Criptomart/red-supermercados-coop#6 stock_valuation_layer_category_groupby: add group_by parent categories
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5 changed files with 157 additions and 17 deletions
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## Description
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This module allows grouping by product category in the stock valuation layer reports.
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This module allows grouping by product category at different hierarchy levels in the stock valuation layer reports.
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### Problem
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By default, the `categ_id` field in `stock.valuation.layer` is a related field without storage (`store=False`). This means it cannot be used for grouping in reports and pivot views, even though it can be used for filtering and searching.
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Additionally, when dealing with hierarchical category structures (e.g., Food > Dairy > Cheese > Cheddar), it's often useful to group by different levels of the hierarchy.
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### Solution
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This module makes the `categ_id` field stored (`store=True`) and indexed, which enables:
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- Grouping by product category in list views
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- Grouping by product category in pivot views
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- Grouping by product category in graph views
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This module makes the `categ_id` field stored (`store=True`) and indexed, and adds computed fields for each category hierarchy level (up to 4 levels), enabling:
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- Grouping by product category (full path) in list, pivot, and graph views
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- Grouping by category level 1 (top-level category)
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- Grouping by category level 2 (second-level category)
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- Grouping by category level 3 (third-level category)
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- Grouping by category level 4 (fourth-level category)
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- Better performance when filtering by category
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## Installation
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1. Install the module from the Apps menu
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2. The field will be automatically populated for existing records
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2. The fields will be automatically populated for existing records
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## Usage
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After installation:
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1. Go to Inventory > Reporting > Inventory Valuation
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2. Switch to Pivot or Graph view
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3. Click on "Measures" or group options
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4. You will now see "Product Category" available for grouping
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3. Click on "Group By" options
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4. You will now see multiple category grouping options:
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- **Product Category**: Groups by the full category (leaf node)
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- **Category Level 1**: Groups by top-level category
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- **Category Level 2**: Groups by second-level category
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- **Category Level 3**: Groups by third-level category
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- **Category Level 4**: Groups by fourth-level category
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### Example
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If you have a category structure like:
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- Food (Level 1)
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- Dairy (Level 2)
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- Cheese (Level 3)
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- Cheddar (Level 4)
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You can now group your inventory valuation by "Food" (Level 1), "Dairy" (Level 2), "Cheese" (Level 3), or "Cheddar" (Level 4) as needed.
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## Technical Details
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The module extends `stock.valuation.layer` model and modifies the `categ_id` field to:
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- `store=True`: Store the value in the database
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- `index=True`: Add database index for better performance
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The module extends `stock.valuation.layer` model and:
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- Modifies the `categ_id` field to: `store=True` and `index=True`
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- Adds computed stored fields: `categ_level_1_id`, `categ_level_2_id`, `categ_level_3_id`, `categ_level_4_id`
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- Uses the `parent_path` field from `product.category` to determine hierarchy levels
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The field remains a related field, so it will automatically update when the product category changes.
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All fields are indexed for better performance and are automatically updated when product categories change.
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## Bug Tracker
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@ -6,8 +6,8 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-12-04 17:24+0000\n"
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"PO-Revision-Date: 2025-12-04 17:24+0000\n"
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"POT-Creation-Date: 2025-12-10 17:24+0000\n"
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"PO-Revision-Date: 2025-12-10 17:24+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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@ -21,6 +21,30 @@ msgstr ""
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msgid "Product Category"
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msgstr "Categoría de producto"
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_1_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 1"
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msgstr "Categoría Nivel 1"
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_2_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 2"
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msgstr "Categoría Nivel 2"
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_3_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 3"
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msgstr "Categoría Nivel 3"
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_4_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 4"
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msgstr "Categoría Nivel 4"
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__smart_search
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msgid "Smart Search"
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@ -6,8 +6,8 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-12-04 17:24+0000\n"
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"PO-Revision-Date: 2025-12-04 17:24+0000\n"
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"POT-Creation-Date: 2025-12-10 17:24+0000\n"
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"PO-Revision-Date: 2025-12-10 17:24+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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@ -21,6 +21,30 @@ msgstr ""
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msgid "Product Category"
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msgstr ""
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_1_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 1"
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msgstr ""
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_2_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 2"
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msgstr ""
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_3_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 3"
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msgstr ""
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__categ_level_4_id
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#: model_terms:ir.ui.view,arch_db:stock_valuation_layer_category_groupby.view_inventory_valuation_search_category
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msgid "Category Level 4"
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msgstr ""
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#. module: stock_valuation_layer_category_groupby
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#: model:ir.model.fields,field_description:stock_valuation_layer_category_groupby.field_stock_valuation_layer__smart_search
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msgid "Smart Search"
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@ -1,7 +1,7 @@
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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from odoo import api, fields, models
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class StockValuationLayer(models.Model):
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@ -9,3 +9,55 @@ class StockValuationLayer(models.Model):
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# Make categ_id stored to allow grouping in reports
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categ_id = fields.Many2one(store=True, index=True)
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# Category hierarchy levels for grouping
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categ_level_1_id = fields.Many2one(
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comodel_name="product.category",
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string="Category Level 1",
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compute="_compute_category_levels",
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store=True,
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index=True,
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)
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categ_level_2_id = fields.Many2one(
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comodel_name="product.category",
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string="Category Level 2",
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compute="_compute_category_levels",
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store=True,
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index=True,
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)
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categ_level_3_id = fields.Many2one(
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comodel_name="product.category",
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string="Category Level 3",
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compute="_compute_category_levels",
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store=True,
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index=True,
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)
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categ_level_4_id = fields.Many2one(
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comodel_name="product.category",
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string="Category Level 4",
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compute="_compute_category_levels",
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store=True,
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index=True,
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)
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@api.depends("categ_id", "categ_id.parent_path")
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def _compute_category_levels(self):
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"""Compute category hierarchy levels for better grouping options."""
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for layer in self:
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if not layer.categ_id or not layer.categ_id.parent_path:
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layer.categ_level_1_id = False
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layer.categ_level_2_id = False
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layer.categ_level_3_id = False
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layer.categ_level_4_id = False
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continue
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# parent_path format: "1/2/3/" where each number is a category ID
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path_ids = [
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int(x) for x in layer.categ_id.parent_path.split("/") if x.isdigit()
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]
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# Assign levels based on hierarchy
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layer.categ_level_1_id = path_ids[0] if len(path_ids) >= 1 else False
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layer.categ_level_2_id = path_ids[1] if len(path_ids) >= 2 else False
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layer.categ_level_3_id = path_ids[2] if len(path_ids) >= 3 else False
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layer.categ_level_4_id = path_ids[3] if len(path_ids) >= 4 else False
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name="group_by_categ_id"
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context="{'group_by': 'categ_id'}"
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/>
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<filter
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string="Category Level 1"
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name="group_by_categ_level_1"
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context="{'group_by': 'categ_level_1_id'}"
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/>
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<filter
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string="Category Level 2"
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name="group_by_categ_level_2"
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context="{'group_by': 'categ_level_2_id'}"
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/>
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<filter
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string="Category Level 3"
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name="group_by_categ_level_3"
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context="{'group_by': 'categ_level_3_id'}"
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/>
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<filter
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string="Category Level 4"
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name="group_by_categ_level_4"
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context="{'group_by': 'categ_level_4_id'}"
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/>
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</filter>
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</field>
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</record>
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