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[18.0][ADD] Introduce Spreadsheet Quotation Calculator#111

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[18.0][ADD] Introduce Spreadsheet Quotation Calculator#111
cifuentesmx wants to merge 4 commits intoOCA:18.0from
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This commit adds a new module that allows users to create and manage spreadsheet calculators linked to sale order templates in Odoo. Key features include:

  • Creation of a spreadsheet calculator from a sale order template.
  • Automatic assignment of a copy of the spreadsheet to sale orders created from the template.
  • Integration of field sync functionality to map spreadsheet columns to sale order line fields.
  • User-friendly interface for managing mappings and syncing values back to sale orders.

Documentation and tests have been included to ensure functionality.

This is related to the #74 issue

Roberto added 2 commits April 8, 2026 00:57
This commit adds a new module that allows users to create and manage spreadsheet calculators linked to sale order templates in Odoo. Key features include:

- Creation of a spreadsheet calculator from a sale order template.
- Automatic assignment of a copy of the spreadsheet to sale orders created from the template.
- Integration of field sync functionality to map spreadsheet columns to sale order line fields.
- User-friendly interface for managing mappings and syncing values back to sale orders.

Documentation and tests have been included to ensure functionality.
This commit improves the readability of the code by applying consistent formatting and simplifying conditional statements across multiple files. Key changes include:

- Updated the summary in the manifest file for better readability.
- Simplified conditional checks in the `sale_order.py` model.
- Enhanced formatting in JavaScript and XML files for better clarity.
- Improved comments for better understanding in the `spreadsheet_quotation_create.py` wizard.

These changes aim to maintain a clean codebase and enhance maintainability.
@cifuentesmx cifuentesmx marked this pull request as ready for review April 8, 2026 07:21
@cifuentesmx cifuentesmx changed the title [ADD] Introduce Spreadsheet Quotation Calculator [18.0][ADD] Introduce Spreadsheet Quotation Calculator Apr 8, 2026
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@legalsylvain legalsylvain left a comment

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Thanks a lot ! looks promising !

Tested on runboat. Step to reproduce :

  • link the demo "Offiche Furnitures" quotation template to the demo "Demo spreadsheet".
    -click on open calculator.

there is the following error :

Image

I think it can be hard to understand how to configure.
could you

  • add a simple demo data ?
  • based on demo data, add a screenshot in a new file, named configure.md ?

thanks !

Comment thread spreadsheet_quotation/readme/INSTALL.md Outdated
@cifuentesmx
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Sure, I'll be adding this step-by-step installation guide to the repo.

@legalsylvain these screenshots come from this runboat, you can see this actually working

1. Add quotation templates in settings

imagen

2. Create a new template & create a calculator

imagen

3. Map Sync fields > columns to fields

imagen

4. Save template > create a quotation from template and open calculator

imagen

5. add new lines to the calculator, save and sync

imagen

6. Add new products if any

imagen

7. Quotation updated!!!

imagen

@cifuentesmx cifuentesmx requested a review from legalsylvain April 9, 2026 01:13
@cifuentesmx cifuentesmx marked this pull request as draft April 9, 2026 01:15
…tion

This commit introduces seven new images to the documentation and updates the usage guide to include a step-by-step process for using the spreadsheet quotation calculator. The INSTALL.md file has been removed as it was no longer needed.
@cifuentesmx cifuentesmx marked this pull request as ready for review April 9, 2026 01:38
@legalsylvain
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woh ! looks detailled ! I'll take a look. Thanks !

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2 participants