[16.0][ADD] sale_order_confirm_partial: add module

sale_order_confirm_partial/README.rst

@@ -0,0 +1,127 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============================
+Sale Order Partial Confirmation
+===============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:5c1808472b6a1de28c62bb966291f6168117f1661076334a1e5b8b8587880f6a
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/16.0/sale_order_confirm_partial
+    :alt: OCA/sale-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sale-workflow-16-0/sale-workflow-16-0-sale_order_confirm_partial
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to select which sale order lines you would like to
+confirm. It also can create a new quotation in the "Cancel" state with
+all the unconfirmed lines from the original quotation in case you need
+to keep that information.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+Sometimes you need to confirm only selected lines of a Sales Order. Eg
+your customer has asked you a quotation for a desk, five chairs and a
+sofa. However in the end he decides to order only a desk and 2 chairs.
+
+Configuration
+=============
+
+Go to "Sales -> Configuration -> Settings" and scroll down to the
+"Quotation & Orders" section. Enable the "Partial Confirmation"
+checkbox. Enable the "Save Unconfirmed Items" checkbox if you want to
+create a quotation with all the unconfirmed items. Define a suffix for
+the unconfirmed items quotation in the "Unconfirmed Quotation Suffix"
+field. If no suffix is defined then a standard "-U" suffix will be used.
+Eg "SO00023-U".
+
+Usage
+=====
+
+Open a quotation and click the "Confirm" button. A wizard will pop-up
+with the following options available:
+
+- "All Items"
+- "Selected Items"
+
+Choose "Selected Items", set the lines quantities you want to confirm in
+the list below and click "Confirm". If you don't want to confirm
+specific lines at all, just set their quantity to 0. Note, that
+confirmed quantity cannot be negative or greater than ordered quantity
+of related SO line. If you put invalid quantity, you'll be notified via
+error message. Quotation will be updated according to your selection and
+confirmed.
+
+If you have enabled "Save Unconfirmed Items" in the settings a new
+quotation in the "Cancel" state will be created with all the lines that
+were not confirmed. Internal note "Created from will be posted in the
+chatter of the unconfirmed lines quotation. Internal note "Unconfirmed
+lines are saved in will be posted in the chatter of the confirmed sales
+order.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_order_confirm_partial%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Cetmix
+
+Contributors
+------------
+
+Cetmix OÜ https://cetmix.com
+
+- Ivan Sokolov
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_order_confirm_partial>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_order_confirm_partial/__init__.py

@@ -0,0 +1,4 @@
+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import models
+from . import wizard

sale_order_confirm_partial/__manifest__.py

@@ -0,0 +1,18 @@
+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Sale Order Partial Confirmation",
+    "summary": "Select sales order lines to be confirmed",
+    "author": "Cetmix, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sale-workflow",
+    "category": "Sales",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "depends": ["sale"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/res_config_settings_views.xml",
+        "wizard/sale_order_confirm_partial_views.xml",
+    ],
+    "installable": True,
+}

sale_order_confirm_partial/models/__init__.py

@@ -0,0 +1,4 @@
+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import res_config_settings
+from . import sale_order

sale_order_confirm_partial/models/res_config_settings.py

@@ -0,0 +1,26 @@
+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    sale_order_confirm_partial_enabled = fields.Boolean(
+        string="Partial Confirmation",
+        config_parameter="sale_order_confirm_partial.enabled",
+    )
+    so_confirm_partial_save_unconfirmed = fields.Boolean(
+        string="Save Unconfirmed Items",
+        config_parameter="sale_order_confirm_partial.save_unconfirmed",
+        help=(
+            "If enabled a new quotation in the 'Cancel' "
+            "state will be created with all the lines "
+            "that were not confirmed."
+        ),
+    )
+    so_confirm_partial_unconfirmed_suffix = fields.Char(
+        string="Unconfirmed Quotation Suffix",
+        config_parameter="sale_order_confirm_partial.unconfirmed_suffix",
+        default="-U",
+    )

sale_order_confirm_partial/models/sale_order.py

@@ -0,0 +1,149 @@
+# Copyright (C) 2024 Cetmix OÜ
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import _, models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def action_confirm(self):
+        """
+        If partial confirmation feature is enabled,
+        instead of standard SO confirmation at first we need
+        to open the partial confirmation wizard for current SO.
+
+        If feature is disabled or 'standard_confirm_proceed' context key
+        was specified as True, then we proceed with standard confirmation.
+        """
+
+        force_confirm = self.env.context.get("standard_confirm_proceed", False)
+        partial_confirm_enabled = (
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param(
+                "sale_order_confirm_partial.enabled",
+                False,
+            )
+        )
+        if force_confirm or not partial_confirm_enabled:
+            return super().action_confirm()
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "sale_order_confirm_partial.sale_order_confirm_partial_action"
+        )
+        action.update(
+            {
+                "context": {
+                    "default_sale_order_id": self.id,
+                }
+            }
+        )
+        return action
+
+    def _process_unconfirmed_quotation(self, confirmed_lines):
+        """
+        If 'Save Unconfirmed Items' feature is enabled,
+        then create a new quotation in the 'Cancel' state
+        and move all unconfirmed lines to it.
+
+        Quantities of those lines should be reduced
+        depending on confirmed quantities.
+
+        If after reduction the quantity of any line
+        is less than or equal to 0, then remove that line.
+
+        Args:
+            confirmed_lines: sale.order.confirm.partial.line recordset.
+            Lines to be confirmed.
+
+        Returns:
+            sale.order: Created unconfirmed quotation
+            None: If feature is disabled or no unconfirmed lines
+        """
+        self.ensure_one()
+        ICPsudo = self.env["ir.config_parameter"].sudo()
+        save_unconfirmed = ICPsudo.get_param(
+            "sale_order_confirm_partial.save_unconfirmed", False
+        )
+        if not save_unconfirmed:
+            return
+        # If all lines are confirmed and confirmed quantity
+        # is equal to ordered quantity, then no need to create
+        # unconfirmed quotation.
+        if all(
+            [
+                line.confirmed_qty == line.so_line_id.product_uom_qty
+                for line in confirmed_lines
+            ]
+        ) and len(confirmed_lines) == len(self.order_line):
+            return
+        unconfirmed_suffix = ICPsudo.get_param(
+            "sale_order_confirm_partial.unconfirmed_suffix", "-U"
+        )
+        unconfirmed_order = self.copy(
+            {
+                "name": self.name + unconfirmed_suffix,
+                "order_line": False,
+            }
+        )
+        unconfirmed_lines = self.env["sale.order.line"]
+        for line in self.order_line:
+            confirmed_line = confirmed_lines.filtered(lambda x: x.so_line_id == line)
+            if confirmed_line.confirmed_qty == line.product_uom_qty:
+                continue
+            unconfirmed_lines |= line.copy(
+                {
+                    "order_id": unconfirmed_order.id,
+                    "product_uom_qty": line.product_uom_qty
+                    - confirmed_line.confirmed_qty,
+                }
+            )
+        unconfirmed_order.state = "cancel"
+        unconfirmed_order.message_post(
+            body=_(
+                "Created from "
+                "<a href=# data-oe-model=sale.order data-oe-id=%(id)d>%(name)s</a>"
+            )
+            % {"id": self.id, "name": self.name},
+            partner_id=self.env.ref("base.partner_root").id,
+            subtype_id=self.env.ref("mail.mt_note").id,
+        )
+        return unconfirmed_order
+
+    def _update_order_lines_qty(self, confirmed_lines):
+        """
+        Update quantities of order lines depending
+        on confirmed quantities in selected lines.
+
+        Args:
+            confirmed_lines: sale.order.confirm.partial.line recordset.
+        """
+        self.ensure_one()
+        for line in confirmed_lines:
+            line.so_line_id.product_uom_qty = line.confirmed_qty
+
+    def action_confirm_partial(self, confirmed_lines):
+        """
+        Confirms only selected lines of the SO.
+
+        If 'Save Unconfirmed Items' feature is enabled,
+        then it creates also a new quotation in the 'Cancel' state
+        containing all unconfirmed lines and quantities.
+
+        Args:
+            confirmed_lines: sale.order.confirm.partial.line recordset.
+            Lines to be confirmed.
+        """
+        self.ensure_one()
+        unconfirmed_quotation = self._process_unconfirmed_quotation(confirmed_lines)
+        self._update_order_lines_qty(confirmed_lines)
+        self.with_context(standard_confirm_proceed=True).action_confirm()
+        if unconfirmed_quotation:
+            self.message_post(
+                body=_(
+                    "Unconfirmed lines are saved in "
+                    "<a href=# data-oe-model=sale.order data-oe-id=%(id)d>%(name)s</a>"
+                )
+                % {"id": unconfirmed_quotation.id, "name": unconfirmed_quotation.name},
+                partner_id=self.env.ref("base.partner_root").id,
+                subtype_id=self.env.ref("mail.mt_note").id,
+            )

sale_order_confirm_partial/readme/CONFIGURE.md

@@ -0,0 +1,4 @@
+Go to "Sales -> Configuration -> Settings" and scroll down to the "Quotation & Orders" section.
+Enable the "Partial Confirmation" checkbox.
+Enable the "Save Unconfirmed Items" checkbox if you want to create a quotation with all the unconfirmed items.
+Define a suffix for the unconfirmed items quotation in the "Unconfirmed Quotation Suffix" field. If no suffix is defined then a standard "-U" suffix will be used. Eg "SO00023-U".

sale_order_confirm_partial/readme/CONTEXT.md

@@ -0,0 +1,2 @@
+Sometimes you need to confirm only selected lines of a Sales Order.
+Eg your customer has asked you a quotation for a desk, five chairs and a sofa. However in the end he decides to order only a desk and 2 chairs.

sale_order_confirm_partial/readme/CONTRIBUTORS.md

@@ -0,0 +1,3 @@
+Cetmix OÜ https://cetmix.com
+
+- Ivan Sokolov

sale_order_confirm_partial/readme/DESCRIPTION.md

@@ -0,0 +1 @@
+This module allows to select which sale order lines you would like to confirm. It also can create a new quotation in the "Cancel" state with all the unconfirmed lines from the original quotation in case you need to keep that information.

sale_order_confirm_partial/readme/USAGE.md

@@ -0,0 +1,14 @@
+Open a quotation and click the "Confirm" button.
+A wizard will pop-up with the following options available:
+
+- "All Items"
+- "Selected Items"
+
+Choose "Selected Items", set the lines quantities you want to confirm in the list below and click "Confirm".
+If you don't want to confirm specific lines at all, just set their quantity to 0.
+Note, that confirmed quantity cannot be negative or greater than ordered quantity of related SO line. If you put invalid quantity, you'll be notified via error message.
+Quotation will be updated according to your selection and confirmed.
+
+If you have enabled "Save Unconfirmed Items" in the settings a new quotation in the "Cancel" state will be created with all the lines that were not confirmed.
+Internal note "Created from <SalesOrderNumber> will be posted in the chatter of the unconfirmed lines quotation.
+Internal note "Unconfirmed lines are saved in <UnconfirmedQuotationNumber> will be posted in the chatter of the confirmed sales order.

sale_order_confirm_partial/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_sale_order_confirm_partial_wizard,access_sale_order_confirm_partial_wizard,model_sale_order_confirm_partial,sales_team.group_sale_salesman,1,1,1,1
+access_sale_order_confirm_partial_line,access_sale_order_confirm_partial_line,model_sale_order_confirm_partial_line,sales_team.group_sale_salesman,1,1,1,1