Perubahan desain business category

grt_business_category_base/__init__.py

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+from . import models
+from .hooks import post_init_hook

grt_business_category_base/__manifest__.py

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+# -*- coding: utf-8 -*-
+{
+    "name": "GRT Business Category Base",
+    "summary": "Shared business category master for cross-module references",
+    "description": """
+Central business category master module.
+This module provides the shared business category model, user access context,
+and reusable mixins so CRM, Sales, Purchase, Expense, and Inventory can all
+reference the same category definitions.
+""",
+    "author": "PT Gagak Rimang Teknologi",
+    "website": "https://rimang.id",
+    "category": "Tools",
+    "version": "14.0.1.1.0",
+    "depends": ["base", "analytic"],
+    "post_init_hook": "post_init_hook",
+    "data": [
+        "security/ir.model.access.csv",
+        "security/ir.rule.csv",
+        "views/crm_business_category_views.xml",
+        "views/res_users_business_category_views.xml"
+    ],
+    "installable": True,
+    "application": False
+}

grt_business_category_base/data/crm_business_category_data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="crm_business_category_01" model="crm.business.category">
+        <field name="name">Business Category 1</field>
+        <field name="code">BC01</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+    <record id="crm_business_category_02" model="crm.business.category">
+        <field name="name">Business Category 2</field>
+        <field name="code">BC02</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+    <record id="crm_business_category_03" model="crm.business.category">
+        <field name="name">Business Category 3</field>
+        <field name="code">BC03</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+    <record id="crm_business_category_04" model="crm.business.category">
+        <field name="name">Business Category 4</field>
+        <field name="code">BC04</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+    <record id="crm_business_category_05" model="crm.business.category">
+        <field name="name">Business Category 5</field>
+        <field name="code">BC05</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+    <record id="crm_business_category_06" model="crm.business.category">
+        <field name="name">Business Category 6</field>
+        <field name="code">BC06</field>
+        <field name="company_id" ref="base.main_company"/>
+    </record>
+</odoo>

grt_business_category_base/hooks.py

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+from odoo import SUPERUSER_ID, api
+
+
+SEED_CATEGORIES = [
+    ("crm_business_category_01", "Business Category 1", "BC01"),
+    ("crm_business_category_02", "Business Category 2", "BC02"),
+    ("crm_business_category_03", "Business Category 3", "BC03"),
+    ("crm_business_category_04", "Business Category 4", "BC04"),
+    ("crm_business_category_05", "Business Category 5", "BC05"),
+    ("crm_business_category_06", "Business Category 6", "BC06"),
+]
+
+
+SHARED_XMLID_NAMES = [
+    "view_crm_business_category_tree",
+    "view_crm_business_category_form",
+    "action_crm_business_category",
+    "view_res_users_business_category_tree",
+    "view_res_users_business_category_form",
+    "action_res_users_business_category_access",
+    "action_sync_team_business_category_access_server",
+    "menu_crm_business_category",
+    "menu_res_users_business_category_access",
+]
+
+
+def _get_xmlid_map(env, module, names):
+    data = env["ir.model.data"].sudo().search(
+        [("module", "=", module), ("name", "in", names)]
+    )
+    return {record.name: record for record in data}
+
+
+def _ensure_xmlid(env, module, name, model, res_id, noupdate=True):
+    xmlid = env["ir.model.data"].sudo().search(
+        [("module", "=", module), ("name", "=", name)], limit=1
+    )
+    values = {
+        "module": module,
+        "name": name,
+        "model": model,
+        "res_id": res_id,
+        "noupdate": noupdate,
+    }
+    if xmlid:
+        xmlid.write(values)
+    else:
+        env["ir.model.data"].sudo().create(values)
+
+
+def _cleanup_duplicate_record(env, xmlid_record, keep_res_id):
+    if not xmlid_record or xmlid_record.res_id == keep_res_id:
+        return
+
+    model = env[xmlid_record.model].sudo()
+    duplicate = model.browse(xmlid_record.res_id)
+    if duplicate.exists():
+        duplicate.unlink()
+
+
+def _migrate_seed_categories(env):
+    company = env.ref("base.main_company")
+    category_model = env["crm.business.category"].sudo()
+    base_xmlids = _get_xmlid_map(
+        env, "grt_business_category_base", [name for name, _, _ in SEED_CATEGORIES]
+    )
+    old_xmlids = _get_xmlid_map(
+        env, "grt_crm_business_category", [name for name, _, _ in SEED_CATEGORIES]
+    )
+
+    for xmlid_name, category_name, code in SEED_CATEGORIES:
+        chosen = False
+        old_xmlid = old_xmlids.get(xmlid_name)
+        base_xmlid = base_xmlids.get(xmlid_name)
+
+        if old_xmlid:
+            chosen = category_model.browse(old_xmlid.res_id)
+        elif base_xmlid:
+            chosen = category_model.browse(base_xmlid.res_id)
+        else:
+            chosen = category_model.search(
+                [("company_id", "=", company.id), "|", ("code", "=", code), ("name", "=", category_name)],
+                limit=1,
+            )
+
+        if not chosen:
+            chosen = category_model.create(
+                {
+                    "name": category_name,
+                    "code": code,
+                    "company_id": company.id,
+                }
+            )
+
+        if not chosen.code:
+            chosen.code = code
+
+        _ensure_xmlid(
+            env, "grt_business_category_base", xmlid_name, "crm.business.category", chosen.id
+        )
+        _ensure_xmlid(
+            env, "grt_crm_business_category", xmlid_name, "crm.business.category", chosen.id
+        )
+
+        _cleanup_duplicate_record(env, base_xmlid, chosen.id)
+
+
+def _migrate_shared_xmlids(env):
+    base_xmlids = _get_xmlid_map(env, "grt_business_category_base", SHARED_XMLID_NAMES)
+    old_xmlids = _get_xmlid_map(env, "grt_crm_business_category", SHARED_XMLID_NAMES)
+
+    for xmlid_name in SHARED_XMLID_NAMES:
+        old_xmlid = old_xmlids.get(xmlid_name)
+        base_xmlid = base_xmlids.get(xmlid_name)
+
+        canonical = old_xmlid or base_xmlid
+        if not canonical:
+            continue
+
+        _ensure_xmlid(
+            env,
+            "grt_business_category_base",
+            xmlid_name,
+            canonical.model,
+            canonical.res_id,
+            noupdate=canonical.noupdate,
+        )
+        _ensure_xmlid(
+            env,
+            "grt_crm_business_category",
+            xmlid_name,
+            canonical.model,
+            canonical.res_id,
+            noupdate=canonical.noupdate,
+        )
+
+        if old_xmlid and base_xmlid and old_xmlid.res_id != base_xmlid.res_id:
+            _cleanup_duplicate_record(env, base_xmlid, old_xmlid.res_id)
+
+
+def _cleanup_obsolete_crm_security(env):
+    obsolete_names = [
+        "access_crm_business_category_user",
+        "access_crm_business_category_manager",
+        "crm_business_category_rule_user",
+        "crm_business_category_rule_manager",
+    ]
+    obsolete = env["ir.model.data"].sudo().search(
+        [("module", "=", "grt_crm_business_category"), ("name", "in", obsolete_names)]
+    )
+    for record in obsolete:
+        target = env[record.model].sudo().browse(record.res_id)
+        if target.exists():
+            target.unlink()
+    obsolete.unlink()
+
+
+def post_init_hook(cr, registry):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    _migrate_seed_categories(env)
+    _migrate_shared_xmlids(env)
+    _cleanup_obsolete_crm_security(env)

grt_business_category_base/models/__init__.py

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+from . import business_category_mixin
+from . import crm_business_category
+from . import res_users

grt_business_category_base/models/business_category_mixin.py

@@ -0,0 +1,46 @@
+from odoo import api, fields, models
+
+
+class BusinessCategoryMixin(models.AbstractModel):
+    _name = "business.category.mixin"
+    _description = "Business Category Mixin"
+
+    @api.model
+    def _default_business_category_id(self):
+        cr = self.env.cr
+        cr.execute(
+            """
+            SELECT 1
+            FROM information_schema.columns
+            WHERE table_name = 'res_users' AND column_name = 'active_business_category_id'
+            """
+        )
+        has_active = bool(cr.fetchone())
+        cr.execute(
+            """
+            SELECT 1
+            FROM information_schema.columns
+            WHERE table_name = 'res_users' AND column_name = 'default_business_category_id'
+            """
+        )
+        has_default = bool(cr.fetchone())
+
+        if not has_active and not has_default:
+            return False
+
+        user = self.env.user
+        if has_active and user.active_business_category_id.company_id == self.env.company:
+            return user.active_business_category_id.id
+        if has_default and user.default_business_category_id.company_id == self.env.company:
+            return user.default_business_category_id.id
+        return False
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        default=_default_business_category_id,
+        required=True,
+        ondelete="restrict",
+        index=True,
+        domain="[('company_id', '=', company_id)]",
+    )

grt_business_category_base/models/crm_business_category.py

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+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrmBusinessCategory(models.Model):
+    _name = "crm.business.category"
+    _description = "Business Category"
+    _order = "name"
+
+    def init(self):
+        self._cr.execute(
+            """
+            UPDATE crm_business_category
+               SET company_id = %s
+             WHERE company_id IS NULL
+            """,
+            [self.env.ref("base.main_company").id],
+        )
+
+    name = fields.Char(required=True)
+    code = fields.Char()
+    company_id = fields.Many2one(
+        "res.company",
+        string="Company",
+        required=True,
+        default=lambda self: self.env.company,
+        index=True,
+    )
+    active = fields.Boolean(default=True)
+    description = fields.Text()
+    analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Analytic Account",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        help="Shared default analytic account used by modules that reference this business category.",
+    )
+
+    _sql_constraints = [
+        (
+            "crm_business_category_name_company_uniq",
+            "unique(name, company_id)",
+            "Business category name must be unique per company.",
+        ),
+    ]
+
+    @api.constrains("company_id", "analytic_account_id")
+    def _check_analytic_account_company(self):
+        for category in self:
+            if not category.analytic_account_id or not category.company_id:
+                continue
+            if category.analytic_account_id.company_id != category.company_id:
+                raise ValidationError(
+                    _(
+                        "Business Category '%s' must use an Analytic Account from company '%s'."
+                    )
+                    % (category.name, category.company_id.name)
+                )

grt_business_category_base/models/res_users.py

@@ -0,0 +1,196 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class ResUsers(models.Model):
+    _inherit = "res.users"
+
+    allowed_business_category_ids = fields.Many2many(
+        "crm.business.category",
+        "res_users_crm_business_category_rel",
+        "user_id",
+        "business_category_id",
+        string="Allowed Business Categories",
+        domain="[('company_id', 'in', company_ids)]",
+        help="Users can only access records in these business categories.",
+    )
+    team_business_category_ids = fields.Many2many(
+        "crm.business.category",
+        string="Team Business Categories",
+        compute="_compute_effective_business_category_ids",
+        readonly=True,
+        help="Business categories inherited automatically from team membership.",
+    )
+    effective_business_category_ids = fields.Many2many(
+        "crm.business.category",
+        string="Effective Business Categories",
+        compute="_compute_effective_business_category_ids",
+        readonly=True,
+        help="Union of manual access and team-based access.",
+    )
+
+    default_business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Default Business Category",
+        domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]",
+        help="Default category for new records.",
+    )
+
+    active_business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Active Business Category",
+        domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]",
+        help="Current user context category, similar to active company.",
+    )
+
+    def _build_or_domain(self, domain_parts):
+        if not domain_parts:
+            return []
+        if len(domain_parts) == 1:
+            return domain_parts
+        return ["|"] * (len(domain_parts) - 1) + domain_parts
+
+    def _get_team_business_categories_from_model(self, model_name, domain_parts):
+        self.ensure_one()
+        if model_name not in self.env:
+            return self.env["crm.business.category"]
+
+        team_model = self.env[model_name].sudo()
+        user_id = self._origin.id or self.id
+        if not isinstance(user_id, int):
+            return self.env["crm.business.category"]
+        valid_domain_parts = [
+            domain_part
+            for domain_part in domain_parts
+            if isinstance(domain_part, (list, tuple))
+            and len(domain_part) >= 1
+            and domain_part[0] in team_model._fields
+        ]
+        if not valid_domain_parts:
+            return self.env["crm.business.category"]
+
+        domain = self._build_or_domain(valid_domain_parts)
+        teams = team_model.search(domain + [("company_id", "in", self.company_ids.ids)])
+        return teams.mapped("business_category_id")
+
+    def _get_team_business_categories(self):
+        self.ensure_one()
+        categories = self.env["crm.business.category"]
+
+        categories |= self._get_team_business_categories_from_model(
+            "crm.team",
+            [
+                ("user_id", "=", self.id),
+                ("member_ids", "in", self.id),
+                ("sale_team_leader_id", "=", self.id),
+                ("team_members_ids", "in", self.id),
+            ],
+        )
+        categories |= self._get_team_business_categories_from_model(
+            "purchase.team",
+            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
+        )
+        categories |= self._get_team_business_categories_from_model(
+            "expense.team",
+            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
+        )
+        categories |= self._get_team_business_categories_from_model(
+            "stock.team",
+            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
+        )
+        return categories
+
+    def _filter_business_categories_by_company(self, categories):
+        self.ensure_one()
+        return categories.filtered(lambda category: category.company_id in self.company_ids)
+
+    @api.depends("allowed_business_category_ids", "company_ids")
+    def _compute_effective_business_category_ids(self):
+        for user in self:
+            team_categories = user._get_team_business_categories()
+            allowed_categories = user._filter_business_categories_by_company(
+                user.allowed_business_category_ids
+            )
+            user.team_business_category_ids = team_categories
+            user.effective_business_category_ids = allowed_categories | team_categories
+
+    @api.onchange("allowed_business_category_ids", "company_ids")
+    def _onchange_allowed_business_category_ids(self):
+        for user in self:
+            effective_categories = user._filter_business_categories_by_company(
+                user.allowed_business_category_ids
+            ) | user._get_team_business_categories()
+            if user.default_business_category_id not in effective_categories:
+                user.default_business_category_id = False
+            if user.active_business_category_id not in effective_categories:
+                user.active_business_category_id = False
+            if effective_categories and not user.default_business_category_id:
+                user.default_business_category_id = effective_categories[0]
+            if effective_categories and not user.active_business_category_id:
+                user.active_business_category_id = user.default_business_category_id
+
+    @api.constrains(
+        "allowed_business_category_ids",
+        "default_business_category_id",
+        "active_business_category_id",
+    )
+    def _check_business_category_consistency(self):
+        for user in self:
+            effective_categories = user._filter_business_categories_by_company(
+                user.allowed_business_category_ids
+            ) | user._get_team_business_categories()
+            if (
+                user.default_business_category_id
+                and user.default_business_category_id not in effective_categories
+            ):
+                raise ValidationError(
+                    _("Default Business Category must be included in Effective Business Categories.")
+                )
+            if (
+                user.default_business_category_id
+                and user.default_business_category_id.company_id not in user.company_ids
+            ):
+                raise ValidationError(
+                    _("Default Business Category must belong to one of the user's allowed companies.")
+                )
+            if (
+                user.active_business_category_id
+                and user.active_business_category_id not in effective_categories
+            ):
+                raise ValidationError(
+                    _("Active Business Category must be included in Effective Business Categories.")
+                )
+            if (
+                user.active_business_category_id
+                and user.active_business_category_id.company_id not in user.company_ids
+            ):
+                raise ValidationError(
+                    _("Active Business Category must belong to one of the user's allowed companies.")
+                )
+
+    def action_sync_team_business_category_access(self):
+        for user in self:
+            effective_categories = user._filter_business_categories_by_company(
+                user.allowed_business_category_ids
+            ) | user._get_team_business_categories()
+            first_category = effective_categories[:1]
+            vals = {}
+
+            if user.default_business_category_id not in effective_categories:
+                vals["default_business_category_id"] = first_category.id if first_category else False
+            elif not user.default_business_category_id and first_category:
+                vals["default_business_category_id"] = first_category.id
+
+            default_id = vals.get("default_business_category_id") or user.default_business_category_id.id
+            if user.active_business_category_id not in effective_categories:
+                vals["active_business_category_id"] = default_id or (
+                    first_category.id if first_category else False
+                )
+            elif not user.active_business_category_id:
+                vals["active_business_category_id"] = default_id or (
+                    first_category.id if first_category else False
+                )
+
+            if vals:
+                user.write(vals)
+        return {"type": "ir.actions.client", "tag": "reload"}

grt_business_category_base/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_business_category_user,crm.business.category.user,model_crm_business_category,base.group_user,1,0,0,0
+access_crm_business_category_manager,crm.business.category.manager,model_crm_business_category,base.group_system,1,1,1,1

grt_business_category_base/security/ir.rule.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm_unlink
+crm_business_category_rule_user,Business Category by user effective list,model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",base.group_user,1,0,0,0
+crm_business_category_rule_manager,Business Category full access for system admin,model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1

grt_business_category_base/views/crm_business_category_views.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_crm_business_category_tree" model="ir.ui.view">
+        <field name="name">crm.business.category.tree</field>
+        <field name="model">crm.business.category</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="company_id"/>
+                <field name="active"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_crm_business_category_form" model="ir.ui.view">
+        <field name="name">crm.business.category.form</field>
+        <field name="model">crm.business.category</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="code"/>
+                        <field name="company_id"/>
+                        <field name="active"/>
+                    </group>
+                    <group string="Accounting">
+                        <field name="analytic_account_id" domain="[('company_id', '=', company_id)]"/>
+                    </group>
+                    <group>
+                        <field name="description"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_crm_business_category" model="ir.actions.act_window">
+        <field name="name">Business Categories</field>
+        <field name="res_model">crm.business.category</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+
+    <menuitem id="menu_crm_business_category"
+              name="Business Categories"
+              parent="base.menu_administration"
+              action="action_crm_business_category"
+              sequence="85"
+              groups="base.group_system"/>
+</odoo>

grt_business_category_base/views/res_users_business_category_views.xml

@@ -0,0 +1,77 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_res_users_business_category_tree" model="ir.ui.view">
+        <field name="name">res.users.business.category.tree</field>
+        <field name="model">res.users</field>
+        <field name="arch" type="xml">
+            <tree>
+                <button name="action_sync_team_business_category_access" type="object" string="Sync" class="btn-link"/>
+                <field name="name"/>
+                <field name="login"/>
+                <field name="active"/>
+                <field name="company_id"/>
+                <field name="team_business_category_ids" widget="many2many_tags"/>
+                <field name="allowed_business_category_ids" widget="many2many_tags"/>
+                <field name="effective_business_category_ids" widget="many2many_tags"/>
+                <field name="default_business_category_id"/>
+                <field name="active_business_category_id"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_res_users_business_category_form" model="ir.ui.view">
+        <field name="name">res.users.business.category.form</field>
+        <field name="model">res.users</field>
+        <field name="arch" type="xml">
+            <form string="User Business Category Access">
+                <header>
+                    <button
+                        name="action_sync_team_business_category_access"
+                        type="object"
+                        string="Sync Team Access"
+                        class="oe_highlight"
+                    />
+                </header>
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="login"/>
+                        <field name="active"/>
+                        <field name="company_id"/>
+                        <field name="company_ids" widget="many2many_tags"/>
+                    </group>
+                    <group string="Business Category Access">
+                        <field name="team_business_category_ids" widget="many2many_tags" readonly="1"/>
+                        <field name="allowed_business_category_ids" widget="many2many_tags" domain="[('company_id', 'in', company_ids)]"/>
+                        <field name="effective_business_category_ids" widget="many2many_tags" readonly="1"/>
+                        <field name="default_business_category_id" domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]"/>
+                        <field name="active_business_category_id" domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_res_users_business_category_access" model="ir.actions.act_window">
+        <field name="name">User Business Category Access</field>
+        <field name="res_model">res.users</field>
+        <field name="view_mode">tree,form</field>
+        <field name="domain">[('share', '=', False)]</field>
+    </record>
+
+    <record id="action_sync_team_business_category_access_server" model="ir.actions.server">
+        <field name="name">Sync Team Category Access</field>
+        <field name="model_id" ref="base.model_res_users"/>
+        <field name="binding_model_id" ref="base.model_res_users"/>
+        <field name="binding_view_types">list,form</field>
+        <field name="state">code</field>
+        <field name="code">records.action_sync_team_business_category_access()</field>
+    </record>
+
+    <menuitem id="menu_res_users_business_category_access"
+              name="User Category Access"
+              parent="base.menu_administration"
+              action="action_res_users_business_category_access"
+              sequence="86"
+              groups="base.group_system"/>
+</odoo>

grt_crm_business_category/__manifest__.py

@@ -9,23 +9,20 @@ This enables different staging flow per business category through team pipelines
     "author": "PT Gagak Rimang Teknologi",
     "website": "https://rimang.id",
     "category": "Sales/CRM",
-    "version": "14.0.2.10.1",
-    "depends": ["crm"],
+    "version": "14.0.2.11.0",
+    "depends": ["crm", "grt_business_category_base"],
     "data": [
         "security/ir.model.access.csv",
         "security/ir.rule.csv",
-        "data/crm_business_category_data.xml",
         "views/assets.xml",
         "views/crm_activity_history_views.xml",
-        "views/crm_business_category_views.xml",
         "views/crm_lead_views.xml",
         "views/crm_pipeline_report_views.xml",
         "views/crm_menu_views.xml",
         "views/crm_stage_views.xml",
         "views/crm_team_views.xml",
         "views/crm_team_business_category_views.xml",
-        "views/mail_activity_views.xml",
-        "views/res_users_business_category_views.xml",
+        "views/mail_activity_views.xml"
     ],
     "installable": True,
     "application": False,

grt_crm_business_category/models/__init__.py

@@ -1,5 +1,3 @@
-from . import crm_business_category
-from . import business_category_mixin
 from . import crm_team
 from . import crm_stage
 from . import crm_lead

grt_crm_business_category/models/res_users.py

@@ -1,5 +1,4 @@
-from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError
+from odoo import fields, models
 
 
 class ResUsers(models.Model):
@@ -10,175 +9,3 @@ class ResUsers(models.Model):
     last_gps_client_time = fields.Char(string="Last GPS Client Time", readonly=True)
     last_gps_client_tz = fields.Char(string="Last GPS Client TZ", readonly=True)
     last_gps_recorded_at = fields.Datetime(string="Last GPS Recorded At", readonly=True)
-
-    allowed_business_category_ids = fields.Many2many(
-        "crm.business.category",
-        "res_users_crm_business_category_rel",
-        "user_id",
-        "business_category_id",
-        string="Allowed Business Categories",
-        domain="[('company_id', 'in', company_ids)]",
-        help="Users can only access CRM data in these business categories.",
-    )
-    team_business_category_ids = fields.Many2many(
-        "crm.business.category",
-        string="Team Business Categories",
-        compute="_compute_effective_business_category_ids",
-        readonly=True,
-        help="Business categories inherited automatically from Sales Team membership.",
-    )
-    effective_business_category_ids = fields.Many2many(
-        "crm.business.category",
-        string="Effective Business Categories",
-        compute="_compute_effective_business_category_ids",
-        readonly=True,
-        help="Union of manual access and Sales Team-based access.",
-    )
-
-    default_business_category_id = fields.Many2one(
-        "crm.business.category",
-        string="Default Business Category",
-        domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]",
-        help="Default category for new records.",
-    )
-
-    active_business_category_id = fields.Many2one(
-        "crm.business.category",
-        string="Active Business Category",
-        domain="[('id', 'in', effective_business_category_ids), ('company_id', 'in', company_ids)]",
-        help="Current user context category, similar to active company.",
-    )
-
-    def _build_or_domain(self, domain_parts):
-        if not domain_parts:
-            return []
-        if len(domain_parts) == 1:
-            return domain_parts
-        return ["|"] * (len(domain_parts) - 1) + domain_parts
-
-    def _get_team_business_categories_from_model(self, model_name, domain_parts):
-        self.ensure_one()
-        if model_name not in self.env:
-            return self.env["crm.business.category"]
-
-        team_model = self.env[model_name].sudo()
-        user_id = self._origin.id or self.id
-        if not isinstance(user_id, int):
-            return self.env["crm.business.category"]
-        valid_domain_parts = [
-            domain_part
-            for domain_part in domain_parts
-            if isinstance(domain_part, (list, tuple))
-            and len(domain_part) >= 1
-            and domain_part[0] in team_model._fields
-        ]
-        if not valid_domain_parts:
-            return self.env["crm.business.category"]
-
-        domain = self._build_or_domain(valid_domain_parts)
-        teams = team_model.search(domain + [("company_id", "in", self.company_ids.ids)])
-        return teams.mapped("business_category_id")
-
-    def _get_team_business_categories(self):
-        self.ensure_one()
-        categories = self.env["crm.business.category"]
-
-        categories |= self._get_team_business_categories_from_model(
-            "crm.team",
-            [
-                ("user_id", "=", self.id),
-                ("member_ids", "in", self.id),
-                ("sale_team_leader_id", "=", self.id),
-                ("team_members_ids", "in", self.id),
-            ],
-        )
-        categories |= self._get_team_business_categories_from_model(
-            "purchase.team",
-            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
-        )
-        categories |= self._get_team_business_categories_from_model(
-            "expense.team",
-            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
-        )
-        categories |= self._get_team_business_categories_from_model(
-            "stock.team",
-            [("user_id", "=", self.id), ("member_ids", "in", self.id)],
-        )
-        return categories
-
-    def _filter_business_categories_by_company(self, categories):
-        self.ensure_one()
-        return categories.filtered(lambda category: category.company_id in self.company_ids)
-
-    @api.depends("allowed_business_category_ids", "company_ids")
-    def _compute_effective_business_category_ids(self):
-        for user in self:
-            team_categories = user._get_team_business_categories()
-            allowed_categories = user._filter_business_categories_by_company(user.allowed_business_category_ids)
-            user.team_business_category_ids = team_categories
-            user.effective_business_category_ids = allowed_categories | team_categories
-
-    @api.onchange("allowed_business_category_ids", "company_ids")
-    def _onchange_allowed_business_category_ids(self):
-        for user in self:
-            effective_categories = user._filter_business_categories_by_company(
-                user.allowed_business_category_ids
-            ) | user._get_team_business_categories()
-            if user.default_business_category_id not in effective_categories:
-                user.default_business_category_id = False
-            if user.active_business_category_id not in effective_categories:
-                user.active_business_category_id = False
-            if effective_categories and not user.default_business_category_id:
-                user.default_business_category_id = effective_categories[0]
-            if effective_categories and not user.active_business_category_id:
-                user.active_business_category_id = user.default_business_category_id
-
-    @api.constrains(
-        "allowed_business_category_ids",
-        "default_business_category_id",
-        "active_business_category_id",
-    )
-    def _check_business_category_consistency(self):
-        for user in self:
-            effective_categories = user._filter_business_categories_by_company(
-                user.allowed_business_category_ids
-            ) | user._get_team_business_categories()
-            if user.default_business_category_id and user.default_business_category_id not in effective_categories:
-                raise ValidationError(
-                    _("Default Business Category must be included in Effective Business Categories.")
-                )
-            if user.default_business_category_id and user.default_business_category_id.company_id not in user.company_ids:
-                raise ValidationError(
-                    _("Default Business Category must belong to one of the user's allowed companies.")
-                )
-            if user.active_business_category_id and user.active_business_category_id not in effective_categories:
-                raise ValidationError(
-                    _("Active Business Category must be included in Effective Business Categories.")
-                )
-            if user.active_business_category_id and user.active_business_category_id.company_id not in user.company_ids:
-                raise ValidationError(
-                    _("Active Business Category must belong to one of the user's allowed companies.")
-                )
-
-    def action_sync_team_business_category_access(self):
-        for user in self:
-            effective_categories = user._filter_business_categories_by_company(
-                user.allowed_business_category_ids
-            ) | user._get_team_business_categories()
-            first_category = effective_categories[:1]
-            vals = {}
-
-            if user.default_business_category_id not in effective_categories:
-                vals["default_business_category_id"] = first_category.id if first_category else False
-            elif not user.default_business_category_id and first_category:
-                vals["default_business_category_id"] = first_category.id
-
-            default_id = vals.get("default_business_category_id") or user.default_business_category_id.id
-            if user.active_business_category_id not in effective_categories:
-                vals["active_business_category_id"] = default_id or (first_category.id if first_category else False)
-            elif not user.active_business_category_id:
-                vals["active_business_category_id"] = default_id or (first_category.id if first_category else False)
-
-            if vals:
-                user.write(vals)
-        return {"type": "ir.actions.client", "tag": "reload"}

grt_crm_business_category/security/ir.model.access.csv

@@ -1,6 +1,4 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_crm_business_category_user,crm.business.category.user,model_crm_business_category,crm.group_use_lead,1,0,0,0
-access_crm_business_category_manager,crm.business.category.manager,model_crm_business_category,sales_team.group_sale_manager,1,1,1,1
 access_crm_activity_history_user,crm.activity.history.user,model_crm_activity_history,crm.group_use_lead,1,0,0,0
 access_crm_activity_history_manager,crm.activity.history.manager,model_crm_activity_history,sales_team.group_sale_manager,1,1,1,1
 access_crm_activity_history_sysadmin,crm.activity.history.sysadmin,model_crm_activity_history,base.group_system,1,1,1,1

grt_crm_business_category/security/ir.rule.csv

@@ -2,10 +2,8 @@ id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm
 crm_lead_business_category_rule_user_read_create,CRM Lead read/create by effective business category,crm.model_crm_lead,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",crm.group_use_lead,1,0,1,0
 crm_lead_business_category_rule_user_write_own,CRM Lead write own by effective business category,crm.model_crm_lead,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids),'|',('user_id','=',user.id),('create_uid','=',user.id)]",crm.group_use_lead,0,1,0,1
 crm_team_business_category_rule_user,CRM Team read by effective business category,sales_team.model_crm_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",crm.group_use_lead,1,0,0,0
-crm_business_category_rule_user,Business Category by user effective list,model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",crm.group_use_lead,1,0,0,0
 crm_lead_business_category_rule_manager,CRM Lead full access for manager in effective business category,crm.model_crm_lead,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
 crm_team_business_category_rule_manager,CRM Team full access for manager in effective business category,sales_team.model_crm_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
-crm_business_category_rule_manager,Business Category access for manager in effective business category,model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
 crm_activity_history_rule_user,CRM Activity History by effective business category,model_crm_activity_history,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",crm.group_use_lead,1,0,0,0
 crm_activity_history_rule_manager,CRM Activity History full access for manager in effective business category,model_crm_activity_history,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
 crm_team_business_category_rule_sysadmin,CRM Team full access for system admin,sales_team.model_crm_team,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1

grt_expense_business_category/__manifest__.py

@@ -10,16 +10,15 @@ for expense transactions and accounting entries.
     "author": "PT Gagak Rimang Teknologi",
     "website": "https://rimang.id",
     "category": "Human Resources/Expenses",
-    "version": "14.0.1.0.0",
+    "version": "14.0.1.1.0",
     "depends": [
         "hr_expense",
         "account",
-        "grt_crm_business_category",
+        "grt_business_category_base",
     ],
     "data": [
         "security/ir.model.access.csv",
         "security/ir.rule.csv",
-        "views/crm_business_category_views.xml",
         "views/expense_team_views.xml",
         "views/hr_expense_views.xml",
         "views/expense_report_business_category_views.xml",

grt_expense_business_category/models/crm_business_category.py

@@ -1,5 +1,4 @@
-from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError
+from odoo import fields, models
 
 
 class CrmBusinessCategory(models.Model):
@@ -8,20 +7,7 @@ class CrmBusinessCategory(models.Model):
     expense_analytic_account_id = fields.Many2one(
         "account.analytic.account",
         string="Expense Analytic Account",
-        domain="[('company_id', '=', company_id)]",
-        ondelete="restrict",
-        help="Default analytic account used for expense transactions in this business category.",
+        related="analytic_account_id",
+        readonly=False,
+        help="Alias to the shared analytic account used for this business category.",
     )
-
-    @api.constrains("company_id", "expense_analytic_account_id")
-    def _check_expense_analytic_account_company(self):
-        for category in self:
-            if not category.expense_analytic_account_id or not category.company_id:
-                continue
-            if category.expense_analytic_account_id.company_id != category.company_id:
-                raise ValidationError(
-                    _(
-                        "Business Category '%s' must use an Expense Analytic Account from company '%s'."
-                    )
-                    % (category.name, category.company_id.name)
-                )

grt_expense_business_category/security/ir.rule.csv

@@ -9,9 +9,9 @@ hr_expense_sheet_business_category_rule_sysadmin,Expense Report full access for
 expense_team_business_category_rule_user,Expense Team read by effective business category,model_expense_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,0,0
 expense_team_business_category_rule_manager,Expense Team full access for expense manager in effective business category,model_expense_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_manager,1,1,1,1
 expense_team_business_category_rule_sysadmin,Expense Team full access for system admin,model_expense_team,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
-crm_business_category_rule_expense_user,Business Category by user effective list for expense user,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,0,0
-crm_business_category_rule_expense_manager,Business Category access for expense manager in effective business category,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_manager,1,1,1,1
-crm_business_category_rule_expense_sysadmin,Business Category full access for system admin,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+crm_business_category_rule_expense_user,Business Category by user effective list for expense user,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,0,0
+crm_business_category_rule_expense_manager,Business Category access for expense manager in effective business category,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_manager,1,1,1,1
+crm_business_category_rule_expense_sysadmin,Business Category full access for system admin,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
 account_move_expense_business_category_rule_user,Journal Entry read by effective business category for expense user,account.model_account_move,"[('company_id','in',user.company_ids.ids),('expense_business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,0,0
 account_move_expense_business_category_rule_manager,Journal Entry access for expense manager in effective business category,account.model_account_move,"[('company_id','in',user.company_ids.ids),('expense_business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_manager,1,1,1,1
 account_move_line_expense_business_category_rule_user,Journal Item read by effective business category for expense user,account.model_account_move_line,"[('company_id','in',user.company_ids.ids),('move_id.expense_business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,0,0

grt_expense_business_category/views/crm_business_category_views.xml

@@ -3,7 +3,7 @@
     <record id="view_crm_business_category_form_expense_analytic" model="ir.ui.view">
         <field name="name">crm.business.category.form.expense.analytic</field>
         <field name="model">crm.business.category</field>
-        <field name="inherit_id" ref="grt_crm_business_category.view_crm_business_category_form"/>
+        <field name="inherit_id" ref="grt_business_category_base.view_crm_business_category_form"/>
         <field name="arch" type="xml">
             <xpath expr="//field[@name='description']/.." position="before">
                 <group string="Expenses">

grt_expense_business_category/views/expense_menu_views.xml

@@ -11,6 +11,6 @@
               name="Business Categories"
               parent="hr_expense.menu_hr_expense_root"
               sequence="46"
-              action="grt_crm_business_category.action_crm_business_category"
+              action="grt_business_category_base.action_crm_business_category"
               groups="hr_expense.group_hr_expense_manager"/>
 </odoo>

grt_inventory_business_category/__manifest__.py

@@ -10,19 +10,18 @@ propagation for stock valuation journal entries.
     "author": "PT Gagak Rimang Teknologi",
     "website": "https://rimang.id",
     "category": "Inventory",
-    "version": "14.0.1.0.0",
+    "version": "14.0.1.1.1",
     "depends": [
         "stock_account",
         "sale_stock",
         "purchase_stock",
-        "grt_crm_business_category",
+        "grt_business_category_base",
         "grt_sales_business_category",
         "grt_purchase_business_category",
     ],
     "data": [
         "security/ir.model.access.csv",
         "security/ir.rule.csv",
-        "views/crm_business_category_views.xml",
         "views/stock_team_views.xml",
         "views/stock_warehouse_views.xml",
         "views/stock_picking_views.xml",

grt_inventory_business_category/models/crm_business_category.py

@@ -1,5 +1,4 @@
-from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError
+from odoo import fields, models
 
 
 class CrmBusinessCategory(models.Model):
@@ -8,20 +7,7 @@ class CrmBusinessCategory(models.Model):
     inventory_analytic_account_id = fields.Many2one(
         "account.analytic.account",
         string="Inventory Analytic Account",
-        domain="[('company_id', '=', company_id)]",
-        ondelete="restrict",
-        help="Default analytic account used for stock valuation entries in this business category.",
+        related="analytic_account_id",
+        readonly=False,
+        help="Alias to the shared analytic account used for this business category.",
     )
-
-    @api.constrains("company_id", "inventory_analytic_account_id")
-    def _check_inventory_analytic_account_company(self):
-        for category in self:
-            if not category.inventory_analytic_account_id or not category.company_id:
-                continue
-            if category.inventory_analytic_account_id.company_id != category.company_id:
-                raise ValidationError(
-                    _(
-                        "Business Category '%s' must use an Inventory Analytic Account from company '%s'."
-                    )
-                    % (category.name, category.company_id.name)
-                )

grt_inventory_business_category/models/product_template.py

@@ -9,10 +9,10 @@ class ProductTemplate(models.Model):
         "crm.business.category",
         string="Business Category",
         default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
-        required=True,
         ondelete="restrict",
         index=True,
         domain="[('company_id', '=', company_id)]",
+        help="Shared business category for operational products. System-generated products may leave this empty.",
     )
 
     @api.onchange("business_category_id")

grt_inventory_business_category/security/ir.rule.csv

@@ -12,9 +12,9 @@ stock_warehouse_business_category_rule_sysadmin,Warehouse full access for system
 stock_team_business_category_rule_user,Inventory Team read by effective business category,model_stock_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,0,0
 stock_team_business_category_rule_manager,Inventory Team full access for inventory manager in effective business category,model_stock_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_manager,1,1,1,1
 stock_team_business_category_rule_sysadmin,Inventory Team full access for system admin,model_stock_team,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
-crm_business_category_rule_inventory_user,Business Category by user effective list for inventory user,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,0,0
-crm_business_category_rule_inventory_manager,Business Category access for inventory manager in effective business category,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",stock.group_stock_manager,1,1,1,1
-crm_business_category_rule_inventory_sysadmin,Business Category full access for system admin,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+crm_business_category_rule_inventory_user,Business Category by user effective list for inventory user,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,0,0
+crm_business_category_rule_inventory_manager,Business Category access for inventory manager in effective business category,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",stock.group_stock_manager,1,1,1,1
+crm_business_category_rule_inventory_sysadmin,Business Category full access for system admin,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
 account_move_inventory_business_category_rule_user,Journal Entry read by effective business category for inventory user,account.model_account_move,"[('company_id','in',user.company_ids.ids),('inventory_business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,0,0
 account_move_inventory_business_category_rule_manager,Journal Entry access for inventory manager in effective business category,account.model_account_move,"[('company_id','in',user.company_ids.ids),('inventory_business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_manager,1,1,1,1
 account_move_line_inventory_business_category_rule_user,Journal Item read by effective business category for inventory user,account.model_account_move_line,"[('company_id','in',user.company_ids.ids),('move_id.inventory_business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,0,0

grt_inventory_business_category/views/crm_business_category_views.xml

@@ -3,7 +3,7 @@
     <record id="view_crm_business_category_form_inventory_analytic" model="ir.ui.view">
         <field name="name">crm.business.category.form.inventory.analytic</field>
         <field name="model">crm.business.category</field>
-        <field name="inherit_id" ref="grt_crm_business_category.view_crm_business_category_form"/>
+        <field name="inherit_id" ref="grt_business_category_base.view_crm_business_category_form"/>
         <field name="arch" type="xml">
             <xpath expr="//field[@name='description']/.." position="before">
                 <group string="Inventory">

grt_inventory_business_category/views/stock_menu_views.xml

@@ -11,6 +11,6 @@
               name="Business Categories"
               parent="stock.menu_stock_root"
               sequence="46"
-              action="grt_crm_business_category.action_crm_business_category"
+              action="grt_business_category_base.action_crm_business_category"
               groups="stock.group_stock_manager"/>
 </odoo>

grt_purchase_business_category/__manifest__.py

@@ -10,16 +10,15 @@ for purchasing transactions.
     "author": "PT Gagak Rimang Teknologi",
     "website": "https://rimang.id",
     "category": "Purchases",
-    "version": "14.0.1.0.0",
+    "version": "14.0.1.1.0",
     "depends": [
         "purchase",
         "account",
-        "grt_crm_business_category",
+        "grt_business_category_base",
     ],
     "data": [
         "security/ir.model.access.csv",
         "security/ir.rule.csv",
-        "views/crm_business_category_views.xml",
         "views/purchase_team_views.xml",
         "views/purchase_order_views.xml",
         "views/purchase_report_business_category_views.xml",

grt_purchase_business_category/models/crm_business_category.py

@@ -1,5 +1,4 @@
-from odoo import _, api, fields, models
-from odoo.exceptions import ValidationError
+from odoo import fields, models
 
 
 class CrmBusinessCategory(models.Model):
@@ -8,20 +7,7 @@ class CrmBusinessCategory(models.Model):
     purchase_analytic_account_id = fields.Many2one(
         "account.analytic.account",
         string="Purchase Analytic Account",
-        domain="[('company_id', '=', company_id)]",
-        ondelete="restrict",
-        help="Default analytic account used for purchasing transactions in this business category.",
+        related="analytic_account_id",
+        readonly=False,
+        help="Alias to the shared analytic account used for this business category.",
     )
-
-    @api.constrains("company_id", "purchase_analytic_account_id")
-    def _check_purchase_analytic_account_company(self):
-        for category in self:
-            if not category.purchase_analytic_account_id or not category.company_id:
-                continue
-            if category.purchase_analytic_account_id.company_id != category.company_id:
-                raise ValidationError(
-                    _(
-                        "Business Category '%s' must use a Purchase Analytic Account from company '%s'."
-                    )
-                    % (category.name, category.company_id.name)
-                )

grt_purchase_business_category/security/ir.rule.csv

@@ -6,8 +6,8 @@ purchase_order_business_category_rule_sysadmin,Purchase Order full access for sy
 purchase_team_business_category_rule_user,Purchase Team read by effective business category,model_purchase_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,0,0
 purchase_team_business_category_rule_manager,Purchase Team full access for purchase manager in effective business category,model_purchase_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_manager,1,1,1,1
 purchase_team_business_category_rule_sysadmin,Purchase Team full access for system admin,model_purchase_team,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
-crm_business_category_rule_purchase_user,Business Category by user effective list for purchase user,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,0,0
-crm_business_category_rule_purchase_manager,Business Category access for purchase manager in effective business category,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_manager,1,1,1,1
+crm_business_category_rule_purchase_user,Business Category by user effective list for purchase user,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,0,0
+crm_business_category_rule_purchase_manager,Business Category access for purchase manager in effective business category,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_manager,1,1,1,1
 account_move_purchase_business_category_rule_user,Vendor Bill read by effective business category for purchase user,account.model_account_move,"[('company_id','in',user.company_ids.ids),('purchase_business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,0,0
 account_move_purchase_business_category_rule_manager,Vendor Bill access for purchase manager in effective business category,account.model_account_move,"[('company_id','in',user.company_ids.ids),('purchase_business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_manager,1,1,1,1
 account_move_line_purchase_business_category_rule_user,Journal Item read by effective business category for purchase user,account.model_account_move_line,"[('company_id','in',user.company_ids.ids),('move_id.purchase_business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,0,0

grt_purchase_business_category/views/crm_business_category_views.xml

@@ -3,7 +3,7 @@
     <record id="view_crm_business_category_form_purchase_analytic" model="ir.ui.view">
         <field name="name">crm.business.category.form.purchase.analytic</field>
         <field name="model">crm.business.category</field>
-        <field name="inherit_id" ref="grt_crm_business_category.view_crm_business_category_form"/>
+        <field name="inherit_id" ref="grt_business_category_base.view_crm_business_category_form"/>
         <field name="arch" type="xml">
             <xpath expr="//field[@name='description']/.." position="before">
                 <group string="Purchasing">

grt_purchase_business_category/views/purchase_menu_views.xml

@@ -11,6 +11,6 @@
               name="Business Categories"
               parent="purchase.menu_purchase_root"
               sequence="46"
-              action="grt_crm_business_category.action_crm_business_category"
+              action="grt_business_category_base.action_crm_business_category"
               groups="purchase.group_purchase_manager"/>
 </odoo>

grt_sales_business_category/__manifest__.py

@@ -9,12 +9,13 @@ plus a two-step approval flow: Sales Team Leader then Accounting Manager.
     "author": "PT Gagak Rimang Teknologi",
     "website": "https://rimang.id",
     "category": "Sales/Sales",
-    "version": "14.0.1.0.14",
+    "version": "14.0.1.1.0",
     "depends": [
         "sale_management",
         "sale_crm",
         "account",
         "contacts",
+        "grt_business_category_base",
         "grt_crm_business_category",
     ],
     "post_init_hook": "post_init_hook",
@@ -23,7 +24,6 @@ plus a two-step approval flow: Sales Team Leader then Accounting Manager.
         "security/security.xml",
         "security/ir.model.access.csv",
         "security/ir.rule.csv",
-        "views/crm_business_category_views.xml",
         "views/customer_behavior_dashboard_views.xml",
         "views/customer_behavior_recompute_wizard_views.xml",
         "views/customer_behavior_segment_views.xml",

grt_sales_business_category/models/__init__.py

@@ -1,5 +1,4 @@
 from . import crm_team
-from . import crm_business_category
 from . import customer_behavior_segment
 from . import customer_behavior_config
 from . import customer_behavior_analysis

grt_sales_business_category/security/ir.rule.csv

@@ -5,8 +5,8 @@ sale_order_business_category_rule_manager,Sale Order full access for sales manag
 sale_order_business_category_rule_sysadmin,Sale Order full access for system admin,sale.model_sale_order,"[(1,'=',1)]",base.group_system,1,1,1,1
 crm_team_business_category_rule_sales_user,CRM Team read by effective business category for sales user,sales_team.model_crm_team,"[('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0
 crm_team_business_category_rule_sales_manager,CRM Team full access for sales manager in effective business category,sales_team.model_crm_team,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
-crm_business_category_rule_sales_user,Business Category by user effective list for sales user,grt_crm_business_category.model_crm_business_category,"[('id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0
-crm_business_category_rule_sales_manager,Business Category access for sales manager in effective business category,grt_crm_business_category.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
+crm_business_category_rule_sales_user,Business Category by user effective list for sales user,grt_business_category_base.model_crm_business_category,"[('id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0
+crm_business_category_rule_sales_manager,Business Category access for sales manager in effective business category,grt_business_category_base.model_crm_business_category,"[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
 customer_behavior_analysis_rule_sales_user,Customer Behavior Analysis by effective business category,model_customer_behavior_analysis,"[('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0
 customer_behavior_analysis_rule_sales_manager,Customer Behavior Analysis full access for sales manager in effective business category,model_customer_behavior_analysis,"[('business_category_id.company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
 account_move_business_category_rule_sales_user,Invoice read by effective business category for sales user,account.model_account_move,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0

grt_sales_business_category/views/crm_business_category_views.xml

@@ -3,7 +3,7 @@
     <record id="view_crm_business_category_form_analytic" model="ir.ui.view">
         <field name="name">crm.business.category.form.analytic</field>
         <field name="model">crm.business.category</field>
-        <field name="inherit_id" ref="grt_crm_business_category.view_crm_business_category_form"/>
+        <field name="inherit_id" ref="grt_business_category_base.view_crm_business_category_form"/>
         <field name="arch" type="xml">
             <xpath expr="//field[@name='description']/.." position="before">
                 <group string="Accounting">

grt_sales_business_category/views/sale_team_menu_views.xml

@@ -17,7 +17,7 @@
               name="Business Categories"
               parent="sale.sale_order_menu"
               sequence="36"
-              action="grt_crm_business_category.action_crm_business_category"
+              action="grt_business_category_base.action_crm_business_category"
               groups="sales_team.group_sale_manager"/>
 
     <menuitem id="menu_customer_behavior_analysis"

temp_odoo_upgrade_business_category.conf

@@ -0,0 +1,11 @@
+[options]
+addons_path = C:\odoo14c\server\odoo\addons,C:\addon14
+logfile = C:\addon14\log\odoo_upgrade_business_category.log
+log_level = info
+log_handler = :INFO
+xmlrpc_port = 8071
+db_host = localhost
+db_port = 5432
+db_user = openpg
+db_password = openpgpwd
+pg_path = C:\Odoo16\PostgreSQL\bin