diff --git a/sale_recurring/README.rst b/sale_recurring/README.rst new file mode 100644 index 000000000..a445343a0 --- /dev/null +++ b/sale_recurring/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sale Recurring +============== +* Create sale orders automatically based on recurring orders module for Odoo 17. + +Configuration +============= +- No additional configuration is required + +License +------- +General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V18) Ammu Raj, + (V17) Mufeeda Shirin + (V16) Sruthi MK + Contact : odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@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/sale_recurring/__init__.py b/sale_recurring/__init__.py new file mode 100644 index 000000000..2ad5188e6 --- /dev/null +++ b/sale_recurring/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import models diff --git a/sale_recurring/__manifest__.py b/sale_recurring/__manifest__.py new file mode 100644 index 000000000..94c814040 --- /dev/null +++ b/sale_recurring/__manifest__.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +{ + 'name': 'Sale Recurring', + 'version': '18.0.1.0.0', + 'category': 'Sales', + 'summary': 'Automatic sale order creation based on recurring orders', + 'description': 'This module is helps to create sale orders automatically ' + 'based on the recurring orders.', + 'author': 'Cybrosys Techno solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['account', 'sale_management'], + 'data': [ + 'data/ir_sequence_data.xml', + 'data/ir_cron_data.xml', + 'security/ir.model.access.csv', + 'views/sale_recurring_views.xml', + 'views/sale_order_views.xml' + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'application': False, + 'auto_install': False, +} diff --git a/sale_recurring/data/ir_cron_data.xml b/sale_recurring/data/ir_cron_data.xml new file mode 100644 index 000000000..afafa6786 --- /dev/null +++ b/sale_recurring/data/ir_cron_data.xml @@ -0,0 +1,18 @@ + + + + + + Sale Recurring + + code + model.cron_sale_order_creation() + + 1 + days + + + + diff --git a/sale_recurring/data/ir_sequence_data.xml b/sale_recurring/data/ir_sequence_data.xml new file mode 100644 index 000000000..4a2e5a0a5 --- /dev/null +++ b/sale_recurring/data/ir_sequence_data.xml @@ -0,0 +1,12 @@ + + + + + + Sequence Order + sequence.order + SR + 3 + + + diff --git a/sale_recurring/doc/RELEASE_NOTES.md b/sale_recurring/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..97590f592 --- /dev/null +++ b/sale_recurring/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 12.12.2024 +#### Version 18.0.1.0.0 +#### ADD + +- Initial Commit for Sale Recurring diff --git a/sale_recurring/models/__init__.py b/sale_recurring/models/__init__.py new file mode 100644 index 000000000..db4c42a1d --- /dev/null +++ b/sale_recurring/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import sale_order +from . import sale_recurring +from . import sale_recurring_line diff --git a/sale_recurring/models/sale_order.py b/sale_recurring/models/sale_order.py new file mode 100644 index 000000000..d2cd4ce26 --- /dev/null +++ b/sale_recurring/models/sale_order.py @@ -0,0 +1,31 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import fields, models + + +class SaleOrder(models.Model): + """Inheriting SaleOrder to add a new field for recurring orders""" + _inherit = 'sale.order' + + recurring_order_id = fields.Many2one('sale.recurring', + string='Recurring Order', + help='Sale recurring order details') diff --git a/sale_recurring/models/sale_recurring.py b/sale_recurring/models/sale_recurring.py new file mode 100644 index 000000000..f390c6216 --- /dev/null +++ b/sale_recurring/models/sale_recurring.py @@ -0,0 +1,157 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from datetime import timedelta +from odoo import api, fields, models + + +class SaleRecurring(models.Model): + """Helps to create a recurring sale order""" + _name = 'sale.recurring' + _description = 'Sale Order Recurring' + _inherit = ['mail.thread', 'mail.activity.mixin'] + + name = fields.Char(string="Name", readonly=True, copy=False, default='New', + help="Sequence of recurring order") + title = fields.Char(string='Title', help="Name of the order") + partner_id = fields.Many2one('res.partner', string='Customer', + required=True, help="Customer name") + start_date = fields.Date(string='Start Date', required=True, + help=" Start the sale order creation based on the" + " start date") + stop_after = fields.Integer(string='Stop After', + help='Total days to end the sale order' + 'creation') + end_date = fields.Date(string='End Date', readonly=True, + help='Stop the sale order creation based on ' + 'the end date', tracking=True) + state = fields.Selection(selection=[('running', 'Running'), + ('expired', 'Expired'), + ('cancelled', 'Cancelled')], + string='Status', copy=False, default='running', + help='State of recurring order', tracking=True) + total_sale_order = fields.Integer(string="Total SO", + compute='_compute_total_sale_order', + help='Count of total sale orders') + total_sale_quotation = fields.Integer(string="Total RFQ", + compute='_compute_total_sale_quotation', + help='Count of total quotations') + active = fields.Boolean(default=True, string='Active', tracking=True, + help='If unchecked, it will allow you to hide the' + ' recurring order without removing it.') + order_line_ids = fields.One2many('sale.recurring.line', 'order_id', + string="Order lines", + help='To store recurring order datas') + + @api.model_create_multi + def create(self, vals_list): + """Sequence creation of recurring order.""" + for vals in vals_list: + vals['name'] = self.env['ir.sequence'].next_by_code('sequence.order') + return super().create(vals_list) + + @api.onchange('stop_after', 'start_date') + def _onchange_start_date(self): + """Update end date based on the start_date and stop_after""" + self.end_date = 0 + if self.stop_after > 0: + self.end_date = self.start_date + timedelta(days=self.stop_after) + + def action_create_sale_order(self): + """Create sale order from the created sale recurring""" + line_vals = [fields.Command.create({'product_id': rec.product_id.id, + 'product_uom_qty': rec.product_uom_qty, + 'price_unit': rec.price_unit, + 'name': rec.name}) for rec in + self.order_line_ids] + if line_vals: + self.env['sale.order'].sudo().create({ + 'partner_id': self.partner_id.id, + 'recurring_order_id': self.id, + 'order_line': line_vals + }) + + def action_cancel_recurring_order(self): + """Cancel recurring orders if not necessary""" + self.state = 'cancelled' + + def action_renew(self): + """Renew the recurring order if they are cancelled.""" + self.state = 'running' + + def cron_sale_order_creation(self): + """Create sale orders automatically while checking the conditions + of start date and end date""" + recurring_data = self.env['sale.recurring'].search([]) + for rec in recurring_data: + if rec.end_date and rec.end_date < fields.Date.today(): + rec.state = 'expired' + if rec.state == 'running': + if rec.end_date and rec.start_date <= fields.Date.today() <= rec.end_date: + rec.action_create_sale_order() + elif rec.start_date <= fields.Date.today(): + rec.action_create_sale_order() + + def action_get_sale_orders(self): + """Get total sale orders in sale recurring smart button""" + return { + 'type': 'ir.actions.act_window', + 'name': 'reservation', + 'view_mode': 'list,form', + 'res_model': 'sale.order', + 'domain': [('recurring_order_id', '=', self.id), + ('state', '=', 'sale')], + } + + def action_get_sale_quotations(self): + """Get total sale quotations in sale recurring smart button""" + return { + 'type': 'ir.actions.act_window', + 'name': 'reservation', + 'view_mode': 'list,form', + 'res_model': 'sale.order', + 'domain': [('recurring_order_id', '=', self.id), + ('state', 'in', ['draft', 'sent'])], + } + + def _compute_total_sale_order(self): + """Compute total number of sale orders""" + for record in self: + record.total_sale_order = self.env[ + 'sale.order'].search_count( + [('recurring_order_id', '=', record.id), + ('state', '=', 'sale')]) + + def _compute_total_sale_quotation(self): + """Compute total number of quotations.""" + for record in self: + record.total_sale_quotation = self.env[ + 'sale.order'].search_count( + [('recurring_order_id', '=', record.id), + ('state', 'in', ['draft', 'sent'])]) + + def action_archive_orders(self): + """Archive recurring orders""" + self.active = False + + def action_unarchive_orders(self): + """Un archive recurring orders""" + self.active = True diff --git a/sale_recurring/models/sale_recurring_line.py b/sale_recurring/models/sale_recurring_line.py new file mode 100644 index 000000000..30df427e8 --- /dev/null +++ b/sale_recurring/models/sale_recurring_line.py @@ -0,0 +1,42 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import fields, models + + +class SaleRecurringLine(models.Model): + """SaleRecurringLine class represents a recurring order line""" + _name = 'sale.recurring.line' + _description = 'Recurring Line' + + product_id = fields.Many2one('product.product', string='Product', + required=True, + help='Select a product for which the sale' + ' recurring will be used') + name = fields.Char(string='Description', related='product_id.name', + help='Name of the product') + price_unit = fields.Float(string='Price', + related='product_id.list_price', + help='Product price') + product_uom_qty = fields.Float(string='Quantity', default=1, + help='Total number of quantity') + order_id = fields.Many2one('sale.recurring', string="Order", + help='Order details') diff --git a/sale_recurring/security/ir.model.access.csv b/sale_recurring/security/ir.model.access.csv new file mode 100644 index 000000000..061de52f6 --- /dev/null +++ b/sale_recurring/security/ir.model.access.csv @@ -0,0 +1,3 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_sale_recurring_user,access.sale.recurring.user,model_sale_recurring,base.group_user,1,1,1,1 +access_sale_recurring_line_user,access.sale.recurring.line.user,model_sale_recurring_line,base.group_user,1,1,1,1 diff --git a/sale_recurring/static/description/assets/cybro-icon.png b/sale_recurring/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and b/sale_recurring/static/description/assets/cybro-icon.png differ diff --git a/sale_recurring/static/description/assets/cybro-odoo.png b/sale_recurring/static/description/assets/cybro-odoo.png new file 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+ Community +
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+ Enterprise +
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+ Create Sale Orders Automatically Based on the Recurring Orders. +

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Sale Recurring +

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Key + Highlights

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+ Create Recurring Orders manually +
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+ Create Sale Orders based on the Recurring Orders +
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+ Compatibility +
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+ Expire the Recurring Orders automatically. +

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+ Sale Recurring +

+ Are you ready to make your business more + organized? +
Improve now! +

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+ Create Recurring Orders + +

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+ Go to Sales module => select Orders => Open Recurring Orders. +

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+ + Form view of Recurring Orders. +

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+ Only we can create the Sale Order if the state is in Running and Un-archive, + Also we can see the total Sale Orders and Quotations in smart button +

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+ Cancel Recurring Orders + +

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+ Easily we can Cancel or Archive Recurring Orders. +

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+ Quotations + +

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+ Create Quotations manually +

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+ Created Quotation + +

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+ Can see the recurring order from the created quotation. +

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+ Create Sale Orders automatically + +

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+ By using this cron function which will create Sale Orders automatically. +

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+ Create the Quotations Automatically + +

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+ Which will create the Quotations based on the start date automatically. +

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+ Sale Order Smart Button + +

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+ If we confirm the created Sale Order we can view it on the smart button of recurring + order. +

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+ Automatically Expired + +

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+ If the End Date is less than the current date which will automatically moved to + Expired state. +

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+ Set Stop After + +

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+ If the 'Stop After' is not specified, it will create the Sale orders + continuously. +

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+ Filter Options + +

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+ Filter option in Recurring Orders. +

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+ Group By Option + +

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+ Group By option in Recurring Orders. +

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+ EasilyCreate Recurring Orders manually.

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+ Create Sale Orders automatically based on the Recurring. +

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+ Expire the Recurring Orders automatically. +

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+ A Sale Recurring Order is a feature that allows businesses to automate the creation of sales orders based on a predefined schedule, enabling regular sales transactions without manual entry each time. +

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+ To set up a Sale Recurring Order, you typically define the customer, products, duration of the order in your sales management system. +

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+ Yes, most systems allow you to modify or cancel a Sale Recurring Order at any time. Changes will apply to future orders while past orders remain unchanged. +

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+ Latest Release 18.0.1.0.0 +

+ + 30th September, 2024 + +
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+ + + + + + diff --git a/sale_recurring/views/sale_order_views.xml b/sale_recurring/views/sale_order_views.xml new file mode 100644 index 000000000..fd3b81bd0 --- /dev/null +++ b/sale_recurring/views/sale_order_views.xml @@ -0,0 +1,15 @@ + + + + + sale.order.view.form.inherit.sale.recurring + sale.order + + + + + + + + diff --git a/sale_recurring/views/sale_recurring_views.xml b/sale_recurring/views/sale_recurring_views.xml new file mode 100644 index 000000000..2557936ec --- /dev/null +++ b/sale_recurring/views/sale_recurring_views.xml @@ -0,0 +1,155 @@ + + + + + sale.recurring.view.list + sale.recurring + + + + + + + + + + + + sale.recurring.view.form + sale.recurring + +
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+ + + sale.recurring.view.search + sale.recurring + + + + + + + + + + + + + + + + + + + + + Recurring Orders + sale.recurring + list,form + +

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