Sale Orders Terms and conditions Templates

sale_order_note_template
REPOSITORY
REPOSITORYOCA/sale-workflow
GIT
GIThttps://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/sale-workflow/tree/18.0/sale_order_note_template
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYSales/Sales
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Pierre Verkest
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Pierre Verkest
COMMITTERS
COMMITTERSWeblate, oca-ci, IsabelAForgeFlow
WEBSITE
WEBSITEhttps://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:11
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module add sale terms and conditions templates and change existing
terms and conditions (sale_order.note) field type from Text to Html.

Users will be able to select *terms and conditions template* to fulfill
*terms and conditions* likes in mail composer users can configure their
template using jinja2.

## How this module differ from [sale_comment_template](https://github.com/OCA/sale-reporting/tree/14.0/sale_comment_template)?

- [base_comment_template](https://github.com/OCA/reporting-engine/tree/14.0/base_comment_template)
  is for managing comments not terms, it would probably see as mess for
  users to mixed terms and comments.
- [sale_comment_template](https://github.com/OCA/sale-reporting/tree/14.0/sale_comment_template)
  depends on
  [account_comment_template](https://github.com/OCA/account-invoice-reporting/tree/14.0/account_comment_template)
  comments are forwards to generated invoices, here we don't really
  display sales terms on final invoices
- [base_comment_template](https://github.com/OCA/reporting-engine/tree/14.0/base_comment_template)
  at the time writing do not support template engine

Code Analysis

Views touched (4)
XML IDNameModelTypeStatus
view_order_form_terms_template sale_order_note_templatesale.order.form sale.order xpath Inherits sale.view_order_form
view_sale_terms_template_form sale.terms_template.form sale.terms_template form New
view_sale_terms_template_search sale.terms_template.search sale.terms_template search New
view_sale_terms_template_tree sale.terms_template.list sale.terms_template list New
Models touched (2)

New fields (2)
  • note Html
  • terms_template_id Many2one → sale.terms_template
    string='Terms and conditions template' args: 'sale.terms_template'
Public methods (0)

No public methods.

New fields (3)
  • active Boolean
    default=True
  • name Char
    required=True
  • text Html
    string='Terms template' translate=True
Public methods (1)
  • get_value(self, sale_order, add_context=None, post_process=True)
    Get sales terms from template. Like in mail composer `text` template can use jinja or qweb syntax. if `partner_id` is provide, it will retreive it's lang to use the right translation. Then template is populated with model/res_id attributes according jinja/qweb instructions. :param sale_order: recordset (browsed) sale order :param add_context: context forwarded to the templating engine :param post_process: what ever to use `post_process` from the templating engine. If `True` urls are transform to absolute urls
REPOSITORY
REPOSITORYOCA/sale-workflow
GIT
GIThttps://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/sale-workflow/tree/16.0/sale_order_note_template
VERSION
VERSION 1.1.0
CATEGORY
CATEGORYSales/Sales
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), Pierre Verkest
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), Pierre Verkest
COMMITTERS
COMMITTERSRuchir Shukla, OCA-git-bot, oca-ci, IsabelAForgeFlow
WEBSITE
WEBSITEhttps://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:45
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - account_payment
    - account
    - product
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (4)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    view_order_form_terms_template
                    sale_order_note_templatesale.order.form
                    sale.order
                    xpath
                    
                        
                        Inherits sale.view_order_form
                        
                    
                

                
                

                    view_sale_terms_template_form
                    sale.terms_template.form
                    sale.terms_template
                    form
                    
                        
                        New
                        
                    
                

                
                

                    view_sale_terms_template_search
                    sale.terms_template.search
                    sale.terms_template
                    search
                    
                        
                        New
                        
                    
                

                
                

                    view_sale_terms_template_tree
                    sale.terms_template.list
                    sale.terms_template
                    tree
                    
                        
                        New
                        
                    
                

                
            
        

        

        

        
Models touched (2)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                note
                                Html
                                
                                
    
                                    
                                    readonly=True
                                    
                                    states={'draft': [('readonly', False)]}
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                terms_template_id
                                Many2one → sale.terms_template
                                
                                
    
                                    
                                    
                                    
                                    readonly=True
                                    
                                    states={'draft': [('readonly', False)]}
                                    
                                    string='Terms and conditions template'
                                    
                                    args: 'sale.terms_template'
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                active
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                name
                                Char
                                
                                
    
                                    
                                    required=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                text
                                Html
                                
                                
    
                                    
                                    string='Terms template'
                                    
                                    translate=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                get_value(self, sale_order, add_context=None, post_process=True)
                                
                                
    Get sales terms from template.

Like in mail composer `text` template can use jinja or qweb syntax.

if `partner_id` is provide, it will retreive it's lang to use the
right translation.

Then template is populated with model/res_id attributes according
jinja/qweb instructions.

:param sale_order: recordset (browsed) sale order
:param add_context: context forwarded to the templating engine
:param post_process: what ever to use `post_process` from the templating
                     engine. If `True` urls are transform to absolute urls
    
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
REPOSITORY

                
REPOSITORYOCA/sale-workflow

                
GIT

                
GIThttps://github.com/OCA/sale-workflow.git

                
GIT FOLDER

                
GIT FOLDERhttps://github.com/OCA/sale-workflow/tree/14.0/sale_order_note_template

                
VERSION

                
VERSION
                    
                    
                    1.0.1
                    
                

                
CATEGORY

                
CATEGORYSales/Sales

                
LICENSE

                
LICENSEAGPL-3

                
APPLICATION

                
APPLICATIONNo

                
AUTO-INSTALLABLE

                
AUTO-INSTALLABLENo

                
AUTHORS

                
AUTHORSOdoo Community Association (OCA), Pierre Verkest

                
MAINTAINERS

                
MAINTAINERSOdoo Community Association (OCA), Pierre Verkest

                
COMMITTERS

                
COMMITTERSPierre Verkest, oca-travis, Weblate, OCA-git-bot, Duy (Đỗ Anh)

                
WEBSITE

                
WEBSITEhttps://github.com/OCA/sale-workflow

                
LAST TRACKING UPDATE

                
LAST TRACKING UPDATE2026-07-06 00:40:58

                
ODOO DEPENDENCIES

                
ODOO DEPENDENCIES
                    
                    odoo/odoo:

                    
                        - sale_management

                    
                        - sale

                    
                        - sales_team

                    
                        - base

                    
                        - mail

                    
                        - base_setup

                    
                        - web

                    
                        - bus

                    
                        - web_tour

                    
                        - payment

                    
                        - account

                    
                        - product

                    
                        - uom

                    
                        - analytic

                    
                        - portal

                    
                        - web_editor

                    
                        - http_routing

                    
                        - auth_signup

                    
                        - digest

                    
                        - resource

                    
                        - utm

                    
                    
                

                
PYTHON DEPENDENCIES

                
PYTHON DEPENDENCIES
                    
                    Not have
                    
                

                
SYSTEM DEPENDENCIES

                
SYSTEM DEPENDENCIES
                    
                    Not have
                    
                

                
DESCRIPTION

                
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (4)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    view_order_form_terms_template
                    sale_order_note_templatesale.order.form
                    sale.order
                    xpath
                    
                        
                        Inherits sale.view_order_form
                        
                    
                

                
                

                    view_sale_terms_template_form
                    sale.terms_template.form
                    sale.terms_template
                    form
                    
                        
                        New
                        
                    
                

                
                

                    view_sale_terms_template_search
                    sale.terms_template.search
                    sale.terms_template
                    search
                    
                        
                        New
                        
                    
                

                
                

                    view_sale_terms_template_tree
                    sale.terms_template.list
                    sale.terms_template
                    tree
                    
                        
                        New
                        
                    
                

                
            
        

        

        

        
Models touched (2)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                note
                                Html
                                
                                
    
                                    
                                    readonly=True
                                    
                                    states={'draft': [('readonly', False)]}
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                terms_template_id
                                Many2one → sale.terms_template
                                
                                
    
                                    
                                    
                                    
                                    readonly=True
                                    
                                    states={'draft': [('readonly', False)]}
                                    
                                    string='Terms and conditions template'
                                    
                                    args: 'sale.terms_template'
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (0)
                        
                        
No public methods.

                        
                    

                

            

            
            

                

                    
                

                

                    

                        New fields (3)
                        
                        
    
                            
                            
  • 
                                active
                                Boolean
                                
                                
    
                                    
                                    default=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                name
                                Char
                                
                                
    
                                    
                                    required=True
                                    
                                    string='Name'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                text
                                Html
                                
                                
    
                                    
                                    string='Terms template'
                                    
                                    translate=True
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (1)
                        
                        
    
                            
                            
  • 
                                get_value(self, sale_order, add_context=None, post_process=True)
                                
                                
    Get sales terms from template.

Like in mail composer `text` template can use jinja or qweb syntax.

if `partner_id` is provide, it will retreive it's lang to use the
right translation.

Then template is populated with model/res_id attributes according
jinja/qweb instructions.

:param sale_order: recordset (browsed) sale order
:param add_context: context forwarded to the templating engine
:param post_process: what ever to use `post_process` from the templating
                     engine. If `True` urls are transform to absolute urls
    
                            
    • 
                            
                        

                        
                    

                

            

            
        

        
    

    
    
    

        

            
                
STATUS

                
STATUSOpen migration PR - not merged yet for this version

                
REPOSITORY

                
REPOSITORYOCA/sale-workflow

                
PULL REQUEST

                
PULL REQUEST[19.0][MIG] sale_order_note_template: Migration to 19.0 (#4292)