diff --git a/account_budget_limit_alert/README.rst b/account_budget_limit_alert/README.rst new file mode 100755 index 000000000..ff7d1496a --- /dev/null +++ b/account_budget_limit_alert/README.rst @@ -0,0 +1,46 @@ +.. 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 + +Account Budget Limit Alert +========================== +This application enables you to issue warnings and alerts when purchase orders exceed the budget. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +* Developer:(V17) Unnimaya C O, 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_budget_limit_alert/__init__.py b/account_budget_limit_alert/__init__.py new file mode 100755 index 000000000..097bdb395 --- /dev/null +++ b/account_budget_limit_alert/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-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_budget_limit_alert/__manifest__.py b/account_budget_limit_alert/__manifest__.py new file mode 100755 index 000000000..abe32b385 --- /dev/null +++ b/account_budget_limit_alert/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-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': "Account Budget Limit Alert", + 'version': '17.0.1.0.0', + 'category': 'Accounting', + 'summary': """This Application Enables You to Issue Warnings and Alerts + When Purchase Orders Exceed the Budget.""", + 'description': """Empowers you to issue timely warnings and alerts + whenever purchase orders surpass the allocated budget, ensuring financial + oversight and control.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['base_accounting_kit'], + 'data': [ + 'views/crossovered_budget_views.xml', + 'views/account_move_views.xml' + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, +} diff --git a/account_budget_limit_alert/doc/RELEASE_NOTES.md b/account_budget_limit_alert/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..18aad334b --- /dev/null +++ b/account_budget_limit_alert/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 30.07.2024 +#### Version 17.0.1.0.0 +##### ADD +- Initial commit for Account Budget Limit Alert diff --git a/account_budget_limit_alert/models/__init__.py b/account_budget_limit_alert/models/__init__.py new file mode 100755 index 000000000..df4e364c2 --- /dev/null +++ b/account_budget_limit_alert/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-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_move +from . import budget_lines diff --git a/account_budget_limit_alert/models/account_move.py b/account_budget_limit_alert/models/account_move.py new file mode 100755 index 000000000..295001138 --- /dev/null +++ b/account_budget_limit_alert/models/account_move.py @@ -0,0 +1,108 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-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 api, fields, models +from odoo.exceptions import ValidationError + + +class PurchaseOrder(models.Model): + """Inherited to add extra fields and functions""" + _inherit = "account.move" + + budget_warning = fields.Text(string='Warning', + help='The warning message to be displayed' + ' on the screen.', + compute="_compute_budget_warning") + budget_alert = fields.Boolean(string="Alert", + help="True if need to raise budget alert", + compute="_compute_budget_warning") + alert_message = fields.Text(string='Alert Warning', + help='The alert message to be displayed on' + ' the popup.', + compute="_compute_budget_warning") + + @api.depends('line_ids.price_total', 'line_ids.analytic_distribution') + def _compute_budget_warning(self): + """Function for computing values of budget_warning, budget_alert and + alert_message""" + for rec in self: + rec.budget_warning = "" + rec.budget_alert = False + rec.alert_message = "" + for line in rec.line_ids: + if line.analytic_distribution: + account_ids = [int(account_id) for key in + line.analytic_distribution.keys() for + account_id in + key.split(',')] + for acc in account_ids: + alert_line = self.env['budget.lines'].search( + [('analytic_account_id', '=', acc), + ('planned_amount', '<', line.price_total), + ('alert_type', '=', 'stop')], + order='planned_amount', limit=1) + if alert_line: + rec.budget_alert = True + rec.alert_message = (rec.alert_message + + ("Account %s - %s Exceeds %s%.2f\n" % ( + alert_line.analytic_account_id.name, + alert_line.analytic_account_id.partner_id.name, + rec.currency_id.symbol, + round( + line.price_total - alert_line.planned_amount, + 2)))) + rec.budget_warning = rec.budget_warning + ( + "Account %s - %s Exceeds %s%.2f\n" % ( + alert_line.analytic_account_id.name, + alert_line.analytic_account_id.partner_id.name, + rec.currency_id.symbol, + round( + line.price_total - alert_line.planned_amount, + 2))) + else: + warning_line = self.env['budget.lines'].search( + [('analytic_account_id', '=', acc), + ('planned_amount', '<', line.price_total), + ('alert_type', '=', 'warning')], + order='planned_amount', limit=1) + if warning_line: + rec.budget_warning = (rec.budget_warning + + ( + "Account %s - %s Exceeds %s%.2f\n" % ( + warning_line.analytic_account_id.name, + warning_line.analytic_account_id.partner_id.name, + rec.currency_id.symbol, + round( + line.price_total - warning_line.planned_amount, + 2)))) + + def action_post(self): + """Override to check the budget limit""" + moves_with_payments = self.filtered('payment_id') + other_moves = self - moves_with_payments + if self.budget_alert: + raise ValidationError("%s" % self.alert_message) + else: + if moves_with_payments: + moves_with_payments.payment_id.action_post() + if other_moves: + other_moves._post(soft=False) + return False diff --git a/account_budget_limit_alert/models/budget_lines.py b/account_budget_limit_alert/models/budget_lines.py new file mode 100755 index 000000000..40e80ee8c --- /dev/null +++ b/account_budget_limit_alert/models/budget_lines.py @@ -0,0 +1,31 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-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 BudgetLines(models.Model): + """Inherited to add extra fields""" + _inherit = "budget.lines" + + alert_type = fields.Selection( + [('warning', 'Warning Message'), ('ignore', 'Ignore'), + ('stop', 'Stop/ Restrict')], string="Alert Type", help="Type of Alert") diff --git a/account_budget_limit_alert/static/description/assets/icons/capture (1).png b/account_budget_limit_alert/static/description/assets/icons/capture (1).png new file mode 100644 index 000000000..8824deafc Binary files /dev/null and b/account_budget_limit_alert/static/description/assets/icons/capture (1).png differ diff --git a/account_budget_limit_alert/static/description/assets/icons/check.png 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+ Account Budget Limit Alert

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+ This Application Enables You to Issue Warnings and Alerts When Purchase Orders Exceed the Budget. +

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+ Key Highlights +

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+ Raise alert if purchase amount exceed budget and the alert type is Stop/ Restrict.

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+ Shows warning if purchase amount exceed budget and the alert type is Warning + Message.

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+ Enable Analytic Accounting group for the login user.

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+ Navigate to Budgets under Accounting in Accounting module.

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+ Choose the Alert type as Warning Message in budget line.

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+ Generate a bill with an order line surpassing the budget, selecting the relevant + Analytic Distribution. Despite a warning, confirmation of the move is still + possible. +

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+ Choose the Alert type as Stop/ Restrict in budget line.

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+ Generate a bill for an order line exceeding the budget, selecting the appropriate + Analytic Distribution. A warning will appear, and confirmation of the move will not + be possible. +

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  • + Popup alerts are triggered when the alert type is set to Stop/Restrict. These alerts prevent the confirmation of account moves. +
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  • + When alert type is Warn Message, only popup message generated for scheduled budget. +
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  • + No alert is generated when the alert type is set to Ignore. +
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Version + 17.0.1.0.0|Released on:24th June 2024 +
+

+ Initial Commit for Account Budget Limit Alert +

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+ + + + + + diff --git a/account_budget_limit_alert/views/account_move_views.xml b/account_budget_limit_alert/views/account_move_views.xml new file mode 100644 index 000000000..e6cad2c27 --- /dev/null +++ b/account_budget_limit_alert/views/account_move_views.xml @@ -0,0 +1,21 @@ + + + + + account.move.view.form.inherit.account.budget.limit.alert + account.move + + + + + + + + + diff --git a/account_budget_limit_alert/views/crossovered_budget_views.xml b/account_budget_limit_alert/views/crossovered_budget_views.xml new file mode 100755 index 000000000..b0656fb5d --- /dev/null +++ b/account_budget_limit_alert/views/crossovered_budget_views.xml @@ -0,0 +1,20 @@ + + + + + budget.budget.view.form.inherit.account.budget.limit.alert + budget.budget + + primary + 1 + + + + + + + + + +