[ADD]: Multi branch and CRM.

addons/base_branch_company/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of flectra. See LICENSE file for full copyright and licensing details.
+
+from . import models

addons/base_branch_company/__manifest__.py

@@ -0,0 +1,35 @@
+# -*- coding: utf-8 -*-
+# Part of flectra. See LICENSE file for full copyright and licensing details.
+
+{
+    'name': 'Branch & Company Mixin',
+    'version': '1.0',
+    'category': 'Discuss',
+    'author': ['Flectra'],
+    'sequence': 25,
+    'summary': 'Include Branch & Company support',
+    'description': """
+Branch & Company
+================
+
+Main Features
+-------------
+* Include Branch & Company in all objects
+* Just need to inherit ir.branch.company.mixin in your object
+* And in your xml file add below 2 lines in your Views
+    <field name="branch_id" />
+    <field name="company_id" />
+""",
+    'website': '',
+    'depends': ['base'],
+    'data': [
+            'security/branch_security.xml',
+            'security/ir.model.access.csv',
+            'views/res_branch_view.xml',
+    ],
+    'demo': [
+        'demo/branch_demo.xml',
+    ],
+    'installable': True,
+    'auto_install': True
+}

addons/base_branch_company/demo/branch_demo.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<flectra>
+    <data noupdate="1">
+
+    
+        <record id="data_branch_1" model="res.branch">
+            <field name="name">New York</field>
+            <field name="code">NY</field>
+            <field name="company_id" ref="base.main_company"/>
+            <field name="street">80 Broad St</field>
+            <field name="city">Scranton</field>
+            <field name="zip">10004</field>
+            <field name='country_id' ref='base.us'/>
+            <field name='state_id' ref='base.state_us_27'/>
+            <field name="phone">+1 485 123 8989</field>
+        </record>
+        <record id="data_branch_2" model="res.branch">
+            <field name="name">Washington</field>
+            <field name="code">WA</field>
+            <field name="company_id" ref="base.main_company"/>
+            <field name="street">2050 Bamako Place</field>
+            <field name="zip">DC 20521-7100</field>
+            <field name='country_id' ref='base.us'/>
+            <field name='state_id' ref='base.state_us_48'/>
+            <field name="phone">+1 555 123 8069</field>
+        </record>
+        <record id="data_branch_3" model="res.branch">
+            <field name="name">New Jersey</field>
+            <field name="code">NJ</field>
+            <field name="company_id" ref="base.main_company"/>
+            <field name="street">2711-2880 Nulla St.</field>
+            <field name="zip">NJ 20521-7100</field>
+            <field name='country_id' ref='base.us'/>
+            <field name='state_id' ref='base.state_us_48'/>
+            <field name="phone">(372) 587-2335</field>
+        </record>
+        <record id="base.user_root" model="res.users">
+            <field name="branch_ids" eval="[(6,0,[ref('data_branch_1'),])]"/>
+            <field name='default_branch_id' ref='data_branch_1'/>
+        </record>
+    </data>
+</flectra>

addons/base_branch_company/models/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+# Part of flectra. See LICENSE file for full copyright and licensing details.
+
+
+from . import res_branch
+from . import ir_branch_company
+from . import res_partner
+

addons/base_branch_company/models/ir_branch_company.py

@@ -0,0 +1,15 @@
+# -*- coding: utf-8 -*-
+# Part of flectra. See LICENSE file for full copyright and licensing details.
+
+from flectra import fields, models
+
+
+class IrBranchCompanyMixin(models.AbstractModel):
+    _name = "ir.branch.company.mixin"
+
+    branch_id = fields.Many2one(
+        'res.branch', 'Branch', ondelete="restrict",
+        default=lambda self: self.env.user.default_branch_id)
+    company_id = fields.Many2one(
+        'res.company', 'Company', ondelete="restrict",
+        default=lambda self: self.env.user.company_id)

addons/base_branch_company/models/res_branch.py

@@ -0,0 +1,105 @@
+# -*- coding: utf-8 -*-
+
+from flectra import api, fields, models
+
+
+class Company(models.Model):
+    _name = "res.company"
+    _inherit = ["res.company"]
+
+    branch_id = fields.Many2one('res.branch', 'Branch', ondelete="restrict")
+
+    @api.model
+    def create(self, vals):
+        branch = self.env['res.branch'].create({
+            'name': vals['name'],
+            'code': vals['name'],
+        })
+        vals['branch_id'] = branch.id
+        self.clear_caches()
+        company = super(Company, self).create(vals)
+        branch.write({'partner_id': company.partner_id.id,
+                      'company_id': company.id})
+        return company
+
+class ResBranch(models.Model):
+    _name = "res.branch"
+
+    name = fields.Char(string='Name', required=True)
+    code = fields.Char(string='Code', required=True)
+    active = fields.Boolean(string='Active', default=True)
+    partner_id = fields.Many2one('res.partner', string='Partner',
+                                 ondelete='restrict')
+    company_id = fields.Many2one(
+        'res.company', string="Company",
+        default=lambda self: self.env.user.company_id, required=True)
+    street = fields.Char()
+    street2 = fields.Char()
+    zip = fields.Char(change_default=True)
+    city = fields.Char()
+    state_id = fields.Many2one("res.country.state", string='State',
+                               ondelete='restrict')
+    country_id = fields.Many2one('res.country', string='Country',
+                                 ondelete='restrict')
+    email = fields.Char()
+    phone = fields.Char()
+    mobile = fields.Char()
+
+    _sql_constraints = [('branch_code_company_uniq', 'unique (code,company_id)',
+                         'The branch code must be unique per company!')]
+
+    @api.model
+    def create(self, vals):
+        if not vals.get('partner_id', False):
+            partner_id = self.env['res.partner'].create({'name': vals['name']})
+            vals.update({'partner_id': partner_id.id})
+        res = super(ResBranch, self).create(vals)
+        vals.pop("name", None)
+        vals.pop("code", None)
+        vals.pop("partner_id", None)
+        vals.update({'branch_id': res.id})
+        res.partner_id.write(vals)
+        return res
+
+    @api.multi
+    def write(self, vals):
+        res = super(ResBranch, self).write(vals)
+        vals.pop("name", None)
+        vals.pop("code", None)
+        vals.pop("company_id", None)
+        vals.pop("partner_id", None)
+        ctx = self.env.context.copy()
+        if 'branch' not in ctx:
+            self.partner_id.write(vals)
+        return res
+
+
+class Users(models.Model):
+
+    _inherit = "res.users"
+
+    @api.model
+    def branch_default_get(self, user):
+        if not user:
+            user = self._uid
+        branch_id = self.env['res.users'].browse(user).default_branch_id
+        if not branch_id:
+            branch_id = \
+                self.env['res.users'].browse(user).company_id.branch_id
+        return branch_id
+
+    @api.model
+    def _get_default_branch(self):
+        return self.branch_default_get(self._uid)
+
+    branch_ids = fields.Many2many('res.branch',
+                                  'res_branch_users_rel',
+                                  'user_id',
+                                  'branch_id',
+                                  'Branches')
+    default_branch_id = fields.Many2one('res.branch', 'Default branch',
+                                        default=_get_default_branch,
+                                        domain="[('company_id','=',company_id)"
+                                               "]")
+
+

addons/base_branch_company/models/res_partner.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+
+from flectra import api, fields, models
+
+class Partner(models.Model):
+    _name = "res.partner"
+    _inherit = ["res.partner", "ir.branch.company.mixin"]
+
+    @api.multi
+    def write(self, vals):
+        field_list = ['street', 'street2', 'zip', 'city', 'state_id',
+                      'country_id', 'email', 'phone', 'mobile']
+        branch_vals = dict((f, vals[f]) for f in field_list if f in vals)
+        if branch_vals and self.branch_id:
+            ctx = self.env.context.copy()
+            ctx.update({'branch': True})
+            self.branch_id.with_context(ctx).write(branch_vals)
+        result = super(Partner, self).write(vals)
+        return result
+
+
+

addons/base_branch_company/security/branch_security.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<flectra noupdate="1">
+
+    <record id="branch_comp_rule" model="ir.rule">
+        <field name="name">Branch</field>
+        <field name="model_id" ref="model_res_branch"/>
+        <field name="global" eval="True"/>
+        <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
+    </record>
+
+    <record id="ir_rule_branch_allowed"
+            model="ir.rule">
+        <field name="model_id" ref="model_res_branch"/>
+        <field name="domain_force">['|',  ('id','=',user.default_branch_id.id), ('id','in',[g.id for g in user.branch_ids])]
+</field>
+        <field name="name">Allowed Branch</field>
+        <field name="global" eval="True"/>
+    </record>
+
+</flectra>

addons/base_branch_company/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_res_branch,access_res_branch,model_res_branch,,1,1,1,0
+access_ir_branch_company,access_ir_branch_company,model_ir_branch_company_mixin,,1,1,1,0

addons/base_branch_company/tests/__init__.py

@@ -0,0 +1 @@
+from . import test_branch

addons/base_branch_company/tests/test_branch.py

@@ -0,0 +1,80 @@
+# -*- coding: utf-8 -*-
+# Part of Flectra. See LICENSE file for full copyright and licensing details.
+
+from flectra.tests.common import TransactionCase
+import logging
+_logger = logging.getLogger(__name__)
+
+class TestMultiBranch(TransactionCase):
+    def setUp(self):
+        super(TestMultiBranch, self).setUp()
+        self.partner_obj = self.env['res.partner']
+        self.main_company = self.env.ref('base.main_company')
+
+        self.branch0 = self.env.ref('base_branch_company.data_branch_1')
+        self.branch1 = self.env.ref('base_branch_company.data_branch_2')
+
+        self.user_1 = self.create_user(self.main_company, 'user_1', self.branch0,
+                                            [self.branch0, self.branch1])
+        self.user_2 = self.create_user(self.main_company, 'user_2', self.branch1,
+                                            [self.branch1])
+
+        self.model_id = \
+            self.env['ir.model'].search([('model', '=', 'res.partner')])
+        self.record_rules = self.env['ir.rule'].create({
+            'name': 'Partner',
+            'model_id': self.model_id.id,
+            'domain_force':
+                "['|',('branch_id','=', False),'|', "
+                "('branch_id','=',user.default_branch_id.id), "
+                "('branch_id','in', [b.id for b in user.branch_ids] )]"
+        })
+        self.branch_partner0 = self.partner_obj.create({
+            'name': 'Test Partner0',
+            'email': 'test@123.example.com',
+            'branch_id': self.branch0.id
+        })
+
+        self.env = self.env(user=self.user_1)
+        self.branch_partner1 = self.partner_obj.create({
+            'name': 'Test Partner1',
+            'email': 'test@123.example.com',
+            'branch_id': self.branch0.id
+        })
+
+    def create_user(self, main_company, user_name, branch_id, branch_ids):
+        data = {
+            'company_ids': [(4, main_company.id)],
+            'branch_ids': [(4, branch_id.id) for branch_id in branch_ids],
+            'company_id': main_company.id,
+            'default_branch_id': branch_id.id,
+            'login': user_name,
+            'name': 'Test User',
+            'password': '123',
+            'email': 'testuser@yourcompany.com',
+
+        }
+        user_obj = self.env['res.users'].create(data)
+        return user_obj
+
+
+    def test_user_authentication(self):
+        partner = self.partner_obj.sudo(self.user_1.id).search(
+            [('id', '=', self.branch_partner1.id),
+             ('branch_id', '=', self.branch0.id)])
+        self.assertNotEqual(partner.ids, [], 'Test User have access to '
+                                       'Branch %s' % self.branch0.name)
+
+        partner = self.partner_obj.sudo(self.user_2.id).search(
+            [('id', '=', self.branch_partner0.id),
+             ('branch_id', '=', self.branch0.id)])
+        self.assertEqual(partner.ids, [],
+                            'Test User should not have access to '
+                            'Branch %s' % self.branch0.name)
+
+
+
+
+
+
+

addons/base_branch_company/views/res_branch_view.xml

@@ -0,0 +1,106 @@
+<?xml version="1.0" encoding="utf-8"?>
+<flectra>
+    <record id="view_res_branch_form" model="ir.ui.view">
+        <field name="name">res.branch.form</field>
+        <field name="model">res.branch</field>
+        <field name="arch" type="xml">
+            <form string="Branch">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="toggle_active" type="object"
+                                class="oe_stat_button" icon="fa-archive">
+                            <field name="active" widget="boolean_button"
+                                options='{"terminology": "archive"}'/>
+                        </button>
+                    </div>
+                    <group col="4">
+                        <field name="name"/>
+                        <field name="code"/>
+                        <field name="company_id" groups="base.group_multi_company"/>
+                        <field name="partner_id" readonly="1"/>
+                    </group>
+                    <group>
+                        <group>
+                            <label for="street" string="Address"/>
+                            <div class="o_address_format">
+                                <field name="street" placeholder="Street..." class="o_address_street"/>
+                                <field name="street2" placeholder="Street 2..." class="o_address_street"/>
+                                <field name="city" placeholder="City" class="o_address_city"/>
+                                <field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'
+                                       context="{'country_id': country_id, 'zip': zip}"/>
+                                <field name="zip" placeholder="ZIP" class="o_address_zip"/>
+                                <field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
+                            </div>
+                        </group>
+                        <group>
+                            <field name="phone" widget="phone"/>
+                            <field name="mobile" widget="phone"/>
+                            <field name="email" widget="email" context="{'gravatar_image': True}"/>
+                        </group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_res_branch_tree" model="ir.ui.view">
+        <field name="name">res.branch.tree</field>
+        <field name="model">res.branch</field>
+        <field name="arch" type="xml">
+            <tree string="Branch">
+                <field name="code"/>
+                <field name="name"/>
+                <field name="company_id" groups="base.group_multi_company"/>
+            </tree>
+        </field>
+    </record>
+    <record id="view_res_branch_search" model="ir.ui.view">
+        <field name="name">res.branch.search</field>
+        <field name="model">res.branch</field>
+        <field name="arch" type="xml">
+            <search string="Search Branch">
+                <field name="name" string="Branch"/>
+                <field name="code" string="Code"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_res_branch_tree" model="ir.actions.act_window">
+        <field name="name">Branches</field>
+        <field name="res_model">res.branch</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+          <p class="oe_view_nocontent_create">
+            Click to start a new Branch.
+          </p>
+        </field>
+    </record>
+
+    <menuitem action="action_res_branch_tree"
+             id="menu_action_res_branch_tree"
+             parent="base.menu_users"/>
+
+
+    <record id="view_branch_users_form" model="ir.ui.view">
+        <field name="name">res.users.form.branch</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='access_rights']/group[1]" position="replace">
+                <group>
+                    <group string="Multi Companies" attrs="{'invisible': [('companies_count', '&lt;=', 1)]}">
+                        <field string="Allowed Companies" name="company_ids" widget="many2many_tags"/>
+                        <field string="Current Company" name="company_id" context="{'user_preference': 0}"/>
+                        <field string="Companies count" name="companies_count" invisible="1"/>
+                    </group>
+                    <group string="Allowed Branches">
+                            <field name="default_branch_id" domain="[('company_id','=',company_id)]"/>
+                            <field name="branch_ids" widget="many2many_tags" domain="[('company_id','=',company_id)]"/>
+                    </group>
+                </group>
+            </xpath>
+        </field>
+    </record>
+
+</flectra>

addons/crm/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     'name': 'CRM',
-    'author': 'Odoo S.A',
+    'author' : 'Odoo S.A',
     'version': '1.0',
     'category': 'Sales',
     'sequence': 5,

addons/crm/data/crm_lead_demo.xml

@@ -53,6 +53,7 @@
             <field name="priority">1</field>
             <field name="team_id" ref="sales_team.team_sales_department"/>
             <field name="user_id" ref="base.user_root"/>
+            <field name="branch_id" ref="base_branch_company.data_branch_2"/>
             <field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
             <field name="stage_id" ref="stage_lead1"/>
             <field name="campaign_id" ref="utm.utm_campaign_email_campaign_products"/>
@@ -82,6 +83,7 @@
             <field name="country_id" ref="base.fr"/>
             <field name="city">Bordeaux</field>
             <field name="zip">33000</field>
+            <field name="branch_id" ref="base_branch_company.data_branch_2"/>
             <field name="street">Rue Ignasse Blanchoux 214/32</field>
             <field name="phone">+33 1 25 54 45 69</field>
             <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
@@ -111,6 +113,7 @@
             <field name="email_from">contact@thekompany.example.com</field>
             <field name="country_id" ref="base.us"/>
             <field name="city">New York</field>
+            <field name="branch_id" ref="base_branch_company.data_branch_2"/>
             <field name="zip">10001</field>
             <field name="street">Lafayette Ave 450/12</field>
             <field name="phone">+1 555 754 3010</field>
@@ -133,6 +136,7 @@
             <field name="email_from">hmc@yahoo.example.com</field>
             <field name="country_id" ref="base.uk"/>
             <field name="city">Manchester</field>
+            <field name="branch_id" ref="base_branch_company.data_branch_2"/>
             <field name="zip">03101</field>
             <field name="street">United Street 68</field>
             <field name="tag_ids" eval="[(6, 0, [categ_oppor5])]"/>
@@ -369,6 +373,7 @@ Andrew</p>]]></field>
             <field name="partner_name">Rediff Mail</field>
             <field name="email_from">willmac@rediffmail.example.com</field>
             <field name="country_id" ref="base.au"/>
+            <field name="branch_id" ref="base_branch_company.data_branch_2"/>
             <field name="city">Melbourne</field>
             <field name="street">Kensington Road 189</field>
             <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>

addons/crm/models/crm_lead.py

@@ -50,7 +50,7 @@ class Lead(models.Model):
     _name = "crm.lead"
     _description = "Lead/Opportunity"
     _order = "priority desc,activity_date_deadline,id desc"
-    _inherit = ['mail.thread', 'mail.activity.mixin', 'utm.mixin', 'format.address.mixin']
+    _inherit = ['mail.thread', 'mail.activity.mixin', 'utm.mixin', 'format.address.mixin', 'ir.branch.company.mixin']
 
     def _default_probability(self):
         stage_id = self._default_stage_id()

addons/crm/models/crm_team.py

@@ -78,6 +78,7 @@ class Team(models.Model):
         values['alias_defaults'] = defaults = safe_eval(self.alias_defaults or "{}")
         defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
         defaults['team_id'] = self.id
+        defaults['branch_id'] = self.branch_id and self.branch_id.id
         return values
 
     @api.onchange('use_leads', 'use_opportunities')

addons/crm/security/crm_security.xml

@@ -84,6 +84,16 @@
         <field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
         <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
     </record>
+
+    <!-- Multi Branch rule -->
+    <record id="crm_lead_multi_branch_rule" model="ir.rule">
+        <field name="name">Lead multi-branch</field>
+        <field name="model_id" ref="model_crm_lead"/>
+        <field name="global" eval="True"/>
+        <field name="domain_force">['|', ('branch_id', '=', False), '|', ('branch_id', '=', user.default_branch_id.id),
+            ('branch_id', 'in', user.branch_ids.ids)]
+        </field>
+    </record>
 </data>
 
 </flectra>

addons/crm/tests/__init__.py

@@ -5,3 +5,4 @@ from . import test_new_lead_notification
 from . import test_lead2opportunity
 from . import test_crm_activity
 from . import test_crm_ui
+from . import test_crm_branch

addons/crm/tests/common.py

@@ -33,11 +33,13 @@ class TestCrmCases(TransactionCase):
 
     def setUp(self):
         super(TestCrmCases, self).setUp()
-
+        branch0 = self.env.ref('base_branch_company.data_branch_1')
+        branch = self.env.ref('base_branch_company.data_branch_2')
         # Create a user as 'Crm Salesmanager' and added the `sales manager` group
         self.crm_salemanager = self.env['res.users'].create({
             'company_id': self.env.ref("base.main_company").id,
-            'name': "Crm Sales manager",
+            'name': "Crm Sales manager", 'default_branch_id': branch.id,
+            'branch_ids': [(4, branch_id.id) for branch_id in [branch0, branch]],
             'login': "csm",
             'email': "crmmanager@yourcompany.com",
             'groups_id': [(6, 0, [self.ref('sales_team.group_sale_manager')])]
@@ -46,7 +48,8 @@ class TestCrmCases(TransactionCase):
         # Create a user as 'Crm Salesman' and added few groups
         self.crm_salesman = self.env['res.users'].create({
             'company_id': self.env.ref("base.main_company").id,
-            'name': "Crm Salesman",
+            'name': "Crm Salesman", 'default_branch_id': branch.id,
+            'branch_ids': [(4, branch_id.id) for branch_id in [branch0, branch]],
             'login': "csu",
             'email': "crmuser@yourcompany.com",
             'groups_id': [(6, 0, [self.env.ref('sales_team.group_sale_salesman_all_leads').id, self.env.ref('base.group_partner_manager').id])]

addons/crm/tests/test_crm_activity.py

@@ -34,10 +34,12 @@ class TestCrmMailActivity(TestCrmCases):
 
         # I create an opportunity, as salesman
         self.partner_client = self.env.ref("base.res_partner_1")
+        branch = self.env.ref('base_branch_company.data_branch_2')
         self.lead = self.env['crm.lead'].sudo(self.crm_salesman.id).create({
             'name': 'Test Opp',
             'type': 'opportunity',
             'partner_id': self.partner_client.id,
+            'branch_id': branch.id,
             'team_id': self.env.ref("sales_team.team_sales_department").id,
             'user_id': self.crm_salesman.id,
         })

addons/crm/tests/test_crm_branch.py

@@ -0,0 +1,68 @@
+# -*- coding: utf-8 -*-
+from flectra.tests import common
+
+
+class TestCrmBranch(common.TransactionCase):
+
+    def setUp(self):
+        super(TestCrmBranch, self).setUp()
+
+        self.branch_1 = self.env.ref('base_branch_company.data_branch_1')
+        self.branch_2 = self.env.ref('base_branch_company.data_branch_2')
+        self.model_crm = self.env['crm.lead']
+        self.sale_user_group = self.env.ref('sales_team.group_sale_manager')
+        self.main_company = self.env.ref('base.main_company')
+        self.crm_user_group = self.env.ref('base.group_user')
+
+        self.user_1 = self.create_crm_user(self.main_company, self.branch_1, [self.branch_1],'user_1', [self.sale_user_group,
+                                                  self.crm_user_group])
+        self.user_2 = self.create_crm_user(self.main_company, self.branch_2, [self.branch_2], 'user_2', [self.sale_user_group,
+                                                  self.crm_user_group])
+        self.team1=self.env.ref('sales_team.team_sales_department')
+        self.team1.write({'branch_id': self.branch_1.id, 'user_id': self.user_1.id})
+        self.team2 = self.env.ref('sales_team.crm_team_1')
+        self.team2.write({'branch_id': self.branch_2.id, 'user_id': self.user_2.id})
+
+        self.lead_1 = self.lead_create(self.branch_1, self.team1, self.user_1.id)
+        self.lead_2 = self.lead_create(self.branch_2, self.team2, self.user_2.id)
+
+    def create_crm_user(self, main_company, branch, branch_ids, login_user, groups):
+        groups = [group.id for group in groups]
+        user_obj = self.env['res.users'].create({
+            'company_id': main_company.id,
+            'branch_ids': [(4, branch_id.id) for branch_id in branch_ids],
+            'default_branch_id': branch.id,
+            'company_ids': [(4, main_company.id)],
+            'groups_id': [(6, 0, groups)],
+            'login': login_user,
+            'name': 'CRM Test ' + login_user,
+            'email': 'demo@yourcompany.com',
+            'password': '123',
+        })
+        return user_obj
+
+
+    def lead_create(self, branch_id, team_id, user_id, ):
+        lead_name = 'CRM LEAD '
+        lead = self.model_crm.create({
+            'user_id': user_id,
+            'team_id': team_id.id,
+            'name': lead_name + branch_id.name,
+            'branch_id': branch_id.id,
+        })
+        return lead
+
+    def test_lead_authentication(self):
+        lead_ids = self.model_crm.sudo(self.user_2.id).search(
+            [('branch_id', '=', self.branch_1.id), ('id', '=', self.lead_1.id)])
+        self.assertEqual(lead_ids.ids, [], ('%s should not have'
+                                            ' access to %s')
+                         % (self.user_2.name, self.branch_1.name))
+
+    def test_team_branch(self):
+        lead = self.lead_create(self.branch_2, self.team2, self.user_2.id )
+        self.assertEqual(
+            lead.branch_id, self.branch_2, ('%s lead '
+                                            'should have %s as branch')
+                                           % (self.user_2.name,
+                                              self.branch_2.name))

addons/crm/tests/test_crm_lead.py

@@ -25,8 +25,10 @@ class TestCRMLead(TestCrmCases):
 
     def test_find_stage(self):
         # I create a new lead
+        branch = self.env.ref('base_branch_company.data_branch_1')
         lead = self.env['crm.lead'].create({
             'type': "lead",
+            'branch_id': branch.id,
             'name': "Test lead new",
             'partner_id': self.env.ref("base.res_partner_1").id,
             'description': "This is the description of the test new lead.",
@@ -77,11 +79,12 @@ class TestCRMLead(TestCrmCases):
         # During a mixed merge (involving leads and opps), data should be handled a certain way following their type (m2o, m2m, text, ...)  Start by creating two leads and an opp and giving the rights of Sales manager.
         default_stage_id = self.ref("crm.stage_lead1")
         LeadSalesmanager = self.env['crm.lead'].sudo(self.crm_salemanager.id)
-
+        branch = self.env.ref('base_branch_company.data_branch_2')
         # TEST CASE 1
         test_crm_opp_01 = LeadSalesmanager.create({
             'type': 'opportunity',
             'name': 'Test opportunity 1',
+            'branch_id': branch.id,
             'partner_id': self.env.ref("base.res_partner_3").id,
             'stage_id': default_stage_id,
             'description': 'This is the description of the test opp 1.'
@@ -91,7 +94,7 @@ class TestCRMLead(TestCrmCases):
             'type': 'lead',
             'name': 'Test lead first',
             'partner_id': self.env.ref("base.res_partner_1").id,
-            'stage_id': default_stage_id,
+            'stage_id': default_stage_id, 'branch_id': branch.id,
             'description': 'This is the description of the test lead first.'
         })
 
@@ -99,7 +102,7 @@ class TestCRMLead(TestCrmCases):
             'type': 'lead',
             'name': 'Test lead second',
             'partner_id': self.env.ref("base.res_partner_1").id,
-            'stage_id': default_stage_id,
+            'stage_id': default_stage_id, 'branch_id': branch.id,
             'description': 'This is the description of the test lead second.'
         })
 
@@ -124,14 +127,14 @@ class TestCRMLead(TestCrmCases):
         # I want to test leads merge.  Start by creating two leads (with the same partner)
         test_crm_lead_03 = LeadSalesmanager.create({
             'type': 'lead',
-            'name': 'Test lead 3',
+            'name': 'Test lead 3', 'branch_id': branch.id,
             'partner_id': self.env.ref("base.res_partner_1").id,
             'stage_id': default_stage_id
         })
 
         test_crm_lead_04 = LeadSalesmanager.create({
             'type': 'lead',
-            'name': 'Test lead 4',
+            'name': 'Test lead 4', 'branch_id': branch.id,
             'partner_id': self.env.ref("base.res_partner_1").id,
             'stage_id': default_stage_id
         })
@@ -154,14 +157,14 @@ class TestCRMLead(TestCrmCases):
         # I want to test opps merge.  Start by creating two opportunities (with the same partner).
         test_crm_opp_02 = LeadSalesmanager.create({
             'type': 'opportunity',
-            'name': 'Test opportunity 2',
+            'name': 'Test opportunity 2', 'branch_id': branch.id,
             'partner_id': self.env.ref("base.res_partner_3").id,
             'stage_id': default_stage_id
         })
 
         test_crm_opp_03 = LeadSalesmanager.create({
             'type': 'opportunity',
-            'name': 'Test opportunity 3',
+            'name': 'Test opportunity 3', 'branch_id': branch.id,
             'partner_id': self.env.ref("base.res_partner_3").id,
             'stage_id': default_stage_id
         })

addons/crm/tests/test_lead2opportunity.py

@@ -38,6 +38,7 @@ class TestLead2opportunity2win(TestCrmCases):
         crm_case_3.message_post(subject='Test note', body='Détails envoyés par le client sur ​​le FAX pour la qualité')
 
         # I convert mass lead into opportunity customer.
+        branch = self.env.ref('base_branch_company.data_branch_1')
         mass = CrmLead2OpportunityPartnerMass.with_context({'active_model': 'crm.lead', 'active_ids': [crm_case_13.id, crm_case_2.id], 'active_id': crm_case_13.id}).create({
             'user_ids': [(6, 0, self.env.ref('base.user_root').ids)],
             'team_id': self.env.ref("sales_team.team_sales_department").id
@@ -73,25 +74,25 @@ class TestLead2opportunity2win(TestCrmCases):
         CrmLead2OpportunityPartnerMass = self.env['crm.lead2opportunity.partner.mass']
         LeadSaleman = self.env['crm.lead'].sudo(self.crm_salesman.id)
         default_stage_id = self.ref("crm.stage_lead1")
-
+        branch = self.env.ref('base_branch_company.data_branch_2')
         # During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method.  Start by creating 4 salesmen (A to D) and 6 leads (1 to 6).
         test_res_user_01 = self.env['res.users'].create({
-            'name': 'Test user A',
+            'name': 'Test user A', 'default_branch_id': branch.id,
             'login': 'tua@example.com',
             'new_password': 'tua'
         })
         test_res_user_02 = self.env['res.users'].create({
-            'name': 'Test user B',
+            'name': 'Test user B', 'default_branch_id': branch.id,
             'login': 'tub@example.com',
             'new_password': 'tub'
         })
         test_res_user_03 = self.env['res.users'].create({
-            'name': 'Test user C',
+            'name': 'Test user C', 'default_branch_id': branch.id,
             'login': 'tuc@example.com',
             'new_password': 'tuc'
         })
         test_res_user_04 = self.env['res.users'].create({
-            'name': 'Test user D',
+            'name': 'Test user D', 'default_branch_id': branch.id,
             'login': 'tud@example.com',
             'new_password': 'tud'
         })
@@ -99,36 +100,36 @@ class TestLead2opportunity2win(TestCrmCases):
         # Salesman also creates lead so giving access rights of salesman.
         test_crm_lead_01 = LeadSaleman.create({
             'type': 'lead',
-            'name': 'Test lead 1',
+            'name': 'Test lead 1', 'branch_id': branch.id,
             'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
             'stage_id': default_stage_id
         })
         test_crm_lead_02 = LeadSaleman.create({
-            'type': 'lead',
+            'type': 'lead', 'branch_id': branch.id,
             'name': 'Test lead 2',
             'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
             'stage_id': default_stage_id
         })
         test_crm_lead_03 = LeadSaleman.create({
-            'type': 'lead',
+            'type': 'lead', 'branch_id': branch.id,
             'name': 'Test lead 3',
             'email_from': 'Raoul Grosbedon <raoul@grosbedon.fr>',
             'stage_id': default_stage_id
         })
         test_crm_lead_04 = LeadSaleman.create({
-            'type': 'lead',
+            'type': 'lead', 'branch_id': branch.id,
             'name': 'Test lead 4',
             'email_from': 'Fabrice Lepoilu',
             'stage_id': default_stage_id
         })
         test_crm_lead_05 = LeadSaleman.create({
-            'type': 'lead',
+            'type': 'lead', 'branch_id': branch.id,
             'name': 'Test lead 5',
             'email_from': 'Fabrice Lepoilu',
             'stage_id': default_stage_id
         })
         test_crm_lead_06 = LeadSaleman.create({
-            'type': 'lead',
+            'type': 'lead', 'branch_id': branch.id,
             'name': 'Test lead 6',
             'email_from': 'Agrolait SuperSeed SA',
             'stage_id': default_stage_id

addons/crm/tests/test_new_lead_notification.py

@@ -16,6 +16,7 @@ class NewLeadNotification(TestCrm):
 
         # Imitate what happens in the controller when somebody creates a new
         # lead from the website form
+        branch = self.env.ref('base_branch_company.data_branch_1')
         lead = self.env["crm.lead"].with_context(mail_create_nosubscribe=True).sudo().create({
             "contact_name": "Somebody",
             "description": "Some question",
@@ -23,6 +24,7 @@ class NewLeadNotification(TestCrm):
             "name": "Some subject",
             "partner_name": "Some company",
             "team_id": self.sales_team_1.id,
+            "branch_id": branch.id,
             "phone": "+0000000000"
         })
         # partner and channel should be auto subscribed

addons/crm/views/crm_lead_views.xml

@@ -89,6 +89,7 @@
                             <field name="user_id" domain="[('share', '=', False)]"
                                 context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
                             <field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
+                            <field name="branch_id" options="{'no_create': True, 'no_create_edit': True}"/>
                             <field name="type" invisible="1"/>
                         </group>
                         <group>
@@ -492,6 +493,7 @@
                             <group>
                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}" domain="[('share', '=', False)]"/>
                                 <field name="team_id" widget="selection"/>
+                                <field name="branch_id" options="{'no_create': True, 'no_create_edit': True}"/>
                             </group>
                             <group>
                                 <field name="priority" widget="priority"/>
@@ -650,6 +652,7 @@
                         <filter string="Sales Channel" context="{'group_by':'team_id'}"/>
                         <filter string="Country" context="{'group_by':'country_id'}" />
                         <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+                        <filter string="Branch" context="{'group_by':'branch_id'}"/>
                         <filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/>
                         <filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
                         <filter string="Medium" domain="[]" context="{'group_by':'medium_id'}"/>

addons/sales_team/models/crm_team.py

@@ -8,14 +8,14 @@ from dateutil.relativedelta import relativedelta
 import json
 
 from flectra import api, fields, models, _
-from flectra.exceptions import UserError
+from flectra.exceptions import UserError, ValidationError
 from flectra.release import version
 from flectra.tools import DEFAULT_SERVER_DATE_FORMAT as DF
 
 
 class CrmTeam(models.Model):
     _name = "crm.team"
-    _inherit = ['mail.thread']
+    _inherit = ['mail.thread', 'ir.branch.company.mixin']
     _description = "Sales Channel"
     _order = "name"
 
@@ -81,6 +81,18 @@ class CrmTeam(models.Model):
         ('year', 'Last Year'),
     ], string='Scale', default='month', help="The time period this channel's dashboard graph will consider.")
 
+    @api.constrains('company_id', 'branch_id')
+    def _check_company_branch(self):
+        for record in self:
+            if record.company_id and record.company_id != record.branch_id.company_id:
+                raise ValidationError(
+                    _('Configuration Error of Company:\n'
+                      'The Company (%s) in the Team and '
+                      'the Company (%s) of Branch must '
+                      'be the same company!') % (record.company_id.name,
+                                                record.branch_id.company_id.name)
+                    )
+
     @api.depends('dashboard_graph_group', 'dashboard_graph_model', 'dashboard_graph_period')
     def _compute_dashboard_graph(self):
         for team in self.filtered('dashboard_graph_model'):

addons/sales_team/security/sales_team_security.xml

@@ -40,6 +40,13 @@
             <field eval="[(6,0,[ref('base.group_system')])]" name="groups_id"/>
         </record>
 
+        <record model="ir.rule" id="crm_team_multi_branch_rule">
+            <field name="name">CRM Team multi-branch</field>
+            <field name="model_id" ref="sales_team.model_crm_team"/>
+            <field name="global" eval="True"/>
+            <field name="domain_force">['|',('branch_id','=', False),'|',('branch_id','=',user.default_branch_id.id), ('branch_id','in', [b.id for b in user.branch_ids])]</field>
+        </record>
+
     <data noupdate="1">
         <record id="base.default_user" model="res.users">
             <field name="groups_id" eval="[(4,ref('sales_team.group_sale_manager'))]"/>

addons/sales_team/tests/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import test_branch_crm_team

addons/sales_team/tests/test_branch_crm_team.py

@@ -0,0 +1,56 @@
+# -*- coding: utf-8 -*-
+
+from flectra.tests import common
+
+
+class TestBranchSaleTeam(common.TransactionCase):
+
+    def setUp(self):
+        super(TestBranchSaleTeam, self).setUp()
+
+        self.main_company = self.env.ref('base.main_company')
+        self.sale_user_group = self.env.ref('sales_team.group_sale_manager')
+        self.manager_user_group = self.env.ref('sales_team.group_sale_manager')
+        self.branch_1 = self.env.ref('base_branch_company.data_branch_1')
+        self.branch_3 = self.env.ref('base_branch_company.data_branch_3')
+        self.user_id_1 = self.create_sale_team_user(self.main_company, 'user_1', self.branch_1,
+                                            [self.branch_1, self.branch_3],
+                                            [self.sale_user_group, self.manager_user_group])
+        self.user_id_2 = self.create_sale_team_user(self.main_company, 'user_2', self.branch_3,
+                                            [self.branch_3],
+                                            [self.sale_user_group, self.manager_user_group])
+        self.sales_team_1 = self.crm_team_create('CRM Team User 1', self.user_id_1, self.branch_1)
+        self.sales_team_2 = self.crm_team_create('CRM Team User 2', self.user_id_2, self.branch_3)
+
+    def create_sale_team_user(self, main_company, user_name, branch_id, branch_ids, groups):
+        group_ids = [grp.id for grp in groups]
+        data = {
+            'company_ids': [(4, main_company.id)],
+            'branch_ids': [(4, ou.id) for ou in branch_ids],
+            'company_id': main_company.id,
+            'groups_id': [(6, 0, group_ids)],
+            'default_branch_id': branch_id.id,
+            'login': user_name,
+            'name': 'Ron Sales User',
+            'password': '123',
+            'email': 'ron@yourcompany.com',
+        }
+        user_obj = self.env['res.users'].create(data)
+        return user_obj
+
+    def crm_team_create(self, team_name, user_id, branch_id):
+        crm_id = self.env['crm.team'].sudo(user_id.id).create({'name': team_name,
+                                                    'branch_id': branch_id.id})
+        return crm_id
+
+    def get_crm_team(self, user_id, sales_team_1, branch_id):
+        crm_team = self.env['crm.team'].sudo(user_id.id).search(
+            [('id', '=', sales_team_1.id),
+             ('branch_id', '=', branch_id.id)])
+        return crm_team
+
+    def test_user_authentication_2(self):
+        crm_team = self.get_crm_team(self.user_id_1, self.sales_team_1, self.branch_3)
+        self.assertEqual(crm_team.ids, [], ('%s should not have '
+                                            'access to Branch %s') % (
+            self.user_id_1.name, self.branch_1.name))