[12.0][MIG] Backport from 14.0 to 12.0 crm_security_group

crm_security_group/README.rst

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+========================
+CRM Only Security Groups
+========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:340ce96f2ac6036e579f10556dbafb3172e1fefd14561b6af3470fc796726894
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/14.0/crm_security_group
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-14-0/crm-14-0-crm_security_group
+    :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/crm&target_branch=14.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Known issues / Roadmap
+======================
+
+- Remove sale_crm dependency (now is not possible), maybe split these part in other addon
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_security_group%0Aversion:%2014.0%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
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * Víctor Martínez
+
+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.
+
+.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
+    :target: https://github.com/victoralmau
+    :alt: victoralmau
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-victoralmau| 
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/14.0/crm_security_group>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_security_group/__manifest__.py

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+# Copyright 2021 Tecnativa - Víctor Martínez
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "CRM Only Security Groups",
+    "summary": "Add new group in Sales to show only CRM",
+    "version": "12.0.1.0.0",
+    "category": "Customer Relationship Management",
+    "website": "https://github.com/OCA/crm",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["crm", "sale_crm"],
+    # sale_crm dependency is necessary to add groups in some view
+    "maintainers": ["victoralmau"],
+    "data": [
+        "security/security.xml",
+        "security/ir.model.access.csv",
+        "views/menu_items.xml",
+    ],
+}

crm_security_group/i18n/crm_security_group.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_security_group
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\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_security_group
+#: model:res.groups,name:crm_security_group.group_crm_manager
+msgid "Administrator"
+msgstr ""
+
+#. module: crm_security_group
+#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
+msgid "CRM"
+msgstr ""
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_all_leads
+msgid "User: All Documents"
+msgstr ""
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_own_leads
+msgid "User: Own Documents Only"
+msgstr ""

crm_security_group/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_security_group
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2023-06-06 11:08+0000\n"
+"Last-Translator: luis-ron <[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_security_group
+#: model:res.groups,name:crm_security_group.group_crm_manager
+msgid "Administrator"
+msgstr "Administrador"
+
+#. module: crm_security_group
+#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
+msgid "CRM"
+msgstr "CRM"
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_all_leads
+msgid "User: All Documents"
+msgstr "Usuario: Todos los documentos"
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_own_leads
+msgid "User: Own Documents Only"
+msgstr "Usuario: Mostrar solo documentos propios"

crm_security_group/i18n/it.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_security_group
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2023-06-13 16:09+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 4.17\n"
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_manager
+msgid "Administrator"
+msgstr "Amministratore"
+
+#. module: crm_security_group
+#: model:ir.module.category,name:crm_security_group.module_category_crm_crm
+msgid "CRM"
+msgstr "CRM"
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_all_leads
+msgid "User: All Documents"
+msgstr "Utente: tutti i documenti"
+
+#. module: crm_security_group
+#: model:res.groups,name:crm_security_group.group_crm_own_leads
+msgid "User: Own Documents Only"
+msgstr "Utente: solo i propri documenti"

crm_security_group/readme/CONTRIBUTORS.rst

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+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * Víctor Martínez

crm_security_group/readme/DESCRIPTION.rst

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+This module adds new security options to CRM by creating 3 groups (Own Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions

crm_security_group/readme/ROADMAP.rst

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+- Remove sale_crm dependency (now is not possible), maybe split these part in other addon

crm_security_group/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_lead_user,crm.lead.user,crm.model_crm_lead,crm_security_group.group_crm_own_leads,1,1,1,0
+access_crm_team_user,crm.team.user,sales_team.model_crm_team,crm_security_group.group_crm_own_leads,1,0,0,0
+access_crm_team_manager,crm.team.manager,sales_team.model_crm_team,crm_security_group.group_crm_manager,1,1,1,1
+access_crm_stage_manager,crm.stage.manager,crm.model_crm_stage,crm_security_group.group_crm_manager,1,1,1,1

crm_security_group/security/security.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="module_category_crm_crm" model="ir.module.category">
+        <field name="name">CRM</field>
+        <field name="parent_id" ref="base.module_category_sales" />
+    </record>
+    <record id="group_crm_own_leads" model="res.groups">
+        <field name="name">User: Own Documents Only</field>
+        <field name="category_id" ref="crm_security_group.module_category_crm_crm" />
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]" />
+    </record>
+    <record id="group_crm_all_leads" model="res.groups">
+        <field name="name">User: All Documents</field>
+        <field name="category_id" ref="crm_security_group.module_category_crm_crm" />
+        <field
+            name="implied_ids"
+            eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
+        />
+    </record>
+    <record id="group_crm_manager" model="res.groups">
+        <field name="name">Administrator</field>
+        <field name="category_id" ref="crm_security_group.module_category_crm_crm" />
+        <field
+            name="implied_ids"
+            eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
+        />
+        <field
+            name="users"
+            eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"
+        />
+    </record>
+    <data noupdate="1">
+        <record id="crm_personal_rule" model="ir.rule">
+            <field name="name">Personal Leads</field>
+            <field name="model_id" ref="crm.model_crm_lead" />
+            <field
+                name="domain_force"
+            >['|',('user_id','=',user.id),('user_id','=',False)]</field>
+            <field
+                name="groups"
+                eval="[(4, ref('crm_security_group.group_crm_own_leads'))]"
+            />
+        </record>
+        <record id="crm_see_all" model="ir.rule">
+            <field name="name">All Leads</field>
+            <field name="model_id" ref="crm.model_crm_lead" />
+            <field name="domain_force">[(1,'=',1)]</field>
+            <field
+                name="groups"
+                eval="[(4, ref('crm_security_group.group_crm_all_leads'))]"
+            />
+        </record>
+    </data>
+</odoo>