The Problem
Company growth caused Quickbooks Desktop to be inadequate at managing the company inventory
Skills Required
Python
Odoo is an open source ERP built using Python and the framework and all modules are written in Python
HTML/CSS/JavaScript/XML
Views are handled by Odoo and converted to HTML from XML with functionality from CSS and JavaScript
Linux Command Line
This Odoo instance is run on a Ubuntu Server
Website Security
NGINX and an IP management script to secure the server
The Project
Due to company growth QuickBooks Desktop became insufficient to track inventory location and manufacturing. I was tasked with sourcing an inexpensive software solution and selected Odoo after looking into all appropriate options. I chose Odoo because it was open source and modular with a powerful community version capable of all required operations. After setting up an instance and importing all inventory data, I proposed and implemented a module to track projects requiring large regular product shipments. I also developed a simple connector application to import sales orders from QuickBooks to preserve the established company workflow during the software transition. Further company growth created a need for access to the Odoo instance from outside the local network environment. I ported all custom modules from Windows to Linux and created a new Odoo instance on a Ubuntu server using the cloud service DigitalOcean. All company data was moved to the new instance and I configured all proxy and security settings to protect a web facing database using NGINX. I am currently overseeing the migration of an additional company’s database onto the existing Odoo instance.
Project Manager Source Code
# -*- coding: utf-8 -*-
from odoo import models, fields, api
from datetime import datetime
class primary_sale_order(models.Model):
_name = 'sale.pso'
name = fields.Char('Project Name', required=True)
origin_po = fields.Char('Original PO Number')
origin_so = fields.Char('Original SO Number', required=True)
customer_id = fields.Many2one('res.partner', string='Customer', required=True)
sale_order = fields.One2many('sale.order', 'primary_sale_order', string='Sub Sale Order')
sale_line = fields.One2many('sale.pso.line', 'primary_sale_order', string='Sale Line')
state = fields.Char('Status', readonly=True, default='draft')
origin_so_date = fields.Datetime('Original Sale Order Date')
@api.multi
def action_sale_order_calendar(self):
assert len(self) == 1, 'This option should only be used for a single id at a time.'
#template = self.env.ref('account.email_template_edi_invoice', False)
id = self.id
return {
'name': 'sale order calendar action wizard',
'res_model': 'sale.order',
'res_id': id,
'type': 'ir.actions.act_window',
#'context': {'primary_sale_order', '=', 'self'},
'view_mode': 'calendar,tree,form',
'view_type': 'form',
'view_id': self.env.ref('sale.view_sale_order_calendar'),
'target': 'new', #'target': 'current',
}
@api.model
def create(self, vals):
result = super(primary_sale_order, self).create(vals)
result.state = 'saved'
return result
@api.multi
def action_sale_order_create(self):
data = self._prepare_sale_order()
order = self.env['sale.order'].create(data)
for line in self.sale_line:
line.sale_order_line_create(order.id)
action = self.env.ref('sale.action_orders').read()[0]
action['views'] = [(self.env.ref('sale.view_order_form').id, 'form')]
action['res_id'] = order.id
return action
@api.multi
def _prepare_sale_order(self):
self.ensure_one()
res = {
'origin_so': self.origin_so,
'origin': self.origin_po,
'partner_id': self.customer_id.id,
'primary_sale_order': self.id,
}
return res
def get_qty_ordered(self, product_id):
for line in self.sale_line:
if product_id == line.product_id:
return line.qty
return None
def get_qty_backordered(self, product_id):
for line in self.sale_line:
if product_id == line.product_id:
return line.qty-line.qty_delivered
return None
class sale_order(models.Model):
_inherit = 'sale.order'
primary_sale_order = fields.Many2one('sale.pso', string='Primary Sale Order')
origin_so = fields.Char('Main Sale Order Number')
@api.model
def _default_products(self):
primary_sale_order = self.env.context.get('primary_sale_order')
if primary_sale_order:
lines = {}
for line in primary_sale_order.sale_line:
lines.append(self.env.sudo().create({'product_id': line.product_id.id, 'order_id': id}))
return lines
return False
def get_qty_ordered(self, product_id):
for line in self.order_line:
if line.product_id == product_id:
return line.product_uom_qty
return None
order_line = fields.One2many('sale.order.line', 'order_id', string='Order Lines', states={'cancel': [('readonly', True)],
'done': [('readonly', True)]}, copy=True, auto_join=True, default=_default_products)
class sale_order_line(models.Model):
_inherit = 'sale.order.line'
commitment_line = fields.Many2one('sale.pso.line', string='Primary Sale Line')
class commitment_line(models.Model):
_name = 'sale.pso.line'
@api.depends('sale_line')
def _get_qty_delivered(self):
for sline in self:
res = 0
for line in sline.sale_line:
res += line.qty_delivered
sline.qty_delivered = res
@api.depends('product_id')
def _get_qty_available(self):
for sline in self:
sline.qty_available = sline.product_id.qty_creatable
@api.depends('sale_line')
def _get_forcast(self):
now = datetime.now()
for sline in self:
res = 0
for line in sline.sale_line:
for pick in line.order_id.picking_ids:
picktime = datetime.strptime(pick.scheduled_date, '%Y-%m-%d %H:%M:%S')
if pick.state == 'done' and (picktime.year - now.year)*12 + picktime.month - now.month < 1:
res += line.qty_delivered
sline.qty_forcast = res
@api.depends('product_id.bom_ids')
def _get_bom_lines(self):
for rec in self:
lines = self.env['mrp.bom.line'].search([('bom_id.product_id', '=', rec.product_id.id)])
rec.bom_line_ids = lines
@api.depends('product_id.qty_available')
def _get_qty_onhand(self):
for line in self:
line.qty_onhand = line.product_id.qty_available
qty_onhand = fields.Float('Quantity On Hand', readonly=True, compute='_get_qty_onhand')
primary_sale_order = fields.Many2one('sale.pso', string='Primary Sale Order', required=True, ondelete='cascade', index=True, copy=False)
product_id = fields.Many2one('product.product', string='Product', required=True)
qty = fields.Float('Quantity Ordered', required=True)
qty_delivered = fields.Float('Quantity Delivered', readonly=True, compute='_get_qty_delivered')
sale_line = fields.One2many('sale.order.line', 'commitment_line', string='Sale Order Line')
qty_available = fields.Float('Quantity Available', readonly=True, compute='_get_qty_available')
qty_forcast = fields.Float('Forcasted Stock', readonly=True, compute='_get_forcast')
bom_line_ids = fields.One2many('mrp.bom.line', 'commitment_line_id', string='Line Ids', compute='_get_bom_lines')
@api.multi
def _prepare_sale_line(self):
self.ensure_one()
res = {
'name': self.product_id.name,
'product_id': self.product_id.id,
'price_unit': 0,
'product_uom_qty': 0,
'commitment_line': self.id,
}
return res
@api.multi
def sale_order_line_create(self, order_id):
order_lines = self.env['sale.order.line']
for line in self:
vals = line._prepare_sale_line()
vals.update({'order_id': order_id})
order_lines |= self.env['sale.order.line'].create(vals)
return order_lines
class stock_picking(models.Model):
_inherit = 'stock.picking'
backorder_ids = fields.One2many(comodel_name='stock.picking',
inverse_name='backorder_id', copy=False,
string='Backorders', readonly=True)
tracking_number = fields.Char('Tracking Number')
shipment_carrier = fields.Many2one('stock.picking.carrier', 'Carrier')
tracking_url = fields.Char('Tracking Url', compute='_get_tracking_url', readonly=True)
@api.depends('shipment_carrier.tracking_url', 'tracking_number')
def _get_tracking_url(self):
for picking in self:
picking.tracking_url = (picking.shipment_carrier.tracking_url or '') + '' + (picking.tracking_number or '')
def get_qty_backordered(self, product_id):
for line in self.sale_id.order_line:
if line.product_id == product_id:
for pline in self.move_line_ids:
if pline.product_id == product_id:
return line.product_uom_qty-pline.qty_done
return None
class product(models.Model):
_inherit = 'product.product'
@api.multi
@api.depends('stock_move_ids.product_qty', 'stock_move_ids.state')
def _compute_creatable(self):
for product in self:
if product.bom_count > 0:
qty_list = []
creatable = 0
for bom in product.bom_ids:
for line in bom.bom_line_ids:
qty_list.append(bom.product_qty/line.product_qty*line.product_id.qty_available)
if product.qty_available + min(qty_list) > creatable:
creatable = product.qty_available + min(qty_list)
qty_list = []
product.qty_creatable = creatable
"""product.incoming_qty = res[product.id]['incoming_qty']
product.outgoing_qty = res[product.id]['outgoing_qty']
product.virtual_available = res[product.id]['virtual_available'] + min(qty_list)"""
else:
product.qty_creatable = product.qty_available
"""product.incoming_qty = res[product.id]['incoming_qty']
product.outgoing_qty = res[product.id]['outgoing_qty']
product.virtual_available = res[product.id]['virtual_available']"""
qty_creatable = fields.Float('Quantity Available', readonly=True, compute='_compute_creatable')
image_medium = fields.Binary(
"Medium-sized image", compute='_compute_images', inverse='_set_image_medium',
help="")
@api.model
def create(self, vals):
if not 'barcode' in vals:
vals['barcode'] = self.env['ir.sequence'].next_by_code('product.product.barcode_sequence')
return super(product, self).create(vals)
class product_template(models.Model):
_inherit = 'product.template'
"""@api.multi
@api.depends('product_variant_ids.qty_creatable')
def _compute_creatable(self):
for product in self:
for key, value in self[product.id].items():
if key in product._fields:
product[key] = value"""
@api.multi
@api.depends('product_variant_ids.qty_creatable')
def _compute_creatable(self):
for template in self:
qty_creatable = sum(
[p.qty_creatable for p in
template.product_variant_ids])
template.qty_creatable = qty_creatable
qty_creatable = fields.Float('Quantity Available', readonly=True, compute='_compute_creatable')
image_medium = fields.Binary(
"Medium-sized image", attachment=True, help="")
class bom_lines(models.Model):
_inherit = 'mrp.bom.line'
@api.depends('product_id.qty_creatable')
def _get_qty_creatable(self):
for line in self:
line.qty_creatable = line.product_id.qty_creatable
commitment_line_id = fields.Many2one('sale.pso.line', string='Commitment Line')
qty_creatable = fields.Float('Quantity Available', readonly=True, compute='_get_qty_creatable')
class shipping_carrier(models.Model):
_name = 'stock.picking.carrier'
name = fields.Char('Name')
tracking_url = fields.Char('Tracking Url')
picking_ids = fields.One2many('stock.picking', 'shipment_carrier', string='Shipments', readonly=True)
Project Manager Custom Delivery Form
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<template id="custom_delivery_report">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<t t-set="o" t-value="o.with_context({'lang':o.partner_id.lang})" />
<t t-if="o and 'company_id' in o">
<t t-set="company" t-value="o.company_id"></t>
</t>
<t t-if="not o or not 'company_id' in o">
<t t-set="company" t-value="res_company"></t>
</t>
<div class="header">
<div class="row">
<div class="col-xs-8 ">
<img t-if="company.logo" t-att-src="'data:image/png;base64,%s' % to_text(company.logo)"
style="max-height: 85px;" />
</div>
<div class="col-xs-4" style="font:15px lucida-console,sans-serif !important;" >
<span style="color:#3498DB; !important;" t-field="company.partner_id" /><br/>
<span t-field="company.partner_id.street" /><br/>
<span t-field="company.partner_id.street2" /><br/>
<span t-field="company.partner_id.city" /><br/>
<span t-field="company.partner_id.country_id" /><br/>
<span t-field="company.partner_id.vat" /><br/>
</div>
</div>
</div>
<div class="page">
<div class="oe_structure"/>
<div class="row">
<div class="col-xs-6" style="font:15px lucida-console,sans-serif !important;" >
<span style="font-size:15px"><strong><u>Customer</u></strong></span><br/>
<span t-field="o.sale_id.partner_id" /><br/>
<span t-field="o.sale_id.partner_id.street" /><br/>
<span t-field="o.sale_id.partner_id.street2" /><br/>
<span t-field="o.sale_id.partner_id.city" /><br/>
<span t-field="o.sale_id.partner_id.country_id" /><br/>
<span t-field="o.sale_id.partner_id.vat" /><br/>
</div>
<div class="col-xs-6 text-right" style="font:15px lucida-console,sans-serif !important; " >
<span style="font-size:15px"><strong><u>Delivery Address</u></strong></span>
<div t-if="o.move_lines and o.move_lines[0].partner_id and o.move_lines[0].partner_id.id != o.partner_id.id">
<div>
<div t-field="o.move_lines[0].partner_id"
t-field-options='{"widget": "contact", "fields": ["address", "name", "phone", "fax"], "no_marker": true}'/>
<div t-field="o.partner_id.vat"/>
</div>
</div>
<div t-if="(o.move_lines and o.move_lines[0].partner_id and o.move_lines[0].partner_id.id == o.partner_id.id) or o.move_lines and not o.move_lines[0].partner_id">
<div t-field="o.partner_id"
t-field-options='{"widget": "contact", "fields": ["address", "name", "phone", "fax"], "no_marker": true}'/>
<div t-field="o.partner_id.vat"/>
</div>
</div>
</div>
<div class="row" style="font:15px lucida-console,sans-serif">
<h2><span><font>Delivery Number: </font><span style="!important;" t-field="o.name"/></span><br/></h2>
</div>
<div class="table">
<table border="1" style="border-collapse:collapse;">
<tr>
<t t-if="o.sale_id">
<td align="center" width="100px"><strong>S.O. Date</strong></td>
<td align="center" width="100px"><strong>S.O. No.</strong></td>
<td align="center" width="100px"><strong>P.O. No.</strong></td>
</t>
<td align="center" width="100px"><strong>Ship Date</strong></td>
<t t-if="o.sale_id.primary_sale_order">
<td align="center" width="100px"><strong>Project</strong></td>
</t>
</tr>
<tr>
<t t-if="o.sale_id">
<td align="center" t-if="not o.sale_id.primary_sale_order" t-esc="time.strftime('%m/%d/%Y',time.strptime(o.sale_id.date_order,'%Y-%m-%d %H:%M:%S'))"> </td>
<td align="center" t-else="" t-esc="time.strftime('%m/%d/%Y',time.strptime(o.sale_id.primary_sale_order.origin_so_date,'%Y-%m-%d %H:%M:%S'))"> </td>
<td align="center" t-if="not o.sale_id.primary_sale_order" t-esc="o.sale_id.name"> </td>
<td align="center" t-else="" t-esc="o.sale_id.origin_so"> </td>
<td align="center" t-esc="o.sale_id.origin"> </td>
</t>
<td align="center" t-esc="time.strftime('%m/%d/%Y',time.strptime(o.scheduled_date,'%Y-%m-%d %H:%M:%S'))"> </td>
<t t-if="o.sale_id.primary_sale_order">
<td align="center" t-esc="o.sale_id.primary_sale_order.name"> </td>
</t>
</tr>
</table>
</div>
<table class="table table-condensed mt48" t-if="o.state!='done'">
<thead>
<tr>
<th><strong>Product</strong></th>
<th><strong>Quantity</strong></th>
<t t-if="o.sale_id.primary_sale_order">
<th><strong>Qty Ordered</strong></th>
<th><strong>Qty Backordered</strong></th>
</t>
</tr>
</thead>
<tbody>
<t t-set="lines" t-value="o.move_lines.filtered(lambda x: x.product_uom_qty)"/>
<tr t-foreach="lines" t-as="move">
<td><span t-field="move.product_id"/></td>
<td>
<span t-field="move.product_uom_qty"/>
<span t-field="move.product_uom"/>
</td>
<t t-if="o.sale_id.primary_sale_order">
<td><span t-esc="o.sale_id.primary_sale_order.get_qty_ordered(move.product_id)"> </span></td>
<td><span t-esc="o.sale_id.primary_sale_order.get_qty_backordered(move.product_id)"> </span></td>
</t>
</tr>
</tbody>
</table>
<table class="table table-condensed mt48" t-if="o.move_line_ids and o.state=='done'">
<t t-set="has_serial_number" t-value="o.move_line_ids.mapped('lot_id')" groups="stock.group_production_lot"/>
<thead>
<tr>
<th><strong>Product</strong></th>
<th name="lot_serial" t-if="has_serial_number">
Lot/Serial Number
</th>
<t t-if="o.backorder_ids">
<th class="text-center"><strong>Qty Ordered</strong></th>
<th class="text-center"><strong>Quantity Shipped</strong></th>
<th class="text-center"><strong>Qty Backordered</strong></th>
</t>
<t t-else="">
<t t-if="o.sale_id">
<t t-if="o.sale_id.primary_sale_order">
<th class="text-center"><strong>Qty Ordered</strong></th>
<th class="text-center"><strong>Quantity Shipped</strong></th>
<th class="text-center"><strong>Qty Backordered</strong></th>
</t>
<t t-else="">
<th class="text-center" ><strong>Quantity</strong></th>
</t>
</t>
<t t-else="">
<th class="text-center" ><strong>Quantity</strong></th>
</t>
</t>
</tr>
</thead>
<tbody>
<tr t-foreach="o.move_line_ids" t-as="move_line">
<td>
<span t-field="move_line.product_id"/>
<p t-if="o.picking_type_code == 'outgoing'">
<span t-field="move_line.product_id.sudo().description_pickingout"/>
</p>
<p t-if="o.picking_type_code == 'incoming'">
<span t-field="move_line.product_id.sudo().description_pickingin"/>
</p>
</td>
<t t-if="o.sale_id.primary_sale_order">
<td class="text-center"><span t-esc="o.sale_id.primary_sale_order.get_qty_ordered(move_line.product_id)"> </span></td>
</t>
<t t-elif="o.backorder_ids">
<td class="text-center"><span t-esc="o.sale_id.get_qty_ordered(move_line.product_id)"> </span></td>
</t>
<td class="text-center">
<span t-field="move_line.qty_done"/>
<span t-field="move_line.product_uom_id"/>
</td>
<t t-if="o.sale_id.primary_sale_order">
<td class="text-center"><span t-esc="o.sale_id.primary_sale_order.get_qty_backordered(move_line.product_id)"> </span></td>
</t>
<t t-elif="o.backorder_ids">
<td class="text-center"><span t-esc="o.get_qty_backordered(move_line.product_id)"> </span></td>
</t>
</tr>
</tbody>
</table>
</div>
<div class="footer">
<div class="text-right"><span>Signature___________________________________</span></div>
<div class="text-center" style="border-top: 1px solid black;">
<ul class="list-inline">
<li>Page:</li>
<li><span class="page"/></li>
<li>/</li>
<li><span class="topage"/></li>
</ul>
</div>
</div>
</t>
</t>
</template>
<template id="report_deliveryslip" inherit_id="stock.report_deliveryslip">
<xpath expr="//t[@t-call='stock.report_delivery_document']" position='replace'>
<t t-call="web.html_container">
<t t-foreach="docs" t-as="o">
<t t-call="sales_project_manager.custom_delivery_report" t-lang="o.partner_id.lang"/>
</t>
</t>
</xpath>
</template>
</data>
</odoo>
Project Manager Views Source Code
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!--record id="action_sale_order_calendar" model="ir.actions.act_window">
<field name="name">Sale Order Calendar (Wizard)</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">calendar,tree,form</field>
<field name="view_id" ref="view_sale_order_calendar"/>
<field name="target">new</field>
</record-->
<record model="ir.ui.view" id="project_view_form">
<field name="name">sale.pso.form</field>
<field name="model">sale.pso</field>
<field name="arch" type="xml">
<form string="Projects">
<header>
<field name="state" invisible="1"/>
<button string="Create new SO" type="object" name="action_sale_order_create" attrs="{'invisible': [('state', '=', 'draft')]}" class="oe_highlight"/>
</header>
<sheet>
<div class="oe_title">
<h1>
<field name="name"/>
</h1>
</div>
<group>
<field name="customer_id"/>
<field name="origin_so"/>
<field name="origin_po"/>
</group>
<group>
<field name="origin_so_date"/>
<button name="sale_order_calendar_action" string="Open Sale Order Calendar" type="action" class="oe_highlight"/>
</group>
<notebook>
<page string="Products">
<field name="sale_line" mode="tree">
<form string="Products">
<div class="oe_title">
<h1>
<field name="product_id"/>
</h1>
</div>
<group>
<field name="qty"/>
<field name="qty_delivered"/>
<field name="qty_onhand"/>
<field name="qty_available"/>
</group>
<field name="bom_line_ids" mode="tree" attrs="{'invisible': [('bom_line_ids', '=', [])]}">
<tree string="Components">
<field name="product_id"/>
<field name="product_qty"/>
<field name="qty_creatable"/>
</tree>
</field>
</form>
<tree string="Products On Display" editable="bottom">
<!-- decoration-danger="qty-qty_forcast < qty_forcast*2 and not qty_available+qty_delivered >= qty"
decoration-success="qty_available+qty_delivered >= qty" -->
<field name="product_id"/>
<field name="qty"/>
<field name="qty_delivered"/>
<field name="qty_available"/>
</tree>
</field>
</page>
<page string="Sale Orders">
<field name="sale_order" mode="calendar,tree">
<tree string="Delivery Orders">
<field name="date_order"/>
<field name="confirmation_date" widget="date"/>
<field name="state">
<t t-if="sale_order.state == 'Sales Order'">
<attribute name="string">Delivered</attribute>
</t>
</field>
</tree>
<!--calendar date_start="confirmation_date" string="Deliveries">
<field name="name"/>
</calendar-->
<field name="inherit_id" ref="sale.view_order_form_view"/>
<field name="type">form</field>
</field>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<!--record id="view_sale_order_calendar" model="ir.ui.view">
<field name="name">sale.order.calendar</field>
<field name="model">sale.order</field>
<field name="arch" type="xml">
<field name="sale_order" mode="calendar,tree">
<tree string="Delivery Orders">
<field name="date_order"/>
<field name="confirmation_date" widget="date"/>
<field name="state">
<t t-if="sale_order.state == 'Sales Order'">
<attribute name="string">Delivered</attribute>
</t>
</field>
</tree>
</field>
</field>
</record-->
<record model="ir.actions.act_window" id="sale_order_calendar_action">
<field name="name">Sale Order Calendar</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">calendar,form,tree</field>
<field name="type">ir.actions.act_window</field>
<field name="view_id" ref="sale.view_sale_order_calendar"/>
</record>
<record id="bom_line_search_view" model="ir.ui.view">
<field name="name">mrp.bom.line.search.view</field>
<field name="model">mrp.bom.line</field>
<field name="arch" type="xml">
<search string="Bom Lines">
<group expand="1" string="Group by...">
<filter name="group_by_bom" string="BOM" domain="[]" icon="terp_project" context="{'group_by': 'bom_id'}"/>
</group>
<field name="product_id"/>
</search>
</field>
</record>
<record model="ir.ui.view" id="project_view_tree">
<field name="name">sale.pso.tree</field>
<field name="model">sale.pso</field>
<field name="arch" type="xml">
<tree string="Projects">
<field name="name"/>
<field name="customer_id"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="project_view_search">
<field name="name">sale.pso.search</field>
<field name="model">sale.pso</field>
<field name="arch" type="xml">
<search string="Projects">
<field name="name"/>
<field name="customer_id"/>
</search>
</field>
</record>
<record model="ir.actions.act_window" id="project_action">
<field name="name">Projects</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.pso</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem name="Projects"
id="project_menu"
sequence="4"
parent="crm.crm_menu_root"
groups="base.group_user"
action="project_action"/>
<record model="ir.ui.view" id="product_normal_form_view">
<field name="name">Quantity available(form)</field>
<field name="model">product.product</field>
<field name="inherit_id" ref="stock.product_form_view_procurement_button" />
<field name="arch" type="xml">
<xpath expr="//button[@name='%(stock.action_stock_level_forecast_report_product)d']"
position="after">
<button type="action" name="%(stock.product_open_quants)d"
attrs="{'invisible':[('type', 'not in', ['product','consu'])]}"
class="oe_stat_button" icon="fa-building-o">
<div class="o_form_field o_stat_info">
<field name="qty_creatable"
widget="statinfo" nolabel="1" />
<span class="o_stat_text">Available</span>
</div>
</button>
</xpath>
</field>
</record>
<record model="ir.ui.view" id="view_product_available_tree">
<field name="name">Quantity Available(tree)</field>
<field name="model">product.product</field>
<field name="inherit_id" ref="product.product_product_tree_view"/>
<field name="arch" type="xml">
<field name="qty_available" position="after">
<field name="qty_creatable" />
</field>
</field>
</record>
<record model="ir.ui.view" id="view_product_available_kanban">
<field name="name">Quantity Available(kanban)</field>
<field name="model">product.product</field>
<field name="inherit_id" ref="product.product_kanban_view"/>
<field name="arch" type="xml">
<ul position="inside">
<li>On Hand: <field name="qty_available"/></li>
<li>Available: <field name="qty_creatable"/> <field name="uom_id"/></li>
</ul>
</field>
</record>
<record model="ir.ui.view" id="view_stock_available_form">
<field name="name">Quantity Available (form)</field>
<field name="model">product.template</field>
<field name="inherit_id" ref="stock.product_template_form_view_procurement_button" />
<field name="arch" type="xml">
<xpath expr="//button[@name='%(stock.action_stock_level_forecast_report_template)d']"
position="after">
<button type="object" name="action_open_quants"
attrs="{'invisible':[('type', 'not in', ['product','consu'])]}"
class="oe_stat_button" icon="fa-building-o">
<div class="o_form_field o_stat_info">
<field name="qty_creatable"
widget="statinfo" nolabel="1" />
<span class="o_stat_text">Available</span>
</div>
</button><!--product_tmpl_id-->
</xpath>
</field>
</record>
<record model="ir.ui.view" id="open_parent_product">
<field name="name">Parent Product (form)</field>
<field name="model">product.product</field>
<field name="inherit_id" ref="product.product_normal_form_view" />
<field name="arch" type="xml">
<xpath expr="//field[@name='type']"
position="after">
<field name="product_tmpl_id" required="False" attrs="{'invisible': [('id', '=', False)]}"/>
</xpath>
</field>
</record>
<record model="ir.ui.view" id="view_stock_available_tree">
<field name="name">Quantity Available(tree)</field>
<field name="model">product.template</field>
<field name="inherit_id" ref="stock.view_stock_product_template_tree"/>
<field name="arch" type="xml">
<field name="virtual_available" position="after">
<field name="qty_creatable" />
</field>
</field>
</record>
<record model="ir.ui.view" id="view_stock_available_kanban">
<field name="name">Quantity Available(kanban)</field>
<field name="model">product.template</field>
<field name="inherit_id" ref="stock.product_template_kanban_stock_view"/>
<field name="arch" type="xml">
<ul position="inside">
<li t-if="record.type.raw_value == 'product'">Available: <field name="qty_creatable"/> <field name="uom_id"/></li>
</ul>
</field>
</record>
<record model="ir.ui.view" id="stock_picking_tracking_form">
<field name="name">tracking number</field>
<field name="model">stock.picking</field>
<field name="inherit_id" ref="stock.view_picking_form" />
<field name="arch" type="xml">
<xpath expr="//field[@name='backorder_id']"
position="after">
<field name="tracking_number"/>
<field name="shipment_carrier"/>
<field name="tracking_url" widget="url"/>
</xpath>
<!--<xpath expr="//button[@name='567']" position="after">
<button type="object"
</xpath>-->
</field>
</record>
<data>
<template id="product.report_simple_label">
<xpath expr="//div[@class='page']" position="replace">
<div class="col-xs-4" style="padding:10;">
<table style="border-spacing:0;margin-bottom:0;height:2.6in;width:4.5in;" class="table" align="CENTER">
<thead>
<tr style="width: 4.5in;">
<td style="border: 2px solid black;width: 2.63in;" colspan="2" class="col-xs-8">
<t t-if="product.default_code">
[<strong t-field="product.default_code"/>]
</t>
<strong t-field="product.name"/>
</td>
</tr>
</thead>
<tbody>
<tr style="width: 4.5in;">
<td style="border: 2px solid black;text-align: center; vertical-align: middle;" class="col-xs-5">
<img t-if="product.barcode and len(product.barcode) == 13" t-att-src="'/report/barcode/?type=%s&value=%s&width=%s&height=%s' % ('EAN13', product.barcode, 600, 150)" style="width:100%;height:50%;"/>
<img t-elif="product.barcode and len(product.barcode) == 8" t-att-src="'/report/barcode/?type=%s&value=%s&width=%s&height=%s' % ('EAN8', product.barcode, 600, 150)" style="width:100%;height:50%;"/>
<img t-else="" t-att-src="'/report/barcode/?type=%s&value=%s&width=%s&height=%s' % ('Code128', product.barcode, 600, 150)" style="width:100%;height:50%;"/>
<span t-field="product.barcode"/>
</td>
</tr>
</tbody>
</table>
</div>
</xpath>
</template>
<record id="sequence_id" model="ir.sequence">
<field name="name">barcode</field>
<field name="code">product.product.barcode_sequence</field>
<field name="padding">11</field>
<field name="prefix">2</field>
<field eval="1" name="number_increment"/>
</record>
</data>
</odoo>
Quickbooks Desktop Sale Order Connector for Odoo
# To change this license header, choose License Headers in Project Properties.
# To change this template file, choose Tools | Templates
# and open the template in the editor.
from xmlrpc import client
import win32com.client
import datetime
import time
dbname = 'database_name'
username = 'database_username'
pwd = 'username_pswd'
#Odoo---------------------------------------------------------------------
class SaleOrder():
customer = ''
sale_code = ''
invoice_address = ''
delivery_address = ''
sale_lines = []
def __init__(self, customer, sale_code, invoice_address, delivery_address, sale_lines):
self.customer = customer
self.invoice_address = invoice_address
self.delivery_address = delivery_address
self.sale_lines = sale_lines
self.sale_code = sale_code
class SaleLine():
product_name = ''
product_code = ''
product_qty = 0
def __init__(self, product_name, product_qty, product_code):
self.product_name = product_name
self.product_qty = product_qty
self.product_code = product_code
def CreateSaleOrderOdoo(sale_order):
sock_common = client.ServerProxy ('database_address/xmlrpc/common')
sock = client.ServerProxy('database_address/xmlrpc/object')
uid = sock_common.login(dbname, username, pwd)
#Search Odoo for customer name
customer_id = sock.execute_kw(dbname, uid, pwd, 'res.partner', 'search', [[['name', '=', sale_order.customer]]])
#Create sales order for customer
if len(customer_id) == 0:
customer_id = sock.execute_kw(dbname, uid, pwd, 'res.partner', 'create', [{'name': sale_order.customer}])
sale_order_id = sock.execute(dbname, uid, pwd, 'sale.order', 'create', {'partner_id': customer_id, 'pricelist_id':1, 'name': sale_order.sale_code})
else:
sale_order_id = sock.execute(dbname, uid, pwd, 'sale.order', 'create', {'partner_id': customer_id[0], 'pricelist_id':1, 'name': sale_order.sale_code})
#Search for each product and add it to the sales order
for var in sale_order.sale_lines:
product_id = sock.execute_kw(dbname, uid, pwd, 'product.product', 'search', [[['name', '=', var.product_name]]])
product_code = sock.execute_kw(dbname, uid, pwd, 'product.product', 'search', [[['default_code', '=', var.product_code]]])
if len(product_code) != 0:
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id, 'product_id': product_code[0], 'product_uom_qty': var.product_qty})
elif len(product_id) != 0:
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id, 'product_id': product_id[0], 'product_uom_qty': var.product_qty})
else:
product_id = sock.execute(dbname, uid, pwd, 'product.product', 'create', {'name': var.product_name, 'default_code': var.product_code})
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id, 'product_id': product_id, 'product_uom_qty': var.product_qty})
print('Sale Order Created Successfully...!')
def CheckForSaleOrderOdoo(sale_order):
sock_common = client.ServerProxy ('database_address/xmlrpc/common')
sock = client.ServerProxy('database_address/xmlrpc/object')
uid = sock_common.login(dbname, username, pwd)
sale_order_id = sock.execute_kw(dbname, uid, pwd, 'sale.order', 'search', [[['name', '=', sale_order.RefNumber.getvalue()]]])
if len(sale_order_id) == 0:
return False
else:
print("Sales Order Already Exists In Odoo, Updating...")
sale_order = ParseQB(sale_order)
odoo_sale_lines = sock.execute_kw(dbname, uid, pwd, 'sale.order.line', 'search', [[['order_id', '=', sale_order_id[0]]]])
while len(sale_order.sale_lines) > 0:
updated = False
line = sale_order.sale_lines.pop(0)
for var in odoo_sale_lines:
name = sock.execute_kw(dbname, uid, pwd, 'sale.order.line', 'read', [var])
if name[0]['name'] == line.product_name:
sock.execute_kw(dbname, uid, pwd, 'sale.order.line', 'write', [[var], {'product_uom_qty': line.product_qty}])
odoo_sale_lines.remove(var)
updated = True
break
if not updated:
product_id = sock.execute_kw(dbname, uid, pwd, 'product.product', 'search', [[['name', '=', line.product_name]]])
product_code = sock.execute_kw(dbname, uid, pwd, 'product.product', 'search', [[['default_code', '=', line.product_code]]])
if len(product_code) != 0:
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id[0], 'product_id': product_code[0], 'product_uom_qty': line.product_qty})
elif len(product_id) != 0:
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id[0], 'product_id': product_id[0], 'product_uom_qty': line.product_qty})
else:
product_id = sock.execute(dbname, uid, pwd, 'product.product', 'create', {'name': var.product_name, 'default_code': var.product_code})
sock.execute(dbname, uid, pwd, 'sale.order.line', 'create', {'order_id': sale_order_id[0], 'product_id': product_id, 'product_uom_qty': line.product_qty})
if len(odoo_sale_lines) > 0:
for var in odoo_sale_lines:
sock.execute_kw(dbname, uid, pwd, 'sale.order.line', 'unlink', [var])
return True
#End of Odoo--------------------------------------------------------------------
#Quickbooks---------------------------------------------------------------------
def CheckForSO(oldDateTime):
# Open a QB Session
sessionManager = win32com.client.Dispatch("QBFC10.QBSessionManager")
sessionManager.OpenConnection('', 'Odoo Connector')
sessionManager.BeginSession("", 2)
# Send query and receive response
query = sessionManager.CreateMsgSetRequest("US", 6, 0)
messageQuery = query.AppendSalesOrderQueryRq()
messageQuery.IncludeLineItems.SetValue(True)
messageQuery.ORTxnNoAccountQuery.TxnFilterNoAccount.ORDateRangeFilter.ModifiedDateRangeFilter.FromModifiedDate.SetValue(oldDateTime, False)
responseMsgSet = sessionManager.DoRequests(query)
response = responseMsgSet.ResponseList.GetAt(0)
# Disconnect from Quickbooks
sessionManager.EndSession()
sessionManager.CloseConnection()
return response
#Parse QB Response Data---------------------------------------------------------
def ParseQB(sale_order):
lineList = []
lineListImport = sale_order.ORSalesOrderLineRetList
for x in range(0, lineListImport.Count):
saleLine = lineListImport.GetAt(x)
if (saleLine.SalesOrderLineRet.Desc != None and saleLine.SalesOrderLineRet.Quantity != None):
lineList.append(SaleLine(saleLine.SalesOrderLineRet.Desc.GetValue(), saleLine.SalesOrderLineRet.Quantity.GetValue(), saleLine.SalesOrderLineRet.ItemRef.FullName.GetValue()))
print(sale_order.TimeModified.GetValue())
return SaleOrder(sale_order.CustomerRef.FullName.GetValue(), sale_order.RefNumber.GetValue(), '', '', lineList)
def ProcessSaleOrders(oldDateTime):
response = CheckForSO(oldDateTime)
saleOrders = []
if response.Detail != None:
for x in range(0, len(response.Detail)):
if response.Detail.GetAt(x).ShipMethodRef.FullName.GetValue() == 'Pick':
if not CheckForSaleOrderOdoo(response.Detail.GetAt(x)):
saleOrders.append(ParseQB(response.Detail.GetAt(x)))
for x in saleOrders:
CreateSaleOrderOdoo(x)
#Runtime-----------------------------------------------------------------------------------------
while True:
print("Checking Sales Orders")
try:
dateTime = datetime.datetime.now() - datetime.timedelta(hours=4, minutes=5)
ProcessSaleOrders(dateTime)
except Exception as e: print(e)
print("Done")
time.sleep(300)
Project Overview Page
Item Information Page
Project Sale Order Page
Sales Order Information from Project Page
