show only CRM", | ||
"version": "16.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"website": "https://github.com/OCA/crm", | ||
"author": "Tecnativa, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": ["crm", "sale_crm"], | ||
# sale_crm dependency is necessary to add groups in some view | ||
"maintainers": ["victoralmau"], | ||
"data": [ | ||
"security/security.xml", | ||
"security/ir.model.access.csv", | ||
"views/crm_lead_views.xml", | ||
"views/crm_team_views.xml", | ||
"views/menu_items.xml", | ||
], | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_security_group | ||
# | ||
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" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_manager | ||
msgid "Administrator" | ||
msgstr "" | ||
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#. module: crm_security_group | ||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm | ||
msgid "CRM" | ||
msgstr "" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_all_leads | ||
msgid "User: All Documents" | ||
msgstr "" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_own_leads | ||
msgid "User: Own Documents Only" | ||
msgstr "" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_security_group | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 15.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"PO-Revision-Date: 2023-08-17 14:11+0000\n" | ||
"Last-Translator: Víctor Martínez <victor.martinez@tecnativa.com>\n" | ||
"Language-Team: none\n" | ||
"Language: es\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 4.17\n" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_manager | ||
msgid "Administrator" | ||
msgstr "Administrador" | ||
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#. module: crm_security_group | ||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm | ||
msgid "CRM" | ||
msgstr "CRM" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_all_leads | ||
msgid "User: All Documents" | ||
msgstr "Usuario: Todos los documentos" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_own_leads | ||
msgid "User: Own Documents Only" | ||
msgstr "Usuario: Mostrar solo documentos propios" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_security_group | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 15.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"PO-Revision-Date: 2023-06-13 16:12+0000\n" | ||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n" | ||
"Language-Team: none\n" | ||
"Language: it\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 4.17\n" | ||
|
||
#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_manager | ||
msgid "Administrator" | ||
msgstr "Amministratore" | ||
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#. module: crm_security_group | ||
#: model:ir.module.category,name:crm_security_group.module_category_crm_crm | ||
msgid "CRM" | ||
msgstr "CRM" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_all_leads | ||
msgid "User: All Documents" | ||
msgstr "Utente: tutti i documenti" | ||
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#. module: crm_security_group | ||
#: model:res.groups,name:crm_security_group.group_crm_own_leads | ||
msgid "User: Own Documents Only" | ||
msgstr "Utente: solo i propri documenti" |
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* `Tecnativa <https://www.tecnativa.com>`__: | ||
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* Víctor Martínez |
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This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions |
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---|---|---|
@@ -0,0 +1 @@ | ||
- Remove sale_crm dependency (now is not possible), maybe split this part in other addon |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink | ||
access_crm_lead_user,crm.lead.user,crm.model_crm_lead,crm_security_group.group_crm_own_leads,1,1,1,0 | ||
access_crm_team_user,crm.team.user,sales_team.model_crm_team,crm_security_group.group_crm_own_leads,1,0,0,0 | ||
access_crm_team_manager,crm.team.manager,sales_team.model_crm_team,crm_security_group.group_crm_own_leads,1,1,1,1 | ||
access_crm_stage_manager,crm.stage.manager,crm.model_crm_stage,crm_security_group.group_crm_manager,1,1,1,1 | ||
access_crm_tag_own_leads,sale_team.crm.tag.own.leads,sales_team.model_crm_tag,crm_security_group.group_crm_own_leads,1,1,1,0 | ||
access_crm_tag_manager,sale_team.crm.tag.manager,sales_team.model_crm_tag,crm_security_group.group_crm_manager,1,1,1,1 | ||
access_crm_lead_scoring_frequency_user,crm.lead.scoring.frequency.user,crm.model_crm_lead_scoring_frequency,crm_security_group.group_crm_own_leads,1,0,0,0 | ||
access_crm_lead_scoring_frequency_field_user,crm.lead.scoring.frequency.field.user,crm.model_crm_lead_scoring_frequency_field,crm_security_group.group_crm_own_leads,1,0,0,0 | ||
access_crm_lead_lost_user,crm.lead.user,crm.model_crm_lead_lost,crm_security_group.group_crm_own_leads,1,1,1,0 |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="module_category_crm_crm" model="ir.module.category"> | ||
<field name="name">CRM</field> | ||
<field name="parent_id" ref="base.module_category_sales" /> | ||
</record> | ||
<record id="group_crm_own_leads" model="res.groups"> | ||
<field name="name">User: Own Documents Only</field> | ||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" /> | ||
<field name="implied_ids" eval="[(4, ref('base.group_user'))]" /> | ||
</record> | ||
<record id="group_crm_all_leads" model="res.groups"> | ||
<field name="name">User: All Documents</field> | ||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" /> | ||
<field | ||
name="implied_ids" | ||
eval="[(4, ref('crm_security_group.group_crm_own_leads'))]" | ||
/> | ||
</record> | ||
<record id="group_crm_manager" model="res.groups"> | ||
<field name="name">Administrator</field> | ||
<field name="category_id" ref="crm_security_group.module_category_crm_crm" /> | ||
<field | ||
name="implied_ids" | ||
eval="[(4, ref('crm_security_group.group_crm_all_leads'))]" | ||
/> | ||
<field | ||
name="users" | ||
eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]" | ||
/> | ||
</record> | ||
<data noupdate="1"> | ||
<record id="crm_personal_rule" model="ir.rule"> | ||
<field name="name">Personal Leads</field> | ||
<field name="model_id" ref="crm.model_crm_lead" /> | ||
<field | ||
name="domain_force" | ||
>['|',('user_id','=',user.id),('user_id','=',False)]</field> | ||
<field | ||
name="groups" | ||
eval="[(4, ref('crm_security_group.group_crm_own_leads'))]" | ||
/> | ||
</record> | ||
<record id="crm_see_all" model="ir.rule"> | ||
<field name="name">All Leads</field> | ||
<field name="model_id" ref="crm.model_crm_lead" /> | ||
<field name="domain_force">[(1,'=',1)]</field> | ||
<field | ||
name="groups" | ||
eval="[(4, ref('crm_security_group.group_crm_all_leads'))]" | ||
/> | ||
</record> | ||
</data> | ||
</odoo> |
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