{ "feature": "purchase-agreements", "version": "1.0.0", "description": "Purchase agreement management supporting blanket orders and calls for tender with vendor selection, purchase order generation, and supplier catalog synchronization.\n", "category": "workflow", "tags": [ "procurement", "blanket-order", "call-for-tender", "vendor-management", "purchasing" ], "actors": [ { "id": "procurement_officer", "name": "Procurement Officer", "type": "human", "description": "Creates agreements, evaluates tenders, selects vendors" }, { "id": "vendor", "name": "Vendor", "type": "human", "description": "Submits bids for tenders and fulfills blanket order requests" }, { "id": "system", "name": "Procurement System", "type": "system", "description": "Generates POs from agreements, syncs supplier catalog" } ], "fields": [ { "name": "agreement_type", "type": "select", "label": "Agreement Type", "required": true, "options": [ { "value": "blanket_order", "label": "Blanket Order" }, { "value": "purchase_template", "label": "Purchase Template" } ] }, { "name": "agreement_name", "type": "text", "label": "Agreement Reference", "required": true }, { "name": "agreement_state", "type": "select", "label": "State", "required": true, "options": [ { "value": "draft", "label": "Draft" }, { "value": "confirmed", "label": "Confirmed" }, { "value": "done", "label": "Done" }, { "value": "cancel", "label": "Cancel" } ] }, { "name": "vendor_id", "type": "text", "label": "Vendor", "required": false }, { "name": "currency_id", "type": "text", "label": "Currency", "required": true }, { "name": "date_start", "type": "date", "label": "Start Date", "required": false }, { "name": "date_end", "type": "date", "label": "End Date", "required": false }, { "name": "agreement_lines", "type": "json", "label": "Agreement Lines", "required": true }, { "name": "line_product_id", "type": "text", "label": "Product", "required": true }, { "name": "line_quantity", "type": "number", "label": "Agreed Quantity", "required": true }, { "name": "line_price_unit", "type": "number", "label": "Agreed Price", "required": true }, { "name": "quantity_ordered", "type": "number", "label": "Quantity Ordered", "required": false }, { "name": "purchase_order_count", "type": "number", "label": "Generated POs", "required": false }, { "name": "representative_id", "type": "text", "label": "Purchase Representative", "required": false } ], "states": { "field": "agreement_state", "values": [ { "name": "draft", "description": "Agreement being prepared, fully editable", "initial": true }, { "name": "confirmed", "description": "Agreement active, POs can be generated from it" }, { "name": "done", "description": "Agreement closed, no more POs", "terminal": true }, { "name": "cancel", "description": "Agreement cancelled", "terminal": true } ], "transitions": [ { "from": "draft", "to": "confirmed", "actor": "procurement_officer", "description": "Agreement activated after vendor and terms are set", "condition": "Must have at least one line. For blanket orders, all lines must have price > 0 and quantity > 0.\n" }, { "from": "confirmed", "to": "done", "actor": "procurement_officer", "description": "Agreement closed after fulfillment", "condition": "All generated purchase orders must be in a final state (not draft, sent, or awaiting approval).\n" }, { "from": [ "draft", "confirmed" ], "to": "cancel", "actor": "procurement_officer", "description": "Agreement cancelled, all linked draft POs cancelled" }, { "from": "cancel", "to": "draft", "actor": "procurement_officer", "description": "Reset cancelled agreement to draft" } ] }, "rules": { "blanket_order_requires_positive_prices": { "description": "When confirming a blanket order, every line must have a unit price greater than zero and a quantity greater than zero.\n" }, "end_date_after_start": { "description": "End date must be on or after start date when both are set" }, "cannot_close_with_pending_pos": { "description": "An agreement cannot be closed (done) while there are purchase orders in draft, sent, or awaiting-approval states linked to it.\n" }, "supplier_catalog_sync_on_confirm": { "description": "Confirming a blanket order creates supplier catalog entries linking the vendor to each product at the agreed price.\n" }, "supplier_catalog_cleanup_on_close": { "description": "Closing or cancelling an agreement removes the supplier catalog entries it created, restoring previous vendor pricing.\n" }, "type_immutable_after_draft": { "description": "Agreement type and company cannot be changed after leaving draft state. Changing in draft regenerates the reference number.\n" }, "delete_only_draft_or_cancel": { "description": "Agreements can only be deleted in draft or cancelled state" }, "vendor_duplicate_warning": { "description": "When selecting a vendor for a blanket order, the system warns if an active blanket order already exists for that vendor (suggests completing the existing one first).\n" } }, "outcomes": { "agreement_confirmed": { "priority": 1, "given": [ "procurement officer sets vendor and agreement lines", "all lines have valid products, quantities, and prices" ], "then": [ { "action": "transition_state", "field": "agreement_state", "from": "draft", "to": "confirmed" }, { "action": "create_record", "type": "supplier_catalog_entry", "target": "supplier_catalog_entries", "description": "Vendor-product-price links created in supplier catalog" }, { "action": "emit_event", "event": "purchase.agreement.confirmed", "payload": [ "agreement_id", "vendor_id", "line_count" ] } ], "result": "Agreement active, vendor pricing synchronized, POs can be generated" }, "purchase_order_generated": { "priority": 2, "given": [ "agreement is in confirmed state", "procurement officer creates a purchase order from the agreement" ], "then": [ { "action": "create_record", "type": "purchase_order", "target": "purchase_order", "description": "New PO created with products and prices from agreement lines" }, { "action": "set_field", "target": "quantity_ordered", "description": "Ordered quantity updated based on confirmed POs" }, { "action": "emit_event", "event": "purchase.agreement.po_generated", "payload": [ "agreement_id", "purchase_order_id", "vendor_id" ] } ], "result": "Purchase order created with pre-negotiated terms" }, "agreement_closed": { "priority": 3, "given": [ "all generated POs are in final state", "procurement officer closes the agreement" ], "then": [ { "action": "transition_state", "field": "agreement_state", "from": "confirmed", "to": "done" }, { "action": "delete_record", "type": "supplier_catalog_entry", "target": "supplier_catalog_entries", "description": "Agreement-specific supplier catalog entries cleaned up" }, { "action": "emit_event", "event": "purchase.agreement.closed", "payload": [ "agreement_id", "total_ordered" ] } ], "result": "Agreement closed, vendor catalog restored to prior state" }, "agreement_cancelled": { "priority": 4, "given": [ "procurement officer cancels the agreement" ], "then": [ { "action": "transition_state", "field": "agreement_state", "to": "cancel" }, { "action": "call_service", "target": "purchase_order_service", "description": "All linked draft purchase orders also cancelled" }, { "action": "delete_record", "type": "supplier_catalog_entry", "target": "supplier_catalog_entries", "description": "Supplier catalog entries removed" }, { "action": "emit_event", "event": "purchase.agreement.cancelled", "payload": [ "agreement_id" ] } ], "result": "Agreement and linked draft POs cancelled" }, "close_blocked_pending_pos": { "priority": 1, "error": "AGREEMENT_PENDING_POS", "given": [ "procurement officer attempts to close the agreement", "one or more linked POs are still in draft/sent/approval state" ], "then": [ { "action": "notify", "channel": "ui", "description": "Show list of pending POs that must be finalized" } ], "result": "Agreement cannot be closed until all POs are final" }, "confirm_invalid_lines": { "priority": 2, "error": "AGREEMENT_INVALID_LINES", "given": [ "blanket order has lines with zero price or zero quantity" ], "then": [ { "action": "notify", "channel": "ui", "description": "Highlight lines with invalid pricing" } ], "result": "Confirmation blocked until all lines have valid prices and quantities" } }, "errors": [ { "code": "AGREEMENT_PENDING_POS", "message": "Cannot close agreement while purchase orders are pending. Finalize or cancel them first.", "status": 400 }, { "code": "AGREEMENT_INVALID_LINES", "message": "All agreement lines must have a positive price and quantity.", "status": 400 }, { "code": "AGREEMENT_END_BEFORE_START", "message": "Agreement end date must be on or after the start date.", "status": 400 }, { "code": "AGREEMENT_DELETE_NOT_DRAFT", "message": "Only draft or cancelled agreements can be deleted.", "status": 403 } ], "events": [ { "name": "purchase.agreement.confirmed", "description": "Agreement activated and vendor pricing synchronized", "payload": [ "agreement_id", "vendor_id", "line_count" ] }, { "name": "purchase.agreement.po_generated", "description": "Purchase order generated from an agreement", "payload": [ "agreement_id", "purchase_order_id", "vendor_id" ] }, { "name": "purchase.agreement.closed", "description": "Agreement closed after fulfillment", "payload": [ "agreement_id", "total_ordered" ] }, { "name": "purchase.agreement.cancelled", "description": "Agreement cancelled", "payload": [ "agreement_id" ] } ], "related": [ { "feature": "invoicing-payments", "type": "required", "reason": "Generated POs lead to vendor bills in accounting" }, { "feature": "automation-rules", "type": "optional", "reason": "Automate PO generation when stock falls below reorder point" } ], "agi": { "goals": [ { "id": "reliable_purchase_agreements", "description": "Purchase agreement management supporting blanket orders and calls for tender with vendor selection, purchase order generation, and supplier catalog synchronization.\n", "success_metrics": [ { "metric": "processing_time", "target": "< 5s", "measurement": "Time from request to completion" }, { "metric": "success_rate", "target": ">= 99%", "measurement": "Successful operations divided by total attempts" } ], "constraints": [ { "type": "performance", "description": "Must not block dependent workflows", "negotiable": true } ] } ], "autonomy": { "level": "semi_autonomous", "human_checkpoints": [ "before transitioning to a terminal state" ], "escalation_triggers": [ "error_rate > 5" ] }, "safety": { "action_permissions": [ { "action": "agreement_confirmed", "permission": "autonomous" }, { "action": "purchase_order_generated", "permission": "autonomous" }, { "action": "agreement_closed", "permission": "autonomous" }, { "action": "agreement_cancelled", "permission": "supervised" }, { "action": "close_blocked_pending_pos", "permission": "human_required" }, { "action": "confirm_invalid_lines", "permission": "autonomous" } ] }, "tradeoffs": [ { "prefer": "reliability", "over": "speed", "reason": "workflow steps must complete correctly before proceeding" } ], "coordination": { "protocol": "orchestrated", "consumes": [ { "capability": "invoicing_payments", "from": "invoicing-payments", "fallback": "degrade" } ] } }, "extensions": { "source": { "repo": "https://github.com/odoo/odoo.git", "project": "Odoo", "tech_stack": "Python + JavaScript/OWL", "files_traced": 10, "entry_points": [ "addons/purchase_requisition/models/purchase_requisition.py", "addons/purchase_requisition/models/purchase_requisition_line.py" ] } } }