[12.0][Add] partner_company_group

partner_company_group/__init__.py

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+from . import models

partner_company_group/__manifest__.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    'name': 'Partner Company Group',
+    'summary': 'Adds the possibility to add a company group to a company',
+    'version': '12.0.1.0.0',
+    'category': 'Sales',
+    'author': 'Camptocamp SA, Odoo Community Association (OCA)',
+    'license': 'AGPL-3',
+    'depends': [
+        'base',
+        'account',
+        'crm',
+        'sale',
+    ],
+    'website': 'https://github.com/OCA/partner-contact',
+    'data': [
+        'views/opportunity_view.xml',
+        'views/contact_view.xml',
+        'views/sale_order_view.xml',
+        'views/account_invoice_view.xml',
+    ],
+    'installable': True,
+}

partner_company_group/models/__init__.py

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+from . import res_partner
+from . import crm_lead
+from . import sale_order
+from . import account_invoice

partner_company_group/models/account_invoice.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import models, fields
+
+
+class AccountInvoice(models.Model):
+    _inherit = 'account.invoice'
+
+    company_group_id = fields.Many2one(
+        related='partner_id.company_group_id',
+        store=True
+    )

partner_company_group/models/crm_lead.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import models, fields
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    company_group_id = fields.Many2one(
+        related='partner_id.company_group_id',
+        store=True
+    )

partner_company_group/models/res_partner.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import models, fields
+
+
+class Contact(models.Model):
+    _inherit = 'res.partner'
+
+    company_group_id = fields.Many2one(
+        'res.partner',
+        'Company group',
+        domain=[('is_company', '=', True)]
+    )
+
+    def _commercial_fields(self):
+        return super(Contact, self)._commercial_fields() + ['company_group_id']

partner_company_group/models/sale_order.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import models, fields
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    company_group_id = fields.Many2one(
+        related='partner_id.company_group_id',
+        store=True
+    )

partner_company_group/readme/CONTRIBUTORS.rst

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+Timon Tschanz <timon.tschanz@camptocamp.com>

partner_company_group/readme/DESCRIPTION.rst

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+This Module adds a company group field to companies, which is also propagated to contacts and allows to search and group for the company group in contact, leads, sale orders and invoices.

partner_company_group/views/account_invoice_view.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="account_invoice_search_view" model="ir.ui.view">
+        <field name="name">account.invoice.select</field>
+        <field name="model">account.invoice</field>
+        <field name="priority">2</field>
+        <field name="inherit_id" ref="account.view_account_invoice_filter"/>
+        <field name="arch" type="xml">
+            <field name="number" position="before">
+                <field name="company_group_id" />
+            </field>
+            <filter name="group_by_partner_id" position="before">
+               <filter name="group_company_group" string="Company Group" context="{'group_by': 'company_group_id'}"/>
+            </filter>
+        </field>
+    </record>
+</odoo>

partner_company_group/views/contact_view.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_partner_form" model="ir.ui.view">
+        <field name="name">res.partner.form</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            <field name="vat" position="before">
+                <field name="company_group_id" attrs="{'invisible': [('is_company','=', False)]}" />
+            </field>
+        </field>
+    </record>
+
+    <record id="view_res_partner_filter" model="ir.ui.view">
+        <field name="name">res.partner.select</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_res_partner_filter" />
+        <field name="arch" type="xml">
+            <field name="name" position="before">
+                <field name="company_group_id" />
+            </field>
+            <filter name="group_company" position="before">
+               <filter name="group_company_group" string="Company Group" context="{'group_by': 'company_group_id'}"/>
+            </filter>
+        </field>
+    </record>
+</odoo>

partner_company_group/views/opportunity_view.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
+        <field name="name">crm.lead.search.opportunity</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.view_crm_case_opportunities_filter" />
+        <field name="arch" type="xml">
+            <field name="name" position="before">
+                <field name="company_group_id" />
+            </field>
+            <filter name="salesperson" position="before">
+                <filter name="group_company_group" string="Company Group" context="{'group_by': 'company_group_id'}"/>
+            </filter>
+        </field>
+    </record>
+</odoo>

partner_company_group/views/sale_order_view.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_sales_order_filter" model="ir.ui.view">
+        <field name="name">sale.order.list.select</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_sales_order_filter" />
+        <field name="arch" type="xml">
+            <field name="name" position="before">
+                <field name="company_group_id" />
+            </field>
+            <filter name="customer" position="before">
+               <filter name="group_company_group" string="Company Group" context="{'group_by': 'company_group_id'}"/>
+            </filter>
+        </field>
+    </record>
+</odoo>