diff --git a/customer_supplier_approval/README.rst b/customer_supplier_approval/README.rst new file mode 100644 index 000000000..3530c2856 --- /dev/null +++ b/customer_supplier_approval/README.rst @@ -0,0 +1,45 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Customer/Supplier Approval +======================= +* Customer/Supplier Approval for Odoo 15 + +Installation +============ + - www.odoo.com/documentation/15.0/setup/install.html + - Install our custom addon + +License +======= +GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) +(http://www.gnu.org/licenses/agpl.html) + +Company +------- +* 'Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: v15.0 Saleekha, odoo@cybrosys.com + + + +Contacts +-------- +* Mail Contact : odoo@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 +========== +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ diff --git a/customer_supplier_approval/__init__.py b/customer_supplier_approval/__init__.py new file mode 100644 index 000000000..e51e84e70 --- /dev/null +++ b/customer_supplier_approval/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +from . import models diff --git a/customer_supplier_approval/__manifest__.py b/customer_supplier_approval/__manifest__.py new file mode 100644 index 000000000..43220cea8 --- /dev/null +++ b/customer_supplier_approval/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +{ + 'name': 'Customer/Supplier Approval', + 'version': '15.0.1.0.0', + 'summary': """ This module allows Users to validate or approve customers """, + 'description': """By this module, you can grant access to users to validate + or approve partners. Then you will be able to select only + approved partners on sales orders, purchase orders, + invoices, bills or delivery orders.""", + 'category': 'Extra Tools', + 'author': ' Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'contacts', 'stock', 'sale_management', 'account', + 'purchase', ], + 'data': [ + 'security/security.xml', + 'security/ir.model.access.csv', + 'views/res_partner_views.xml', + 'views/account_move_views.xml', + ], + 'license': 'AGPL-3', + 'images': ['static/description/banner.png'], + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/customer_supplier_approval/doc/RELEASE_NOTES.md b/customer_supplier_approval/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..9c4aadf7a --- /dev/null +++ b/customer_supplier_approval/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 18.2.2023 +#### Version 15.0.1.0.0 +##### ADD +- Initial Commit for Customer/Supplier Approval diff --git a/customer_supplier_approval/models/__init__.py b/customer_supplier_approval/models/__init__.py new file mode 100644 index 000000000..05418d0cf --- /dev/null +++ b/customer_supplier_approval/models/__init__.py @@ -0,0 +1,25 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +from . import res_partner +from . import purchase_order +from . import stock_picking +from . import sale_order diff --git a/customer_supplier_approval/models/purchase_order.py b/customer_supplier_approval/models/purchase_order.py new file mode 100644 index 000000000..e86534cfe --- /dev/null +++ b/customer_supplier_approval/models/purchase_order.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +from odoo import fields, models + + +class PurchaseOrder(models.Model): + """ + add domain value for inherited fields + """ + _inherit = 'purchase.order' + partner_id = fields.Many2one("res.partner", + domain="[('state', '=', 'approved')]", + help="We can see the approved partner here") diff --git a/customer_supplier_approval/models/res_partner.py b/customer_supplier_approval/models/res_partner.py new file mode 100644 index 000000000..f391931ff --- /dev/null +++ b/customer_supplier_approval/models/res_partner.py @@ -0,0 +1,64 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + + +from odoo import fields, models + + +class ResPartner(models.Model): + """ + This class inherited to add some extra fields and functions in the + Partner + """ + _inherit = 'res.partner' + + customer_supplier_id = fields.Char(string="ID", + domain="[('state', '=', 'validated')]", + help="Unique id for partners") + hide_button = fields.Boolean(default=False, + help="This boolean field is used to hide the approve button") + hide_button_validate = fields.Boolean(default=False, + help="This boolean field is used to hide the Validate button") + state = fields.Selection([ + ('draft', 'Draft'), + ('validated', 'Validated'), + ('approved', 'Approved'), + ], default='draft', help="The states are in Draft,Validated and Approved") + _sql_constraints = [ + ('id_uniq', 'unique (customer_supplier_id)', 'The partner id unique !') + ] + + def action_validate(self): + """ + customer or supplier can validate + """ + for rec in self: + rec.hide_button_validate = True + rec.write({'state': 'validated'}) + + def action_approve(self): + """ + customer or supplier can Approve + """ + for rec in self: + rec.state = 'validated' + rec.hide_button = True + rec.write({'state': 'approved'}) diff --git a/customer_supplier_approval/models/sale_order.py b/customer_supplier_approval/models/sale_order.py new file mode 100644 index 000000000..6b92a73f1 --- /dev/null +++ b/customer_supplier_approval/models/sale_order.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +from odoo import fields, models + + +class SaleOrder(models.Model): + """ + add domain value for inherited fields + """ + _inherit = 'sale.order' + partner_id = fields.Many2one("res.partner", + domain="[('state', '=', 'approved')]", + help="We can see the approved partner here") diff --git a/customer_supplier_approval/models/stock_picking.py b/customer_supplier_approval/models/stock_picking.py new file mode 100644 index 000000000..84bfde994 --- /dev/null +++ b/customer_supplier_approval/models/stock_picking.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: 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 . +# +############################################################################# + +from odoo import fields, models + + +class StockPicking(models.Model): + """ + add domain value for inherited fields + """ + _inherit = 'stock.picking' + partner_id = fields.Many2one("res.partner", + domain="[('state', '=', 'approved')]", + help="We can see the approved partner here") diff --git a/customer_supplier_approval/security/ir.model.access.csv b/customer_supplier_approval/security/ir.model.access.csv new file mode 100644 index 000000000..4065b4e79 --- /dev/null +++ b/customer_supplier_approval/security/ir.model.access.csv @@ -0,0 +1,3 @@ +id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink +access_res_partner_first,res.partner,model_res_partner,customer_supplier_approval.group_validation,1,1,1,1 +access_res_partner_second,res.partner,model_res_partner,customer_supplier_approval.group_approval,1,1,1,1 diff --git a/customer_supplier_approval/security/security.xml b/customer_supplier_approval/security/security.xml new file mode 100644 index 000000000..3c67f5783 --- /dev/null +++ b/customer_supplier_approval/security/security.xml @@ -0,0 +1,19 @@ + + + + + Partner Approval and Validation + User access level for validating and approving + 10 + + + + Allow validate partner + + + + + Allow approve partner + + + diff --git a/customer_supplier_approval/static/description/assets/icons/check.png b/customer_supplier_approval/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/customer_supplier_approval/static/description/assets/icons/check.png differ diff --git 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+ Customer/Supplier Approval

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+ Allows Users to validate or approve customers +

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+ Overview +

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+ In this module, you can give access for users to validate and approve + when creating a new customer Only approved customers will be listed on + sale orders, purchase orders, delivery orders, customer invoices, etc. + When choosing the partner dropdown menu.

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+ Features +

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+ Community Support

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+ Available in Odoo 15.0 Community .

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+ Easily can set approval or validation of Customer/Supplier accesses user-wise.

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+ Screenshots +

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+ Validate button access for user

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+ Go to Settings > Users there you can see under Access Right tab you can enable 'Allow validate Partner' under + Approval and Validation category

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+ Add Validate button and statusbar in the customer form view

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+ Click on 'Validate' button user can validate the customer ,then the state will change from draft to validate. +

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+ Approve button access for user

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+ Go to Settings > Users there you can see under Access Right tab you can enable 'Allow approve Partner' under + Approval and Validation category

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+

+ Add Approve button in customer form view

+

+ Click on 'Approve' button user can approve the customer ,then the state will change from validate to approve.User + can also generate an Id for customer +

+ +
+ +
+

+ Filter Kanban Customer

+

+ You can filter the state quickly from kanban customer. +

+ +
+ +
+

+ Group by Kanban Customer

+

+ You can group by the state quickly from kanban customer. +

+ +
+ + +
+

+ Sale order form view

+

+ when creating a sale order only approved customers will be listed in the customer dropdown +

+ +
+ +
+

+ Purchase order form view

+

+ when creating a purchase order only approved vendors will be listed in the vendor dropdown +

+ +
+ +
+

+ Customer invoice form view

+

+ when creating a customer invoice only approved customers will be listed in the customer dropdown +

+ +
+ +
+

+ Inventory form view

+

+ when creating a delivery order only approved partners will be listed in the partner dropdown +

+ +
+ + + + +
+
+

Suggested Products

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

Our Services

+
+
+ +
+
+ +
+
+ Odoo + Customization
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Support
+
+ + +
+
+ +
+
+ Hire + Odoo + Developer
+
+ +
+
+ +
+
+ Odoo + Integration
+
+ +
+
+ +
+
+ Odoo + Migration
+
+ + +
+
+ +
+
+ Odoo + Consultancy
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Licensing Consultancy
+
+
+
+ + + +
+
+
+

Our Industries

+
+
+ +
+
+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
+ +
+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+ +
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+ +
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+ +
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

+
+
+ +
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+ +
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+ +
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

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

Need Help?

+
+
+
+ + +
+ +
+ + +
+ +
+ +
+ +
+
+ +
+ +
+ +
+
+ +
+
+
+ +
+ + + + + + + + + \ No newline at end of file diff --git a/customer_supplier_approval/views/account_move_views.xml b/customer_supplier_approval/views/account_move_views.xml new file mode 100644 index 000000000..c5ab4d9ad --- /dev/null +++ b/customer_supplier_approval/views/account_move_views.xml @@ -0,0 +1,17 @@ + + + + + account.move.view.form.inherit.validate + + account.move + + + + [('type', '!=', 'private'), ('company_id', 'in', (False, company_id)),('state', '=', 'approved')] + + + + + + \ No newline at end of file diff --git a/customer_supplier_approval/views/res_partner_views.xml b/customer_supplier_approval/views/res_partner_views.xml new file mode 100644 index 000000000..4554a5a44 --- /dev/null +++ b/customer_supplier_approval/views/res_partner_views.xml @@ -0,0 +1,65 @@ + + + + + res.partner.view.form.inherit.validate + res.partner + + + +
+
+
+ + + + + +
+
+ + + res.partner.view.kanban.inherit.approved + res.partner + + + + + + + + + + + + res.partner.inherit.search.approved + res.partner + + + + + + + + + +
+
\ No newline at end of file