Merge PR #151 into 12.0

Signed-off-by aheficent

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.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/12.0/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-12-0/operating-unit-12-0-sale_operating_unit
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/213/12.0
+    :alt: Try me on Runbot
+
+|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.
+
+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 smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20sale_operating_unit%0Aversion:%2012.0%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
+~~~~~~~
+
+* Eficent
+* Serpent Consulting Services Pvt. Ltd.
+
+Contributors
+~~~~~~~~~~~~
+
+* Jordi Ballester Alomar <jordi.ballester@eficent.com>
+* Aaron Henriquez <aheficent@eficent.com>
+* Lois Rilo <lois.rilo@eficent.com>
+* Miquel Raich <miquel.raich@eficent.com>
+* Sudhir Arya <sudhir.arya@serpentcs.com>
+* Darshan Patel <darshan.patel.serpencs@gmail.com>
+
+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/12.0/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 Eficent Business and IT Consulting Services 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": "12.0.1.0.0",
+    "summary": "An operating unit (OU) is an organizational entity part of a "
+               "company",
+    "author": "Eficent, "
+              "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/models/__init__.py

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

sale_operating_unit/models/crm_team.py

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+# © 2019 Eficent Business and IT Consulting Services 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, models
+from odoo.exceptions import ValidationError
+
+
+class CrmTeam(models.Model):
+    _inherit = 'crm.team'
+
+    @api.multi
+    @api.constrains('operating_unit_id')
+    def _check_sales_order_operating_unit(self):
+        for rec in self:
+            orders = self.sudo().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.py

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+# © 2019 Eficent Business and IT Consulting Services 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
+
+    @api.multi
+    @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.multi
+    @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.'))
+
+    @api.multi
+    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',
+                                        readonly=True)

sale_operating_unit/models/sale_order.py

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+# © 2019 Eficent Business and IT Consulting Services 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
+        else:
+            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
+
+    @api.multi
+    @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.multi
+    @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.'))
+
+    @api.multi
+    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')

sale_operating_unit/readme/CONTRIBUTORS.rst

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+* Jordi Ballester Alomar <jordi.ballester@eficent.com>
+* Aaron Henriquez <aheficent@eficent.com>
+* Lois Rilo <lois.rilo@eficent.com>
+* Miquel Raich <miquel.raich@eficent.com>
+* Sudhir Arya <sudhir.arya@serpentcs.com>
+* Darshan Patel <darshan.patel.serpencs@gmail.com>

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/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 _query(self, with_clause='', fields=False,  # noqa
+               groupby='', from_clause=''):
+        if not fields:
+            fields = {}
+        fields['operating_unit_id'] = \
+            ", s.operating_unit_id as operating_unit_id"
+        groupby += ', s.operating_unit_id'
+        return super(SaleReport, self)._query(with_clause, fields,
+                                              groupby, from_clause)

sale_operating_unit/security/sale_security.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2019 Eficent Business and IT Consulting Services S.L.
+     Serpent Consulting Services Pvt. Ltd.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) -->
+<odoo>
+
+    <record id="ir_rule_sale_order_allowed_operating_units"
+            model="ir.rule">
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in', user.operating_unit_ids.ids)]</field>
+        <field name="name">Sales Orders from allowed operating units</field>
+        <field name="global" eval="True"/>
+        <field eval="0" name="perm_unlink"/>
+        <field eval="0" name="perm_write"/>
+        <field eval="1" name="perm_read"/>
+        <field eval="0" name="perm_create"/>
+    </record>
+
+    <record id="ir_rule_sale_order_line_allowed_operating_units"
+            model="ir.rule">
+        <field name="model_id" ref="sale.model_sale_order_line"/>
+        <field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in', user.operating_unit_ids.ids)]</field>
+        <field name="name">Sales Order lines from allowed operating units</field>
+        <field name="global" eval="True"/>
+        <field eval="0" name="perm_unlink"/>
+        <field eval="0" name="perm_write"/>
+        <field eval="1" name="perm_read"/>
+        <field eval="0" name="perm_create"/>
+    </record>
+
+    <record id="ir_rule_sale_report_allowed_operating_units"
+            model="ir.rule">
+        <field name="model_id" ref="sale.model_sale_report"/>
+        <field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in', user.operating_unit_ids.ids)]</field>
+        <field name="name">Sales Report from allowed operating units</field>
+        <field name="global" eval="True"/>
+        <field eval="0" name="perm_unlink"/>
+        <field eval="0" name="perm_write"/>
+        <field eval="1" name="perm_read"/>
+        <field eval="0" name="perm_create"/>
+    </record>
+
+</odoo>