[16.0][Add] sale_order_blanket_order

.github/workflows/test.yml

@@ -43,10 +43,17 @@ jobs:
             name: test with OCB
             makepot: "true"
           - container: ghcr.io/oca/oca-ci/py3.10-odoo16.0:latest
-            exclude: "sale_packaging_default,sale_order_product_recommendation,sale_order_product_recommendation_packaging_default,sale_order_product_recommendation_elaboration"
+            exclude: "sale_packaging_default,sale_order_product_recommendation,sale_order_product_recommendation_packaging_default,sale_order_product_recommendation_elaboration,sale_order_blanket_order,sale_order_blanket_order_stock_prebook"
             name: test with Odoo
           - container: ghcr.io/oca/oca-ci/py3.10-ocb16.0:latest
-            exclude: "sale_packaging_default,sale_order_product_recommendation,sale_order_product_recommendation_packaging_default,sale_order_product_recommendation_elaboration"
+            exclude: "sale_packaging_default,sale_order_product_recommendation,sale_order_product_recommendation_packaging_default,sale_order_product_recommendation_elaboration,sale_order_blanket_order,sale_order_blanket_order_stock_prebook"
+            name: test with OCB
+            makepot: "true"
+          - container: ghcr.io/oca/oca-ci/py3.10-odoo16.0:latest
+            include: "sale_order_blanket_order,sale_order_blanket_order_stock_prebook"
+            name: test with Odoo
+          - container: ghcr.io/oca/oca-ci/py3.10-ocb16.0:latest
+            include: "sale_order_blanket_order,sale_order_blanket_order_stock_prebook"
             name: test with OCB
             makepot: "true"
     services:

sale_order_blanket_order/README.rst

@@ -0,0 +1,223 @@
+========================
+Sale Order Blanket Order
+========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:d0b6a096d18178fbd15da557bf07466d1ff491c59a2b56a17781a6d020da21dd
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/16.0/sale_order_blanket_order
+    :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_blanket_order
+    :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 extends the functionality of Sale Order to support Blanket
+Order and Call-off Order.
+
+Blanket Order
+=============
+
+A Blanket Order is a standard sales order with the following specific
+features:
+
+- Type: Classified as "Blanket Order".
+- Defined Duration: Includes a validity period (end date).
+- Payment Terms: Allows selection of preferred terms (e.g., 90 days end
+  of month, upon delivery, etc.).
+- Invoicing Policy: Can be based on product settings or the order
+  itself.
+- Stock Reservation: Allows advance reservation of sold quantities.
+- Handling Unfulfilled Quantities: Provides options for dealing with
+  undelivered quantities upon order expiration.
+- Prices are calculated based on existing rules since it is a standard
+  sales order type.
+
+The blanket order serves as the central element triggering stock
+management and invoicing mechanisms.
+
+Stock Management
+----------------
+
+Delivered quantities are tracked on the sales order lines as with
+regular sales orders. By default, the stock is not reserved upon
+confirmation of the blanket order. This is achieved by using the OCA
+module
+`sale_manual_delivery <https://pypi.org/project/odoo-addon-sale-manual-delivery/>`__.
+As a result, the stock will be reserved only when a call-off order is
+created for the quantity to be delivered.
+
+In some cases, you may want to reserve stock upon confirmation of the
+blanket order. This can be achieved by using the OCA module
+`sale_order_blanket_order_stock_prebook <https://pypi.org/project/odoo-addon-sale-order-blanket-order-stock-prebook/>`__.
+This module extends the functionality of Sale Blanket Order to support
+the reservation of stock for future consumption by call-off orders. The
+reservation is done at the time of the blanket order confirmation for a
+consumption starting at the validity start date of the blanket order.
+This behavior can be configured on the blanket order.
+
+Invoicing
+---------
+
+Standard invoicing policies apply (e.g., invoice on order or on
+delivery). Payment terms are configurable per order. Prepayment can be
+enforced by configuring the invoicing policy at the order level using
+the OCA module
+`sale_invoice_policy <https://pypi.org/project/odoo-addon-sale-invoice-policy/>`__.
+
+Consumption Management
+----------------------
+
+A wizard will be available on the blanket order to initiate a delivery.
+It allows users to select products and quantities for delivery. This
+action creates a Call-off Order linked to the blanket order.
+
+Call-off Order
+==============
+
+A Call-off Order is a standard sales order with these specific
+characteristics:
+
+- Type: Classified as "Call-off Order".
+- Linked to Blanket Order: Only includes products from the blanket
+  order.
+- Delivery Release: Enables the release of reserved stock for delivery.
+- No Invoicing or Stock Management: These are handled via the linked
+  blanket order.
+
+Stock Management
+----------------
+
+No delivery is generated directly from the call-off order.
+
+It triggers:
+
+- Release of the reserved quantity in the blanket order.
+- Adjustment of stock reservations for the remaining quantities.
+
+Standard Sales Orders
+=====================
+
+To support existing workflows (e.g., e-commerce), call-off orders can be
+generated transparently from standard sales orders based on product and
+availability:
+
+Entire orders may be converted into call-off orders if all products are
+linked to a blanket order. Mixed orders split call-off items into a new
+call-off order, with both confirmed within the available quantities of
+the blanket order.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+When a company sells the same products to the same customers on a
+regular basis, it's a common business practice to create a blanket order
+that defines the terms and conditions of the sales.
+
+If you need a way to define:
+
+- the terms and conditions of the sales,
+- the payment terms,
+- the delivery terms,
+
+and also secure the quantities of the products to be delivered, the sale
+order blanket order module is the right choice.
+
+This module introduces 2 new kinds of sales orders:
+
+1. Blanket Order: This is a sales order that defines the terms and
+   conditions of the sales, the price, the payment terms, the delivery
+   terms, and secures the quantities of the products to be delivered.
+
+2. Call of order: This is a sales order linked to a blanket order that
+   is created to trigger the delivery of quantities of the products
+   secured in the blanket order.
+
+Others modules can be used to provide the same kind of features. For
+example, the module
+(sale_blanket_order)[`https://pypi.org/project/odoo-addon-sale-blanket-order] <https://pypi.org/project/odoo-addon-sale-blanket-order]>`__
+also defines the concept of sale blanket order. The main difference
+between the two modules is that the sale order blanket order module
+extends the sale order model to add the sale blanket order and the call
+off order. This allows to keep the benefits of all the extensions made
+on the sale order model by other modules without having to adapt them to
+the sale blanket order model (discount, invoicing; inventory process,
+...).
+
+Usage
+=====
+
+By default, the automatic creation of call-off orders from normal sale
+orders containing products part of a blanket order is disabled. To
+enable this feature, you need to go into the sales settings and enable
+the option "Create Call-Off from SO if possible".
+
+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_blanket_order%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
+-------
+
+* ACSONE SA/NV
+* BCIM
+
+Contributors
+------------
+
+- Laurent Mignon\ [email protected] (https://www.acsone.eu)
+- Jacques-Etienne Baudoux (BCIM) [email protected]
+
+Other credits
+-------------
+
+The development of this module has been financially supported by:
+
+- ALCYON Belux
+
+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_blanket_order>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_order_blanket_order/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from .hooks import pre_init_hook

sale_order_blanket_order/__manifest__.py

@@ -0,0 +1,23 @@
+# Copyright 2024 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sale Order Blanket Order",
+    "summary": """Manage blanket order and call of ordr""",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "ACSONE SA/NV,BCIM,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sale-workflow",
+    "depends": [
+        "sale_manual_delivery",
+    ],
+    "excludes": ["sale_blanket_order"],
+    "data": [
+        "views/sale_order.xml",
+        "views/sale_order_line.xml",
+        "views/res_config_settings.xml",
+        "data/ir_cron.xml",
+    ],
+    "demo": [],
+    "pre_init_hook": "pre_init_hook",
+}

sale_order_blanket_order/data/ir_cron.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 ACSONE SA/NV
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record
+        forcecreate="True"
+        id="ir_cron_sale_order_blanket_order_finalizer"
+        model="ir.cron"
+    >
+        <field name="name">Finalize expired sale blanket orders</field>
+        <field eval="True" name="active" />
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field name="state">code</field>
+        <field name="code">model._cron_manage_blanket_order_eol()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+        <field name="doall" eval="False" />
+        <field
+            name="nextcall"
+            eval="(DateTime.now() + timedelta(days=1)).strftime('%Y-%m-%d 01:00:00')"
+        />
+    </record>
+</odoo>

sale_order_blanket_order/hooks.py

@@ -0,0 +1,38 @@
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def pre_init_hook(cr):
+    _logger.info("Create column order_type in sale_order with default value 'order'")
+    cr.execute(
+        "ALTER TABLE sale_order ADD COLUMN order_type varchar(255) DEFAULT 'order'"
+    )
+    # drop the default value since it was only used to fill the column in existing records
+    cr.execute("ALTER TABLE sale_order ALTER COLUMN order_type DROP DEFAULT")
+
+    _logger.info(
+        "Create column order_type in sale_order_line with default value 'order'"
+    )
+    cr.execute(
+        "ALTER TABLE sale_order_line ADD COLUMN order_type varchar(255) DEFAULT 'order'"
+    )
+    # drop the default value since it was only used to fill the column in existing records
+    cr.execute("ALTER TABLE sale_order_line ALTER COLUMN order_type DROP DEFAULT")
+
+    _logger.info(
+        "Create columns for blanket order in sale_order and "
+        "sale_order_line to avoid computing the field for all records at module install"
+    )
+    # avoid computing the field for all records at module install
+    cr.execute(
+        "ALTER TABLE sale_order_line ADD COLUMN call_off_remaining_qty double precision"
+    )
+    cr.execute(
+        "ALTER TABLE sale_order_line ADD COLUMN blanket_validity_start_date date"
+    )
+    cr.execute("ALTER TABLE sale_order_line ADD COLUMN blanket_validity_end_date date")
+    cr.execute("ALTER TABLE sale_order_line ADD COLUMN blanket_order_id integer")
+    cr.execute(
+        "ALTER TABLE sale_order ADD COLUMN blanket_reservation_strategy varchar(255)"
+    )