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[ADD] sale_multi_template_application: allow applying multiple templa…
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…tes to a sale order

This module enables applying multiple quotation templates to the same sales order.
When a new template is selected, the order lines from the previous templates are retained and not deleted.
For consistency, the template field is emptied for not keeping the order linked to a possible partial template.
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carlos-lopez-tecnativa committed Dec 18, 2024
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100 changes: 100 additions & 0 deletions sale_multi_template_application/README.rst
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===============================
Sale multi template application
===============================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: License: AGPL-3
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:alt: OCA/sale-workflow
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This module allows multiple templates to be applied to the same sales
order, keeping the existing order lines without deleting the previous
ones.

For consistency, the template field is emptied for not keeping the order
linked to a possible partial template.

**Table of contents**

.. contents::
:local:

Configuration
=============

- Go to *Sales > Configuration > Quotation Templates*.
- Create at least two quotation templates and add some lines to each
template.

Usage
=====

- Go to *Sales > Orders > Quotations*.
- Create a new sales order.
- Select the first quotation template.
- Select the second quotation template, and the order lines from the
first template are retained.

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_multi_template_application%0Aversion:%2017.0%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
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Pedro M. Baeza
- Carlos López

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/17.0/sale_multi_template_application>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions sale_multi_template_application/__init__.py
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from . import models
14 changes: 14 additions & 0 deletions sale_multi_template_application/__manifest__.py
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# Copyright 2024 Tecnativa - Carlos López
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Sale multi template application",
"version": "17.0.1.0.0",
"author": "Tecnativa,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/sale-workflow",
"category": "Sales",
"depends": [
"sale_management",
],
"installable": True,
"license": "AGPL-3",
}
1 change: 1 addition & 0 deletions sale_multi_template_application/models/__init__.py
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from . import sale_order
25 changes: 25 additions & 0 deletions sale_multi_template_application/models/sale_order.py
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# Copyright 2024 Tecnativa - Carlos López
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).


from odoo import api, models


class SaleOrder(models.Model):
_inherit = "sale.order"

@api.onchange("sale_order_template_id")
def _onchange_sale_order_template_id(self):
# We need to keep the old lines, to restore them after the template change
current_lines = self.order_line
# We need to keep the max sequence
# of the lines when changing the template
# because odoo set the sequence for the first line to -99
max_sequence = max(current_lines.mapped("sequence"), default=10)
res = super()._onchange_sale_order_template_id()
for line in self.order_line:
sequence = 10 if line.sequence == -99 else line.sequence
line.sequence = sequence + max_sequence
self.order_line += current_lines
self.sale_order_template_id = False
return res
3 changes: 3 additions & 0 deletions sale_multi_template_application/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
3 changes: 3 additions & 0 deletions sale_multi_template_application/readme/CONFIGURE.md
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- Go to *Sales \> Configuration \> Quotation Templates*.
- Create at least two quotation templates and add some lines to each template.

3 changes: 3 additions & 0 deletions sale_multi_template_application/readme/CONTRIBUTORS.md
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- [Tecnativa](https://www.tecnativa.com):
- Pedro M. Baeza
- Carlos López
3 changes: 3 additions & 0 deletions sale_multi_template_application/readme/DESCRIPTION.md
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This module allows multiple templates to be applied to the same sales order, keeping the existing order lines without deleting the previous ones.

For consistency, the template field is emptied for not keeping the order linked to a possible partial template.
4 changes: 4 additions & 0 deletions sale_multi_template_application/readme/USAGE.md
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- Go to *Sales \> Orders \> Quotations*.
- Create a new sales order.
- Select the first quotation template.
- Select the second quotation template, and the order lines from the first template are retained.
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