+
+ + Sales Team Warehouse +
+
+
+ + Usage +
++ Add a field + + default_warehouse + + in sales team. +
++ Create sort kind of api where any object with field called warehouse_id will +take the default value from the sales team field +this taking into account the team defined in + + Default Sale Teams + + field defined +in the res.user model. +
++ To improve, consistency and usability we add the next features: +
+-
+
-
+
+ If you try to add a default sale team where the user do not belongs wil throw +you an error message: Can not set default team is do not belongs to sale team +
+
+ -
+
+ Add an automated action/server action to update the user default sales team +every time that a sales teams by: +
++
+-
+
- + add user's default sale team if empty. + +
- + remove default sale team from user if not longer in sale team. + +
- + dummy write to update m2m in users to make new feature for filtering +records. + +
+
+ Currently this default warehouse feature applies for sale.order, +stock.picking.type and stock.picking. +
++ Also add a new feature for Permissions and Security: Taking advantage of the +default_warehouse field in the sales team model now we can filter the +records (picking type and picking model) to only show those records that match +with the user sale teams default_warehouse. To accomplish this I: +
+-
+
-
+ add new groups to manage the records access by user:
+
-
+
- + Default Warehouse / Limited access to transfers (filtered by sale teams) + +
- + Default Warehouse / Limited access to stock pickings (filtered by sale teams) + +
- + Default Warehouse / Access to all operation types + +
- + Default Warehouse / Access to all transfers + +
+ - + add new m2m field in the res.user model used in the new ir.rules. +this onw is showed as a readonly field (only informative) to know +the teams were the sale user belongs. + +
- + add new ir.rule records, one for each default warehouse group. This +one will let us to only show the records for the current user sale +teams default_warehouse or to do not take into account the sale teams +and show all the records to the user. + +
+ To add more models use it simple do this: +
+-
+
-
+
+ inherit the class that you want to set the field warehouse_id: +
++class SomeClass(models.Model): + _name = 'some.class' + _inherit = ['some.class', 'default.warehouse'] + warehouse_id = fields.Many2one('stock.warehouse', help='Warehouse were' + 'this object will belong to') ++
+
+ 2. Create two ir.rule to filter stock.picking and stock.picking.type taking +into account the current user warehouses. When a user is part of warehouse +teams will be able to access only the records related to that warehouses: +
+
+<record id="rule_group_model" model="ir.rule">
+ <field name="name">Limited access to model (filtered by sales teams)</field>
+ <field name="model_id" search="[('model','=','model')]" model="ir.model"/>
+ <field name="groups" eval"[Command.set([ref('xml_id_group')])]/>
+ <field name="domain_force">[('warehouse_id', 'in', [team.default_warehouse.id for team in user.sale_team_ids if team.default_warehouse])]</field>
+</record>
+<record id="rule_group_model_2" model="ir.rule">
+ <field name="name">Access to all model</field>
+ <field name="model_id" search="[('model','=','model')]" model="ir.model"/>
+ <field name="groups" eval"[Command.set([ref('xml_id_group')])]/>
+ <field name="domain_force">[(1, '=', 1)]</field>
+</record>
+
+ -
+
- + Don't forget depends of this module adding it to the list into + + __openerp__.py + + +
+ The default value from this field will be the warehouse setted in the section +If the user is not related to a sales team or not warehouse setted on the +section the default warehouse will be set using the default behavior of the +system which is assign the main warehouse. +
+
+
+ + Bug Tracker +
++ Bugs are tracked on + + GitHub Issues + + . +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us smashing it by providing a detailed and +welcomed feedback + + here + +
+
+
+ + Credits +
++ + Contributors + +
+-
+
- + Nhomar Hernandez < + + nhomar@vauxoo.com + + > (Planner/Developer) + +
- + Katherine Zaoral < + + kathy@vauxoo.com + + > (Planner/Developer) + +
+