Pembuatan Business category untuk semuanya

.vscode/settings.json

@@ -1,5 +1,3 @@
 {
-  "python.defaultInterpreterPath": "C:/odoo14c/python/python.exe",
-  "python.debugpyPath": "C:/odoo14c/python/Lib/site-packages",
-  "debugpy.adapterPython": "C:/odoo14c/python/python.exe"
+  "python.defaultInterpreterPath": "C:/odoo14c/python/python.exe"
 }

VERIFY_REPORTS_BUSINESS_CATEGORY.md

@@ -0,0 +1,50 @@
+# Verifikasi Report Business Category
+
+## 1) Upgrade Modul
+Jalankan:
+
+- `upgrade_business_category_reports.bat`
+
+## 2) Verifikasi Menu Report
+
+### Sales
+- Menu: **Sales > Orders > Sales by Category**
+- Cek tersedia view: Tree, Pivot, Graph
+- Cek default grouping: `business_category_id`
+
+### Purchase
+- Menu: **Purchase > Purchases > Purchases by Category**
+- Cek tersedia view: Tree, Pivot, Graph
+- Cek default grouping: `business_category_id`
+
+### Expense
+- Menu: **Expenses > Expenses > Expenses by Category**
+- Cek tersedia view: Tree, Pivot, Graph
+- Cek default grouping: `business_category_id`
+
+### Inventory
+- Menu: **Inventory > Operations > Inventory by Category**
+- Cek tersedia view: Tree, Pivot, Graph
+- Cek default grouping: `business_category_id`
+
+### CRM Pipeline
+- Menu: **CRM > Reporting > Pipeline by Category**
+- Cek domain otomatis: hanya `type = opportunity`
+- Cek view: Tree, Pivot, Graph, Kanban, Form
+
+### CRM Activity
+- Menu: **CRM > Reporting > Activity History**
+- Cek default grouping: `business_category_id`
+- Cek view: Tree, Form, Pivot, Graph
+
+## 3) Verifikasi Keamanan Akses
+- Login sebagai user category A: pastikan data category B tidak muncul di report.
+- Login sebagai user category B: pastikan data category A tidak muncul di report.
+- Login sysadmin: boleh melihat semua sesuai company.
+
+## 4) Validasi Cepat Runtime
+Jalankan script:
+
+- `python test_business_category_access_runtime.py`
+
+Expected: semua skenario lintas category = **deny**.

check_business_category_module_status.py

@@ -0,0 +1,34 @@
+#!/usr/bin/env python3
+import xmlrpc.client
+
+URL = "http://localhost:8070"
+DB = "kanjabung_MRP"
+USER = "admin"
+PWD = "admin"
+
+TARGETS = [
+    "grt_crm_business_category",
+    "grt_sales_business_category",
+    "grt_purchase_business_category",
+    "grt_expense_business_category",
+    "grt_inventory_business_category",
+]
+
+common = xmlrpc.client.ServerProxy("%s/xmlrpc/2/common" % URL)
+uid = common.authenticate(DB, USER, PWD, {})
+if not uid:
+    raise SystemExit("AUTH_FAILED")
+
+models = xmlrpc.client.ServerProxy("%s/xmlrpc/2/object" % URL)
+mods = models.execute_kw(
+    DB,
+    uid,
+    PWD,
+    "ir.module.module",
+    "search_read",
+    [[("name", "in", TARGETS)]],
+    {"fields": ["name", "state", "installed_version"], "order": "name asc"},
+)
+
+for m in mods:
+    print("%s | %s | %s" % (m.get("name"), m.get("state"), m.get("installed_version")))

grt_crm_business_category/__manifest__.py

@@ -18,6 +18,7 @@ This enables different staging flow per business category through team pipelines
         "views/assets.xml",
         "views/crm_activity_history_views.xml",
         "views/crm_business_category_views.xml",
+        "views/crm_pipeline_report_views.xml",
         "views/crm_lead_views.xml",
         "views/crm_menu_views.xml",
         "views/crm_stage_views.xml",

grt_crm_business_category/security/crm_business_category_security.xml

@@ -3,29 +3,29 @@
     <record id="crm_lead_business_category_rule_user" model="ir.rule">
         <field name="name">CRM Lead by allowed business category</field>
         <field name="model_id" ref="crm.model_crm_lead"/>
-        <field name="domain_force">[('business_category_id', 'in', user.allowed_business_category_ids.ids)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('crm.group_use_lead'))]"/>
         <field name="perm_read" eval="1"/>
-        <field name="perm_write" eval="1"/>
+        <field name="perm_write" eval="0"/>
         <field name="perm_create" eval="1"/>
-        <field name="perm_unlink" eval="1"/>
+        <field name="perm_unlink" eval="0"/>
     </record>
 
     <record id="crm_team_business_category_rule_user" model="ir.rule">
         <field name="name">CRM Team by allowed business category</field>
         <field name="model_id" ref="sales_team.model_crm_team"/>
-        <field name="domain_force">[('business_category_id', 'in', user.allowed_business_category_ids.ids)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('crm.group_use_lead'))]"/>
         <field name="perm_read" eval="1"/>
-        <field name="perm_write" eval="1"/>
-        <field name="perm_create" eval="1"/>
-        <field name="perm_unlink" eval="1"/>
+        <field name="perm_write" eval="0"/>
+        <field name="perm_create" eval="0"/>
+        <field name="perm_unlink" eval="0"/>
     </record>
 
     <record id="crm_business_category_rule_user" model="ir.rule">
         <field name="name">Business Category by user allow list</field>
         <field name="model_id" ref="model_crm_business_category"/>
-        <field name="domain_force">[('id', 'in', user.allowed_business_category_ids.ids)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('id', 'in', user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('crm.group_use_lead'))]"/>
         <field name="perm_read" eval="1"/>
         <field name="perm_write" eval="0"/>
@@ -36,7 +36,7 @@
     <record id="crm_lead_business_category_rule_manager" model="ir.rule">
         <field name="name">CRM Lead full access for manager</field>
         <field name="model_id" ref="crm.model_crm_lead"/>
-        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
         <field name="perm_read" eval="1"/>
         <field name="perm_write" eval="1"/>
@@ -47,7 +47,7 @@
     <record id="crm_team_business_category_rule_manager" model="ir.rule">
         <field name="name">CRM Team full access for manager</field>
         <field name="model_id" ref="sales_team.model_crm_team"/>
-        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
         <field name="perm_read" eval="1"/>
         <field name="perm_write" eval="1"/>
@@ -58,7 +58,7 @@
     <record id="crm_business_category_rule_manager" model="ir.rule">
         <field name="name">Business Category full access for manager</field>
         <field name="model_id" ref="model_crm_business_category"/>
-        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="domain_force">[('company_id','in',user.company_ids.ids),('id','in',user.effective_business_category_ids.ids)]</field>
         <field name="groups" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
         <field name="perm_read" eval="1"/>
         <field name="perm_write" eval="1"/>

grt_crm_business_category/security/ir.rule.csv

@@ -3,10 +3,10 @@ crm_lead_business_category_rule_user_read_create,CRM Lead read/create by effecti
 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,crm.model_crm_lead,"[('company_id','in',user.company_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
-crm_team_business_category_rule_manager,CRM Team full access for manager,sales_team.model_crm_team,"[('company_id','in',user.company_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
-crm_business_category_rule_manager,Business Category full access for manager,model_crm_business_category,"[('company_id','in',user.company_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
+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,model_crm_activity_history,"[('company_id','in',user.company_ids.ids)]",sales_team.group_sale_manager,1,1,1,1
+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
 crm_activity_history_rule_sysadmin,CRM Activity History full access for system admin,model_crm_activity_history,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1

grt_crm_business_category/views/crm_pipeline_report_views.xml

@@ -0,0 +1,48 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_crm_pipeline_pivot_business_category" model="ir.ui.view">
+        <field name="name">crm.lead.pipeline.pivot.business.category</field>
+        <field name="model">crm.lead</field>
+        <field name="arch" type="xml">
+            <pivot string="Pipeline by Business Category">
+                <field name="business_category_id" type="row"/>
+                <field name="team_id" type="row"/>
+                <field name="stage_id" type="col"/>
+                <field name="create_date" interval="month" type="col"/>
+                <field name="expected_revenue" type="measure"/>
+                <field name="id" type="measure" string="Opportunities"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_crm_pipeline_graph_business_category" model="ir.ui.view">
+        <field name="name">crm.lead.pipeline.graph.business.category</field>
+        <field name="model">crm.lead</field>
+        <field name="arch" type="xml">
+            <graph string="Pipeline by Business Category" type="bar">
+                <field name="business_category_id"/>
+                <field name="expected_revenue" type="measure"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="action_crm_pipeline_business_category_report" model="ir.actions.act_window">
+        <field name="name">Pipeline by Business Category</field>
+        <field name="res_model">crm.lead</field>
+        <field name="view_mode">tree,pivot,graph,kanban,form</field>
+        <field name="domain">[('type', '=', 'opportunity')]</field>
+        <field name="context">{'group_by': 'business_category_id'}</field>
+        <field name="search_view_id" ref="view_crm_case_opportunities_filter_business_category"/>
+    </record>
+
+    <menuitem id="menu_crm_pipeline_business_category_report"
+              name="Pipeline by Category"
+              parent="crm.crm_menu_report"
+              action="action_crm_pipeline_business_category_report"
+              sequence="36"
+              groups="crm.group_use_lead,sales_team.group_sale_manager,base.group_system"/>
+
+    <record id="action_crm_activity_history_report" model="ir.actions.act_window">
+        <field name="context">{'group_by': 'business_category_id'}</field>
+    </record>
+</odoo>

grt_expense_business_category/__init__.py

@@ -0,0 +1 @@
+from . import models

grt_expense_business_category/__manifest__.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+{
+    "name": "GRT Expense Business Category",
+    "summary": "Business category segregation and expense teams for expenses",
+    "description": """
+Adds business category handling to Expenses with dedicated Expense Teams,
+record rules per business category, and automatic analytic account propagation
+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",
+    "depends": [
+        "hr_expense",
+        "account",
+        "grt_crm_business_category",
+    ],
+    "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",
+        "views/expense_menu_views.xml",
+    ],
+    "installable": True,
+    "application": False,
+}

grt_expense_business_category/models/__init__.py

@@ -0,0 +1,4 @@
+from . import account_move
+from . import crm_business_category
+from . import hr_expense
+from . import expense_team

grt_expense_business_category/models/account_move.py

@@ -0,0 +1,105 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    expense_business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Expense Business Category",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+    expense_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Expense Analytic Account",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+
+    @api.onchange("expense_business_category_id")
+    def _onchange_expense_business_category_id_analytic(self):
+        for move in self:
+            move.expense_analytic_account_id = move.expense_business_category_id.expense_analytic_account_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        vals_list = [self._prepare_expense_business_category_vals(vals) for vals in vals_list]
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = self._prepare_expense_business_category_vals(vals)
+        return super().write(vals)
+
+    def _prepare_expense_business_category_vals(self, vals):
+        vals = dict(vals)
+        if vals.get("expense_business_category_id") and not vals.get("expense_analytic_account_id"):
+            category = self.env["crm.business.category"].browse(vals["expense_business_category_id"])
+            if category.expense_analytic_account_id:
+                vals["expense_analytic_account_id"] = category.expense_analytic_account_id.id
+        return vals
+
+    @api.constrains("company_id", "expense_business_category_id", "expense_analytic_account_id")
+    def _check_expense_business_category_analytic_company(self):
+        for move in self:
+            if move.expense_business_category_id and move.expense_business_category_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Journal Entry '%s' uses an Expense Business Category from another company.") % (move.display_name,)
+                )
+            if move.expense_analytic_account_id and move.expense_analytic_account_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Journal Entry '%s' uses an Expense Analytic Account from another company.") % (move.display_name,)
+                )
+            if (
+                move.expense_business_category_id
+                and move.expense_business_category_id.expense_analytic_account_id
+                and move.expense_analytic_account_id
+                and move.expense_business_category_id.expense_analytic_account_id != move.expense_analytic_account_id
+            ):
+                raise ValidationError(
+                    _(
+                        "Journal Entry '%s' must use the Expense Analytic Account configured on its Business Category."
+                    )
+                    % (move.display_name,)
+                )
+
+    def action_post(self):
+        result = super().action_post()
+        for move in self:
+            analytic = move.expense_analytic_account_id
+            if not analytic:
+                continue
+            lines = move.line_ids.filtered(
+                lambda line: line.account_id.internal_type not in ("receivable", "payable")
+                and not line.analytic_account_id
+            )
+            if lines:
+                lines.write({"analytic_account_id": analytic.id})
+        return result
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("analytic_account_id"):
+                continue
+            move_id = vals.get("move_id")
+            account_id = vals.get("account_id")
+            if not move_id or not account_id:
+                continue
+            move = self.env["account.move"].browse(move_id)
+            account = self.env["account.account"].browse(account_id)
+            if (
+                move
+                and move.expense_analytic_account_id
+                and account
+                and account.internal_type not in ("receivable", "payable")
+            ):
+                vals["analytic_account_id"] = move.expense_analytic_account_id.id
+        return super().create(vals_list)

grt_expense_business_category/models/crm_business_category.py

@@ -0,0 +1,27 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrmBusinessCategory(models.Model):
+    _inherit = "crm.business.category"
+
+    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.",
+    )
+
+    @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/models/expense_team.py

@@ -0,0 +1,56 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class ExpenseTeam(models.Model):
+    _name = "expense.team"
+    _description = "Expense Team"
+    _order = "name"
+
+    name = fields.Char(required=True)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        "res.company",
+        string="Company",
+        required=True,
+        default=lambda self: self.env.company,
+    )
+    user_id = fields.Many2one(
+        "res.users",
+        string="Team Leader",
+        help="Responsible user for this Expense Team.",
+    )
+    member_ids = fields.Many2many(
+        "res.users",
+        "expense_team_res_users_rel",
+        "team_id",
+        "user_id",
+        string="Members",
+    )
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        required=True,
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        ondelete="restrict",
+        domain="[('company_id', '=', company_id)]",
+    )
+
+    @api.onchange("company_id")
+    def _onchange_company_id_business_category(self):
+        for team in self:
+            if team.business_category_id and team.business_category_id.company_id != team.company_id:
+                team.business_category_id = False
+
+    @api.constrains("company_id", "business_category_id")
+    def _check_business_category_company(self):
+        for team in self:
+            if not team.company_id or not team.business_category_id:
+                continue
+            if team.business_category_id.company_id != team.company_id:
+                raise ValidationError(
+                    _(
+                        "Expense Team '%s' must use a Business Category from company '%s'."
+                    )
+                    % (team.name, team.company_id.name)
+                )

grt_expense_business_category/models/hr_expense.py

@@ -0,0 +1,192 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class HrExpense(models.Model):
+    _inherit = "hr.expense"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        tracking=True,
+    )
+    expense_team_id = fields.Many2one(
+        "expense.team",
+        string="Expense Team",
+        domain="[('company_id', '=', company_id), ('business_category_id', '=', business_category_id)]",
+        tracking=True,
+    )
+    expense_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Expense Analytic Account",
+        related="business_category_id.expense_analytic_account_id",
+        store=True,
+        readonly=True,
+    )
+
+    @api.onchange("business_category_id")
+    def _onchange_business_category_id_reset_team(self):
+        for expense in self:
+            if expense.expense_team_id and expense.expense_team_id.business_category_id != expense.business_category_id:
+                expense.expense_team_id = False
+
+    @api.onchange("expense_team_id")
+    def _onchange_expense_team_id(self):
+        for expense in self:
+            if expense.expense_team_id and expense.expense_team_id.business_category_id:
+                expense.business_category_id = expense.expense_team_id.business_category_id
+
+    @api.onchange("business_category_id")
+    def _onchange_business_category_id_analytic(self):
+        for expense in self:
+            if "analytic_account_id" in expense._fields:
+                expense.analytic_account_id = expense.business_category_id.expense_analytic_account_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        vals_list = [self._prepare_business_category_vals(vals) for vals in vals_list]
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = self._prepare_business_category_vals(vals)
+        return super().write(vals)
+
+    def _prepare_business_category_vals(self, vals):
+        vals = dict(vals)
+        if vals.get("expense_team_id") and not vals.get("business_category_id"):
+            team = self.env["expense.team"].browse(vals["expense_team_id"])
+            if team.business_category_id:
+                vals["business_category_id"] = team.business_category_id.id
+        if vals.get("business_category_id") and "analytic_account_id" in self._fields and not vals.get("analytic_account_id"):
+            category = self.env["crm.business.category"].browse(vals["business_category_id"])
+            if category.expense_analytic_account_id:
+                vals["analytic_account_id"] = category.expense_analytic_account_id.id
+        return vals
+
+    @api.constrains("business_category_id", "expense_team_id", "company_id", "expense_analytic_account_id")
+    def _check_business_category_team(self):
+        for expense in self:
+            if expense.business_category_id and expense.business_category_id.company_id != expense.company_id:
+                raise ValidationError(
+                    _("Expense '%s' uses a Business Category from another company.") % expense.name
+                )
+            if expense.expense_analytic_account_id and expense.expense_analytic_account_id.company_id != expense.company_id:
+                raise ValidationError(
+                    _("Expense '%s' uses an Analytic Account from another company.") % expense.name
+                )
+            if expense.expense_team_id:
+                if expense.expense_team_id.company_id != expense.company_id:
+                    raise ValidationError(
+                        _("Expense Team '%s' belongs to another company.") % expense.expense_team_id.name
+                    )
+                if expense.expense_team_id.business_category_id != expense.business_category_id:
+                    raise ValidationError(
+                        _(
+                            "Expense Team '%s' is linked to business category '%s'. "
+                            "Please select a matching business category."
+                        )
+                        % (expense.expense_team_id.name, expense.expense_team_id.business_category_id.name)
+                    )
+            if (
+                "analytic_account_id" in expense._fields
+                and expense.expense_analytic_account_id
+                and expense.analytic_account_id
+                and expense.expense_analytic_account_id != expense.analytic_account_id
+            ):
+                raise ValidationError(
+                    _("Expense '%s' must use the Expense Analytic Account configured on its Business Category.")
+                    % expense.name
+                )
+
+    @api.constrains("business_category_id", "expense_team_id", "employee_id")
+    def _check_current_user_expense_scope(self):
+        current_user = self.env.user
+        if current_user.has_group("base.group_system"):
+            return
+
+        effective_categories = current_user.effective_business_category_ids
+        for expense in self:
+            if expense.business_category_id and expense.business_category_id not in effective_categories:
+                raise ValidationError(
+                    _("You can only use Expenses in your registered Business Category.")
+                )
+            if expense.expense_team_id:
+                team_users = expense.expense_team_id.user_id | expense.expense_team_id.member_ids
+                if current_user not in team_users:
+                    raise ValidationError(
+                        _("You must be registered in the selected Expense Team before using it on an Expense.")
+                    )
+
+
+class HrExpenseSheet(models.Model):
+    _inherit = "hr.expense.sheet"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        compute="_compute_business_category_id",
+        store=True,
+        readonly=False,
+    )
+    expense_team_id = fields.Many2one(
+        "expense.team",
+        string="Expense Team",
+        compute="_compute_expense_team_id",
+        store=True,
+        readonly=False,
+    )
+    expense_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Expense Analytic Account",
+        compute="_compute_expense_analytic_account_id",
+        store=True,
+        readonly=False,
+    )
+
+    @api.depends("expense_line_ids.business_category_id")
+    def _compute_business_category_id(self):
+        for sheet in self:
+            categories = sheet.expense_line_ids.mapped("business_category_id")
+            sheet.business_category_id = categories[:1].id if len(categories) == 1 else False
+
+    @api.depends("expense_line_ids.expense_team_id")
+    def _compute_expense_team_id(self):
+        for sheet in self:
+            teams = sheet.expense_line_ids.mapped("expense_team_id")
+            sheet.expense_team_id = teams[:1].id if len(teams) == 1 else False
+
+    @api.depends("expense_line_ids.expense_analytic_account_id")
+    def _compute_expense_analytic_account_id(self):
+        for sheet in self:
+            analytics = sheet.expense_line_ids.mapped("expense_analytic_account_id")
+            sheet.expense_analytic_account_id = analytics[:1].id if len(analytics) == 1 else False
+
+    @api.constrains("expense_line_ids", "business_category_id", "expense_team_id")
+    def _check_expense_lines_same_business_category(self):
+        for sheet in self:
+            categories = sheet.expense_line_ids.mapped("business_category_id")
+            if len(categories) > 1:
+                raise ValidationError(
+                    _("Expense Report '%s' cannot contain multiple Business Categories.") % sheet.name
+                )
+            teams = sheet.expense_line_ids.mapped("expense_team_id")
+            if len(teams) > 1:
+                raise ValidationError(
+                    _("Expense Report '%s' cannot contain multiple Expense Teams.") % sheet.name
+                )
+
+    def action_sheet_move_create(self):
+        result = super().action_sheet_move_create()
+        for sheet in self:
+            move = getattr(sheet, "account_move_id", False)
+            if move and sheet.business_category_id:
+                move.write(
+                    {
+                        "expense_business_category_id": sheet.business_category_id.id,
+                        "expense_analytic_account_id": sheet.expense_analytic_account_id.id,
+                    }
+                )
+        return result

grt_expense_business_category/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_expense_team_user,expense.team user,model_expense_team,hr_expense.group_hr_expense_user,1,0,0,0
+access_expense_team_manager,expense.team manager,model_expense_team,hr_expense.group_hr_expense_manager,1,1,1,1
+access_expense_team_sysadmin,expense.team sysadmin,model_expense_team,base.group_system,1,1,1,1

grt_expense_business_category/security/ir.rule.csv

@@ -0,0 +1,18 @@
+id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm_unlink
+hr_expense_business_category_rule_user_read_create,Expense read/create by effective business category,hr_expense.model_hr_expense,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",hr_expense.group_hr_expense_user,1,0,1,0
+hr_expense_business_category_rule_user_write_own,Expense write own by effective business category,hr_expense.model_hr_expense,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids),'|',('employee_id.user_id','=',user.id),('create_uid','=',user.id)]",hr_expense.group_hr_expense_user,0,1,0,1
+hr_expense_business_category_rule_manager,Expense full access for expense manager in effective business category,hr_expense.model_hr_expense,"[('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
+hr_expense_business_category_rule_sysadmin,Expense full access for system admin,hr_expense.model_hr_expense,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+hr_expense_sheet_business_category_rule_user,Expense Report read by effective business category,hr_expense.model_hr_expense_sheet,"[('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
+hr_expense_sheet_business_category_rule_manager,Expense Report full access for expense manager in effective business category,hr_expense.model_hr_expense_sheet,"[('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
+hr_expense_sheet_business_category_rule_sysadmin,Expense Report full access for system admin,hr_expense.model_hr_expense_sheet,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+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
+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
+account_move_line_expense_business_category_rule_manager,Journal Item access for expense manager in effective business category,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_manager,1,1,1,1

grt_expense_business_category/views/crm_business_category_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <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="arch" type="xml">
+            <xpath expr="//field[@name='description']/.." position="before">
+                <group string="Expenses">
+                    <field name="company_id" invisible="1"/>
+                    <field name="expense_analytic_account_id" domain="[('company_id', '=', company_id)]"/>
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_expense_business_category/views/expense_menu_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem id="menu_expense_team"
+              name="Team Expenses"
+              parent="hr_expense.menu_hr_expense_root"
+              sequence="45"
+              action="action_expense_team"
+              groups="hr_expense.group_hr_expense_manager"/>
+
+    <menuitem id="menu_business_category_from_expense"
+              name="Business Categories"
+              parent="hr_expense.menu_hr_expense_root"
+              sequence="46"
+              action="grt_crm_business_category.action_crm_business_category"
+              groups="hr_expense.group_hr_expense_manager"/>
+</odoo>

grt_expense_business_category/views/expense_report_business_category_views.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_hr_expense_pivot_business_category_report" model="ir.ui.view">
+        <field name="name">hr.expense.pivot.business.category.report</field>
+        <field name="model">hr.expense</field>
+        <field name="arch" type="xml">
+            <pivot string="Expenses by Business Category">
+                <field name="business_category_id" type="row"/>
+                <field name="expense_team_id" type="row"/>
+                <field name="state" type="col"/>
+                <field name="date" interval="month" type="col"/>
+                <field name="total_amount" type="measure"/>
+                <field name="id" type="measure" string="Expenses"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_hr_expense_graph_business_category_report" model="ir.ui.view">
+        <field name="name">hr.expense.graph.business.category.report</field>
+        <field name="model">hr.expense</field>
+        <field name="arch" type="xml">
+            <graph string="Expenses by Business Category" type="bar">
+                <field name="business_category_id"/>
+                <field name="total_amount" type="measure"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="action_hr_expense_business_category_report" model="ir.actions.act_window">
+        <field name="name">Expenses by Business Category</field>
+        <field name="res_model">hr.expense</field>
+        <field name="view_mode">tree,pivot,graph</field>
+        <field name="context">{'group_by': 'business_category_id'}</field>
+        <field name="search_view_id" ref="view_hr_expense_filter_business_category"/>
+    </record>
+
+    <menuitem id="menu_hr_expense_business_category_report"
+              name="Expenses by Category"
+              parent="hr_expense.menu_hr_expense_root"
+              sequence="50"
+              action="action_hr_expense_business_category_report"
+              groups="hr_expense.group_hr_expense_user,hr_expense.group_hr_expense_manager,base.group_system"/>
+</odoo>

grt_expense_business_category/views/expense_team_views.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_expense_team_tree" model="ir.ui.view">
+        <field name="name">expense.team.tree</field>
+        <field name="model">expense.team</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="company_id"/>
+                <field name="user_id"/>
+                <field name="member_ids" widget="many2many_tags"/>
+                <field name="business_category_id"/>
+                <field name="active"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_expense_team_form" model="ir.ui.view">
+        <field name="name">expense.team.form</field>
+        <field name="model">expense.team</field>
+        <field name="arch" type="xml">
+            <form string="Expense Team">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="company_id"/>
+                        <field name="user_id"/>
+                        <field name="member_ids" widget="many2many_tags"/>
+                        <field name="business_category_id" domain="[('company_id', '=', company_id)]"/>
+                        <field name="active"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_expense_team" model="ir.actions.act_window">
+        <field name="name">Team Expenses</field>
+        <field name="res_model">expense.team</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+</odoo>

grt_expense_business_category/views/hr_expense_views.xml

@@ -0,0 +1,81 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_hr_expense_form_business_category" model="ir.ui.view">
+        <field name="name">hr.expense.form.business.category</field>
+        <field name="model">hr.expense</field>
+        <field name="inherit_id" ref="hr_expense.hr_expense_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='employee_id']" position="after">
+                <field name="company_id" invisible="1"/>
+                <field name="business_category_id"/>
+                <field name="expense_team_id"/>
+                <field name="expense_analytic_account_id" readonly="1"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_hr_expense_tree_business_category" model="ir.ui.view">
+        <field name="name">hr.expense.tree.business.category</field>
+        <field name="model">hr.expense</field>
+        <field name="inherit_id" ref="hr_expense.view_expenses_tree"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='employee_id']" position="after">
+                <field name="business_category_id" optional="show"/>
+                <field name="expense_team_id" optional="show"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_hr_expense_filter_business_category" model="ir.ui.view">
+        <field name="name">hr.expense.search.business.category</field>
+        <field name="model">hr.expense</field>
+        <field name="inherit_id" ref="hr_expense.hr_expense_view_search"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='employee_id']" position="after">
+                <field name="business_category_id"/>
+                <field name="expense_team_id"/>
+            </xpath>
+            <xpath expr="//filter[@name='my_expenses']" position="after">
+                <filter string="Business Category" name="group_by_business_category" context="{'group_by': 'business_category_id'}"/>
+                <filter string="Expense Team" name="group_by_expense_team" context="{'group_by': 'expense_team_id'}"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_hr_expense_sheet_form_business_category" model="ir.ui.view">
+        <field name="name">hr.expense.sheet.form.business.category</field>
+        <field name="model">hr.expense.sheet</field>
+        <field name="inherit_id" ref="hr_expense.view_hr_expense_sheet_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='employee_id']" position="after">
+                <field name="business_category_id" readonly="1"/>
+                <field name="expense_team_id" readonly="1"/>
+                <field name="expense_analytic_account_id" readonly="1"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_hr_expense_sheet_tree_business_category" model="ir.ui.view">
+        <field name="name">hr.expense.sheet.tree.business.category</field>
+        <field name="model">hr.expense.sheet</field>
+        <field name="inherit_id" ref="hr_expense.view_hr_expense_sheet_tree"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='employee_id']" position="after">
+                <field name="business_category_id" optional="show"/>
+                <field name="expense_team_id" optional="show"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_move_form_expense_business_category" model="ir.ui.view">
+        <field name="name">account.move.form.expense.business.category</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='invoice_payment_term_id']" position="after">
+                <field name="expense_business_category_id"/>
+                <field name="expense_analytic_account_id"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_inventory_business_category/__init__.py

@@ -0,0 +1 @@
+from . import models

grt_inventory_business_category/__manifest__.py

@@ -0,0 +1,34 @@
+# -*- coding: utf-8 -*-
+{
+    "name": "GRT Inventory Business Category",
+    "summary": "Business category segregation and inventory teams for stock operations",
+    "description": """
+Adds business category handling to Inventory with dedicated Inventory Teams,
+warehouse segregation, record rules per business category, and analytic account
+propagation for stock valuation journal entries.
+""",
+    "author": "PT Gagak Rimang Teknologi",
+    "website": "https://rimang.id",
+    "category": "Inventory",
+    "version": "14.0.1.0.0",
+    "depends": [
+        "stock_account",
+        "sale_stock",
+        "purchase_stock",
+        "grt_crm_business_category",
+        "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",
+        "views/inventory_report_business_category_views.xml",
+        "views/stock_menu_views.xml",
+    ],
+    "installable": True,
+    "application": False,
+}

grt_inventory_business_category/models/__init__.py

@@ -0,0 +1,5 @@
+from . import account_move
+from . import crm_business_category
+from . import stock_picking
+from . import stock_team
+from . import stock_warehouse

grt_inventory_business_category/models/account_move.py

@@ -0,0 +1,92 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    inventory_business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Inventory Business Category",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+    inventory_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Inventory Analytic Account",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+
+    @api.onchange("inventory_business_category_id")
+    def _onchange_inventory_business_category_id_analytic(self):
+        for move in self:
+            move.inventory_analytic_account_id = move.inventory_business_category_id.inventory_analytic_account_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        vals_list = [self._prepare_inventory_business_category_vals(vals) for vals in vals_list]
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = self._prepare_inventory_business_category_vals(vals)
+        return super().write(vals)
+
+    def _prepare_inventory_business_category_vals(self, vals):
+        vals = dict(vals)
+        if vals.get("inventory_business_category_id") and not vals.get("inventory_analytic_account_id"):
+            category = self.env["crm.business.category"].browse(vals["inventory_business_category_id"])
+            if category.inventory_analytic_account_id:
+                vals["inventory_analytic_account_id"] = category.inventory_analytic_account_id.id
+        return vals
+
+    @api.constrains("company_id", "inventory_business_category_id", "inventory_analytic_account_id")
+    def _check_inventory_business_category_analytic_company(self):
+        for move in self:
+            if move.inventory_business_category_id and move.inventory_business_category_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Journal Entry '%s' uses an Inventory Business Category from another company.") % move.display_name
+                )
+            if move.inventory_analytic_account_id and move.inventory_analytic_account_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Journal Entry '%s' uses an Inventory Analytic Account from another company.") % move.display_name
+                )
+            if (
+                move.inventory_business_category_id
+                and move.inventory_business_category_id.inventory_analytic_account_id
+                and move.inventory_analytic_account_id
+                and move.inventory_business_category_id.inventory_analytic_account_id
+                != move.inventory_analytic_account_id
+            ):
+                raise ValidationError(
+                    _(
+                        "Journal Entry '%s' must use the Inventory Analytic Account configured on its Business Category."
+                    )
+                    % move.display_name
+                )
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("analytic_account_id"):
+                continue
+            move_id = vals.get("move_id")
+            account_id = vals.get("account_id")
+            if not move_id or not account_id:
+                continue
+            move = self.env["account.move"].browse(move_id)
+            account = self.env["account.account"].browse(account_id)
+            if (
+                move
+                and move.inventory_analytic_account_id
+                and account
+                and account.internal_type not in ("receivable", "payable")
+            ):
+                vals["analytic_account_id"] = move.inventory_analytic_account_id.id
+        return super().create(vals_list)

grt_inventory_business_category/models/crm_business_category.py

@@ -0,0 +1,27 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrmBusinessCategory(models.Model):
+    _inherit = "crm.business.category"
+
+    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.",
+    )
+
+    @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/stock_picking.py

@@ -0,0 +1,189 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class StockPicking(models.Model):
+    _inherit = "stock.picking"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        default=lambda self: self._default_business_category_from_context(),
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        tracking=True,
+    )
+    stock_team_id = fields.Many2one(
+        "stock.team",
+        string="Inventory Team",
+        domain="[('company_id', '=', company_id), ('business_category_id', '=', business_category_id)]",
+        tracking=True,
+    )
+    inventory_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Inventory Analytic Account",
+        related="business_category_id.inventory_analytic_account_id",
+        store=True,
+        readonly=True,
+    )
+
+    @api.model
+    def _default_business_category_from_context(self):
+        picking_type_id = self.env.context.get("default_picking_type_id")
+        if picking_type_id:
+            picking_type = self.env["stock.picking.type"].browse(picking_type_id)
+            if picking_type.warehouse_id and picking_type.warehouse_id.business_category_id:
+                return picking_type.warehouse_id.business_category_id.id
+        return self.env["business.category.mixin"]._default_business_category_id()
+
+    @api.onchange("business_category_id")
+    def _onchange_business_category_id_reset_team(self):
+        for picking in self:
+            if picking.stock_team_id and picking.stock_team_id.business_category_id != picking.business_category_id:
+                picking.stock_team_id = False
+
+    @api.onchange("stock_team_id")
+    def _onchange_stock_team_id(self):
+        for picking in self:
+            if picking.stock_team_id and picking.stock_team_id.business_category_id:
+                picking.business_category_id = picking.stock_team_id.business_category_id
+
+    @api.onchange("picking_type_id")
+    def _onchange_picking_type_id_business_category(self):
+        for picking in self:
+            warehouse = picking.picking_type_id.warehouse_id
+            if warehouse and warehouse.business_category_id:
+                picking.business_category_id = warehouse.business_category_id
+            if warehouse and warehouse.stock_team_id and not picking.stock_team_id:
+                picking.stock_team_id = warehouse.stock_team_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        vals_list = [self._prepare_business_category_vals(vals) for vals in vals_list]
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = self._prepare_business_category_vals(vals)
+        return super().write(vals)
+
+    def _prepare_business_category_vals(self, vals):
+        vals = dict(vals)
+        if vals.get("stock_team_id") and not vals.get("business_category_id"):
+            team = self.env["stock.team"].browse(vals["stock_team_id"])
+            if team.business_category_id:
+                vals["business_category_id"] = team.business_category_id.id
+        if vals.get("picking_type_id") and not vals.get("business_category_id"):
+            picking_type = self.env["stock.picking.type"].browse(vals["picking_type_id"])
+            if picking_type.warehouse_id and picking_type.warehouse_id.business_category_id:
+                vals["business_category_id"] = picking_type.warehouse_id.business_category_id.id
+        return vals
+
+    @api.constrains("business_category_id", "stock_team_id", "company_id")
+    def _check_business_category_team(self):
+        for picking in self:
+            if picking.business_category_id and picking.business_category_id.company_id != picking.company_id:
+                raise ValidationError(
+                    _("Transfer '%s' uses a Business Category from another company.") % picking.name
+                )
+            if picking.stock_team_id:
+                if picking.stock_team_id.company_id != picking.company_id:
+                    raise ValidationError(
+                        _("Inventory Team '%s' belongs to another company.") % picking.stock_team_id.name
+                    )
+                if picking.stock_team_id.business_category_id != picking.business_category_id:
+                    raise ValidationError(
+                        _(
+                            "Inventory Team '%s' is linked to business category '%s'. "
+                            "Please select a matching business category."
+                        )
+                        % (picking.stock_team_id.name, picking.stock_team_id.business_category_id.name)
+                    )
+            warehouse = picking.picking_type_id.warehouse_id
+            if warehouse and warehouse.business_category_id and picking.business_category_id:
+                if warehouse.business_category_id != picking.business_category_id:
+                    raise ValidationError(
+                        _("Transfer '%s' must use the same Business Category as its warehouse.") % picking.name
+                    )
+
+    @api.constrains("business_category_id", "stock_team_id")
+    def _check_current_user_inventory_scope(self):
+        current_user = self.env.user
+        if current_user.has_group("base.group_system"):
+            return
+
+        effective_categories = current_user.effective_business_category_ids
+        for picking in self:
+            if picking.business_category_id and picking.business_category_id not in effective_categories:
+                raise ValidationError(
+                    _("You can only use Inventory Transfers in your registered Business Category.")
+                )
+            if picking.stock_team_id:
+                team_users = picking.stock_team_id.user_id | picking.stock_team_id.member_ids
+                if current_user not in team_users:
+                    raise ValidationError(
+                        _("You must be registered in the selected Inventory Team before using it on a Transfer.")
+                    )
+
+    def button_validate(self):
+        for picking in self:
+            if not picking.business_category_id:
+                raise ValidationError(
+                    _("Transfer '%s' requires a Business Category before validation.") % picking.name
+                )
+        return super().button_validate()
+
+
+class StockMove(models.Model):
+    _inherit = "stock.move"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        related="picking_id.business_category_id",
+        store=True,
+        readonly=True,
+    )
+    stock_team_id = fields.Many2one(
+        "stock.team",
+        string="Inventory Team",
+        related="picking_id.stock_team_id",
+        store=True,
+        readonly=True,
+    )
+    inventory_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Inventory Analytic Account",
+        related="picking_id.inventory_analytic_account_id",
+        store=True,
+        readonly=True,
+    )
+
+    def _get_new_picking_values(self):
+        vals = super()._get_new_picking_values()
+        sale_order = self.sale_line_id.order_id if "sale_line_id" in self._fields else self.env["sale.order"]
+        purchase_order = (
+            self.purchase_line_id.order_id if "purchase_line_id" in self._fields else self.env["purchase.order"]
+        )
+        business_category = False
+        if sale_order and sale_order.business_category_id:
+            business_category = sale_order.business_category_id
+        elif purchase_order and purchase_order.business_category_id:
+            business_category = purchase_order.business_category_id
+        elif self.picking_type_id.warehouse_id and self.picking_type_id.warehouse_id.business_category_id:
+            business_category = self.picking_type_id.warehouse_id.business_category_id
+        if business_category:
+            vals["business_category_id"] = business_category.id
+        warehouse = self.picking_type_id.warehouse_id
+        if warehouse and warehouse.stock_team_id:
+            vals.setdefault("stock_team_id", warehouse.stock_team_id.id)
+        return vals
+
+    def _prepare_account_move_line(self, qty, cost, credit_account_id, debit_account_id, description):
+        res = super()._prepare_account_move_line(qty, cost, credit_account_id, debit_account_id, description)
+        analytic = self.inventory_analytic_account_id
+        if not analytic:
+            return res
+        for line_vals in res:
+            if isinstance(line_vals, dict) and not line_vals.get("analytic_account_id"):
+                line_vals["analytic_account_id"] = analytic.id
+        return res

grt_inventory_business_category/models/stock_team.py

@@ -0,0 +1,56 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class StockTeam(models.Model):
+    _name = "stock.team"
+    _description = "Inventory Team"
+    _order = "name"
+
+    name = fields.Char(required=True)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        "res.company",
+        string="Company",
+        required=True,
+        default=lambda self: self.env.company,
+    )
+    user_id = fields.Many2one(
+        "res.users",
+        string="Team Leader",
+        help="Responsible user for this Inventory Team.",
+    )
+    member_ids = fields.Many2many(
+        "res.users",
+        "stock_team_res_users_rel",
+        "team_id",
+        "user_id",
+        string="Members",
+    )
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        required=True,
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        ondelete="restrict",
+        domain="[('company_id', '=', company_id)]",
+    )
+
+    @api.onchange("company_id")
+    def _onchange_company_id_business_category(self):
+        for team in self:
+            if team.business_category_id and team.business_category_id.company_id != team.company_id:
+                team.business_category_id = False
+
+    @api.constrains("company_id", "business_category_id")
+    def _check_business_category_company(self):
+        for team in self:
+            if not team.company_id or not team.business_category_id:
+                continue
+            if team.business_category_id.company_id != team.company_id:
+                raise ValidationError(
+                    _(
+                        "Inventory Team '%s' must use a Business Category from company '%s'."
+                    )
+                    % (team.name, team.company_id.name)
+                )

grt_inventory_business_category/models/stock_warehouse.py

@@ -0,0 +1,52 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class StockWarehouse(models.Model):
+    _inherit = "stock.warehouse"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        ondelete="restrict",
+        domain="[('company_id', '=', company_id)]",
+    )
+    stock_team_id = fields.Many2one(
+        "stock.team",
+        string="Inventory Team",
+        domain="[('company_id', '=', company_id), ('business_category_id', '=', business_category_id)]",
+    )
+
+    @api.onchange("business_category_id")
+    def _onchange_business_category_id_reset_stock_team(self):
+        for warehouse in self:
+            if warehouse.stock_team_id and warehouse.stock_team_id.business_category_id != warehouse.business_category_id:
+                warehouse.stock_team_id = False
+
+    @api.onchange("stock_team_id")
+    def _onchange_stock_team_id(self):
+        for warehouse in self:
+            if warehouse.stock_team_id and warehouse.stock_team_id.business_category_id:
+                warehouse.business_category_id = warehouse.stock_team_id.business_category_id
+
+    @api.constrains("company_id", "business_category_id", "stock_team_id")
+    def _check_business_category_team(self):
+        for warehouse in self:
+            if warehouse.business_category_id and warehouse.business_category_id.company_id != warehouse.company_id:
+                raise ValidationError(
+                    _("Warehouse '%s' uses a Business Category from another company.") % warehouse.name
+                )
+            if warehouse.stock_team_id:
+                if warehouse.stock_team_id.company_id != warehouse.company_id:
+                    raise ValidationError(
+                        _("Inventory Team '%s' belongs to another company.") % warehouse.stock_team_id.name
+                    )
+                if warehouse.stock_team_id.business_category_id != warehouse.business_category_id:
+                    raise ValidationError(
+                        _(
+                            "Inventory Team '%s' is linked to business category '%s'. "
+                            "Please select a matching business category."
+                        )
+                        % (warehouse.stock_team_id.name, warehouse.stock_team_id.business_category_id.name)
+                    )

grt_inventory_business_category/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_stock_team_user,stock.team user,model_stock_team,stock.group_stock_user,1,0,0,0
+access_stock_team_manager,stock.team manager,model_stock_team,stock.group_stock_manager,1,1,1,1
+access_stock_team_sysadmin,stock.team sysadmin,model_stock_team,base.group_system,1,1,1,1

grt_inventory_business_category/security/ir.rule.csv

@@ -0,0 +1,21 @@
+id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm_unlink
+stock_picking_business_category_rule_user_read_create,Transfer read/create by effective business category,stock.model_stock_picking,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",stock.group_stock_user,1,0,1,0
+stock_picking_business_category_rule_user_write_own,Transfer write own by effective business category,stock.model_stock_picking,"[('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)]",stock.group_stock_user,0,1,0,1
+stock_picking_business_category_rule_manager,Transfer full access for inventory manager in effective business category,stock.model_stock_picking,"[('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_picking_business_category_rule_sysadmin,Transfer full access for system admin,stock.model_stock_picking,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+stock_move_business_category_rule_user,Stock Move by effective business category,stock.model_stock_move,"[('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_move_business_category_rule_manager,Stock Move full access for inventory manager in effective business category,stock.model_stock_move,"[('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_move_business_category_rule_sysadmin,Stock Move full access for system admin,stock.model_stock_move,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+stock_warehouse_business_category_rule_user,Warehouse by effective business category,stock.model_stock_warehouse,"[('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_warehouse_business_category_rule_manager,Warehouse full access for inventory manager in effective business category,stock.model_stock_warehouse,"[('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_warehouse_business_category_rule_sysadmin,Warehouse full access for system admin,stock.model_stock_warehouse,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+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
+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
+account_move_line_inventory_business_category_rule_manager,Journal Item access for inventory manager in effective business category,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_manager,1,1,1,1

grt_inventory_business_category/views/crm_business_category_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <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="arch" type="xml">
+            <xpath expr="//field[@name='description']/.." position="before">
+                <group string="Inventory">
+                    <field name="company_id" invisible="1"/>
+                    <field name="inventory_analytic_account_id" domain="[('company_id', '=', company_id)]"/>
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_inventory_business_category/views/inventory_report_business_category_views.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_stock_picking_pivot_business_category_report" model="ir.ui.view">
+        <field name="name">stock.picking.pivot.business.category.report</field>
+        <field name="model">stock.picking</field>
+        <field name="arch" type="xml">
+            <pivot string="Inventory Transfers by Business Category">
+                <field name="business_category_id" type="row"/>
+                <field name="stock_team_id" type="row"/>
+                <field name="state" type="col"/>
+                <field name="scheduled_date" interval="month" type="col"/>
+                <field name="id" type="measure" string="Transfers"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_stock_picking_graph_business_category_report" model="ir.ui.view">
+        <field name="name">stock.picking.graph.business.category.report</field>
+        <field name="model">stock.picking</field>
+        <field name="arch" type="xml">
+            <graph string="Inventory Transfers by Business Category" type="bar">
+                <field name="business_category_id"/>
+                <field name="id" type="measure" string="Transfers"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="action_stock_picking_business_category_report" model="ir.actions.act_window">
+        <field name="name">Inventory Transfers by Business Category</field>
+        <field name="res_model">stock.picking</field>
+        <field name="view_mode">tree,pivot,graph</field>
+        <field name="context">{'group_by': 'business_category_id'}</field>
+    </record>
+
+    <menuitem id="menu_stock_picking_business_category_report"
+              name="Inventory by Category"
+              parent="stock.menu_stock_root"
+              sequence="50"
+              action="action_stock_picking_business_category_report"
+              groups="stock.group_stock_user,stock.group_stock_manager,base.group_system"/>
+</odoo>

grt_inventory_business_category/views/stock_menu_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem id="menu_stock_team"
+              name="Team Inventory"
+              parent="stock.menu_stock_root"
+              sequence="45"
+              action="action_stock_team"
+              groups="stock.group_stock_manager"/>
+
+    <menuitem id="menu_business_category_from_inventory"
+              name="Business Categories"
+              parent="stock.menu_stock_root"
+              sequence="46"
+              action="grt_crm_business_category.action_crm_business_category"
+              groups="stock.group_stock_manager"/>
+</odoo>

grt_inventory_business_category/views/stock_picking_views.xml

@@ -0,0 +1,52 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_picking_form_business_category" model="ir.ui.view">
+        <field name="name">stock.picking.form.business.category</field>
+        <field name="model">stock.picking</field>
+        <field name="inherit_id" ref="stock.view_picking_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='location_dest_id']" position="after">
+                <field name="company_id" invisible="1"/>
+                <field name="business_category_id"/>
+                <field name="stock_team_id"/>
+                <field name="inventory_analytic_account_id" readonly="1"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_picking_search_business_category" model="ir.ui.view">
+        <field name="name">stock.picking.search.business.category</field>
+        <field name="model">stock.picking</field>
+        <field name="inherit_id" ref="stock.vpicktree"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='origin']" position="after">
+                <field name="business_category_id"/>
+                <field name="stock_team_id"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_move_search_business_category" model="ir.ui.view">
+        <field name="name">stock.move.search.business.category</field>
+        <field name="model">stock.move</field>
+        <field name="inherit_id" ref="stock.view_move_search"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='product_id']" position="after">
+                <field name="business_category_id"/>
+                <field name="stock_team_id"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_move_form_inventory_business_category" model="ir.ui.view">
+        <field name="name">account.move.form.inventory.business.category</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='invoice_payment_term_id']" position="after">
+                <field name="inventory_business_category_id"/>
+                <field name="inventory_analytic_account_id"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_inventory_business_category/views/stock_team_views.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_stock_team_tree" model="ir.ui.view">
+        <field name="name">stock.team.tree</field>
+        <field name="model">stock.team</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="company_id"/>
+                <field name="user_id"/>
+                <field name="member_ids" widget="many2many_tags"/>
+                <field name="business_category_id"/>
+                <field name="active"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_stock_team_form" model="ir.ui.view">
+        <field name="name">stock.team.form</field>
+        <field name="model">stock.team</field>
+        <field name="arch" type="xml">
+            <form string="Inventory Team">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="company_id"/>
+                        <field name="user_id"/>
+                        <field name="member_ids" widget="many2many_tags"/>
+                        <field name="business_category_id" domain="[('company_id', '=', company_id)]"/>
+                        <field name="active"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_stock_team" model="ir.actions.act_window">
+        <field name="name">Team Inventory</field>
+        <field name="res_model">stock.team</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+</odoo>

grt_inventory_business_category/views/stock_warehouse_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_warehouse_form_business_category" model="ir.ui.view">
+        <field name="name">stock.warehouse.form.business.category</field>
+        <field name="model">stock.warehouse</field>
+        <field name="inherit_id" ref="stock.view_warehouse"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='company_id']" position="after">
+                <field name="business_category_id"/>
+                <field name="stock_team_id"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_purchase_business_category/__init__.py

@@ -0,0 +1 @@
+from . import models

grt_purchase_business_category/__manifest__.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+{
+    "name": "GRT Purchase Business Category",
+    "summary": "Business category segregation and purchase teams for purchasing",
+    "description": """
+Adds business category handling to Purchase Orders with dedicated Purchase Teams,
+record rules per business category, and automatic analytic account propagation
+for purchasing transactions.
+""",
+    "author": "PT Gagak Rimang Teknologi",
+    "website": "https://rimang.id",
+    "category": "Purchases",
+    "version": "14.0.1.0.0",
+    "depends": [
+        "purchase",
+        "account",
+        "grt_crm_business_category",
+    ],
+    "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",
+        "views/purchase_menu_views.xml",
+    ],
+    "installable": True,
+    "application": False,
+}

grt_purchase_business_category/models/__init__.py

@@ -0,0 +1,4 @@
+from . import account_move
+from . import crm_business_category
+from . import purchase_order
+from . import purchase_team

grt_purchase_business_category/models/account_move.py

@@ -0,0 +1,89 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    purchase_business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Purchase Business Category",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+    purchase_analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Purchase Analytic Account",
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        copy=False,
+    )
+
+    @api.onchange("purchase_business_category_id")
+    def _onchange_purchase_business_category_id_analytic(self):
+        for move in self:
+            move.purchase_analytic_account_id = move.purchase_business_category_id.purchase_analytic_account_id
+
+    @api.constrains("company_id", "purchase_business_category_id", "purchase_analytic_account_id")
+    def _check_purchase_business_category_analytic_company(self):
+        for move in self:
+            if move.purchase_business_category_id and move.purchase_business_category_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Vendor Bill '%s' uses a Business Category from another company.") % (move.display_name,)
+                )
+            if move.purchase_analytic_account_id and move.purchase_analytic_account_id.company_id != move.company_id:
+                raise ValidationError(
+                    _("Vendor Bill '%s' uses an Analytic Account from another company.") % (move.display_name,)
+                )
+            if (
+                move.purchase_business_category_id
+                and move.purchase_business_category_id.purchase_analytic_account_id
+                and move.purchase_analytic_account_id
+                and move.purchase_business_category_id.purchase_analytic_account_id != move.purchase_analytic_account_id
+            ):
+                raise ValidationError(
+                    _(
+                        "Vendor Bill '%s' must use the Purchase Analytic Account configured on its Business Category."
+                    )
+                    % (move.display_name,)
+                )
+
+    def action_post(self):
+        result = super().action_post()
+        for move in self.filtered(lambda m: m.move_type in ("in_invoice", "in_refund")):
+            analytic = move.purchase_analytic_account_id
+            if not analytic:
+                continue
+            lines = move.line_ids.filtered(
+                lambda line: line.account_id.internal_type not in ("receivable", "payable")
+                and not line.analytic_account_id
+            )
+            if lines:
+                lines.write({"analytic_account_id": analytic.id})
+        return result
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("analytic_account_id"):
+                continue
+            move_id = vals.get("move_id")
+            account_id = vals.get("account_id")
+            if not move_id or not account_id:
+                continue
+            move = self.env["account.move"].browse(move_id)
+            account = self.env["account.account"].browse(account_id)
+            if (
+                move
+                and move.move_type in ("in_invoice", "in_refund")
+                and move.purchase_analytic_account_id
+                and account
+                and account.internal_type not in ("receivable", "payable")
+            ):
+                vals["analytic_account_id"] = move.purchase_analytic_account_id.id
+        return super().create(vals_list)

grt_purchase_business_category/models/crm_business_category.py

@@ -0,0 +1,27 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrmBusinessCategory(models.Model):
+    _inherit = "crm.business.category"
+
+    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.",
+    )
+
+    @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/models/purchase_order.py

@@ -0,0 +1,177 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class PurchaseOrder(models.Model):
+    _inherit = "purchase.order"
+
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        domain="[('company_id', '=', company_id)]",
+        ondelete="restrict",
+        tracking=True,
+    )
+    analytic_account_id = fields.Many2one(
+        "account.analytic.account",
+        string="Purchase Analytic Account",
+        related="business_category_id.purchase_analytic_account_id",
+        store=True,
+        readonly=True,
+    )
+    purchase_team_id = fields.Many2one(
+        "purchase.team",
+        string="Purchase Team",
+        domain="[('company_id', '=', company_id), ('business_category_id', '=', business_category_id)]",
+        tracking=True,
+    )
+
+    def _is_purchase_admin_user(self):
+        self.ensure_one()
+        return self.env.user.has_group("purchase.group_purchase_manager") or self.env.user.has_group("base.group_system")
+
+    @api.onchange("business_category_id")
+    def _onchange_business_category_id(self):
+        for order in self:
+            if (
+                order.purchase_team_id
+                and order.purchase_team_id.business_category_id != order.business_category_id
+            ):
+                order.purchase_team_id = False
+
+    @api.onchange("purchase_team_id")
+    def _onchange_purchase_team_id(self):
+        for order in self:
+            if order.purchase_team_id and order.purchase_team_id.business_category_id:
+                order.business_category_id = order.purchase_team_id.business_category_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        vals_list = [self._prepare_business_category_vals(vals) for vals in vals_list]
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = self._prepare_business_category_vals(vals)
+        return super().write(vals)
+
+    def _prepare_business_category_vals(self, vals):
+        vals = dict(vals)
+        if vals.get("purchase_team_id") and not vals.get("business_category_id"):
+            team = self.env["purchase.team"].browse(vals["purchase_team_id"])
+            if team.business_category_id:
+                vals["business_category_id"] = team.business_category_id.id
+        return vals
+
+    @api.constrains("business_category_id", "purchase_team_id", "company_id", "analytic_account_id")
+    def _check_business_category_team(self):
+        for order in self:
+            if order.business_category_id and order.business_category_id.company_id != order.company_id:
+                raise ValidationError(
+                    _("Purchase Order '%s' uses a Business Category from another company.") % order.name
+                )
+            if order.analytic_account_id and order.analytic_account_id.company_id != order.company_id:
+                raise ValidationError(
+                    _("Purchase Order '%s' uses an Analytic Account from another company.") % order.name
+                )
+            if not order.purchase_team_id:
+                continue
+            if order.purchase_team_id.company_id != order.company_id:
+                raise ValidationError(
+                    _("Purchase Team '%s' belongs to another company.") % order.purchase_team_id.name
+                )
+            if not order.purchase_team_id.business_category_id:
+                raise ValidationError(
+                    _("Purchase Team '%s' must have a Business Category before it can be used.")
+                    % order.purchase_team_id.name
+                )
+            if (
+                order.business_category_id
+                and order.purchase_team_id.business_category_id != order.business_category_id
+            ):
+                raise ValidationError(
+                    _(
+                        "Purchase Team '%s' is linked to business category '%s'. "
+                        "Please select a matching business category."
+                    )
+                    % (order.purchase_team_id.name, order.purchase_team_id.business_category_id.name)
+                )
+
+    @api.constrains("business_category_id", "purchase_team_id", "user_id")
+    def _check_current_user_purchase_scope(self):
+        current_user = self.env.user
+        if current_user.has_group("base.group_system"):
+            return
+
+        effective_categories = current_user.effective_business_category_ids
+        for order in self:
+            if order.business_category_id and order.business_category_id not in effective_categories:
+                raise ValidationError(
+                    _("You can only use Purchase Orders in your registered Business Category.")
+                )
+
+            if order.purchase_team_id and current_user not in (order.purchase_team_id.user_id | order.purchase_team_id.member_ids):
+                raise ValidationError(
+                    _("You must be registered in the selected Purchase Team before using it on a Purchase Order.")
+                )
+
+    def button_confirm(self):
+        for order in self:
+            if order.state not in ("draft", "sent", "to approve"):
+                continue
+            if not order.business_category_id:
+                raise ValidationError(
+                    _("Purchase Order '%s' requires a Business Category before confirmation.") % order.name
+                )
+            if not order.purchase_team_id:
+                raise ValidationError(
+                    _("Purchase Order '%s' requires a Purchase Team before confirmation.") % order.name
+                )
+        return super().button_confirm()
+
+    def _prepare_invoice(self):
+        vals = super()._prepare_invoice()
+        vals["purchase_business_category_id"] = self.business_category_id.id
+        vals["purchase_analytic_account_id"] = self.analytic_account_id.id
+        return vals
+
+
+class PurchaseOrderLine(models.Model):
+    _inherit = "purchase.order.line"
+
+    @api.onchange("order_id")
+    def _onchange_order_id_set_analytic(self):
+        for line in self:
+            if "account_analytic_id" in line._fields and line.order_id.analytic_account_id:
+                line.account_analytic_id = line.order_id.analytic_account_id
+
+    @api.onchange("product_id")
+    def _onchange_product_id_set_analytic(self):
+        for line in self:
+            if "account_analytic_id" in line._fields and line.order_id.analytic_account_id:
+                line.account_analytic_id = line.order_id.analytic_account_id
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("account_analytic_id") or not vals.get("order_id"):
+                continue
+            order = self.env["purchase.order"].browse(vals["order_id"])
+            if order.analytic_account_id:
+                vals["account_analytic_id"] = order.analytic_account_id.id
+        return super().create(vals_list)
+
+    def write(self, vals):
+        vals = dict(vals)
+        if "account_analytic_id" not in vals:
+            analytic = self[:1].order_id.analytic_account_id
+            if analytic:
+                vals["account_analytic_id"] = analytic.id
+        return super().write(vals)
+
+    def _prepare_account_move_line(self, move=False):
+        vals = super()._prepare_account_move_line(move=move)
+        analytic = self.order_id.analytic_account_id
+        if analytic and not vals.get("analytic_account_id"):
+            vals["analytic_account_id"] = analytic.id
+        return vals

grt_purchase_business_category/models/purchase_team.py

@@ -0,0 +1,56 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class PurchaseTeam(models.Model):
+    _name = "purchase.team"
+    _description = "Purchase Team"
+    _order = "name"
+
+    name = fields.Char(required=True)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        "res.company",
+        string="Company",
+        required=True,
+        default=lambda self: self.env.company,
+    )
+    user_id = fields.Many2one(
+        "res.users",
+        string="Team Leader",
+        help="Responsible user for this Purchase Team.",
+    )
+    member_ids = fields.Many2many(
+        "res.users",
+        "purchase_team_res_users_rel",
+        "team_id",
+        "user_id",
+        string="Members",
+    )
+    business_category_id = fields.Many2one(
+        "crm.business.category",
+        string="Business Category",
+        required=True,
+        default=lambda self: self.env["business.category.mixin"]._default_business_category_id(),
+        ondelete="restrict",
+        domain="[('company_id', '=', company_id)]",
+    )
+
+    @api.onchange("company_id")
+    def _onchange_company_id_business_category(self):
+        for team in self:
+            if team.business_category_id and team.business_category_id.company_id != team.company_id:
+                team.business_category_id = False
+
+    @api.constrains("company_id", "business_category_id")
+    def _check_business_category_company(self):
+        for team in self:
+            if not team.company_id or not team.business_category_id:
+                continue
+            if team.business_category_id.company_id != team.company_id:
+                raise ValidationError(
+                    _(
+                        "Purchase Team '%s' must use a Business Category from company '%s'."
+                    )
+                    % (team.name, team.company_id.name)
+                )

grt_purchase_business_category/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_purchase_team_user,purchase.team user,model_purchase_team,purchase.group_purchase_user,1,0,0,0
+access_purchase_team_manager,purchase.team manager,model_purchase_team,purchase.group_purchase_manager,1,1,1,1
+access_purchase_team_sysadmin,purchase.team sysadmin,model_purchase_team,base.group_system,1,1,1,1

grt_purchase_business_category/security/ir.rule.csv

@@ -0,0 +1,14 @@
+id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm_unlink
+purchase_order_business_category_rule_user_read_create,Purchase Order read/create by effective business category,purchase.model_purchase_order,"[('company_id','in',user.company_ids.ids),('business_category_id','in',user.effective_business_category_ids.ids)]",purchase.group_purchase_user,1,0,1,0
+purchase_order_business_category_rule_user_write_own,Purchase Order write own by effective business category,purchase.model_purchase_order,"[('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)]",purchase.group_purchase_user,0,1,0,1
+purchase_order_business_category_rule_manager,Purchase Order full access for purchase manager in effective business category,purchase.model_purchase_order,"[('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_order_business_category_rule_sysadmin,Purchase Order full access for system admin,purchase.model_purchase_order,"[('company_id','in',user.company_ids.ids)]",base.group_system,1,1,1,1
+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
+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
+account_move_line_purchase_business_category_rule_manager,Journal Item access for purchase manager in effective business category,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_manager,1,1,1,1

grt_purchase_business_category/views/crm_business_category_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <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="arch" type="xml">
+            <xpath expr="//field[@name='description']/.." position="before">
+                <group string="Purchasing">
+                    <field name="company_id" invisible="1"/>
+                    <field name="purchase_analytic_account_id" domain="[('company_id', '=', company_id)]"/>
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_purchase_business_category/views/purchase_menu_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem id="menu_purchase_team"
+              name="Team Purchases"
+              parent="purchase.menu_purchase_root"
+              sequence="45"
+              action="action_purchase_team"
+              groups="purchase.group_purchase_manager"/>
+
+    <menuitem id="menu_business_category_from_purchase"
+              name="Business Categories"
+              parent="purchase.menu_purchase_root"
+              sequence="46"
+              action="grt_crm_business_category.action_crm_business_category"
+              groups="purchase.group_purchase_manager"/>
+</odoo>

grt_purchase_business_category/views/purchase_order_views.xml

@@ -0,0 +1,44 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_purchase_order_form_business_category" model="ir.ui.view">
+        <field name="name">purchase.order.form.business.category</field>
+        <field name="model">purchase.order</field>
+        <field name="inherit_id" ref="purchase.purchase_order_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="company_id" invisible="1"/>
+                <field name="business_category_id"/>
+                <field name="purchase_team_id"/>
+                <field name="analytic_account_id" readonly="1"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_purchase_order_filter_business_category" model="ir.ui.view">
+        <field name="name">purchase.order.search.business.category</field>
+        <field name="model">purchase.order</field>
+        <field name="inherit_id" ref="purchase.view_purchase_order_filter"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='user_id']" position="after">
+                <field name="business_category_id"/>
+                <field name="purchase_team_id"/>
+            </xpath>
+            <xpath expr="//search" position="inside">
+                <filter string="Business Category" name="group_by_business_category" context="{'group_by': 'business_category_id'}"/>
+                <filter string="Purchase Team" name="group_by_purchase_team" context="{'group_by': 'purchase_team_id'}"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_move_form_purchase_business_category" model="ir.ui.view">
+        <field name="name">account.move.form.purchase.business.category</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='invoice_payment_term_id']" position="after">
+                <field name="purchase_business_category_id" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}"/>
+                <field name="purchase_analytic_account_id" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

grt_purchase_business_category/views/purchase_report_business_category_views.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_purchase_order_pivot_business_category_report" model="ir.ui.view">
+        <field name="name">purchase.order.pivot.business.category.report</field>
+        <field name="model">purchase.order</field>
+        <field name="arch" type="xml">
+            <pivot string="Purchases by Business Category">
+                <field name="business_category_id" type="row"/>
+                <field name="purchase_team_id" type="row"/>
+                <field name="state" type="col"/>
+                <field name="date_order" interval="month" type="col"/>
+                <field name="amount_total" type="measure"/>
+                <field name="id" type="measure" string="Orders"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_purchase_order_graph_business_category_report" model="ir.ui.view">
+        <field name="name">purchase.order.graph.business.category.report</field>
+        <field name="model">purchase.order</field>
+        <field name="arch" type="xml">
+            <graph string="Purchases by Business Category" type="bar">
+                <field name="business_category_id"/>
+                <field name="amount_total" type="measure"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="action_purchase_order_business_category_report" model="ir.actions.act_window">
+        <field name="name">Purchases by Business Category</field>
+        <field name="res_model">purchase.order</field>
+        <field name="view_mode">tree,pivot,graph</field>
+        <field name="context">{'group_by': 'business_category_id'}</field>
+        <field name="search_view_id" ref="view_purchase_order_filter_business_category"/>
+    </record>
+
+    <menuitem id="menu_purchase_order_business_category_report"
+              name="Purchases by Category"
+              parent="purchase.menu_purchase_root"
+              sequence="50"
+              action="action_purchase_order_business_category_report"
+              groups="purchase.group_purchase_user,purchase.group_purchase_manager,base.group_system"/>
+</odoo>

grt_purchase_business_category/views/purchase_team_views.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_purchase_team_tree" model="ir.ui.view">
+        <field name="name">purchase.team.tree</field>
+        <field name="model">purchase.team</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="company_id"/>
+                <field name="user_id"/>
+                <field name="member_ids" widget="many2many_tags"/>
+                <field name="business_category_id"/>
+                <field name="active"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_purchase_team_form" model="ir.ui.view">
+        <field name="name">purchase.team.form</field>
+        <field name="model">purchase.team</field>
+        <field name="arch" type="xml">
+            <form string="Purchase Team">
+                <sheet>
+                    <group>
+                        <field name="name"/>
+                        <field name="company_id"/>
+                        <field name="user_id"/>
+                        <field name="member_ids" widget="many2many_tags"/>
+                        <field name="business_category_id" domain="[('company_id', '=', company_id)]"/>
+                        <field name="active"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_purchase_team" model="ir.actions.act_window">
+        <field name="name">Team Purchases</field>
+        <field name="res_model">purchase.team</field>
+        <field name="view_mode">tree,form</field>
+    </record>
+</odoo>

grt_sales_business_category/__manifest__.py

@@ -34,6 +34,7 @@ plus a two-step approval flow: Sales Team Leader then Accounting Manager.
         "views/res_partner_views.xml",
         "views/crm_team_views.xml",
         "views/sale_order_views.xml",
+        "views/sale_report_business_category_views.xml",
         "views/sale_team_menu_views.xml",
     ],
     "installable": True,

grt_sales_business_category/models/sale_order.py

@@ -195,7 +195,7 @@ class SaleOrder(models.Model):
     @api.constrains("business_category_id", "team_id", "user_id")
     def _check_current_user_sales_scope(self):
         current_user = self.env.user
-        if current_user.has_group("sales_team.group_sale_manager") or current_user.has_group("base.group_system"):
+        if current_user.has_group("base.group_system"):
             return
 
         effective_categories = current_user.effective_business_category_ids

grt_sales_business_category/security/ir.rule.csv

@@ -1,11 +1,17 @@
 id,name,model_id:id,domain_force,groups:id,perm_read,perm_write,perm_create,perm_unlink
 sale_order_business_category_rule_user_read_create,Sale Order read/create by effective business category,sale.model_sale_order,"[('business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,1,0
 sale_order_business_category_rule_user_write_own,Sale Order write own by effective business category,sale.model_sale_order,"[('business_category_id','in',user.effective_business_category_ids.ids),'|',('user_id','=',user.id),('create_uid','=',user.id)]",sales_team.group_sale_salesman,0,1,0,1
-sale_order_business_category_rule_manager,Sale Order full access for sales manager,sale.model_sale_order,"[(1,'=',1)]",sales_team.group_sale_manager,1,1,1,1
+sale_order_business_category_rule_manager,Sale Order full access for sales manager in effective business category,sale.model_sale_order,"[('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
 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,sales_team.model_crm_team,"[(1,'=',1)]",sales_team.group_sale_manager,1,1,1,1
+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 full access for sales manager,grt_crm_business_category.model_crm_business_category,"[(1,'=',1)]",sales_team.group_sale_manager,1,1,1,1
+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
 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,model_customer_behavior_analysis,"[(1,'=',1)]",sales_team.group_sale_manager,1,1,1,1
+customer_behavior_analysis_rule_sales_manager,Customer Behavior Analysis full access for sales manager in effective business category,model_customer_behavior_analysis,"[('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
+account_move_business_category_rule_sales_manager,Invoice access for sales manager in effective business category,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_manager,1,1,1,1
+account_payment_business_category_rule_sales_user,Payment read by effective business category for sales user,account.model_account_payment,"[('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
+account_payment_business_category_rule_sales_manager,Payment access for sales manager in effective business category,account.model_account_payment,"[('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_line_business_category_rule_sales_user,Journal Item read by effective business category for sales user,account.model_account_move_line,"[('company_id','in',user.company_ids.ids),('move_id.business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_salesman,1,0,0,0
+account_move_line_business_category_rule_sales_manager,Journal Item access for sales manager in effective business category,account.model_account_move_line,"[('company_id','in',user.company_ids.ids),('move_id.business_category_id','in',user.effective_business_category_ids.ids)]",sales_team.group_sale_manager,1,1,1,1

grt_sales_business_category/views/sale_report_business_category_views.xml

@@ -0,0 +1,43 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_sale_order_pivot_business_category_report" model="ir.ui.view">
+        <field name="name">sale.order.pivot.business.category.report</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <pivot string="Sales by Business Category">
+                <field name="business_category_id" type="row"/>
+                <field name="team_id" type="row"/>
+                <field name="state" type="col"/>
+                <field name="date_order" interval="month" type="col"/>
+                <field name="amount_total" type="measure"/>
+                <field name="id" type="measure" string="Orders"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_sale_order_graph_business_category_report" model="ir.ui.view">
+        <field name="name">sale.order.graph.business.category.report</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <graph string="Sales by Business Category" type="bar">
+                <field name="business_category_id"/>
+                <field name="amount_total" type="measure"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="action_sale_order_business_category_report" model="ir.actions.act_window">
+        <field name="name">Sales by Business Category</field>
+        <field name="res_model">sale.order</field>
+        <field name="view_mode">tree,pivot,graph</field>
+        <field name="context">{'group_by': 'business_category_id'}</field>
+        <field name="search_view_id" ref="view_sales_order_filter_business_category"/>
+    </record>
+
+    <menuitem id="menu_sale_order_business_category_report"
+              name="Sales by Category"
+              parent="sale.sale_order_menu"
+              sequence="50"
+              action="action_sale_order_business_category_report"
+              groups="sales_team.group_sale_salesman,sales_team.group_sale_manager,base.group_system"/>
+</odoo>

inspect_hr_expense_view_ids.py

@@ -0,0 +1,24 @@
+#!/usr/bin/env python3
+import xmlrpc.client
+
+URL = "http://localhost:8070"
+DB = "kanjabung_MRP"
+USER = "admin"
+PWD = "admin"
+
+common = xmlrpc.client.ServerProxy("%s/xmlrpc/2/common" % URL)
+uid = common.authenticate(DB, USER, PWD, {})
+if not uid:
+    raise SystemExit("AUTH_FAILED")
+models = xmlrpc.client.ServerProxy("%s/xmlrpc/2/object" % URL)
+
+view_ids = models.execute_kw(
+    DB, uid, PWD,
+    "ir.ui.view", "search_read",
+    [[("model", "=", "hr.expense")]],
+    {"fields": ["id", "name", "key"], "limit": 200, "order": "id asc"},
+)
+
+print("hr.expense view candidates:")
+for v in view_ids:
+    print(v.get("id"), "|", v.get("key"), "|", v.get("name"))

inspect_hr_expense_xmlids.py

@@ -0,0 +1,22 @@
+#!/usr/bin/env python3
+import xmlrpc.client
+
+URL = "http://localhost:8070"
+DB = "kanjabung_MRP"
+USER = "admin"
+PWD = "admin"
+
+common = xmlrpc.client.ServerProxy("%s/xmlrpc/2/common" % URL)
+uid = common.authenticate(DB, USER, PWD, {})
+models = xmlrpc.client.ServerProxy("%s/xmlrpc/2/object" % URL)
+
+imd = models.execute_kw(
+    DB, uid, PWD,
+    "ir.model.data", "search_read",
+    [[("module", "=", "hr_expense"), ("model", "=", "ir.ui.view")]],
+    {"fields": ["name", "res_id"], "limit": 500, "order": "name asc"},
+)
+
+print("hr_expense view xmlids:")
+for row in imd:
+    print("hr_expense.%s -> %s" % (row.get("name"), row.get("res_id")))

inspect_stock_xmlids.py

@@ -0,0 +1,23 @@
+#!/usr/bin/env python3
+import xmlrpc.client
+
+URL = "http://localhost:8070"
+DB = "kanjabung_MRP"
+USER = "admin"
+PWD = "admin"
+
+common = xmlrpc.client.ServerProxy("%s/xmlrpc/2/common" % URL)
+uid = common.authenticate(DB, USER, PWD, {})
+models = xmlrpc.client.ServerProxy("%s/xmlrpc/2/object" % URL)
+
+imd = models.execute_kw(
+    DB, uid, PWD,
+    "ir.model.data", "search_read",
+    [[("module", "=", "stock"), ("model", "=", "ir.ui.view")]],
+    {"fields": ["name", "res_id"], "limit": 1200},
+)
+
+for row in imd:
+    name = row.get("name")
+    if "move" in name or "picking" in name or "filter" in name:
+        print("stock.%s -> %s" % (name, row.get("res_id")))