diff --git a/sales_team_access_controls/README.rst b/sales_team_access_controls/README.rst new file mode 100755 index 000000000..e8d00ca6c --- /dev/null +++ b/sales_team_access_controls/README.rst @@ -0,0 +1,44 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sales Team Access Controls +========================== +Provides Access Control for Sales Team Members and Leaders + +License +------- +General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developer: (V16) Unnimaya C O, (V17) Afra MP + +Contact : odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/sales_team_access_controls/__init__.py b/sales_team_access_controls/__init__.py new file mode 100644 index 000000000..e7545efab --- /dev/null +++ b/sales_team_access_controls/__init__.py @@ -0,0 +1,21 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Afra MP (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ diff --git a/sales_team_access_controls/__manifest__.py b/sales_team_access_controls/__manifest__.py new file mode 100644 index 000000000..29bce354e --- /dev/null +++ b/sales_team_access_controls/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Afra MP (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': "Sales Team Access Controls", + 'version': '17.0.1.0.0', + 'category': 'Sales', + 'summary': """Provides access control for Sales Team members and leaders""", + 'description': """This module comes with a feature that empowers the + sales team to manage access control for Sale Quotations, Sale Orders, + CRM Leads, Sales Teams, and Contacts based on Team Leader and Team Member + roles. This feature enhances data security by granting team leaders full + access to all data generated by their team members. However, team members + are limited to accessing only their own data. This functionality ensures + data security while providing relevant information to users based on + their designated roles.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['crm', 'sale_management'], + 'data': [ + 'security/sales_team_access_controls_security.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/sales_team_access_controls/doc/RELEASE_NOTES.md b/sales_team_access_controls/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..107236ab6 --- /dev/null +++ b/sales_team_access_controls/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 19.06.2024 +#### Version 17.0.1.0.0 +#### ADD +- Initial commit for Sales Team Access Controls diff --git a/sales_team_access_controls/security/sales_team_access_controls_security.xml b/sales_team_access_controls/security/sales_team_access_controls_security.xml new file mode 100644 index 000000000..d23c79c80 --- /dev/null +++ b/sales_team_access_controls/security/sales_team_access_controls_security.xml @@ -0,0 +1,85 @@ + + + + + Sales Team + Sales Team Access Groups + 20 + + + + Team Member + + + + + Team Leader + + + + + + Team Member Leads + + + ['|',('user_id','=',user.id),('user_id','=',False)] + + + + + + Team Member Sale Order + + + ['|',('user_id','=',user.id),('user_id','=',False)] + + + + + + Team Member Res Partner + + + ['|',('user_id','=',user.id),('user_id','=',False)] + + + + + + Team Leader CRM Lead + + ['|', ('user_id', '=', user.id), + ('team_id.member_ids', 'in', [user.id])] + + + + + + Team Leader Sale Order + + ['|', ('user_id', '=', user.id), + ('team_id.member_ids', 'in', [user.id])] + + + + + + Team Leader Res Partner + + ['|', ('user_id', '=', user.id), + ('team_id.member_ids', 'in', [user.id])] + + + + diff --git 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+ Odoo.sh +
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+ Sales Team Access Controls

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+ Provides Access Control for Sales Team Members and Leaders. +

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+ Key Highlights +

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+ Sales team members can only access the sales orders, leads, and customers they created.

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+ Sales team leaders can access both their own and their team members' sales orders, leads, and customers.

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+ Select the Sales Team access right as Team Member.

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+ User can access only the Sale Orders created by him.

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User can access only the Leads created by him.

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+ User can access only the Customers created by him.

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+ Select the Sales Team access right as Team Leader.

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+ User can access only the Sale Orders created by him and his team members.

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+ User can access only the Leads created by him and his team members. +

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  • + + Sales team members have restricted access to only + the sales orders, leads, and customers they have personally created. +
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  • + + sales team leaders have access to sales orders, leads, + and customers they have personally created, as well as those created by team members. +
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Version + 17.0.1.0.0|Released on: +
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+ + Initial Commit for Sales Team Access Controls.

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