[MIG] default_warehouse_from_sale_team: Migration to 18.0 T#87470

default_warehouse_from_sale_team/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :alt: License: AGPL-3
+
+=================================
+Default Warehouse from Sales Team
+=================================
+
+Usage
+=====
+
+Add a field `Default Warehouse` in sales team.
+
+Create sort kind of api where any object with field called warehouse_id will
+take the default value from the sales team field
+this taking into account the team defined in `Default Sale Teams` field defined
+in the res.user model.
+
+To improve, consistency and usability we add the following features:
+
+- If you try to add a default sales team where the user doesn't belongs wil throw
+  you an error message: Can not set default team is do not belongs to sale team
+- Add an automated action/server action to update the user default sales team
+  every time that a sales teams by:
+
+    - add user's default sale team if empty.
+    - remove default sale team from user if not longer in sale team.
+    - dummy write to update m2m in users to make new feature for filtering
+      records.
+
+Currently this default warehouse feature applies for:
+- Sale orders
+- Transfers (``stock.picking``)
+- Operation type (``stock.picking.type``)
+
+Also add a new feature for Permissions and Security: Taking advantage of the
+default_warehouse field in the sales team model now we can filter the
+records (picking type and picking model) to only show those records that match
+with the user sale teams default_warehouse. To accomplish this I:
+
+- add new groups to manage the records access by user:
+
+  * Default Warehouse / Limited access to transfers (filtered by sales team)
+  * Default Warehouse / Limited access to operation types (filtered by sales team)
+  * Default Warehouse / Access to all operation types
+  * Default Warehouse / Access to all transfers
+
+- add new m2m field in the res.user model used in the new ir.rules.
+  this onw is showed as a readonly field (only informative) to know
+  the teams were the sale user belongs.
+- add new ir.rule records, one for each default warehouse group. This
+  one will let us to only show the records for the current user sale
+  teams default_warehouse or to do not take into account the sale teams
+  and show all the records to the user.
+
+To add more models use it simple do this:
+
+1. Inherit the class that you want to set the field warehouse_id::
+
+    class SomeClass(models.Model):
+        _name = 'some.class'
+        _inherit = ['some.class', 'default.warehouse']
+        warehouse_id = fields.Many2one('stock.warehouse', help='Warehouse were'
+        'this object will belong to')
+
+2. Create two ir.rule to filter stock.picking and stock.picking.type taking
+   into account the current user warehouses. When a user is part of warehouse
+   teams will be able to access only the records related to that warehouses::
+
+    <record id="rule_group_model" model="ir.rule">
+        <field name="name">Limited access to model (filtered by sales teams)</field>
+        <field name="model_id" search="[('model','=','model')]" model="ir.model"/>
+        <field name="groups" eval"[Command.set([ref('xml_id_group')])]/>
+        <field name="domain_force">[('warehouse_id', 'in', [team.default_warehouse.id for team in user.sale_team_ids if team.default_warehouse])]</field>
+    </record>
+    <record id="rule_group_model_2" model="ir.rule">
+        <field name="name">Access to all model</field>
+        <field name="model_id" search="[('model','=','model')]" model="ir.model"/>
+        <field name="groups" eval"[Command.set([ref('xml_id_group')])]/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+    </record>
+
+3. Don't forget depends of this module adding it to the list into `__openerp__.py`::
+
+    The default value from this field will be the warehouse setted in the section.
+    If the user is not related to a sales team or not warehouse setted on the
+    section the default warehouse will be set using the default behavior of the
+    system which is assign the main warehouse.
+
+Bug Tracker
+===========
+
+Bugs are tracked on
+`GitHub Issues <https://github.com/Vauxoo/addons-vauxoo/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
+`here <https://github.com/Vauxoo/addons-vauxoo/issues/new?body=module:%20
+default_warehouse_from_sale_team
+%0Aversion:%20
+18.0
+%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_
+
+Credits
+=======
+
+**Contributors**
+
+* Nhomar Hernández <[email protected]> (Planner/Developer)
+* Katherine Zaoral <[email protected]> (Planner/Developer)
+* Luis González <[email protected]> (Developer)
+* Rolando Duarte <[email protected]> (Developer)
+
+Maintainer
+==========
+
+.. image:: https://s3.amazonaws.com/s3.vauxoo.com/description_logo.png
+   :alt: Vauxoo
+   :target: https://www.vauxoo.com
+   :width: 200
+
+This module is maintained by Vauxoo.
+
+To contribute to this module, please visit https://www.vauxoo.com.

default_warehouse_from_sale_team/__init__.py

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+from . import models
+from .hooks import post_init_hook

default_warehouse_from_sale_team/__manifest__.py

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+{
+    "name": "Default Warehouse from Sales Team",
+    "summary": """Adding a field for the default user warehouse and modifying
+    the global default method for assign in any related field the correct
+    default warehouse.
+    """,
+    "author": "Vauxoo",
+    "website": "http://www.vauxoo.com",
+    "license": "LGPL-3",
+    "category": "Inventory/Inventory",
+    "version": "18.0.1.0.0",
+    "depends": [
+        "sale_stock",
+        "purchase_requisition",
+    ],
+    "data": [
+        "views/crm_team_views.xml",
+        "views/ir_sequence_views.xml",
+        "views/res_users_views.xml",
+        "views/stock_picking_type_views.xml",
+        "views/stock_picking_views.xml",
+        "security/res_groups_security.xml",
+        "security/ir_rule_security.xml",
+    ],
+    "demo": [
+        "demo/account_journal_demo.xml",
+        "demo/stock_warehouse_demo.xml",
+        "demo/crm_team_demo.xml",
+    ],
+    "post_init_hook": "post_init_hook",
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+}

default_warehouse_from_sale_team/demo/account_journal_demo.xml

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+<?xml version='1.0' encoding='UTF-8' ?>
+<odoo>
+
+    <record id="journal_default_team" model="account.journal">
+        <field name="name">Journal Default Warehouse</field>
+        <field name="code">JDW</field>
+        <field name="type">general</field>
+    </record>
+
+</odoo>

default_warehouse_from_sale_team/demo/crm_team_demo.xml

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+<?xml version='1.0' encoding='UTF-8' ?>
+<odoo>
+
+    <record id="section_sales_default_team" model="crm.team">
+        <field name="name">Default Team</field>
+        <field name="default_warehouse_id" ref="stock_warehouse_default_team" />
+        <field name="journal_stock_id" ref="journal_default_team" />
+    </record>
+
+</odoo>

default_warehouse_from_sale_team/demo/stock_warehouse_demo.xml

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+<?xml version='1.0' encoding='UTF-8' ?>
+<odoo>
+
+    <record id="stock_warehouse_default_team" model="stock.warehouse">
+        <field name="name">Team Default Warehouse</field>
+        <field name="code">TDW</field>
+    </record>
+
+</odoo>

default_warehouse_from_sale_team/hooks.py

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+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def post_init_hook(env):
+    fill_user_allowed_salesteams(env)
+
+
+def fill_user_allowed_salesteams(env):
+    """Fill allowed sales teams in users that are already members of any team.
+
+    Since this module implements a feature to restrict which sales teams a user may be a member of, users that already
+    belong to any team are configured to be allowed for those teams, to avoid inconsistencies between allowed and
+    already-configured memberships. In other words, if a user already belongs to a team, it most likely means they
+    should be allowed to belong to it, so allowance is granted.
+    """
+    teams_per_user = env["crm.team.member"]._read_group(
+        domain=[],
+        groupby=["user_id"],
+        aggregates=["crm_team_id:recordset"],
+    )
+    for user, teams in teams_per_user:
+        user.sale_team_ids |= teams
+    _logger.info("Field 'Allowed sales Teams' has been set to %d users.", len(teams_per_user))