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sale_require_po_doc/README.rst Executable file
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=============================================
Sale Orders Require PO or Sales Documentation
=============================================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:5e32fe622f441520b2ecf27193ac452171e695f6e64b9e51ed29719dc189c613
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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_require_po_doc
: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_require_po_doc
: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|
The goal of this development is to create a field for validation to
notate which customers require a purchase order in order to create an
invoice.
**Table of contents**
.. contents::
:local:
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_require_po_doc%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
-------
* Open Source Integrators
Contributors
------------
- Daniel Reis <dreis@opensourceintegrators.com>
- Chandresh Thakkar <cthakkar@opensourceintegrators.com>
- Chau Le <chaulb@trobz.com>
Other credits
-------------
- Open Source Integrators <contact@opensourceintegrators.com>
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_require_po_doc>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models

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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Sale Orders Require PO or Sales Documentation",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/sale-workflow",
"category": "Sales",
"depends": ["sale_management"],
"data": ["views/res_partner_view.xml", "views/sale_order_view.xml"],
"auto_install": False,
"application": False,
"installable": True,
}

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sale_require_po_doc/i18n/it.po Executable file
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_require_po_doc
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-05-10 07:09+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.10.4\n"
#. module: sale_require_po_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_partner__customer_need_po
#: model:ir.model.fields,help:sale_require_po_doc.field_res_users__customer_need_po
#: model:ir.model.fields,help:sale_require_po_doc.field_sale_order__customer_need_po
msgid ""
"A PO number will be required on the Sales Order field for Customer Reference"
msgstr ""
"È richiesto un numero di OA nel campo ordine di vendita per riferimento al "
"cliente"
#. module: sale_require_po_doc
#: model:ir.model,name:sale_require_po_doc.model_res_partner
msgid "Contact"
msgstr "Contatto"
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_partner__customer_need_po
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_users__customer_need_po
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__customer_need_po
msgid "Customer Requires PO"
msgstr "Il cliente richiede un OA"
#. module: sale_require_po_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_partner__sale_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_users__sale_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_sale_order__sale_doc
msgid ""
"Details of the sales documentation required for this customer. Sales "
"documentation notes field will be required on Sales Orders This is "
"complementary to requiring a PO number, and can be used with or without that"
" setting."
msgstr ""
"Dettagli della documentazione di vendita richiesta per questo cliente. Il "
"campo note sulla documentazione di vendita sarà obbligatorio negli ordini di "
"vendita. Questa impostazione è complementare a quella del numero OA e può "
"essere utilizzata con o senza tale impostazione."
#. module: sale_require_po_doc
#: model:ir.model.fields.selection,name:sale_require_po_doc.selection__sale_order__sale_document_option__done
msgid "Documentation required obtained and archived"
msgstr "Documentazione richiesta ottenuta e archiviata"
#. module: sale_require_po_doc
#: model:ir.model.fields.selection,name:sale_require_po_doc.selection__sale_order__sale_document_option__no_need
msgid "No documentation needed for this Sale"
msgstr "Documentazione non richiesta per questa vendita"
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_document_option
msgid "Sale Documentation"
msgstr "Documentazione vendita"
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_document_note
msgid "Sale Documentation Notes"
msgstr "Note documentazione vendita"
#. module: sale_require_po_doc
#: model:ir.model,name:sale_require_po_doc.model_sale_order
msgid "Sales Order"
msgstr "Ordine di vendita"
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_partner__sale_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_users__sale_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_doc
msgid "Sales Require Documentation"
msgstr "Le vendite richiedono la documentazione"
#. module: sale_require_po_doc
#. odoo-python
#: code:addons/sale_require_po_doc/models/sale_order.py:0
msgid "You can not confirm sale order without Customer reference."
msgstr ""
"Non si può confermare un ordine di vendita senza il riferimento al cliente."
#. module: sale_require_po_doc
#. odoo-python
#: code:addons/sale_require_po_doc/models/sale_order.py:0
msgid "You can not confirm sale order without Sale Documentation."
msgstr ""
"Non so può confermare un ordine di vendita senza la documentazione di "
"vendita."

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_require_po_doc
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: sale_require_po_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_partner__customer_need_po
#: model:ir.model.fields,help:sale_require_po_doc.field_res_users__customer_need_po
#: model:ir.model.fields,help:sale_require_po_doc.field_sale_order__customer_need_po
msgid ""
"A PO number will be required on the Sales Order field for Customer Reference"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model,name:sale_require_po_doc.model_res_partner
msgid "Contact"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_partner__customer_need_po
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_users__customer_need_po
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__customer_need_po
msgid "Customer Requires PO"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_partner__sale_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_res_users__sale_doc
#: model:ir.model.fields,help:sale_require_po_doc.field_sale_order__sale_doc
msgid ""
"Details of the sales documentation required for this customer. Sales "
"documentation notes field will be required on Sales Orders This is "
"complementary to requiring a PO number, and can be used with or without that"
" setting."
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields.selection,name:sale_require_po_doc.selection__sale_order__sale_document_option__done
msgid "Documentation required obtained and archived"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields.selection,name:sale_require_po_doc.selection__sale_order__sale_document_option__no_need
msgid "No documentation needed for this Sale"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_document_option
msgid "Sale Documentation"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_document_note
msgid "Sale Documentation Notes"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model,name:sale_require_po_doc.model_sale_order
msgid "Sales Order"
msgstr ""
#. module: sale_require_po_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_partner__sale_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_res_users__sale_doc
#: model:ir.model.fields,field_description:sale_require_po_doc.field_sale_order__sale_doc
msgid "Sales Require Documentation"
msgstr ""
#. module: sale_require_po_doc
#. odoo-python
#: code:addons/sale_require_po_doc/models/sale_order.py:0
msgid "You can not confirm sale order without Customer reference."
msgstr ""
#. module: sale_require_po_doc
#. odoo-python
#: code:addons/sale_require_po_doc/models/sale_order.py:0
msgid "You can not confirm sale order without Sale Documentation."
msgstr ""

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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import res_partner
from . import sale_order

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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
class ResPartner(models.Model):
_inherit = "res.partner"
customer_need_po = fields.Boolean(
string="Customer Requires PO",
tracking=True,
help="A PO number will be required on the"
" Sales Order field for Customer Reference",
)
sale_doc = fields.Text(
string="Sales Require Documentation",
tracking=True,
help="Details of the sales documentation required for this customer."
" Sales documentation notes field will be required on Sales Orders"
" This is complementary to requiring a PO number, and can be used"
" with or without that setting.",
)

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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
from odoo.exceptions import ValidationError
class SaleOrder(models.Model):
_inherit = "sale.order"
customer_need_po = fields.Boolean(
related="partner_id.customer_need_po",
string="Customer Requires PO",
)
sale_doc = fields.Text(
related="partner_id.sale_doc",
string="Sales Require Documentation",
)
sale_document_option = fields.Selection(
[
("no_need", "No documentation needed for this Sale"),
("done", "Documentation required obtained and archived"),
],
string="Sale Documentation",
)
sale_document_note = fields.Text(string="Sale Documentation Notes")
def action_confirm(self):
for order in self:
if order.customer_need_po and not order.client_order_ref:
raise ValidationError(
self.env._(
"You can not confirm sale order without Customer reference."
)
)
if order.sale_doc and not order.sale_document_option:
raise ValidationError(
self.env._(
"You can not confirm sale order without Sale Documentation."
)
)
return super().action_confirm()

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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"

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- Daniel Reis \<<dreis@opensourceintegrators.com>\>
- Chandresh Thakkar \<<cthakkar@opensourceintegrators.com>\>
- Chau Le \<<chaulb@trobz.com>\>

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- Open Source Integrators \<<contact@opensourceintegrators.com>\>

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The goal of this development is to create a field for validation to
notate which customers require a purchase order in order to create an
invoice.

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<h1 class="title">Sale Orders Require PO or Sales Documentation</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_require_po_doc"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_require_po_doc"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>The goal of this development is to create a field for validation to
notate which customers require a purchase order in order to create an
invoice.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-1">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-2">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-3">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-4">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="toc-entry-5">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_require_po_doc%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
<ul class="simple">
<li>Daniel Reis &lt;<a class="reference external" href="mailto:dreis&#64;opensourceintegrators.com">dreis&#64;opensourceintegrators.com</a>&gt;</li>
<li>Chandresh Thakkar &lt;<a class="reference external" href="mailto:cthakkar&#64;opensourceintegrators.com">cthakkar&#64;opensourceintegrators.com</a>&gt;</li>
<li>Chau Le &lt;<a class="reference external" href="mailto:chaulb&#64;trobz.com">chaulb&#64;trobz.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#toc-entry-5">Other credits</a></h2>
<ul class="simple">
<li>Open Source Integrators &lt;<a class="reference external" href="mailto:contact&#64;opensourceintegrators.com">contact&#64;opensourceintegrators.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/sale_require_po_doc">OCA/sale-workflow</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
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from . import test_sale_require_po_doc

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
from odoo.exceptions import ValidationError
from odoo.addons.base.tests.common import BaseCommon
class TestSaleRequirePODoc(BaseCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.partner = cls.env.ref("base.res_partner_1")
cls.product = cls.env.ref("product.product_product_6")
cls.sale = cls.env["sale.order"].create(
{
"partner_id": cls.partner.id,
"order_line": [
(
0,
0,
{
"name": cls.product.name,
"product_id": cls.product.id,
"product_uom_qty": 1,
"product_uom": cls.product.uom_id.id,
"price_unit": 1,
},
)
],
}
)
def test_require_customer_need_po(self):
self.partner.customer_need_po = True
messsage = "You can not confirm sale order without Customer reference."
with self.assertRaises(ValidationError, msg=messsage):
self.sale.action_confirm()
def test_require_sale_document_option(self):
self.partner.sale_doc = True
messsage = "You can not confirm sale order without Sale Documentation."
with self.assertRaises(ValidationError, msg=messsage):
self.sale.action_confirm()
def test_confirm_successfully(self):
self.partner.customer_need_po = True
self.partner.sale_doc = True
self.sale.client_order_ref = "Test"
self.sale.sale_document_option = "done"
self.sale.action_confirm()
self.assertEqual(self.sale.state, "sale")

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<odoo>
<record id="sales_po_res_partner_custom" model="ir.ui.view">
<field name="name">res.partner.sales.po.custom</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<group name="sale" position="inside">
<field name="customer_need_po" />
<field name="sale_doc" />
</group>
</field>
</record>
</odoo>

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<odoo>
<record id="sales_po_sale_order_custom" model="ir.ui.view">
<field name="name">sale.order.sales.po.custom</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form" />
<field name="arch" type="xml">
<field name="client_order_ref" position="after">
<field name="customer_need_po" readonly="1" />
<field name="sale_doc" readonly="1" />
<field
invisible="not sale_doc and not sale_document_option"
name="sale_document_option"
/>
<field
invisible="not sale_doc and not sale_document_option"
name="sale_document_note"
/>
</field>
</field>
</record>
</odoo>