[18.0][MIG] sale_substate: Migration to 18.0

sale_substate/README.rst

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+==============
+Sale Sub State
+==============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:27ee2f0bb5e10f298583dd5d40392621dd01590b77f02879021f9479fa696c62
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/licence-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/18.0/sale_substate
+    :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-18-0/sale-workflow-18-0-sale_substate
+    :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=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to add a substate to sale order. For each sale order
+state you can define a substate. With this module substates can be
+defined allowing to extend the sales workflow. For example, you can add
+substate "waiting for legal documents" if the order cannot be validated
+without this document (sell a car for example).
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+1. | Go to \*\* Settings > Technical > Sub State Configuration \*\* and
+     Add "Base Substate".
+   | If necessary you can add "Target State values" (ex define a
+     substate for "cancel" state). Substate sequence is very important.
+
+2. Create a sale order and check if the substate are displayed on the
+   header of form view. Check if you can't set substate defined for sale
+   if sate is a quotation.
+
+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_substate%0Aversion:%2018.0%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
+-------
+
+* Akretion
+
+Contributors
+------------
+
+- Mourad EL HADJ MIMOUNE <mourad.elhadj.mimoune@akretion.com>
+- Alexei Rivera <arivera@archeti.com> (migration to 15.0)
+
+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/18.0/sale_substate>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_substate/__init__.py

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+from . import models

sale_substate/__manifest__.py

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+# Copyright 2019 Akretion (<http://www.akretion.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sale Sub State",
+    "version": "18.0.1.0.0",
+    "category": "Tools",
+    "author": "Akretion, " "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sale-workflow",
+    "license": "AGPL-3",
+    "depends": ["base_substate", "sale_management"],
+    "data": [
+        "views/sale_views.xml",
+        "data/sale_substate_mail_template_data.xml",
+        "data/sale_substate_data.xml",
+    ],
+    "demo": [
+        "data/sale_substate_demo.xml",
+    ],
+    "installable": True,
+}

sale_substate/data/sale_substate_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="base_substate_type_sale" model="base.substate.type">
+        <field name="name">Sale order Substate</field>
+        <field name="model">sale.order</field>
+        <field name="target_state_field">state</field>
+    </record>
+    <!-- Sale related substate to Sale state (draft, sale) -->
+    <record id="target_state_value_draft" model="target.state.value">
+        <field name="name">Quotation</field>
+        <field name="base_substate_type_id" ref="base_substate_type_sale" />
+        <field name="target_state_value">draft</field>
+    </record>
+    <record id="target_state_value_sale" model="target.state.value">
+        <field name="name">Sale</field>
+        <field name="base_substate_type_id" ref="base_substate_type_sale" />
+        <field name="target_state_value">sale</field>
+    </record>
+</odoo>

sale_substate/data/sale_substate_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <!--Sale Substate -->
+    <record id="base_substate_under_nego" model="base.substate">
+        <field name="name">In negotiation</field>
+        <field name="sequence">1</field>
+        <field name="target_state_value_id" ref="target_state_value_draft" />
+    </record>
+    <record id="base_substate_won" model="base.substate">
+        <field name="name">Won</field>
+        <field name="sequence">2</field>
+        <field name="target_state_value_id" ref="target_state_value_draft" />
+    </record>
+    <record id="base_substate_lost" model="base.substate">
+        <field name="name">Lost</field>
+        <field name="sequence">3</field>
+        <field name="target_state_value_id" ref="target_state_value_draft" />
+    </record>
+    <record id="base_substate_wait_docs" model="base.substate">
+        <field name="name">Waiting for legal documents</field>
+        <field name="sequence">4</field>
+        <field name="target_state_value_id" ref="target_state_value_draft" />
+        <field
+            name="mail_template_id"
+            ref="sale_substate.mail_template_data_sale_substate_wait_docs"
+        />
+    </record>
+    <record id="base_substate_valid_docs" model="base.substate">
+        <field name="name">To validate legal documents</field>
+        <field name="sequence">5</field>
+        <field name="target_state_value_id" ref="target_state_value_sale" />
+    </record>
+    <record id="base_substate_in_delivery" model="base.substate">
+        <field name="name">In delivering</field>
+        <field name="sequence">6</field>
+        <field name="target_state_value_id" ref="target_state_value_sale" />
+        <field
+            name="mail_template_id"
+            ref="sale_substate.mail_template_data_sale_substate_delivery"
+        />
+    </record>
+    <record id="base_substate_delivered" model="base.substate">
+        <field name="name">Delivered</field>
+        <field name="sequence">7</field>
+        <field name="target_state_value_id" ref="target_state_value_sale" />
+    </record>
+</odoo>

sale_substate/data/sale_substate_mail_template_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <!-- Sample Sale substate -related template -->
+    <record id="mail_template_data_sale_substate_wait_docs" model="mail.template">
+        <field name="name">Waiting for legal documents</field>
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field name="subject">Reception of {{object.name}}</field>
+        <field name="use_default_to" eval="True" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+        Dear
+        <t t-out="object.partner_id.name or 'customer'">customer</t>
+        <br />
+        <br />
+        Thank you for your order.
+        <br />
+        In order to validate your order we need the legal documentation.
+        <br />
+        <br />
+        Thank you,
+        <br />
+        <t t-if="user.signature">
+                    <br />
+                    <t t-out="user.signature or ''" />
+                </t>
+    </p>
+            </div>
+        </field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="auto_delete" eval="True" />
+    </record>
+    <record id="mail_template_data_sale_substate_delivery" model="mail.template">
+        <field name="name">In delivery</field>
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field name="subject">Reception of {{object.name}}</field>
+        <field name="use_default_to" eval="True" />
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+        Dear
+        <t t-out="object.partner_id.name or 'customer'">customer</t>
+        <br />
+        Thank you for your order.
+        <br />
+        You order is being prepared for delivery.
+        You will receive a delivery tracking link to follow it.
+        <br />
+        <br />
+
+        Thank you,
+        <br />
+        <t t-if="user.signature">
+                    <br />
+                    <t t-out="user.signature or ''" />
+                </t>
+    </p>
+            </div>
+        </field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="auto_delete" eval="True" />
+    </record>
+</odoo>