Add module

partner_multi_relation_parent/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+=============================================
+Parent contact Hierarchy Mapping in relations
+=============================================
+
+This module maps automatically the relations between parent partners and their
+children as relations. It has an init hook that will create such relations for
+existing partners and their children partner. If a child partner changes it's
+parent the relation mapping will update automatically. It will automatically
+create the relations "has contact" and "is contact of" for partners and their
+contacts. This will allow to search using this key, and therefore have an
+updated search option for partners and their contacts.
+
+
+
+Known issues / Roadmap
+======================
+
+* hide/forbade the delition of the "Is contact of" and "Has Contact" installed
+  relation types
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/partner_multi_relation/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* Giovanni Francesco Capalbo <giovanni@therp.nl>  
+
+Do not contact contributors directly about help with questions or problems concerning this addon, but use the `community mailing list <mailto:community@mail.odoo.com>`_ or the `appropriate specialized mailinglist <https://odoo-community.org/groups>`_ for help, and the bug tracker linked in `Bug Tracker`_ above for technical issues.
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+To contribute to this module, please visit https://odoo-community.org.

partner_multi_relation_parent/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from . import models
+from .hooks import post_init_hook

partner_multi_relation_parent/__manifest__.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Partner Contact Hierarchy Mapping in relations",
+    "version": "10.0.1.0.0",
+    "author": "Therp BV,Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "category": "CRM",
+    "summary": "Syncs the hierarchy partner's contacts with CRM relations",
+    "depends": ['partner_multi_relation'],
+    "data": [
+        'data/data.xml',
+    ],
+    "post_init_hook": "post_init_hook",
+    "installable": True,
+}

partner_multi_relation_parent/data/data.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data>
+        <record id="parent_relation_type" 
+            model="res.partner.relation.type">
+                <field name="name">Is contact of</field>
+                <field name="name_inverse">Has contact</field>
+                <field name="contact_type_left">p</field>
+                <field name="contact_type_right">c</field>
+                <field name="handle_invalid_onchange">restrict</field>
+        </record>
+    </data>
+</odoo>

partner_multi_relation_parent/hooks.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from odoo import api, SUPERUSER_ID
+
+def post_init_hook(cr, registry):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    partner_model = env['res.partner']
+    # get all fields with a parent
+    partners = partner_model.search(['!', ('parent_id', 'in', [False])])
+    import pudb
+    pudb.set_trace()
+    partners.update_relations()
+

partner_multi_relation_parent/models/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from . import res_partner
+from . import res_partner_relation

partner_multi_relation_parent/models/res_partner.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from openerp import api, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    # called without parameters from the init hook
+    def find_current_relation(self, left, type_relation, right):
+        par_rel_mod = self.env['res.partner.relation']
+        return par_rel_mod.search([
+            ('left_partner_id', '=', left),
+            ('type_id', '=', type_relation),
+            ('right_partner_id', '=', right)
+        ])
+
+
+    def update_relations(self, old_parent_id=None, parent_id=None):
+        par_rel_mod = self.env['res.partner.relation']
+        type_relation = self.env.ref(
+            'partner_multi_relation_parent.parent_relation_type'
+        ).id
+        for this in self:
+            if not parent_id:
+                parent_id = this.parent_id.id
+            if not old_parent_id:
+                old_parent_id = this.parent_id.id
+            # unlink previous relation
+            if old_parent_id:
+                previous = self.find_current_relation(
+                    this.id, type_relation, old_parent_id
+                )
+                previous.unlink()
+            # create new relations
+            par_rel_mod.create(
+                {'left_partner_id' : this.id,
+                 'type_id': type_relation,
+                 'right_partner_id': parent_id,
+                }
+            )
+
+    @api.model
+    def create(self, vals):
+        res = super(ResPartner, self).create(vals=vals)
+        if "parent_id" in vals:
+            res.update_relations(None, vals['parent_id'])
+        return res
+
+    @api.multi
+    def write(self, vals):
+        if self.env.context.get('relation_create'):
+            for this in self:
+                if "parent_id" in vals and vals(['parent_id']):
+                    this.update_relations(self.parent_id.id, vals['parent_id'])
+        res = super(ResPartner, self).write(vals=vals)
+        return res
+
+

partner_multi_relation_parent/models/res_partner_relation.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from openerp import _, api, models
+from odoo.exceptions import UserError
+
+
+class ResPartnerRelation(models.Model):
+    _inherit = 'res.partner.relation'
+
+    def relation_exists(self, left, type_rel, right):
+        relation = self.search([
+            ('left_partner_id', '=', left),
+            ('type_id', '=', type_rel),
+            ('right_partner_id', '=', right)
+        ])
+        return relation
+
+    @api.multi
+    def write(self, vals):
+        part_mod = self.env['res.partner']
+        type_relation = self.env.ref(
+            'partner_multi_relation_parent.parent_relation_type'
+        ).id
+        for this in self:
+            if this.type_id != type_relation:
+                continue
+            # check that whatever relation will come out of this write does
+            # not exist already , but check only if type_id doesn't change, if
+            # it does we don't care about uniqueness
+            if vals.get('type_id', this.type_id) == type_relation:
+                relation = this.relation_exists(
+                    vals.get('left_partner_id', this.left_partner_id),
+                    type_relation,
+                    vals.get('right_partner_id', this.right_partner_id)
+                )
+                if relation:
+                    raise UserError(_(
+                        "The relation you are creating exists and has id %s"
+                        "there can only be one relation of type %s" % (
+                            str(relation.id), relation.type_id.name
+                        )))
+            if 'type_id' in vals and vals['type_id'] != type_relation:
+                this.left_partner_id.with_context(
+                    relation_create=False
+                ).write({'parent_id' : False})
+            elif 'right_partner_id' in vals and 'left_partner_id' not in vals:
+                new_parent = vals.get('right_partner_id')
+                contact_id = this.left_partner_id
+                contact_id.with_context(relation_create=False).write(
+                    {'parent_id' : new_parent}
+                )
+            elif 'left_partner_id' in vals and 'right_partner_id' not in vals:
+                old_contact_id = part_mod.browse(this.left_partner_id)
+                old_contact_id.with_context(relation_create=False).write(
+                    {'parent_id': False}
+                )
+                contact_id = part_mod.browse(vals['left_partner_id'])
+                contact_id.with_context(relation_create=False).write(
+                    {'parent_id': this.right_partner_id}
+                )
+            elif 'left_partner_id' in vals and 'right_partner_id' in vals:
+                old_contact_id = this.left_partner_id
+                old_contact_id.with_context(relation_create=False).write(
+                    {'parent_id': False}
+                )
+                contact_id = part_mod.browse(vals['left_partner_id'])
+                contact_id.with_context(relation_create=False).write(
+                    {'parent_id': vals['right_partner_id']},
+                )
+        res = super(ResPartnerRelation, self).write(vals=vals)
+        return res
+
+    @api.multi
+    def unlink(self):
+        type_relation = self.env.ref(
+            'partner_multi_relation_parent.parent_relation_type'
+        ).id
+        for this in self:
+            if this.type_id.id != type_relation:
+                continue
+            this.left_partner_id.with_context(relation_create=False).write(
+                {'parent_id': False}
+            )
+        res = super(ResPartnerRelation, self).unlink()
+        return res
+
+
+    @api.model
+    def create(self, vals):
+        type_relation = self.env.ref(
+            'partner_multi_relation_parent.parent_relation_type'
+        ).id
+        current = self.relation_exists(
+            vals['left_partner_id'],
+            type_relation,
+            vals['right_partner_id']
+        )
+        if current:
+            # we are creating a relation but one already exists, raise an
+            # exception to warn the user relations of type_relation must be
+            # unique.
+            raise UserError(_(
+                "The relation you are creating exists and has id %s"
+                "there can only be one relation of type %s" % (
+                    str(current.id), current.type_id.name
+                )))
+        # there is no relation, so we can create it, but we must update
+        # the parent_id of the left contact of this new relation
+        res = super(ResPartnerRelation, self).create(vals=vals)
+        res.left_partner_id.with_context(relation_create=False).write(
+            {'parent_id': vals['right_partner_id']}
+        )
+        return res
+
+

partner_multi_relation_parent/tests/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from . import test_partner_multi_relation_parent

partner_multi_relation_parent/tests/test_partner_multi_relation_parent.py

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+# -*- coding: utf-8 -*-
+# © 2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from openerp.addons.partner_multi_relation.tests.test_partner_relation_common \
+        import TestPartnerRelationCommon
+
+
+
+class TestPartnerMultiRelationParent(TestPartnerRelationCommon):
+    # pylint: disable=invalid-name
+    def setUp(self):
+        super(TestPartnerMultiRelationParent, self).setUp()
+        self.par_rel_mod = self.env['res.partner.relation']
+        self.type_relation = self.env.ref(
+            'partner_multi_relation_parent.parent_relation_type'
+        ).id
+
+    # By default it will be false, this makes it run after the modules are
+    # installed
+    post_install = True
+
+    def count_partner_relation_left_right(self, partner_id, parent_id=None):
+        # returns number relations , should be always 1
+        # todo extend this with relations_all  calculations (left, right)
+        if not parent_id:
+            return 0
+        hits = self.par_rel_mod.search([
+            ('left_partner_id', '=', partner_id),
+            ('type_id', '=', self.type_relation),
+            ('right_partner_id', '=', parent_id)
+        ])
+        return len(hits)
+
+    def count_relations_of_parent(self, parent_id):
+        hits = self.par_rel_mod.search([
+            ('type_id', '=', self.type_relation),
+            ('right_partner_id', '=', parent_id)
+        ])
+        return len(hits)
+
+
+    def test_partner_multi_relation_parent(self):
+        #verify that existing partners do have relations
+        relations = self.count_partner_relation_left_right(
+            self.partner_01_person.id, self.partner_01_person.parent_id.id
+        )
+        self.assertEqual(relations, 0)
+        # create a contact for ngo , partner n03
+        ngo_contact = self.partner_model.create({
+            'name': '03 NGO ACCOUNTANT',
+            'is_company': False,
+            'ref' : 'PR03C01',
+            'parent_id': self.partner_03_ngo.id
+        })
+        relations = self.count_partner_relation_left_right(
+            ngo_contact.id, ngo_contact.parent_id.id
+        )
+        self.assertEqual(relations, 1)
+        # then modify partner and verify it
+        old_parent = ngo_contact.parent_id.id
+        ngo_contact.write({'parent_id': self.partner_02_company.id})
+        # check no more relations with old_parent
+        relations = self.count_partner_relation_left_right(
+            ngo_contact.id, old_parent
+        )
+        self.assertEqual(relations, 0)
+        # check relations are there with current parent
+
+        relations = self.count_partner_relation_left_right(
+            ngo_contact.id, ngo_contact.parent_id.id
+        )
+        self.assertEqual(relations, 1)
+        # delete NGO ACCOUNTANT
+        old_id = ngo_contact.id
+        old_parent_id = ngo_contact.parent_id.id
+        ngo_contact.unlink()
+
+        relations = self.count_partner_relation_left_right(
+            old_id, old_parent_id
+        )
+        self.assertEqual(relations, 0)
+        # test with multiple contacts
+        # 15 for ngo and 15 for company
+        for partners in range(30):
+            if partners % 2 == 0:
+                self.partner_model.create({
+                    'name': '03 NGO %s' % str(partners),
+                    'is_company': False,
+                    'ref' : 'PR03C%s' % str(partners),
+                    'parent_id': self.partner_03_ngo.id
+                })
+                continue
+            self.partner_model.create({
+                'name': '02 Company %s' % str(partners),
+                'is_company': False,
+                'ref' : 'PR02C%s' % str(partners),
+                'parent_id': self.partner_02_company.id
+            })
+        # try to delete the has contact type , forbade
+        contact_relations = self.count_relations_of_parent(
+            self.partner_02_company.id
+        )
+        self.assertEqual(contact_relations, 15)
+
+
+        #TODO Modify that changing the relation.all transient model will change
+        #the actual relation and it's partner
+