diff --git a/sale_quotation_revision/README.rst b/sale_quotation_revision/README.rst new file mode 100644 index 000000000..a7b5811b1 --- /dev/null +++ b/sale_quotation_revision/README.rst @@ -0,0 +1,51 @@ +.. 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 + +Sale Quotation Revision +======================= +Sale Quotation Revision module helps users to create various revisions of +sales order data and conveniently access all related order revisions + +Configuration +============= +* No additional configurations needed + +Installation +============ + - www.odoo.com/documentation/16.0/setup/install.html + - Install our custom addon + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V16) Gion Dany, 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 https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ diff --git a/sale_quotation_revision/__init__.py b/sale_quotation_revision/__init__.py new file mode 100644 index 000000000..097bdb395 --- /dev/null +++ b/sale_quotation_revision/__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/sale_quotation_revision/__manifest__.py b/sale_quotation_revision/__manifest__.py new file mode 100644 index 000000000..ba9188c79 --- /dev/null +++ b/sale_quotation_revision/__manifest__.py @@ -0,0 +1,44 @@ +# -*- 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": "Sale Quotation Revision", + "version": "16.0.1.0.0", + "category": "Sales", + "summary": """Revise and track the history of sales orders.""", + "description": """This module helps users to create various revisions of + sales order data and conveniently access all related order revisions.""", + "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/res_config_settings_views.xml", + "views/sale_order_views.xml", + ], + "images": ["static/description/banner.png"], + "license": "LGPL-3", + "installable": True, + "auto_install": False, + "application": False, +} diff --git a/sale_quotation_revision/doc/RELEASE_NOTES.md b/sale_quotation_revision/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..5053f495c --- /dev/null +++ b/sale_quotation_revision/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 03.02.2024 +#### Version 16.0.1.0.0 +#### ADD +- Initial commit for Sale Quotation Revision diff --git a/sale_quotation_revision/models/__init__.py b/sale_quotation_revision/models/__init__.py new file mode 100644 index 000000000..f8e2ecaed --- /dev/null +++ b/sale_quotation_revision/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 res_config_settings +from . import sale_order diff --git a/sale_quotation_revision/models/res_config_settings.py b/sale_quotation_revision/models/res_config_settings.py new file mode 100644 index 000000000..2b4ee3bf4 --- /dev/null +++ b/sale_quotation_revision/models/res_config_settings.py @@ -0,0 +1,34 @@ +# -*- 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 ResConfig(models.TransientModel): + """Inherit the base settings to add a sale quotation revision field""" + + _inherit = "res.config.settings" + + is_quotation_revision = fields.Boolean( + string="Sale Revision", + help="Allow user to revise the sale quotations.", + config_parameter="sale_quotation_revision.is_quotation_revision", + ) diff --git a/sale_quotation_revision/models/sale_order.py b/sale_quotation_revision/models/sale_order.py new file mode 100644 index 000000000..f94382a77 --- /dev/null +++ b/sale_quotation_revision/models/sale_order.py @@ -0,0 +1,165 @@ +# -*- 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 models, fields, _ +from odoo.exceptions import UserError + + +class SaleOrder(models.Model): + """Inheriting the sale order model to add the fields + and revise quotation button""" + + _inherit = "sale.order" + + is_revised = fields.Boolean( + string="Is Revised", copy=False, help="Is Order Revised" + ) + org_sale_id = fields.Many2one( + "sale.order", string="Origin", copy=False, help="Revised Order Origin" + ) + rev_sale_ids = fields.One2many( + "sale.order", + "org_sale_id", + string="Sales Revisions", + copy=False, + help="Revised Sale Orders", + ) + rev_ord_count = fields.Integer( + string="Revised Orders", + help="Revised order count", + compute="compute_rev_ord_count", + ) + rev_confirm = fields.Boolean( + string="Revised Confirm", copy=False, help="Is Revised Confirm" + ) + + def action_revise_quotation(self): + """Revise the current quotation.""" + revise_name = str(self.name) + "/R" + str(len(self.rev_sale_ids) + 1) + vals = {"name": revise_name, "org_sale_id": self.id} + revise_quote = self.copy(default=vals) + self.is_revised = True + return { + "type": "ir.actions.act_window", + "view_mode": "form", + "res_model": "sale.order", + "views": [(False, "form")], + "res_id": revise_quote.id, + } + + def compute_rev_ord_count(self): + """Compute the number of revised order of the current order.""" + for record in self: + record.rev_ord_count = len(record.rev_sale_ids) + + def get_revised_orders(self): + """Action to open the revised order of the current order.""" + self.ensure_one() + return { + "type": "ir.actions.act_window", + "name": "Revised Order", + "view_mode": "tree,form", + "res_model": "sale.order", + "domain": [("org_sale_id", "=", self.id)], + "context": "{'create': False}", + } + + def unlink(self): + """Override the unlink method to restrict deletion of + original sale order.""" + for order in self: + if order.is_revised and order.rev_ord_count > 0: + raise UserError( + "Cannot delete a sale order with revised orders." + " Please delete the revised orders first." + ) + return super(SaleOrder, self).unlink() + + def action_confirm(self): + """Override the action_confirm method to handle revised orders.""" + for order in self: + if not order.rev_confirm: + related_orders = order.get_related_orders(order) + if related_orders: + # Exclude the original sale order from the list + related_orders -= order + wizard = self.env["sale.order.confirm.wizard"].create( + { + "order_id": order.id, + "sale_orders_ids": [(6, 0, related_orders.ids)], + } + ) + return { + "name": "Confirm Related Sale Orders", + "type": "ir.actions.act_window", + "view_mode": "form", + "res_model": "sale.order.confirm.wizard", + "res_id": wizard.id, + "target": "new", + } + super(SaleOrder, order).action_confirm() + + def get_related_orders(self, order): + """Get related sale orders.""" + related_orders = order.rev_sale_ids.filtered( + lambda r: r.state not in ["cancel", "sale"] + ) + if order.org_sale_id: + if order.org_sale_id.state not in ["cancel", "sale"]: + related_orders += order.org_sale_id + # Add related sale orders of order.org_sale_id + org_related_orders = order.org_sale_id.rev_sale_ids.filtered( + lambda r: r.state not in ["cancel", "sale"] + ) + related_orders += org_related_orders + return related_orders + + +class SaleOrderConfirmWizard(models.TransientModel): + _name = "sale.order.confirm.wizard" + _description = "Confirm Sale Order Wizard" + + order_id = fields.Many2one( + "sale.order", + string="Sale Orders to Confirm", + help="Select the sale orders to be conform.", + ) + sale_orders_ids = fields.Many2many( + "sale.order", + string="Sale Orders to Cancel", + help="Select the sale orders to be canceled.", + ) + + def action_rev_cancel_orders(self): + """Method to confirm or cancel selected sale orders.""" + for wizard in self: + wizard.order_id.rev_confirm = True + wizard.order_id.action_confirm() + for order in wizard.sale_orders_ids: + order._action_cancel() + return {"type": "ir.actions.act_window_close"} + + def action_rev_keep_orders(self): + """Method to keep related sale orders.""" + for wizard in self: + wizard.order_id.rev_confirm = True + wizard.order_id.action_confirm() + return {"type": "ir.actions.act_window_close"} diff --git a/sale_quotation_revision/security/ir.model.access.csv b/sale_quotation_revision/security/ir.model.access.csv new file mode 100755 index 000000000..b901eaab2 --- /dev/null +++ b/sale_quotation_revision/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_sale_order_confirm_wizard,access.sale.order.confirm.wizard,model_sale_order_confirm_wizard,base.group_user,1,1,1,1 diff --git 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+ Community +
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+ Enterprise +
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+ Odoo.sh +
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+ +

+ Sale Quotation Revision

+

Revise and track the history of sales orders.

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Explore This + Module

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Overview +

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+ This module helps Users to create various revisions of sales order data and conveniently access all related order revisions. +
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Features +

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+ + Revision History +
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+ + Multiple Revisions +
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Screenshots +

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Enable 'Sale Revision' to create a revision of the sale orders. +

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Create a sale quotation and move it to the 'Quotation Sent' state. +

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If the customer is not satisfied with the quotation and wants to make changes, click on the 'Revise Quotation' button to revise the quotation. +

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The quotation is revised, and it will be indicated by the /R sequence. The revised quotation will be in draft state, allowing you to make changes and save it. +

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View the created revisions from the 'Revised Order' smart button or in the 'Sale Revisions' tab. +

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When confirming the order, you have the option to either cancel the main source of the order and its sole related order or keep it open. +

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+ \ No newline at end of file diff --git a/sale_quotation_revision/views/res_config_settings_views.xml b/sale_quotation_revision/views/res_config_settings_views.xml new file mode 100644 index 000000000..d6b1441bb --- /dev/null +++ b/sale_quotation_revision/views/res_config_settings_views.xml @@ -0,0 +1,24 @@ + + + + + res.config.settings.view.form.inherit.sale.quotation.revision + res.config.settings + + + +
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diff --git a/sale_quotation_revision/views/sale_order_views.xml b/sale_quotation_revision/views/sale_order_views.xml new file mode 100644 index 000000000..eed013b87 --- /dev/null +++ b/sale_quotation_revision/views/sale_order_views.xml @@ -0,0 +1,74 @@ + + + + + + sale.order.view.form.inherit.sale.quotation.revision + + sale.order + + + +
+ Quotation is Revised. + +
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+ + + + +