Merge pull request #1 from madmooose/16.0-add_sale_order_batch

[16.0][ADD] sale_order_batch

sale_order_batch/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+================
+Sale Order Batch
+================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:6686f0672ede8093b17d5d7b165f72f8e49341c7849f9e0d5a162e350fc36d71
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-madmooose%2Fodooapps-lightgray.png?logo=github
+    :target: https://github.com/madmooose/odooapps/tree/16.0/sale_order_batch
+    :alt: madmooose/odooapps
+
+|badge1| |badge2| |badge3|
+
+This module adds the possibility to group Sale orders into batches. Attributes of a Sale Order Batch will be written to all
+Sale Order. Wenn attached to a batch they can be processed together. On the other hand they cannot be proccesed individual
+anymore as log as they are part of a batch. Only Sale Orders in state Qutotation or Quotation Send can be attached to a batch.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Changelog
+=========
+
+- 16.0.0.0.1: Initial module.
+- 16.0.0.1: Add Multi Company ability
+- 16.0.0.2: rename product creation methode
+- 16.0.0.3: Make validity_date persistent, add batches to SO views
+- 16.0.0.4: Remove validity date
+- 16.0.0.5: Move product logic to sale order lines
+- 16.0.2.1.0: Add "In Progress" and "Cancelled" state
+- 16.0.2.2.0: Add invoice status and menues
+- 16.0.2.2.1: Add lst_price to view
+- 16.0.2.3.0: Add "Reset to Open"
+- 16.0.2.3.1: Remove Sale Order from batch on cancelation
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/madmooose/odooapps/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/madmooose/odooapps/issues/new?body=module:%20sale_order_batch%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
+~~~~~~~
+
+* BAKEUP
+* Niels Göttsch
+
+Contributors
+~~~~~~~~~~~~
+
+* Niels Göttsch <niels@ziemlichoptimal.de>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is part of the `madmooose/odooapps <https://github.com/madmooose/odooapps/tree/16.0/sale_order_batch>`_ project on GitHub.
+
+You are welcome to contribute.

sale_order_batch/__init__.py

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+from . import models
+from . import wizard

sale_order_batch/__manifest__.py

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+{
+    "name": "Sale Order Batch",
+    "summary": "Group Sale Orders into a batch",
+    "author": "BAKEUP,Niels Göttsch",
+    "website": "https://ziemlichoptimal.de",
+    "category": "Sale",
+    "version": "16.0.2.3.1",
+    "depends": ["sale", "product"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/ir_rules.xml",
+        "views/sale_order_batch_views.xml",
+        "views/sale_order_batch_product_views.xml",
+        "views/sale_order_views.xml",
+        "views/sale_menus.xml",
+        "wizard/sale_order_batch_cancel_wizard.xml",
+        "data/ir_sequence_data.xml",
+    ],
+    "license": "LGPL-3",
+}

sale_order_batch/data/ir_sequence_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+
+    <record id="seq_sale_order_batch" model="ir.sequence">
+        <field name="name">Sales Order Batch</field>
+        <field name="code">sale.order.batch</field>
+        <field name="prefix">SOB</field>
+        <field name="padding">5</field>
+        <field name="company_id" eval="False" />
+    </record>
+
+</odoo>

sale_order_batch/models/__init__.py

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+from . import sale_order
+from . import sale_order_batch
+from . import sale_order_batch_product
+from . import sale_order_line

sale_order_batch/models/sale_order.py

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+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    batch_id = fields.Many2one(
+        "sale.order.batch",
+        copy=False,
+        check_company=True,
+        domain="[('state','!=','closed')]",
+    )
+    batch_state = fields.Selection(
+        related="batch_id.state",
+        string="Batch State",
+    )
+
+    def _get_current_batch(self):
+        """
+        Returns the current batch of the sale order.
+        :return: sale.order.batch
+        """
+        self.ensure_one()
+        return self.env["sale.order.batch"].search(
+            [("state", "=", "open"), ("company_id", "=", self.company_id.id)], limit=1
+        )
+
+    def action_add_to_batch(self):
+        """
+        TODO: Add Wizard to choose between batches if more than one existis.
+        Picking the first one for now.
+        """
+        for sale_order in self:
+            company = sale_order.company_id
+            sale_order = sale_order.with_company(company)
+            if not sale_order.batch_id and sale_order.state in ["draft", "sent"]:
+                batch = sale_order._get_current_batch()
+                if not batch:
+                    batch = sale_order.env["sale.order.batch"].create({})
+                sale_order.batch_id = batch
+
+    def action_view_sale_order_batch(self):
+        return {
+            "name": _("Sale Order Batch"),
+            "type": "ir.actions.act_window",
+            "view_type": "form",
+            "view_mode": "form",
+            "res_model": "sale.order.batch",
+            "res_id": self.batch_id.id,
+        }
+
+    def action_confirm(self):
+        invalid_orders = []
+        if not self.env.context.get("bypass_batch", False):
+            for order in self:
+                if order.batch_id:
+                    invalid_orders.append(order.name)
+            if invalid_orders:
+                raise UserError(
+                    _(f"Sale Order belongs to a Batch: {', '.join(invalid_orders)}")
+                )
+        return super().action_confirm()
+
+    def action_cancel(self):
+        self.write({"batch_id": False})
+        res = super().action_cancel()
+        return res
+
+    def write(self, vals):
+        res = super().write(vals)
+        if "batch_id" in vals.keys():
+            for order in self:
+                order.order_line._update_batch_product()
+        return res

sale_order_batch/models/sale_order_batch.py

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+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+from odoo.addons.sale.models.sale_order import INVOICE_STATUS
+
+STATES = [
+    ("open", "Open"),
+    ("in_progress", "In Progress"),
+    ("closed", "Closed"),
+    ("cancel", "Cancelled"),
+]
+READONLY_FIELD_STATES = {state: [("readonly", True)] for state in {"closed"}}
+
+
+class SaleOrderBatch(models.Model):
+    """Group serveral Sale Orders into a batch"""
+
+    _name = "sale.order.batch"
+    _description = "Sales Order Batch"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+    _order = "date_order desc, id desc"
+    _check_company_auto = True
+
+    name = fields.Char(
+        string="Order Batch Reference",
+        required=True,
+        copy=False,
+        readonly=True,
+        index="trigram",
+        default=lambda self: _("New"),
+    )
+    company_id = fields.Many2one(
+        comodel_name="res.company",
+        required=True,
+        index=True,
+        default=lambda self: self.env.company,
+    )
+    state = fields.Selection(
+        selection=STATES,
+        string="Status",
+        readonly=True,
+        copy=False,
+        index=True,
+        tracking=1,
+        default="open",
+    )
+    date_order = fields.Datetime(
+        string="Order Date",
+        required=True,
+        readonly=False,
+        copy=False,
+        states=READONLY_FIELD_STATES,
+        help="Creation date of order batch,\nConfirmation date of confirmed orders.",
+        default=fields.Datetime.now,
+    )
+    sale_order_ids = fields.One2many("sale.order", "batch_id")
+    sale_order_count = fields.Integer(compute="_compute_sale_order_count")
+    sale_order_line_ids = fields.One2many(
+        "sale.order.line", "batch_id", states=READONLY_FIELD_STATES
+    )
+    invoice_ids = fields.Many2many("account.move", compute="_compute_invoice_ids")
+    invoice_count = fields.Integer(compute="_compute_invoice_ids")
+    invoice_status = fields.Selection(
+        selection=INVOICE_STATUS, compute="_compute_invoice_status", store=True
+    )
+    amount_total = fields.Float(compute="_compute_amount_total", string="Total")
+    product_ids = fields.One2many("sale.order.batch.product", "batch_id")
+    product_count = fields.Integer(compute="_compute_product_count")
+    partner_credit_warning = fields.Text(compute="_compute_partner_credit_warning")
+
+    @api.depends("sale_order_ids")
+    def _compute_sale_order_count(self):
+        for batch in self:
+            batch.sale_order_count = len(batch.sale_order_ids)
+
+    @api.depends("sale_order_ids.invoice_ids")
+    def _compute_invoice_ids(self):
+        for batch in self:
+            invoices = batch.sale_order_ids.mapped("invoice_ids")
+            batch.invoice_ids = invoices
+            batch.invoice_count = len(invoices)
+
+    @api.depends("sale_order_ids.invoice_status")
+    def _compute_invoice_status(self):
+        for batch in self:
+            if batch.sale_order_ids and any(
+                invoice_status == "to invoice"
+                for invoice_status in batch.sale_order_ids.mapped("invoice_status")
+            ):
+                batch.invoice_status = "to invoice"
+            elif batch.sale_order_ids and all(
+                invoice_status == "invoiced"
+                for invoice_status in batch.sale_order_ids.mapped("invoice_status")
+            ):
+                batch.invoice_status = "invoiced"
+            elif batch.sale_order_ids and all(
+                invoice_status in ("invoiced", "upselling")
+                for invoice_status in batch.sale_order_ids.mapped("invoice_status")
+            ):
+                batch.invoice_status = "upselling"
+            else:
+                batch.invoice_status = "no"
+
+    @api.depends("sale_order_ids.amount_total")
+    def _compute_amount_total(self):
+        for batch in self:
+            batch.amount_total = sum(batch.sale_order_ids.mapped("amount_total"))
+
+    @api.depends("product_ids")
+    def _compute_product_count(self):
+        for batch in self:
+            batch.product_count = len(batch.product_ids)
+
+    @api.depends("sale_order_ids.partner_credit_warning")
+    def _compute_partner_credit_warning(self):
+        for batch in self:
+            batch.partner_credit_warning = ""
+            for order in batch.sale_order_ids:
+                if order.partner_credit_warning:
+                    batch.partner_credit_warning += order.partner_credit_warning + "\n"
+
+    def action_view_source_sale_orders(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id("sale.action_orders")
+        if len(self.sale_order_ids) > 1:
+            result["domain"] = [("id", "in", self.sale_order_ids.ids)]
+        elif len(self.sale_order_ids) == 1:
+            result["views"] = [(self.env.ref("sale.view_order_form", False).id, "form")]
+            result["res_id"] = self.sale_order_ids.id
+        else:
+            result = {"type": "ir.actions.act_window_close"}
+        return result
+
+    def action_view_products(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "product.product_normal_action_sell"
+        )
+        if len(self.product_ids) > 1:
+            result["domain"] = [("id", "in", self.product_ids.ids)]
+        elif len(self.product_ids) == 1:
+            result["views"] = [
+                (self.env.ref("product.product_product_tree_view", False).id, "form")
+            ]
+            result["res_id"] = self.product_ids.id
+        else:
+            result = {"type": "ir.actions.act_window_close"}
+        return result
+
+    def action_view_invoice(self):
+        invoices = self.mapped("invoice_ids")
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            "account.action_move_out_invoice_type"
+        )
+        if len(invoices) > 1:
+            action["domain"] = [("id", "in", invoices.ids)]
+        elif len(invoices) == 1:
+            form_view = [(self.env.ref("account.view_move_form").id, "form")]
+            if "views" in action:
+                action["views"] = form_view + [
+                    (state, view) for state, view in action["views"] if view != "form"
+                ]
+            else:
+                action["views"] = form_view
+            action["res_id"] = invoices.id
+        else:
+            action = {"type": "ir.actions.act_window_close"}
+
+        action["context"] = {"default_move_type": "out_invoice"}
+        return action
+
+    def action_in_progress(self):
+        for batch in self:
+            batch.sale_order_line_ids._validate_analytic_distribution()
+            orders = batch.sale_order_ids
+            orders.update({"state": "sent"})
+            batch.update({"state": "in_progress"})
+        return True
+
+    def action_confirm(self):
+        for batch in self:
+            orders = batch.with_context(bypass_batch=True).sale_order_ids
+            orders.action_confirm()
+            batch.update({"state": "closed"})
+        return True
+
+    def action_cancel(self):
+        cancel_warning = self._show_cancel_wizard()
+        if cancel_warning:
+            self.ensure_one()
+            return {
+                "name": _("Cancel %s", self.name),
+                "view_mode": "form",
+                "type": "ir.actions.act_window",
+                "res_model": "sale.order.batch.cancel.wizard",
+                "target": "new",
+                "context": {"active_ids": self.ids},
+            }
+        else:
+            self._action_cancel()
+
+    def _action_cancel(self):
+        orders = self.mapped("sale_order_ids")
+        # use _action_cancel to skip the wizzard
+        orders._action_cancel()
+        self.write({"state": "cancel"})
+
+    def _show_cancel_wizard(self):
+        """Decide whether the sale.order.batch.cancel wizard should be shown to cancel
+           specified orders.
+
+        :return: True if there is any non-draft order in the given orders
+        :rtype: bool
+        """
+
+        if self.env.context.get("disable_cancel_warning"):
+            return False
+        batch_orders = self.mapped("sale_order_ids")
+        return any(order._show_cancel_wizard() for order in batch_orders)
+
+    def action_open(self):
+        for batch in self:
+            orders = batch.sale_order_ids
+            orders.action_draft()
+            batch.update({"state": "open"})
+        return True
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if "company_id" in vals:
+                self = self.with_company(vals["company_id"])
+            if vals.get("name", _("New")) == _("New"):
+                vals["name"] = self.env["ir.sequence"].next_by_code(
+                    "sale.order.batch"
+                ) or _("New")
+        return super().create(vals_list)
+
+
+class SaleOrderBatchCancelWizard(models.TransientModel):
+    _name = "sale.order.batch.cancel.wizard"
+    _description = "Sale Order Batch Cancel Wizard"
+
+    def action_cancel(self):
+        batches = self.env["sale.order.batch"].browse(self._context["active_ids"])
+        for batch in batches:
+            orders = batch.sale_order_ids
+            # Warn if any sale order is not in draft
+            not_draft_orders = orders.filtered(lambda o: o.state != "draft")
+            if not_draft_orders:
+                raise UserError(
+                    _(
+                        "You can only cancel batches where all sale orders are in "
+                        "draft state."
+                    )
+                )
+            # use _action_cancel to skip the wizzard
+            # ToDo: Implement wizard logic
+            orders._action_cancel()
+            batch.update({"state": "cancel"})
+        return True
+
+    def action_discard(self):
+        return {"type": "ir.actions.act_window_close"}

sale_order_batch/models/sale_order_batch_product.py

@@ -0,0 +1,103 @@
+from odoo import api, fields, models
+
+from .sale_order_batch import READONLY_FIELD_STATES
+
+
+class SaleOrderBatchProduct(models.Model):
+    """Show Products available in Sale Order Batch"""
+
+    _name = "sale.order.batch.product"
+    _description = "Sale Order Batch Product"
+
+    batch_id = fields.Many2one(
+        comodel_name="sale.order.batch",
+        string="Batch Reference",
+        required=True,
+        ondelete="cascade",
+        index=True,
+        copy=False,
+        readonly=True,
+    )
+    state = fields.Selection(related="batch_id.state")
+    product_id = fields.Many2one(
+        comodel_name="product.product", required=True, readonly=True
+    )
+    product_template_id = fields.Many2one(
+        "product.template",
+        related="product_id.product_tmpl_id",
+        string="Product Template",
+    )
+    sale_order_line_ids = fields.One2many(
+        "sale.order.line", "batch_product_id", states=READONLY_FIELD_STATES
+    )
+    product_uom_category_id = fields.Many2one(
+        related="product_id.uom_id.category_id", depends=["product_id"]
+    )
+    product_uom_qty = fields.Float(
+        string="Quantity",
+        compute="_compute_uom_qty",
+        precompute=True,
+        store=True,
+        digits=[12, 3],
+    )
+    product_uom = fields.Many2one(related="product_id.uom_id")
+    lst_price = fields.Float(
+        "Sales Price",
+        related="product_id.lst_price",
+        digits="Product Price",
+        help="""The sale price is managed from the product template. Click on the
+        'Configure Variants' button to set the extra attribute prices.""",
+    )
+    product_packaging_id = fields.Many2one(
+        comodel_name="product.packaging",
+        string="Packaging",
+        compute="_compute_product_packaging_id",
+        store=True,
+        readonly=False,
+        precompute=True,
+        domain="[('sales', '=', True), ('product_id','=',product_id)]",
+    )
+    product_packaging_qty = fields.Float(compute="_compute_product_packaging_qty")
+
+    @api.constrains("product_id", "sale_order_line_ids")
+    def _check_sale_order_line_products(self):
+        for product in self:
+            if any(
+                line.product_id != product.product_id
+                for line in product.sale_order_line_ids
+            ):
+                raise ValueError("Product must be the same for all Sale Order Lines")
+
+    @api.depends("sale_order_line_ids.product_uom_qty")
+    def _compute_uom_qty(self):
+        for product in self:
+            product.product_uom_qty = sum(
+                product.sale_order_line_ids.mapped("product_uom_qty")
+            )
+
+    @api.depends("product_id", "product_uom_qty", "product_uom")
+    def _compute_product_packaging_id(self):
+        for line in self:
+            # remove packaging if not match the product
+            if (
+                line.product_packaging_id
+                and line.product_packaging_id.product_id != line.product_id
+            ):
+                line.product_packaging_id = False
+            # suggest always the first packaging
+            if line.product_id and line.product_uom_qty and line.product_uom:
+                suggested_packaging = (
+                    line.product_id.packaging_ids[0]
+                    if line.product_id.packaging_ids
+                    else False
+                )
+                line.product_packaging_id = (
+                    suggested_packaging or line.product_packaging_id
+                )
+
+    @api.depends("product_packaging_id")
+    def _compute_product_packaging_qty(self):
+        for product in self:
+            product.product_packaging_qty = (
+                product.product_packaging_id.qty if product.product_packaging_id else 1
+            )

sale_order_batch/models/sale_order_line.py

@@ -0,0 +1,57 @@
+from odoo import api, fields, models
+
+
+class SaleOrderLine(models.Model):
+    _inherit = "sale.order.line"
+
+    batch_id = fields.Many2one(related="order_id.batch_id")
+    batch_product_id = fields.Many2one("sale.order.batch.product", ondelete="restrict")
+
+    def _link_batch_product(self):
+        lines_with_batch = self.filtered(lambda line: line.batch_id)
+        for line in lines_with_batch:
+            batch_id = line.batch_id
+            batch_product = self.env["sale.order.batch.product"].search(
+                [
+                    ("product_id", "=", line.product_id.id),
+                    ("batch_id", "=", batch_id.id),
+                ],
+                limit=1,
+            )
+            if not batch_product:
+                batch_product = self.env["sale.order.batch.product"].create(
+                    {"batch_id": batch_id.id, "product_id": line.product_id.id}
+                )
+            line.batch_product_id = batch_product
+
+    def _unlink_batch_product(self):
+        lines_to_unlink = self.filtered(lambda line: line.batch_product_id)
+        batch_products = lines_to_unlink.mapped("batch_product_id")
+        lines_to_unlink.update({"batch_product_id": False})
+        batch_products.filtered(lambda p: len(p.sale_order_line_ids) == 0).unlink()
+
+    def _update_batch_product(self):
+        lines_with_batch = self.filtered(lambda line: line.batch_id)
+        lines_without_batch = self - lines_with_batch
+        lines_with_batch.filtered(
+            lambda line: line.batch_product_id
+            and line.batch_product_id.product_id != line.product_id
+        )._unlink_batch_product()
+        lines_with_batch._link_batch_product()
+        lines_without_batch._unlink_batch_product()
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        res = super().create(vals_list)
+        res._link_batch_product()
+        return res
+
+    def write(self, vals):
+        res = super().write(vals)
+        if vals.get("product_id"):
+            self._update_batch_product()
+        return res
+
+    def unlink(self):
+        self._unlink_batch_product()
+        return super().unlink()

sale_order_batch/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

sale_order_batch/readme/CONTRIBUTORS.rst

@@ -0,0 +1 @@
+* Niels Göttsch <niels@ziemlichoptimal.de>

sale_order_batch/readme/DESCRIPTION.rst

@@ -0,0 +1,3 @@
+This module adds the possibility to group Sale orders into batches. Attributes of a Sale Order Batch will be written to all
+Sale Order. Wenn attached to a batch they can be processed together. On the other hand they cannot be proccesed individual
+anymore as log as they are part of a batch. Only Sale Orders in state Qutotation or Quotation Send can be attached to a batch.

sale_order_batch/readme/HISTORY.rst

@@ -0,0 +1,11 @@
+- 16.0.0.0.1: Initial module.
+- 16.0.0.1: Add Multi Company ability
+- 16.0.0.2: rename product creation methode
+- 16.0.0.3: Make validity_date persistent, add batches to SO views
+- 16.0.0.4: Remove validity date
+- 16.0.0.5: Move product logic to sale order lines
+- 16.0.2.1.0: Add "In Progress" and "Cancelled" state
+- 16.0.2.2.0: Add invoice status and menues
+- 16.0.2.2.1: Add lst_price to view
+- 16.0.2.3.0: Add "Reset to Open"
+- 16.0.2.3.1: Remove Sale Order from batch on cancelation

sale_order_batch/security/ir.model.access.csv

@@ -0,0 +1,6 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_sale_order_batch_invoicing_payments,sale.order.batch,model_sale_order_batch,account.group_account_invoice,1,1,0,0
+access_sale_order_batch,sale.order.batch,model_sale_order_batch,sales_team.group_sale_salesman,1,1,1,0
+access_sale_order_batch_manager,sale.order.batch.manager,model_sale_order_batch,sales_team.group_sale_manager,1,1,1,1
+access_sale_order_batch_product,sale.order.batch.product,model_sale_order_batch_product,sales_team.group_sale_salesman,1,1,1,1
+sale_order_batch.access_sale_order_batch_cancel_wizard,access_sale_order_batch_cancel_wizard,sale_order_batch.model_sale_order_batch_cancel_wizard,base.group_user,1,1,1,1

sale_order_batch/security/ir_rules.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+
+    <!-- Multi - Company Rules -->
+    <record id="sale_order_batch_comp_rule" model="ir.rule">
+        <field name="name">Sales Order Batch multi-company</field>
+        <field name="model_id" ref="model_sale_order_batch" />
+        <field name="domain_force">[('company_id', 'in', company_ids)]</field>
+    </record>
+
+</odoo>

sale_order_batch/static/description/index.html

@@ -0,0 +1,442 @@
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+
+
+<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
+<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
+</a>
+<div class="section" id="sale-order-batch">
+<h1>Sale Order Batch</h1>
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:6686f0672ede8093b17d5d7b165f72f8e49341c7849f9e0d5a162e350fc36d71
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<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/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/madmooose/odooapps/tree/16.0/sale_order_batch"><img alt="madmooose/odooapps" src="https://img.shields.io/badge/github-madmooose%2Fodooapps-lightgray.png?logo=github" /></a></p>
+<p>This module adds the possibility to group Sale orders into batches. Attributes of a Sale Order Batch will be written to all
+Sale Order. Wenn attached to a batch they can be processed together. On the other hand they cannot be proccesed individual
+anymore as log as they are part of a batch. Only Sale Orders in state Qutotation or Quotation Send can be attached to a batch.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#changelog" id="toc-entry-1">Changelog</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="changelog">
+<h2><a class="toc-backref" href="#toc-entry-1">Changelog</a></h2>
+<ul class="simple">
+<li>16.0.0.0.1: Initial module.</li>
+<li>16.0.0.1: Add Multi Company ability</li>
+<li>16.0.0.2: rename product creation methode</li>
+<li>16.0.0.3: Make validity_date persistent, add batches to SO views</li>
+<li>16.0.0.4: Remove validity date</li>
+<li>16.0.0.5: Move product logic to sale order lines</li>
+<li>16.0.2.1.0: Add “In Progress” and “Cancelled” state</li>
+<li>16.0.2.2.0: Add invoice status and menues</li>
+<li>16.0.2.2.1: Add lst_price to view</li>
+<li>16.0.2.3.0: Add “Reset to Open”</li>
+<li>16.0.2.3.1: Remove Sale Order from batch on cancelation</li>
+</ul>
+</div>
+<div class="section" id="bug-tracker">
+<h2><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h2>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/madmooose/odooapps/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/madmooose/odooapps/issues/new?body=module:%20sale_order_batch%0Aversion:%2016.0%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">
+<h2><a class="toc-backref" href="#toc-entry-3">Credits</a></h2>
+<div class="section" id="authors">
+<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
+<ul class="simple">
+<li>BAKEUP</li>
+<li>Niels Göttsch</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
+<ul class="simple">
+<li>Niels Göttsch &lt;<a class="reference external" href="mailto:niels&#64;ziemlichoptimal.de">niels&#64;ziemlichoptimal.de</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
+<p>This module is part of the <a class="reference external" href="https://github.com/madmooose/odooapps/tree/16.0/sale_order_batch">madmooose/odooapps</a> project on GitHub.</p>
+<p>You are welcome to contribute.</p>
+</div>
+</div>
+</div>
+</div>
+</body>
+</html>

sale_order_batch/views/sale_menus.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+
+    <menuitem
+        id="menu_quotation_batch"
+        action="action_quotation_batch"
+        parent="sale.sale_order_menu"
+        groups="sales_team.group_sale_salesman"
+        sequence="15"
+    />
+    <menuitem
+        id="menu_sale_order_batch"
+        action="action_order_batch"
+        parent="sale.sale_order_menu"
+        groups="sales_team.group_sale_salesman"
+        sequence="25"
+    />
+
+    <menuitem
+        id="menu_sale_order_batch_invoice"
+        action="action_batch_to_invoice"
+        parent="sale.menu_sale_invoicing"
+        sequence="15"
+    />
+</odoo>

sale_order_batch/views/sale_order_batch_product_views.xml

@@ -0,0 +1,52 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_order_batch_product_form" model="ir.ui.view">
+        <field name="name">sale.order.batch.product.form</field>
+        <field name="model">sale.order.batch.product</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <field name="state" invisible="1" />
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                    </div>
+                    <h1>
+                        <field name="product_id" />
+                    </h1>
+                    <group>
+                        <group name="product_info">
+                            <field name="batch_id" />
+                            <field name="product_uom_qty" />
+                        </group>
+                        <group name="packaging_info">
+                            <field name="product_packaging_id" />
+                            <field name="product_packaging_qty" />
+                        </group>
+                    </group>
+                    <notebook>
+                         <page string="Sale Order Lines" name="order_line">
+                            <field
+                                name="sale_order_line_ids"
+                                widget="section_and_note_one2many"
+                            >
+                                <tree editable="bottom" create="0">
+                                    <field name="company_id" invisible="1" />
+                                    <field name="sequence" widget="handle" />
+                                    <field name="order_id" />
+                                    <field name="order_partner_id" />
+                                    <field name="product_template_id" optional="hide" />
+                                    <field name="product_id" optional="hide" />
+                                    <field name="name" />
+                                    <field name="product_uom_qty" />
+                                    <field name="price_unit" />
+                                    <field name="price_subtotal" />
+                                </tree>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+</odoo>

sale_order_batch/views/sale_order_batch_views.xml

@@ -0,0 +1,338 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_order_batch_tree" model="ir.ui.view">
+        <field name="name">sale.order.batch.tree</field>
+        <field name="model">sale.order.batch</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name" />
+                <field name="date_order" />
+                <field
+                    name="company_id"
+                    groups="base.group_multi_company"
+                    optional="show"
+                    readonly="1"
+                />
+                <field
+                    name="company_id"
+                    groups="!base.group_multi_company"
+                    invisible="1"
+                />
+                <field name="sale_order_ids" widget="many2many_tags" />
+                <field
+                    name="state"
+                    decoration-success="state == 'sale' or state == 'done'"
+                    decoration-info="state == 'draft' or state == 'sent'"
+                    widget="badge"
+                    optional="hide"
+                />
+                <field
+                    name="invoice_status"
+                    decoration-success="invoice_status == 'invoiced'"
+                    decoration-info="invoice_status == 'to invoice'"
+                    decoration-warning="invoice_status == 'upselling'"
+                    widget="badge"
+                    optional="show"
+                />
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_order_batch_quotation_tree" model="ir.ui.view">
+        <field name="name">sale.order.batch.quotation.tree</field>
+        <field name="model">sale.order.batch</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name" />
+                <field name="date_order" />
+                <field
+                    name="company_id"
+                    groups="base.group_multi_company"
+                    optional="show"
+                    readonly="1"
+                />
+                <field
+                    name="company_id"
+                    groups="!base.group_multi_company"
+                    invisible="1"
+                />
+                <field name="sale_order_ids" widget="many2many_tags" />
+                <field
+                    name="state"
+                    decoration-success="state == 'sale' or state == 'done'"
+                    decoration-info="state == 'draft' or state == 'sent'"
+                    widget="badge"
+                    optional="show"
+                />
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_order_batch_form" model="ir.ui.view">
+        <field name="name">sale.order.batch.form</field>
+        <field name="model">sale.order.batch</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button
+                        name="action_in_progress"
+                        id="action_in_progress"
+                        data-hotkey="g"
+                        string="In Progress"
+                        class="btn-primary"
+                        type="object"
+                        attrs="{'invisible': [('state', 'not in',['open'])]}"
+                    />
+                    <button
+                        name="action_confirm"
+                        id="action_confirm"
+                        data-hotkey="v"
+                        string="Confirm"
+                        class="btn-secondary"
+                        type="object"
+                        attrs="{'invisible': [('state', 'not in',['open'])]}"
+                    />
+                    <button
+                        name="action_confirm"
+                        id="action_confirm"
+                        data-hotkey="v"
+                        string="Confirm"
+                        class="btn-primary"
+                        type="object"
+                        attrs="{'invisible': [('state', 'not in',['in_progress'])]}"
+                    />
+                    <button
+                        id="create_invoices"
+                        name="%(sale.action_view_sale_advance_payment_inv)d"
+                        string="Create Invoices"
+                        type="action"
+                        class="btn-primary"
+                        context="{
+                        'default_sale_order_ids': sale_order_ids,
+                        }"
+                        data-hotkey="q"
+                        attrs="{'invisible': [('state', 'not in','closed')]}"
+                    />
+                    <button
+                        name="action_cancel"
+                        id="action_cancel"
+                        data-hotkey="z"
+                        string="Cancel"
+                        class="btn-secondary"
+                        type="object"
+                        attrs="{'invisible': [('state', 'not in',['open', 'in_progress','closed'])]}"
+                    />
+                    <button
+                        name="action_open"
+                        id="action_open"
+                        data-hotkey="w"
+                        string="Set to Open"
+                        class="btn-primary"
+                        type="object"
+                        states="cancel"
+                    />
+                    <field name="state" widget="statusbar" />
+                </header>
+                <div
+                    class="alert alert-warning mb-0"
+                    role="alert"
+                    attrs="{'invisible': [('partner_credit_warning', '=', '')]}"
+                >
+                    <field name="partner_credit_warning" />
+                </div>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button
+                            class="oe_stat_button"
+                            type="object"
+                            name="action_view_source_sale_orders"
+                            icon="fa-pencil-square-o"
+                            attrs="{'invisible': [('sale_order_count', '=', 0)]}"
+                        >
+                            <field
+                                string="Sale Orders"
+                                name="sale_order_count"
+                                widget="statinfo"
+                            />
+                        </button>
+                        <button
+                            class="oe_stat_button"
+                            type="object"
+                            name="action_view_products"
+                            icon="fa-cart-plus"
+                            attrs="{'invisible': [('product_count', '=', 0)]}"
+                        >
+                            <field
+                                string="Products"
+                                name="product_count"
+                                widget="statinfo"
+                            />
+                        </button>
+                        <button
+                            name="action_view_invoice"
+                            type="object"
+                            class="oe_stat_button"
+                            icon="fa-pencil-square-o"
+                            attrs="{'invisible': [('invoice_count', '=', 0)]}"
+                        >
+                            <field
+                                name="invoice_count"
+                                widget="statinfo"
+                                string="Invoices"
+                            />
+                        </button>
+                    </div>
+                    <h1>
+                        <field name="name" />
+                    </h1>
+                    <group>
+                        <group>
+                           <field name="amount_total" colspan="2" readonly="1" />
+                        </group>
+                        <group>
+                            <field name="date_order" />
+                            <field
+                                name="company_id"
+                                options="{'no_create': True}"
+                                groups="base.group_multi_company"
+                            />
+                            <field
+                                name="company_id"
+                                invisible="1"
+                                groups="!base.group_multi_company"
+                            />
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Sale Orders" name="orders">
+                            <field name="state" invisible="1" />
+                            <field name="sale_order_ids">
+                                <tree delete="0" editable="0" create="0">
+                                    <field name="name" />
+                                    <field name="partner_id" readonly="1" />
+                                    <field name="date_order" readonly="1" />
+                                    <field name="amount_untaxed" />
+                                    <field name="amount_total" />
+                                    <field name="company_id" invisible="1" />
+                                    <field
+                                        name="state"
+                                        decoration-success="state == 'sale' or state == 'done'"
+                                        decoration-info="state == 'draft' or state == 'sent'"
+                                        widget="badge"
+                                        optional="show"
+                                    />
+                                    <field
+                                        name="invoice_status"
+                                        decoration-success="invoice_status == 'invoiced'"
+                                        decoration-info="invoice_status == 'to invoice'"
+                                        decoration-warning="invoice_status == 'upselling'"
+                                        widget="badge"
+                                        optional="hide"
+                                    />
+                                </tree>
+                            </field>
+                        </page>
+                        <page string="Sale Order Lines" name="order_line">
+                            <field
+                                name="sale_order_line_ids"
+                                widget="section_and_note_one2many"
+                            >
+                                <tree create="0" editable="bottom">
+                                    <field name="sequence" widget="handle" />
+                                    <field name="order_id" />
+                                    <field name="order_partner_id" />
+                                    <field name="product_template_id" optional="hide" />
+                                    <field name="product_id" optional="hide" />
+                                    <field name="name" />
+                                    <field name="product_uom_qty" />
+                                    <field name="company_id" invisible="1" />
+                                    <field name="price_unit" />
+                                    <field name="price_subtotal" />
+                                </tree>
+                            </field>
+                        </page>
+                        <page string="Products" name="products">
+                            <field name="product_ids">
+                                <tree create="0" delete="0">
+                                    <field name="product_template_id" optional="hide" />
+                                    <field name="product_id" />
+                                    <field name="product_uom_qty" />
+                                    <field name="lst_price" />
+                                    <field
+                                        name="product_packaging_qty"
+                                        groups="product.group_stock_packaging"
+                                    />
+                                    <field
+                                        name="product_packaging_id"
+                                        groups="product.group_stock_packaging"
+                                    />
+                                </tree>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers" />
+                    <field name="message_ids" widget="mail_thread" />
+                </div>
+            </form>
+        </field>
+    </record>
+
+       <record id="sale_order_batch_view_search" model="ir.ui.view">
+        <field name="name">sale.order.batch.view.search</field>
+        <field name="model">sale.order.batch</field>
+        <field name="arch" type="xml">
+            <search>
+                <filter
+                    string="Active"
+                    name="filter_batch_open"
+                    domain="[('state', 'in', ['open', 'in_progress'])]"
+                />
+                <filter
+                    string="Finished"
+                    name="filter_batch_finished"
+                    domain="[('state', '=', 'closed')]"
+                />
+                <filter
+                    string="Cancelled"
+                    name="filter_batch_cancel"
+                    domain="[('state', '=', 'cancel')]"
+                />
+            </search>
+        </field>
+    </record>
+
+    <record id="action_quotation_batch" model="ir.actions.act_window">
+        <field name="name">Quotation Batches</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">sale.order.batch</field>
+        <field name="view_mode">tree,form,activity</field>
+        <field name="view_id" ref="view_order_batch_quotation_tree" />
+        <field name="context">{'search_default_filter_batch_open': 1}</field>
+    </record>
+
+    <record id="action_order_batch" model="ir.actions.act_window">
+        <field name="name">Order Batches</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">sale.order.batch</field>
+        <field name="view_mode">tree,form,activity</field>
+        <field name="view_id" ref="view_order_batch_tree" />
+        <field name="context">{'search_default_filter_batch_finished': 1}</field>
+    </record>
+
+    <record id="action_batch_to_invoice" model="ir.actions.act_window">
+        <field name="name">Batches to Invoice</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">sale.order.batch</field>
+        <field name="view_mode">tree,form,activity</field>
+        <field name="context">{'create': False}</field>
+        <field name="domain">[('invoice_status','=','to invoice')]</field>
+        <field name="search_view_id" ref="sale_order_batch_view_search" />
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+            No batches to invoice found
+            </p>
+        </field>
+    </record>
+</odoo>

sale_order_batch/views/sale_order_views.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+        <record id="view_order_form" model="ir.ui.view">
+                <field name="name">sale.order.form.inherit.batch</field>
+                <field name="model">sale.order</field>
+                <field name="inherit_id" ref="sale.view_order_form" />
+                <field name="arch" type="xml">
+                        <xpath expr="//button[@name='action_draft']" position="after">
+                                <field name="batch_id" invisible="True" />
+                                <button
+                    name="action_add_to_batch"
+                    type="object"
+                    string="Add to Batch"
+                    data-hotkey="b"
+                    attrs="{'invisible': ['|',('batch_id', '!=', False),('state','not in',['draft', 'sent'])]}"
+                />
+                        </xpath>
+                        <xpath expr="//div[@name='button_box']" position="inside">
+                                <button
+                    class="oe_stat_button"
+                    name="action_view_sale_order_batch"
+                    type="object"
+                    icon="fa-tasks"
+                    attrs="{'invisible': [('batch_id', '=', False)]}"
+                >
+                                        <field
+                        name="batch_id"
+                        attrs="{'readonly': True}"
+                    />
+                                </button>
+                        </xpath>
+                        <xpath
+                expr="//button[@name='action_confirm']"
+                position="attributes"
+            >
+                                <attribute
+                    name="attrs"
+                >{'invisible': ['|',('batch_id','!=',False),('state', 'not in', ['sent'])]}</attribute>
+                        </xpath>
+                        <xpath
+                expr="//button[@name='action_confirm'][2]"
+                position="attributes"
+            >
+                                <attribute
+                    name="attrs"
+                >{'invisible': ['|',('batch_id','!=',False),('state', 'not in', ['draft'])]}</attribute>
+                        </xpath>
+                        <group name="partner_details" position="inside">
+                                <field name="batch_id" />
+                        </group>
+                </field>
+        </record>
+
+        <record id="view_quatation_tree_inherit_batch" model="ir.ui.view">
+                <field name="name">sale.order.tree.inherited.batch</field>
+                <field name="model">sale.order</field>
+                <field name="inherit_id" ref="sale.view_quotation_tree" />
+                <field name="arch" type="xml">
+                        <xpath expr="//tree" position="inside">
+                                <header>
+                                        <button
+                        type="object"
+                        name="action_add_to_batch"
+                        string="Add to Batch"
+                    />
+                                </header>
+                        </xpath>
+                        <xpath expr="//field[@name='name']" position="after">
+                                <field name="batch_id" />
+                        </xpath>
+                </field>
+        </record>
+
+        <record id="view_order_tree_inherit_batch" model="ir.ui.view">
+                <field name="name">sale.order.tree.inherited.batch</field>
+                <field name="model">sale.order</field>
+                <field name="inherit_id" ref="sale.view_order_tree" />
+                <field name="arch" type="xml">
+                        <xpath expr="//field[@name='name']" position="after">
+                                <field name="batch_id" />
+                        </xpath>
+                </field>
+        </record>
+
+</odoo>

sale_order_batch/wizard/__init__.py

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

sale_order_batch/wizard/sale_order_batch_cancel_wizard.py

@@ -0,0 +1,34 @@
+from odoo import api, fields, models
+
+
+class SaleOrderBatchCancelWizard(models.TransientModel):
+    _name = "sale.order.batch.cancel.wizard"
+    _description = "Cancel Sale Order Batch Confirmation"
+
+    batch_ids = fields.Many2many(
+        comodel_name="sale.order.batch",
+        string="Batches to Cancel",
+        default=lambda self: self.env["sale.order.batch"].browse(
+            self.env.context.get("active_ids", [])
+        ),
+    )
+
+    order_ids = fields.Many2many(
+        comodel_name="sale.order",
+        string="Orders to Cancel",
+        compute="_compute_order_ids",
+    )
+
+    @api.depends("batch_ids")
+    def _compute_order_ids(self):
+        for record in self:
+            batches = record.batch_ids
+            record.order_ids = batches.mapped("sale_order_ids")
+
+    def action_cancel(self):
+        batches = self.batch_ids
+        batches._action_cancel()
+        return {"type": "ir.actions.act_window_close"}
+
+    def action_discard(self):
+        return {"type": "ir.actions.act_window_close"}

sale_order_batch/wizard/sale_order_batch_cancel_wizard.xml

@@ -0,0 +1,29 @@
+<odoo>
+    <record id="view_sale_order_batch_cancel_wizard_form" model="ir.ui.view">
+        <field name="name">sale.order.batch.cancel.wizard.form</field>
+        <field name="model">sale.order.batch.cancel.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <group col="1">
+                    <div col="2" class="alert alert-warning" role="alert">
+                        <span>Are you sure you want to cancel this order?</span>
+                    </div>
+                    <group col="2">
+                        <field name="batch_ids" invisible="1" />
+                        <field name="order_ids" widget="many2many_tags" />
+
+                    </group>
+                </group>
+                <footer>
+                    <button
+                        string="Cancel"
+                        name="action_cancel"
+                        type="object"
+                        class="btn-primary mx-1"
+                    />
+                    <button string="Discard" class="btn-secondary" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>