[16.0][MIG] sale_order_partner_restrict

sale_order_partner_restrict/README.rst

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+===========================
+Sale Order Partner Restrict
+===========================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/16.0/sale_order_partner_restrict
+    :alt: OCA/sale-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_order_partner_restrict
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/167/16.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module allow you to choose what level of restriction you'd like to apply when selecting from the list of customers.
+
+This configuration is available in Sales / Configuration / Settings, and the options available would be:
+
+* All partners (default)
+* Only parent accounts (no contacts)
+* Parent accounts and contact persons
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to **Sales > Configuration > Settings**
+#. Choose the filter you want to apply on partners.
+#. Go to **Sales > Orders > Quotations**
+#. Create a record and only available partners will appear on the list.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_order_partner_restrict%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
+
+Contributors
+~~~~~~~~~~~~
+
+* Oriol Villamayor <oriol.villamayor@forgeflow.com>
+
+* `Pesol <https://www.pesol.es>`__:
+
+  * Jonathan Oscategui Taza <info@pesol.es>
+
+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-OriolVForgeFlow| image:: https://github.com/OriolVForgeFlow.png?size=40px
+    :target: https://github.com/OriolVForgeFlow
+    :alt: OriolVForgeFlow
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-OriolVForgeFlow| 
+
+This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_order_partner_restrict>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_order_partner_restrict/__init__.py

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

sale_order_partner_restrict/__manifest__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Sale Order Partner Restrict",
+    "summary": "Apply restrictions when selecting from the list of customers on SO.",
+    "version": "16.0.1.0.0",
+    "category": "Sales Management",
+    "website": "https://github.com/OCA/sale-workflow",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": ["sale_management"],
+    "data": ["views/res_config_settings_views.xml", "views/sale_order_view.xml"],
+    "installable": True,
+    "maintainers": ["OriolVForgeFlow"],
+}

sale_order_partner_restrict/i18n/sale_order_partner_restrict.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_order_partner_restrict
+#
+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_order_partner_restrict
+#: model:ir.model.fields.selection,name:sale_order_partner_restrict.selection__res_company__sale_order_partner_restrict__all
+msgid "All partners"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model_terms:ir.ui.view,arch_db:sale_order_partner_restrict.res_config_settings_view_form
+msgid "Choose Partner Restrictions on Sale Orders"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model,name:sale_order_partner_restrict.model_res_company
+msgid "Companies"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model,name:sale_order_partner_restrict.model_res_config_settings
+msgid "Config Settings"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model.fields.selection,name:sale_order_partner_restrict.selection__res_company__sale_order_partner_restrict__only_parents
+msgid "Only parent accounts (no contacts)"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model.fields.selection,name:sale_order_partner_restrict.selection__res_company__sale_order_partner_restrict__parents_and_contacts
+msgid "Parent accounts and contacts"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model.fields,field_description:sale_order_partner_restrict.field_res_company__sale_order_partner_restrict
+#: model:ir.model.fields,field_description:sale_order_partner_restrict.field_res_config_settings__sale_order_partner_restrict
+#: model:ir.model.fields,field_description:sale_order_partner_restrict.field_sale_order__sale_order_partner_restrict
+msgid "Partner Restriction on Sale Orders"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: model:ir.model,name:sale_order_partner_restrict.model_sale_order
+msgid "Sales Order"
+msgstr ""
+
+#. module: sale_order_partner_restrict
+#: code:addons/sale_order_partner_restrict/models/sale.py:0
+#, python-format
+msgid ""
+"The Customer %(partner_name)s is not available for this company "
+"(%(company_name)s)."
+msgstr ""

sale_order_partner_restrict/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import res_config_settings
+from . import res_company
+from . import sale

sale_order_partner_restrict/models/res_company.py

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+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    sale_order_partner_restrict = fields.Selection(
+        [
+            ("all", "All partners"),
+            ("only_parents", "Only parent accounts (no contacts)"),
+            ("parents_and_contacts", "Parent accounts and contacts"),
+        ],
+        "Partner Restriction on Sale Orders",
+        default="all",
+    )

sale_order_partner_restrict/models/res_config_settings.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    sale_order_partner_restrict = fields.Selection(
+        related="company_id.sale_order_partner_restrict",
+        string="Partner Restriction on Sale Orders",
+        readonly=False,
+    )

sale_order_partner_restrict/models/sale.py

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+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.osv import expression
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    sale_order_partner_restrict = fields.Selection(
+        related="company_id.sale_order_partner_restrict",
+        string="Partner Restriction on Sale Orders",
+    )
+    sale_order_partner_restrict_ids = fields.Many2many(
+        comodel_name="res.partner", compute="_compute_sale_order_partner_restrict_ids"
+    )
+    partner_id = fields.Many2one(
+        domain="[('id', 'in', sale_order_partner_restrict_ids)]"
+    )
+
+    def _get_partner_restrict_domain(self):
+        partner_restrict_domain = []
+        if (
+            self.sale_order_partner_restrict == "all"
+            or self.sale_order_partner_restrict is None
+        ):
+            partner_restrict_domain = [
+                "|",
+                ("company_id", "=", False),
+                ("company_id", "=", self.company_id.id),
+            ]
+        elif self.sale_order_partner_restrict == "only_parents":
+            partner_restrict_domain = [
+                "&",
+                ("parent_id", "=", False),
+                "|",
+                ("company_id", "=", False),
+                ("company_id", "=", self.company_id.id),
+            ]
+        elif self.sale_order_partner_restrict == "parents_and_contacts":
+            partner_restrict_domain = [
+                "&",
+                "|",
+                ("company_id", "=", False),
+                ("company_id", "=", self.company_id.id),
+                "|",
+                ("parent_id", "=", False),
+                ("type", "=", "contact"),
+            ]
+        return partner_restrict_domain
+
+    @api.depends("sale_order_partner_restrict")
+    def _compute_sale_order_partner_restrict_ids(self):
+        for rec in self:
+            domain = rec._get_partner_restrict_domain()
+            partners = self.env["res.partner"].search(domain)
+            rec.sale_order_partner_restrict_ids = partners.ids
+
+    @api.constrains("partner_id")
+    def _check_order_partner_restrict(self):
+        for order in self:
+            domain = order._get_partner_restrict_domain()
+            if not order.partner_id.search(
+                expression.AND([[("id", "=", order.partner_id.id)], domain])
+            ):
+                raise ValidationError(
+                    _(
+                        "The Customer %(partner_name)s is not available for this "
+                        "company (%(company_name)s)."
+                    )
+                    % {
+                        "partner_name": order.partner_id.name,
+                        "company_name": order.company_id.name,
+                    }
+                )

sale_order_partner_restrict/readme/CONTRIBUTORS.rst

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+* Oriol Villamayor <oriol.villamayor@forgeflow.com>
+
+* `Pesol <https://www.pesol.es>`__:
+
+  * Jonathan Oscategui Taza <info@pesol.es>

sale_order_partner_restrict/readme/DESCRIPTION.rst

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+This module allow you to choose what level of restriction you'd like to apply when selecting from the list of customers.
+
+This configuration is available in Sales / Configuration / Settings, and the options available would be:
+
+* All partners (default)
+* Only parent accounts (no contacts)
+* Parent accounts and contact persons

sale_order_partner_restrict/readme/USAGE.rst

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+To use this module, you need to:
+
+#. Go to **Sales > Configuration > Settings**
+#. Choose the filter you want to apply on partners.
+#. Go to **Sales > Orders > Quotations**
+#. Create a record and only available partners will appear on the list.