[16.0] [MIG] sale_operating_unit

sale_operating_unit/README.rst

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+=======================
+Operating Unit in Sales
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:dda84076d9ffa732648bf2edae5480a5da3510410a0073b83a213b8bd707c2da
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github
+    :target: https://github.com/OCA/operating-unit/tree/16.0/sale_operating_unit
+    :alt: OCA/operating-unit
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/operating-unit-16-0/operating-unit-16-0-sale_operating_unit
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/operating-unit&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the Sales capabilities of Odoo and introduces the operating
+unit to the Sales Order. Security rules are defined to ensure that users can
+only display the Sales Orders in which they are allowed access to.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Follow these steps:
+
+#. Create a Sale Order.
+#. The Operating Unit of the Sale Team is assigned to the Sale Order.
+
+Known issues / Roadmap
+======================
+
+The onchange_team_id method is not working.
+If you try to change the team in a sales quotation and the operating unit
+is not taken from the sales team, and moreover, I cannot select the operating unit
+from the team, only Main OU shows, must have to have your salesperson in the sales team
+of the operating unit.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/operating-unit/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/operating-unit/issues/new?body=module:%20sale_operating_unit%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
+~~~~~~~
+
+* ForgeFlow
+* Serpent Consulting Services Pvt. Ltd.
+
+Contributors
+~~~~~~~~~~~~
+
+* Jordi Ballester Alomar <[email protected]>
+* Aaron Henriquez <[email protected]>
+* Lois Rilo <[email protected]>
+* Miquel Raich <[email protected]>
+* Sudhir Arya <[email protected]>
+* Darshan Patel <[email protected]>
+* Alan Ramos <[email protected]>
+* Jorge Alberto Olvera Cuenca <[email protected]>
+* Alejandro Padrón <[email protected]>
+* Alexei Rivera <[email protected]>
+
+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.
+
+This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/16.0/sale_operating_unit>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_operating_unit/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import models
+from . import report
+from . import wizard

sale_operating_unit/__manifest__.py

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+# © 2019 ForgeFlow S.L.
+# - Jordi Ballester Alomar
+# © 2019 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+{
+    "name": "Operating Unit in Sales",
+    "version": "16.0.1.0.0",
+    "summary": "An operating unit (OU) is an organizational entity part of a "
+    "company",
+    "author": "ForgeFlow, "
+    "Serpent Consulting Services Pvt. Ltd.,"
+    "Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "website": "https://github.com/OCA/operating-unit",
+    "category": "Sales Management",
+    "depends": ["sale", "account_operating_unit", "sales_team_operating_unit"],
+    "data": [
+        "security/sale_security.xml",
+        "views/sale_view.xml",
+        "views/sale_report_view.xml",
+    ],
+    "installable": True,
+}

sale_operating_unit/i18n/sale_operating_unit.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_operating_unit
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: sale_operating_unit
+#: code:addons/sale_operating_unit/models/crm_team.py:0
+#, python-format
+msgid ""
+"Configuration error. It is not possible to change this team. There are sale "
+"orders referencing it in other operating units"
+msgstr ""
+
+#. module: sale_operating_unit
+#: code:addons/sale_operating_unit/models/sale_order.py:0
+#, python-format
+msgid ""
+"Configuration error. The Company in the Sales Order and in the Operating "
+"Unit must be the same."
+msgstr ""
+
+#. module: sale_operating_unit
+#: code:addons/sale_operating_unit/models/sale_order.py:0
+#, python-format
+msgid ""
+"Configuration error. The Operating Unit of the sales team must match with "
+"that of the quote/sales order."
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model.fields,field_description:sale_operating_unit.field_sale_order__operating_unit_id
+#: model:ir.model.fields,field_description:sale_operating_unit.field_sale_order_line__operating_unit_id
+#: model:ir.model.fields,field_description:sale_operating_unit.field_sale_report__operating_unit_id
+#: model_terms:ir.ui.view,arch_db:sale_operating_unit.view_sale_report_search
+#: model_terms:ir.ui.view,arch_db:sale_operating_unit.view_sales_order_filter
+msgid "Operating Unit"
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model,name:sale_operating_unit.model_sale_advance_payment_inv
+msgid "Sales Advance Payment Invoice"
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model,name:sale_operating_unit.model_sale_report
+msgid "Sales Analysis Report"
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model,name:sale_operating_unit.model_sale_order
+msgid "Sales Order"
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model,name:sale_operating_unit.model_sale_order_line
+msgid "Sales Order Line"
+msgstr ""
+
+#. module: sale_operating_unit
+#: model:ir.model,name:sale_operating_unit.model_crm_team
+msgid "Sales Team"
+msgstr ""

sale_operating_unit/models/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import crm_team
+from . import sale_order

sale_operating_unit/models/crm_team.py

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+# © 2019 ForgeFlow S.L.
+# - Jordi Ballester Alomar
+# © 2019 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+from odoo import SUPERUSER_ID, _, api, models
+from odoo.exceptions import ValidationError
+
+
+class CrmTeam(models.Model):
+    _inherit = "crm.team"
+
+    @api.constrains("operating_unit_id")
+    def _check_sales_order_operating_unit(self):
+        for rec in self:
+            orders = (
+                self.with_user(SUPERUSER_ID)
+                .env["sale.order"]
+                .search(
+                    [
+                        ("team_id", "=", rec.id),
+                        ("operating_unit_id", "!=", rec.operating_unit_id.id),
+                    ]
+                )
+            )
+            if orders:
+                raise ValidationError(
+                    _(
+                        "Configuration error. It is not "
+                        "possible to change this "
+                        "team. There are sale orders "
+                        "referencing it in other operating "
+                        "units"
+                    )
+                )

sale_operating_unit/models/sale_order.py

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+# © 2019 ForgeFlow S.L.
+# - Jordi Ballester Alomar
+# © 2019 Serpent Consulting Services Pvt. Ltd. - Sudhir Arya
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    @api.model
+    def _default_operating_unit(self):
+        team = self.env["crm.team"]._get_default_team_id()
+        if team.operating_unit_id:
+            return team.operating_unit_id
+        return self.env.user.default_operating_unit_id
+
+    operating_unit_id = fields.Many2one(
+        comodel_name="operating.unit",
+        string="Operating Unit",
+        default=_default_operating_unit,
+        readonly=True,
+        states={"draft": [("readonly", False)], "sent": [("readonly", False)]},
+    )
+
+    @api.onchange("team_id")
+    def onchange_team_id(self):
+        if self.team_id:
+            self.operating_unit_id = self.team_id.operating_unit_id
+
+    @api.onchange("operating_unit_id")
+    def onchange_operating_unit_id(self):
+        if self.team_id and self.team_id.operating_unit_id != self.operating_unit_id:
+            self.team_id = False
+        if self.operating_unit_id:
+            self.team_id = self.env["crm.team"].search(
+                [("operating_unit_id", "=", self.operating_unit_id.id)], limit=1
+            )
+
+    @api.constrains("team_id", "operating_unit_id")
+    def _check_team_operating_unit(self):
+        for rec in self:
+            if rec.team_id and rec.team_id.operating_unit_id != rec.operating_unit_id:
+                raise ValidationError(
+                    _(
+                        "Configuration error. The Operating "
+                        "Unit of the sales team must match "
+                        "with that of the quote/sales order."
+                    )
+                )
+
+    @api.constrains("operating_unit_id", "company_id")
+    def _check_company_operating_unit(self):
+        for rec in self:
+            if (
+                rec.company_id
+                and rec.operating_unit_id
+                and rec.company_id != rec.operating_unit_id.company_id
+            ):
+                raise ValidationError(
+                    _(
+                        "Configuration error. The Company in "
+                        "the Sales Order and in the Operating "
+                        "Unit must be the same."
+                    )
+                )
+
+    def _prepare_invoice(self):
+        self.ensure_one()
+        invoice_vals = super(SaleOrder, self)._prepare_invoice()
+        invoice_vals["operating_unit_id"] = self.operating_unit_id.id
+        return invoice_vals
+
+
+class SaleOrderLine(models.Model):
+    _inherit = "sale.order.line"
+
+    operating_unit_id = fields.Many2one(
+        related="order_id.operating_unit_id",
+        string="Operating Unit",
+        store=True,
+    )

sale_operating_unit/readme/CONTRIBUTORS.rst

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+* Jordi Ballester Alomar <[email protected]>
+* Aaron Henriquez <[email protected]>
+* Lois Rilo <[email protected]>
+* Miquel Raich <[email protected]>
+* Sudhir Arya <[email protected]>
+* Darshan Patel <[email protected]>
+* Alan Ramos <[email protected]>
+* Jorge Alberto Olvera Cuenca <[email protected]>
+* Alejandro Padrón <[email protected]>
+* Alexei Rivera <[email protected]>

sale_operating_unit/readme/DESCRIPTION.rst

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+This module extends the Sales capabilities of Odoo and introduces the operating
+unit to the Sales Order. Security rules are defined to ensure that users can
+only display the Sales Orders in which they are allowed access to.

sale_operating_unit/readme/ROADMAP.rst

@@ -0,0 +1,5 @@
+The onchange_team_id method is not working.
+If you try to change the team in a sales quotation and the operating unit
+is not taken from the sales team, and moreover, I cannot select the operating unit
+from the team, only Main OU shows, must have to have your salesperson in the sales team
+of the operating unit.

sale_operating_unit/readme/USAGE.rst

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+Follow these steps:
+
+#. Create a Sale Order.
+#. The Operating Unit of the Sale Team is assigned to the Sale Order.

sale_operating_unit/report/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import sale_report

sale_operating_unit/report/sale_report.py

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+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0).
+
+from odoo import fields, models
+
+
+class SaleReport(models.Model):
+    _inherit = "sale.report"
+
+    operating_unit_id = fields.Many2one("operating.unit", "Operating Unit")
+
+    def _group_by_sale(self):
+        res = super()._group_by_sale()
+        res += """, s.operating_unit_id"""
+        return res
+
+    def _select_additional_fields(self):
+        res = super()._select_additional_fields()
+        res["operating_unit_id"] = "s.operating_unit_id"
+        return res