Multi-company Guidelines

As of version 13.0, a user can be logged in multiple companies at once. This allows the user to access information from multiple companies but also to create/edit records in a multi-company environment.

If not handled correctly, it may be the source of a lot of inconsistent multi-company behaviors. For instance, a user logged in both companies A and B could create a sales order in company A and add products belonging to company B to it. It is only when the user will log out from company B that access errors will occur for the sales order.

To correctly manage multi-company behaviors, Odoo’s ORM provides multiple features:

Зависимые от компании поля

When a record is available from multiple companies, we must expect that different values will be assigned to a given field depending on the company from which the value is set.

For the field of a same record to support several values, it must be defined with the attribute [UNKNOWN NODE title_reference] set to [UNKNOWN NODE title_reference].

from odoo import api, fields, models

class Record(models.Model):
    _name = 'record.public'

    info = fields.Text()
    company_info = fields.Text(company_dependent=True)
    display_info = fields.Text(string='Infos', compute='_compute_display_info')

    @api.depends_context('force_company')
    def _compute_display_info(self):
        for record in self:
            record.display_info = record.info + record.company_info

When a company-dependent field is read, the current company is used to retrieve its value. In other words, if a user is logged in companies A and B with A as main company and creates a record for company B, the values of company-dependent fields will be that of company A.

To read the values of company-dependent fields set from another company than the current one, the context key [UNKNOWN NODE title_reference] must be set to the ID of the desired company.

# Accessed as main company (self.env.company)
val = record.company_dependent_field

# Accessed as desired company (company_B)
val = record.with_context(force_company=company_B.id).company_dependent_field

Multi-company consistency

When a record is made shareable between several companies by the mean of a [UNKNOWN NODE title_reference] field, we must take care that it cannot be linked to the record of another company through a relational field. For instance, we do not want to have a sales order and its invoice belonging to different companies.

To ensure this multi-company consistency, you must:

  • Set the class attribute [UNKNOWN NODE title_reference] to [UNKNOWN NODE title_reference].
  • Define relational fields with the attribute [UNKNOWN NODE title_reference] set to [UNKNOWN NODE title_reference] if their model has a [UNKNOWN NODE title_reference] field.

On each create() and write(), automatic checks will be triggered to ensure the multi-company consistency of the record.

from odoo import fields, models

class Record(models.Model):
    _name = 'record.shareable'
    _check_company_auto = True

    company_id = fields.Many2one('res.company')
    other_record_id = fields.Many2one('other.record', check_company=True)
Model._check_company(fnames=None)[исходный код]

Check the companies of the values of the given field names.

Параметры
fnames (list) – names of relational fields to check
Исключение
UserError – if the [UNKNOWN NODE title_reference] of the value of any field is not in [UNKNOWN NODE title_reference] (or [UNKNOWN NODE title_reference] if res_company).

For res_users relational fields, verifies record company is in [UNKNOWN NODE title_reference] fields.

User with main company A, having access to company A and B, could be assigned or linked to records in company B.

Default company

When the field [UNKNOWN NODE title_reference] is made required on a model, a good practice is to set a default company. It eases the setup flow for the user or even guarantees its validity when the company is hidden from the view. Indeed, the company is usually hidden if the user does not have access to multiple companies (i.e. when the user does not have the group [UNKNOWN NODE title_reference]).

from odoo import api, fields, models

class Record(models.Model):
    _name = 'record.restricted'
    _check_company_auto = True

    company_id = fields.Many2one(
        'res.company', required=True, default=lambda self: self.env.company
    )
    other_record_id = fields.Many2one('other.record', check_company=True)

Представления

As stated in above, the company is usually hidden from the view if the user does not have access to multiple companies. This is tested with the group [UNKNOWN NODE title_reference].

<record model="ir.ui.view" id="record_form_view">
    <field name="name">record.restricted.form</field>
    <field name="model">record.restricted</field>
    <field name="arch" type="xml">
        <form>
            <sheet>
                <group>
                    <group>
                        <field name="company_id" groups="base.group_multi_company"/>
                        <field name="other_record_id"/>
                    </group>
                </group>
            </sheet>
        </form>
    </field>
</record>

Security rules

When working with records shared across companies or restricted to a single company, we must take care that a user does not have access to records belonging to other companies.

This is achieved with security rules based on [UNKNOWN NODE title_reference], which contains the current companies of the user (the companies the user checked in the multi-company widget).

<!-- Shareable Records -->
<record model="ir.rule" id="record_shared_company_rule">
    <field name="name">Shared Record: multi-company</field>
    <field name="model_id" ref="model_record_shared"/>
    <field name="global" eval="True"/>
    <field name="domain_force">
        ['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]
    </field>
</record>

<!-- Company-restricted Records -->
<record model="ir.rule" id="record_restricted_company_rule">
    <field name="name">Restricted Record: multi-company</field>
    <field name="model_id" ref="model_record_restricted"/>
    <field name="global" eval="True"/>
    <field name="domain_force">
        [('company_id', 'in', company_ids)]
    </field>
</record>