@ -0,0 +1,50 @@ |
|||||
|
.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg |
||||
|
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
||||
|
:alt: License: AGPL-3 |
||||
|
|
||||
|
Sales Order Double Approval |
||||
|
=========================== |
||||
|
This module helps to set two separate approvals process for a sale order to ensure accuracy and compliance. |
||||
|
|
||||
|
Configuration |
||||
|
============= |
||||
|
* No additional configurations needed |
||||
|
|
||||
|
Company |
||||
|
------- |
||||
|
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
||||
|
|
||||
|
License |
||||
|
------- |
||||
|
Affero General Public License, v3.0 (AGPL v3) |
||||
|
(https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
||||
|
|
||||
|
Credits |
||||
|
------- |
||||
|
* Developers : (V15) Mufeeda P P, |
||||
|
(V16) Ajith V, |
||||
|
(V17) Ajith V, |
||||
|
(V18) Aysha Shalin |
||||
|
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 <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Further information |
||||
|
=================== |
||||
|
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
from . import models |
@ -0,0 +1,49 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
{ |
||||
|
'name': 'Sales Order Double Approval', |
||||
|
'version': '18.0.1.0.0', |
||||
|
'category': 'Sales', |
||||
|
'summary': """This module helps to set two separate approvals process for a |
||||
|
sale order to ensure accuracy and compliance.""", |
||||
|
'description': """This module enables a process where a sale order must be |
||||
|
reviewed and approved by two separate individuals or departments before it |
||||
|
is finalized. This is implemented to ensure accuracy, compliance, and |
||||
|
reduce the risk of errors and fraud in sales transactions. """, |
||||
|
'author': 'Cybrosys Techno Solutions', |
||||
|
'company': 'Cybrosys Techno Solutions', |
||||
|
'maintainer': 'Cybrosys Techno Solutions', |
||||
|
'website': 'https://www.cybrosys.com/', |
||||
|
'depends': ['base', 'sale_management'], |
||||
|
'data': [ |
||||
|
'views/res_company_views.xml', |
||||
|
'views/res_config_settings_views.xml', |
||||
|
'views/sale_order_views.xml' |
||||
|
], |
||||
|
'images': [ |
||||
|
'static/description/banner.jpg', |
||||
|
], |
||||
|
'license': 'AGPL-3', |
||||
|
'installable': True, |
||||
|
'auto_install': False, |
||||
|
'application': False, |
||||
|
} |
@ -0,0 +1,6 @@ |
|||||
|
## Module <sales_order_double_approval> |
||||
|
|
||||
|
#### 02.01.2025 |
||||
|
#### Version 18.0.1.0.0 |
||||
|
##### ADD |
||||
|
- Initial commit for Sales Order Double Approval |
@ -0,0 +1,24 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
from . import res_company |
||||
|
from . import res_config_settings |
||||
|
from . import sale_order |
@ -0,0 +1,33 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class ResCompany(models.Model): |
||||
|
""" Inheriting res.company model to add custom field """ |
||||
|
_inherit = 'res.company' |
||||
|
|
||||
|
so_double_validation = fields.Boolean( |
||||
|
string="Sale Order Approval", |
||||
|
help="Enable this option to require double validation for sale orders. " |
||||
|
"When enabled, sale orders exceeding a specified minimum amount " |
||||
|
"will require approval by a sales manager.") |
@ -0,0 +1,63 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
from odoo import api, fields, models |
||||
|
|
||||
|
|
||||
|
class ResConfigSettings(models.TransientModel): |
||||
|
""" Inheriting the settings to add custom fields """ |
||||
|
_inherit = 'res.config.settings' |
||||
|
|
||||
|
so_approval = fields.Boolean( |
||||
|
string="Sale Order Approval", |
||||
|
help="Enable this option to require double validation for sale orders. " |
||||
|
"When enabled, sale orders exceeding the specified minimum amount " |
||||
|
"will require approval by a sales manager." |
||||
|
) |
||||
|
so_min_amount = fields.Monetary( |
||||
|
string="Minimum Amount", |
||||
|
help="Specify the minimum amount that triggers the double validation " |
||||
|
"for sale orders. Sale orders exceeding this amount will require " |
||||
|
"approval by a sales manager." |
||||
|
) |
||||
|
|
||||
|
@api.model |
||||
|
def get_values(self): |
||||
|
""" Override to get the values of the custom fields from the |
||||
|
'ir.config_parameter' model. """ |
||||
|
res = super(ResConfigSettings, self).get_values() |
||||
|
res['so_approval'] = self.env['ir.config_parameter'].sudo().get_param( |
||||
|
"sales_order_double_approval.so_approval", default="") |
||||
|
res['so_min_amount'] = self.env['ir.config_parameter'].sudo().get_param( |
||||
|
"sales_order_double_approval.so_min_amount", default="") |
||||
|
return res |
||||
|
|
||||
|
@api.model |
||||
|
def set_values(self): |
||||
|
""" Override to set the values of the custom fields in the |
||||
|
'ir.config_parameter' model. """ |
||||
|
self.env['ir.config_parameter'].set_param( |
||||
|
"sales_order_double_approval.so_approval", |
||||
|
self.so_approval or '') |
||||
|
self.env['ir.config_parameter'].set_param( |
||||
|
"sales_order_double_approval.so_min_amount", |
||||
|
self.so_min_amount or '') |
||||
|
super(ResConfigSettings, self).set_values() |
@ -0,0 +1,56 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################### |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Aysha Shalin (odoo@cybrosys.com) |
||||
|
# |
||||
|
# You can modify it under the terms of the GNU AFFERO |
||||
|
# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
||||
|
# |
||||
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
||||
|
# (AGPL v3) along with this program. |
||||
|
# If not, see <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################### |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class SaleOrder(models.Model): |
||||
|
""" Inheriting sale.order to add new state """ |
||||
|
_inherit = 'sale.order' |
||||
|
|
||||
|
state = fields.Selection(selection_add= |
||||
|
[('to_approve', 'To Approve'), |
||||
|
('sent',)], ondelete={'to_approve': 'cascade'}) |
||||
|
|
||||
|
def button_approve(self): |
||||
|
""" Method to approve the sale order and change its state to 'sale' """ |
||||
|
self.write({'state': 'sale'}) |
||||
|
|
||||
|
def action_confirm(self): |
||||
|
""" Override to add double validation logic based on company settings. |
||||
|
Confirms the sale order if conditions are met, otherwise sets state to |
||||
|
'to_approve'. """ |
||||
|
res = super(SaleOrder, self).action_confirm() |
||||
|
if self.company_id.so_double_validation: |
||||
|
if self.env['ir.config_parameter'].sudo().get_param( |
||||
|
'sales_order_double_approval.so_approval'): |
||||
|
if self.amount_total > float( |
||||
|
self.env['ir.config_parameter'].sudo().get_param( |
||||
|
'sales_order_double_approval.so_min_amount')): |
||||
|
if self.env.user.has_group('sales_team.group_sale_manager'): |
||||
|
self.state = 'sale' |
||||
|
else: |
||||
|
self.state = 'to_approve' |
||||
|
return res |
||||
|
|
||||
|
def action_cancel(self): |
||||
|
""" Method to cancel the sale order and change state into 'cancel' """ |
||||
|
self.state = 'cancel' |
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@ -0,0 +1,17 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!-- It adds a new field 'so_double_validation' after the 'favicon' field. |
||||
|
This is used to enable double validation for sale orders within the company settings. --> |
||||
|
<record id="view_company_form" model="ir.ui.view"> |
||||
|
<field name="name"> |
||||
|
res.company.form.view.inherit.sales.order.double.approval |
||||
|
</field> |
||||
|
<field name="model">res.company</field> |
||||
|
<field name="inherit_id" ref="base.view_company_form"/> |
||||
|
<field name="arch" type="xml"> |
||||
|
<xpath expr="//field[@name='color']" position="after"> |
||||
|
<field name="so_double_validation"/> |
||||
|
</xpath> |
||||
|
</field> |
||||
|
</record> |
||||
|
</odoo> |
@ -0,0 +1,30 @@ |
|||||
|
<odoo> |
||||
|
<!-- It adds a section for Sale Order Approval settings, allowing users to configure whether sale orders |
||||
|
require manager approval above a certain minimum amount. --> |
||||
|
<record id="res_config_settings_view_form" model="ir.ui.view"> |
||||
|
<field name="name"> |
||||
|
res.config.settings.form.view.inherit.sales.order.double.approval |
||||
|
</field> |
||||
|
<field name="model">res.config.settings</field> |
||||
|
<field name="inherit_id" ref="base.res_config_settings_view_form"/> |
||||
|
<field name="arch" type="xml"> |
||||
|
<xpath expr="//app[@name='sale_management']//block[@id='pricing_setting_container']" |
||||
|
position="after"> |
||||
|
<block title="Sale Order Approval" |
||||
|
id="sale_order_approval_setting_container"> |
||||
|
<setting id="so_approval" help="Request managers to approve orders above a |
||||
|
minimum amount"> |
||||
|
<field name="so_approval"/> |
||||
|
<div class="content-group" invisible="not so_approval"> |
||||
|
<div class="mt16"> |
||||
|
<label for="so_min_amount"/> |
||||
|
<field name="so_min_amount" |
||||
|
style="margin-left: 10px;"/> |
||||
|
</div> |
||||
|
</div> |
||||
|
</setting> |
||||
|
</block> |
||||
|
</xpath> |
||||
|
</field> |
||||
|
</record> |
||||
|
</odoo> |
@ -0,0 +1,25 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!-- It adds 'Approve' and 'Cancel' buttons next to the 'Send by Email' button in the sale |
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|
order form. These buttons are intended for use by sales managers to approve or cancel sale orders. --> |
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|
<record id="view_order_form" model="ir.ui.view"> |
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|
<field name="name"> |
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|
sale.order.form.view.inherit.sales.order.double.approval |
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</field> |
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|
<field name="model">sale.order</field> |
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|
<field name="inherit_id" ref="sale.view_order_form"/> |
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|
<field name="arch" type="xml"> |
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|
<xpath expr="//button[@name='action_quotation_send']" |
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|
position="after"> |
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|
<button name="button_approve" string="Approve" |
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|
class="oe_highlight" type="object" |
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|
invisible="state not in 'to_approve'" |
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|
groups="sales_team.group_sale_manager"/> |
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|
<button name="action_cancel" string="Cancel" |
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|
class="oe_highlight" type="object" |
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|
invisible="state not in 'to_approve'" |
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|
groups="sales_team.group_sale_manager"/> |
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|
</xpath> |
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|
</field> |
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|
</record> |
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|
</odoo> |