diff --git a/account_payment_approval/README.rst b/account_payment_approval/README.rst new file mode 100644 index 000000000..9399d6dca --- /dev/null +++ b/account_payment_approval/README.rst @@ -0,0 +1,53 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-green.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Payment Approvals +================= +Enables to use the approval feature in customer and vendor payments. + +Configuration +============= +- No additional configuration required + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.odoo.com/documentation/user/16.0/legal/licenses/licenses.html) + +Credits +======= +Developer: + (v13) Mashood K U, + (v14) Minhaj T @ cybrosys, + (v15) Mohammed Shahil M P T, + (v16) Neenu Merlin Jose, + (v17) Jumana Haseen, + (v18) Nivedhya T, +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/account_payment_approval/__init__.py b/account_payment_approval/__init__.py new file mode 100644 index 000000000..6eeac8379 --- /dev/null +++ b/account_payment_approval/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-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/account_payment_approval/__manifest__.py b/account_payment_approval/__manifest__.py new file mode 100644 index 000000000..3c9a27d14 --- /dev/null +++ b/account_payment_approval/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-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': 'Payment Approvals', + 'version': '18.0.1.0.0', + 'category': 'Accounting', + 'summary': """ This modules Enables to use the approval feature in + customer and vendor payments.""", + 'description': """This modules enables approval feature in the payment. + as Approval stage .Approval feature can be applied based on the given + amount. """, + 'author': ' Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base','account'], + 'data': [ + 'views/res_config_settings_views.xml', + 'views/account_payment_views.xml', + ], + 'license': 'LGPL-3', + 'images': ['static/description/banner.png'], + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/account_payment_approval/doc/RELEASE_NOTES.md b/account_payment_approval/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..ad4e67221 --- /dev/null +++ b/account_payment_approval/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 26.03.2025 +#### Version 18.0.1.0.0 +##### ADD + +- Initial commit for Payment Approvals diff --git a/account_payment_approval/models/__init__.py b/account_payment_approval/models/__init__.py new file mode 100644 index 000000000..ab6fee7ef --- /dev/null +++ b/account_payment_approval/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-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 account_payment +from . import res_config_settings diff --git a/account_payment_approval/models/account_payment.py b/account_payment_approval/models/account_payment.py new file mode 100644 index 000000000..cc76724d5 --- /dev/null +++ b/account_payment_approval/models/account_payment.py @@ -0,0 +1,139 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-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 ValidationError, UserError + + +class AccountPayment(models.Model): + """This class inherits model "account.payment" and adds required fields """ + _inherit = "account.payment" + _inherits = {'account.move': 'move_id'} + + + state = fields.Selection(selection_add=[ + ('waiting_approval', 'Waiting For Approval'), + ('approved', 'Approved'), + ],ondelete={'waiting_approval': 'set default','approved': 'set default'}, tracking=True) + + def _compute_is_approve_person(self): + """This function fetches the value of the + 'account_payment_approval.payment_approval' parameter using the + get_param method and converts to integer, it checks if the current + user's ID matches the ID stored in the 'approval_user_id' + parameter. If both conditions are met, it sets the is_approve_person + field to True""" + approval = self.env['ir.config_parameter'].sudo().get_param( + 'account_payment_approval.payment_approval') + approver_id = int(self.env['ir.config_parameter'].sudo().get_param( + 'account_payment_approval.approval_user_id')) + self.is_approve_person = True if (self.env.user.id == approver_id and + approval) else False + + is_approve_person = fields.Boolean(string='Approving Person', + compute=_compute_is_approve_person, + readonly=True, + help="Enable/disable if approving" + " person.") + + def action_post(self): + """Overwrites the _post() to validate the payment in the 'approved' + stage too. + currently Odoo allows payment posting only in draft stage.""" + validation = self._check_payment_approval() + if validation: + if self.state in ( + 'posted', 'cancel', 'waiting_approval', 'rejected'): + raise UserError( + _("Only a draft or approved payment can be posted.")) + if any(inv.state != 'posted' for inv in + self.reconciled_invoice_ids): + raise ValidationError(_("The payment cannot be processed " + "because the invoice is not open!")) + if self.move_id: + self.move_id._post(soft=False) + self.state = 'paid' + + def _check_payment_approval(self): + """This function checks the payment approval if payment_amount grater + than amount,then state changed to waiting_approval """ + self.ensure_one() + if self.state == "draft": + first_approval = self.env['ir.config_parameter'].sudo().get_param( + 'account_payment_approval.payment_approval') + if first_approval: + amount = float(self.env['ir.config_parameter'].sudo().get_param( + 'account_payment_approval.approval_amount')) + payment_currency_id = int( + self.env['ir.config_parameter'].sudo().get_param( + 'account_payment_approval.approval_currency_id')) + payment_amount = self.amount + if payment_currency_id: + if (self.currency_id and + self.currency_id.id != payment_currency_id): + currency_id = self.env['res.currency'].browse( + payment_currency_id) + payment_amount = (self.currency_id._convert( + self.amount, currency_id, self.company_id, + self.date or fields.Date.today(), round=True)) + if payment_amount > amount: + debit_account = self.outstanding_account_id.id + credit_account = self.destination_account_id.id + + move_lines_vals = [ + { + 'move_id': self.move_id.id, + 'account_id': debit_account, + 'partner_id': self.partner_id.id, + 'currency_id': self.currency_id.id, + 'debit': payment_amount, + 'credit': 0, + }, + { + 'move_id': self.move_id.id, + 'account_id': credit_account, + 'partner_id': self.partner_id.id, + 'currency_id': self.currency_id.id, + 'debit': 0, + 'credit': payment_amount, + } + ] + self.env['account.move.line'].create(move_lines_vals) + self.write({ + 'state': 'waiting_approval' + }) + return False + return True + + def approve_transfer(self): + """This function changes state to approved state if approving person + approves payment""" + if self.is_approve_person: + self.write({ + 'state': 'approved' + }) + + def reject_transfer(self): + """This function changes state to rejected state if approving person + reject approval""" + self.write({ + 'state': 'rejected' + }) diff --git a/account_payment_approval/models/res_config_settings.py b/account_payment_approval/models/res_config_settings.py new file mode 100644 index 000000000..460c17ec8 --- /dev/null +++ b/account_payment_approval/models/res_config_settings.py @@ -0,0 +1,64 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2025-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 ResConfigSettings(models.TransientModel): + """This class inherits the model 'res.config.settings' and adds + required fields""" + _inherit = 'res.config.settings' + + def _get_account_manager_ids(self): + """This function gets all the records of 'res.users' and + it filters the 'res.users' records to select only those users + who belong to the 'account.group_account_manager' group.""" + account_manager_ids = self.env['res.users'].search([ + ('groups_id', 'in', self.env.ref('account.group_account_manager').id) + ]) + return [('id', 'in', account_manager_ids.ids)] + payment_approval = fields.Boolean(string='Payment Approval', + config_parameter='account_payment_' + 'approval.payment_' + 'approval', + help="Enable/disable payment" + " approval to approve for payment " + "if needed.") + approval_user_id = fields.Many2one('res.users', + string="Payment Approving person", + required=False, + domain=_get_account_manager_ids, + config_parameter='account_payment_' + 'approval.approval_' + 'user_id', + help="Select the payment approving " + "person.") + approval_amount = fields.Float( + string='Minimum Approval Amount', + config_parameter='account_payment_approval.approval_amount', + help="If amount is 0.00, All the payments go through approval.") + approval_currency_id = fields.Many2one('res.currency', + string='Approval Currency', + config_parameter='account_payment_' + 'approval.approval_' + 'currency_id', + help="Converts the payment amount" + " to this currency if chosen.") diff --git a/account_payment_approval/static/description/assets/cybro-icon.png 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+
+

+ Enables to use the approval feature in + customer and vendor payments. +

+

Payment Approvals +

+
+
+ +
+ +
+ +
+
+
+ +
+
+ +
+
+ +
+
+
+

Key + Heighlights

+
+
+
+
+ +
+
+ Approval stage in payment. +
+

+

+
+
+
+
+
+ +
+
+ Approval feature can + be applied based on the given amount. +
+

+

+
+
+
+
+
+ +
+
+ Currency wise amount specification. +
+

+

+
+
+
+
+ +
+
+
+ Payment Approvals +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
+
+ +
+
+
+ + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ Payment Approval + + Settings +

+
+
+

+ Navigate to Settings --> Invoicing --> Payment Approval.

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Enable Payment + + Approval +

+
+
+

+ Enable Payment Approval and fill the fields. +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Payment + Approval + + +

+
+
+

+ If the user creates a payment exceeding the amount specified in the + Payment Approval settings, it will be go through the payment + approval process +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Approve or Reject + + request. +

+
+
+

+ The approver can either approve or reject the request. +

+
+
+
+ +
+
+
+
+
+
+
+
+
+

+ Filter Payment Records by + Status +

+
+
+

+ The user can filter payment records by 'Waiting for Approval', + 'Approved', and 'Rejected' status. +

+
+
+
+ +
+
+
+
+
+
+
+
+ +
+
+
+
+ +
+

+ Approval stage in payment. Enable/disable payment approval from the + settings.Currency wise + amount specification.

+
+ +
+
+
+
+
+
+ +
+

+ Currency wise amount specification.

+
+ +
+
+
+
+
+
+
+
+
+ +
+ +
+ +
+

+ You can enable the Payment Approval + feature by installing the relevant + module from the Odoo Apps menu. + Once installed, you can configure + approval settings in the Accounting module. +

+
+
+ +
+ +
+
+
+
+
+
+ +
+
+

+ Latest Release 18.0.1.0.0 +

+ + 17th February, 2025 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • +
+
+
+
+
+
+
+
+
+
+ + + +
+

+ Related Products +

+ +
+ +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/account_payment_approval/views/account_payment_views.xml b/account_payment_approval/views/account_payment_views.xml new file mode 100644 index 000000000..125956d27 --- /dev/null +++ b/account_payment_approval/views/account_payment_views.xml @@ -0,0 +1,44 @@ + + + + + account.payment.view.form.inherit.account.payment.approval + account.payment + + + +