{ "feature": "quotation-order-management", "version": "1.0.0", "description": "Sales quotation-to-order lifecycle including quote creation, PDF generation, portal sharing, digital signature, prepayment, order confirmation, and invoicing.\n", "category": "workflow", "tags": [ "sales", "quotation", "order-management", "invoicing", "pdf-builder" ], "actors": [ { "id": "salesperson", "name": "Salesperson", "type": "human", "description": "Creates quotes, negotiates with customer, confirms orders" }, { "id": "customer", "name": "Customer", "type": "human", "description": "Reviews quotes, signs, pays, and receives goods/services" }, { "id": "sales_manager", "name": "Sales Manager", "type": "human", "description": "Reviews pipeline, manages team targets, handles overrides" }, { "id": "system", "name": "System", "type": "system", "description": "Computes prices, generates PDFs, sends emails, tracks expiry" } ], "fields": [ { "name": "order_state", "type": "select", "label": "Order State", "required": true, "options": [ { "value": "draft", "label": "Draft" }, { "value": "sent", "label": "Sent" }, { "value": "sale", "label": "Sale" }, { "value": "cancel", "label": "Cancel" } ] }, { "name": "partner_id", "type": "text", "label": "Customer", "required": true }, { "name": "order_lines", "type": "json", "label": "Order Lines", "required": true }, { "name": "amount_untaxed", "type": "number", "label": "Untaxed Amount", "required": true }, { "name": "amount_tax", "type": "number", "label": "Tax Amount", "required": true }, { "name": "amount_total", "type": "number", "label": "Total Amount", "required": true }, { "name": "validity_date", "type": "date", "label": "Expiration Date", "required": false }, { "name": "date_order", "type": "datetime", "label": "Order Date", "required": true }, { "name": "commitment_date", "type": "datetime", "label": "Delivery Date", "required": false }, { "name": "pricelist_id", "type": "text", "label": "Pricelist", "required": false }, { "name": "payment_term_id", "type": "text", "label": "Payment Terms", "required": false }, { "name": "invoice_status", "type": "select", "label": "Invoice Status", "required": false, "options": [ { "value": "upselling", "label": "Upselling" }, { "value": "invoiced", "label": "Invoiced" }, { "value": "to_invoice", "label": "To Invoice" }, { "value": "no", "label": "No" } ] }, { "name": "require_signature", "type": "boolean", "label": "Require Signature", "required": false }, { "name": "require_payment", "type": "boolean", "label": "Require Prepayment", "required": false }, { "name": "prepayment_percent", "type": "number", "label": "Prepayment Percentage", "required": false, "validation": [ { "type": "min", "value": 0, "message": "Prepayment percentage cannot be negative" }, { "type": "max", "value": 100, "message": "Prepayment percentage cannot exceed 100%" } ] }, { "name": "signed_by", "type": "text", "label": "Signed By", "required": false }, { "name": "signed_on", "type": "datetime", "label": "Signed On", "required": false }, { "name": "is_locked", "type": "boolean", "label": "Locked", "required": false }, { "name": "product_id", "type": "text", "label": "Product", "required": true }, { "name": "product_uom_qty", "type": "number", "label": "Quantity", "required": true }, { "name": "price_unit", "type": "number", "label": "Unit Price", "required": true }, { "name": "discount", "type": "number", "label": "Discount %", "required": false }, { "name": "display_type", "type": "select", "label": "Line Type", "required": false, "options": [ { "value": "line_section", "label": "Section" }, { "value": "line_subsection", "label": "Subsection" }, { "value": "line_note", "label": "Note" } ] }, { "name": "is_downpayment", "type": "boolean", "label": "Is Down Payment", "required": false } ], "states": { "field": "order_state", "values": [ { "name": "draft", "description": "Quotation being prepared, fully editable", "initial": true }, { "name": "sent", "description": "Quotation sent to customer via email or portal link" }, { "name": "sale", "description": "Confirmed sales order, locked for editing" }, { "name": "cancel", "description": "Quotation or order has been cancelled", "terminal": true } ], "transitions": [ { "from": "draft", "to": "sent", "actor": "salesperson", "description": "Quotation emailed to customer or marked as sent" }, { "from": [ "draft", "sent" ], "to": "sale", "actor": "salesperson", "description": "Order confirmed after customer approval/signature/payment", "condition": "All product lines must have a valid product and unit of measure. If prepayment is required, payment must be received.\n" }, { "from": [ "draft", "sent", "sale" ], "to": "cancel", "actor": "salesperson", "description": "Order cancelled (only if not locked)", "condition": "Order must not be locked" }, { "from": "cancel", "to": "draft", "actor": "salesperson", "description": "Cancelled order reset to draft for rework" } ] }, "rules": { "confirmation_requires_valid_lines": { "description": "Each product line must have a product and unit of measure assigned. Section, subsection, note, and downpayment lines are exempt.\n" }, "prepayment_percent_range": { "description": "Prepayment percentage must be between 0% and 100% when prepayment is required" }, "locked_order_immutable": { "description": "A locked order cannot be cancelled or modified until unlocked by a manager" }, "confirmed_lines_not_deletable": { "description": "Lines on a confirmed order cannot be deleted, except for uninvoiced downpayment lines and display-only lines (sections, notes).\n" }, "analytic_distribution_required": { "description": "Analytic distribution must be valid on all lines before order confirmation" }, "draft_revert_clears_signature": { "description": "Reverting to draft clears the customer's digital signature" }, "auto_lock_on_confirm": { "description": "Orders are automatically locked after confirmation to prevent accidental edits" }, "pricelist_drives_pricing": { "description": "Line prices are computed from the assigned pricelist rules at order creation" } }, "outcomes": { "quotation_sent": { "priority": 1, "given": [ "salesperson creates a quotation with customer and product lines", "salesperson sends the quotation via email" ], "then": [ { "action": "transition_state", "field": "order_state", "from": "draft", "to": "sent" }, { "action": "emit_event", "event": "sale.quotation.sent", "payload": [ "order_id", "partner_id", "amount_total" ] } ], "result": "Customer receives quotation via email with portal link" }, "order_confirmed": { "priority": 2, "given": [ "quotation is in draft or sent state", "all product lines are valid", "customer has signed (if signature required)", "prepayment received (if prepayment required)" ], "then": [ { "action": "transition_state", "field": "order_state", "from": "sent", "to": "sale" }, { "action": "set_field", "target": "date_order", "description": "Confirmation timestamp set to current time" }, { "action": "set_field", "target": "is_locked", "value": true }, { "action": "emit_event", "event": "sale.order.confirmed", "payload": [ "order_id", "partner_id", "amount_total" ] } ], "result": "Order confirmed, locked, and ready for fulfillment" }, "order_cancelled": { "priority": 3, "given": [ "order is not locked", "salesperson cancels the order" ], "then": [ { "action": "transition_state", "field": "order_state", "to": "cancel" }, { "action": "call_service", "target": "invoice_service", "description": "Cancel all linked draft invoices" }, { "action": "emit_event", "event": "sale.order.cancelled", "payload": [ "order_id" ] } ], "result": "Order cancelled, related draft invoices voided" }, "order_reset_to_draft": { "priority": 4, "given": [ "order is in cancelled or sent state", "salesperson resets to draft" ], "then": [ { "action": "transition_state", "field": "order_state", "to": "draft" }, { "action": "set_field", "target": "signed_by", "value": null }, { "action": "set_field", "target": "signed_on", "value": null } ], "result": "Order is editable again, previous signature cleared" }, "cancel_blocked_locked": { "priority": 1, "error": "SALE_ORDER_LOCKED", "given": [ "salesperson attempts to cancel a locked order" ], "then": [ { "action": "notify", "channel": "ui", "description": "Inform that order must be unlocked first" } ], "result": "Cancellation prevented until manager unlocks the order" }, "confirmation_invalid_lines": { "priority": 1, "error": "SALE_INVALID_LINES", "given": [ "salesperson attempts to confirm order", "one or more product lines missing product or unit of measure" ], "then": [ { "action": "notify", "channel": "ui", "description": "Highlight lines with missing data" } ], "result": "Confirmation blocked until all lines are valid" } }, "errors": [ { "code": "SALE_ORDER_LOCKED", "message": "This order is locked and cannot be modified. Ask a manager to unlock it.", "status": 403 }, { "code": "SALE_INVALID_LINES", "message": "Some order lines are incomplete. Ensure all product lines have a product and unit assigned.", "status": 400 }, { "code": "SALE_CONFIRMATION_DATE_REQUIRED", "message": "A confirmed order requires a confirmation date.", "status": 400 }, { "code": "SALE_LINE_DELETE_CONFIRMED", "message": "Cannot delete lines from a confirmed order.", "status": 403 } ], "events": [ { "name": "sale.quotation.sent", "description": "Quotation emailed to customer", "payload": [ "order_id", "partner_id", "amount_total" ] }, { "name": "sale.order.confirmed", "description": "Quotation confirmed as a sales order", "payload": [ "order_id", "partner_id", "amount_total" ] }, { "name": "sale.order.cancelled", "description": "Order cancelled by salesperson", "payload": [ "order_id" ] }, { "name": "sale.order.locked", "description": "Order locked to prevent modifications", "payload": [ "order_id" ] }, { "name": "sale.order.unlocked", "description": "Order unlocked by manager for editing", "payload": [ "order_id" ] } ], "related": [ { "feature": "loyalty-coupons", "type": "optional", "reason": "Loyalty rewards and coupon codes applied to sales orders" }, { "feature": "product-configurator", "type": "optional", "reason": "Configurable products selected via attribute picker on order lines" }, { "feature": "invoicing-payments", "type": "required", "reason": "Confirmed orders generate invoices for payment collection" }, { "feature": "tax-engine", "type": "required", "reason": "Tax computation on every order line" } ], "agi": { "goals": [ { "id": "reliable_quotation_order_management", "description": "Sales quotation-to-order lifecycle including quote creation, PDF generation, portal sharing, digital signature, prepayment, order confirmation, and invoicing.\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": "quotation_sent", "permission": "autonomous" }, { "action": "order_confirmed", "permission": "autonomous" }, { "action": "order_cancelled", "permission": "supervised" }, { "action": "order_reset_to_draft", "permission": "autonomous" }, { "action": "cancel_blocked_locked", "permission": "human_required" }, { "action": "confirmation_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" }, { "capability": "tax_engine", "from": "tax-engine", "fallback": "degrade" } ] } }, "extensions": { "source": { "repo": "https://github.com/odoo/odoo.git", "project": "Odoo", "tech_stack": "Python + JavaScript/OWL", "files_traced": 35, "entry_points": [ "addons/sale/models/sale_order.py", "addons/sale/models/sale_order_line.py", "addons/sale_management/models/sale_order.py", "addons/sale_pdf_quote_builder/models/sale_order.py" ] } } }