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UPGRADE_GUIDE.md
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UPGRADE_GUIDE.md
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# Upgrade Guide - Version 18.0.1.1.0
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## Overview
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This upgrade adds two major enhancements to the Subcontracting Inventory Move First module:
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1. Automatic creation of purchase order lines when linking subcontracting moves
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2. Filtering out subcontracting moves that have returns
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## Installation Steps
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### 1. Update Module Files
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Ensure all module files are updated to version 18.0.1.1.0
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### 2. Upgrade Module in Odoo
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```bash
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# Option 1: Via Odoo UI
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1. Go to Apps menu
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2. Remove "Apps" filter
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3. Search for "Subcontracting Inventory Move First"
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4. Click "Upgrade" button
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# Option 2: Via Command Line
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./odoo-bin -u subcontracting_inventory_move_first -d your_database_name
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```
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### 3. Verify Installation
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After upgrade, verify:
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- The `has_return` field is computed for all stock moves
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- The link dialog only shows moves without returns
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- Linking a move creates a purchase order line automatically
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## What's New
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### Feature 1: Auto-Create Purchase Order Lines
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**Before:** When linking a subcontracting move to a purchase order, you had to manually create the purchase order line.
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**After:** The system automatically creates a purchase order line with:
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- Product from the move
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- Quantity from the move's demand quantity
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- Unit of measure from the move
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- Price from product's standard price
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**Example:**
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```
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Subcontracting Move:
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- Product: Component A
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- Quantity: 100 Units
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After Linking → Purchase Order Line Created:
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- Product: Component A
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- Quantity: 100
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- UoM: Units
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- Price: $10.00 (from product standard price)
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```
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### Feature 2: Filter Moves with Returns
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**Before:** All subcontracting moves were shown in the link dialog, including those with returns.
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**After:** Only valid moves (without returns) are shown in the link dialog.
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**How it works:**
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- The system checks if any return move references the original move
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- Moves with returns are automatically filtered out
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- The `has_return` field is available in tree views for manual filtering
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## Testing the Upgrade
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### Test Case 1: Auto-Create Purchase Order Line
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1. Create a subcontracting move with:
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- Product: Test Product
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- Quantity: 50
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2. Create a purchase order
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3. Click "Link Subcontracting Moves"
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4. Select the move and click "Link to Purchase Order"
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5. **Expected Result:** A purchase order line is automatically created with the product and quantity
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### Test Case 2: Filter Moves with Returns
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1. Create a subcontracting move and mark it as done
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2. Create a return for this move
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3. Create a new purchase order
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4. Click "Link Subcontracting Moves"
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5. **Expected Result:** The move with return should NOT appear in the list
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## Rollback Instructions
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If you need to rollback:
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1. Restore the previous version files
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2. Downgrade the module:
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```bash
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./odoo-bin -u subcontracting_inventory_move_first -d your_database_name
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```
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## Support
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For issues or questions:
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- Check the CHANGELOG.md for detailed changes
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- Review the README.md for usage instructions
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- Contact: Suherdy Yacob
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## Database Changes
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### New Fields Added:
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- `stock.move.has_return` (Boolean, Computed, Stored)
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### Modified Methods:
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- `purchase.order.link_selected_subcontracting_move()` - Now creates PO lines
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- `purchase.order.action_link_subcontracting_moves()` - Updated domain filter
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- `stock.move._compute_has_return()` - New compute method
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### No Data Migration Required
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This upgrade does not require data migration. All changes are backward compatible.
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