[ADD] Addon: sale_order_sign_oca

sale_order_sign_oca/README.rst

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+===================
+Sale Order Sign Oca
+===================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:8eed166d2b22be5ca399810f57661fccd2fdab9ff6db9c5e3a77882a25bd9d02
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fsign-lightgray.png?logo=github
+    :target: https://github.com/OCA/sign/tree/14.0/sale_order_sign_oca
+    :alt: OCA/sign
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sign-14-0/sign-14-0-sale_order_sign_oca
+    :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/sign&target_branch=14.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows you to generate manual and automatic signature
+requests from sale order to customers.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+#. Go to Sign > Roles and create a role with the following data:
+
+-  Partner type: Expression
+-  Expression: ${object.partner_id.id}
+
+#. Go to Sign > Templates and create a template with the following data:
+
+-  Model: Sale Order
+-  In one of the fields, you must set the previously created role.
+
+#. (Optional) Go to Sales > Configuration > Settings.
+
+-  In the Sale Order Sign section, define a template to enable automatic
+   task sing requests.
+-  Use the template previously created.
+
+Usage
+=====
+
+Creating a Signature Request from a Sale Order:
+
+-  Go to Sales > Quotations.
+-  Open an existing quotation or create a new one (make sure to fill in
+   the ``partner_id`` field).
+-  In the sale order form view, click on the action "Sign from
+   template".
+-  Sign Requests will have been generated (and sent) linked to the
+   selected project and task.
+
+Automatic Signature Request creation:
+
+-  Define a template in Sale > Configuration > Settings.
+-  When an customer is assigned to a sale order, a Sign Request will be
+   created (and sent) automatically.
+
+Viewing Signature Requests:
+
+-  Go to Sale > Orders > Quotations.
+-  Open a sale order with an associated signature request.
+-  Click on the smart-button Sign Requests.
+-  Click on any signature request to view its details, status, and
+   progress.
+-  Alternatively, go to Sign > Requests.
+-  Use the Group By feature to group requests by Project and/or Task.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/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/sign/issues/new?body=module:%20sale_order_sign_oca%0Aversion:%2014.0%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
+-------
+
+* KMEE
+
+Contributors
+------------
+
+-  ``KMEE <https://kmee.com.br/>``\ \_:
+
+   -  Tiago Amaral [email protected]
+
+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/sign <https://github.com/OCA/sign/tree/14.0/sale_order_sign_oca>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_order_sign_oca/__init__.py

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+from . import models

sale_order_sign_oca/__manifest__.py

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+# Copyright 2024 KMEE
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sale Order Sign Oca",
+    "summary": """
+        KMEE""",
+    "version": "14.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "KMEE,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sign",
+    "depends": ["sign_oca", "sale"],
+    "data": [
+        "security/sale_order_sign_oca_security.xml",
+        "views/sale_order.xml",
+        "views/sign_oca_request.xml",
+        "views/res_config_settings.xml",
+    ],
+    "demo": [
+        "demo/sign_oca_role.xml",
+        "demo/sign_oca_template.xml",
+    ],
+}

sale_order_sign_oca/demo/sign_oca_role.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 KMEE
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+
+    <record id="sign_role_sale_order_customer" model="sign.oca.role">
+        <field name="name">Sale Order Customer</field>
+        <field name="partner_type">expression</field>
+        <field name="expression_partner">${object.partner_id.id}</field>
+    </record>
+
+</odoo>

sale_order_sign_oca/demo/sign_oca_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 KMEE
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+
+    <record id="sign_oca_template_sale_order_demo" model="sign.oca.template">
+        <field name="name">Sale Order Approval</field>
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field name="data" type="base64" file="sign_oca/tests/empty.pdf" />
+    </record>
+    <record id="sign_oca_template_sale_order_demo_item" model="sign.oca.template.item">
+        <field
+            name="template_id"
+            ref="sale_order_sign_oca.sign_oca_template_sale_order_demo"
+        />
+        <field name="field_id" ref="sign_oca.sign_field_signature" />
+        <field name="role_id" ref="sale_order_sign_oca.sign_role_sale_order_customer" />
+        <field name="page">1</field>
+        <field name="position_x">10</field>
+        <field name="position_y">10</field>
+        <field name="width">30</field>
+        <field name="height">4</field>
+        <field name="required" eval="True" />
+    </record>
+</odoo>

sale_order_sign_oca/models/__init__.py

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+from . import sale_order
+from . import res_company
+from . import res_config_settings
+from . import sign_oca_request

sale_order_sign_oca/models/res_company.py

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+# Copyright 2024 KMEE
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    sale_order_sign_oca_template_id = fields.Many2one(
+        comodel_name="sign.oca.template",
+        domain="[('model_id.model', '=', 'sale.order')]",
+        string="Sale Order Sign Oca Template",
+    )
+
+    sale_order_sign_oca_state = fields.Selection(
+        [
+            ("draft", "Quotation"),
+            ("sent", "Quotation Sent"),
+            ("sale", "Sale Order"),
+            ("done", "Locked"),
+            ("cancel", "Cancelled"),
+        ],
+        string="Sales Order Status For Sign Request",
+    )

sale_order_sign_oca/models/res_config_settings.py

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+# Copyright 2024 KMEE
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+
+    _inherit = "res.config.settings"
+
+    group_sale_order_sign_oca = fields.Boolean(
+        "Sale Order Sign Template",
+        implied_group="sale_order_sign_oca.group_sale_order_sign_oca",
+    )
+
+    sale_order_sign_oca_template_id = fields.Many2one(
+        comodel_name="sign.oca.template",
+        related="company_id.sale_order_sign_oca_template_id",
+        string="Sale Order Sign Oca Template",
+        readonly=False,
+    )
+
+    sale_order_sign_oca_state = fields.Selection(
+        [
+            ("draft", "Quotation"),
+            ("sent", "Quotation Sent"),
+            ("sale", "Sale Order"),
+            ("done", "Locked"),
+            ("cancel", "Cancelled"),
+        ],
+        string="Sales Order Status For Sign Request",
+        default=lambda self: self.env["res.company"]
+        .browse(self.env.user.company_id.id)
+        .sale_order_sign_oca_state,
+    )
+
+    def set_values(self):
+        super(ResConfigSettings, self).set_values()
+        company = self.env["res.company"].browse(self.env.user.company_id.id)
+        company.sale_order_sign_oca_state = self.sale_order_sign_oca_state

sale_order_sign_oca/models/sale_order.py

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+# Copyright 2024 KMEE
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class SaleOrder(models.Model):
+
+    _inherit = "sale.order"
+
+    sign_request_ids = fields.One2many(
+        comodel_name="sign.oca.request",
+        inverse_name="sale_order_id",
+        string="Sign Requests",
+    )
+    sign_request_count = fields.Integer(
+        string="Sign request count",
+        compute="_compute_sign_request_count",
+        compute_sudo=True,
+    )
+
+    @api.depends("sign_request_ids")
+    def _compute_sign_request_count(self):
+        for sale_order in self:
+            sale_order.sign_request_count = len(sale_order.sign_request_ids)
+
+    def action_view_sign_requests(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "sign_oca.sign_oca_request_act_window"
+        )
+        result["domain"] = [("id", "in", self.sign_request_ids.ids)]
+        return result
+
+    def _generate_sign_oca_request(self):
+        sign_request_obj = self.env["sign.oca.request"].sudo()
+        for sale_order in self:
+            sign_template = sale_order.company_id.sale_order_sign_oca_template_id
+            if sign_template:
+                sign_template = sign_template.sudo()
+                request = sign_request_obj.create(
+                    sign_template._prepare_sign_oca_request_vals_from_record(sale_order)
+                )
+                request.action_send()
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        res = super().create(vals_list)
+        if self.env.user.has_group("sale_order_sign_oca.group_sale_order_sign_oca"):
+            for sale_order in res:
+                if (
+                    sale_order.partner_id
+                    and sale_order.company_id.sale_order_sign_oca_template_id
+                    and sale_order.company_id.sale_order_sign_oca_state == "draft"
+                ):
+                    sale_order._generate_sign_oca_request()
+        return res
+
+    def write(self, vals):
+        old_partner_id = self.partner_id
+        new_partner_id = vals.get("partner_id")
+        old_state = self.state
+        new_state = vals.get("state")
+        res = super().write(vals)
+        if self.env.user.has_group("sale_order_sign_oca.group_sale_order_sign_oca"):
+            if (
+                new_state
+                and new_state != old_state
+                and self.company_id.sale_order_sign_oca_template_id
+                and self.company_id.sale_order_sign_oca_state == new_state
+            ):
+                self._generate_sign_oca_request()
+                return res
+
+            if (
+                new_partner_id
+                and new_partner_id != old_partner_id
+                and self.company_id.sale_order_sign_oca_template_id
+                and self.company_id.sale_order_sign_oca_state == self.state
+            ):
+                self._generate_sign_oca_request()
+                return res

sale_order_sign_oca/models/sign_oca_request.py

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+# Copyright 2024 KMEE
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class SignOcaRequest(models.Model):
+    _inherit = "sign.oca.request"
+
+    sale_order_id = fields.Many2one(
+        comodel_name="sale.order",
+        string="Sale Order",
+        compute="_compute_sale_order_id",
+        readonly=True,
+        store=True,
+    )
+
+    @api.depends("record_ref")
+    def _compute_sale_order_id(self):
+        for item in self.filtered(
+            lambda x: x.record_ref and x.record_ref._name == "sale.order"
+        ):
+            item.sale_order_id = item.record_ref.id

sale_order_sign_oca/readme/CONFIGURE.md

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+#. Go to Sign > Roles and create a role with the following data:
+
+- Partner type: Expression
+- Expression: ${object.partner_id.id}
+
+#. Go to Sign > Templates and create a template with the following data:
+
+- Model: Sale Order
+- In one of the fields, you must set the previously created role.
+
+#. (Optional) Go to Sales > Configuration > Settings.
+
+- In the Sale Order Sign section, define a template to enable automatic task sing requests.
+- Use the template previously created.

sale_order_sign_oca/readme/CONTRIBUTORS.md

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+* `KMEE <https://kmee.com.br/>`_:
+
+  * Tiago Amaral <[email protected]>

sale_order_sign_oca/readme/DESCRIPTION.md

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+This module allows you to generate manual and automatic signature requests from sale order to customers.