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[MIG] crm_security_group: Migration to 18.0
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+37
-27
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6 files changed

+37
-27
lines changed

‎crm_security_group/__manifest__.py

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -3,7 +3,7 @@
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{
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"name": "CRM Only Security Groups",
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"summary": "Add new group in Sales to show only CRM",
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"version": "16.0.1.1.0",
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"version": "18.0.1.0.0",
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"category": "Customer Relationship Management",
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"website": "https://github.com/OCA/crm",
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"author": "Tecnativa, Odoo Community Association (OCA)",

‎crm_security_group/security/ir.model.access.csv

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@@ -5,6 +5,7 @@ access_crm_team_manager,crm.team.manager,sales_team.model_crm_team,crm_security_
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access_crm_stage_manager,crm.stage.manager,crm.model_crm_stage,crm_security_group.group_crm_manager,1,1,1,1
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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
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access_crm_tag_manager,sale_team.crm.tag.manager,sales_team.model_crm_tag,crm_security_group.group_crm_manager,1,1,1,1
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access_crm_activity_report_user,sale_team.crm.tag.manager,crm.model_crm_activity_report,crm_security_group.group_crm_own_leads,1,0,0,0
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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
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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
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access_crm_lead_lost_user,crm.lead.user,crm.model_crm_lead_lost,crm_security_group.group_crm_own_leads,1,1,1,0

‎crm_security_group/security/security.xml

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Original file line numberDiff line numberDiff line change
@@ -50,5 +50,25 @@
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eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
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/>
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</record>
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<record id="crm_activity_report_personal_rule" model="ir.rule">
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<field name="name">Personal Activities</field>
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<field name="model_id" ref="crm.model_crm_activity_report" />
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<field
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name="domain_force"
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>['|',('user_id','=',user.id),('user_id','=',False)]</field>
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<field
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name="groups"
61+
eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
62+
/>
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</record>
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<record id="crm_activity_report_see_all" model="ir.rule">
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<field name="name">All Activities</field>
66+
<field name="model_id" ref="crm.model_crm_activity_report" />
67+
<field name="domain_force">[(1,'=',1)]</field>
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<field
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name="groups"
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eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
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/>
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</record>
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</data>
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</odoo>

‎crm_security_group/tests/test_crm_security.py

Lines changed: 5 additions & 6 deletions
Original file line numberDiff line numberDiff line change
@@ -1,18 +1,17 @@
1-
# Copyright 2021-2023 Tecnativa - Víctor Martínez
1+
# Copyright 2021-2025 Tecnativa - Víctor Martínez
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# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
33

44
from odoo.exceptions import AccessError
5-
from odoo.tests import Form, common, new_test_user
5+
from odoo.tests import Form, new_test_user
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from odoo.tests.common import users
77

8-
from odoo.addons.base.tests.common import DISABLED_MAIL_CONTEXT
8+
from odoo.addons.base.tests.common import BaseCommon
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class TestCrmSecurity(common.TransactionCase):
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class TestCrmSecurity(BaseCommon):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.env = cls.env(context=dict(cls.env.context, **DISABLED_MAIL_CONTEXT))
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group_crm_all_leads = "crm_security_group.group_crm_all_leads"
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group_sale_salesman_all_leads = "sales_team.group_sale_salesman_all_leads"
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new_test_user(
@@ -28,7 +27,7 @@ def setUpClass(cls):
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new_test_user(
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cls.env,
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login="crm_sale_user",
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groups="%s,%s" % (group_crm_all_leads, group_sale_salesman_all_leads),
30+
groups=f"{group_crm_all_leads},{group_sale_salesman_all_leads}",
3231
)
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cls.crm_menu = cls.env.ref("crm.crm_menu_root")
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cls.sale_menu = cls.env.ref("sale.sale_menu_root")

‎crm_security_group/views/crm_team_views.xml

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Original file line numberDiff line numberDiff line change
@@ -17,9 +17,6 @@
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sale.crm_team_view_kanban_dashboard" />
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<field name="arch" type="xml">
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<field name="use_quotations" position="attributes">
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</field>
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<field name="invoiced_target" position="attributes">
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</field>
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<xpath expr="//div[@name='orders_to_invoice']" position="attributes">
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</xpath>
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<xpath expr="//div[@name='sales_report']" position="attributes">
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</xpath>
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<xpath
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expr="//div[@t-if='record.use_quotations.raw_value']"
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expr="//a[@name='%(sale.action_orders_salesteams)d']"
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position="attributes"
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>
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</xpath>
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<xpath expr="//div[@name='sales_report']" position="attributes">
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<attribute name="groups">sales_team.group_sale_salesman</attribute>
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</xpath>
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</field>
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</record>
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<record id="crm_team_view_kanban_dashboard" model="ir.ui.view">
@@ -72,19 +69,6 @@
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name="groups"
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>crm_security_group.group_crm_own_leads</attribute>
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</xpath>
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<xpath
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expr="//div[@t-if='record.use_opportunities.raw_value']"
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position="attributes"
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>
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<attribute
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name="groups"
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>crm_security_group.group_crm_own_leads</attribute>
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</xpath>
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<xpath expr="//div[@name='activity_report']" position="attributes">
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<attribute
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name="groups"
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>crm_security_group.group_crm_own_leads</attribute>
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</xpath>
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</field>
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</record>
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</odoo>

‎crm_security_group/views/menu_items.xml

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@@ -9,6 +9,12 @@
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<record id="sale_crm.sale_order_menu_quotations_crm" model="ir.ui.menu">
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<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]" />
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</record>
12+
<record id="crm.crm_lead_menu_my_activities" model="ir.ui.menu">
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<field
14+
name="groups_id"
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eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
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/>
17+
</record>
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<record id="crm.sales_team_menu_team_pipeline" model="ir.ui.menu">
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<field
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name="groups_id"

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