Metadata-Version: 2.1
Name: odoo-addon-portal_sale_confirm_require_login
Version: 17.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Force login/signup to access quotations via token and require partner information completion before confirming from the portal
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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=================================
Portal Sale Confirm Require Order
=================================

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This module enforces authentication when accessing quotations or sale
orders from the portal, optionally depending on the module
configuration, and requires the partner information to be completed
before the order can be confirmed, signed, or paid.

**Table of contents**

.. contents::
   :local:

Configuration
=============

To configure this module, go to **Sales > Configuration > Settings** and
review the **Require login to access portal sale documents** option
under **Quotations & Orders**.

This option is disabled by default.

- Enabled: public users must log in before accessing quotations or sale
  orders from portal links.
- Disabled: public users can access those documents from portal links,
  but authentication is still required to confirm, sign, or pay them.

Usage
=====

1. Send a quotation to the customer or share the portal link containing
   the access token.
2. When the customer opens the quotation from the portal:

   - If the customer is not logged in and a portal user already exists
     for the related partner, they are redirected to the login page.
   - If the customer is not logged in and no portal user exists yet,
     they are redirected to the signup page using a secure signup token.

3. After logging in or completing the signup process, the customer is
   redirected back to the quotation in the portal.
4. Before the quotation can be accepted, signed, or paid, the system
   checks that the partner linked to the sale order has all required
   information completed.
5. If required partner information is missing, the customer is prompted
   to complete it before continuing.
6. Once authentication and partner information requirements are
   satisfied, the standard Odoo confirmation, signature, and payment
   flow proceeds normally.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20portal_sale_confirm_require_login%0Aversion:%2017.0%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
=======

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Pilar Vargas

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/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/portal_sale_confirm_require_login>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
