[15.0][ADD] fieldservice_sale_stock_route_backorder: New module fieldservice_sale_stock_route_backorder

Author: ppyczko

fieldservice_sale_stock_route_backorder/README.rst

@@ -0,0 +1,118 @@
+==========================================
+Field Service - Sale Stock Route Backorder
+==========================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:d433d0ea7fd220cd966046186853b1eb1082639b1bb0b6740203cb6b4e8a34d3
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Ffield--service-lightgray.png?logo=github
+    :target: https://github.com/OCA/field-service/tree/15.0/fieldservice_sale_stock_route_backorder
+    :alt: OCA/field-service
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/field-service-15-0/field-service-15-0-fieldservice_sale_stock_route_backorder
+    :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/field-service&target_branch=15.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module introduces a new wizard in the FSM order form view to adjust deliveries. This wizard allows setting the quantity to deliver for each outgoing product, and it also supports adding new products that were not part of the initial demand.
+
+By default, the system checks the **reserved quantity** on each stock move and considers the **free stock available** in the warehouse for each **storable product**. If additional stock is available beyond the reserved quantity and has not been reserved by another stock move, it allows delivering more than the initially ordered amount, providing flexibility when extra stock is on hand. However, it still ensures that deliveries do not exceed the actual stock available in the warehouse. On the other hand, **Consumable products** can always be over-delivered, as they do not have stock constraints.
+
+Example Scenario
+1. An order requests **70 units** of a product.
+2. Initially, only **40 units** are available and reserved, so the system prevents delivering more than 40.
+3. Later, additional stock arrives, increasing available inventory to **100 units**.
+4. If no other stock moves have reserved the extra **30 units**, the system allows delivering **up to 100 units**, even though the initial demand was 70.
+5. Additionally, new products can be added to the delivery through the wizard, and stock moves will be created for these new products, ensuring that quantities are validated and processed as part of the overall delivery.
+
+Once confirmed, the system validates the picking and creates a backorder sale if any of the initially requested quantities cannot be delivered and the product has the 'create backorder sale' option enabled. This backorder sale will include the remaining quantities that could not be delivered and will be scheduled for the next available route day, allowing for future processing and fulfillment.
+
+When all quantities have been delivered, the FSM order is marked as completed automatically.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+**For this module to work as intended, you need to enable the Auto Validate FSM Pickings setting in Field Service > Configuration > Settings.**
+
+1. Navigate to Sales > Orders.
+2. Create a new sales order.
+3. Add a product that generates an FSM order (Field Service Tracking set to "Create one FSM order per sale order" on the product form). If you want this product to generate a backorder sale whenever it is not fully delivered, ensure the field **Create Backorder Sale Order** is checked on the product form
+4. Set the Customer and FSM Location.
+5. Make sure the FSM Location has a route set and this route has a person assigned and route days set.
+6. In the sale order, navigate to the 'Other Info' tab and set the 'Delivery Date' and 'Delivery End Date' fields. You can also leave them empty to have the system automatically assign the next available route day.
+7. Confirm the sale order.
+8. Enter the FSM order. A new 'Adjust Delivery' button is available in the header.
+9. Click the 'Adjust Delivery' button to open the wizard. Set the quantity to deliver for each product and, if necessary, add new products to the delivery. Proceed to confirm the wizard.
+10. The system will attempt to **reserve newly available stock** before delivery for storable products. It will allow **delivering more than the initial demand** if additional unreserved stock is available. It will prevent delivery of quantities exceeding the **total available stock** (reserved + free stock in the warehouse). For consumable products, the system will always allow over-delivery.
+11. Once confirmed, the system will validate the picking and create a backorder for any remaining quantities. This backorder will be scheduled for the next available route day based on the FSM location's route configuration and both the FSM order and sale order schedule will be updated.
+12. When all quantities have been delivered, the FSM order will be marked as completed automatically.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/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/field-service/issues/new?body=module:%20fieldservice_sale_stock_route_backorder%0Aversion:%2015.0%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
+~~~~~~~
+
+* APSL-Nagarro
+
+Contributors
+~~~~~~~~~~~~
+
+ `APSL-Nagarro <https://www.apsl.tech>`_:
+  * Patryk Pyczko <[email protected]>
+
+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-ppyczko| image:: https://github.com/ppyczko.png?size=40px
+    :target: https://github.com/ppyczko
+    :alt: ppyczko
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-ppyczko| 
+
+This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/15.0/fieldservice_sale_stock_route_backorder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

fieldservice_sale_stock_route_backorder/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2025 Patryk Pyczko (APSL-Nagarro)<[email protected]>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizard

fieldservice_sale_stock_route_backorder/__manifest__.py

@@ -0,0 +1,22 @@
+# Copyright 2025 Patryk Pyczko (APSL-Nagarro)<[email protected]>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Field Service - Sale Stock Route Backorder",
+    "version": "15.0.1.0.0",
+    "summary": "Manage backorders for Field Service Orders",
+    "category": "Field Service",
+    "website": "https://github.com/OCA/field-service",
+    "author": "APSL-Nagarro, Odoo Community Association (OCA)",
+    "maintainers": ["ppyczko"],
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["fieldservice_sale_stock_route"],
+    "data": [
+        "security/ir.model.access.csv",
+        "wizard/fsm_partial_delivery_wizard_form.xml",
+        "views/fsm_order_view.xml",
+        "views/product_template.xml",
+    ],
+}

fieldservice_sale_stock_route_backorder/i18n/ca.po

@@ -0,0 +1,171 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* fieldservice_sale_stock_route_backorder
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-06-06 09:46+0000\n"
+"PO-Revision-Date: 2025-06-06 09:46+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: fieldservice_sale_stock_route_backorder
+#: code:addons/fieldservice_sale_stock_route_backorder/wizard/fsm_partial_delivery_wizard_form.py:0
+#, python-format
+msgid ""
+"A new Sale Order <a href='#' data-oe-model='sale.order' data-oe-"
+"id='%(order_id)d'>%(order_name)s</a> was created for undelivered products."
+msgstr ""
+"S'ha creat una nova comanda de venda <a href='#' data-oe-model='sale.order' "
+"data-oe-id='%(order_id)d'>%(order_name)s</a> per als productes no lliurats."
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model_terms:ir.ui.view,arch_db:fieldservice_sale_stock_route_backorder.fsm_order_form_inherit_partial_delivery
+#: model_terms:ir.ui.view,arch_db:fieldservice_sale_stock_route_backorder.fsm_partial_delivery_wizard_form
+msgid "Adjust Delivery"
+msgstr "Ajusta el lliurament"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model_terms:ir.ui.view,arch_db:fieldservice_sale_stock_route_backorder.fsm_partial_delivery_wizard_form
+msgid "Cancel"
+msgstr "Cancel·la"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model_terms:ir.ui.view,arch_db:fieldservice_sale_stock_route_backorder.fsm_partial_delivery_wizard_form
+msgid "Confirm"
+msgstr "Confirma"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_product_product__create_backorder_sale
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_product_template__create_backorder_sale
+msgid "Create Backorder Sale Order"
+msgstr "Crea una comanda de venda pendent de lliurament"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__create_uid
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__create_uid
+msgid "Created by"
+msgstr "Creat per"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__create_date
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__create_date
+msgid "Created on"
+msgstr "Creat el"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model_terms:ir.ui.view,arch_db:fieldservice_sale_stock_route_backorder.fsm_partial_delivery_wizard_form
+msgid "Delivery Adjustments"
+msgstr "Ajustaments de lliurament"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__discount
+msgid "Discount (%)"
+msgstr "Desc (%)"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__display_name
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__display_name
+msgid "Display Name"
+msgstr "Nom de visualització"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__fsm_order_id
+msgid "FSM Order"
+msgstr "Ordre FSM"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model,name:fieldservice_sale_stock_route_backorder.model_fsm_partial_delivery_line
+msgid "FSM Partial Delivery Line"
+msgstr "Línia de lliurament parcial FSM"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model,name:fieldservice_sale_stock_route_backorder.model_fsm_partial_delivery_wizard
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__wizard_id
+msgid "FSM Partial Delivery Wizard"
+msgstr "Assistent de lliurament parcial FSM"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model,name:fieldservice_sale_stock_route_backorder.model_fsm_order
+msgid "Field Service Order"
+msgstr "Ordre de servei de camp"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__id
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__id
+msgid "ID"
+msgstr ""
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,help:fieldservice_sale_stock_route_backorder.field_product_product__create_backorder_sale
+#: model:ir.model.fields,help:fieldservice_sale_stock_route_backorder.field_product_template__create_backorder_sale
+msgid ""
+"If checked, undelivered quantities of this product will generate a new sale "
+"order."
+msgstr ""
+"Si està marcat, les quantitats no lliurades d'aquest producte generaran una "
+"nova comanda de venda."
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line____last_update
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard____last_update
+msgid "Last Modified on"
+msgstr "Última modificació el"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__write_uid
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__write_uid
+msgid "Last Updated by"
+msgstr "Última actualització per"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__write_date
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__write_date
+msgid "Last Updated on"
+msgstr "Última actualització el"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__requested_quantity
+msgid "Ordered Quantity"
+msgstr "Quantitat demanada"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.actions.act_window,name:fieldservice_sale_stock_route_backorder.fsm_partial_delivery_action
+msgid "Partial Delivery"
+msgstr "Lliurament parcial"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__product_id
+msgid "Product"
+msgstr "Producte"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model,name:fieldservice_sale_stock_route_backorder.model_product_template
+msgid "Product Template"
+msgstr "Plantilla de producte"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__quantity_done
+msgid "Quantity Delivered"
+msgstr "Quantitat lliurada"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_line__sale_line_id
+msgid "Sale Order Line"
+msgstr "Línia de comanda de venda"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_partial_delivery_wizard__sale_line_ids
+msgid "Sale Order Lines"
+msgstr "Línies de comanda de venda"
+
+#. module: fieldservice_sale_stock_route_backorder
+#: model:ir.model.fields,field_description:fieldservice_sale_stock_route_backorder.field_fsm_order__show_partial_delivery_button
+msgid "Show Partial Delivery Button"
+msgstr "Mostra el botó de lliurament parcial"