diff --git a/versioning_in_sale_order/README.rst b/versioning_in_sale_order/README.rst new file mode 100755 index 000000000..34b4ba55d --- /dev/null +++ b/versioning_in_sale_order/README.rst @@ -0,0 +1,50 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sale Order Versions +=================== +This module allow to create versions of a sale order. + +Configuration +============= +- Additional configuration not required + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +Developers: + (V16) Ammu Raj @cybrosys, + (V17) Safa Faheem @cybrosys + (V18) Ashwin T @cybrosys +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/versioning_in_sale_order/__init__.py b/versioning_in_sale_order/__init__.py new file mode 100644 index 000000000..92bca697a --- /dev/null +++ b/versioning_in_sale_order/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (Contact : 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/versioning_in_sale_order/__manifest__.py b/versioning_in_sale_order/__manifest__.py new file mode 100644 index 000000000..03fee89ac --- /dev/null +++ b/versioning_in_sale_order/__manifest__.py @@ -0,0 +1,42 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (Contact : 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 Order Versions', + 'version': '18.0.1.0.0', + 'category': 'Sales', + 'summary': 'For creating multiple sale order versions', + 'description': """This module will help to creating multiple sale order + versions and confirming the version as needed.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['base', 'sale_management'], + 'data': [ + 'views/sale_order_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/versioning_in_sale_order/doc/RELEASE_NOTES.md b/versioning_in_sale_order/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..e36e2e36e --- /dev/null +++ b/versioning_in_sale_order/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 26.05.2025 +#### Version 18.0.1.0.0 +#### ADD + +- Initial commit for Sale Order Versions diff --git a/versioning_in_sale_order/models/__init__.py b/versioning_in_sale_order/models/__init__.py new file mode 100644 index 000000000..9db900888 --- /dev/null +++ b/versioning_in_sale_order/models/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (Contact : 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 diff --git a/versioning_in_sale_order/models/sale_order.py b/versioning_in_sale_order/models/sale_order.py new file mode 100644 index 000000000..8ce65f1c7 --- /dev/null +++ b/versioning_in_sale_order/models/sale_order.py @@ -0,0 +1,106 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (Contact : 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 api, fields, models, _ + + +class SaleOrder(models.Model): + """This class inherits the model sale order for adding fields and functions + for versioning.""" + _inherit = "sale.order" + + is_version = fields.Boolean(string="Is Version", + help="For checking version or not") + + version_count = fields.Integer(string="Sale Version Count", + compute='_compute_version_ids', + help="Count of version created") + current_version_id = fields.Many2one("sale.order", + help="For creating versions") + version_ids = fields.One2many("sale.order", + inverse_name="current_version_id", + help="Versions created") + + def action_create_versions(self): + """For creating the versions of the sale order""" + sale_order_copy_id = self.copy() + sale_order_copy_id.is_version = True + length = len(self.version_ids) + sale_order_copy_id.name = "%s-%s" % (self.name, str(length + 1)) + order_lines = [] + val = (0, 0, { + 'display_type': 'line_note', + 'name': 'This is version %s ' %(str(length + 1)), + 'product_id': False, + 'product_uom_qty': 0, + 'product_uom': False, + 'price_unit': 0, + 'order_id': sale_order_copy_id.id, + 'tax_id': False, + }) + order_lines.append(val) + sale_order_copy_id.update({'order_line': order_lines}) + + self.write({'version_ids': [(4, sale_order_copy_id.id)]}) + + @api.depends('version_ids') + def _compute_version_ids(self): + """For calculating the number of versions created""" + for sale in self: + sale.version_count = len(sale.version_ids) + + def action_view_versions(self): + """action for viewing versions""" + action = { + "type": "ir.actions.act_window", + "view_mode": "kanban,list,form", + "name": _("Sale Order Versions"), + "res_model": self._name, + "domain": [('id', 'in', self.version_ids.ids)], + "target": "current", + } + return action + + def action_confirm(self): + """Override the confirm button of the sale order for cancelling the + other versions and making the current version main""" + res = super().action_confirm() + if not self.version_ids: + parent_sale = self.current_version_id + versions = parent_sale.mapped('version_ids').mapped('id') + if versions: + versions.append(parent_sale.id) + for version in parent_sale.version_ids: + if version.state == 'sale': + # Updating the version name into main version name and + # other versions state into cancel + version.current_version_id.update({'is_version': True, + 'state': 'cancel'}) + version.update({'version_ids': versions, + "name": version.current_version_id.name, + 'is_version': False}) + if version.state == 'draft': + version.update({'state': 'cancel'}) + else: + if self.state == 'sale': + for sale in self.version_ids: + sale.update({'state': 'cancel'}) + 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+ +
+
+ +
+
+
+
+

+ Create Sale Contracts and Recurring Invoices. +

+

Sale Order Versions

+
+
+ +
+ +
+ +
+
+
+ +
+
+ +
+
+ + +
+
+
+

Key + Highlights

+
+
+
+
+ +
+
+ Create multiple versions of a sale order. +
+ + +
+
+
+
+
+ +
+
+ Confirm one of the versions or main. +
+ +
+
+ +
+
+ +
+
+
+ Sale Order Versions +

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

+ +
+
+ +
+
+
+ + + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ Send the quotation by mail for viewing the + + button Create Versions +

+
+
+

+ Create a sale order and send by mail +

+
+
+ +
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Button for + + Create Versions +

+
+ +
+

+ After sending the mail, you can see the button 'Create Version.' +

+
+ +
+
+ +
+
+
+
+
+
+
+
+
+

+ Smart button for + + viewing all versions +

+
+
+

+ The created version can view in the versions +

+
+ +
+
+ +
+
+
+
+
+
+
+
+
+

+ Sale order + + versions +

+
+ +
+

+ The versions are collected inside the tab. The sequence number contains the version number. +

+
+ +
+
+ +
+
+
+
+
+
+
+
+
+

+ confirm + + version +

+
+
+

+ Confirming the second version with the changes. The sequence number will change from revision to main. +

+
+ + +
+
+ +
+
+
+
+
+
+
+
+ + +
+
+ +
+
+
+
+
+
+
+
+
+

+ Canceling of + + other versions +

+
+
+

+ Other versions are canceled when confirmed the required one. The button set to draft is removed from the sale order. +

+
+ +
+
+ +
+
+
+
+
+
+
+
+
+

+ List View of + + version +

+
+
+

+ Only the confirmed version will visible in the tree view. All other canceled version will be collected inside the smart button. +

+
+ + +
+
+ +
+
+
+
+
+ +
+
+
+ +
+
+
+
+ +
+

+ Community & Enterprise Support.

+
+ +
+
+
+
+
+
+ +
+

+ Create multiple versions of a sale order.

+
+ +
+
+
+
+
+
+ +
+

+ Sequence number of versions contains the version number.

+
+ +
+
+ +
+
+
+
+ +
+

+ Only the confirmed version with the actual sequence number will be visible in the list view. +

+
+ +
+
+
+
+
+
+
+
+
+ +
+ +
+ +
+

+ Yes. You can generate multiple versions of a sale order to reflect different proposals, revisions, or pricing models before confirming the final one. +

+
+
+ +
+ +
+

+ Each version carries a unique sequence number that includes the version number. This helps distinguish between various iterations of the same sale. +

+
+
+ + +
+ +
+
+
+
+
+
+ +
+
+

+ Latest Release 18.0.1.0.0 +

+ + 26th May, 2025 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
+
+
+
+
+
+
+
+
+
+ + + +
+

+ Related Products +

+ +
+ + +
+

+ Our Services

+ +
+
+ +
+
+ .... +
+
+ +
+ +
+
+ + + + + + \ No newline at end of file diff --git a/versioning_in_sale_order/views/sale_order_views.xml b/versioning_in_sale_order/views/sale_order_views.xml new file mode 100644 index 000000000..5c6aaa44c --- /dev/null +++ b/versioning_in_sale_order/views/sale_order_views.xml @@ -0,0 +1,39 @@ + + + + + sale.order.view.form.inherit.versioning.in.sale.order + sale.order + + + + + + + + + + state not in ['cancel'] or is_version + + + + + + + + + [('is_version', '=', False)] + +