Send and sign documents (like contracts) using Odoo Sign

[apcloic]

Hi all,

I've been playing https://www.odoo.com/app/sign

I found it interesting because I think it's the only free solution to get EIDAS signature system.
It's free, forever, with unlimited users as long as you only use this single application.

It may be not as solid as Docusign or Yousign but at least documents signed this way are valid electronic signatures under EU Regulation (eIDAS) and US ESIGN Act.

Use case : signing contrat online with your client

1- Install PHP client of Odoo External API client
https://github.com/Ang3/php-odoo-api-client

composer require ang3/php-odoo-api-client

Create a Yetiforce custom script, see working example below where the clients are created as contact in Yetiforce.
The script runs on a custom module where Contacts is a related module.

<?php

require_once('/replace_with_path_to_composer/yetiforce/custom/lib/vendor/autoload.php');

use Ang3\Component\Odoo\Client;

class odooSync

{


function odooSign(Vtiger_Record_Model $recordModel)


	{

 		\App\Log::trace('Entering odooSign');


// Call the constructor

$client = new Client('<host>', '<database>', '<username>', '<password>', $logger = null);

// $result = $client->call($name, $method, $parameters = [], $options = []);

$recordManager = $client->getRecordManager();
$schema = $recordManager->getSchema();

/*
$partner_model = $schema->getModel('res.partner');
$queryBuilder = $recordManager->createQueryBuilder('res.partner');
$query = $queryBuilder->getQuery();
$expr = $recordManager->expr();
$count_partner = $query->count();
*/

$relatedModuleName = 'Contacts';
		
// Get related contacts

$relationListView = Vtiger_RelationListView_Model::getInstance($recordModel, $relatedModuleName);

$count = $relationListView->getRelatedEntriesCount();

$pagingModel = new \Vtiger_Paging_Model();
$pagingModel->set('limit', 0);
$entries = $relationListView->getEntries($pagingModel);

		foreach ($entries as $key => $relatedModuleModel) {
			
			$contact_email = $relatedModuleModel->get('email');
			$contact_lastname = $relatedModuleModel->get('lastname');
			$contact_firstname = $relatedModuleModel->get('firstname');

			$client_id = $client->call('res.partner', 'create', $parameters = [['name'=>$contact_firstname.' '.$contact_lastname,'email'=>$contact_email]]);


			// Get attached PDF Contract

			$contract_id = (new \App\Db\Query())->select(['notesid'])
				->from('vtiger_notes')
				->where(['related_contact' => $relatedModuleModel->getId()])
				->createCommand()->query()->read();

			if (count($contract_id) > 0) {

			$documentRecordModel = \Vtiger_Record_Model::getInstanceById($contract_id[notesid]);

			$client_contract = file_get_contents($documentRecordModel->getFilePath());
			$pdf_base64_client_contract = base64_encode($client_contract);

				$attachment_contract = array(
            				'name'=> basename($documentRecordModel->get('filename'), '.pdf'),
            				'datas'=>$pdf_base64_client_contract,
            				'res_model'=> 'sign.request',
            				'type'=> 'binary',
            				'store_fname'=>$documentRecordModel->get('filename'),
            				'mimetype'=>'application/pdf'
        			);


			}


			// Upload PDF document
			$document_id = $client->call('ir.attachment', 'create', $parameters = [$attachment_contract]);

			// Sign template creation
			$sign_template_id = $client->call('sign.template', 'create', [['name'=>'CLIENT CONTRAT','attachment_id'=>($document_id)]])

			// Employee already created on Odoo
			$employee_id = '1';

			$signers = array([0, 'client_signature', ['role_id'=> 2, 'partner_id'=> $client_id]],[0, 'employee_signature', ['role_id'=> 3, 'partner_id'=> $employee_id]]);


			// Create Email template to send
			$email_template = $client->call('sign.send.request', 'create', $parameters =  [['subject'=>'Sign your contract','template_id'=>$sign_template_id,'filename' => $documentRecordModel->get('filename'),'signer_ids'=>$signers, 'signers_count'=>'2']]);

			// Send email to client and Employee
			$send_email = $client->call('sign.send.request', 'send_request', $parameters = [$email_template]);


			}



	$recordModel->setHandlerExceptions(['disableWorkflow' => true]);

	$recordModel->save();

	\App\Log::trace('exiting odooSign');


	}
}

[ghost]

I really appreciate you creating this discussion, however I was unable to integrate it with my system.

I installed the api client, added the database details and autoload.php, and then added a custom function workflow to the Accounts module through the database. After running the workflow the php script fails to create the template.

Do you have any guidance on how you integrated the script, thanks again