1.强制必填字段

（1）【客户名称】、【税ID】、【Email】、【销售员】、【标签】为强制必填
（2）【电话】、【手机】两个字段控制为二选一强制必填
2.客户校验规则：
（1）【客户名称】+【税ID】两个字段分别与已经创建客户的档案信息进行校验，任意一项100%吻合则不允许创建客户
3.强制必填字段
（1）【名称】、【Email】、【销售员】为强制必填
（2）【电话】、【手机】两个字段控制为二选一强制必填
4.个人校验规则：
（1）【名称】+【Email】两个字段分别与已经创建客户的档案信息进行校验，两项一起100%吻合则不允许创建个人
5.下拉仅显示销售人员的账户用户名(非相关用户及姓名不显示)，字段为强制必填
（1）创建人的权限为销售经理，则【销售员】字段自动默认为当前账号的用户姓名，且不可修改
（2）创建人的权限为销售总监，则【销售员】字段自动默认为当前账号的用户姓名，可下拉选择，修改销售人员姓名

sf_manufacturing/models/product_template.py

@@ -6,8 +6,8 @@ import os
 from odoo import models, fields, api, _
 from odoo.exceptions import ValidationError
 from odoo.modules import get_resource_path
-from OCC.Extend.DataExchange import read_step_file
-from OCC.Extend.DataExchange import write_stl_file
+# from OCC.Extend.DataExchange import read_step_file
+# from OCC.Extend.DataExchange import write_stl_file
 
 
 class ResProductMo(models.Model):

sf_quality/security/ir.model.access.csv

@@ -53,8 +53,13 @@ access_product_template_group_equipment_manager,product_template_group_equipment
 access_quality_alert_stage_group_quality,quality_alert_stage_group_quality,quality.model_quality_alert_stage,sf_base.group_quality,1,0,0,0
 access_quality_alert_stage_group_quality_director,quality_alert_stage_group_quality_director,quality.model_quality_alert_stage,sf_base.group_quality_director,1,0,0,0
 
+access_quality_point_test_type_group_quality,quality_point_test_type_group_quality,quality.model_quality_point_test_type,sf_base.group_quality,1,0,0,0
+access_quality_point_test_type_group_quality_director,quality_point_test_type_group_quality_director,quality.model_quality_point_test_type,sf_base.group_quality_director,1,0,0,0
+
+access_quality_point_test_type_group_quality,quality_point_test_type_group_quality,quality.model_quality_point_test_type,sf_base.group_quality,1,0,0,0
+access_quality_point_test_type_group_quality_director,quality_point_test_type_group_quality_director,quality.model_quality_point_test_type,sf_base.group_quality_director,1,0,0,0
+
 
-access_quality_alert_stage,quality.alert.stage,quality.model_quality_alert_stage,sf_base.group_plan_dispatch,1,0,0,0
 
 
 

sf_sale/__manifest__.py

@@ -17,6 +17,7 @@
         'wizard/sale_order_wizard_views.xml',
         'views/sale_team.xml',
         'views/sale_order_view.xml',
+        'views/res_partner_view.xml',
         'views/purchase_order_view.xml',
         'views/quick_easy_order_view.xml'
     ],

sf_sale/models/auto_quatotion_common.py

@@ -2,7 +2,7 @@
 import logging
 from odoo.modules import get_resource_path
 from odoo import fields, models, api
-from quatotion import readSql, feature_recognize, auto_quatotion
+# from quatotion import readSql, feature_recognize, auto_quatotion
 
 __author__ = 'jinling.yang'
 _logger = logging.getLogger(__name__)

sf_sale/models/quick_easy_order.py

@@ -5,8 +5,8 @@ import os
 import json
 from datetime import datetime
 import requests
-from OCC.Extend.DataExchange import read_step_file
-from OCC.Extend.DataExchange import write_stl_file
+# from OCC.Extend.DataExchange import read_step_file
+# from OCC.Extend.DataExchange import write_stl_file
 from odoo import models, fields, api
 from odoo.modules import get_resource_path
 from odoo.exceptions import ValidationError, UserError

sf_sale/models/sale_order.py

@@ -1,7 +1,7 @@
 import datetime
 import base64
 from odoo import models, fields, api
-from odoo.osv import expression
+from odoo.exceptions import UserError
 
 
 class ReSaleOrder(models.Model):
@@ -86,6 +86,24 @@ class RePurchaseOrder(models.Model):
 class ResPartnerToSale(models.Model):
     _inherit = 'res.partner'
 
+    @api.constrains('name')
+    def _check_name(self):
+        obj = self.sudo().search([('name', '=', self.name), ('id', '!=', self.id)])
+        if obj:
+            raise UserError('该名称已存在,请重新输入')
+
+    @api.constrains('vat')
+    def _check_vat(self):
+        obj = self.sudo().search([('vat', '=', self.vat), ('id', '!=', self.id)])
+        if obj:
+            raise UserError('该税ID已存在,请重新输入')
+
+    @api.constrains('email')
+    def _check_email(self):
+        obj = self.sudo().search([('email', '=', self.email), ('id', '!=', self.id)])
+        if obj:
+            raise UserError('该邮箱已存在,请重新输入')
+
     @api.model
     def _name_search(self, name, args=None, operator='ilike', limit=100, name_get_uid=None):
         if self._context.get('is_customer'):
@@ -95,3 +113,21 @@ class ResPartnerToSale(models.Model):
                 domain = [('user_id', '=', self.env.user.id)]
             return self._search(domain, limit=limit, access_rights_uid=name_get_uid)
         return super()._name_search(name, args, operator, limit, name_get_uid)
+
+    @api.onchange('user_id')
+    def _get_salesman(self):
+        self.user_id = self.env.user.id
+
+
+class ResUserToSale(models.Model):
+    _inherit = 'res.users'
+
+    @api.model
+    def _name_search(self, name, args=None, operator='ilike', limit=100, name_get_uid=None):
+        if self._context.get('is_sale'):
+            if self.env.user.has_group('sf_base.group_sale_director'):
+                domain = []
+            elif self.env.user.has_group('sf_base.group_sale_salemanager'):
+                domain = [('id', '=', self.env.user.id)]
+            return self._search(domain, limit=limit, access_rights_uid=name_get_uid)
+        return super()._name_search(name, args, operator, limit, name_get_uid)

sf_sale/security/group_security.xml

@@ -23,7 +23,7 @@
         <record model="ir.rule" id="sale_customer_rule_director">
             <field name="name">销售总监查看所有客户</field>
             <field name="model_id" ref="base.model_res_partner"/>
-            <field name="domain_force">[(1,'=',1),('customer_rank','=',1)]</field>
+            <field name="domain_force">[(1,'=',1),('customer_rank','>',0)]</field>
             <field name="groups" eval="[(4, ref('sf_base.group_sale_director'))]"/>
             <field name="perm_read" eval="1"/>
             <field name="perm_write" eval="1"/>
@@ -32,7 +32,8 @@
         <record model="ir.rule" id="sale_customer_rule_my">
             <field name="name">销售经理查看自己的客户</field>
             <field name="model_id" ref="base.model_res_partner"/>
-            <field name="domain_force">['|',('user_id','=',user.id),('create_uid', '=',user.id)]</field>
+            <field name="domain_force">[('user_id','=',user.id),('customer_rank','>',0)]
+            </field>
             <field name="groups" eval="[(4, ref('sf_base.group_sale_salemanager'))]"/>
             <field name="perm_read" eval="1"/>
             <field name="perm_write" eval="1"/>
@@ -73,7 +74,7 @@
         <record model="ir.rule" id="purchase_supplier_rule_director">
             <field name="name">采购总监查看所有供应商</field>
             <field name="model_id" ref="base.model_res_partner"/>
-            <field name="domain_force">[(1,'=',1)]</field>
+            <field name="domain_force">[(1,'=',1),('supplier_rank','>', 0)]</field>
             <field name="groups" eval="[(4, ref('sf_base.group_purchase_director'))]"/>
             <field name="perm_read" eval="1"/>
             <field name="perm_write" eval="1"/>
@@ -82,7 +83,7 @@
         <record model="ir.rule" id="purchase_supplier_rule_my">
             <field name="name">采购岗查看自己的供应商</field>
             <field name="model_id" ref="base.model_res_partner"/>
-            <field name="domain_force">['|',('user_id','=',user.id),('create_uid', '=',user.id)]</field>
+            <field name="domain_force">[('user_id','=',user.id),('supplier_rank','>', 0)]</field>
             <field name="groups" eval="[(4, ref('sf_base.group_purchase'))]"/>
             <field name="perm_read" eval="1"/>
             <field name="perm_write" eval="1"/>

sf_sale/security/ir.model.access.csv

@@ -38,13 +38,20 @@ access_uom_category_group_purchase_director,uom_category_group_purchase_director
 access_sale_order_check_wizard_group_sale_salemanager,sale_order_check_wizard_group_sale_salemanager,model_sale_order_check_wizard,sf_base.group_sale_salemanager,1,1,1,0
 access_sale_order_check_wizard_group_sale_director,sale_order_check_wizard_group_sale_director,model_sale_order_check_wizard,sf_base.group_sale_director,1,1,1,0
 
+access_account_move_line_group_purchase,account_move_line_group_purchase,account.model_account_move_line,sf_base.group_purchase,1,1,1,0
+access_account_move_line_group_purchase_director,account_move_line_group_purchase_director,account.model_account_move_line,sf_base.group_purchase_director,1,1,1,0
+
+access_res_users_group_purchase,res_user_group_purchase,model_res_users,sf_base.group_purchase,1,1,1,0
+access_res_users_group_purchase_director,res_user_group_purchase_director,model_res_users,sf_base.group_purchase_director,1,1,1,0
+access_res_users_sale_salemanager,res_user_group_sale_salemanager,model_res_users,sf_base.group_sale_salemanager,1,0,0,0
+access_res_users_group_sale_director,res_user_group_sale_director,model_res_users,sf_base.group_sale_director,1,1,1,0
+
+
+
+
+
+
 
-
-
-
-
-
-access_sale_order,sale_order,model_sale_order,sf_base.group_plan_dispatch,1,0,0,0
 
 
 

sf_sale/views/res_partner_view.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <record model="ir.ui.view" id="view_partner_form_inherit_sf">
+            <field name="name">res.partner.form.inherit.sf</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_form"/>
+            <field name="arch" type="xml">
+                <field name="vat" position="replace">
+                    <field name="vat" attrs="{'required' : [('company_type', '=', 'company')]}"/>
+                </field>
+                <field name="email" position="replace">
+                    <field name="email" required="1"/>
+                </field>
+                <field name="mobile" position="attributes">
+                    <attribute name="attrs">{'required': [('phone', '=', False),('company_type','=', 'company')]}
+                    </attribute>
+                </field>
+                <field name="phone" position="attributes">
+                    <attribute name="attrs">{'required': [('mobile', '=', False),('company_type','=', 'company')]}
+                    </attribute>
+                </field>
+                <xpath expr="//group[@name='sale']/field[@name='user_id']" position="replace">
+                    <field name="user_id" widget="many2one_avatar_user" context="{'is_sale': True }"
+                           attrs="{'required' : [('company_type', '=', 'company')]}"/>
+                </xpath>
+                <field name="category_id" position="attributes">
+                    <attribute name="attrs">{'required': [('company_type', '=', 'company')]}</attribute>
+                </field>
+            </field>
+        </record>
+
+
+    </data>
+</odoo>