diff --git a/odoo_contact_approval/README.rst b/odoo_contact_approval/README.rst new file mode 100644 index 000000000..faa4577ef --- /dev/null +++ b/odoo_contact_approval/README.rst @@ -0,0 +1,49 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Odoo Contact Approval +===================== +This module helps to manage contacts through the Approval manager's validation process. + +Configuration +============= +No additional configurations needed. + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +Developer: (V16) Gion D, + (V17) Afra K, + +Contact : odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/odoo_contact_approval/__init__.py b/odoo_contact_approval/__init__.py new file mode 100644 index 000000000..097bdb395 --- /dev/null +++ b/odoo_contact_approval/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/odoo_contact_approval/__manifest__.py b/odoo_contact_approval/__manifest__.py new file mode 100644 index 000000000..f4b794bce --- /dev/null +++ b/odoo_contact_approval/__manifest__.py @@ -0,0 +1,49 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': "Odoo Contact Approval", + 'version': '17.0.1.0.0', + "category": "Sales", + 'summary': """This module helps you manage contacts through the Approval + manager's validation process.""", + 'description': """The Odoo Contact Approval Module allows you to approve or + cancel contacts through the Contacts Approval Manager. Only Approved + contacts can be used in sales, purchasing, inventory, and invoice models.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['contacts', 'sale_management', 'purchase', 'stock', 'account'], + 'data': [ + 'security/odoo_contact_approval_groups.xml', + 'views/res_partner_views.xml', + 'views/sale_order_views.xml', + 'views/purchase_order_views.xml', + 'views/stock_picking_views.xml', + 'views/account_move_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': "LGPL-3", + 'installable': True, + 'auto_install': False, + 'application': False +} diff --git a/odoo_contact_approval/doc/RELEASE_NOTES.md b/odoo_contact_approval/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..c35d7808b --- /dev/null +++ b/odoo_contact_approval/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 11.02.2024 +#### Version 17.0.1.0.0 +#### ADD +- Initial commit for Odoo Contact Approval diff --git a/odoo_contact_approval/models/__init__.py b/odoo_contact_approval/models/__init__.py new file mode 100644 index 000000000..ccbd277b3 --- /dev/null +++ b/odoo_contact_approval/models/__init__.py @@ -0,0 +1,25 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import res_partner +from . import sale_order +from . import purchase_order +from . import stock_picking diff --git a/odoo_contact_approval/models/purchase_order.py b/odoo_contact_approval/models/purchase_order.py new file mode 100644 index 000000000..e81e4858c --- /dev/null +++ b/odoo_contact_approval/models/purchase_order.py @@ -0,0 +1,40 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class PurchaseOrder(models.Model): + """ + Customization of Purchase Order model to add additional features. + """ + _inherit = 'purchase.order' + + READONLY_STATES = { + 'purchase': [('readonly', True)], + 'done': [('readonly', True)], + 'cancel': [('readonly', True)], + } + partner_id = fields.Many2one( + 'res.partner', string='Vendor', required=True, + states=READONLY_STATES, change_default=True, + tracking=True, help="Select the customer from the list of approved customers.", + domain="['|', ('company_id', '=', False), ('company_id', '=', company_id), ('state', '=', 'approve')]") diff --git a/odoo_contact_approval/models/res_partner.py b/odoo_contact_approval/models/res_partner.py new file mode 100644 index 000000000..adc1ede5f --- /dev/null +++ b/odoo_contact_approval/models/res_partner.py @@ -0,0 +1,80 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models, _ +from odoo.exceptions import UserError + + +class ResPartner(models.Model): + """ + Inherited the Res partner model to add additional features. + """ + _inherit = 'res.partner' + + state = fields.Selection([('draft', 'Draft'), ('approve', 'Approved'), + ("cancel", "Cancelled")], default='draft', help='Status of the contact', + tracking=True) + + approver_id = fields.Many2one( + 'res.users', string="Approved By", readonly=True, + help='Person responsible for validating the contacts.') + + def action_approve_contact(self): + """Manager validating the contacts.""" + if self.env.user.has_group( + 'odoo_contact_approval.group_contacts_approval'): + self.write({ + 'state': "approve", + 'approver_id': self.env.uid + }) + else: + raise UserError(_( + "You do not have the access right to Contacts Approval." + " Please contact your administrator.") + ) + + def action_cancel_contact(self): + """Manager cancelling the contacts.""" + if self.env.user.has_group( + 'odoo_contact_approval.group_contacts_approval'): + self.write({ + 'state': "cancel", + 'approver_id': None + }) + else: + raise UserError(_( + "You do not have the access right to Contacts Approval." + " Please contact your administrator.") + ) + + def action_reset_contact(self): + """Manager resetting the contacts.""" + if self.env.user.has_group( + 'odoo_contact_approval.group_contacts_approval'): + self.write({ + 'state': "draft", + 'approver_id': None + }) + else: + raise UserError(_( + "You do not have the access right to Contacts Approval." + " Please contact your administrator.") + ) diff --git a/odoo_contact_approval/models/sale_order.py b/odoo_contact_approval/models/sale_order.py new file mode 100644 index 000000000..e8e3a7d78 --- /dev/null +++ b/odoo_contact_approval/models/sale_order.py @@ -0,0 +1,36 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class SaleOrder(models.Model): + """ + Inherited the Sale Order model to add additional features. + """ + _inherit = 'sale.order' + + partner_id = fields.Many2one( + 'res.partner', string='Customer', readonly=True, + states={'draft': [('readonly', False)], 'sent': [('readonly', False)]}, + required=True, change_default=True, index=True, tracking=1, + help="Select the customer from the list of approved customers.", + domain="[('type', '!=', 'private'), ('company_id', 'in', (False, company_id)), ('state', '=', 'approve')]") diff --git a/odoo_contact_approval/models/stock_picking.py b/odoo_contact_approval/models/stock_picking.py new file mode 100644 index 000000000..fbee384c7 --- /dev/null +++ b/odoo_contact_approval/models/stock_picking.py @@ -0,0 +1,35 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class StockPicking(models.Model): + """ + Inherited the Stock Picking model to add additional features. + """ + _inherit = 'stock.picking' + + partner_id = fields.Many2one( + 'res.partner', 'Contact', + check_company=True, domain="[('state', '=', 'approve')]", + states={'done': [('readonly', True)], 'cancel': [('readonly', True)]}, + help='Select the customer from the list of approved customers.') diff --git a/odoo_contact_approval/security/odoo_contact_approval_groups.xml b/odoo_contact_approval/security/odoo_contact_approval_groups.xml new file mode 100644 index 000000000..440105e23 --- /dev/null +++ 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+
+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+
+
+
+

+ Odoo Contact Approval

+

+ This module helps you manage contacts through the Approval manager's validation process. +

+
+ +
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+

+ Key Highlights +

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+ Approval Access.

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+ +
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+ Mass Update.

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+ +
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+ Access contacts and Filtration.

+
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+ +
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+ +
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+

+ Enable the Contacts Approval Manager in the user Settings.

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+ +
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+ Approve or Cancel contact partners.

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+ +
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+ Users can only use the approved contact in Sale, Purchase, Inventory and Invoice models.

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+ Filter the products related to a contacts state.

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+ Multiple contacts can be approved or cancelled with just one click.

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+ User will get only contact approved by contact manager in sale order.

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+ Purchase Order.

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+ Delivery Order.

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+ +
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+ Customer Invoice.

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    +
  • + Support in Community, Enterprise & Odoo.sh. +
  • +
  • + Only authorized user can accept contacts. +
  • +
  • + Multiple contacts can be approved or cancelled with just one click. +
  • +
  • + Users can only use authorized contacts in Sales, Purchase, Inventory and Invoice. +
  • +
  • + Filter contacts related to a status. +
  • + +
+
+
+
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+
Version + 17.0.1.0.0|Released on:4th JFeb 2024 +
+

+ Initial commit for Odoo Contact Approval

+
+
+
+
+
+
+
+

+ Related Products

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+ Our Services

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+ Need + Help? +

Got + questions or need help? Get in touch.

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+ + + + + + \ No newline at end of file diff --git a/odoo_contact_approval/views/account_move_views.xml b/odoo_contact_approval/views/account_move_views.xml new file mode 100644 index 000000000..53195e1b8 --- /dev/null +++ b/odoo_contact_approval/views/account_move_views.xml @@ -0,0 +1,19 @@ + + + + + account.move.view.form.inherit.odoo.contact.approval + account.move + + + + {'no_create_edit': True, 'no_create': True} + + + [('type', '!=', 'private'), ('company_id', 'in', (False, company_id)),('state', + '=', 'approve')] + + + + + diff --git a/odoo_contact_approval/views/purchase_order_views.xml b/odoo_contact_approval/views/purchase_order_views.xml new file mode 100644 index 000000000..923219cbd --- /dev/null +++ b/odoo_contact_approval/views/purchase_order_views.xml @@ -0,0 +1,14 @@ + + + + + purchase.order.view.form.inherit.odoo.contact.approval + purchase.order + + + + {'no_create_edit': True, 'no_create': True} + + + + diff --git a/odoo_contact_approval/views/res_partner_views.xml b/odoo_contact_approval/views/res_partner_views.xml new file mode 100644 index 000000000..35b10a636 --- /dev/null +++ b/odoo_contact_approval/views/res_partner_views.xml @@ -0,0 +1,62 @@ + + + + + res.partner.view.form.inherit.odoo.contact.approval + res.partner + + + +
+
+
+ + + +
+
+ + + Approve + + + code + + if records: + action = records.action_approve_contact() + + + + + Cancel + + + code + + if records: + action = records.action_cancel_contact() + + + + + res.partner.view.search.inherit.odoo.contact.approval + res.partner + + + + + + + +
diff --git a/odoo_contact_approval/views/sale_order_views.xml b/odoo_contact_approval/views/sale_order_views.xml new file mode 100644 index 000000000..d7c460774 --- /dev/null +++ b/odoo_contact_approval/views/sale_order_views.xml @@ -0,0 +1,14 @@ + + + + + sale.order.view.form.inherit.odoo.contact.approval + sale.order + + + + {'no_create_edit': True, 'no_create': True} + + + + diff --git a/odoo_contact_approval/views/stock_picking_views.xml b/odoo_contact_approval/views/stock_picking_views.xml new file mode 100644 index 000000000..e34399f0e --- /dev/null +++ b/odoo_contact_approval/views/stock_picking_views.xml @@ -0,0 +1,14 @@ + + + + + stock.picking.view.form.inherit.odoo.contact.approval + stock.picking + + + + {'no_create_edit': True, 'no_create': True} + + + +