MULTI COMPANY IN ODOO 

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:

•  Company dependet field
• Multi company consistancy
• Default company
• views
• security rules

Company-dependent fields:

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 company_dependent set to True.

In python file you can add:

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('company')
    def _compute_display_info(self):
        for record in self:
            record.display_info = record.info + record.company_info

 -> Here the _compute_display_info method is decorated with depends_context('company') (see depends_context) to ensure that the computed field is recomputed depending on the current company (self.env.company). ->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. 

Multi-company consistency

When a record is made shareable between several companies by the mean of a company_id 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 _check_company_auto to True.
• Define relational fields with the attribute check_company set to True if their model has a company_id field.

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

In python you can add

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)

The field company_id must not be defined with check_company=True

Default company

When the field company_id 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 base.group_multi_company).

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)


Now you can add the corresponding xml file.

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 base.group_multi_company. 

<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 company_ids, which contains the current companies of the user (the companies the user checked in the multi-company widget).

<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>

<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>


Now have to add this in manifest file

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