diff --git a/sale_order_discount_approval_odoo/README.rst b/sale_order_discount_approval_odoo/README.rst new file mode 100644 index 000000000..8c73fb71e --- /dev/null +++ b/sale_order_discount_approval_odoo/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Sale Order Discount Approval +============================= +App for Providing Discount by user and approving the discount in sale order. + +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: (V15) Shonima, 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/sale_order_discount_approval_odoo/__init__.py b/sale_order_discount_approval_odoo/__init__.py new file mode 100644 index 000000000..19ce0c359 --- /dev/null +++ b/sale_order_discount_approval_odoo/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Shonima() +# +# 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/sale_order_discount_approval_odoo/__manifest__.py b/sale_order_discount_approval_odoo/__manifest__.py new file mode 100644 index 000000000..51a72f22e --- /dev/null +++ b/sale_order_discount_approval_odoo/__manifest__.py @@ -0,0 +1,50 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Shonima() +# +# 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': 'Sale Order Discount Approval', + 'version': '15.0.1.0.0', + 'summary': 'Sale Order Discount Approval', + 'sequence': 4, + 'description': """Module for discount approval of sales orders if + discount limit exceeded of allowed discount of user.""", + 'category': 'Sales', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'license': 'LGPL-3', + 'depends': [ + 'base', + 'sale_management', + 'account', + ], + 'data': [ + 'security/sale_order_discount_approval_odoo_groups.xml', + 'data/mail_template.xml', + 'view/res_users_views.xml', + 'view/sale_order_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'installable': True, + 'application': False, + 'auto_install': False, +} diff --git a/sale_order_discount_approval_odoo/data/mail_template.xml b/sale_order_discount_approval_odoo/data/mail_template.xml new file mode 100644 index 000000000..2f38a9cfe --- /dev/null +++ b/sale_order_discount_approval_odoo/data/mail_template.xml @@ -0,0 +1,11 @@ + + + + + Automated Overt time Report Send + + + {{object.name}} Discount Approval Request + + diff --git a/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md b/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..48dfd4f40 --- /dev/null +++ b/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 22.04.2024 +#### Version 15.0.1.0.0 +#### ADD +- Initial commit for Sale Order Discount Approval diff --git a/sale_order_discount_approval_odoo/models/__init__.py b/sale_order_discount_approval_odoo/models/__init__.py new file mode 100644 index 000000000..3a75bb575 --- /dev/null +++ b/sale_order_discount_approval_odoo/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Shonima() +# +# 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_user +from . import sale_order diff --git a/sale_order_discount_approval_odoo/models/res_user.py b/sale_order_discount_approval_odoo/models/res_user.py new file mode 100644 index 000000000..8e16d6283 --- /dev/null +++ b/sale_order_discount_approval_odoo/models/res_user.py @@ -0,0 +1,33 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Shonima() +# +# 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 models, fields + + +class ResUsersDiscount(models.Model): + """New fields are added in res users""" + _inherit = 'res.users' + + discount_control = fields.Boolean(string='Discount Control', default=False, + help='Which is used to identify isit ' + 'for discount control') + allow_discount = fields.Float(string='Allow Discount', + help='Allowed discount percentage') diff --git a/sale_order_discount_approval_odoo/models/sale_order.py b/sale_order_discount_approval_odoo/models/sale_order.py new file mode 100644 index 000000000..d69d8c903 --- /dev/null +++ b/sale_order_discount_approval_odoo/models/sale_order.py @@ -0,0 +1,87 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Shonima() +# +# 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 models, fields + + +class SaleOrderDiscount(models.Model): + _inherit = 'sale.order' + + state = fields.Selection( + selection_add=[('waiting_for_approval', 'Waiting For Approval'), + ('sale',)], + help="A new state is added when discount limit is exceeded by " + "salesperson") + approval_user_id = fields.Many2one('res.users', + string='Discount Approved By', + help='The discount Approver') + + def action_confirm(self): + """Method for confirming the sale order discount and sending mail for + the approvar if approval limit crossed""" + res = super(SaleOrderDiscount, self).action_confirm() + to_approve = False + discount_vals = self.order_line.mapped('discount') + approval_users = self.env.ref( + 'sale_order_discount_approval_odoo.group_approval_manager').users + user_discount = self.env.user.allow_discount + if self.env.user.discount_control: + for rec in discount_vals: + if rec > user_discount: + to_approve = True + break + if to_approve: + url = str(self.env["ir.config_parameter"].sudo().get_param( + "web.base.url")) + '/web#' + 'id=' + str( + self.id) + '&model=' + str(self._name) + '&view_type=form' + for user in approval_users: + mail_body = f"""" +

Hello,

+

New sale order {self.name} Created with Discount by + {self.env.user.name} + need your approval on it.

+

To Approve, Cancel Order, Click on the Following + Link: + Click Me +

+

Thank You.

""" + mail_values = { + 'subject': "'%s' Discount Approval Request" % (self.name), + 'body_html': mail_body, + 'email_to': user.partner_id.email, + 'model': 'sale.order', + } + template_id = self.env.ref( + 'sale_order_discount_approval_odoo.confirmation_mail_send' + ).id + template = self.env['mail.template'].browse(template_id) + template.sudo().send_mail(self.id, email_values=mail_values, + force_send=True) + self.state = 'waiting_for_approval' + return res + + def action_waiting_approval(self): + """Method for approving the sale order discount""" + self.approval_user_id = self.env.user.id + self.state = 'sale' diff --git a/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml b/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml new file mode 100644 index 000000000..aa952a901 --- /dev/null +++ b/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml @@ -0,0 +1,13 @@ + + + + + Sale 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+
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+ Community +
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+ Enterprise +
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+ Odoo.sh +
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+

+ Sale Order Discount Approval

+

+ Sale Order Discount Approval In Odoo15.

+ +
+
+ + + +
+
+

+ Overview +

+
+ +
+

+ In this module, there is a discount manager feature available in + the Settings. + Users have the ability to establish a discount limit for each + salesperson. + If a salesperson exceeds their designated discount limit, an + email notification is automatically sent to the discount + manager. + The manager can then choose to either approve or reject the + discount request.

+
+

+ +
+ + +
+
+

+ Features +

+
+ +
+
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+
+

+ We have the capability to designate a user as the Discount Approval Manager.

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+ +
+
+ +
+
+

+ We have the option to establish a discount limit for each salesperson.

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+ +
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+ +
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+

+ If a salesperson provides a discount exceeding the specified limit, a notification is dispatched to the Discount Approval Manager.

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+ +
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+

+ The manager has the authority to either approve or reject the discount request.

+
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+ + +
+ +
+
+

+ Screenshots +

+
+
+

+ Set A Discount Manager

+

+ We can set a User as Discount Approval Manager +

+ +
+
+

+ Discount Control

+

+ We can set discount limit for the salesperson. +

+ +
+ +
+

+ Direct Approval

+

+ If the salesperson gives discount within the limit , Salesperson can directly confirm the order. +

+ +
+
+

+ Approval Request.

+

+ If salesperson gives the discount exceeding the limit, salesperson needs to get Approval from Discount Approval Manager . +

+ +
+
+

+ Mail Notification.

+

+ A Mail notification is sent to Discount Approval Manager +

+ +
+
+

+ Approve the Request

+

+ Discount Approval Manager can either accept or cancel the request +

+ + +
+ + + +
+ +
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diff --git a/sale_order_discount_approval_odoo/view/res_users_views.xml b/sale_order_discount_approval_odoo/view/res_users_views.xml new file mode 100644 index 000000000..a7256e429 --- /dev/null +++ b/sale_order_discount_approval_odoo/view/res_users_views.xml @@ -0,0 +1,24 @@ + + + + + + res.users.view.form.inherit.sale.order.discount.approval.odoo + + res.users + + + + + + + + + + + + + + + diff --git a/sale_order_discount_approval_odoo/view/sale_order_views.xml b/sale_order_discount_approval_odoo/view/sale_order_views.xml new file mode 100644 index 000000000..6d8195bb5 --- /dev/null +++ b/sale_order_discount_approval_odoo/view/sale_order_views.xml @@ -0,0 +1,41 @@ + + + + + + sale.order.view.form.inherit.sale.order.discount.approval.odoo + + sale.order + + + +