Skip to Content
This question has been flagged
Rental
1 Respondre
2393 Vistes
Avatar
Wombat

Hello,

I want to use the Rental with Sign so that I can have the customer sign before confirming a Rental Order. From my testing, the only time the "sign documents" appears is AFTER the Rental Quotation is confirmed. To my mind, it would make more sense to have the agreement signed BEFORE the RO is confimed - or even prevent an quotation from being confirmed if a signed rental agreement is required. 

Additionally, I would like to email the customer a link to Sign. It seems that currently the customer needs to be physically with the sales person to Sign.

Am I mis-understanding something here? or does anyone know how I can make the workflow work correctly?

I'm testing in Odoo 17 Enterprise.

Thank you very much for reading,

Avatar
Descartar
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Option 1: Python constraint

from odoo import models, fields, api

from odoo.exceptions import ValidationError


class RentalOrder(models.Model):

    _inherit = 'rentals.order'


    @api.constrains('state', 'signed_document_ids')

    def _check_signed_before_confirm(self):

        for order in self:

            if order.state == 'draft' and order.requires_signature and not order.signed_document_ids:

                raise ValidationError("You must have the customer sign the rental agreement before confirming.")


This prevents confirmation until a signature is attached.


Option 2: Automated Action

Trigger on write or confirm of rental orders.

Check if the signature exists; if not, prevent confirmation.



Hope it helps



Avatar
Descartar
Related Posts Respostes Vistes Activitat
Odoo hangs when accessing Sale Orders with large data sets
Rental
Avatar
Avatar
1
de juny 25
914
How to avoid duplicate booking and payment in odoo rental?
Rental
Avatar
Avatar
1
de set. 25
1646
Block Reserved Rooms in the Rental App
Rental
Avatar
Avatar
Avatar
2
de jul. 24
1996
how to delete the payment_terms_id field in the rental module
Rental
Avatar
Avatar
1
de juny 24
1835
Can Rental app utilize shipments and approval flows?
Rental
Avatar
0
de des. 23
1451