I'm trying to change an ir.rule that is from odoo base crm module. Specifically in odoo-server/addons/crm/security/crm_security.xml. The ir.rule is registered as no_update then I find this thread "How to inherit and change the domain of standard rules in odoo 8.0?". It work. The ir.rule is changed.
My goal is to change the domain_force so that when the user's "Sales" access right was set to "User: Own document only", it will see the user status in "Sales Team" (crm.team). If he is a leader, he can see the member's opportunity and his opportunity when opening the CRM menu
I add new many2many field in res.partner to store all crm.lead that a user can be viewed
The problem is when I open CRM menu, the data is not updated when I change the leader in "Sales Team". But it change when I upgrade the module OR set the argument --dev=xml when running the service
class CrmLead(models.Model):
_inherit = 'crm.lead'
def write(self, vals):
res = super(CrmLead, self).write(vals)
_logger.info("Editing in crm.lead")
# user_ids = self.user_id
partner_ids = self.env['res.users'].search([]).partner_id.ids
if partner_ids:
self._update_visible_crm_lead_ids(partner_ids)
_logger.info("Finish editing in crm.lead")
return res
visible_res_users_ids = fields.Many2many('res.partner', string='Leads')
def _update_visible_crm_lead_ids(self, partner_ids):
"""
1. Check the user. If the user is leader, get the members user_id. If not, just get user_id
2. Get all crm_lead that has the user_id that we got from the first step
3. Replace all visible_crm_lead_ids with the new one
"""
_logger.info("Entering update_visible_crm_lead with users: %s", partner_ids)
partners = self.env['res.partner'].sudo().search([('id', 'in', partner_ids)])
for partner in partners:
res_user = self.env['res.users'].search([('partner_id', '=', res_user.id)])
all_user_to_get_all_crm_lead = res_user.ids
if crm_team_based_on_leader:
all_user_to_get_all_crm_lead = all_user_to_get_all_crm_lead + crm_team_based_on_leader.member_ids.ids
all_user_to_get_all_crm_lead = list(set(all_user_to_get_all_crm_lead))
all_crm_lead = self.env['crm.lead'].search([('user_id', 'in', all_user_to_get_all_crm_lead)]).ids
_logger.debug("partner display name: %s", partner.display_name)
_logger.debug("res users: %s", res_user.display_name)
_logger.debug("all_crm_lead: %s", all_crm_lead)
partner.visible_crm_lead_ids = [(6, 0, all_crm_lead)]
class ResPartner(models.Model):
_inherit = "res.partner"
visible_crm_lead_ids = fields.Many2many('crm.lead', string='Leads')
class CrmTeam(models.Model):
_inherit = 'crm.team'
def write(self, vals):
res = super(CrmTeam, self).write(vals)
self.create_depart_users_write()
# self.update_res_partner()
_logger.info("Editing in crm.team")
crm_lead = self.env['crm.lead'].search([], limit=1)
if crm_lead:
partner_ids = self.env['res.users'].search([]).partner_id.ids
crm_lead._update_visible_crm_lead_ids(partner_ids)
_logger.info("Finish editing in crm.team")
return res
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!--Find the corresponding "to be inherited record" with noupdate="1" -->
<function name="write" model="ir.model.data">
<function model="ir.model.data" name="search">
<value eval="[('module', '=', 'crm'), ('name', '=', 'crm_rule_personal_lead')]" />
</function>
<value eval="{'noupdate': False}"/>
</function>
<!--Finish the job, i.e. inheriting/modifying some fields-->
<record id="crm.crm_rule_personal_lead" model="ir.rule">
<field name="domain_force">[('id', 'in', user.partner_id.visible_crm_lead_ids.ids)]</field>
</record>
<!--Optional, if you want to set noupdate to True again-->
<function name="write" model="ir.model.data">
<function model="ir.model.data" name="search">
<value eval="[('module', '=', 'crm'), ('name', '=', 'crm_rule_personal_lead')]" />
</function>
<value eval="{'noupdate': True}"/>
</function>
</odoo>
