[19.0][ADD] website_sale_checkout_skip_payment_quotation

website_sale_checkout_skip_payment_quotation/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+======================================================
+Website Sale Checkout Skip Payment - Keep as Quotation
+======================================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:54e6991977b71c755358a192904f67116f3052f0b94266f10ef2a6ef4ce86503
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fe--commerce-lightgray.png?logo=github
+    :target: https://github.com/OCA/e-commerce/tree/19.0/website_sale_checkout_skip_payment_quotation
+    :alt: OCA/e-commerce
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/e-commerce-19-0/e-commerce-19-0-website_sale_checkout_skip_payment_quotation
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/e-commerce&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends *Website Sale Checkout Skip Payment* so that, when a
+logged-in customer with the *Skip Website Checkout Payment* flag
+completes the website checkout:
+
+- the order is **not** automatically confirmed and stays in *Quotation*
+  (draft) state, waiting for a salesperson to review it;
+- a dedicated email template (*Sales: Quotation Sent (Skip Payment)*) is
+  sent to the customer to acknowledge the request, instead of the
+  standard sale order confirmation email;
+- the order is flagged so the website cart resolver will **not**
+  resurrect it as the customer's active cart on subsequent visits. The
+  customer starts from an empty cart on their next visit.
+
+This is useful for B2B scenarios where every order has to be reviewed by
+a salesperson before it is confirmed, while still letting the customer
+finalise the checkout flow without going through a payment step.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Configure *Website Sale Checkout Skip Payment* as documented in that
+   module (enable *Checkout Skip Payment* on the website and tick *Skip
+   Website Checkout Payment* on the customer).
+2. Optionally adjust the email content in *Settings > Technical > Email
+   Templates > Sales: Quotation Sent (Skip Payment)*.
+3. Perform a checkout from the website with that customer.
+
+Expected outcome:
+
+- The order is created in *Sales > Quotations* in **Quotation** (draft)
+  state. No sales order is confirmed and no stock is reserved.
+- The customer receives the *Sales: Quotation Sent (Skip Payment)*
+  email.
+- The customer's cart is emptied; visiting the shop again starts a new
+  cart instead of reopening the just-submitted quotation.
+- The quotation is flagged with *Skip-Payment Quotation* so a
+  salesperson can identify orders that originated from this flow before
+  confirming them manually.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/e-commerce/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/e-commerce/issues/new?body=module:%20website_sale_checkout_skip_payment_quotation%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ForgeFlow
+
+Contributors
+------------
+
+- `ForgeFlow <https://www.forgeflow.com>`__:
+
+  - Jasmin Solanki <jasmin.solanki@forgeflow.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/e-commerce <https://github.com/OCA/e-commerce/tree/19.0/website_sale_checkout_skip_payment_quotation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

website_sale_checkout_skip_payment_quotation/__init__.py

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+from . import controllers
+from . import models

website_sale_checkout_skip_payment_quotation/__manifest__.py

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+# Copyright 2026 ForgeFlow S.L.
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Website Sale Checkout Skip Payment - Keep as Quotation",
+    "summary": "Skip payment in checkout and keep the order as a quotation, "
+    "notifying the customer with a dedicated email template.",
+    "version": "19.0.1.0.0",
+    "category": "Website",
+    "website": "https://github.com/OCA/e-commerce",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": ["website_sale_checkout_skip_payment"],
+    "data": [
+        "data/mail_template_data.xml",
+        "views/website_sale_template.xml",
+    ],
+}

website_sale_checkout_skip_payment_quotation/controllers/__init__.py

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+from . import main

website_sale_checkout_skip_payment_quotation/controllers/main.py

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+# Copyright 2026 ForgeFlow S.L.
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+import logging
+
+from odoo import http
+from odoo.http import request
+
+from odoo.addons.website_sale_checkout_skip_payment.controllers.main import (
+    CheckoutSkipPaymentWebsite,
+)
+
+_logger = logging.getLogger(__name__)
+
+
+class CheckoutSkipPaymentQuotation(CheckoutSkipPaymentWebsite):
+    @http.route()
+    def shop_payment_confirmation(self, **post):
+        """When skipping payment, keep the order as a quotation (do not confirm)
+        and notify the customer with the dedicated quotation email template.
+        """
+        order_id = request.session.get("sale_last_order_id")
+        if not request.website.checkout_skip_payment or not order_id:
+            return super().shop_payment_confirmation(**post)
+        order = request.env["sale.order"].sudo().browse(order_id)
+        template = request.env.ref(
+            "website_sale_checkout_skip_payment_quotation."
+            "mail_template_sale_quotation_skip_payment",
+            raise_if_not_found=False,
+        )
+        if not template:
+            _logger.warning(
+                "Quotation skip-payment mail template not found; "
+                "falling back to parent behaviour."
+            )
+            return super().shop_payment_confirmation(**post)
+        try:
+            # Note: we deliberately do NOT pass ``mark_so_as_sent=True`` here so the
+            # order stays in ``draft`` (Quotation) state. The parent module passes
+            # that context flag, which would move the state to ``sent``.
+            order._send_order_notification_mail(template)
+            # Flag the order so the website cart resolver does not resurrect it
+            # as an abandoned cart on the customer's next visit. See
+            # ``website._get_and_cache_current_cart`` override in this module.
+            order.is_skip_payment_quotation = True
+        except Exception:
+            _logger.exception(
+                "Failed to send quotation confirmation email for order %s", order.name
+            )
+            return request.render(
+                "website_sale_checkout_skip_payment.confirmation_order_error"
+            )
+        request.website.sale_reset()
+        values = self._prepare_shop_payment_confirmation_values(order)
+        return request.render("website_sale.confirmation", values)

website_sale_checkout_skip_payment_quotation/data/mail_template_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 ForgeFlow S.L.
+     License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). -->
+<odoo noupdate="1">
+    <record id="mail_template_sale_quotation_skip_payment" model="mail.template">
+        <field name="name">Sales: Quotation Sent (Skip Payment)</field>
+        <field name="model_id" ref="sale.model_sale_order" />
+        <field
+            name="subject"
+        >{{ object.company_id.name }} Quotation (Ref {{ object.name or 'n/a' }})</field>
+        <field
+            name="email_from"
+        >{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
+        <field name="partner_to" eval="False" />
+        <field name="use_default_to" eval="True" />
+        <field
+            name="description"
+        >Sent to website customers after a skip-payment checkout. The order remains a quotation.</field>
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 12px;">
+                    Hello
+                    <t t-out="object.partner_id.name or ''">Customer</t>,
+                    <br />
+                    <br />
+                    Thank you for your interest. We have received your request
+                    <span
+                    style="font-weight:bold;"
+                    t-out="object.name or ''"
+                >S00049</span>
+                    for a total of
+                    <span
+                    style="font-weight:bold;"
+                    t-out="format_amount(object.amount_total, object.currency_id) or ''"
+                >$ 10.00</span>.
+                    <br />
+                    <br />
+                    Your quotation is being reviewed by our team and you will receive
+                    a confirmation as soon as it is processed.
+                    <br />
+                    <br />
+                    You can review the details of your quotation at any time using the link below:
+                    <br />
+                    <br />
+                    <a
+                    t-att-href="object.get_portal_url()"
+                    style="background-color:#875A7B; padding: 8px 16px; text-decoration: none; color: #fff; border-radius: 5px;"
+                >View your quotation</a>
+                    <br />
+                    <br />
+                    If you have any question, simply reply to this email.
+                    <br />
+                    <br />
+                    Best regards,
+                    <br />
+                    <t
+                    t-out="object.user_id.name or object.company_id.name or ''"
+                >Sales Team</t>
+                </p>
+            </div>
+        </field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="auto_delete" eval="True" />
+    </record>
+</odoo>

website_sale_checkout_skip_payment_quotation/models/__init__.py

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+from . import sale_order
+from . import website

website_sale_checkout_skip_payment_quotation/models/sale_order.py

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+# Copyright 2026 ForgeFlow S.L.
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    is_skip_payment_quotation = fields.Boolean(
+        # Set on orders that completed the website checkout via the
+        # skip-payment flow. These quotations must not be resurrected as the
+        # customer's cart on subsequent visits, otherwise the website would
+        # keep showing the items the customer already "ordered".
+        string="Skip-Payment Quotation",
+        copy=False,
+        readonly=True,
+        index=True,
+    )

website_sale_checkout_skip_payment_quotation/models/website.py

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+# Copyright 2026 ForgeFlow S.L.
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from odoo import models
+
+
+class Website(models.Model):
+    _inherit = "website"
+
+    def _get_and_cache_current_cart(self):
+        sale_order_sudo = super()._get_and_cache_current_cart()
+        # Skip-payment quotations have been "handed off" to the salesperson;
+        # they must not be resurrected as the active cart, even though they
+        # remain in draft state.
+        if sale_order_sudo and sale_order_sudo.is_skip_payment_quotation:
+            self.sale_reset()
+            return self.env["sale.order"].sudo()
+        return sale_order_sudo

website_sale_checkout_skip_payment_quotation/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

website_sale_checkout_skip_payment_quotation/readme/CONTRIBUTORS.md

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+- [ForgeFlow](https://www.forgeflow.com):
+  - Jasmin Solanki \<<jasmin.solanki@forgeflow.com>\>

website_sale_checkout_skip_payment_quotation/readme/DESCRIPTION.md

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+This module extends *Website Sale Checkout Skip Payment* so that, when a
+logged-in customer with the *Skip Website Checkout Payment* flag completes
+the website checkout:
+
+- the order is **not** automatically confirmed and stays in *Quotation*
+  (draft) state, waiting for a salesperson to review it;
+- a dedicated email template (*Sales: Quotation Sent (Skip Payment)*) is
+  sent to the customer to acknowledge the request, instead of the standard
+  sale order confirmation email;
+- the order is flagged so the website cart resolver will **not** resurrect
+  it as the customer's active cart on subsequent visits. The customer
+  starts from an empty cart on their next visit.
+
+This is useful for B2B scenarios where every order has to be reviewed by
+a salesperson before it is confirmed, while still letting the customer
+finalise the checkout flow without going through a payment step.

website_sale_checkout_skip_payment_quotation/readme/USAGE.md

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+To use this module, you need to:
+
+1.  Configure *Website Sale Checkout Skip Payment* as documented in that
+    module (enable *Checkout Skip Payment* on the website and tick
+    *Skip Website Checkout Payment* on the customer).
+2.  Optionally adjust the email content in *Settings \> Technical \>
+    Email Templates \> Sales: Quotation Sent (Skip Payment)*.
+3.  Perform a checkout from the website with that customer.
+
+Expected outcome:
+
+- The order is created in *Sales \> Quotations* in **Quotation** (draft)
+  state. No sales order is confirmed and no stock is reserved.
+- The customer receives the *Sales: Quotation Sent (Skip Payment)* email.
+- The customer's cart is emptied; visiting the shop again starts a new
+  cart instead of reopening the just-submitted quotation.
+- The quotation is flagged with *Skip-Payment Quotation* so a salesperson
+  can identify orders that originated from this flow before confirming
+  them manually.