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server-backend/base_group_backend/README.rst
2024-03-06 13:07:30 +01:00

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=============
Group backend
=============
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This module was written to extend the standard functionality regarding users
and groups management by adding a new `Backend user` group that only gives access
to odoo backend (`/web`):
* minimal default access:
* users and partners (this is necessary to access your own data)
* mail activity, notification and channel
* presence
* minimal default menu
* notification
* activities
* minimal default access rules
The problem with the `Internal user` is when you want to gives access to the
backend to a really thin part of your business to some users, it's quite hard
to properly maintain those roles over the project life, a lot of models use
that group (`base.group_user`) by default which makes hard to maintains.
So that helps creating well-defined user groups with more controls.
This modules does 3 things:
* It hijack the has_group method of res.users by returning True for group_backend users when the requested group is group_user (The need for this needs to be investigated)
* It sets the res_users.share to False for group_backend users. This allows those users to access the backend.
* It sets the bare minimum permission in the ir.model.access.csv to display the backend
We suggest to use this module with its compagnon `base_user_role`
Here is an example where a backend ui user can only access and use the dummy app. No other application are available to this user. You may define your own application instead of the dummy one.
.. figure:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_group_backend/static/description/dummy_app.png
:alt: Dummy app for demo
Limitations
~~~~~~~~~~~
At the time of writing, Odoo uses `res.users.share == False` to give the
backend access.
However to be able to access the backend without any errors some basic rights are necessary.
This module change the way `res.users.share` is computed to allow `group_backend users` to use the backend.
This avoids to write a lot of overwrite in different controllers from
different modules ('portal', 'web', 'base', 'website') with hard coded statements
that check if user is part of the `base.group_user` or `share == False` group.
.. warning::
Using this module and grant a user with `group_backend`'s group is
equivalent to grant `group_user`'s group everywhere `has_group`
has been used.
.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Configuration
=============
To allow `group_backend` to interact with a model you can either add access rules to the group
or you can add `implied_ids` to `group_backend`.
.. note::
Be aware users can only belong to one group from the user type category
(`base.module_category_user_type`). So your other groups can't inherit both
internal users and backend users.
Usage
=====
To use this module, you need to:
#. Go to Configuration / Users / Users, choose a user and set the user type.
You get a users that is only able to access to the Odoo backend which you
can attach other groups that not implies other kind of users (`portal`,
`internal users`)
.. figure:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_group_backend/static/description/backend_ui.png
:alt: Backend UI user
Known issues / Roadmap
======================
Current module depends on `base_install_request` instead of `base`.
We don't need `base_install_request` auto install module but we must override it to set a security group on `App` menu.
This dependency should be remove if possible in future versions.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/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/server-backend/issues/new?body=module:%20base_group_backend%0Aversion:%2016.0%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
~~~~~~~
* Pierre Verkest
Contributors
~~~~~~~~~~~~
* Pierre Verkest <pierreverkest84@gmail.com>
* François Poizat <francois.poizat@gmail.com>
Do not contact contributors directly about support or help with technical issues.
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-FranzPoize| image:: https://github.com/FranzPoize.png?size=40px
:target: https://github.com/FranzPoize
:alt: FranzPoize
.. |maintainer-bealdav| image:: https://github.com/bealdav.png?size=40px
:target: https://github.com/bealdav
:alt: bealdav
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-FranzPoize| |maintainer-bealdav|
This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/16.0/base_group_backend>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.