Sale Orders Terms and conditions Templates

sale_order_note_template · OCA/sale-workflow

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales/Sales
    Folder size
    0.05 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-08-07 09:06:23
    Authors
    Odoo Community Association (OCA), Pierre Verkest
    Maintainers
    Odoo Community Association (OCA), Pierre Verkest
    Committers
    OCA-git-bot, oca-ci, Bhavesh Heliconia
    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
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    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 form 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
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    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

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