[18.0][IMP] storage_backend: add storage category + limit swap by category

storage_backend/__manifest__.py

@@ -15,6 +15,7 @@
     "depends": ["base", "component", "server_environment"],
     "data": [
         "views/backend_storage_view.xml",
+        "views/storage_backend_category_view.xml",
         "data/data.xml",
         "security/ir.model.access.csv",
     ],

storage_backend/models/__init__.py

@@ -1 +1,2 @@
 from . import storage_backend
+from . import storage_backend_category

storage_backend/models/storage_backend.py

@@ -60,6 +60,12 @@ class StorageBackend(models.Model):
     _description = "Storage Backend"
 
     name = fields.Char(required=True)
+    categ_id = fields.Many2one(
+        "storage.backend.category",
+        string="Category",
+        ondelete="restrict",
+        help="Category to group backends for swapping operations",
+    )
     backend_type = fields.Selection(
         selection=[("filesystem", "Filesystem")], required=True, default="filesystem"
     )

storage_backend/models/storage_backend_category.py

@@ -0,0 +1,14 @@
+# Copyright 2026 Camptocamp SA
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import fields, models
+
+
+class StorageBackendCategory(models.Model):
+    _name = "storage.backend.category"
+    _description = "Storage Backend Category"
+    _order = "name"
+
+    name = fields.Char(required=True, index=True)
+    description = fields.Text()
+    backend_ids = fields.One2many("storage.backend", "categ_id", string="Backends")

storage_backend/security/ir.model.access.csv

@@ -1,2 +1,3 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_storage_backend_edit,storage_backend edit,model_storage_backend,base.group_system,1,1,1,1
+access_storage_backend_category_edit,storage_backend_category edit,model_storage_backend_category,base.group_system,1,1,1,1

storage_backend/views/backend_storage_view.xml

@@ -5,6 +5,7 @@
         <field name="arch" type="xml">
             <list>
                 <field name="name" />
+                <field name="categ_id" />
                 <field name="backend_type" />
             </list>
         </field>
@@ -30,6 +31,7 @@
                         </h1>
                     </div>
                     <group name="config">
+                        <field name="categ_id" />
                         <field name="backend_type" />
                         <field name="directory_path" />
                     </group>
@@ -42,6 +44,12 @@
         <field name="arch" type="xml">
             <search string="Storage Backend">
                 <field name="name" />
+                <separator />
+                <filter
+                    string="Category"
+                    name="group_by_category"
+                    context="{'group_by': 'categ_id'}"
+                />
             </search>
         </field>
     </record>

storage_backend/views/storage_backend_category_view.xml

@@ -0,0 +1,54 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="storage_backend_category_view_tree" model="ir.ui.view">
+        <field name="model">storage.backend.category</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name" />
+            </list>
+        </field>
+    </record>
+
+    <record id="storage_backend_category_view_form" model="ir.ui.view">
+        <field name="model">storage.backend.category</field>
+        <field name="arch" type="xml">
+            <form string="Storage Backend Category">
+                <group>
+                    <field name="name" />
+                    <field name="description" />
+                </group>
+                <group name="backends" string="Backends">
+                    <field name="backend_ids" readonly="True">
+                        <list>
+                            <field name="name" />
+                        </list>
+                    </field>
+                </group>
+            </form>
+        </field>
+    </record>
+
+    <record id="storage_backend_category_view_search" model="ir.ui.view">
+        <field name="model">storage.backend.category</field>
+        <field name="arch" type="xml">
+            <search string="Storage Backend Category">
+                <field name="name" />
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="act_open_storage_backend_category_view">
+        <field name="name">Storage Backend Category</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">storage.backend.category</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="storage_backend_category_view_search" />
+    </record>
+
+    <menuitem
+        id="menu_storage_backend_category"
+        parent="menu_storage"
+        sequence="5"
+        action="act_open_storage_backend_category_view"
+    />
+</odoo>

storage_file/models/storage_file.py

@@ -36,6 +36,11 @@ class StorageFile(models.Model):
         required=True,
         default=lambda self: self._get_default_backend_id(),
     )
+    backend_categ_id = fields.Many2one(
+        "storage.backend.category",
+        related="backend_id.categ_id",
+        string="Backend Category",
+    )
     url = fields.Char(compute="_compute_url", help="HTTP accessible path to the file")
     url_path = fields.Char(
         compute="_compute_url_path", help="Accessible path, no base URL"
@@ -293,6 +298,18 @@ def _swap_backend(self, new_backend):
                     new_backend.name,
                 )
             )
+        if not self.env.context.get("swap_backend_bypass_category_check"):
+            for record in self.sudo():
+                if not record.exists() or record.backend_id == new_backend:
+                    continue
+                if record.backend_id.categ_id != new_backend.categ_id:
+                    raise UserError(
+                        self.env._(
+                            "Destination backend category must match source backend "
+                            "category for %s.",
+                            record.name,
+                        )
+                    )
         moved = []
         failed = []
         for record in self.sudo():

storage_file/tests/test_swap_backend.py

@@ -5,6 +5,8 @@
 import base64
 from unittest import mock
 
+from lxml import etree
+
 from odoo.exceptions import UserError
 from odoo.tests import Form
 
@@ -74,6 +76,33 @@ def test_swap_requires_destination_filename_strategy(self):
         with self.assertRaisesRegex(UserError, "The filename strategy is empty"):
             stfile._swap_backend(self.backend_b)
 
+    def test_swap_rejects_different_backend_category(self):
+        src_categ = self.env["storage.backend.category"].create({"name": "SRC"})
+        dst_categ = self.env["storage.backend.category"].create({"name": "DST"})
+        self.backend_a.categ_id = src_categ
+        self.backend_b.categ_id = dst_categ
+        stfile = self._create_storage_file(backend=self.backend_a)
+
+        with self.assertRaisesRegex(
+            UserError, "Destination backend category must match source backend category"
+        ):
+            stfile._swap_backend(self.backend_b)
+
+    def test_swap_allows_different_backend_category_with_bypass(self):
+        src_categ = self.env["storage.backend.category"].create({"name": "SRC"})
+        dst_categ = self.env["storage.backend.category"].create({"name": "DST"})
+        self.backend_a.categ_id = src_categ
+        self.backend_b.categ_id = dst_categ
+        stfile = self._create_storage_file(backend=self.backend_a, data=b"payload")
+
+        result = stfile.with_context(
+            swap_backend_bypass_category_check=True
+        )._swap_backend(self.backend_b)
+
+        self.assertEqual(stfile.backend_id, self.backend_b)
+        self.assertEqual(base64.b64decode(stfile.data), b"payload")
+        self.assertIn(stfile.name, result["moved"][0])
+
     def test_swap_failure_reports_in_failed(self):
         """Upload failure is caught and reported in the failed list."""
         stfile = self._create_storage_file(data=b"payload")
@@ -204,3 +233,57 @@ def test_write_backend_id_noop_if_same(self):
         stfile.backend_id = self.backend_a
         self.assertEqual(stfile.backend_id, self.backend_a)
         self.assertEqual(stfile.relative_path, old_path)
+
+    # -- category-based filtering ----------------------------------------
+
+    def test_wizard_form_same_category_shown_as_dest(self):
+        """Wizard declares and applies a same-category destination domain."""
+        categ = self.env["storage.backend.category"].create({"name": "Group A"})
+        categ2 = self.env["storage.backend.category"].create({"name": "Group B"})
+        backend_a_cat = self.backend_a.copy(
+            {
+                "name": "Backend A (Group A)",
+                "categ_id": categ.id,
+                "directory_path": "a_cat",
+            }
+        )
+        backend_b_cat = self.backend_b.copy(
+            {
+                "name": "Backend B (Group A)",
+                "categ_id": categ.id,
+                "directory_path": "b_cat",
+            }
+        )
+        backend_other = self.backend_a.copy(
+            {
+                "name": "Backend (Group B)",
+                "categ_id": categ2.id,
+                "directory_path": "other",
+            }
+        )
+        stfile = self._create_storage_file(backend=backend_a_cat)
+
+        # Assert the actual domain declared in the form view arch.
+        view = self.env.ref("storage_file.storage_file_swap_backend_view_form")
+        xml = etree.fromstring(view.arch_db.encode())
+        dest_field = xml.xpath("//field[@name='dest_backend_id']")
+        self.assertEqual(len(dest_field), 1)
+        domain = dest_field[0].get("domain")
+        self.assertIn("('id', '!=', source_backend_id)", domain)
+        self.assertIn("('categ_id', '=', source_backend_categ_id)", domain)
+        self.assertNotIn("source_backend_id.categ_id", domain)
+
+        with Form(
+            self.env["storage.file.swap.backend"].with_context(
+                active_model="storage.file",
+                active_ids=stfile.ids,
+            )
+        ) as wiz_form:
+            self.assertEqual(wiz_form.source_backend_id, backend_a_cat)
+            # domain: categ_id = Group A  →  Group B backend excluded
+            same_categ_backends = self.env["storage.backend"].search(
+                [("categ_id", "=", categ.id), ("id", "!=", backend_a_cat.id)]
+            )
+            self.assertIn(backend_b_cat, same_categ_backends)
+            self.assertNotIn(backend_other, same_categ_backends)
+            wiz_form.dest_backend_id = backend_b_cat

storage_file/views/storage_file_view.xml

@@ -23,7 +23,11 @@
                         <field name="name" />
                     </h1>
                     <group>
-                        <field name="backend_id" readonly="True" />
+                        <field name="backend_categ_id" invisible="1" />
+                        <field
+                            name="backend_id"
+                            domain="[('categ_id', '=', backend_categ_id)]"
+                        />
                         <field name="data" readonly="True" />
                         <field name="url" widget="url" />
                         <field name="human_file_size" />

storage_file/wizards/swap_backend.py

@@ -19,10 +19,15 @@ class StorageFileSwapBackend(models.TransientModel):
         string="Source Storage",
         readonly=True,
     )
+    source_backend_categ_id = fields.Many2one(
+        "storage.backend.category",
+        related="source_backend_id.categ_id",
+        string="Source Backend Category",
+        readonly=True,
+    )
     dest_backend_id = fields.Many2one(
         "storage.backend",
         string="Destination Storage",
-        domain="[('id', '!=', source_backend_id)]",
     )
     file_ids = fields.Many2many(
         "storage.file",

storage_file/wizards/swap_backend.xml

@@ -10,11 +10,26 @@
             <form string="Swap Storage Backend">
                 <sheet>
                     <group>
-                        <field name="source_backend_id" readonly="1" />
-                        <field name="dest_backend_id" required="1" />
+                        <field
+                            name="source_backend_id"
+                            readonly="1"
+                            options="{'no_open': True, 'no_create': True}"
+                        />
+                        <field name="source_backend_categ_id" invisible="1" />
+                        <field
+                            name="dest_backend_id"
+                            required="1"
+                            domain="[('id', '!=', source_backend_id), ('categ_id', '=', source_backend_categ_id)]"
+                            options="{'no_open': True, 'no_create': True}"
+                        />
                     </group>
                     <group string="Files to swap" name="files">
-                        <field name="file_ids" nolabel="1" required="1">
+                        <field
+                            name="file_ids"
+                            nolabel="1"
+                            required="1"
+                            options="{'no_open': True, 'no_create': True}"
+                        >
                             <list>
                                 <field name="name" />
                                 <field name="backend_id" />

storage_image/views/storage_image.xml

@@ -40,7 +40,11 @@
                 <notebook>
                     <page name="info" string="File Informations">
                         <group name="info">
-                            <field name="backend_id" />
+                            <field name="backend_categ_id" invisible="1" />
+                            <field
+                                name="backend_id"
+                                domain="[('categ_id', '=', backend_categ_id)]"
+                            />
                             <field name="file_id" readonly="True" required="False" />
                             <field name="thumb_medium_id" />
                             <field name="thumb_small_id" />

storage_media/views/storage_media_view.xml

@@ -35,7 +35,11 @@
                         <field name="url" readonly="True" widget="url" />
                         <field name="name" />
                         <field name="media_type_id" />
-                        <field name="backend_id" />
+                        <field name="backend_categ_id" invisible="1" />
+                        <field
+                            name="backend_id"
+                            domain="[('categ_id', '=', backend_categ_id)]"
+                        />
                     </group>
                 </sheet>
             </form>