diff --git a/vendor_portal_odoo/README.rst b/vendor_portal_odoo/README.rst new file mode 100644 index 000000000..1161150c9 --- /dev/null +++ b/vendor_portal_odoo/README.rst @@ -0,0 +1,47 @@ +.. 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 + +Odoo Vendor Portal +================== +* This module helps to send quotations for a product to multiple vendors and vendors can +add their price in their portal and choose the best quotation for the product. + +Configuration +============= +* No additional configurations needed + +License +------- +Affero General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer:(V14) Ammu Raj, 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 100644 index 000000000..617fd7746 --- /dev/null +++ b/vendor_portal_odoo/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 controllers +from . import models +from . import wizard diff --git a/vendor_portal_odoo/__manifest__.py b/vendor_portal_odoo/__manifest__.py new file mode 100644 index 000000000..2b02bee0b --- /dev/null +++ b/vendor_portal_odoo/__manifest__.py @@ -0,0 +1,54 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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': 'Odoo Vendor Portal', + 'version': '14.0.1.0.0', + '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/ir_sequence_data.xml', + 'data/mail_data.xml', + 'data/ir_cron_data.xml', + 'wizard/register_vendor.xml', + 'wizard/rfq_done.xml', + 'views/res_partner_views.xml', + 'views/vendor_rfq_views.xml', + 'views/res_config_settings_views.xml', + 'views/portal_rfq_templates.xml', + 'views/portal_menus.xml' + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-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 100644 index 000000000..6ca7d9bd1 --- /dev/null +++ b/vendor_portal_odoo/controllers/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 portal diff --git a/vendor_portal_odoo/controllers/portal.py b/vendor_portal_odoo/controllers/portal.py new file mode 100644 index 000000000..955c2d415 --- /dev/null +++ b/vendor_portal_odoo/controllers/portal.py @@ -0,0 +1,137 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 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): + """The rfq portal designing""" + + def _prepare_home_portal_values(self, counters): + """RFQs in home portal""" + user_partner = request.env.user.partner_id + values = super()._prepare_home_portal_values(counters) + if 'my_rfq_count' in counters: + values['my_rfq_count'] = request.env[ + 'vendor.rfq'].sudo().search_count( + [('vendor_ids', 'in', user_partner.ids)]) + return values + + def _rfq_get_page_view_values(self, vendor_rfq, access_token, **kwargs): + """The values of RFQ Page""" + 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): + """Function for 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): + """The details of Quote""" + 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/ir_cron_data.xml b/vendor_portal_odoo/data/ir_cron_data.xml new file mode 100644 index 000000000..26bf2762d --- /dev/null +++ b/vendor_portal_odoo/data/ir_cron_data.xml @@ -0,0 +1,14 @@ + + + + + Set RFQs as Done + + code + model.set_rfq_done() + + 1 + days + -1 + + diff --git a/vendor_portal_odoo/data/ir_sequence_data.xml b/vendor_portal_odoo/data/ir_sequence_data.xml new file mode 100644 index 000000000..17b00db37 --- /dev/null +++ b/vendor_portal_odoo/data/ir_sequence_data.xml @@ -0,0 +1,13 @@ + + + + + + RFQ Sequence + vendor.rfq + RFQ + 5 + + + + diff --git a/vendor_portal_odoo/data/mail_data.xml b/vendor_portal_odoo/data/mail_data.xml new file mode 100644 index 000000000..a6cf43d42 --- /dev/null +++ b/vendor_portal_odoo/data/mail_data.xml @@ -0,0 +1,73 @@ + + + + + Purchase Order: Send RFQ + + RFQ Request + ${ctx.get('partner_to')} + +
+

+ Dear ${ctx.get('name')}, +
+
+ We would like to request a quotation for the Product + ${object.product_id.name} + of + ${object.quantity} + Quantity from you. +
+
+ If you are interested, please check and let us know the quote +
+
+ Best regards, +
+ ${object.user_id.name} +

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

+ Dear ${ctx.get('name')}, +
+
+ We want to let you know that we accept your quoted price of + ${ctx.get('price')} + for the + ${object.product_id.name} + within your specified delivery date + ${ctx.get('delivery_date')} + from you. +
+
+ We'd like to buy + ${object.quantity} + units of + + from you by the estimated date. +
+ We will send you a purchase order as soon as possible. +
+
+ Best regards, +
+ ${object.user_id.name} +

+
+
+ ${ctx.get('lang')} + +
+
diff --git a/vendor_portal_odoo/doc/RELEASE_NOTES.md b/vendor_portal_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..69c02d290 --- /dev/null +++ b/vendor_portal_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 22.12.2023 +#### Version 14.0.1.0.0 +##### 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 100644 index 000000000..363257070 --- /dev/null +++ b/vendor_portal_odoo/models/__init__.py @@ -0,0 +1,25 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 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 100644 index 000000000..aadf992cf --- /dev/null +++ b/vendor_portal_odoo/models/res_config_settings.py @@ -0,0 +1,53 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 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 done conditions") + quote_submission_msg = fields.Char( + string="Quote Submission", + config_parameter="vendor_portal_odoo.quote_submission_msg", + help="Status message to display if a quote was submitted") + quote_accept_msg = fields.Char( + string="Quote Acceptance", + config_parameter="vendor_portal_odoo.quote_accept_msg", + help="Status message to display if a quote was accepted") + quote_not_accept_msg = fields.Char( + string="Quote not Accepted", + config_parameter="vendor_portal_odoo.quote_not_accept_msg", + help="Status message to display if a quote was not accepted") + quote_cancel_msg = fields.Char( + string="Quote Cancelled", + config_parameter="vendor_portal_odoo.quote_cancel_msg", + help="Status message to display if a quote was cancelled") + quote_to_po_msg = fields.Char( + string="PO created for the RFQ", + config_parameter="vendor_portal_odoo.quote_to_po_msg", + help="Status message to display if a quote was converted to PO") diff --git a/vendor_portal_odoo/models/res_partner.py b/vendor_portal_odoo/models/res_partner.py new file mode 100644 index 000000000..c20ee9dbe --- /dev/null +++ b/vendor_portal_odoo/models/res_partner.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 ResPartner(models.Model): + """Class used to add field to res partner for differentiate registered + vendors""" + _inherit = 'res.partner' + + is_registered = fields.Boolean(string="Is Registered Vendor", + 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..985421169 --- /dev/null +++ b/vendor_portal_odoo/models/vendor_quote_history.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 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="Registered vendors") + quoted_price = fields.Monetary(currency_field='currency_id', + string="Quoted Price", + help="The price quoted by vendor") + currency_id = fields.Many2one('res.currency', string='Currency', + required=True, + default=lambda + self: self.env.user.company_id.currency_id, + help="The current company currency") + estimate_date = fields.Date(string="Estimate date", + help="Estimated date of the quotation") + note = fields.Text(string="Note", help="Additional notes of the quote") + quote_id = fields.Many2one('vendor.rfq', string="Quote", + help='The related field from vendor rfq') diff --git a/vendor_portal_odoo/models/vendor_rfq.py b/vendor_portal_odoo/models/vendor_rfq.py new file mode 100644 index 000000000..f911fabaa --- /dev/null +++ b/vendor_portal_odoo/models/vendor_rfq.py @@ -0,0 +1,182 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (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 VendorRFQ(models.Model): + """Vendor RFQ model""" + _name = 'vendor.rfq' + _inherit = ['mail.thread', 'mail.activity.mixin'] + _description = 'Vendor RFQ' + + name = fields.Char(string='RFQ Reference', required=True, index=True, + copy=False, default=lambda x: _('New'), + help="Name of the Vendor RFQ") + product_id = fields.Many2one('product.product', string='Product', + help="Select the required product for quote") + quantity = fields.Float(string="Quantity", + help="Number of product quantity") + uom_id = fields.Many2one('uom.uom', string='UoM', help="Unit of measure") + estimated_quote = fields.Monetary(string="Estimated Quote", + currency_field='currency_id', + help="Estimated Quote Price") + currency_id = fields.Many2one('res.currency', string='Currency', + required=True, + default=lambda + self: self.env.user.company_id.currency_id, + help="Current currency") + notes = fields.Html(string='Notes', help="Additional notes") + estimated_delivery_date = fields.Date(string="Delivery date", + help="Vendor's delivery date") + quote_date = fields.Datetime(default=fields.Datetime.now(), readonly=1, + string='Quote Date', help="Date of the quote") + closing_date = fields.Date(string="Closing date", + help="Quotation closing date") + vendor_ids = fields.Many2many('res.partner', string="Vendors", + domain="[('is_registered', '=', True)]", + help="Vendors you want to send quotations") + vendor_quote_history_ids = fields.One2many('vendor.quote.history', + 'quote_id', string="Vendors", + help="The quote history of the" + "vendors") + user_id = fields.Many2one('res.users', string="Responsible", + default=lambda self: self.env.user, + help="Current user") + approved_vendor_id = fields.Many2one('res.partner', + string="Approved Vendors", + help="The approved vendors") + purchase_order_id = fields.Many2one('purchase.order', + string="Purchase Order", + help="All purchase orders") + state = fields.Selection([ + ('draft', 'Draft'), + ('pending', 'Pending'), + ('in_progress', 'In Progress'), + ('done', 'Done'), + ('cancel', 'Cancelled'), ('order', 'Purchase Order'), + ], string="Status", default='draft', help="Status of the vendor rfq") + company_id = fields.Many2one('res.company', string='Company', + default=lambda self: self.env.company, + help='Current company') + + @api.model + def create(self, vals): + """Create function for vendor rfq""" + 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, + 'partner_to': vendor.id, + 'lang': vendor.lang, + } + email_values = { + 'email_to': vendor.email, + 'email_from': self.env.user.partner_id.email, + 'subject': 'RFQ Request', + } + 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']], + } + + 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', + 'purchase_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 action_get_purchase_order(self): + """Returns Purchase Order""" + return { + 'type': 'ir.actions.act_window', + 'res_model': 'purchase.order', + 'res_id': self.purchase_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 100644 index 000000000..4bf39764e --- /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_user,access.register.vendor.user,model_register_vendor,base.group_user,1,1,1,1 +access_vendor_rfq_user,access.vendor.rfq.user,model_vendor_rfq,base.group_user,1,1,1,1 +access_vendor_quote_history_user,access.vendor.quote.history.user,model_vendor_quote_history,base.group_user,1,1,1,1 +access_rfq_done_user,access.rfq.done.user,model_rfq_done,base.group_user,1,1,1,1 diff --git a/vendor_portal_odoo/security/vendor_rfq_security.xml b/vendor_portal_odoo/security/vendor_rfq_security.xml new file mode 100644 index 000000000..c422cddbe --- /dev/null +++ b/vendor_portal_odoo/security/vendor_rfq_security.xml @@ -0,0 +1,11 @@ + + + + + Vendor Quotation multi company rule + + ['|', ('company_id', '=', False), + ('company_id', 'in', company_ids)] + + + diff --git a/vendor_portal_odoo/static/description/assets/icons/check.png b/vendor_portal_odoo/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.Sh +
+
+
+ +
+
+
+ +

+ Odoo Vendor Portal +

+

Simplifies the Process of Sending Product Quotations to + Multiple Vendors, Enabling Them to Submit Their Pricing and Allowing You to Select the Best Quotation.

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

Explore This + Module

+
+ + + + +
+
+ +
+

Overview +

+
+
+
+ This module helps to simplify the purchase and vendor management in Odoo. +
+
+ + + +
+
+ +
+

Features +

+
+
+
+
+ + Simplified Odoo Vendor Management +
+
+ + Create individual portals for your suppliers on the Odoo website +
+
+ + Utilize Odoo to Manage & Track Your Vendors +
+
+
+
+ + Mail notification to Vendor +
+ +
+ + Approve the RFQ automatically based on the configuration +
+ +
+
+ + + +
+
+ +
+

Screenshots +

+
+
+
+ +
+

Make a Vendor Registered +

+

Take the Registered Vendors and click the below smart button to give the Vendor Portal access. +

+ +
+ +
+

+ Portal invitation link to Vendor +

+

When clicking on the button will allow to send the vendor + portal invitation link to invite the desired vendors to the portal. +

+ +
+ +
+

List of Registered + Vendors +

+

You can see all Registered Vendors from Vendors-->Registered Vendors. +

+ +
+ +
+

Configuration for + Vendor Portal +

+

Set RFQs as done - Set the Conditions to + automatically set the RFQs as completed. +

+

Vendor RFQs Status Message - Set the status messages + that customers see in the vendor portal in every stage of quotation. +

+ +
+ +
+

Create RFQ with + necessary details +

+

RFQ will create for each Vendor in their portal with required Quantity of Product. +

+ +
+ +
+

Send RFQs to the + Selected Vendors +

+

After clicking the button SEND INVITATION MAIL, a mail and rfq will create for the vendors selected. +

+ +
+ +
+

Portal view and Submitting the Quote +

+

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

+ +
+ +
+

Vendor can check the status of the Quote from the Portal. +

+

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

+ +
+ +
+

Submitted Quotes in the backend +

+

Admins are able to + see the submitted Quotes. +

+ +
+
+

Admins are able to + mark the RFQ as Done +

+

It's possible to select the desired vendor by Administrator, then he can click MARK AS DONE. +

+ +
+
+

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

+

The vendor selected by the Administrator will receive an Email when his quote has been accepted. +

+ +
+
+

Portal RFQ Status of + accepted quotes +

+

Accepted vendor will receive the status that quote has been accepted(The message that you set in the settings). +

+ +
+
+

Portal RFQ Status of + rejected quotes +

+

Rejected vendor will receive the rejected message. +

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

Related + Products +

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

Our Services +

+
+ +
+
+
+
+ +
+
+ Odoo + Customization
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Support
+
+ + +
+
+ +
+
+ Hire + Odoo + Developer
+
+ +
+
+ +
+
+ Odoo + Integration
+
+ +
+
+ +
+
+ Odoo + Migration
+
+ + +
+
+ +
+
+ Odoo + Consultancy
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Licensing Consultancy
+
+
+ +
+ + + + + +
+
+ +
+

Our + Industries +

+
+ +
+
+
+
+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
+ +
+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+ +
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+ +
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+ +
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

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+
+ +
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+ +
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+ +
+
+ +
+ 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 8606827707

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+ +
+
+
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