Nov 15 [UPDT] Updated 'multi_branch_base'

multi_branch_base/models/branch_stock_picking.py

@@ -49,15 +49,6 @@ class StockPicking(models.Model):
                 if order.purchase_id.branch_id:
                     order.branch_id = order.purchase_id.branch_id
 
-
-
-    # @api.onchange('branch_id')
-    # def onchange_branch_id(self):
-    #     """onchange methode"""
-    #     self.picking_type_id = False
-    #     self.location_id = False
-    #     self.location_dest_id = False
-
     @api.depends('sale_id', 'purchase_id')
     def _compute_branch_id(self):
         """methode to compute branch"""

multi_branch_base/static/description/index.html

@@ -26,12 +26,13 @@
             style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
             <h1
                 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 Setup for Odoo POS</h1>
+                Multi Branch Operations</h1>
             <p
                 style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important;  font-size: 1.4rem !important; text-align: center !important;">
-                Multi Branch Operations Setup for Odoo POS
+                Multiple Branch Unit Operation Setup for All
+                   Modules In Odoo
             </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>
 
@@ -110,13 +111,12 @@
         <div class="col-mg-12 pl-3">
             <p
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
-                This module helps to control multiple branches of a single
-                company on POS.Here a branch can be set for each POS.After
-                configuring a branch for a POS, then thereafter all the
-                operations related to the particular POS will be related with
-                the branch. This module requires the base Branch module.After
-                installing the base Branch module and POS Branch addon, the user
-                can implement the branch concept on Odoo POS.
+               Multi Branch module helps to manage the operations of multiple branches of a single company.
+                You can manage multiple branches and all the operations of different branches of in the Inventory,
+                Accounting, Sales and Purchase applications by installing this single module.
+                After installing the module, the administrator can create multiple branches for the company by providing the details from
+                Settings -> Users and Companies -> Branches. Allowed branches and default branch can be set for each user from
+                Settings -> Users and Companies -> Users. Once it is configured, the user can access the all branches which are allowed for the particular user.
             </p>
 
         </div>
@@ -138,7 +138,7 @@
                 <h4
                     style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
 
-                    Branch for POS.</h4>
+                    Create Branches for the Company.</h4>
 
             </div>
         </div>
@@ -151,7 +151,7 @@
                 <h4
                     style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
 
-                   Branch for POS Orders.</h4>
+                   Branch for User.</h4>
 
             </div>
         </div>
@@ -164,7 +164,7 @@
                 <h4
                     style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
 
-                    Branch for POS Session .</h4>
+                    Branch on Product.</h4>
 
             </div>
         </div>
@@ -177,7 +177,7 @@
                 <h4
                     style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
 
-                    Branch on Receipt.</h4>
+                    Branch on Partner.</h4>
 
             </div>
         </div>
@@ -190,7 +190,137 @@
                 <h4
                     style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
 
-                        Branch Wise Report.</h4>
+                    Branch on Journal.</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>
@@ -208,62 +338,190 @@
         <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;">
-                Branch for POS</h4>
+                Branch Creation</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
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
-                User can create POS and set a branch for the POS.
+                 Branch can be set for Warehouse
             </p>
-            <img src="assets/screenshots/pos1.png" class="img-responsive img-thumbnail border" width="100%"
+            <img src="assets/screenshots/mb07.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;">
-                Branch for POS Sessions</h4>
+                Operation Types</h4>
             <p
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
-                Branch is added for POS Sessions.This will be updated based on the branch set for POS.
+                 When a Warehouse is created the corresponding operation types for the
+                    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>
-            <img src="assets/screenshots/pos2.png" class="img-responsive img-thumbnail border" width="100%"
+            <img src="assets/screenshots/mb08.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;">
-                Branch for POS Order</h4>
+                Purchase Order</h4>
             <p
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
-                For every POS order created Branch is registered.This will be the same branch set for the POS.
+                For the newly created PO branch will be set based on the user.
             </p>
-            <img src="assets/screenshots/pos3.png" class="img-responsive img-thumbnail border" width="100%"
+            <img src="assets/screenshots/mb09.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;">
-                Branch on Receipt</h4>
+                Receipt</h4>
             <p
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
-                Branch is shown in the Receipt
+                The receipt will be created once PO is confirmed.Here Destination Location and Branch will be set based on the Purchase Order Branch.
+
             </p>
-            <img src="assets/screenshots/pos4.png" class="img-responsive img-thumbnail border" width="100%"
+            <img src="assets/screenshots/mb10.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;">
-                Branch wise report</h4>
+                Bill</h4>
             <p
                 style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
-                Branch wise POS Order report can be achieved.
+                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
+                and Journal will be set accordingly.
+
             </p>
-            <img src="assets/screenshots/pos5.png" class="img-responsive img-thumbnail border" width="100%"
+            <img src="assets/screenshots/mb11.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;">
+                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>