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[MIG] sale_order_product_recommendation: Migration to 18.0 #3419

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987bc5b
[ADD] sale_order_product_recommendation: SO product wizard
yajo Sep 25, 2017
b5b3a84
[FIX] sale_order_product_recommendation: Limit after populating results
pedrobaeza Mar 2, 2018
139ed51
[IMP] sale_order_product_recommendation: Improve performance
carlosdauden Mar 3, 2018
c14e1fb
[MIG] sale_order_product_recommendation: Migration to 11.0
chienandalu Jul 12, 2018
dcb6de3
[UPD] Update sale_order_product_recommendation.pot
oca-travis Sep 11, 2018
80f8fca
[FIX] sale_order_product_recommendation: wizard only worked with orde…
chienandalu Sep 20, 2018
56160c2
[IMP] sale_order_product_recommendation: button visibility
chienandalu Sep 20, 2018
b7dddb7
[FIX] sale_order_product_recommendation: Save product_id value
pedrobaeza Oct 25, 2018
4b92589
[MIG] sale_order_product_recommendation: Migration to 12.0
chienandalu Nov 20, 2019
cc9ab51
[IMP] sale_order_product_recommendation: slipt tests
chienandalu Nov 29, 2019
ccac3c1
[MIG] sale_order_product_recommendation_secondary_unit: Migration to …
chienandalu Nov 28, 2019
f57286d
[IMP] sale_order_product_recommendation: Add 'numeric_step' widget
Tardo Feb 25, 2020
23eb442
[IMP] sale_order_product_recommendation: Display only active or sale …
yajo Oct 15, 2019
c53fe62
[IMP] sale_order_product_recommendation: Mobile views
pedrobaeza Mar 23, 2020
6d9fc55
[IMP] sale_order_product_recommendation: Remove useless flag `is_modi…
pedrobaeza May 28, 2020
5d7f234
[FIX] sale_order_recommendation_secondary_unit: Don't tie second. uni…
pedrobaeza May 28, 2020
8b5b926
[IMP] sale_order_product_recommendation*: Use Form for populating onc…
pedrobaeza May 28, 2020
dd8104f
[FIX] sale_order_product_recommendation: Use odoo.tests.Form as sudo
pedrobaeza Jun 5, 2020
04f258d
[FIX] sale_order_product_recommendation: Get product image form produ…
sergio-teruel Nov 13, 2020
4b0d043
[IMP] sale_order_product_recommendation: Allow to display price unit …
sergio-teruel Nov 12, 2020
7936dd0
[IMP] sale_order_product_recommendation: Allow to display price unit …
sergio-teruel Nov 24, 2020
892c201
[IMP] sale_order_product_recommendation: Allow to create a sale order…
sergio-teruel Dec 9, 2020
f6a1847
[IMP] sale_order_product_recommendation: When user opens the product …
victoralmau Feb 4, 2021
3b1d076
[IMP] sale_order_product_recommendation: Add unit of measure at wizard
cesar-tecnativa Jun 29, 2022
1355870
[IMP] sale_order_product_recommendation: black, isort, prettier
cesar-tecnativa Jun 29, 2022
1a2bbe0
[MIG] sale_order_product_recommendation: Migration to 15.0
cesar-tecnativa Jun 29, 2022
89d42ba
[FIX] Update deprecated unit tests
Oct 11, 2022
ebf4342
[IMP] sale_order_product_recommendation: Change context value to avoi…
victoralmau Nov 29, 2022
c6715fe
[FIX] sale_order_product_recommendation: Kanban image field
Tardo Apr 8, 2021
4a4c5d0
[IMP] sale_order_product_recommendation: Added option to filter sale_…
CarlosRoca13 May 7, 2021
9e4cfb3
[FIX] sale_order_product_recommendation: commercial_partner_id on del…
CarlosRoca13 May 14, 2021
dae4640
[IMP] sale_order_product_recommendation: Get sale orders with sudo to…
sergio-teruel Jun 15, 2021
1f8a47f
[FIX] sale_order_product_recommendation: Fix tests. Not order recomme…
sergio-teruel Nov 2, 2021
c7d82be
[IMP] sale_order_product_recommendation: Allow set recommendations nu…
sergio-teruel Nov 29, 2021
063165e
[IMP] sale_order_product_recommendation: Exclude delivery carrier pro…
sergio-teruel Apr 12, 2022
09ccca3
[FIX] sale_order_product_recommendation: Fix pre-commit
sergio-teruel Mar 2, 2023
8340469
[MIG] sale_order_product_recommendation: Migration to 16.0
Yadier-Tecnativa Apr 25, 2023
47f6566
[FIX] sale_order_product_recommendation: Wrong pricelist price comput…
sergio-teruel Jun 2, 2023
5532087
[FIX] sale_invoice_policy: Wrong inheritance field with precompute at…
sergio-teruel Jun 2, 2023
31be022
[UPD] Update sale_order_product_recommendation.pot
Jun 6, 2023
a2b217d
[UPD] README.rst
OCA-git-bot Jun 6, 2023
3d46935
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jun 12, 2023
1e2365b
Translated using Weblate (Spanish)
Ivorra78 Jul 25, 2023
22d2612
Translated using Weblate (Portuguese (Brazil))
adrianojprado Oct 9, 2023
fea6013
Translated using Weblate (Portuguese (Brazil))
adrianojprado Oct 28, 2023
db81d77
[IMP] sale_order_product_recommendation: Optional force add zero unit…
santostelmo Nov 10, 2023
7d667d3
[IMP] sale_order_product_recommendation: Add extended product recomme…
santostelmo Nov 14, 2023
a4491b9
[UPD] Update sale_order_product_recommendation.pot
Nov 23, 2023
d04c6ec
[BOT] post-merge updates
OCA-git-bot Nov 23, 2023
40b9ee1
Translated using Weblate (Spanish)
Ivorra78 Nov 26, 2023
e031790
[FIX] sale_order_product_recommendation: remove flaky create & new bu…
yajo Nov 29, 2023
f0ec4b1
Added translation using Weblate (Italian)
mymage Dec 4, 2023
823d741
[BUILD] sale_order_product_recommendation: adopt module
yajo Nov 29, 2023
84fd6e9
[UPD] Update sale_order_product_recommendation.pot
Dec 14, 2023
7a853cc
[FIX] sale_order_product_recommendation: lower test permissions
yajo Dec 15, 2023
bf6121e
Translated using Weblate (Spanish)
Ivorra78 Dec 18, 2023
3a8066f
[IMP] sale_order_product_recommendation: better ordering
yajo Dec 15, 2023
c98de39
Translated using Weblate (Italian)
mymage Dec 20, 2023
f0e9fbb
[UPD] Update sale_order_product_recommendation.pot
Dec 21, 2023
63cc0a7
Update translation files
weblate Dec 21, 2023
a3996bd
Translated using Weblate (Spanish)
Ivorra78 Dec 21, 2023
6fbe927
[FIX] sale_order_product_recommendation: smaller heading on wizard
yajo Dec 22, 2023
24d8471
Translated using Weblate (Italian)
mymage Dec 22, 2023
00e69a2
Translated using Weblate (Portuguese (Brazil))
adrianojprado Dec 28, 2023
37b7001
[FIX] sale_order_product_recommendation: don't destroy choices when c…
yajo Jan 19, 2024
9518f98
[UPD] Update sale_order_product_recommendation.pot
Jan 22, 2024
6cf48b7
[IMP] sale_order_product_recommendation: choose order on mobile
yajo Jan 22, 2024
00235d5
[UPD] Update sale_order_product_recommendation.pot
Jan 23, 2024
51e43d1
[IMP] sale_order_product_recommendation: sort separately by product n…
yajo Jan 24, 2024
6261308
[UPD] Update sale_order_product_recommendation.pot
Jan 24, 2024
d0b58c0
Translated using Weblate (Italian)
mymage Jan 25, 2024
deb9cce
Translated using Weblate (Spanish)
Ivorra78 Jan 27, 2024
43211c2
[FIX] sale_order_product_recommendation: AccessError when getting rec…
yajo Jan 31, 2024
30767c7
[FIX] sale_order_product_recommendation: feedback when nothing is found
yajo Jan 31, 2024
a86ca55
[UPD] Update sale_order_product_recommendation.pot
Jan 31, 2024
b3cc67f
Translated using Weblate (Italian)
mymage Feb 1, 2024
34e2c6b
Translated using Weblate (Spanish)
Ivorra78 Feb 12, 2024
6d6d2c4
[FIX] sale_order_product_recommendation: make UoM work
yajo Feb 15, 2024
87b372c
[UPD] Update sale_order_product_recommendation.pot
Feb 15, 2024
b3fe827
Update translation files
weblate Feb 15, 2024
73886b2
Translated using Weblate (Spanish)
Ivorra78 Feb 15, 2024
c4e5135
Translated using Weblate (Italian)
mymage Feb 16, 2024
71fac70
[FIX] sale_order_product_recommendation: product category field string
yajo Mar 11, 2024
e3a393c
[UPD] Update sale_order_product_recommendation.pot
Mar 11, 2024
ec1bc0b
[BOT] post-merge updates
OCA-git-bot Mar 11, 2024
ab94d54
Update translation files
weblate Mar 11, 2024
d2bfe7f
[IMP] sale_order_product_recommendation: improve performance of propa…
trisdoan Mar 19, 2024
2c40583
[UPD] Update sale_order_product_recommendation.pot
Mar 26, 2024
5b02e0f
Translated using Weblate (Portuguese (Brazil))
May 29, 2024
68c01ad
[IMP] sale_order_product_recommendation: pre-commit auto fixes
jeer2234 Aug 22, 2024
c387595
[MIG] sale_order_product_recommendation: Migration to 17.0
jeer2234 Aug 22, 2024
c75907f
[UPD] Update sale_order_product_recommendation.pot
Aug 22, 2024
607886e
[IMP] sale_order_product_recommendation: pre-commit auto fixes
BT-mchechlacz Nov 20, 2024
6585d51
[MIG] sale_order_product_recommendation: Migration to 18.0
BT-mchechlacz Nov 21, 2024
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178 changes: 178 additions & 0 deletions sale_order_product_recommendation/README.rst
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=================================
Sale Order Product Recommendation
=================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:31f3f19baf679e3c4c2022eb21dce8110f453fc63b5a0beeaad609d41c911268
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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_order_product_recommendation
: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_order_product_recommendation
: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|

This module adds a recommended products wizard to current sale order.

It is based on recent delivered products, and allows the salesman to
quickly know the most sold products for current customer, which results
in an easy to use hint to improve sale.

If you want a better mobile usability, the module is ready to use with
the 'web_widget_numeric_step' module. Just install it and you will get a
better numeric input experience.

**Table of contents**

.. contents::
:local:

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

To configure this module you need to:

In sale order product recommendation you can display the product price
unit from list price or from last sale order price. To set the default
value follow the next steps

1. Go to *Sales > Configuration > Settings > Sale order
recommendations*.
2. Assign the desired value to *Product recommendation price origin*
field.
3. Press *Save* button to store the change.

In sale order product recommendation you can compute the recommendations
using the Delivery Address instead of the Customer. To set this option
by default follow the next steps

1. Go to *Sales > Configuration > Settings > Sale order
recommendations*.
2. Assign the desired value to *Use delivery address* field.
3. Press *Save* button to store the change.

You can define other default values like as:

- Months backwards to generate recommendations.
- Number of recommendations to display.

You can force the addition of all the products recommended in the sale
order. You can then edit the desired quantities directly in the sale
order.

1. Go to *Sales > Configuration > Settings > Sale order
recommendations*.
2. Select *Force zero units included*

You can add a filter domain to exclude or include additional recommended
products.

1. Go to *Sales > Configuration > Settings > Sale order
recommendations*.
2. Add a filter in section *Sale order product recommendation domain*
Example: ``[("product_type", "!=" "service")]``

Usage
=====

To use this module, you need to:

1. Create a new sale order.
2. Assign its customer.
3. Press *Recommended Products* button.
4. Configure the recommendations parameters.
5. Press *Get recommendations* button.
6. Add products into the opened wizard.
7. Press *Accept*.

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_product_recommendation%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
-------

* Tecnativa

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

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

- Jairo Llopis
- David Vidal
- Alexandre Díaz
- Pedro M. Baeza
- Sergio Teruel
- Carlos Roca
- Víctor Martínez

- `Camptocamp SA <https://www.camptocamp.com>`__:

- Telmo Santos

- `Moduon <https://www.moduon.team>`__:

- Rafael Blasco
- Gelo Joga
- Jairo Llopis

- `Trobz <https://www.trobz.com>`__:

- Tris Doan

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.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
:target: https://github.com/sergio-teruel
:alt: sergio-teruel
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
:target: https://github.com/yajo
:alt: yajo

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel| |maintainer-rafaelbn| |maintainer-yajo|

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_order_product_recommendation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions sale_order_product_recommendation/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
from . import wizards
24 changes: 24 additions & 0 deletions sale_order_product_recommendation/__manifest__.py
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# Copyright 2017 Jairo Llopis <[email protected]>
# Copyright 2020 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Sale Order Product Recommendation",
"summary": "Recommend products to sell to customer based on history",
"version": "18.0.1.0.0",
"category": "Sales",
"website": "https://github.com/OCA/sale-workflow",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"application": False,
"installable": True,
"maintainers": ["sergio-teruel", "rafaelbn", "yajo"],
"depends": [
"sale_management",
],
"data": [
"security/ir.model.access.csv",
"wizards/sale_order_recommendation_view.xml",
"views/res_config_settings_views.xml",
"views/sale_order_view.xml",
],
}
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