Browse Source

[UPDT] Workflow updated

pull/206/merge
AjmalCybro 3 years ago
parent
commit
6fe76769e7
  1. 18
      multi_branch_base/models/branch_product_template.py
  2. 20
      multi_branch_base/models/branch_res_partner.py
  3. BIN
      multi_branch_base/static/description/assets/screenshots/hero.png
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      multi_branch_base/static/description/assets/screenshots/mb01.png
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      multi_branch_base/static/description/assets/screenshots/mb02.png
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      multi_branch_base/static/description/assets/screenshots/mb03.png
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      multi_branch_base/static/description/assets/screenshots/mb04.png
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      multi_branch_base/static/description/assets/screenshots/mb05.png
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      multi_branch_base/static/description/assets/screenshots/mb06.png
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      multi_branch_base/static/description/assets/screenshots/mb07.png
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      multi_branch_base/static/description/assets/screenshots/mb08.png
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      multi_branch_base/static/description/assets/screenshots/mb09.png
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      multi_branch_base/static/description/assets/screenshots/mb10.png
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      multi_branch_base/static/description/assets/screenshots/mb11.png
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      multi_branch_base/static/description/assets/screenshots/mb12.png
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      multi_branch_base/static/description/assets/screenshots/mb13.png
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      multi_branch_base/static/description/assets/screenshots/mb14.png
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      multi_branch_base/static/description/assets/screenshots/pos1.png
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      multi_branch_base/static/description/assets/screenshots/pos2.png
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      multi_branch_base/static/description/assets/screenshots/pos3.png
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      multi_branch_base/static/description/assets/screenshots/pos4.png
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      multi_branch_base/static/description/assets/screenshots/pos5.png
  23. 316
      multi_branch_base/static/description/index.html

18
multi_branch_base/models/branch_product_template.py

@ -28,8 +28,9 @@ class ProductTemplate(models.Model):
_inherit = 'product.template' _inherit = 'product.template'
branch_id = fields.Many2one("res.branch", string='Branch', store=True, branch_id = fields.Many2one("res.branch", string='Branch', store=True,
readonly=False, help='Leave this field empty if this product is'
compute="_compute_branch") ' shared between all branches'
)
allowed_branch_ids = fields.Many2many('res.branch', store=True, allowed_branch_ids = fields.Many2many('res.branch', store=True,
string="Allowed Branches", string="Allowed Branches",
compute='_compute_allowed_branch_ids') compute='_compute_allowed_branch_ids')
@ -38,16 +39,3 @@ class ProductTemplate(models.Model):
def _compute_allowed_branch_ids(self): def _compute_allowed_branch_ids(self):
for po in self: for po in self:
po.allowed_branch_ids = self.env.user.branch_ids.ids po.allowed_branch_ids = self.env.user.branch_ids.ids
@api.depends('company_id')
def _compute_branch(self):
for order in self:
company = self.env.company
so_company = order.company_id if order.company_id else self.env.company
branch_ids = self.env.user.branch_ids
branch = branch_ids.filtered(
lambda branch: branch.company_id == so_company)
if branch:
order.branch_id = branch.ids[0]
else:
order.branch_id = False

20
multi_branch_base/models/branch_res_partner.py

@ -28,10 +28,11 @@ class BranchPartner(models.Model):
_inherit = "res.partner" _inherit = "res.partner"
branch_id = fields.Many2one("res.branch", string='Branch', store=True, branch_id = fields.Many2one("res.branch", string='Branch', store=True,
readonly=False, help='Leave this field empty if the partner is'
compute="_compute_branch") ' shared between all branches'
)
allowed_branch_ids = fields.Many2many('res.branch', store=True, allowed_branch_ids = fields.Many2many('res.branch', store=True,
string="Allowed Branches", string="Branches",
compute='_compute_allowed_branch_ids') compute='_compute_allowed_branch_ids')
@api.depends('company_id') @api.depends('company_id')
@ -39,19 +40,6 @@ class BranchPartner(models.Model):
for po in self: for po in self:
po.allowed_branch_ids = self.env.user.branch_ids.ids po.allowed_branch_ids = self.env.user.branch_ids.ids
@api.depends('company_id')
def _compute_branch(self):
for order in self:
company = self.env.company
so_company = order.company_id if order.company_id else self.env.company
branch_ids = self.env.user.branch_ids
branch = branch_ids.filtered(
lambda branch: branch.company_id == so_company)
if branch:
order.branch_id = branch.ids[0]
else:
order.branch_id = False
@api.model @api.model
def default_get(self, default_fields): def default_get(self, default_fields):
"""Add the company of the parent as default if we are creating a """Add the company of the parent as default if we are creating a

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316
multi_branch_base/static/description/index.html

@ -26,11 +26,10 @@
style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;"> style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
<h1 <h1
style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;"> style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;">
Multi Branch Operations</h1> Multi Branch Operations Setup for Odoo POS</h1>
<p <p
style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;"> style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;">
Multiple Branch Unit Operation Setup for All Multi Branch Operations Setup for Odoo POS
Modules In Odoo
</p> </p>
<img src="./assets/screenshots/hero.png" class="img-responsive" width="100%" height="auto" /> <img src="./assets/screenshots/hero.png" class="img-responsive" width="100%" height="auto" />
</div> </div>
@ -111,12 +110,13 @@
<div class="col-mg-12 pl-3"> <div class="col-mg-12 pl-3">
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
Multi Branch module helps to manage the operations of multiple branches of a single company. This module helps to control multiple branches of a single
You can manage multiple branches and all the operations of different branches of in the Inventory, company on POS.Here a branch can be set for each POS.After
Accounting, Sales and Purchase applications by installing this single module. configuring a branch for a POS, then thereafter all the
After installing the module, the administrator can create multiple branches for the company by providing the details from operations related to the particular POS will be related with
Settings -> Users and Companies -> Branches. Allowed branches and default branch can be set for each user from the branch. This module requires the base Branch module.After
Settings -> Users and Companies -> Users. Once it is configured, the user can access the all branches which are allowed for the particular user. installing the base Branch module and POS Branch addon, the user
can implement the branch concept on Odoo POS.
</p> </p>
</div> </div>
@ -138,7 +138,7 @@
<h4 <h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Create Branches for the Company.</h4> Branch for POS.</h4>
</div> </div>
</div> </div>
@ -151,7 +151,7 @@
<h4 <h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch for User.</h4> Branch for POS Orders.</h4>
</div> </div>
</div> </div>
@ -164,7 +164,7 @@
<h4 <h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Product.</h4> Branch for POS Session .</h4>
</div> </div>
</div> </div>
@ -177,7 +177,7 @@
<h4 <h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Partner.</h4> Branch on Receipt.</h4>
</div> </div>
</div> </div>
@ -190,137 +190,7 @@
<h4 <h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Journal.</h4> Branch Wise Report.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Account.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Customer Vendor Payments.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Customer Invoice.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Vendor Bill.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Warehouse.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Operation Types.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on transfer.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Sales flow.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Purchase flow.</h4>
</div>
</div>
<div class="col-md-6 pl-3 pt-3 d-flex">
<div>
<img src="assets/icons/check.png">
</div>
<div>
<h4
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch on Reports.</h4>
</div> </div>
</div> </div>
@ -338,190 +208,62 @@
<div class="col-lg-12 my-2"> <div class="col-lg-12 my-2">
<h4 class="my-2" <h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Branch Creation</h4> Branch for POS</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Administrator can create Branches for the
company from Settings -> Users & Companies -> Branches -> Create
</p>
<img src="assets/screenshots/mb01.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Allowed & Default Branch</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Allowed branches and default branch can be set for each user.
The showing Branches will be based on the allowed Companies
for the particular user
</p>
<img src="assets/screenshots/mb02.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Product</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Branch can be set for products.
If a product is shared between branches then it is suggested to
keep branch field as empty
</p>
<img src="assets/screenshots/mb03.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Partners</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Branch can be set for partners
</p>
<img src="assets/screenshots/mb04.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Journal</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Branch for Journals
</p>
<img src="assets/screenshots/mb05.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Chart of Accounts</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Branch for Chart of Accounts
</p>
<img src="assets/screenshots/mb06.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Warehouse</h4>
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
Branch can be set for Warehouse User can create POS and set a branch for the POS.
</p> </p>
<img src="assets/screenshots/mb07.png" class="img-responsive img-thumbnail border" width="100%" <img src="assets/screenshots/pos1.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" /> height="auto" />
</div> </div>
<div class="col-lg-12 my-2"> <div class="col-lg-12 my-2">
<h4 class="my-2" <h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Operation Types</h4> Branch for POS Sessions</h4>
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
When a Warehouse is created the corresponding operation types for the Branch is added for POS Sessions.This will be updated based on the branch set for POS.
Warehouse will be automatically created.If the particular Warehouse
have a Branch, then the same Branch will be set for the operation
types too.
</p> </p>
<img src="assets/screenshots/mb08.png" class="img-responsive img-thumbnail border" width="100%" <img src="assets/screenshots/pos2.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" /> height="auto" />
</div> </div>
<div class="col-lg-12 my-2"> <div class="col-lg-12 my-2">
<h4 class="my-2" <h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Purchase Order</h4> Branch for POS Order</h4>
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
For the newly created PO branch will be set based on the user. For every POS order created Branch is registered.This will be the same branch set for the POS.
</p> </p>
<img src="assets/screenshots/mb09.png" class="img-responsive img-thumbnail border" width="100%" <img src="assets/screenshots/pos3.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" /> height="auto" />
</div> </div>
<div class="col-lg-12 my-2"> <div class="col-lg-12 my-2">
<h4 class="my-2" <h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Receipt</h4> Branch on Receipt</h4>
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
The receipt will be created once PO is confirmed.Here Destination Location and Branch will be set based on the Purchase Order Branch. Branch is shown in the Receipt
</p> </p>
<img src="assets/screenshots/mb10.png" class="img-responsive img-thumbnail border" width="100%" <img src="assets/screenshots/pos4.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" /> height="auto" />
</div> </div>
<div class="col-lg-12 my-2"> <div class="col-lg-12 my-2">
<h4 class="my-2" <h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Bill</h4> Branch wise report</h4>
<p <p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;"> style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
After validating the Receipt Vendor Bill can be created from the PO.For the created Bill Branch will be set as the branch selected for the PO Branch wise POS Order report can be achieved.
and Journal will be set accordingly.
</p> </p>
<img src="assets/screenshots/mb11.png" class="img-responsive img-thumbnail border" width="100%" <img src="assets/screenshots/pos5.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" /> height="auto" />
</div> </div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Sale Order</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
On creating a new quotation/sale order the default branch set for
the user is set as the branch for the same if only one branch is allowed for the user.The warehouse used will
be the warehouse of the same branch.
</p>
<img src="assets/screenshots/mb12.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Delivery Order</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
On confirming a sale order the corresponding delivery order will be
created.The branch selected for the sale order will be populated as
the branch for the delivery order.Also the source location is
set accordingly.
</p>
<img src="assets/screenshots/mb13.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
<div class="col-lg-12 my-2">
<h4 class="my-2"
style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
Invoice</h4>
<p
style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
For the invoice created for the sale order the branch will be set
based on the sale order.Here the journals are also set
based on the selected branch.If there is no available sales journal,
then the user can't create the invoice
</p>
<img src="assets/screenshots/mb14.png" class="img-responsive img-thumbnail border" width="100%"
height="auto" />
</div>
</div> </div>

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