{ "info": { "author": "Tecnativa, Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Development Status :: 5 - Production/Stable", "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python" ], "description": "===============================================\nSales documents permissions by channels (teams)\n===============================================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\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/11.0/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-11-0/sale-workflow-11-0-sales_team_security\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/167/11.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module adds a new group called \"Channel manager\", that includes\nthe proper permissions for showing only the information related to that\nchannel:\n\n* Leads/Opportunities\n* Customers\n* Quotations/Sales Orders\n\nIt also handles the propagation of the sales team from commercial partners to\nthe contacts, which standard doesn't do.\n\nAnd finally, there are rules for partners to be restricted to the own ones for\nthe group \"User: Own Documents Only\" for being coherent with the permission\nscheme.\n\nREMARK: partner restrictions won't work unless you touch in the DB an existing\nrecord rule. See more details in Know issues section.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nAt installation time, this module sets in all the contacts that have the sales\nteam empty the sales team of the parent. If you have a lot of contacts, this\noperation can take a while.\n\nConfiguration\n=============\n\n#. Go to *Configuration > Users & Companies > Users*.\n#. Open or create a user.\n#. On the section \"Application Accesses\", select \"Channel Manager\" option in\n \"Sales\" part.\n\nKnown issues / Roadmap\n======================\n\n* For restricting partners access, you have to disable or edit the existing\n rule \"res.partner.rule.private.employee\" to something similar to:\n\n .. code-block:: python\n\n [('message_follower_ids', 'in', user.partner_id.ids),\n '|', ('type', '!=', 'private'), ('type', '=', False)]\n\n* This module modifies sales security groups hierarchy, so any other module\n doing something similar might conflict with this one.\n* This module is designed for supporting only sales part, so someone that has\n access to other Odoo parts (for example, an accountant), shouldn't have this\n new permission, or some access errors will be found when seeing invoices and\n other documents. A `sales_team_security_account` bridge module can be done\n for fixing this case, but not in the case of other parts like warehouse.\n* Split the module in 2 as now `crm` is independent.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues `_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback `_.\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 `__:\n\n * Pedro M. Baeza\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px\n :target: https://github.com/pedrobaeza\n :alt: pedrobaeza\n\nCurrent `maintainer `__:\n\n|maintainer-pedrobaeza| \n\nThis module is part of the `OCA/sale-workflow `_ project on GitHub.\n\nYou are welcome to contribute. 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