changes

fusion_templates/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizard

fusion_templates/__manifest__.py

@@ -0,0 +1,22 @@
+{
+    'name': 'Fusion Templates',
+    'version': '19.0.1.0.0',
+    'summary': 'Save any sale order as a reusable quotation template',
+    'description': """
+        Adds a "Save as Template" option in the gear menu on sale orders
+        that creates a quotation template from the current order,
+        preserving all product lines, sections, and notes.
+    """,
+    'category': 'Sales/Sales',
+    'author': 'Fusion',
+    'license': 'LGPL-3',
+    'depends': ['sale_management'],
+    'data': [
+        'security/ir.model.access.csv',
+        'wizard/save_as_template_wizard_views.xml',
+        'views/sale_order_views.xml',
+    ],
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}

fusion_templates/models/__init__.py

@@ -0,0 +1 @@
+from . import sale_order

fusion_templates/models/sale_order.py

@@ -0,0 +1,19 @@
+from odoo import models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    def action_save_as_template(self):
+        """Open wizard to save this sale order as a quotation template."""
+        self.ensure_one()
+        return {
+            'name': 'Save as Template',
+            'type': 'ir.actions.act_window',
+            'res_model': 'sale.order.save.template.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_sale_order_id': self.id,
+            },
+        }

fusion_templates/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_save_template_wizard,sale.order.save.template.wizard,model_sale_order_save_template_wizard,sale_management.group_sale_order_template,1,1,1,1

fusion_templates/views/sale_order_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Gear menu action only -->
+    <record id="action_save_as_template_server" model="ir.actions.server">
+        <field name="name">Save as Template</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+        <field name="binding_view_types">form</field>
+        <field name="state">code</field>
+        <field name="code">action = record.action_save_as_template()</field>
+    </record>
+
+</odoo>

fusion_templates/wizard/__init__.py

@@ -0,0 +1 @@
+from . import save_as_template_wizard

fusion_templates/wizard/save_as_template_wizard.py

@@ -0,0 +1,88 @@
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class SaveAsTemplateWizard(models.TransientModel):
+    _name = 'sale.order.save.template.wizard'
+    _description = 'Save Sale Order as Template'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    template_name = fields.Char(
+        string='Template Name',
+        required=True,
+    )
+    note = fields.Html(
+        string='Terms and Conditions',
+    )
+    number_of_days = fields.Integer(
+        string='Quotation Duration (days)',
+        help='Number of days for the validity of quotations using this template.',
+    )
+
+    @api.onchange('sale_order_id')
+    def _onchange_sale_order_id(self):
+        if self.sale_order_id:
+            self.template_name = _('Template from %s', self.sale_order_id.name)
+
+    def action_save_as_template(self):
+        """Create a sale.order.template from the linked sale order."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        if not order.order_line:
+            raise UserError(_('Cannot create a template from an order with no lines.'))
+
+        # Build template line values from sale order lines
+        template_line_vals = []
+        for sequence, line in enumerate(order.order_line, start=1):
+            vals = {
+                'sequence': sequence * 10,
+            }
+
+            if line.display_type == 'line_section':
+                vals.update({
+                    'display_type': 'line_section',
+                    'name': line.name or '',
+                })
+            elif line.display_type == 'line_note':
+                vals.update({
+                    'display_type': 'line_note',
+                    'name': line.name or '',
+                })
+            else:
+                vals.update({
+                    'product_id': line.product_id.id,
+                    'name': line.name or line.product_id.name,
+                    'product_uom_qty': line.product_uom_qty,
+                    'product_uom_id': line.product_uom_id.id if line.product_uom_id else False,
+                })
+
+            template_line_vals.append((0, 0, vals))
+
+        # Create the template
+        template_vals = {
+            'name': self.template_name,
+            'sale_order_template_line_ids': template_line_vals,
+        }
+
+        if self.note:
+            template_vals['note'] = self.note
+        if self.number_of_days:
+            template_vals['number_of_days'] = self.number_of_days
+
+        template = self.env['sale.order.template'].create(template_vals)
+
+        # Return action to open the created template
+        return {
+            'name': _('Quotation Template'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'sale.order.template',
+            'res_id': template.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_templates/wizard/save_as_template_wizard_views.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="save_as_template_wizard_form" model="ir.ui.view">
+        <field name="name">sale.order.save.template.wizard.form</field>
+        <field name="model">sale.order.save.template.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Save as Template">
+                <group>
+                    <field name="sale_order_id" invisible="1"/>
+                    <field name="template_name" placeholder="e.g. Standard IT Equipment Package"/>
+                    <field name="number_of_days"/>
+                    <field name="note" placeholder="Optional terms and conditions..."/>
+                </group>
+                <footer>
+                    <button name="action_save_as_template"
+                            type="object"
+                            string="Save Template"
+                            class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>