sethy final

bemade_sethy_configuration/__manifest__.py

@@ -27,6 +27,7 @@
     'data': [
         # Reference to XML, CSV, and other data files
         'data/membership_category_data.xml',
+        'data/ir_cron_data.xml',
         'data/product_template_data.xml',
         'data/partner_category_data.xml',
         'data/partner_relation_type_data.xml',
@@ -36,7 +37,7 @@
         'views/property_view.xml',
         'views/res_partner_views.xml',
         'security/ir.model.access.csv',
-
+        'wizard/transfer_property_wizard_views.xml'
     ],
     'demo': [
         # Reference to demo data files

bemade_sethy_configuration/data/ir_cron_data.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <record id="ir_cron_mail_scheduler_action" model="ir.cron">
+            <field name="name">Sethy: Update relation</field>
+            <field name="model_id" ref="model_res_partner"/>
+            <field name="state">code</field>
+            <field name="code">partners = env['res.partner'].search([])
+for rec in partners:
+    rec._compute_relation_count()
+            </field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">12</field>
+            <field name="interval_type">months</field>
+            <field name="numbercall">-1</field>
+            <field eval="False" name="doall"/>
+            <field eval="False" name="active"/>
+        </record>
+    </data>
+</odoo>

bemade_sethy_configuration/models/res_partner.py

@@ -2,27 +2,38 @@
 
 from odoo import api, fields, models, _
 from odoo.addons.website.models import ir_http
+import logging
 
+_logger = logging.getLogger(__name__)
 
 class ResPartner(models.Model):
     _inherit = 'res.partner'
 
     @api.model
-    def _property_category_id(self):
+    def _tag_property(self):
         return self.env.ref('bemade_sethy_configuration.partner_tag_property', raise_if_not_found=False)
 
-    surface = fields.Float(string='Surface (ha)')  # terrain
-    lot_number = fields.Text(string='Lot Number')  # terrain
+    @api.model
+    def _tag_owner(self):
+        return self.env.ref('bemade_sethy_configuration.partner_tag_owner', raise_if_not_found=False)
 
-    ref_project = fields.Text(string='Project No')  # proprio
-    intent_signing = fields.Boolean(string='Intent to sign')  # proprio
-    cyberimpact = fields.Boolean(string='Cyberimpact')  # proprio
-    specification_date = fields.Date(string='Specification date')  # proprio
-    crm_stage_activity = fields.Text(string='Activity Stage')  # proprio
+    @api.model
+    def _relation_owner_property(self):
+        return self.env.ref('bemade_sethy_configuration.partner_relation_property', raise_if_not_found=False)
 
-    property_count = fields.Integer(string='Property count', compute='_compute_property_count', store=True)
-    is_owner = fields.Boolean(string='Is Owner', compute='_compute_property_count', store=True)
+    # Add new fields to the res.partner model for property management
+    surface = fields.Float(string='Surface (ha)')
+    lot_number = fields.Text(string='Lot Number')
 
+    # Add new fields to the res.partner model for owner/member management
+    ref_project = fields.Text(string='Project No')
+    intent_signing = fields.Boolean(string='Intent to sign')
+    cyberimpact = fields.Boolean(string='Cyberimpact')
+    specification_date = fields.Date(string='Specification date')
+    crm_stage_activity = fields.Text(string='Activity Stage')
+    company_use = fields.Text(string='Company related')
+
+    # Add new fields to the res.partner model for member management
     sethy_first_date = fields.Date(string='First membership date')  # member
     sethy_last_date = fields.Date(string='Last membership date')  # member
     sethy_renew_date = fields.Date(string='Next renew date date')  # member
@@ -32,7 +43,6 @@ class ResPartner(models.Model):
 
     is_property = fields.Boolean(
         string='Is Property',
-        default=False,
         compute='_compute_is_property',
         inverse='_inverse_is_property',
         store=True
@@ -46,60 +56,149 @@ class ResPartner(models.Model):
             ('4', 'High')],
         string='Interest Level')  # proprio
 
-    company_use = fields.Text(string='Company related')  # proprio
-
+    # Filtered fields relation_all_ids for owner
     relation_owner_ids = fields.One2many(
         "res.partner.relation.all",
-        compute="_compute_owner_ids",
-        string="Owner ids"
+        compute="_compute_relation_property_owner",
+        string="Owner ids",
+        compute_sudo=True,
     )
 
+    # Filtered fields relation_all_ids for property
     relation_property_ids = fields.One2many(
         "res.partner.relation.all",
-        compute="_compute_property_ids",
-        string="Property ids"
+        compute="_compute_relation_property_owner",
+        string="Property ids",
+        compute_sudo=True,
     )
 
+    # Add new fields to the res.partner model for owner management
+    property_count = fields.Integer(
+        string='Property count',
+        compute='_compute_property_count',
+        store=True,
+        compute_sudo=True
+    )
+
+    is_owner = fields.Boolean(
+        string='Is Owner',
+        compute='_compute_owner',
+        store=True,
+        compute_sudo=True,
+    )
+
+    @api.depends('relation_all_ids')
+    def _compute_owner(self):
+        #owner_tag = self._tag_owner()
+        owner_tag = self.env.ref('bemade_sethy_configuration.partner_tag_owner', raise_if_not_found=False)
+        for record in self:
+            record.is_owner = record.relation_count > 0
+            if record.is_owner:
+                record.category_id |= owner_tag
+            else:
+                record.category_id -= owner_tag
+
+    # this is an hugly fix because @api depends doesn't work on new function so hacking it here
+    @api.depends("relation_all_ids")
+    def _compute_relation_count(self):
+        super()._compute_relation_count()
+        #owner_tag = self._tag_owner()
+        owner_tag = self.env.ref('bemade_sethy_configuration.partner_tag_owner', raise_if_not_found=False)
+        for record in self:
+            for line in record.relation_all_ids:
+                if line.active and line.type_id == owner_tag:
+                    record.relation_count += 1
+            record.is_owner = record.relation_count > 0 and not record.is_property
+            if record.is_owner:
+                record.category_id |= owner_tag
+            else:
+                record.category_id -= owner_tag
+
     @api.depends('category_id')
     def _compute_is_property(self):
+        default_is_property = self._context.get('default_is_property', None)
+        #property_tag = self._tag_property()
         property_tag = self.env.ref('bemade_sethy_configuration.partner_tag_property', raise_if_not_found=False)
         for partner in self:
             # Check if the property tag exists.  If it doesn't, set is_property to False.
             # Because module installation order is not guaranteed, the tag may not exist yet when this method is called.
             # This is due to store=True on the is_property field.
-            if property_tag is None:
-                partner.is_property = False
+            if default_is_property is not None and not self.id:
+                partner.is_property = default_is_property
             else:
-                partner.is_property = property_tag and property_tag in partner.category_id
+                if property_tag is None:
+                    partner.is_property = False
+                else:
+                    partner.is_property = property_tag and property_tag in partner.category_id
+
 
     def _inverse_is_property(self):
+        #property_tag = self._tag_property()
         property_tag = self.env.ref('bemade_sethy_configuration.partner_tag_property', raise_if_not_found=False)
-        for partner in self:
-            if partner.is_property and property_tag not in partner.category_id and property_tag:
-                partner.category_id |= property_tag
-            elif not partner.is_property and property_tag in partner.category_id:
-                partner.category_id -= property_tag
+        if property_tag is not None:
+            for partner in self:
+                if partner.is_property and property_tag not in partner.category_id and property_tag:
+                    partner.category_id |= property_tag
+                elif not partner.is_property and property_tag in partner.category_id:
+                    partner.category_id -= property_tag
 
-    @api.depends('relation_property_ids')
+    @api.depends("relation_all_ids")
     def _compute_property_count(self):
         for record in self:
-            record.property_count = len(record.relation_property_ids)
+            #owner_tag = self._tag_owner()
+            owner_tag = self.env.ref('bemade_sethy_configuration.partner_tag_owner', raise_if_not_found=False)
+            record.property_count = len(record._get_owners())
             record.is_owner = record.property_count > 0
+            if owner_tag is not None:
+                if record.is_owner:
+                    record.category_id |= owner_tag
+                else:
+                    record.category_id -= owner_tag
 
-    @api.depends('relation_all_ids')
-    def _compute_owner_ids(self):
+    @api.depends(
+        'relation_all_ids',
+        'relation_all_ids.type_id',
+        'relation_all_ids.date_end',
+        'relation_all_ids.this_partner_id',
+        'relation_all_ids.other_partner_id',
+        'relation_all_ids.is_inverse'
+    )
+    def _compute_relation_property_owner(self):
         for record in self:
-            record.relation_owner_ids = record.relation_all_ids.filtered(
-                lambda line: (
-                    line.type_id.name == 'Owner' and not line.is_inverse)
-            )
-    @api.depends('relation_all_ids')
-    def _compute_property_ids(self):
-        for record in self:
-            record.relation_property_ids = record.relation_all_ids.filtered(
-                lambda line: (
-                    line.type_id.name == 'Owner' and line.is_inverse)
-            )
+            # relations = self.env['res.partner.relation.all']
+            # for line in record.relation_all_ids:
+            #     if active and is_property and is_inverse:
+            #         relations |= line
+            # record.relation_property_ids = relations
+            record.relation_property_ids = record._get_properties()
+            record.relation_owner_ids = record._get_owners()
+            # Just for debugging below this line
+            type_property = self._relation_owner_property()
+            #type_property = self.env.ref('bemade_sethy_configuration.partner_relation_property')
+            for line in record.relation_all_ids:
+                active = line.active
+                is_property = line.type_id == type_property
+                is_inverse = line.is_inverse
+                _logger.info(f"This partner: {line.this_partner_id.name}")
+                _logger.info(f"Other partner: {line.other_partner_id.name}")
+                _logger.info(f"Active: {active}, Property: {is_property}, Inverse: {is_inverse}, Type: {line.type_id.name}")
+
+    def _get_properties(self):
+        self.ensure_one()
+        #type_property = self._relation_owner_property()
+        type_property = self.env.ref('bemade_sethy_configuration.partner_relation_property')
+        return self.relation_all_ids.filtered(
+            lambda line: (line.type_id.id == type_property.id and line.is_inverse and line.active)
+        )
+
+    def _get_owners(self):
+        self.ensure_one()
+        #type_property = self._relation_owner_property()
+        type_property = self.env.ref('bemade_sethy_configuration.partner_relation_property', raise_if_not_found=False)
+        return self.relation_all_ids.filtered(
+            lambda line: (line.type_id.id == type_property.id and not line.is_inverse and line.active)
+        )
+
     @api.onchange('lot_number')
     def _onchange_lot_number(self):
         for lot in self:

bemade_sethy_configuration/security/ir.model.access.csv

@@ -1,3 +1,2 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_create_property_wizard_salesman,"Access Create Property Wizard Salesman",model_create_property_wizard,sales_team.group_sale_salesman,1,1,1,1
-access_create_property_wizard_manager,"Access Create Property Wizard Manager",model_create_property_wizard,sales_team.group_sale_manager,1,1,1,1
+access_transfer_property_wizard,access_transfer_property_wizard,model_transfer_property_wizard,base.group_user,1,1,1,1

bemade_sethy_configuration/views/property_view.xml

@@ -18,6 +18,22 @@
         </field>
     </record>
 
+    <record model="ir.ui.view" id="kanban_property">
+        <field name="name">res.partner.kanban.property</field>
+        <field name="model">res.partner</field>
+        <field name="arch" type="xml">
+            <kanban class="o_res_partner_kanban">
+                <field name="display_name"/>
+                <field name="city"/>
+                <field name="zip"/>
+                <field name="state_id"/>
+                <field name="country_id"/>
+                <field name="category_id" widget="many2many_tags" options="{'color_field': 'color'}"/>
+                <field name="active" invisible="1"/>
+            </kanban>
+        </field>
+    </record>
+
     <menuitem
         name="Property"
         id="menu_property"
@@ -29,10 +45,10 @@
     <record id="action_properties" model="ir.actions.act_window">
         <field name="name">Properties</field>
         <field name="res_model">res.partner</field>
-        <field name="view_mode">tree,form</field>
+        <field name="view_mode">kanban,tree,form</field>
         <field name="view_id" ref="tree_property"/>
         <field name="domain">[('is_property','=',True)]</field>
-        <field name="context">{'default_is_property': True}</field>
+        <field name="context">{'default_is_property': True, 'default_is_company': True}</field>
     </record>
 
     <menuitem

bemade_sethy_configuration/views/res_partner_views.xml

@@ -1,9 +1,19 @@
 <?xml version="1.0" encoding="UTF-8" ?>
 <odoo>
 
-    <record id="action_add_property" model="ir.actions.act_window">
-        <field name="name">Add Property</field>
-        <field name="res_model">create.property.wizard</field>
+    <record id="open_partner_form" model="ir.actions.act_window">
+        <field name="name">Open Partner</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">form</field>
+        <field name="target">current</field>
+    </record>
+
+    <!-- Action pour ouvrir l'assistant de transfert de propriété -->
+    <record id="action_start_transfer_property_wizard" model="ir.actions.act_window">
+        <field name="name">Transfer Property</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">transfer.property.wizard</field>
         <field name="view_mode">form</field>
         <field name="target">new</field>
     </record>
@@ -13,17 +23,44 @@
         <field name="model">res.partner</field>
         <field name="inherit_id" ref="base.view_partner_form"/>
         <field name="arch" type="xml">
+            <sheet position="before">
+                <header>
+                    <button name="%(action_start_transfer_property_wizard)d"
+                            type="action"
+                            class="btn-primary"
+                            string="Transfer Property"
+                            context="{'default_property_id': id}"
+                            invisible="is_property == False"
+                    />
+                </header>
+            </sheet>
+
             <field name="company_type" position="after">
-                <field name="is_property" invisible="False"/>
+                <field name="is_property" invisible="True"/>
             </field>
 
-            <xpath expr="//field[@name='name' and @id='company']" position="replace">
-                <field id="company" class="text-break" name="name" default_focus="1"
-                       placeholder="e.g. Lumber Inc"
-                       required="type == 'contact'"
-                       invisible="not is_company or is_property"/>
-                <field id="lot_number" class="text-break" name="lot_number" placeholder="123456789"
-                       invisible="not is_property"/>
+            <field name="company_type" position="attributes">
+                <attribute name="invisible">is_property == True</attribute>
+            </field>
+
+            <field name="vat" position="before">
+                <field name="ref" position="move"/>
+            </field>
+
+            <xpath expr="//field[@name='name' and @id='company']" position="attributes">
+                <attribute name="invisible">not is_company or is_property</attribute>
+            </xpath>
+
+            <xpath expr="//field[@name='name' and @id='individual']" position="attributes">
+                <attribute name="invisible">is_company or is_property</attribute>
+            </xpath>
+
+            <xpath expr="//field[@name='name' and @id='company']" position="after">
+                <field  id="lot_number"
+                        class="text-break"
+                        name="lot_number" placeholder="123456789"
+                        invisible="not is_property"
+                />
             </xpath>
 
             <button name="schedule_meeting" position="attributes">
@@ -34,6 +71,10 @@
                 <attribute name="invisible">is_property == True</attribute>
             </button>
 
+            <xpath expr="//field[@name='parent_id']/ancestor::div[hasclass('o_row')]" position="attributes">
+                <attribute name="invisible">is_property == True</attribute>
+            </xpath>
+
             <button name="action_view_partner_invoices" position="attributes">
                 <attribute name="invisible">is_property == True</attribute>
             </button>
@@ -65,41 +106,41 @@
             <xpath expr="//field[@name='function']/ancestor::group[1]" position="after">
                 <group invisible="is_property ==  False">
                     <field name="surface"/>
-                    <field name="category_id" widget="many2many_tags"
-                           options="{'color_field': 'color', 'no_create_edit': True}"/>
+                    <field  name="category_id"
+                            widget="many2many_tags"
+                            options="{'color_field': 'color', 'no_create_edit': True}"
+                    />
                 </group>
             </xpath>
-
             <xpath expr="//page[@name='contact_addresses']" position="after">
                 <page string="Property" name="bemade_sethy_configuration.res_partner.defaults.form">
                     <field name="relation_property_ids" string="All Owners" invisible="is_property == False">
-                        <tree editable="top">
-                            <field name="other_partner_id"
-                                   required="True"
-                                   options="{'no_create': True}"
-                                   string="Owner"/>
+                        <tree>
+                            <field  name="other_partner_id"
+                                    required="True"
+                                    options="{'no_create': True}"
+                                    string="Owner"
+                            />
                             <field name="date_start"/>
                             <field name="date_end"/>
+
                         </tree>
                     </field>
                     <field name="relation_owner_ids" string="All Properties" invisible="is_property == True">
-                        <tree editable="top">
-                            <field name="other_partner_id"
-                                   required="True"
-                                   options="{'no_create': True}"
-                                   string="Property"/>
+                        <tree>
+                            <field  name="other_partner_id"
+                                    required="True"
+                                    options="{'no_create': True}"
+                                    string="Property"
+                            />
                             <field name="date_start"/>
                             <field name="date_end"/>
+
                         </tree>
                     </field>
-                    <button name="%(action_add_property)d"
-                            type="action"
-                            class="oe_highlight"
-                            string="Add Property"
-                            invisible="is_property == True"
-                    />
                 </page>
             </xpath>
+
             <xpath expr="//page[@name='contact_addresses']" position="after">
                 <page string="Sethy" name="bemade_sethy_configuration.res_partner.page.sethy">
                     <group>
@@ -114,6 +155,18 @@
         </field>
     </record>
 
+    <record id="view_res_partner_search_inherit" model="ir.ui.view">
+        <field name="name">res.partner.search.inherit</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_res_partner_filter"/>
+        <field name="arch" type="xml">
+            <xpath expr="//filter[@name='inactive']" position="before">
+                <field name="ref"/>
+                <filter string="Owner" name="owner" domain="[('is_owner', '=', True)]"/>
+            </xpath>
+        </field>
+    </record>
+
 <!--    <record id="view_res_partner_filter_inherit" model="ir.ui.view">-->
 <!--        <field name="name">res.partner.select.inherit</field>-->
 <!--        <field name="model">res.partner</field>-->

bemade_sethy_configuration/wizard/__init__.py

@@ -1 +1 @@
-from . import property_wizard
+from . import transfer_property_wizard

bemade_sethy_configuration/wizard/property_wizard.py

@@ -1,31 +0,0 @@
-from odoo import models, fields, api
-
-class CreatePropertyWizard(models.TransientModel):
-    _name = 'create.property.wizard'
-    _description = 'Property Wizard'
-
-    property_id = fields.Many2one(
-        comodel_name='res.partner',
-        string='Property',
-        domain=[('is_property', '=', True)],
-        required=True
-    )
-
-    def action_done(self):
-        # Here process your data, for example:
-        self.env['res.partner'].browse(self._context.get('active_ids')).write({'property_id': self.property_id.id})
-
-    def action_create_property(self):
-        # Redirect to the form view of 'res.partner' for user to create new property
-        return {
-            'type': 'ir.actions.act_window',
-            'res_model': 'res.partner',
-            'view_mode': 'form',
-            'view_type': 'form',
-            'context': {"default_is_property": True},
-            'target': 'new',
-        }
-
-    def action_select_property(self):
-        # wizard action goes here. Use self.partner_id for selected property
-        pass

bemade_sethy_configuration/wizard/property_wizard_views.xml

@@ -1,20 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <record id="property_wizard_form_view" model="ir.ui.view">
-        <field name="name">property.wizard.form</field>
-        <field name="model">property.wizard</field>
-        <field name="type">form</field>
-        <field name="arch" type="xml">
-            <form string="Property Wizard">
-                <group>
-                    <field name="partner_id"/>
-                </group>
-                <footer>
-                    <button name="action_create_property" string="Create new Property" type="object" class="btn-primary"/>
-                    <button name="action_select_property" string="Select Property" type="object" class="btn-primary"/>
-                    <button string="Cancel" class="oe_link" special="cancel"/>
-                </footer>
-            </form>
-        </field>
-    </record>
-</odoo>

bemade_sethy_configuration/wizard/transfer_property_wizard.py

@@ -0,0 +1,44 @@
+from odoo import models, fields, api
+from datetime import timedelta
+
+class TransferPropertyWizard(models.TransientModel):
+    _name = 'transfer.property.wizard'
+    _description = 'Transfer Property Wizard'
+
+    property_id = fields.Many2one(
+        comodel_name='res.partner',
+        string='Property',
+        domain=[('is_property', '=', True)],
+        required=True
+    )
+
+    new_owner_id = fields.Many2many(
+        comodel_name='res.partner',
+        string='New Owner',
+        required=True,
+        domain=[('is_property', '=', False)],
+    )
+
+    transfer_date = fields.Date(
+        string='Transfer Date',
+        required=True,
+        default=fields.Date.today()
+    )
+
+    def action_transfer_property(self):
+        if self.property_id.relation_property_ids.filtered("active"):
+            for old_owner_relation in self.property_id.relation_property_ids.filtered("active"):
+                if old_owner_relation.date_start and old_owner_relation.date_start >= self.transfer_date:
+                    old_owner_relation.unlink()
+                else:
+                    old_owner_relation.write({'date_end': self.transfer_date - timedelta(days=1)})
+                old_owner_relation.this_partner_id._compute_owner()
+        for new_owner in self.new_owner_id:
+            self.env['res.partner.relation.all'].create({
+                'this_partner_id': new_owner.id,
+                'other_partner_id': self.property_id.id,
+                'type_id': self.env.ref('bemade_sethy_configuration.partner_relation_property').id,
+                'date_start': self.transfer_date,
+            })
+            new_owner._compute_owner()
+        return {'type': 'ir.actions.act_window_close'}

bemade_sethy_configuration/wizard/transfer_property_wizard_views.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="property_transfer_wizard_form_view" model="ir.ui.view">
+        <field name="name">property.transfer.wizard.form</field>
+        <field name="model">transfer.property.wizard</field>
+        <field name="type">form</field>
+        <field name="arch" type="xml">
+            <form string="Property Wizard">
+                <group>
+                    <field name="property_id"/>
+                    <field name="transfer_date"/>
+                </group>
+                <group>
+                    <field name="new_owner_id"/>
+                </group>
+                <footer>
+                    <button name="action_transfer_property" string="Transfer Property" type="object" class="btn-primary"/>
+                    <button string="Cancel" class="oe_link" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>