The code from v13 used to look for partners in JS before making the RPC, which
was much faster, and also gave better results by returning partners that were
already known and therefore more likely to be selected.
The same logic is reintroduced here, and further improved to take into account
all known partners and sort them according to the likeliness they will be
selected based on various criteria.
task-2413776
closesodoo/odoo#68045
X-original-commit: 930e090ced8134c3819a5a87b9052467ba23e8e4
Signed-off-by: Alexandre Kühn (aku) <aku@odoo.com>
Co-authored-by: Sébastien Theys <seb@odoo.com>
Multi is the default api for methods, it is not necessary to explicitly
decorate methods with it, adds clutter and most people use it because
they see that the rest of the code uses it.
Done with `find . -type f -name '*.py' | xargs sed -i '/@api.multi/d'`
Purpose
=======
Allow the user to select the allowed companies for which he wants to see records
on top of selecting his current company.
It is confusing for users to see the records from the company he is connected to
and the records of the children companies.
Instead of using the hierarchy of companies to access records across companies,
the user can now select (from his set of allowed companies) the companies for
which he wants to access records.
/!\ This means that the user will interact with records from company A when in
company B.
Example: a SO has been created and confirmed in A. When in B, I create the
invoice from it.
Specifications
==============
1/ Deprecate the parent/children hierarchy on the res.company model. The fields are
kept on the res.company model to ensure the retro-compatibility, but won't be used
accross the standard code anymore. The only functional usage for this mechanism
was to allow to see records from several companies by creating a virtual parent
company, which will be possible with the new mechanism.
2/ By default, a user will only see the records of the company he is connected
to (or records without a company). (It is still editable by the user if needed).
For that, put this information in the user context, to allow having different
configurations on different browser tabs. Instead of having domains like
['|',
('company_id', '=', False),
('company_id', 'child_of', user.company_id.id)]
you'll have something like
['|',
('company_id', '=', False),
('company_id', 'in', company_ids)]
Note that the 'company_ids' is a value that is passed in the evaluation
context on the record rule, as we already have user, or time.
company_ids is a list of the ids of all the enabled companies in the
user's context.
3/ Out of the generic improvements brought by this task, this will illustrate
issues that could exist since several versions. For example, it should not be
possible to create a scrap order for the company A with a package of the company
B, or it should not be possible to create an invoice on the company A with
payment terms from the company B. Before the version 12.0, it was easy to
encounter this kind of issues as the admin was the SUPERUSER_ID. A positive side
effect of the fact that the SUPERUSER_ID has become an inactive user was to
make it more difficult to introduce mismatch on the records, but haven't solved
the issue, as it was still possible to do it with parent companies
configuration. Some of these issues have been fixed in this commit, but all the
business flows should be re-tested to check if an ir.rule should be introduced
(eg: a multi company rule for stock.quand.package), if the company of a record
is correctly transfered to another record created from the first record (eg:
From a SO, create an invoice and a payment, the company of the sales order
should be transfered on the invoice and the payment, even if the company of the
sales order is A and I'm logged into the company B with the company A enabled.
4/ Currently, if I click on a button on a notification email (example 'View
Task'), I face a traceback if I'm not logged into the company of the record.
Now, if you click on a button and if you have access to the record, the correct
company will be automatically set.
5/ If I display a kanban view with several records from several companies (and
an image), all the images should be displayed.
6/ Currently if you copy paste an url, this will crash if you're not in the
correct company. This won't be fixed because it's quite impossible to do it in
a clean way. This task brings a workaround. Copy/Paste -> Traceback -> Log into
the correct company, re-copy/paste -> Ok.
7/ 2 property methods have been added on the environment to retrieve the company
on which the user is logged in and the companies the user enabled, on a specific
tab.
That way, when creating a record, instead of doing
default=lambda self: self.env.user.company_id
do
default=lambda self: self.env.company_id
On the other hand, to retrieve the enabled companies, do
companies = self.env.company_ids
8/ Modify the Company Switcher widget to allow to log into another company
WITHOUT writing on the res.users (and thus bringing cache invalidation issues
and so on). Also allow to enable several companies and see records from several
companies, and independantly of the other browser's tabs.
9/ When focusing on a tab, save the current company configuration on the local
storage. That way, when doing 'CTRL+T' or a middle click, the context is
propagated to the new tab.
10/ Improve the error message in case of multi company access errors. Now, when
the user is in debug mode, display the related names of the records and the name
of the user who brings the issue.
11/ Remove the context erasing when writing on a res.users
This is probably coming from the migration to new API of the base module.
The context was not propagated at this moment, which was a common mistake at
that time. When migrating the module, probably by using the 'black box' method,
as the context was not propagated, it was erased on the new version. This is
now an issue because the context (i.e. the enabled companies) was erased when
writing on a res.users, leading to tracebacks.
See: https://github.com/odoo/odoo/commit/7eab8e26d3d46c53f4be924d6a34e80a66e74960#diff-4c2e738ee8f64f11806c889ea097b5e7R624
12/ Fix the crash manager on redirect warnings. The issue is the following
- Create an invoice on a company without a configured CoA.
- Set a partner
- On the onchange_partner_id, a redirect warning is raised to propose you
to configure a CoA
- Click on 'Go to the configuration panel'
- A generic warning says something like 'Do you want to discard your changes?'
- Click on yes, the page refreshes, but not on the redirect action.
Now, set correctly the action on the hash, and reload instead. The breadcrumb is
lost for example, but you reach the correct action at least.
13/ Introduce a res.group to enable/disable the multi company per tab
feature.
14/ To help the users to know which tab is in which company, add the
possibility to have a favicon per company. When creating a company,
the classical 'O' icon is colored by default in a random color.
15/ Remove the company switcher on the frontend. This was mainly there
to allow a user to swicth to the company linked to the website.
This behavior is now transparent to the user. If the website A is
activated, then the company set on the context is the company of the
website.
16/ Deprecated the _company_default_get method on the res.company
model. Remove the method _get_company on the res.users model.
17/ Add 'allowed_company_ids' and 'current_company_id' on the pyeval
context. You can now use those variables on domains in the views to
access directly to the activated company.ies on the current tab.
TaskID: 1960971
closesodoo/odoo#32341
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
General Purpose
===============
We want an 'Employee profile' gathering every data about an employee.
The main form view is modified to become this employee profile.
A user can also see his own profile through the Preferences menu.
The new profile replaces the current Preferences view if the hr module is installed
and the current user is linked to an employee.
A user should be able to see and edit his own profile.
*Problem*:
Many fields on hr.employee are protected by groups="hr.group_hr_user".
Therefore, a regular user cannot see or edit those fields.
This protection must be bypassed to allow read/write access
to the regular user's own data.
A similar mechanism already exists for res.users (for Preferences)
The better (least worst) solution found is to reuse this mechanism by adding related fields on res.users.
Pros:
- Don't change security access on hr.employee
- Don't implement yet another custom security layer, risking to add new security breaches
- A lot of fields are added by other modules on hr.employee.
It would have required to integrate them with the custom security layer.
- Fields added by other modules on the user's preferences view (normal view, not the profile)
are automatically included in the employee's profile view.
- Allow the hr.employee form view to be different than the user profile accessible
through the Preferences menu.
E.g. add custom buttons only relevant to the logged in user such as "Request a leave".
Cons:
- Each field from hr.employee that you want to appear on its profile
must be added as a related field on res.users
- Those related fields must be added to user's preferences view (duplicate views)
- They also must be added to SELF_[READABLE | WRITABLE]_FIELDS
Note:
When the front-end loads the views it gets the list of available fields
for the user (according to its access rights). Later, when the front-end wants to
populate the view with data, it only asks to read those available fields.
However, in this case, we want the user to be able to read/write its own data,
even if they are protected by groups (groups are kept on the related fields on res.users).
The front-end need to be made aware of those fields by sending all field definitions.
hr_attendance
=============
This commit integrate attendance in the new employee profile.
It also adds a stat button to this employee profile showing
the number of hours worked last month.
Remove the boolean computed field 'manual_attendance'.
This field is just a shortcut to add/remove the employee's user
in the "Manual Attendance" group.
The checkbox is confusing on the employee's form and this should
be done through the normal group management screens.
hr_presence
===========
Display the presence status on the employee kanban template.
The status is a colored chip which can be green (present),
orange (to define) or red (absent).
Currently, the presence status is only computed when accessing
the report view. As this commits displays it on the employee kanban,
it should be updated more frequently.
The state should not be updated every time the kanban view is loaded
since the computation is a bit heavy. Instead: add a cron to update
status every 15 minutes.
-> The status is accurate on the report view (status is still updated
when loading the view)
-> The status in accurate at 15 minutes on the kanban view
[ADD] hr_attendance_presence
============================
Bridge module between hr_attendance and hr_presence.
This commit integrates hr_presence module in the employee
profile and adds the presence status on the employee kanban view.
But hr_attendance adds at the same place a similar status icon for
checkin/checkout.
This bridge module makes the status from hr_presence invisible as
hr_attendance should be the main presence control mechanism.
Also, this commit adds the ability (through a new setting option)
for hr_presence to take into account checkin/checkout to determine
the presence status.
l10n_be_hr_payroll
==================
integration with employee profile
- Rewrite the code to new api without changes
business behavior
- Remove old v7 backward compatibility method
- Regroup view definitions in the same xml file
- Use read_group for computed fields
Yannick Tivisse