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================================ | ||
Sales Commissions Agent Restrict | ||
================================ | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:cd9e06255acadec9bc3a25c0ac86804002c6445d2eb8783ccb4784e6b68d49ba | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github | ||
:target: https://github.com/OCA/commission/tree/16.0/sale_commission_agent_restrict | ||
:alt: OCA/commission | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/commission-16-0/commission-16-0-sale_commission_agent_restrict | ||
: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/commission&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module provides access groups and rules to restrict access of agent user | ||
to contacts and sales. | ||
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If installing with demo data, the module also provides a user to ease testing | ||
from the point of view of the agent. You can log in using username `agent` | ||
and password `agent`. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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* Create new user. | ||
* Open related to user partner. | ||
* Tick Agent checkbox. | ||
* Go back to user. | ||
* Select desired access groups related to agent. | ||
* Grant to agent user one group from Sales category. Recommended to use Own Records Only. | ||
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Usage | ||
===== | ||
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After agent user is configured, try to login as agent user and open contacts. | ||
You will see only contacts created by this user and contacts, | ||
to which he assigned as agent. | ||
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Agent user can see only sale orders, quotation created by him or where he present as agent. | ||
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Agent can create Sale Orders and Contacts (if has Create Contacts right). | ||
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Agent can see only own commission lines. | ||
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Agent can see only own commission lines total (My Commission) in the Sale Order. | ||
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Agent can't open commission line form. | ||
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Agent can't recompute agents commissions. | ||
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Agent can't edit commission lines. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/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/commission/issues/new?body=module:%20sale_commission_agent_restrict%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Ooops404 | ||
* Ilyas | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Ooops404 <https://www.ooops404.com>`__: | ||
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* Ilyas <[email protected]> | ||
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* `PyTech SRL <https://www.pytech.it>`__: | ||
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* Alessandro Uffreduzzi <[email protected]> | ||
* `Aion Tech <https://aiontech.company/>`_: | ||
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* Simone Rubino <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-aleuffre| image:: https://github.com/aleuffre.png?size=40px | ||
:target: https://github.com/aleuffre | ||
:alt: aleuffre | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-aleuffre| | ||
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This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/16.0/sale_commission_agent_restrict>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2024 Simone Rubino - Aion Tech | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Sales Commissions Agent Restrict", | ||
"version": "16.0.1.0.0", | ||
"author": "Ooops404, Ilyas, Odoo Community Association (OCA)", | ||
"maintainers": ["aleuffre"], | ||
"category": "Sales", | ||
"website": "https://github.com/OCA/commission", | ||
"license": "AGPL-3", | ||
"depends": [ | ||
"base_rule_visibility_restriction", | ||
"commission", | ||
"sale_commission", | ||
"sales_team", | ||
], | ||
"data": [ | ||
"security/security.xml", | ||
"security/ir.model.access.csv", | ||
"views/res_partner_views.xml", | ||
"views/sale_order_view.xml", | ||
], | ||
"demo": [ | ||
"demo/res_users_demo.xml", | ||
], | ||
"installable": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<!-- | ||
~ Copyright 2024 Simone Rubino - Aion Tech | ||
~ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
--> | ||
<odoo> | ||
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<record id="res_partner_agent" model="res.partner"> | ||
<field name="name">Agent Demo</field> | ||
<field name="company_type">person</field> | ||
<field name="email">[email protected]</field> | ||
<field name="agent" eval="True" /> | ||
</record> | ||
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<record | ||
id="res_users_agent" | ||
model="res.users" | ||
context="{'no_reset_password': True}" | ||
> | ||
<field name="name">Agent Demo</field> | ||
<field name="partner_id" ref="res_partner_agent" /> | ||
<field name="login">agent</field> | ||
<field name="password">agent</field> | ||
<field | ||
name="groups_id" | ||
eval="[ | ||
Command.set([ | ||
ref('sale_commission_agent_restrict.group_agent_own_customers'), | ||
ref('sale_commission_agent_restrict.group_agent_own_commissions') | ||
]) | ||
]" | ||
/> | ||
</record> | ||
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</odoo> |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * sale_commission_agent_restrict | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 14.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"PO-Revision-Date: 2023-12-13 11:29+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" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.module.category,name:sale_commission_agent_restrict.module_category_sale_commission | ||
msgid "Agent Access" | ||
msgstr "Acceso Agente" | ||
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#. module: sale_commission_agent_restrict | ||
#: code:addons/sale_commission_agent_restrict/models/res_partner.py:0 | ||
#, python-format | ||
msgid "Agents are not allowed to change Contacts' payment terms" | ||
msgstr "" | ||
"Los agentes no están autorizados a modificar los términos de pago de los " | ||
"Contactos" | ||
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#. module: sale_commission_agent_restrict | ||
#: code:addons/sale_commission_agent_restrict/models/res_partner.py:0 | ||
#, python-format | ||
msgid "Agents are not allowed to change the agents assigned to a Contact" | ||
msgstr "Los Agentes no pueden cambiar los agentes asignados a un Contacto" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model,name:sale_commission_agent_restrict.model_res_partner | ||
msgid "Contact" | ||
msgstr "Contacto" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_partner__display_name | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_users__display_name | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_sale_order__display_name | ||
msgid "Display Name" | ||
msgstr "Mostrar Nombre" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:res.groups,name:sale_commission_agent_restrict.group_agent_own_commissions | ||
msgid "Display only own commission data" | ||
msgstr "Mostrar sólo los datos de comisiones propias" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:res.groups,name:sale_commission_agent_restrict.group_agent_own_customers | ||
msgid "Display only own commission data and customers" | ||
msgstr "Mostrar sólo los datos de comisiones y clientes propios" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_partner__id | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_users__id | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_sale_order__id | ||
msgid "ID" | ||
msgstr "ID" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_partner____last_update | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_res_users____last_update | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_sale_order____last_update | ||
msgid "Last Modified on" | ||
msgstr "Última Modificación el" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model.fields,field_description:sale_commission_agent_restrict.field_sale_order__current_agent_total | ||
msgid "My Commission" | ||
msgstr "Mi Comisión" | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model,name:sale_commission_agent_restrict.model_sale_order | ||
msgid "Sales Order" | ||
msgstr "Orden de Venta" | ||
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#. module: sale_commission_agent_restrict | ||
#: code:addons/sale_commission_agent_restrict/models/res_users.py:0 | ||
#, python-format | ||
msgid "" | ||
"This user is not associated to any agent. Please mark corresponding to this " | ||
"user partner as agent to be able to assign agent related group to him." | ||
msgstr "" | ||
"Este usuario no está asociado a ningún agente. Por favor, marque el socio " | ||
"correspondiente a este usuario como agente para poder asignarle un grupo " | ||
"relacionado con agentes." | ||
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#. module: sale_commission_agent_restrict | ||
#: model:ir.model,name:sale_commission_agent_restrict.model_res_users | ||
msgid "Users" | ||
msgstr "Usuarios" |
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