[18.0][ADD] Introduce Spreadsheet Quotation Calculator

README.md

@@ -25,6 +25,7 @@ addon | version | maintainers | summary
 [spreadsheet_dashboard_purchase_oca](spreadsheet_dashboard_purchase_oca/) | 18.0.1.0.0 |  | Spreadsheet dashboard for vendors
 [spreadsheet_dashboard_purchase_stock_oca](spreadsheet_dashboard_purchase_stock_oca/) | 18.0.1.0.0 |  | Spreadsheet dashboard for purchases
 [spreadsheet_oca](spreadsheet_oca/) | 18.0.1.3.0 |  | Allow to edit spreadsheets
+[spreadsheet_quotation](spreadsheet_quotation/) | 18.0.1.0.0 |  | Allow add a calculator and sync items with a qoutation
 
 [//]: # (end addons)
 

spreadsheet_quotation/README.rst

@@ -0,0 +1,113 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============================
+Spreadsheet Quotation Calculator
+===============================
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fspreadsheet-lightgray.png?logo=github
+    :target: https://github.com/OCA/spreadsheet/tree/18.0/spreadsheet_quotation
+    :alt: OCA/spreadsheet
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/spreadsheet-18-0/spreadsheet-18-0-spreadsheet_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/spreadsheet&target_branch=18.0
+    :alt: Try me on Runboat
+
+This module allows linking spreadsheet calculators to quotation templates
+in Odoo. When a sale order is created from a template that has a
+calculator, a copy of the spreadsheet is automatically assigned to the
+order with a pre-configured global filter so the ``ODOO.LIST`` formulas
+display only that order's lines.
+
+The spreadsheet calculator is built on top of ``spreadsheet_oca`` and
+uses ``ODOO.LIST`` formulas to display sale order line data such as
+product, quantity, and unit price. A Field Sync side panel lets users map
+spreadsheet columns to sale order line fields and push calculated values
+back to the quotation.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+This module requires:
+
+- ``spreadsheet_oca`` from the OCA spreadsheet repository
+- ``sale_management`` from Odoo core addons
+
+Usage
+=====
+
+Setting up a quotation calculator
+---------------------------------
+
+1. Go to **Sales > Configuration > Quotation Templates**.
+2. Open or create a quotation template.
+3. Click **Create Calculator** next to the quotation calculator field.
+4. Set a name and the initial number of rows in the wizard.
+5. Customize the spreadsheet and save it.
+
+Using the calculator on a sale order
+------------------------------------
+
+1. Create a new quotation and select a template with a calculator.
+2. Use the **Calculator** smart button to open the spreadsheet.
+3. Edit values in the spreadsheet.
+4. Use **Field Sync** to map columns to sale order line fields.
+5. Save the spreadsheet to sync values back to the sale order.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/spreadsheet/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 detailed and welcomed
+`feedback <https://github.com/OCA/spreadsheet/issues/new?body=module:%20spreadsheet_quotation%0Aversion:%2018.0%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
+-------
+
+* Odoo Community Association (OCA)
+* Cloud Lotus
+
+Contributors
+------------
+
+* OCA Contributors
+
+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/spreadsheet <https://github.com/OCA/spreadsheet/tree/18.0/spreadsheet_quotation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit
+https://odoo-community.org/page/Contribute.

spreadsheet_quotation/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizards

spreadsheet_quotation/__manifest__.py

@@ -0,0 +1,30 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Spreadsheet Quotation Calculator",
+    "summary": (
+        "Use spreadsheets as quotation calculators linked " "to sale order templates"
+    ),
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Odoo Community Association (OCA), Cloud Lotus",
+    "website": "https://github.com/OCA/spreadsheet",
+    "depends": ["spreadsheet_oca", "sale_management"],
+    "data": [
+        "security/ir.model.access.csv",
+        "wizards/spreadsheet_quotation_create.xml",
+        "views/sale_order_template_views.xml",
+        "views/sale_order_views.xml",
+    ],
+    "assets": {
+        "spreadsheet.o_spreadsheet": [
+            "spreadsheet_quotation/static/src/quotation_spreadsheet/field_sync_plugin.esm.js",
+            "spreadsheet_quotation/static/src/quotation_spreadsheet/field_sync_side_panel.esm.js",
+            "spreadsheet_quotation/static/src/quotation_spreadsheet/field_sync_side_panel.xml",
+            "spreadsheet_quotation/static/src/quotation_spreadsheet/quotation_spreadsheet.xml",
+        ],
+    },
+    "installable": True,
+    "development_status": "Alpha",
+}

spreadsheet_quotation/models/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import sale_order_template
+from . import sale_order

spreadsheet_quotation/models/sale_order.py

@@ -0,0 +1,79 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import json
+
+from odoo import _, api, fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    spreadsheet_id = fields.Many2one(
+        "spreadsheet.spreadsheet",
+        string="Quotation Calculator",
+        copy=False,
+    )
+    has_spreadsheet = fields.Boolean(
+        compute="_compute_has_spreadsheet",
+    )
+
+    @api.depends("spreadsheet_id")
+    def _compute_has_spreadsheet(self):
+        for order in self:
+            order.has_spreadsheet = bool(order.spreadsheet_id)
+
+    @api.onchange("sale_order_template_id")
+    def _onchange_sale_order_template_id_spreadsheet(self):
+        if self.sale_order_template_id and self.sale_order_template_id.spreadsheet_id:
+            spreadsheet = self._copy_template_spreadsheet(
+                self.sale_order_template_id.spreadsheet_id,
+            )
+            self.spreadsheet_id = spreadsheet
+        elif not self.sale_order_template_id:
+            self.spreadsheet_id = False
+
+    def _copy_template_spreadsheet(self, template_spreadsheet):
+        """Create a copy of the template spreadsheet for this sale order."""
+        return template_spreadsheet.copy(
+            {"name": _("Calculator - %s", self.name or _("New"))}
+        )
+
+    def _update_spreadsheet_filter(self):
+        """Update the global filter default value in the spreadsheet JSON
+        so the list is filtered to this sale order's id."""
+        self.ensure_one()
+        if not self.spreadsheet_id:
+            return
+        data = self.spreadsheet_id.spreadsheet_raw
+        if not data:
+            return
+        if isinstance(data, str):
+            data = json.loads(data)
+
+        for gf in data.get("globalFilters", []):
+            if gf.get("type") == "relation" and gf.get("modelName") == "sale.order":
+                gf["defaultValue"] = [self.id]
+                break
+
+        self.spreadsheet_id.spreadsheet_raw = data
+
+    def write(self, vals):
+        res = super().write(vals)
+        if "spreadsheet_id" in vals:
+            for order in self.filtered("spreadsheet_id"):
+                order._update_spreadsheet_filter()
+        return res
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        orders = super().create(vals_list)
+        for order in orders.filtered("spreadsheet_id"):
+            order._update_spreadsheet_filter()
+        return orders
+
+    def action_open_spreadsheet_calculator(self):
+        self.ensure_one()
+        if self.spreadsheet_id:
+            return self.spreadsheet_id.open_spreadsheet()
+        return False

spreadsheet_quotation/models/sale_order_template.py

@@ -0,0 +1,35 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class SaleOrderTemplate(models.Model):
+    _inherit = "sale.order.template"
+
+    spreadsheet_id = fields.Many2one(
+        "spreadsheet.spreadsheet",
+        string="Quotation Calculator",
+        copy=True,
+        help="Spreadsheet used as pricing calculator for quotations "
+        "created from this template.",
+    )
+
+    def action_create_spreadsheet_calculator(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "name": "Create Quotation Calculator",
+            "res_model": "spreadsheet.quotation.create",
+            "view_mode": "form",
+            "target": "new",
+            "context": {
+                "default_sale_order_template_id": self.id,
+            },
+        }
+
+    def action_open_spreadsheet_calculator(self):
+        self.ensure_one()
+        if self.spreadsheet_id:
+            return self.spreadsheet_id.open_spreadsheet()
+        return self.action_create_spreadsheet_calculator()

spreadsheet_quotation/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

spreadsheet_quotation/readme/CONTRIBUTORS.md

@@ -0,0 +1 @@
+* OCA Contributors

spreadsheet_quotation/readme/DESCRIPTION.md

@@ -0,0 +1,15 @@
+This module allows linking spreadsheet calculators to quotation templates
+in Odoo. When a sale order is created from a template that has a
+calculator, a copy of the spreadsheet is automatically assigned to the
+order with a pre-configured global filter so the ODOO.LIST formulas
+display only that order's lines.
+
+The spreadsheet calculator is built on top of ``spreadsheet_oca`` and
+uses ODOO.LIST formulas to display sale order line data (product,
+quantity, unit price, etc.). Users can add custom formulas, calculations,
+and charts to build complex pricing logic.
+
+A **Field Sync** side panel lets users map spreadsheet columns to
+sale order line fields. This column-based approach is more intuitive
+than cell-by-cell mapping and makes it easy to push calculated values
+back to the sale order.

spreadsheet_quotation/readme/USAGE.md

@@ -0,0 +1,42 @@
+Setting up a quotation calculator
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Go to **Sales > Configuration > Quotation Templates**.
+2. Open or create a quotation template.
+3. Click **Create Calculator** next to the "Quotation Calculator" field.
+4. A wizard will open; set a name and number of initial rows, then click
+   **Create Calculator**.
+5. The spreadsheet editor opens with a pre-configured list of
+   ``sale.order.line`` fields.
+6. Customize the spreadsheet: add formulas, charts, or extra columns as
+   needed.
+7. Save the spreadsheet.
+
+Using the calculator on a sale order
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+1. Create a new quotation and select the template that has a calculator.
+2. A **Calculator** smart button appears on the sale order form.
+3. Click it to open the spreadsheet filtered to the current order's
+   lines.
+4. Edit values in the spreadsheet.
+5. Use **File > Field Sync** to map columns to sale order line fields.
+6. Save the spreadsheet from the editor.
+
+Syncing values back to the order
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After configuring field sync mappings in the spreadsheet, the mapped
+column values can be pushed to the corresponding sale order line fields
+when saving the spreadsheet or from the sale order form.
+
+Step-by-step guide
+~~~~~~~~~~~~~~~~~~
+
+[1. Add quotation templates in settings](image1.png)
+[2. Create a new template & create a calculator](image2.png)
+[3. Map Sync fields > columns to fields](image3.png)
+[4. Save template > create a quotation from template and open calculator](image4.png)
+[5. add new lines to the calculator, save and sync](image5.png)
+[6. Add new products if any](image6.png)
+[7. Quotation updated!!!](image7.png)

spreadsheet_quotation/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_spreadsheet_quotation_create,access_spreadsheet_quotation_create,model_spreadsheet_quotation_create,sales_team.group_sale_salesman,1,1,1,1