diff --git a/vendor_portal_odoo/README.rst b/vendor_portal_odoo/README.rst new file mode 100755 index 000000000..380ff4581 --- /dev/null +++ b/vendor_portal_odoo/README.rst @@ -0,0 +1,47 @@ +.. 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 + +Odoo Vendor Portal +================== +* This module helps to sent quotations for a product to multiple vendors and vendors can add their price in their portal and can choose best quotation for product. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +* Developer: (V17) Ashwin A +* 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/vendor_portal_odoo/__init__.py b/vendor_portal_odoo/__init__.py new file mode 100755 index 000000000..9b4ada7a5 --- /dev/null +++ b/vendor_portal_odoo/__init__.py @@ -0,0 +1,24 @@ +# -*- 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 controllers +from . import models +from . import wizard diff --git a/vendor_portal_odoo/__manifest__.py b/vendor_portal_odoo/__manifest__.py new file mode 100755 index 000000000..72b0ad05c --- /dev/null +++ b/vendor_portal_odoo/__manifest__.py @@ -0,0 +1,54 @@ +# -*- 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': 'Odoo Vendor Portal', + 'version': '17.0.1.0.0', + 'category': 'Purchases', + 'summary': """Vendor Portal Management in Odoo""", + 'description': """This module helps to sent quotations for a product + to multiple vendors and vendors can add their + price in their portal, and can choose best quotation for product""", + 'author': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'depends': ['website', 'purchase', 'portal', 'contacts', 'stock'], + 'data': [ + 'security/vendor_rfq_security.xml', + 'security/ir.model.access.csv', + 'data/rfq_sequence.xml', + 'data/rfq_mail_templates.xml', + 'data/rfq_cron.xml', + 'wizard/register_vendor_views.xml', + 'views/res_partner_views.xml', + 'views/vendor_rfq_views.xml', + 'views/res_config_settings_views.xml', + 'views/portal_rfq_templates.xml', + 'views/vendor_portal_menus.xml', + 'wizard/rfq_done_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': True, +} diff --git a/vendor_portal_odoo/controllers/__init__.py b/vendor_portal_odoo/controllers/__init__.py new file mode 100755 index 000000000..e8cab5726 --- /dev/null +++ b/vendor_portal_odoo/controllers/__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 vendor_portal_odoo diff --git a/vendor_portal_odoo/controllers/vendor_portal_odoo.py b/vendor_portal_odoo/controllers/vendor_portal_odoo.py new file mode 100755 index 000000000..b0f62b709 --- /dev/null +++ b/vendor_portal_odoo/controllers/vendor_portal_odoo.py @@ -0,0 +1,139 @@ +# -*- 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 collections import OrderedDict +from odoo import http, _ +from odoo.http import request +from odoo.addons.portal.controllers.portal import pager as portal_pager, \ + CustomerPortal + + +class RFQCustomerPortal(CustomerPortal): + + def _prepare_home_portal_values(self, counter): + """RFQs in home portal""" + values = super()._prepare_home_portal_values(counter) + partner_id = request.env.user.partner_id + values['my_rfq_count'] = request.env['vendor.rfq'].sudo().search_count( + [('vendor_ids', 'in', partner_id.ids), + ('state', 'not in', ['draft'])]) + return values + + def _rfq_get_page_view_values(self, vendor_rfq, access_token, **kwargs): + """RFQ Page values""" + values = { + 'page_name': 'vendor_rfq', + 'vendor_rfq': vendor_rfq, + } + return self._get_page_view_values(vendor_rfq, access_token, values, + 'my_rfq_history', False, **kwargs) + + @http.route(['/my/vendor_rfqs', '/my/vendor_rfqs/page/'], + type='http', auth="public", website=True) + def portal_my_vendor_rfqs(self, page=1, date_begin=None, + date_end=None, sortby=None, filterby=None, **kw): + """Portal vendor RFQs""" + values = self._prepare_portal_layout_values() + user_partner = request.env.user.partner_id + vendor_rfq = request.env['vendor.rfq'].sudo().search([]) + domain = [ + ('vendor_ids', 'in', user_partner.ids), + ('state', 'not in', ['draft'])] + if date_begin and date_end: + domain += [('create_date', '>', date_begin), + ('create_date', '<=', date_end)] + + searchbar_sortings = { + 'date': {'label': _('Newest'), + 'order': 'create_date desc, id desc'}, + 'name': {'label': _('Name'), 'order': 'name asc, id asc'}, + } + if not sortby: + sortby = 'name' + order = searchbar_sortings[sortby]['order'] + searchbar_filters = { + 'all': {'label': _('All'), 'domain': [ + ('state', 'in', ['draft', 'in_progress', 'pending', + 'done', 'cancel'])]}, + 'Done': {'label': _('Done'), 'domain': [('state', '=', 'done')]}, + 'In Progress': {'label': _('In Progress'), + 'domain': [('state', '=', 'in_progress')]}, + } + # default filter by value + if not filterby: + filterby = 'all' + domain += searchbar_filters[filterby]['domain'] + rfq_unit_count = vendor_rfq.search_count(domain) + pager = portal_pager( + url="/my/vendor_rfqs", + url_args={'date_begin': date_begin, 'date_end': date_end, + 'sortby': sortby, 'filterby': filterby}, + total=rfq_unit_count, + page=page, + step=self._items_per_page + ) + + orders = vendor_rfq.search( + domain, + order=order, + limit=self._items_per_page, + offset=pager['offset'] + ) + values.update({ + 'date': date_begin, + 'rfqs': orders, + 'page_name': 'vendor_rfq', + 'pager': pager, + 'searchbar_sortings': searchbar_sortings, + 'sortby': sortby, + 'searchbar_filters': OrderedDict(sorted(searchbar_filters.items())), + 'filterby': filterby, + 'default_url': '/my/vendor_rfqs', + }) + return request.render( + "vendor_portal_odoo.portal_my_rfq", + values) + + @http.route(['/my/vendor_rfq/'], type='http', auth="public", + website=True) + def portal_my_vendor_rfq(self, rfq_id, access_token=None, **kw): + """Displaying the RFQ details""" + rfq_details = request.env['vendor.rfq'].sudo().browse(int(rfq_id)) + vendor_quote = rfq_details.vendor_quote_history_ids.filtered( + lambda x: x.vendor_id.id == request.env.user.partner_id.id) + quoted_price = vendor_quote.quoted_price + values = self._rfq_get_page_view_values(rfq_details, access_token, **kw) + values['quoted_price'] = quoted_price + values['vendor_quote'] = vendor_quote + return request.render( + "vendor_portal_odoo.portal_my_vendor_rfq", values) + + @http.route(['/quote/details'], type='http', auth="public", website=True) + def quote_details(self, **post): + """Quote details""" + request.env['vendor.quote.history'].sudo().create({ + 'vendor_id': request.env.user.partner_id.id, + 'quoted_price': float(post.get('price')), + 'estimate_date': post.get('delivery_date'), + 'note': post.get('additional_note'), + 'quote_id': post.get('rfq_id'), + }) + return request.redirect('/my/vendor_rfq/%s' % (post.get('rfq_id'))) diff --git a/vendor_portal_odoo/data/rfq_cron.xml b/vendor_portal_odoo/data/rfq_cron.xml new file mode 100755 index 000000000..26bf2762d --- /dev/null +++ b/vendor_portal_odoo/data/rfq_cron.xml @@ -0,0 +1,14 @@ + + + + + Set RFQs as Done + + code + model.set_rfq_done() + + 1 + days + -1 + + diff --git a/vendor_portal_odoo/data/rfq_mail_templates.xml b/vendor_portal_odoo/data/rfq_mail_templates.xml new file mode 100755 index 000000000..4145f6f46 --- /dev/null +++ b/vendor_portal_odoo/data/rfq_mail_templates.xml @@ -0,0 +1,77 @@ + + + + + + Purchase Order: Send RFQ + + RFQ Request + {{ ctx.get('partner_to') }} + +
+

+ Dear , +
+
+ We would like to request a quotation for the Product + + of + + + Quantity from you. +
+
+ If you are interested, please check and let us know the quote +
+
+ Best regards, +
+ +

+
+
+ {{ ctx.get('lang') }} + +
+ + + Purchase Order: Quote Accepted + + Quote Accepted + {{ ctx.get('partner_to') }} + +
+

+ Dear, +
+
+ We want to let you know that we accept your quoted price of + + for the + + within your specified delivery date + + from you. +
+
+ We'd like to buy + + units of + + from you by the estimated date. +
+ We will send you a purchase order as soon as possible. +
+
+ Best regards, +
+ +

+
+
+ {{ ctx.get('lang') }} + +
+
+
\ No newline at end of file diff --git a/vendor_portal_odoo/data/rfq_sequence.xml b/vendor_portal_odoo/data/rfq_sequence.xml new file mode 100755 index 000000000..56f40e905 --- /dev/null +++ b/vendor_portal_odoo/data/rfq_sequence.xml @@ -0,0 +1,13 @@ + + + + + + RFQ Sequence + vendor.rfq + RFQ + 5 + + + + \ No newline at end of file diff --git a/vendor_portal_odoo/doc/RELEASE_NOTES.md b/vendor_portal_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..19e8076d8 --- /dev/null +++ b/vendor_portal_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 01.02.2024 +#### Version 17.0.1.0.0 +##### ADD +-Initial Commit for Odoo Vendor Portal diff --git a/vendor_portal_odoo/models/__init__.py b/vendor_portal_odoo/models/__init__.py new file mode 100755 index 000000000..ee0198c55 --- /dev/null +++ b/vendor_portal_odoo/models/__init__.py @@ -0,0 +1,25 @@ +# -*- 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 res_partner +from . import vendor_quote_history +from . import vendor_rfq diff --git a/vendor_portal_odoo/models/res_config_settings.py b/vendor_portal_odoo/models/res_config_settings.py new file mode 100755 index 000000000..633fb0980 --- /dev/null +++ b/vendor_portal_odoo/models/res_config_settings.py @@ -0,0 +1,73 @@ +# -*- 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 ResConfigSettings(models.TransientModel): + """Class used to add field to res.config.settings""" + _inherit = 'res.config.settings' + + rfq_done_based_on = fields.Selection([ + ('based_on_price', 'Minimum Quoted Price'), + ('based_on_delivery_time', 'Minimum Delivery time') + ], string="Set RFQs Based on", default='based_on_price', help='RFQ Based On') + quote_submission_msg = fields.Text("Quote Submission", + help="Status message to display if a quote was submitted") + quote_accept_msg = fields.Text("Quote Acceptance", + help="Status message to display if a quote was accepted") + quote_not_accept_msg = fields.Text("Quote not Accepted", + help="Status message to display if a quote was not accepted" + ) + quote_cancel_msg = fields.Text("Quote Cancelled", + help="Status message to display if a quote was cancelled") + quote_to_po_msg = fields.Text("PO created for the RFQ", + help="Status message to display if a quote was converted to PO") + + def set_values(self): + """Setting field values""" + res = super(ResConfigSettings, self).set_values() + config_parm = self.env['ir.config_parameter'].sudo() + config_parm.set_param( + 'vendor_portal_odoo.rfq_done_based_on', self.rfq_done_based_on) + config_parm.set_param( + 'vendor_portal_odoo.quote_submission_msg', self.quote_submission_msg) + config_parm.set_param( + 'vendor_portal_odoo.quote_accept_msg', self.quote_accept_msg) + config_parm.set_param( + 'vendor_portal_odoo.quote_not_accept_msg', self.quote_not_accept_msg) + config_parm.set_param( + 'vendor_portal_odoo.quote_cancel_msg', self.quote_cancel_msg) + config_parm.set_param( + 'vendor_portal_odoo.quote_to_po_msg', self.quote_to_po_msg) + return res + + def get_values(self): + """Getting field values""" + res = super(ResConfigSettings, self).get_values() + config_parm = self.env['ir.config_parameter'].sudo() + res['rfq_done_based_on'] = config_parm.get_param('vendor_portal_odoo.rfq_done_based_on') + res['quote_submission_msg'] = config_parm.get_param('vendor_portal_odoo.quote_submission_msg') + res['quote_accept_msg'] = config_parm.get_param('vendor_portal_odoo.quote_accept_msg') + res['quote_not_accept_msg'] = config_parm.get_param('vendor_portal_odoo.quote_not_accept_msg') + res['quote_cancel_msg'] = config_parm.get_param('vendor_portal_odoo.quote_cancel_msg') + res['quote_to_po_msg'] = config_parm.get_param('vendor_portal_odoo.quote_to_po_msg') + return res diff --git a/vendor_portal_odoo/models/res_partner.py b/vendor_portal_odoo/models/res_partner.py new file mode 100755 index 000000000..c711e81bc --- /dev/null +++ b/vendor_portal_odoo/models/res_partner.py @@ -0,0 +1,32 @@ +# -*- 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 ResPartner(models.Model): + """Class used to add field to res.partner for differentiate + registered vendors""" + _inherit = 'res.partner' + + is_registered = fields.Boolean("Is Registered Vendor", default=False, + help="To denote the is the partner is " + "registered as vendor") diff --git a/vendor_portal_odoo/models/vendor_quote_history.py b/vendor_portal_odoo/models/vendor_quote_history.py new file mode 100644 index 000000000..ac9fabdfc --- /dev/null +++ b/vendor_portal_odoo/models/vendor_quote_history.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 . +# +############################################################################# +from odoo import fields, models + + +class VendorQuoteHistory(models.Model): + """Vendor Quotation History""" + _name = 'vendor.quote.history' + _description = "Vendor Quotation History" + _rec_name = 'vendor_id' + + vendor_id = fields.Many2one('res.partner', + domain="[('is_registered', '=', True)]", + string="Vendor", + help="Select Vendor") + quoted_price = fields.Monetary(currency_field='currency_id', + help="Quoted Price") + currency_id = fields.Many2one('res.currency', string='Currency', + help="Currency", + required=True, + default=lambda + self: self.env.user.company_id.currency_id) + estimate_date = fields.Date(string="Estimate date", help="Estimated Date") + note = fields.Text(string="Note", help="Additional Note") + quote_id = fields.Many2one('vendor.rfq', help="Quote ID") diff --git a/vendor_portal_odoo/models/vendor_rfq.py b/vendor_portal_odoo/models/vendor_rfq.py new file mode 100755 index 000000000..2693c6783 --- /dev/null +++ b/vendor_portal_odoo/models/vendor_rfq.py @@ -0,0 +1,180 @@ +# -*- 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 VendorRFQ(models.Model): + """Vendor RFQ model""" + _name = 'vendor.rfq' + _inherit = ['mail.thread', 'mail.activity.mixin'] + _description = 'Vendor RFQ' + + name = fields.Char('RFQ Reference', required=True, index=True, + help="Name", copy=False, default=lambda x: _('New')) + product_id = fields.Many2one('product.product', string='Product', + help="Select Product") + quantity = fields.Float(string="Quantity", help="Quantity Required") + uom_id = fields.Many2one('uom.uom', string='UoM', help="UOM") + estimated_quote = fields.Monetary("Estimated Quote", + currency_field='currency_id', + help="Estimated Quote Price") + currency_id = fields.Many2one('res.currency', string='Currency', + help="Currency", + required=True, + default=lambda + self: self.env.user.company_id.currency_id) + notes = fields.Html(string='Notes', help="Additional Note") + estimated_delivery_date = fields.Date(string="Delivery date", + help="Vendor's delivery date") + quote_date = fields.Date(default=fields.Datetime.now(), help="Quote Date ") + closing_date = fields.Date(string="Closing date", + help="Quotation closing date") + vendor_ids = fields.Many2many('res.partner', + domain="[('is_registered', '=', True)]", + help="Vendors you want to send quotations") + vendor_quote_history_ids = fields.One2many('vendor.quote.history', + 'quote_id', + string="Vendor Quote History", + help="Vendor Quote History") + user_id = fields.Many2one('res.users', default=lambda self: self.env.user, + string="Responsible", help="Responsible Person") + approved_vendor_id = fields.Many2one('res.partner', string="Approved Vendor", help="Approved Vendor") + order_id = fields.Many2one('purchase.order', string='Order ID', help="Order ID") + state = fields.Selection([ + ('draft', 'Draft'), + ('pending', 'Pending'), + ('in_progress', 'In Progress'), + ('done', 'Done'), + ('cancel', 'Cancelled'), ('order', 'Purchase Order'), + ], string="Status", default='draft', help="Different stages") + company_id = fields.Many2one( + 'res.company', string='Company', + default=lambda self: self.env.company, help="Select Company" + ) + + @api.model + def create(self, vals): + """Create function""" + if vals.get('name', 'New') == 'New': + vals['name'] = self.env['ir.sequence'].next_by_code( + 'vendor.rfq') or '/' + res = super(VendorRFQ, self).create(vals) + return res + + def action_send_by_mail(self): + """For sending email to vendors""" + template = self.env.ref( + 'vendor_portal_odoo.email_template_vendor_rfq_request').id + for vendor in self.vendor_ids: + context = { + 'name': vendor.name, + 'lang': vendor.lang, + } + email_values = { + 'email_to': vendor.email, + 'email_from': self.env.user.partner_id.email, + } + self.env['mail.template'].browse(template).with_context( + context).send_mail(self.id, email_values=email_values, + force_send=True) + self.state = 'in_progress' + + def action_pending(self): + """For changing state to pending""" + self.state = 'pending' + + def action_cancel(self): + """For changing state to cancel""" + self.state = 'cancel' + + def action_done(self): + """For mark as done""" + + return { + 'type': 'ir.actions.act_window', + 'view_mode': 'form', + 'res_model': 'rfq.done', + 'target': 'new', + 'views': [[False, 'form']], + 'context': {'default_quote_ids': self.vendor_quote_history_ids.ids}, + } + + def action_create_quotation(self): + """For creating purchase RFQ from vendor quotations""" + rfq_quote = self.env['vendor.quote.history'].search([ + ('vendor_id', '=', self.approved_vendor_id.id), + ('quote_id', '=', self.id)]) + price = rfq_quote.quoted_price + order = self.env['purchase.order'].sudo().create({ + 'partner_id': self.approved_vendor_id.id, + 'order_line': [ + (0, 0, { + 'name': self.product_id.name, + 'product_id': self.product_id.id, + 'product_qty': self.quantity, + 'product_uom': self.product_id.uom_po_id.id, + 'price_unit': price, + 'date_planned': rfq_quote.estimate_date, + 'taxes_id': [(6, 0, self.product_id.supplier_taxes_id.ids)], + })], + }) + self.write({ + 'state': 'order', + 'order_id': order.id + }) + return { + 'type': 'ir.actions.act_window', + 'res_model': 'purchase.order', + 'res_id': order.id, + 'target': 'current', + 'views': [(False, 'form')], + } + + def set_rfq_done(self): + """Set the RFQ as done""" + quotes = self.search([('state', '=', 'in_progress'), + ('vendor_quote_history_ids', + '!=', False), + ('closing_date', '=', + fields.Date.today())]) + if quotes: + rfq_done_based_on = self.env['ir.config_parameter'].get_param( + 'vendor_portal_odoo.rfq_done_based_on') + for rec in quotes: + order = 'quoted_price asc' if rfq_done_based_on == 'based_on_price' else 'estimate_date asc' + vendor_quotes = rec.vendor_quote_history_ids.search([], + limit=1, + order=order) + rec.write({ + 'approved_vendor_id': vendor_quotes.vendor_id.id, + 'state': 'done' + }) + + def get_purchase_order(self): + """Purchase Order""" + return { + 'type': 'ir.actions.act_window', + 'res_model': 'purchase.order', + 'res_id': self.order_id.id, + 'target': 'current', + 'views': [(False, 'form')], + } diff --git a/vendor_portal_odoo/security/ir.model.access.csv b/vendor_portal_odoo/security/ir.model.access.csv new file mode 100755 index 000000000..ea80a692c --- /dev/null +++ b/vendor_portal_odoo/security/ir.model.access.csv @@ -0,0 +1,5 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_register_vendor_wizard,access.register.vendor.wizard,model_register_vendor,base.group_user,1,1,1,1 +access_vendor_rfq,access.vendor.rfq,model_vendor_rfq,base.group_user,1,1,1,1 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b/vendor_portal_odoo/static/description/index.html @@ -0,0 +1,879 @@ + + + + + + + Odoo App 3 Index + + + + + + + + +
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+ Community +
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+ Enterprise +
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+ Odoo Vendor Portal

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+ Vendor Portal Management in Odoo17 +

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+ Key Highlights +

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+ Simplified Odoo Vendor Management

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+ Mail notification to Vendor

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+ Create individual portals for your suppliers on the Odoo website

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+ Approve the RFQ automatically based on the configuration

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+ Register Vendors to access the portal

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+ Send the vendor portal invitation link to invite the desired vendors to the portal

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+ List of registered vendors

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+ Configuration for Vendor Portal

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+ Set the Conditions to automatically set the RFQs as completed.
+ Set the status messages that customers see in the vendor portal. +

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+ Create RFQ with necessary details

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+ Send RFQ's to the Selected Vendors

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+ From the vendor portal website, vendors can submit their quotes to the admin

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+ When the administrator updates the backend, the vendor can check the status of his quote

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+ Admins are able to see the submitted Quotes

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+ Admins are able to mark the RFQ as done

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+ Vendor will receive an email when his quote has been accepted

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+ Portal RFQ Status of accepted quotes

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+ Portal RFQ Status of rejected quotes

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    +
  • + Simplified Odoo Vendor Management +
  • +
  • + Mail notification to Vendor +
  • +
  • + Create individual portals for your suppliers on the Odoo website +
  • +
  • + Approve the RFQ automatically based on the configuration +
  • +
  • + Utilize Odoo to Manage & Track Your Vendors +
  • +
  • + Community & Enterprise Support +
  • +
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+
Version + 17.0.1.0.0|Released on: 1st February 2024 +
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+ Initial Commit for Odoo Vendor Portal.

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+ Related Products

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+ Our Services

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+ service-icon +
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Odoo + Customization

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+ service-icon +
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Odoo + Implementation

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+ service-icon +
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Odoo + Support

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+ service-icon +
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+

Hire + Odoo Developer

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+ +
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+ service-icon +
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+

Odoo + Integration

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+ service-icon +
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Odoo + Migration

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+ service-icon +
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Odoo + Consultancy

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+ service-icon +
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+

Odoo + Implementation

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+ service-icon +
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Odoo + Licensing Consultancy

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+ Our Industries

+ +
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+ +

Trading

+

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

+

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

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Keep track of services and invoice

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+ +

+ Restaurant

+

Run your bar or restaurant methodically

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+ +

Hotel + Management

+

An all-inclusive hotel management application

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+

+ Support

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+ +
+ Need + Help? +

Got + questions or need help? Get in touch.

+
odoo@cybrosys.com +
+
+
+
+
+
+
+
+ +
+ WhatsApp +

Say hi to + us on WhatsApp!

+
+91 + 99456767686 +
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+ + + + + + diff --git a/vendor_portal_odoo/views/portal_rfq_templates.xml b/vendor_portal_odoo/views/portal_rfq_templates.xml new file mode 100755 index 000000000..095dd62cf --- /dev/null +++ b/vendor_portal_odoo/views/portal_rfq_templates.xml @@ -0,0 +1,320 @@ + + + + + + + + +