Update CRM, KPI, dan Product Label

2026-03-10 05:09:59 +07:00
parent 68c4a16777
commit 39b770f56d
51 changed files with 4203 additions and 177 deletions
@@ -0,0 +1,171 @@
+#!/usr/bin/env python3
+"""
+Diagnose barcode label printing problems for garazd_product_label in Odoo 14.
+
+What this script checks:
+1. Odoo connectivity and authentication
+2. Module installation state and version
+3. Critical report URL parameters used by PDF engine
+4. Report action and template presence in database
+5. Direct barcode endpoint availability via HTTP
+
+Usage example:
+python check_barcode_label_production.py --url http://127.0.0.1:8070 --db mydb --user admin --password admin
+"""
+
+import argparse
+import sys
+import urllib.error
+import urllib.request
+import xmlrpc.client
+
+
+def _ok(msg):
+    print(f"[OK] {msg}")
+
+
+def _warn(msg):
+    print(f"[WARN] {msg}")
+
+
+def _err(msg):
+    print(f"[ERROR] {msg}")
+
+
+def _fetch_url(url, timeout=10):
+    req = urllib.request.Request(url, method="GET")
+    with urllib.request.urlopen(req, timeout=timeout) as resp:
+        return resp.status, resp.headers.get("Content-Type", "")
+
+
+def main():
+    parser = argparse.ArgumentParser(description="Check production barcode label readiness")
+    parser.add_argument("--url", required=True, help="Odoo base URL, e.g. http://127.0.0.1:8070")
+    parser.add_argument("--db", required=True, help="Database name")
+    parser.add_argument("--user", required=True, help="Odoo username")
+    parser.add_argument("--password", required=True, help="Odoo password")
+    parser.add_argument(
+        "--test-value",
+        default="BATCH20260309",
+        help="Sample barcode value for /report/barcode check",
+    )
+    args = parser.parse_args()
+
+    base = args.url.rstrip("/")
+    common = xmlrpc.client.ServerProxy(f"{base}/xmlrpc/2/common")
+    models = xmlrpc.client.ServerProxy(f"{base}/xmlrpc/2/object")
+
+    print("=" * 72)
+    print("DIAGNOSIS: BARCODE LABEL PRODUCTION")
+    print("=" * 72)
+
+    try:
+        version = common.version()
+        _ok(f"Connected to Odoo: {version.get('server_version', 'unknown')}")
+    except Exception as exc:
+        _err(f"Cannot connect to Odoo XML-RPC at {base}: {exc}")
+        return 2
+
+    uid = common.authenticate(args.db, args.user, args.password, {})
+    if not uid:
+        _err("Authentication failed. Check --db/--user/--password.")
+        return 2
+    _ok(f"Authenticated as UID {uid}")
+
+    module_ids = models.execute_kw(
+        args.db,
+        uid,
+        args.password,
+        "ir.module.module",
+        "search",
+        [[("name", "=", "garazd_product_label")]],
+        {"limit": 1},
+    )
+    if not module_ids:
+        _err("Module garazd_product_label not found in database.")
+        return 2
+
+    module_data = models.execute_kw(
+        args.db,
+        uid,
+        args.password,
+        "ir.module.module",
+        "read",
+        [module_ids],
+        {"fields": ["name", "state", "installed_version", "latest_version"]},
+    )[0]
+    _ok(
+        "Module state: {state}, installed_version: {iv}, latest_version: {lv}".format(
+            state=module_data.get("state"),
+            iv=module_data.get("installed_version") or "-",
+            lv=module_data.get("latest_version") or "-",
+        )
+    )
+    if module_data.get("state") != "installed":
+        _warn("Module is not installed in production database.")
+
+    params = ["report.url", "web.base.url", "web.base.url.freeze"]
+    print("\nConfig parameters:")
+    for key in params:
+        value = models.execute_kw(
+            args.db,
+            uid,
+            args.password,
+            "ir.config_parameter",
+            "get_param",
+            [key],
+        )
+        if value:
+            _ok(f"{key} = {value}")
+        else:
+            _warn(f"{key} is empty")
+
+    report_names = [
+        "garazd_product_label.report_product_label_57x35_template",
+        "garazd_product_label.report_product_label_50x38_template",
+        "garazd_product_label.report_product_label_a4_90x50_template",
+        "garazd_product_label.report_product_label_thermal_4x6_template",
+    ]
+    print("\nReport actions:")
+    for report_name in report_names:
+        report_ids = models.execute_kw(
+            args.db,
+            uid,
+            args.password,
+            "ir.actions.report",
+            "search",
+            [[("report_name", "=", report_name)]],
+            {"limit": 1},
+        )
+        if report_ids:
+            _ok(f"Found report action: {report_name}")
+        else:
+            _warn(f"Missing report action: {report_name}")
+
+    barcode_url = (
+        f"{base}/report/barcode/?type=Code128&value={args.test_value}"
+        "&width=600&height=100&humanreadable=0"
+    )
+    print("\nHTTP barcode test:")
+    try:
+        status, content_type = _fetch_url(barcode_url)
+        if status == 200:
+            _ok(f"Barcode endpoint returns 200 ({content_type})")
+        else:
+            _warn(f"Barcode endpoint returns status {status} ({content_type})")
+    except urllib.error.HTTPError as exc:
+        _err(f"Barcode endpoint HTTP error: {exc.code} {exc.reason}")
+    except Exception as exc:
+        _err(f"Barcode endpoint failed: {exc}")
+
+    print("\nSuggested next actions if print still fails in production:")
+    print("1. Upgrade module: Apps -> Custom Product Labels -> Upgrade")
+    print("2. Ensure report.url points to local Odoo URL reachable by server")
+    print("3. Test /report/barcode URL directly from production host")
+    print("4. Reprint and inspect odoo log for wkhtmltopdf/report errors")
+
+    return 0
+
+
+if __name__ == "__main__":
+    sys.exit(main())
@@ -43,6 +43,16 @@
        <field name="print_report_name">'Product Labels 57x35mm'</field>
    </record>

+    <record id="action_report_product_label_A4_90x50" model="ir.actions.report">
+        <field name="name">Product Labels 90x50mm (A4, 8 pcs)</field>
+        <field name="model">print.product.label.line</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="paperformat_id" ref="paperformat_label_a4_blank"/>
+        <field name="report_name">garazd_product_label.report_product_label_a4_90x50_template</field>
+        <field name="report_file">garazd_product_label.report_product_label_a4_90x50_template</field>
+        <field name="print_report_name">'Product Labels 90x50mm'</field>
+    </record>
+
    <record id="action_report_product_label_50x38" model="ir.actions.report">
        <field name="name">Product Labels 50x38mm</field>
        <field name="model">print.product.label.line</field>
@@ -66,8 +76,8 @@
    <record id="paperformat_label_thermal_4x6" model="report.paperformat">
        <field name="name">Thermal Printer 4x6 inch (Xprinter)</field>
        <field name="format">custom</field>
-        <field name="page_height">152.4</field>
-        <field name="page_width">101.6</field>
+        <field name="page_height">152</field>
+        <field name="page_width">102</field>
        <field name="orientation">Portrait</field>
        <field name="margin_top">0</field>
        <field name="margin_bottom">0</field>
@@ -24,23 +24,11 @@
                        <strong>LOT:</strong> <span t-field="label.lot_id.name"/>
                    </div>
                    <div t-if="label.barcode" class="text-center align-middle" style="width: 100%; height: 13px; padding: 0 8px;">
-                        <t t-if="label.wizard_id.humanreadable" t-set="show_code" t-value="1"/>
-                        <t t-else="" t-set="show_code" t-value="0" />
-                        <img alt="Barcode" t-if="label.lot_id"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 600, 100, show_code)"
-                             style="overflow: hidden; width: 100%; height: 1.4rem;"
-                        />
-                        <img alt="Barcode" t-elif="len(label.barcode) == 13"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN13', label.barcode, 600, 100, show_code)"
-                             style="overflow: hidden; width: 100%; height: 1.4rem;"
-                        />
-                        <img alt="Barcode" t-elif="len(label.barcode) == 8"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN8', label.barcode, 600, 100, show_code)"
+                        <img alt="Barcode"
+                             t-att-src="label.get_barcode_url(600, 100)"
+                             t-att-data-alt-src="label.get_barcode_url_alt(600, 100)"
+                             onerror="if (this.dataset.altSrc &amp;&amp; this.src !== this.dataset.altSrc) { this.src = this.dataset.altSrc; }"
                             style="overflow: hidden; width: 100%; height: 1.4rem;"/>
-                        <img alt="Barcode" t-else=""
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 600, 100, show_code)"
-                             style="overflow: hidden; width: 100%; height: 1.4rem;"
-                        />
                    </div>
                </td>
            </tr>
@@ -72,6 +60,69 @@
        </t>
    </template>

+    <template id="label_a4_90x50">
+        <table class="table" style="margin: 0; padding: 0; width: 100%; height: 100%;">
+            <tr style="border: 0; margin: 0; padding: 0; height: 100%;">
+                <td class="text-center" style="border: 0; margin: 0; padding: 4px 6px; vertical-align: top;">
+                    <div style="overflow: hidden; height: 38px; font-size: 13px; font-weight: bold; line-height: 1.2; margin-bottom: 2px;">
+                        <span t-field="label.product_id.name"/>
+                        <span t-if="label.product_id.product_template_attribute_value_ids"
+                              t-esc="u', '.join(map(lambda x: x.attribute_line_id.attribute_id.name + u': ' + x.name, label.product_id.product_template_attribute_value_ids))"
+                              style="font-size: 10px; display: block; font-weight: normal;"/>
+                    </div>
+                    <div style="width: 100%; font-size: 18px; font-weight: bold; line-height: 1.0; margin: 0 0 2px 0;">
+                        <span t-if="label.product_id.currency_id.position == 'before'" t-field="label.product_id.currency_id.symbol"/>
+                        <span t-field="label.product_id.lst_price"/>
+                        <span t-if="label.product_id.currency_id.position == 'after'" t-field="label.product_id.currency_id.symbol"/>
+                    </div>
+                    <div style="width: 100%; font-size: 10px; line-height: 1.1; margin-bottom: 2px;">
+                        <span t-if="label.product_id.default_code">
+                            <strong>Code:</strong> <span t-field="label.product_id.default_code"/>
+                        </span>
+                    </div>
+                    <div t-if="label.lot_id" style="width: 100%; font-size: 10px; line-height: 1.1; margin-bottom: 2px;">
+                        <strong>LOT:</strong> <span t-field="label.lot_id.name"/>
+                    </div>
+                    <div t-elif="label.wizard_id.batch" style="width: 100%; font-size: 10px; line-height: 1.1; margin-bottom: 2px;">
+                        <strong>BATCH:</strong> <span t-field="label.wizard_id.batch"/>
+                    </div>
+                    <div t-if="label.barcode" class="text-center align-middle" style="width: 100%; height: 32px; padding: 0 2px; margin-top: 2px;">
+                        <img alt="Barcode"
+                             t-att-src="label.get_barcode_url(650, 130)"
+                             t-att-data-alt-src="label.get_barcode_url_alt(650, 130)"
+                             onerror="if (this.dataset.altSrc &amp;&amp; this.src !== this.dataset.altSrc) { this.src = this.dataset.altSrc; }"
+                             style="overflow: hidden; width: 100%; height: 2.1rem;"/>
+                    </div>
+                </td>
+            </tr>
+        </table>
+    </template>
+
+    <template id="report_product_label_a4_90x50_template">
+        <t t-call="web.html_container">
+            <t t-call="web.basic_layout">
+                <t t-set="count" t-value="0"/>
+                <div class="page">
+                    <div class="oe_structure"/>
+                    <t t-foreach="docs" t-as="label">
+                        <t t-set="qty" t-value="1"/>
+                        <t t-if="label.qty">
+                            <t t-set="qty" t-value="label.qty"/>
+                        </t>
+                        <t t-foreach="list(range(qty))" t-as="index_qty">
+                            <div t-if="count and count % 8 == 0" style="page-break-after: always;"/>
+                            <div t-if="count % 2 == 0" style="clear: both;"/>
+                            <div t-att-style="'width: 346px; float: left; height: 188px; margin: 0 10px 10px; border: {};'.format('%dpx solid #777;' % label.wizard_id.border_width if label.wizard_id.border_width else '0')">
+                                <t t-call="garazd_product_label.label_a4_90x50"/>
+                            </div>
+                            <t t-set="count" t-value="count + 1"/>
+                        </t>
+                    </t>
+                </div>
+            </t>
+        </t>
+    </template>
+
    <template id="report_product_label_50x38_template">
        <t t-call="web.html_container">
            <t t-call="web.basic_layout">
@@ -104,19 +155,10 @@
                                                <strong>LOT:</strong> <span t-field="label.lot_id.name"/>
                                            </div>
                                            <div t-if="label.barcode" class="text-center align-middle" style="margin: 2px; height: 32px; clear: both;">
-                                                <t t-if="label.wizard_id.humanreadable" t-set="show_code" t-value="1"/>
-                                                <t t-else="" t-set="show_code" t-value="0" />
-                                                <img alt="Barcode" t-if="label.lot_id"
-                                                     t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 600, 100, show_code)"
-                                                     style="overflow: hidden; width: 100%; height: 2rem;"/>
-                                                <img alt="Barcode" t-elif="len(label.barcode) == 13"
-                                                     t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN13', label.barcode, 600, 100, show_code)"
-                                                     style="overflow: hidden; width: 100%; height: 2rem;"/>
-                                                <img alt="Barcode" t-elif="len(label.barcode) == 8"
-                                                     t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN8', label.barcode, 600, 100, show_code)"
-                                                     style="overflow: hidden; width: 100%; height: 2rem;"/>
-                                                <img alt="Barcode" t-else=""
-                                                     t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 600, 100, show_code)"
+                                                <img alt="Barcode"
+                                                     t-att-src="label.get_barcode_url(600, 100)"
+                                                     t-att-data-alt-src="label.get_barcode_url_alt(600, 100)"
+                                                     onerror="if (this.dataset.altSrc &amp;&amp; this.src !== this.dataset.altSrc) { this.src = this.dataset.altSrc; }"
                                                     style="overflow: hidden; width: 100%; height: 2rem;"/>
                                            </div>
                                        </td>
@@ -166,19 +208,10 @@

                    <!-- Barcode -->
                    <div t-if="label.barcode" class="text-center align-middle" style="width: 100%; height: 30px; padding: 2px 0; margin: 2px 0;">
-                        <t t-if="label.wizard_id.humanreadable" t-set="show_code" t-value="1"/>
-                        <t t-else="" t-set="show_code" t-value="0" />
-                        <img alt="Barcode" t-if="label.lot_id"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 500, 80, show_code)"
-                             style="overflow: hidden; width: 95%; height: 1.8rem;"/>
-                        <img alt="Barcode" t-elif="len(label.barcode) == 13"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN13', label.barcode, 500, 80, show_code)"
-                             style="overflow: hidden; width: 95%; height: 1.8rem;"/>
-                        <img alt="Barcode" t-elif="len(label.barcode) == 8"
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('EAN8', label.barcode, 500, 80, show_code)"
-                             style="overflow: hidden; width: 95%; height: 1.8rem;"/>
-                        <img alt="Barcode" t-else=""
-                             t-att-src="'/report/barcode/?type=%s&amp;value=%s&amp;width=%s&amp;height=%s&amp;humanreadable=%s' % ('Code128', label.barcode, 500, 80, show_code)"
+                        <img alt="Barcode"
+                             t-att-src="label.get_barcode_url(500, 80)"
+                             t-att-data-alt-src="label.get_barcode_url_alt(500, 80)"
+                             onerror="if (this.dataset.altSrc &amp;&amp; this.src !== this.dataset.altSrc) { this.src = this.dataset.altSrc; }"
                             style="overflow: hidden; width: 95%; height: 1.8rem;"/>
                    </div>

@@ -3,7 +3,10 @@
 # @author: Iryna Razumovska (<support@garazd.biz>)
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0.html).

+from urllib.parse import quote
+
 from odoo import api, fields, models
+from reportlab.graphics.barcode import createBarcodeDrawing


 class PrintProductLabelLine(models.TransientModel):
@@ -39,6 +42,49 @@ class PrintProductLabelLine(models.TransientModel):
        for label in self:
            label.barcode = label.lot_id.name or label.product_id.barcode

+    def _get_barcode_type(self):
+        self.ensure_one()
+        barcode = (self.barcode or '').strip()
+        if self.lot_id:
+            return 'Code128'
+        if barcode.isdigit() and len(barcode) == 13:
+            return 'EAN13'
+        if barcode.isdigit() and len(barcode) == 8:
+            return 'EAN8'
+        return 'Code128'
+
+    def get_barcode_url(self, width=600, height=100):
+        self.ensure_one()
+        if not self.barcode:
+            return False
+        barcode_value = quote(self.barcode, safe='')
+        humanreadable = 1 if self.wizard_id.humanreadable else 0
+        # Default Odoo barcode route with trailing slash is broadly compatible.
+        return '/report/barcode/?type=%s&value=%s&width=%s&height=%s&humanreadable=%s' % (
+            self._get_barcode_type(),
+            barcode_value,
+            width,
+            height,
+            humanreadable,
+        )
+
+    def get_barcode_url_alt(self, width=600, height=100):
+        self.ensure_one()
+        if not self.barcode:
+            return False
+        barcode_value = quote(self.barcode, safe='')
+        humanreadable = 1 if self.wizard_id.humanreadable else 0
+        # Fallback variant without trailing slash for strict proxies.
+        return '/report/barcode?type=%s&value=%s&width=%s&height=%s&humanreadable=%s' % (
+            self._get_barcode_type(),
+            barcode_value,
+            width,
+            height,
+            humanreadable,
+        )
+
+
+
    def action_plus_qty(self):
        self.ensure_one()
        if not self.qty:
@@ -35,6 +35,7 @@ class CrmActivityHistory(models.Model):
    created_by_id = fields.Many2one("res.users", string="Created By", readonly=True)
    summary = fields.Char(string="Summary", readonly=True)
    note = fields.Html(string="Scheduled Note", readonly=True)
+    kilometer = fields.Float(string="Kilometer (KM)", digits=(16, 2), readonly=True)
    date_deadline = fields.Date(string="Deadline", readonly=True)
    scheduled_at = fields.Datetime(string="Scheduled At", readonly=True)

@@ -5,6 +5,7 @@ from datetime import timedelta
 class MailActivity(models.Model):
    _inherit = "mail.activity"

+    kilometer = fields.Float(string="Kilometer (KM)", digits=(16, 2))
    gps_captured = fields.Boolean(string="GPS Captured")
    gps_latitude = fields.Float(string="GPS Latitude", digits=(9, 6))
    gps_longitude = fields.Float(string="GPS Longitude", digits=(9, 6))
@@ -98,7 +99,13 @@ class MailActivity(models.Model):
            vals["gps_openstreetmap_url"] = self._build_osm_url(vals.get("gps_latitude"), vals.get("gps_longitude"))
        elif "gps_latitude" in vals or "gps_longitude" in vals:
            vals["gps_openstreetmap_url"] = False
-        return super().write(vals)
+        result = super().write(vals)
+
+        if "kilometer" in vals:
+            histories = self.env["crm.activity.history"].sudo().search([("activity_id", "in", self.ids)])
+            if histories:
+                histories.write({"kilometer": vals.get("kilometer") or 0.0})
+        return result

    def action_feedback(self, feedback=False, attachment_ids=None):
        crm_activities = self.filtered(lambda a: a.res_model == "crm.lead")
@@ -161,6 +168,7 @@ class MailActivity(models.Model):
                    "created_by_id": self.env.user.id,
                    "summary": activity.summary,
                    "note": activity.note,
+                    "kilometer": activity.kilometer,
                    "date_deadline": activity.date_deadline,
                    "scheduled_at": fields.Datetime.now(),
                    "state": "scheduled",
@@ -215,6 +223,7 @@ class MailActivity(models.Model):
                        "created_by_id": self.env.user.id,
                        "summary": activity.summary,
                        "note": activity.note,
+                        "kilometer": activity.kilometer,
                        "date_deadline": activity.date_deadline,
                        "scheduled_at": fields.Datetime.now(),
                    }
@@ -38,6 +38,7 @@
                <field name="assigned_user_id"/>
                <field name="business_category_id"/>
                <field name="team_id"/>
+                <field name="kilometer"/>
                <field name="date_deadline"/>
                <field name="schedule_gps_url" widget="url" string="Schedule GPS"/>
                <field name="done_gps_url" widget="url" string="Done GPS"/>
@@ -65,6 +66,7 @@
                        <group>
                            <field name="business_category_id"/>
                            <field name="team_id"/>
+                            <field name="kilometer"/>
                            <field name="date_deadline"/>
                            <field name="scheduled_at"/>
                            <field name="done_at"/>
@@ -7,6 +7,7 @@
        <field name="arch" type="xml">
            <xpath expr="//field[@name='date_deadline']" position="after">
                <group string="GPS Location" name="gps_group" col="2" colspan="2">
+                    <field name="kilometer" placeholder="Contoh: 12.5" colspan="2"/>
                    <field name="gps_captured" invisible="1" />
                    <field name="gps_latitude" colspan="2" nolabel="1" style="width: 98% !important; min-width: 300px !important;" />
                    <field name="gps_longitude" colspan="2" nolabel="1" style="width: 98% !important; min-width: 300px !important;" />
@@ -23,6 +24,7 @@
        <field name="inherit_id" ref="mail.mail_activity_view_tree" />
        <field name="arch" type="xml">
            <xpath expr="//field[@name='date_deadline']" position="after">
+                <field name="kilometer" readonly="1" />
                <field name="gps_latitude" readonly="1" />
                <field name="gps_longitude" readonly="1" />
                <field name="gps_openstreetmap_url" widget="url" string="OpenStreetMap" readonly="1" />
@@ -21,7 +21,6 @@ plus a two-step approval flow: Sales Team Leader then Accounting Manager.
        "security/security.xml",
        "security/ir.model.access.csv",
        "security/ir.rule.csv",
-        "data/customer_behavior_segment_data.xml",
        "views/crm_business_category_views.xml",
        "views/customer_behavior_dashboard_views.xml",
        "views/customer_behavior_recompute_wizard_views.xml",
@@ -28,15 +28,20 @@ class CustomerBehaviorAnalysis(models.Model):

    _sql_constraints = [
        (
-            "customer_behavior_analysis_partner_date_uniq",
-            "unique(partner_id, analysis_date)",
-            "Only one analysis per customer per date is allowed.",
+            "customer_behavior_analysis_partner_date_category_uniq",
+            "unique(partner_id, analysis_date, business_category_id)",
+            "Only one analysis per customer, business category, and date is allowed.",
        ),
    ]

    @api.model
-    def _get_segment_by_code(self, code):
-        return self.env["customer.behavior.segment"].search([("code", "=", code)], limit=1)
+    def _get_segment_by_code(self, code, config):
+        if not config:
+            return self.env["customer.behavior.segment"]
+        return self.env["customer.behavior.segment"].search(
+            [("code", "=", code), ("config_id", "=", config.id)],
+            limit=1,
+        )

    @api.model
    def _determine_segment_code(self, days_since_last_purchase, previous_gap_days, total_orders, config):
@@ -55,30 +60,23 @@ class CustomerBehaviorAnalysis(models.Model):
        return "repeat"

    @api.model
-    def _reset_partner_behavior(self, partners, analysis_date):
+    def _reset_partner_behavior(self, partners, analysis_date, business_category=None):
        partners = partners.commercial_partner_id
        if not partners:
            return
-        self.sudo().search(
-            [
-                ("partner_id", "in", partners.ids),
-                ("analysis_date", "=", analysis_date),
-            ]
-        ).unlink()
-        partners.write(
-            {
-                "customer_segment_id": False,
-                "behavior_business_category_id": False,
-                "last_sale_date": False,
-                "total_sales_amount": 0.0,
-                "sales_frequency": 0,
-                "days_since_last_order": 0,
-            }
-        )
+        domain = [
+            ("partner_id", "in", partners.ids),
+            ("analysis_date", "=", analysis_date),
+        ]
+        if business_category:
+            domain.append(("business_category_id", "=", business_category.id))
+        self.sudo().search(domain).unlink()

    @api.model
-    def compute_customer_behavior(self, config=None, partners=None):
-        config = config or self.env["customer.behavior.config"].sudo().get_active_config()
+    def _compute_customer_behavior_for_config(self, config, partners=None):
+        if not config or not config.business_category_id:
+            return True
+
        today = fields.Date.context_today(self)
        partner_filter_ids = partners.commercial_partner_id.ids if partners else []

@@ -86,6 +84,7 @@ class CustomerBehaviorAnalysis(models.Model):
            ("state", "=", "sale"),
            ("partner_id", "!=", False),
            ("amount_total", ">=", config.min_transaction),
+            ("business_category_id", "=", config.business_category_id.id),
        ]
        if partner_filter_ids:
            domain.append(("partner_id", "child_of", partner_filter_ids))
@@ -98,13 +97,13 @@ class CustomerBehaviorAnalysis(models.Model):

        if partners:
            commercial_partners = partners.commercial_partner_id
-            self._reset_partner_behavior(commercial_partners, today)
-            partners = commercial_partners.filtered(lambda p: p.id in orders_by_partner)
+            self._reset_partner_behavior(commercial_partners, today, business_category=config.business_category_id)
+            partners_to_process = commercial_partners.filtered(lambda p: p.id in orders_by_partner)
        else:
-            partners = self.env["res.partner"].sudo().browse(list(orders_by_partner.keys()))
+            partners_to_process = self.env["res.partner"].sudo().browse(list(orders_by_partner.keys()))
        analysis_model = self.sudo()

-        for partner in partners:
+        for partner in partners_to_process:
            partner_orders = orders_by_partner.get(partner.id, [])
            if not partner_orders:
                continue
@@ -127,17 +126,21 @@ class CustomerBehaviorAnalysis(models.Model):
                total_orders=total_orders,
                config=config,
            )
-            segment = self._get_segment_by_code(segment_code) if segment_code else False
-            business_category = last_order.business_category_id
+            segment = self._get_segment_by_code(segment_code, config) if segment_code else False
+            business_category = config.business_category_id

            existing = analysis_model.search(
-                [("partner_id", "=", partner.id), ("analysis_date", "=", today)],
+                [
+                    ("partner_id", "=", partner.id),
+                    ("analysis_date", "=", today),
+                    ("business_category_id", "=", business_category.id),
+                ],
                limit=1,
            )
            vals = {
                "partner_id": partner.id,
                "segment_id": segment.id if segment else False,
-                "business_category_id": business_category.id if business_category else False,
+                "business_category_id": business_category.id,
                "last_purchase_date": last_purchase_date,
                "previous_purchase_date": previous_purchase_date,
                "days_since_last_purchase": days_since_last_purchase,
@@ -151,15 +154,18 @@ class CustomerBehaviorAnalysis(models.Model):
            else:
                analysis_model.create(vals)

-            partner.write(
-                {
-                    "customer_segment_id": segment.id if segment else False,
-                    "behavior_business_category_id": business_category.id if business_category else False,
-                    "last_sale_date": last_purchase_date,
-                    "total_sales_amount": total_amount,
-                    "sales_frequency": total_orders,
-                    "days_since_last_order": days_since_last_purchase,
-                }
-            )
-
+            if not partner.behavior_business_category_id:
+                partner.behavior_business_category_id = business_category.id
+        return True
+
+    @api.model
+    def compute_customer_behavior(self, config=None, partners=None):
+        if config:
+            return self._compute_customer_behavior_for_config(config=config, partners=partners)
+
+        configs = self.env["customer.behavior.config"].sudo().search(
+            [("active", "=", True), ("business_category_id", "!=", False)]
+        )
+        for rec in configs:
+            self._compute_customer_behavior_for_config(config=rec, partners=partners)
        return True
@@ -5,9 +5,16 @@ from odoo.exceptions import ValidationError
 class CustomerBehaviorConfig(models.Model):
    _name = "customer.behavior.config"
    _description = "Customer Behavior Configuration"
-    _order = "id desc"
+    _order = "business_category_id, id desc"

    name = fields.Char(default="Default Configuration", required=True)
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        required=True,
+        ondelete="restrict",
+        index=True,
+    )
    repeat_days = fields.Integer(default=30, required=True)
    at_risk_days = fields.Integer(default=60, required=True)
    inactive_days = fields.Integer(default=90, required=True)
@@ -16,6 +23,14 @@ class CustomerBehaviorConfig(models.Model):
    min_transaction = fields.Float(default=0.0, required=True)
    active = fields.Boolean(default=True)

+    _sql_constraints = [
+        (
+            "customer_behavior_config_name_category_uniq",
+            "unique(name, business_category_id)",
+            "Configuration name must be unique per business category.",
+        )
+    ]
+
    @api.constrains("repeat_days", "at_risk_days", "inactive_days", "dormant_days", "lost_days")
    def _check_day_thresholds(self):
        for rec in self:
@@ -28,9 +43,35 @@ class CustomerBehaviorConfig(models.Model):
                    )
                )

+    @api.constrains("active", "business_category_id")
+    def _check_active_config_per_business_category(self):
+        for rec in self.filtered(lambda r: r.active and r.business_category_id):
+            duplicates = self.search_count(
+                [
+                    ("id", "!=", rec.id),
+                    ("active", "=", True),
+                    ("business_category_id", "=", rec.business_category_id.id),
+                ]
+            )
+            if duplicates:
+                raise ValidationError(
+                    _("Only one active customer behavior config is allowed per business category.")
+                )
+
    @api.model
-    def get_active_config(self):
-        return self.search([("active", "=", True)], order="id desc", limit=1) or self.create({})
+    def name_get(self):
+        result = []
+        for rec in self:
+            category_name = rec.business_category_id.name or "-"
+            result.append((rec.id, "%s - %s" % (category_name, rec.name)))
+        return result
+
+    @api.model
+    def get_active_config(self, business_category=None):
+        domain = [("active", "=", True)]
+        if business_category:
+            domain.append(("business_category_id", "=", business_category.id))
+        return self.search(domain, order="id desc", limit=1)

    def action_run_analysis(self):
        self.ensure_one()
@@ -6,66 +6,72 @@ class CustomerBehaviorDashboard(models.TransientModel):
    _description = "Customer Behavior Dashboard"

    analysis_date = fields.Date(default=fields.Date.context_today, readonly=True)
-    total_customers = fields.Integer(readonly=True)
-    repeat_customers = fields.Integer(readonly=True)
-    reactivated_customers = fields.Integer(readonly=True)
-    at_risk_customers = fields.Integer(readonly=True)
-    inactive_customers = fields.Integer(readonly=True)
-    dormant_customers = fields.Integer(readonly=True)
-    lost_customers = fields.Integer(readonly=True)
-    total_revenue = fields.Monetary(currency_field="currency_id", readonly=True)
-    retention_rate = fields.Float(readonly=True, digits=(16, 2))
-    churn_rate = fields.Float(readonly=True, digits=(16, 2))
-    at_risk_rate = fields.Float(readonly=True, digits=(16, 2))
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        required=True,
+        default=lambda self: self.env["customer.behavior.config"].sudo().get_active_config().business_category_id.id,
+    )
+    total_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    repeat_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    reactivated_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    at_risk_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    inactive_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    dormant_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    lost_customers = fields.Integer(readonly=True, compute="_compute_metrics")
+    total_revenue = fields.Monetary(currency_field="currency_id", readonly=True, compute="_compute_metrics")
+    retention_rate = fields.Float(readonly=True, digits=(16, 2), compute="_compute_metrics")
+    churn_rate = fields.Float(readonly=True, digits=(16, 2), compute="_compute_metrics")
+    at_risk_rate = fields.Float(readonly=True, digits=(16, 2), compute="_compute_metrics")
    currency_id = fields.Many2one(
        "res.currency",
        default=lambda self: self.env.company.currency_id.id,
        readonly=True,
    )

-    @api.model
-    def default_get(self, fields_list):
-        vals = super().default_get(fields_list)
-        analysis_date = vals.get("analysis_date") or fields.Date.context_today(self)
-        analyses = self.env["customer.behavior.analysis"].search([("analysis_date", "=", analysis_date)])
+    @api.depends("analysis_date", "business_category_id")
+    def _compute_metrics(self):
+        for rec in self:
+            domain = [("analysis_date", "=", rec.analysis_date)]
+            if rec.business_category_id:
+                domain.append(("business_category_id", "=", rec.business_category_id.id))
+            analyses = self.env["customer.behavior.analysis"].search(domain)

-        total_customers = len(analyses)
-        segment_count = {
-            "repeat": 0,
-            "reactivated": 0,
-            "at_risk": 0,
-            "inactive": 0,
-            "dormant": 0,
-            "lost": 0,
-        }
-        for rec in analyses:
-            if rec.segment_id.code in segment_count:
-                segment_count[rec.segment_id.code] += 1
-
-        retained = segment_count["repeat"] + segment_count["reactivated"]
-        lost = segment_count["lost"]
-        at_risk = segment_count["at_risk"]
-        vals.update(
-            {
-                "total_customers": total_customers,
-                "repeat_customers": segment_count["repeat"],
-                "reactivated_customers": segment_count["reactivated"],
-                "at_risk_customers": segment_count["at_risk"],
-                "inactive_customers": segment_count["inactive"],
-                "dormant_customers": segment_count["dormant"],
-                "lost_customers": segment_count["lost"],
-                "total_revenue": sum(analyses.mapped("total_amount")),
-                "retention_rate": (retained / total_customers * 100.0) if total_customers else 0.0,
-                "churn_rate": (lost / total_customers * 100.0) if total_customers else 0.0,
-                "at_risk_rate": (at_risk / total_customers * 100.0) if total_customers else 0.0,
+            segment_count = {
+                "repeat": 0,
+                "reactivated": 0,
+                "at_risk": 0,
+                "inactive": 0,
+                "dormant": 0,
+                "lost": 0,
            }
-        )
-        return vals
+            for analysis in analyses:
+                if analysis.segment_id.code in segment_count:
+                    segment_count[analysis.segment_id.code] += 1
+
+            total_customers = len(analyses.mapped("partner_id"))
+            retained = segment_count["repeat"] + segment_count["reactivated"]
+            lost = segment_count["lost"]
+            at_risk = segment_count["at_risk"] + segment_count["inactive"] + segment_count["dormant"]
+
+            rec.total_customers = total_customers
+            rec.repeat_customers = segment_count["repeat"]
+            rec.reactivated_customers = segment_count["reactivated"]
+            rec.at_risk_customers = segment_count["at_risk"]
+            rec.inactive_customers = segment_count["inactive"]
+            rec.dormant_customers = segment_count["dormant"]
+            rec.lost_customers = segment_count["lost"]
+            rec.total_revenue = sum(analyses.mapped("total_amount"))
+            rec.retention_rate = (retained / total_customers * 100.0) if total_customers else 0.0
+            rec.churn_rate = (lost / total_customers * 100.0) if total_customers else 0.0
+            rec.at_risk_rate = (at_risk / total_customers * 100.0) if total_customers else 0.0

    def _open_analysis(self, segment_codes=None):
        self.ensure_one()
        action = self.env.ref("grt_sales_business_category.action_customer_behavior_analysis").read()[0]
        domain = [("analysis_date", "=", self.analysis_date)]
+        if self.business_category_id:
+            domain.append(("business_category_id", "=", self.business_category_id.id))
        if segment_codes:
            domain.append(("segment_id.code", "in", segment_codes))
        action["domain"] = domain
@@ -82,4 +88,3 @@ class CustomerBehaviorDashboard(models.TransientModel):

    def action_open_at_risk(self):
        return self._open_analysis(["at_risk", "inactive", "dormant"])
-
@@ -13,11 +13,18 @@ class CustomerBehaviorRecomputeWizard(models.TransientModel):
        default="selected",
        required=True,
    )
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        related="config_id.business_category_id",
+        readonly=True,
+    )
    partner_ids = fields.Many2many("res.partner", string="Customers")
    config_id = fields.Many2one(
        "customer.behavior.config",
        string="Configuration",
        default=lambda self: self.env["customer.behavior.config"].sudo().get_active_config().id,
+        domain=[("active", "=", True)],
        required=True,
    )

@@ -1,4 +1,4 @@
-from odoo import fields, models
+from odoo import api, fields, models


 class CustomerBehaviorSegment(models.Model):
@@ -7,6 +7,20 @@ class CustomerBehaviorSegment(models.Model):
    _order = "sequence, id"

    name = fields.Char(required=True)
+    config_id = fields.Many2one(
+        "customer.behavior.config",
+        string="Behavior Config",
+        required=True,
+        ondelete="cascade",
+        index=True,
+    )
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        related="config_id.business_category_id",
+        store=True,
+        readonly=True,
+        index=True,
+    )
    code = fields.Selection(
        [
            ("repeat", "Repeat"),
@@ -23,5 +37,26 @@ class CustomerBehaviorSegment(models.Model):
    active = fields.Boolean(default=True)

    _sql_constraints = [
-        ("customer_behavior_segment_code_uniq", "unique(code)", "Segment code must be unique."),
+        (
+            "customer_behavior_segment_code_config_uniq",
+            "unique(code, config_id)",
+            "Segment code must be unique per customer behavior config.",
+        ),
    ]
+
+    def name_get(self):
+        result = []
+        for rec in self:
+            category_name = rec.business_category_id.name or "-"
+            result.append((rec.id, "%s - %s" % (category_name, rec.name)))
+        return result
+
+    @api.model
+    def name_search(self, name="", args=None, operator="ilike", limit=100):
+        args = list(args or [])
+        if name:
+            domain = ["|", ("name", operator, name), ("business_category_id.name", operator, name)]
+            records = self.search(domain + args, limit=limit)
+            if records:
+                return records.name_get()
+        return super().name_search(name=name, args=args, operator=operator, limit=limit)
@@ -9,6 +9,7 @@ class ResPartner(models.Model):
        string="Customer Segment",
        ondelete="restrict",
        index=True,
+        compute="_compute_behavior_summary",
    )
    behavior_business_category_id = fields.Many2one(
        "crm.business.category",
@@ -16,23 +17,71 @@ class ResPartner(models.Model):
        ondelete="restrict",
        index=True,
    )
-    last_sale_date = fields.Date(string="Last Sale Date")
+    last_sale_date = fields.Date(string="Last Sale Date", compute="_compute_behavior_summary")
    behavior_currency_id = fields.Many2one(
        "res.currency",
        string="Behavior Currency",
        default=lambda self: self.env.company.currency_id.id,
        readonly=True,
    )
-    total_sales_amount = fields.Monetary(string="Total Sales Amount", currency_field="behavior_currency_id")
-    sales_frequency = fields.Integer(string="Sales Frequency")
-    days_since_last_order = fields.Integer(string="Days Since Last Order")
+    total_sales_amount = fields.Monetary(
+        string="Total Sales Amount",
+        currency_field="behavior_currency_id",
+        compute="_compute_behavior_summary",
+    )
+    sales_frequency = fields.Integer(string="Sales Frequency", compute="_compute_behavior_summary")
+    days_since_last_order = fields.Integer(string="Days Since Last Order", compute="_compute_behavior_summary")
    customer_behavior_analysis_ids = fields.One2many(
        "customer.behavior.analysis",
        "partner_id",
        string="Customer Behavior Analysis",
    )

+    def _get_behavior_reference_analysis(self):
+        self.ensure_one()
+        analyses = self.customer_behavior_analysis_ids
+        if self.behavior_business_category_id:
+            analyses = analyses.filtered(
+                lambda rec: rec.business_category_id == self.behavior_business_category_id
+            )
+        return analyses.sorted(
+            key=lambda rec: (
+                rec.analysis_date or fields.Date.from_string("1900-01-01"),
+                rec.id,
+            ),
+            reverse=True,
+        )[:1]
+
+    def _compute_behavior_summary(self):
+        for partner in self:
+            analysis = partner._get_behavior_reference_analysis()
+            partner.customer_segment_id = analysis.segment_id if analysis else False
+            partner.last_sale_date = analysis.last_purchase_date if analysis else False
+            partner.total_sales_amount = analysis.total_amount if analysis else 0.0
+            partner.sales_frequency = analysis.total_orders if analysis else 0
+            partner.days_since_last_order = analysis.days_since_last_purchase if analysis else 0
+
+    def _ensure_behavior_business_category(self):
+        for partner in self.filtered(lambda p: not p.behavior_business_category_id and p.customer_behavior_analysis_ids):
+            latest = partner.customer_behavior_analysis_ids.sorted(
+                key=lambda rec: (
+                    rec.analysis_date or fields.Date.from_string("1900-01-01"),
+                    rec.id,
+                ),
+                reverse=True,
+            )[:1]
+            if latest:
+                partner.behavior_business_category_id = latest.business_category_id
+
+    def write(self, vals):
+        result = super().write(vals)
+        if "customer_behavior_analysis_ids" in vals or "behavior_business_category_id" not in vals:
+            self._ensure_behavior_business_category()
+        return result
+
    def action_recompute_customer_behavior(self):
+        self._ensure_behavior_business_category()
+        config = self.env["customer.behavior.config"].sudo().get_active_config(self.behavior_business_category_id)
        return {
            "type": "ir.actions.act_window",
            "name": "Recompute Customer Behavior",
@@ -42,5 +91,6 @@ class ResPartner(models.Model):
            "context": {
                "default_mode": "selected",
                "default_partner_ids": [(6, 0, self.commercial_partner_id.ids)],
+                "default_config_id": config.id,
            },
        }
@@ -6,6 +6,7 @@
        <field name="arch" type="xml">
            <tree>
                <field name="name"/>
+                <field name="business_category_id"/>
                <field name="repeat_days"/>
                <field name="at_risk_days"/>
                <field name="inactive_days"/>
@@ -29,6 +30,7 @@
                <sheet>
                    <group>
                        <field name="name"/>
+                        <field name="business_category_id"/>
                        <field name="active"/>
                    </group>
                    <group string="Threshold Days">
@@ -8,6 +8,7 @@
                <sheet>
                    <group>
                        <field name="analysis_date"/>
+                        <field name="business_category_id"/>
                        <field name="total_revenue"/>
                        <field name="total_customers"/>
                    </group>
@@ -9,6 +9,7 @@
                    <group>
                        <field name="mode"/>
                        <field name="config_id"/>
+                        <field name="business_category_id"/>
                    </group>
                    <group>
                        <field name="partner_ids" attrs="{'required': [('mode', '=', 'selected')], 'invisible': [('mode', '=', 'all')]}"/>
@@ -7,6 +7,8 @@
            <tree>
                <field name="sequence"/>
                <field name="name"/>
+                <field name="config_id"/>
+                <field name="business_category_id"/>
                <field name="code"/>
                <field name="active"/>
            </tree>
@@ -21,6 +23,8 @@
                <sheet>
                    <group>
                        <field name="name"/>
+                        <field name="config_id"/>
+                        <field name="business_category_id" readonly="1"/>
                        <field name="code"/>
                        <field name="sequence"/>
                        <field name="active"/>
@@ -36,3 +36,28 @@ class KpiAssignment(models.Model):
            target = rec.kpi_definition_id.target_ids[:1]
            rec.effective_target = rec.target_override if rec.target_override else (target.target_value or 0.0)
            rec.effective_weight = rec.weight_override if rec.weight_override else (target.weight or 0.0)
+
+    def name_get(self):
+        result = []
+        for rec in self:
+            employee_name = rec.employee_id.name or "-"
+            kpi_name = rec.kpi_definition_id.name or "-"
+            period_name = rec.period_id.name or "-"
+            result.append((rec.id, "%s - %s - %s" % (employee_name, kpi_name, period_name)))
+        return result
+
+    @api.model
+    def name_search(self, name="", args=None, operator="ilike", limit=100):
+        args = list(args or [])
+        if name:
+            domain = [
+                "|",
+                "|",
+                ("employee_id.name", operator, name),
+                ("kpi_definition_id.name", operator, name),
+                ("period_id.name", operator, name),
+            ]
+            records = self.search(domain + args, limit=limit)
+            if records:
+                return records.name_get()
+        return super().name_search(name=name, args=args, operator=operator, limit=limit)
@@ -142,7 +142,13 @@ class KpiCrmTriggerRuleLine(models.Model):
    active = fields.Boolean(default=True)
    stage_id = fields.Many2one("crm.stage", string="Stage")
    activity_type_id = fields.Many2one("mail.activity.type", string="Activity Type")
-    employee_id = fields.Many2one("hr.employee", required=True, ondelete="cascade", index=True)
+    employee_id = fields.Many2one(
+        "hr.employee",
+        related="assignment_id.employee_id",
+        store=True,
+        readonly=True,
+        index=True,
+    )
    assignment_id = fields.Many2one("kpi.assignment", required=True, ondelete="cascade", index=True)
    value = fields.Float(required=True, default=1.0)
    source_module = fields.Char(default="crm", required=True)
@@ -155,12 +161,6 @@ class KpiCrmTriggerRuleLine(models.Model):
                continue
            raise ValidationError(_("Either Stage or Activity Type must be set."))

-    @api.constrains("employee_id", "assignment_id")
-    def _check_assignment_employee(self):
-        for rec in self:
-            if rec.assignment_id.employee_id != rec.employee_id:
-                raise ValidationError(_("Employee must match KPI Assignment employee."))
-
    @api.constrains("rule_id", "stage_id")
    def _check_stage_business_category(self):
        for rec in self:
@@ -33,8 +33,8 @@
                                    <field name="active"/>
                                    <field name="stage_id"/>
                                    <field name="activity_type_id"/>
-                                    <field name="employee_id"/>
                                    <field name="assignment_id"/>
+                                    <field name="employee_id" readonly="1"/>
                                    <field name="value"/>
                                    <field name="source_module"/>
                                    <field name="note"/>
@@ -45,8 +45,8 @@
                                        <field name="active"/>
                                        <field name="stage_id"/>
                                        <field name="activity_type_id"/>
-                                        <field name="employee_id"/>
-                                        <field name="assignment_id" domain="[('employee_id', '=', employee_id)]"/>
+                                        <field name="assignment_id"/>
+                                        <field name="employee_id" readonly="1"/>
                                    </group>
                                    <group>
                                        <field name="value"/>
@@ -1,5 +1,4 @@
 from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError


 class KpiCustomerBehaviorTriggerRule(models.Model):
@@ -119,15 +118,28 @@ class KpiCustomerBehaviorTriggerRuleLine(models.Model):
    rule_id = fields.Many2one("kpi.customer.behavior.trigger.rule", required=True, ondelete="cascade", index=True)
    sequence = fields.Integer(default=10)
    active = fields.Boolean(default=True)
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        related="rule_id.business_category_id",
+        store=True,
+        readonly=True,
+        index=True,
+    )
    segment_id = fields.Many2one("customer.behavior.segment", required=True, ondelete="restrict", index=True)
-    employee_id = fields.Many2one("hr.employee", required=True, ondelete="cascade", index=True)
+    employee_id = fields.Many2one(
+        "hr.employee",
+        related="assignment_id.employee_id",
+        store=True,
+        readonly=True,
+        index=True,
+    )
    assignment_id = fields.Many2one("kpi.assignment", required=True, ondelete="cascade", index=True)
    score_value = fields.Float(required=True, default=0.0)
    source_module = fields.Char(default="sale.customer_behavior", required=True)
    note = fields.Char()

-    @api.constrains("employee_id", "assignment_id")
-    def _check_assignment_employee(self):
+    @api.constrains("business_category_id", "segment_id")
+    def _check_segment_business_category(self):
        for rec in self:
-            if rec.assignment_id.employee_id != rec.employee_id:
-                raise ValidationError(_("Employee must match KPI Assignment employee."))
+            if rec.segment_id and rec.segment_id.business_category_id != rec.business_category_id:
+                raise ValidationError(_("Segment business category must match rule business category."))
@@ -31,9 +31,9 @@
                                <tree editable="bottom">
                                    <field name="sequence"/>
                                    <field name="active"/>
-                                    <field name="segment_id"/>
-                                    <field name="employee_id"/>
+                                    <field name="segment_id" domain="[('business_category_id', '=', parent.business_category_id)]"/>
                                    <field name="assignment_id"/>
+                                    <field name="employee_id" readonly="1"/>
                                    <field name="score_value"/>
                                    <field name="source_module"/>
                                    <field name="note"/>
@@ -42,9 +42,10 @@
                                    <group>
                                        <field name="sequence"/>
                                        <field name="active"/>
-                                        <field name="segment_id"/>
-                                        <field name="employee_id"/>
-                                        <field name="assignment_id" domain="[('employee_id', '=', employee_id)]"/>
+                                        <field name="segment_id" domain="[('business_category_id', '=', business_category_id)]"/>
+                                        <field name="business_category_id" readonly="1" invisible="1"/>
+                                        <field name="assignment_id"/>
+                                        <field name="employee_id" readonly="1"/>
                                    </group>
                                    <group>
                                        <field name="score_value"/>
@@ -106,7 +106,13 @@ class KpiSalesTriggerRuleLine(models.Model):
    rule_id = fields.Many2one("kpi.sales.trigger.rule", required=True, ondelete="cascade", index=True)
    sequence = fields.Integer(default=10)
    active = fields.Boolean(default=True)
-    employee_id = fields.Many2one("hr.employee", required=True, ondelete="cascade", index=True)
+    employee_id = fields.Many2one(
+        "hr.employee",
+        related="assignment_id.employee_id",
+        store=True,
+        readonly=True,
+        index=True,
+    )
    assignment_id = fields.Many2one("kpi.assignment", required=True, ondelete="cascade", index=True)
    on_time_score = fields.Float(required=True, default=1.0)
    late_penalty_per_day = fields.Float(default=0.0)
@@ -116,12 +122,6 @@ class KpiSalesTriggerRuleLine(models.Model):
    source_module = fields.Char(default="sale", required=True)
    note = fields.Char()

-    @api.constrains("employee_id", "assignment_id")
-    def _check_assignment_employee(self):
-        for rec in self:
-            if rec.assignment_id.employee_id != rec.employee_id:
-                raise ValidationError(_("Employee must match KPI Assignment employee."))
-
    @api.constrains("on_time_score", "late_penalty_per_day", "minimum_score", "transaction_amount_threshold", "transaction_bonus_score")
    def _check_score_values(self):
        for rec in self:
@@ -31,8 +31,8 @@
                                <tree editable="bottom">
                                    <field name="sequence"/>
                                    <field name="active"/>
-                                    <field name="employee_id"/>
                                    <field name="assignment_id"/>
+                                    <field name="employee_id" readonly="1"/>
                                    <field name="on_time_score"/>
                                    <field name="late_penalty_per_day"/>
                                    <field name="minimum_score"/>
@@ -45,8 +45,8 @@
                                    <group>
                                        <field name="sequence"/>
                                        <field name="active"/>
-                                        <field name="employee_id"/>
-                                        <field name="assignment_id" domain="[('employee_id', '=', employee_id)]"/>
+                                        <field name="assignment_id"/>
+                                        <field name="employee_id" readonly="1"/>
                                        <field name="source_module"/>
                                    </group>
                                    <group string="Scoring">