[15.0][MIG] sales_team_security: Migration to 15.0 #2042
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@victoralmau please review |
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Please check tests that are not correct. |
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pedrobaeza
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chienandalu
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pedrobaeza
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============================== Security rules for sales teams ============================== This module sets different permissions levels for accessing sales and CRM records based on the sales team: customers, sales orders, leads, opportunities, phone calls and sales teams. It also handles the propagation of the sales team from commercial partners to the contacts, which standard doesn't make. Installation ============ At installation time, this module sets int 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. Usage ===== On the user configuration (Configuration > Users > Users), select in the *Sales Team* section the option "See only own team". Then, the documents mentioned before will be filtered out to have only those belonging to the teams the user belongs to. This is complementary to the Sales level access, but sometimes can be incoherent depending on the combination chosen. If you chose "See Own Leads" on _Sales_ section, marking on unmarking the sales team check will be irrelevant, because the most restricting level, which the sales one, will prevail. Known issues/Roadmap ==================== * 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 for example warehouse.
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pedrobaeza
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pedrobaeza
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Jun 29, 2022
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@rousseldenis can you re-check? |
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/ocabot merge nobump |
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/ocabot migration sales_team_security |
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This PR looks fantastic, let's merge it! |
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Congratulations, your PR was merged at 6651825. Thanks a lot for contributing to OCA. ❤️ |
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