TA#62876 [ADD] sale_order_type_email_template

.docker_files/main/__manifest__.py

@@ -49,6 +49,7 @@
         "sale_order_margin_percent",
         "sale_order_partner_restrict_affiliates",
         "sale_order_portal_hide_invoices",
+        "sale_order_type_email_template",
         "sale_order_url_tracking",
         "sale_order_weight",
         "sale_partner_authorized_company",

Dockerfile

@@ -54,6 +54,7 @@ COPY sale_order_line_readonly_conditions /mnt/extra-addons/sale_order_line_reado
 COPY sale_order_margin_percent /mnt/extra-addons/sale_order_margin_percent
 COPY sale_order_partner_restrict_affiliates /mnt/extra-addons/sale_order_partner_restrict_affiliates
 COPY sale_order_portal_hide_invoices /mnt/extra-addons/sale_order_portal_hide_invoices
+COPY sale_order_type_email_template /mnt/extra-addons/sale_order_type_email_template
 COPY sale_order_url_tracking /mnt/extra-addons/sale_order_url_tracking
 COPY sale_order_weight /mnt/extra-addons/sale_order_weight
 COPY sale_partner_authorized_company /mnt/extra-addons/sale_partner_authorized_company

gitoo.yml

@@ -99,6 +99,7 @@
   branch: "14.0"
   includes:
     - sale_order_tag
+    - sale_order_type
     - sale_order_partner_restrict
     - sale_product_multi_add
 

sale_order_type_email_template/README.rst

@@ -0,0 +1,35 @@
+Sale Order Type Email Template
+==============================
+This module allows to sent different email template based on the sale order type.
+
+Usage
+-----
+*Configuration*
+As a user with access to email templates, I create an email template per order type.
+
+.. image:: static/description/email_templates_list.png
+
+I configure a Qweb report to use (or using Aeroo report).
+
+.. image:: static/description/template_with_qweb_report.png
+
+As a sales administrator, I access order types from the `Sales > Configuration > Sale Order Types` menu. 
+From the form view, I see that a new `Email Template` field is available.
+
+.. image:: static/description/sale_order_type.png
+
+For each type of order, I define the email template to use.
+
+*Use Case*
+As a sales user, I create a quotation. 
+Then, I select the type of quotation, then I send it by email by clicking on the `Send by Email` button.
+
+.. image:: static/description/sale_order_form_view.png
+
+I see that the appropriate email template is chosen as well as the PDF report:
+
+.. image:: static/description/template_for_email.png
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

sale_order_type_email_template/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

sale_order_type_email_template/__manifest__.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sale Order Type Email Template",
+    "version": "1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "AGPL-3",
+    "category": "Sale",
+    "depends": [
+        "sale_order_type",
+    ],
+    "summary": "Sends different email template based on the sale order type.",
+    "data": [
+        "views/sale_order_type_views.xml",
+    ],
+    "installable": True,
+}

sale_order_type_email_template/i18n/fr.po

@@ -0,0 +1,49 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_order_type_email_template
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-04-11 15:22+0000\n"
+"PO-Revision-Date: 2024-04-11 15:22+0000\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_order_type_email_template
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order__display_name
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order_type__display_name
+msgid "Display Name"
+msgstr "Afficher le nom"
+
+#. module: sale_order_type_email_template
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order_type__mail_template
+msgid "Email Template"
+msgstr "Modèle de courriel"
+
+#. module: sale_order_type_email_template
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order__id
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order_type__id
+msgid "ID"
+msgstr ""
+
+#. module: sale_order_type_email_template
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order____last_update
+#: model:ir.model.fields,field_description:sale_order_type_email_template.field_sale_order_type____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"
+
+#. module: sale_order_type_email_template
+#: model:ir.model,name:sale_order_type_email_template.model_sale_order
+msgid "Sales Order"
+msgstr "Bon de commande"
+
+#. module: sale_order_type_email_template
+#: model:ir.model,name:sale_order_type_email_template.model_sale_order_type
+msgid "Type of sale order"
+msgstr "Type de bon de commande"

sale_order_type_email_template/models/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import sale_order_type
+from . import sale

sale_order_type_email_template/models/sale.py

@@ -0,0 +1,17 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def _find_mail_template(self, force_confirmation_template=False):
+        self.ensure_one()
+        if (self.type_id and self.type_id.mail_template
+                and not force_confirmation_template):
+            return self.type_id.mail_template.id
+        return super(SaleOrder, self)._find_mail_template(
+            force_confirmation_template=force_confirmation_template
+        )

sale_order_type_email_template/models/sale_order_type.py

@@ -0,0 +1,10 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class SaleOrderTypology(models.Model):
+    _inherit = "sale.order.type"
+
+    mail_template = fields.Many2one("mail.template", "Email Template")

sale_order_type_email_template/tests/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test_sale_order_type_template

sale_order_type_email_template/tests/test_sale_order_type_template.py

@@ -0,0 +1,37 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.addons.sale_order_type.tests.test_sale_order_type import TestSaleOrderType
+from odoo.tests import tagged
+
+
+@tagged("post_install")
+class TestSaleOrderTypeTemplate(TestSaleOrderType):
+    def setUp(self):
+        super(TestSaleOrderTypeTemplate, self).setUp()
+        values = {
+            "name": "My Template",
+            "subject": "My Subject",
+            "body_html": "Template Body",
+            "model_id": self.env.ref("sale.model_sale_order").id,
+            "use_default_to": True,
+        }
+        self.template = self.env["mail.template"].create(values)
+
+    def test_action_quotation_send_right_email_template(self):
+        """
+        Test that the right email template is used when sending a quotation.
+        """
+        order = self.create_sale_order()
+        self.sale_type_route.mail_template = self.template.id
+        order.type_id = self.sale_type_route.id
+        order.onchange_type_id()
+        action = order.action_quotation_send()
+        self.assertEqual(
+            action["context"]["default_use_template"],
+            bool(order.type_id.mail_template.id),
+        )
+        self.assertEqual(
+            action["context"]["default_template_id"],
+            order.type_id.mail_template.id,
+        )

sale_order_type_email_template/views/sale_order_type_views.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <record id="sot_sale_order_type_form_view_inherit" model="ir.ui.view">
+        <field name="name">Sale Order Type Form: add mail template</field>
+        <field name="model">sale.order.type</field>
+        <field name="inherit_id" ref="sale_order_type.sot_sale_order_type_form_view"/>
+        <field name="arch" type="xml">
+            <field name="sequence_id" position="after">
+                <field name="mail_template"/>
+            </field>
+        </field>
+    </record>
+
+</odoo>