[18.0][IMP] sale_elaboration: elaboration profile from product category

sale_elaboration/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 ================
 Sale Elaboration
 ================
@@ -17,7 +13,7 @@ Sale Elaboration
 .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
     :target: https://odoo-community.org/page/development-status
     :alt: Production/Stable
-.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
@@ -75,6 +71,15 @@ To configure this module you need to:
 You can define elaboration profiles to limit the elaborations that can
 be selected for each product.
 
+To set the profile globally for a product category:
+
+1. Go to *Inventory > Configuration > Product Categories* and choose
+   one.
+2. In the **Logistics** sections, you can set the desired **Elaboration
+   profile**.
+
+If you want to set an specific elaboration profile for a product:
+
 1. Go to *Sale > Configuration > Elaborations > Sale Elaboration
    Profile*.
 2. Create a new record.

sale_elaboration/__manifest__.py

@@ -26,6 +26,7 @@
         "reports/report_base.xml",
         "reports/report_deliveryslip.xml",
         "reports/report_picking_operations.xml",
+        "views/product_category_views.xml",
     ],
     "demo": ["demo/sale_elaboration_demo.xml"],
     "pre_init_hook": "pre_init_hook",

sale_elaboration/models/__init__.py

@@ -1,5 +1,6 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 from . import product
+from . import product_category
 from . import product_elaboration
 from . import product_elaboration_mixin
 from . import product_elaboration_profile

sale_elaboration/models/product.py

@@ -7,5 +7,8 @@ class ProductProduct(models.Model):
     _inherit = "product.product"
 
     elaboration_profile_id = fields.Many2one(
-        comodel_name="product.elaboration.profile", ondelete="restrict"
+        comodel_name="product.elaboration.profile",
+        ondelete="restrict",
+        help="Keep this field empty to use the default value from the product "
+        "category.",
     )

sale_elaboration/models/product_category.py

@@ -0,0 +1,11 @@
+# Copyright 2025 Moduon Team S.L. <info@moduon.team>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class ProductCategory(models.Model):
+    _inherit = "product.category"
+
+    elaboration_profile_id = fields.Many2one(
+        comodel_name="product.elaboration.profile", string="Elaboration Profile"
+    )

sale_elaboration/models/product_template.py

@@ -12,6 +12,8 @@ class ProductTemplate(models.Model):
         compute="_compute_elaboration_profile_id",
         inverse="_inverse_elaboration_profile_id",
         store=True,
+        help="Keep this field empty to use the default value from the product "
+        "category.",
     )
 
     @api.depends("product_variant_ids", "product_variant_ids.elaboration_profile_id")

sale_elaboration/models/sale_order.py

@@ -48,7 +48,8 @@ class SaleOrderLine(models.Model):
     date_order = fields.Datetime(related="order_id.date_order", string="Date")
     route_id = fields.Many2one(compute="_compute_route_id", store=True, readonly=False)
     elaboration_profile_id = fields.Many2one(
-        related="product_id.elaboration_profile_id"
+        comodel_name="product.elaboration.profile",
+        compute="_compute_elaboration_profile_id",
     )
     elaboration_price_unit = fields.Float(
         "Elab. Price", compute="_compute_elaboration_price_unit", store=True
@@ -59,6 +60,16 @@ class SaleOrderLine(models.Model):
         help=("Dummy field to be able to find prepared lines"),
     )
 
+    @api.depends("product_id")
+    def _compute_elaboration_profile_id(self):
+        """Order of applicability: product profile > category profile > no profile"""
+        self.elaboration_profile_id = False
+        for line in self.filtered("product_id"):
+            line.elaboration_profile_id = (
+                line.product_id.elaboration_profile_id
+                or line.product_id.categ_id.elaboration_profile_id
+            )
+
     def get_elaboration_stock_route(self):
         self.ensure_one()
         return self.elaboration_ids.route_ids[:1]

sale_elaboration/readme/CONFIGURE.md

@@ -14,6 +14,13 @@ To configure this module you need to:
 You can define elaboration profiles to limit the elaborations that can be
 selected for each product.
 
+To set the profile globally for a product category:
+
+1. Go to *Inventory > Configuration > Product Categories* and choose one.
+2. In the **Logistics** sections, you can set the desired **Elaboration profile**.
+
+If you want to set an specific elaboration profile for a product:
+
 1.  Go to *Sale \> Configuration \> Elaborations \> Sale Elaboration Profile*.
 2.  Create a new record.
 3.  Select the elaborations included to the profile.

sale_elaboration/static/description/index.html

@@ -3,7 +3,7 @@
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
 <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>README.rst</title>
+<title>Sale Elaboration</title>
 <style type="text/css">
 
 /*
@@ -360,21 +360,16 @@
 </style>
 </head>
 <body>
-<div class="document">
+<div class="document" id="sale-elaboration">
+<h1 class="title">Sale Elaboration</h1>
 
-
-<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
-<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
-</a>
-<div class="section" id="sale-elaboration">
-<h1>Sale Elaboration</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:cc865ea78ca02010b937cb1efe667a70e78a45925709c11885caa5c92452df3c
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_elaboration"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_elaboration"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_elaboration"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_elaboration"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module extends the functionality of sales orders to allow to set an
 elaboration on lines that will add an extra order line with an
 elaboration product linked to it when the delivery order is validated.</p>
@@ -401,13 +396,13 @@ <h1>Sale Elaboration</h1>
 </ul>
 </div>
 <div class="section" id="use-cases-context">
-<h2><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
 <p>This module was created to meet the need of providing the customer with
 products that are not transformed into something new, but rather require
 a simple preparation process. Example: Scaling a fish</p>
 </div>
 <div class="section" id="configuration">
-<h2><a class="toc-backref" href="#toc-entry-2">Configuration</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
 <p>To configure this module you need to:</p>
 <ol class="arabic simple">
 <li>Go to <em>Sale &gt; Configuration &gt; Elaborations &gt; Sale Elaboration</em>.</li>
@@ -422,6 +417,14 @@ <h2><a class="toc-backref" href="#toc-entry-2">Configuration</a></h2>
 </ol>
 <p>You can define elaboration profiles to limit the elaborations that can
 be selected for each product.</p>
+<p>To set the profile globally for a product category:</p>
+<ol class="arabic simple">
+<li>Go to <em>Inventory &gt; Configuration &gt; Product Categories</em> and choose
+one.</li>
+<li>In the <strong>Logistics</strong> sections, you can set the desired <strong>Elaboration
+profile</strong>.</li>
+</ol>
+<p>If you want to set an specific elaboration profile for a product:</p>
 <ol class="arabic simple">
 <li>Go to <em>Sale &gt; Configuration &gt; Elaborations &gt; Sale Elaboration
 Profile</em>.</li>
@@ -431,7 +434,7 @@ <h2><a class="toc-backref" href="#toc-entry-2">Configuration</a></h2>
 </ol>
 </div>
 <div class="section" id="usage">
-<h2><a class="toc-backref" href="#toc-entry-3">Usage</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
 <ol class="arabic simple">
 <li>Go to <em>Sale &gt; Quotations</em>.</li>
 <li>Create a sales order.</li>
@@ -447,23 +450,23 @@ <h2><a class="toc-backref" href="#toc-entry-3">Usage</a></h2>
 </ol>
 </div>
 <div class="section" id="bug-tracker">
-<h2><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
 In case of trouble, please check there if your issue has already been reported.
 If you spotted it first, help us to smash it by providing a detailed and welcomed
 <a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_elaboration%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h2><a class="toc-backref" href="#toc-entry-5">Credits</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
 <div class="section" id="authors">
-<h3><a class="toc-backref" href="#toc-entry-6">Authors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
 <ul class="simple">
 <li>Tecnativa</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
 <li>Sergio Teruel</li>
@@ -477,7 +480,7 @@ <h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h3><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org">
 <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -492,6 +495,5 @@ <h3><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h3>
 </div>
 </div>
 </div>
-</div>
 </body>
 </html>

sale_elaboration/tests/test_sale_elaboration.py

@@ -1,5 +1,6 @@
 # Copyright 2018 Tecnativa - Sergio Teruel
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import Command
 from odoo.tests import Form, tagged
 
 from odoo.addons.account.tests.common import AccountTestInvoicingCommon
@@ -11,9 +12,21 @@ class TestSaleElaboration(AccountTestInvoicingCommon):
     def setUpClass(cls):
         super().setUpClass()
         cls.Elaboration = cls.env["product.elaboration"]
+        cls.ElaborationProfile = cls.env["product.elaboration.profile"]
+        cls.category_1 = cls.env["product.category"].create({"name": "Meat"})
+        cls.category_2 = cls.env["product.category"].create({"name": "Fish"})
         cls.product = cls.env["product.product"].create(
             {"name": "test", "tracking": "none", "list_price": 1000}
         )
+        cls.product_2 = cls.env["product.product"].create(
+            {"name": "test 2", "tracking": "none", "list_price": 1000}
+        )
+        cls.product_3 = cls.env["product.product"].create(
+            {"name": "test 2", "tracking": "none", "list_price": 1000}
+        )
+        cls.product.categ_id = cls.category_1
+        cls.product_2.categ_id = cls.category_2
+        cls.product_3.categ_id = cls.category_1
         cls.product_elaboration_A = cls.env["product.product"].create(
             {
                 "name": "Product Elaboration A",
@@ -65,9 +78,25 @@ def setUpClass(cls):
                 "product_id": cls.product_elaboration_B.id,
             }
         )
+        cls.elaboration_profile_a = cls.ElaborationProfile.create(
+            {
+                "name": "Elaboration Profile A",
+                "elaboration_ids": [
+                    Command.set([cls.elaboration_a.id, cls.elaboration_b.id])
+                ],
+            }
+        )
+        cls.elaboration_profile_b = cls.ElaborationProfile.create(
+            {
+                "name": "Elaboration Profile B",
+                "elaboration_ids": [Command.set(cls.elaboration_a.ids)],
+            }
+        )
+        cls.product.elaboration_profile_id = cls.elaboration_profile_a
         cls.order = cls._create_sale_order(
             cls, [(cls.product, 10, [cls.elaboration_a])]
         )
+        cls.category_1.elaboration_profile_id = cls.elaboration_profile_b
 
     def _create_sale_order(self, products_info):
         order_form = Form(self.env["sale.order"])

sale_elaboration/views/product_category_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record
+        model="ir.ui.view"
+        id="sale_elaboration_product_category_view_form_inherit_elaboration_id"
+    >
+        <field name="name">product.category.view.form.sale.elaboration</field>
+        <field name="model">product.category</field>
+        <field name="inherit_id" ref="product.product_category_form_view" />
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='logistics']" position="inside">
+                <field name="elaboration_profile_id" />
+            </xpath>
+        </field>
+    </record>
+</odoo>