diff --git a/customer_so_history/README.rst b/customer_so_history/README.rst new file mode 100644 index 000000000..e1524fc83 --- /dev/null +++ b/customer_so_history/README.rst @@ -0,0 +1,49 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-green.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Customer Sale Order History +=========================== +* Customer Sale Order History for Odoo 16 + +Installation +============ +- www.odoo.com/documentation/16.0/setup/install.html +- Install our custom addon + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.odoo.com/documentation/user/13.0/legal/licenses/licenses.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developers : (V16) Ajith V, + (V15) Athul +Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/customer_so_history/__init__.py b/customer_so_history/__init__.py new file mode 100644 index 000000000..097bdb395 --- /dev/null +++ b/customer_so_history/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/customer_so_history/__manifest__.py b/customer_so_history/__manifest__.py new file mode 100644 index 000000000..c71d843ac --- /dev/null +++ b/customer_so_history/__manifest__.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'Customer Sale Order History', + 'version': '16.0.1.0.0', + 'category': 'Sales', + 'summary': 'Customer Sale Order History for Odoo 16', + 'description': """Odoo 16's "Customer Sale Order History" lets businesses + view a customer’s past orders, including dates, statuses, amounts, and + products. It helps track invoices, deliveries, and purchase trends, aiding + in better service and personalized marketing. Users can also easily create + repeat orders or quotations from past transactions.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['sale_management'], + 'data': [ + 'security/ir.model.access.csv', + 'views/sale_order_inherit.xml' + ], + 'images': ['static/description/banner.png'], + 'installable': True, + 'application': False, + 'auto_install': False, + 'license': 'LGPL-3', +} diff --git a/customer_so_history/doc/RELEASE_NOTES.md b/customer_so_history/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..f669ad61a --- /dev/null +++ b/customer_so_history/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 09.09.2024 +#### Version 16.1.0.0 +##### ADD +- Initial Commit for customer_so_history diff --git a/customer_so_history/models/__init__.py b/customer_so_history/models/__init__.py new file mode 100644 index 000000000..ded378bda --- /dev/null +++ b/customer_so_history/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import sale_order +from . import order_history_line diff --git a/customer_so_history/models/order_history_line.py b/customer_so_history/models/order_history_line.py new file mode 100644 index 000000000..402a326fa --- /dev/null +++ b/customer_so_history/models/order_history_line.py @@ -0,0 +1,77 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + +class OrderHistoryLine(models.Model): + """Represents a line item in the customer’s sales order history, including product details, pricing, and taxes.""" + _name = 'order.history.line' + _description = 'Order History Line' + + order_id = fields.Many2one('sale.order', + help="Reference to the sale order associated with this line.") + name = fields.Char('Order', + help="The name or reference of the sale order.") + product_id = fields.Many2one('product.product', + help="The product associated with this order line.") + product_uom_qty = fields.Integer('Quantity', + help="The quantity of the product ordered.") + price_unit = fields.Integer('Unit Price', + help="The unit price of the product at the time of the order.") + tax_id = fields.Many2many('account.tax', + help="The taxes applied to this order line.") + company_id = fields.Many2one('res.company', + default=lambda self: self.env.company, + help="The company associated with this order line.") + price_subtotal = fields.Integer(string='Subtotal', + help="The total price for this order line, excluding taxes.") + + def action_add(self): + """ + Creates a new sale order line with the current form data. + + This method collects the current values from the form (such as `order_id`, + `product_id`, `product_uom_qty`, `price_unit`, `tax_id`, `price_subtotal`, + and `company_id`) and creates a new record in the `sale.order.line` model. + + Fields Used: + - order_id: The ID of the associated sale order. + - product_id: The ID of the product being sold. + - product_uom_qty: The quantity of the product in the specified unit of measure. + - price_unit: The unit price of the product. + - tax_id: The list of applicable taxes for the product. + - price_subtotal: The subtotal price after calculating quantities and taxes. + - company_id: The ID of the company for the sale order line. + + This method uses `sudo()` to bypass access restrictions and allows the creation + of sale order lines even for users with limited permissions. + + """ + vals = { + 'order_id':self.order_id.id, + 'product_id':self.product_id.id, + 'product_uom_qty':self.product_uom_qty, + 'price_unit':self.price_unit, + 'tax_id': self.tax_id.ids, + 'price_subtotal': self.price_subtotal, + 'company_id': self.company_id.id, + } + self.env['sale.order.line'].sudo().create(vals) diff --git a/customer_so_history/models/sale_order.py b/customer_so_history/models/sale_order.py new file mode 100644 index 000000000..558f982d1 --- /dev/null +++ b/customer_so_history/models/sale_order.py @@ -0,0 +1,69 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, fields, models + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + order_details_ids = fields.One2many('order.history.line', 'order_id', + help="Previous order line history") + + @api.onchange('partner_id') + def sale_order_domain(self): + """ + Updates the sale order lines based on the selected partner. + + This method is triggered when the `partner_id` field changes. If a partner is selected, + it searches for all sale order lines associated with the partner's completed or confirmed + sale orders ('sale' or 'done' states). It then creates new lines based on the retrieved + sale orders and updates the `order_details_ids` field with these new lines. + + If no partner is selected, it clears the `order_details_ids` field. + + Fields Updated: + - order_details_ids: A list of order lines (product, quantity, unit price, tax, and subtotal) + associated with the partner's completed or confirmed orders. + + Behavior: + - Adds new order lines when a partner is selected. + - Clears the order details if no partner is selected. + + """ + if self.partner_id: + new_lines = [] + lines = self.env['sale.order.line'].search( + [('order_id.partner_id', '=', self.partner_id.id), + ('order_id.state', 'in', ('sale', 'done'))]) + for rec in lines: + new_lines.append(fields.Command.create({ + 'name': rec.order_id.name, + 'product_id': rec.product_id, + 'product_uom_qty': rec.product_uom_qty, + 'price_unit': rec.price_unit, + 'tax_id': [ + fields.Command.set([line.id for line in rec.tax_id])], + 'price_subtotal': rec.price_subtotal + })) + self.write({'order_details_ids': new_lines}) + else: + self.write({'order_details_ids': [fields.Command.clear()]}) diff --git a/customer_so_history/security/ir.model.access.csv b/customer_so_history/security/ir.model.access.csv new file mode 100644 index 000000000..5a01a5c9b --- /dev/null +++ b/customer_so_history/security/ir.model.access.csv @@ -0,0 +1,2 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_order_history_line,access.order.history.line,model_order_history_line,,1,1,1,1 diff --git a/customer_so_history/static/description/assets/icons/check.png b/customer_so_history/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/customer_so_history/static/description/assets/icons/check.png differ diff --git a/customer_so_history/static/description/assets/icons/chevron.png b/customer_so_history/static/description/assets/icons/chevron.png new file mode 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+ +
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+ Community +
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+ Odoo.sh +
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+ Customer Sale Order History

+

+ shows customer's sale order history

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+ Explore This Module

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+ Overview

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+ The module helps you to show customer's sale order history. +
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+ Features

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+ + + Sale Order History + +
+
+ + + Directly add products into Sale order line from History + +
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+ Screenshots

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+ Shows the previous sale order history of selected Customer +

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+ Using 'Add' users can add products directly into Sale order Line +

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+ Our Industries

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+ Trading
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+ Easily procure and sell your products

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+ POS
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+ Easy configuration and convivial experience

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+ Education
+

+ A platform for educational management

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+ Manufacturing
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+ Plan, track and schedule your operations

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+ E-commerce & Website
+

+ Mobile friendly, awe-inspiring product pages

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+ Service Management
+

+ Keep track of services and invoice

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+ Restaurant
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+ Run your bar or restaurant methodically

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+ Hotel Management
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+ An all-inclusive hotel management application

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+ Support

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Need Help?

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Got questions or need help? + Get in touch.

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+ odoo@cybrosys.com

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WhatsApp

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Say hi to us on WhatsApp!

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+ +91 86068 27707

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+ diff --git a/customer_so_history/views/sale_order_inherit.xml b/customer_so_history/views/sale_order_inherit.xml new file mode 100644 index 000000000..7ccfee749 --- /dev/null +++ b/customer_so_history/views/sale_order_inherit.xml @@ -0,0 +1,35 @@ + + + + + sale.order.form.view.inherit.customer.so.history + sale.order + + + + + + + + + + + + + +