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[18.0][MIG] crm_operating_unit: Migration to 18.0 #731

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8473a2e
[ADD] migrated crm-operating-unit to 9.0
SerpentCS Aug 23, 2016
8cbe7fb
[ADD] added Readme file and minor fixes
SerpentCS Aug 29, 2016
ea8d0a8
[IMP] Added Copyrights in xml files and made minor changes.
SerpentCS Sep 14, 2016
21fa2ea
[IMP]Style issues and change field position in view
AaronHForgeFlow Sep 15, 2016
fa2c06e
[IMP] added domain to see only OUs form that company.
AaronHForgeFlow Sep 15, 2016
28b74e4
[FIX] PEP8 issues
AaronHForgeFlow Sep 15, 2016
2c55ec6
[MIG] Make modules uninstallable
pedrobaeza Oct 6, 2016
07259e8
[MIG] Rename manifest files
pedrobaeza Oct 6, 2016
b90040a
[MIG] crm_operating_unit to v10.0
LoisRForgeFlow Jan 26, 2017
5475eec
[MIG] Migrate crm_operating_unit to v12
AdriaGForgeFlow Jan 22, 2019
40ca0d3
[IMP] crm_operating_unit: black, isort
alan196 Feb 12, 2020
5916aaa
[MIG] crm_operating_unit: Migration to V13
alan196 Feb 12, 2020
4b53cfb
Added translation using Weblate (Spanish)
alan196 Feb 15, 2020
411e244
Added translation using Weblate (Spanish (Mexico))
alan196 Feb 15, 2020
b4ee4a8
Translated using Weblate (Spanish (Mexico))
alan196 Feb 15, 2020
f96ce45
pre-commit update
OCA-git-bot Mar 14, 2020
44f226e
[IMP] crm_operating_unit: black, isort, prettier
alan196 Oct 10, 2020
0563fc8
[MIG] crm_operating_unit: Migration to 14.0
alan196 Oct 10, 2020
63c2b26
[IMP] update dotfiles [ci skip]
OCA-git-bot Mar 31, 2022
77ccb21
Added translation using Weblate (French)
kh-badep Jun 28, 2022
40597b6
Translated using Weblate (French)
kh-badep Jun 28, 2022
b82ec03
[MIG] Migreted crm_operating_unit in v15
Rajan-SCS Jan 13, 2023
eec4aff
Update translation files
weblate Oct 9, 2023
9719cc2
Translated using Weblate (Spanish)
Ivorra78 Nov 2, 2023
db96363
[IMP] crm_operating_unit: pre-commit auto fixes
traitrantrobz Jun 20, 2024
ee95dae
[MIG] crm_operating_unit: Migration to 17.0
traitrantrobz Jun 26, 2024
fc007d7
[UPD] Update crm_operating_unit.pot
Aug 6, 2024
573ce2f
[BOT] post-merge updates
OCA-git-bot Aug 6, 2024
b66947d
Added translation using Weblate (Italian)
mymage Aug 7, 2024
c9cbff1
Translated using Weblate (Italian)
mymage Aug 7, 2024
d64b564
[IMP] crm_operating_unit: pre-commit auto fixes
HeliconiaSolutions Jan 8, 2025
cc0e48e
[MIG] crm_operating_unit: Migration to 18.0
HeliconiaSolutions Jan 8, 2025
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93 changes: 93 additions & 0 deletions crm_operating_unit/README.rst
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=====================
Operating Unit in CRM
=====================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:ca685de8eca27c0e29b354e97f4d815724f7d989392ae6182aeae2402ff81329
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github
:target: https://github.com/OCA/operating-unit/tree/18.0/crm_operating_unit
:alt: OCA/operating-unit
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/operating-unit-18-0/operating-unit-18-0-crm_operating_unit
: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/operating-unit&target_branch=18.0
:alt: Try me on Runboat

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

This module introduces the following features:

- Adds the Operating Unit (OU) to the Lead.
- The user’s default Operating Unit (OU) is proposed at the time of
creating the Lead / Opportunity.
- Security rules are defined to ensure that users can only see the
Opportunity / Lead of that Operating Units in which they are allowed
access to.

**Table of contents**

.. contents::
:local:

Usage
=====



Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/operating-unit/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/operating-unit/issues/new?body=module:%20crm_operating_unit%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
-------

* ForgeFlow
* Serpent Consulting Services Pvt. Ltd.

Contributors
------------

- ForgeFlow S.L. <[email protected]>
- Serpent Consulting Services Pvt. Ltd. <[email protected]>
- Jarsa Sistemas, S.A. de C.V. <[email protected]>
- Tran Thanh Trai <[email protected]>
- ``Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>``\ \_

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.

This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/18.0/crm_operating_unit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions crm_operating_unit/__init__.py
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# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

from . import models
17 changes: 17 additions & 0 deletions crm_operating_unit/__manifest__.py
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# © 2015-19 ForgeFlow S.L. - Jordi Ballester Alomar
# © 2015-17 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

{
"name": "Operating Unit in CRM",
"version": "18.0.1.0.0",
"author": "ForgeFlow, "
"Serpent Consulting Services Pvt. Ltd.,"
"Odoo Community Association (OCA)",
"license": "LGPL-3",
"website": "https://github.com/OCA/operating-unit",
"category": "Sales",
"depends": ["crm", "sales_team_operating_unit"],
"data": ["views/crm_lead_view.xml", "security/crm_security.xml"],
"installable": True,
}
24 changes: 24 additions & 0 deletions crm_operating_unit/i18n/crm_operating_unit.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 17.0\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"

#. module: crm_operating_unit
#: model:ir.model,name:crm_operating_unit.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: crm_operating_unit
#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
msgid "Operating Unit"
msgstr ""
27 changes: 27 additions & 0 deletions crm_operating_unit/i18n/es.po
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@@ -0,0 +1,27 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-11-02 19:37+0000\n"
"Last-Translator: Ivorra78 <[email protected]>\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"

#. module: crm_operating_unit
#: model:ir.model,name:crm_operating_unit.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportundad"

#. module: crm_operating_unit
#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
msgid "Operating Unit"
msgstr "Unidad Operativa"
27 changes: 27 additions & 0 deletions crm_operating_unit/i18n/es_MX.po
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@@ -0,0 +1,27 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-02-15 14:13+0000\n"
"Last-Translator: Jesús Alan Ramos Rodríguez <[email protected]>\n"
"Language-Team: none\n"
"Language: es_MX\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 3.10\n"

#. module: crm_operating_unit
#: model:ir.model,name:crm_operating_unit.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportunidad"

#. module: crm_operating_unit
#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
msgid "Operating Unit"
msgstr "Unidad Operativa"
36 changes: 36 additions & 0 deletions crm_operating_unit/i18n/fr.po
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@@ -0,0 +1,36 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2022-06-28 11:05+0000\n"
"Last-Translator: Khalid Hazam <[email protected]>\n"
"Language-Team: none\n"
"Language: fr\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 4.3.2\n"

#. module: crm_operating_unit
#: model:ir.model,name:crm_operating_unit.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Piste/Opportunité"

#. module: crm_operating_unit
#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
msgid "Operating Unit"
msgstr "Unité opérationnelle"

#~ msgid "Display Name"
#~ msgstr "Nom affiché"

#~ msgid "ID"
#~ msgstr "Id"

#~ msgid "Last Modified on"
#~ msgstr "Dernière modification le"
27 changes: 27 additions & 0 deletions crm_operating_unit/i18n/it.po
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@@ -0,0 +1,27 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_operating_unit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 17.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-08-07 08:58+0000\n"
"Last-Translator: mymage <[email protected]>\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 5.6.2\n"

#. module: crm_operating_unit
#: model:ir.model,name:crm_operating_unit.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Contatto/Opportunità"

#. module: crm_operating_unit
#: model:ir.model.fields,field_description:crm_operating_unit.field_crm_lead__operating_unit_id
msgid "Operating Unit"
msgstr "Unità operativa"
3 changes: 3 additions & 0 deletions crm_operating_unit/models/__init__.py
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@@ -0,0 +1,3 @@
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).

from . import crm_lead
22 changes: 22 additions & 0 deletions crm_operating_unit/models/crm_lead.py
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@@ -0,0 +1,22 @@
# © 2015-19 ForgeFlow S.L. - Jordi Ballester Alomar
# © 2015-17 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
from odoo import api, fields, models


class CRMLead(models.Model):
_inherit = "crm.lead"

@api.model
def _get_default_operating_unit(self):
team = self.env["crm.team"]._get_default_team_id()
if team.operating_unit_id:
return team.operating_unit_id
return self.env["res.users"].operating_unit_default_get(self._uid)

operating_unit_id = fields.Many2one(
"operating.unit",
"Operating Unit",
related="team_id.operating_unit_id",
default=_get_default_operating_unit,
)
3 changes: 3 additions & 0 deletions crm_operating_unit/pyproject.toml
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@@ -0,0 +1,3 @@
[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
5 changes: 5 additions & 0 deletions crm_operating_unit/readme/CONTRIBUTORS.md
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@@ -0,0 +1,5 @@
- ForgeFlow S.L. \<<[email protected]>\>
- Serpent Consulting Services Pvt. Ltd. \<<[email protected]>\>
- Jarsa Sistemas, S.A. de C.V. \<<[email protected]>\>
- Tran Thanh Trai \<<[email protected]>\>
- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`_
8 changes: 8 additions & 0 deletions crm_operating_unit/readme/DESCRIPTION.md
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@@ -0,0 +1,8 @@
This module introduces the following features:

- Adds the Operating Unit (OU) to the Lead.
- The user’s default Operating Unit (OU) is proposed at the time of
creating the Lead / Opportunity.
- Security rules are defined to ensure that users can only see the
Opportunity / Lead of that Operating Units in which they are allowed
access to.
1 change: 1 addition & 0 deletions crm_operating_unit/readme/USAGE.md
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@@ -0,0 +1 @@

18 changes: 18 additions & 0 deletions crm_operating_unit/security/crm_security.xml
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@@ -0,0 +1,18 @@
<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2016-19 ForgeFlow S.L.
Serpent Consulting Services Pvt. Ltd.
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
<odoo>
<record id="ir_rule_crm_lead_allowed_operating_units" model="ir.rule">
<field name="model_id" ref="crm.model_crm_lead" />
<field name="domain_force">
['|',('operating_unit_id','=',False),('operating_unit_id','in',operating_unit_ids)]
</field>
<field name="name">Leads from allowed operating units</field>
<field name="global" eval="True" />
<field eval="0" name="perm_unlink" />
<field eval="0" name="perm_write" />
<field eval="1" name="perm_read" />
<field eval="0" name="perm_create" />
</record>
</odoo>
Binary file added crm_operating_unit/static/description/icon.png
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