diff --git a/sale_order_discount_approval_odoo/README.rst b/sale_order_discount_approval_odoo/README.rst new file mode 100644 index 000000000..f1e5b8a67 --- /dev/null +++ b/sale_order_discount_approval_odoo/README.rst @@ -0,0 +1,49 @@ +.. 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 + +Sale Order Discount Approval +============================ +App for Providing Discount by user and approving the discount in sale order. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +* Developer: + (V16) VYSHNAV AR, + (V17) Gayathri V + 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/sale_order_discount_approval_odoo/__init__.py b/sale_order_discount_approval_odoo/__init__.py new file mode 100644 index 000000000..bb005bc12 --- /dev/null +++ b/sale_order_discount_approval_odoo/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Gayathri V() +# +# 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/sale_order_discount_approval_odoo/__manifest__.py b/sale_order_discount_approval_odoo/__manifest__.py new file mode 100644 index 000000000..24726625a --- /dev/null +++ b/sale_order_discount_approval_odoo/__manifest__.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Gayathri V() +# +# 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': 'Sale Order Discount Approval', + 'version': '17.0.1.0.0', + 'category': 'Sales', + 'summary': 'Sale Order Discount Approval based on the Allowed discount values', + 'description': """Module for discount approval of sales orders if + discount limit exceeded of allowed discount of user.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': [ + 'sale_management', + ], + 'data': [ + 'security/sale_order_discount_approval_odoo_groups.xml', + 'view/res_users_views.xml', + 'view/sale_order_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'application': False, + 'auto_install': False, +} diff --git a/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md b/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..fa94f6af9 --- /dev/null +++ b/sale_order_discount_approval_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 22.01.2024 +#### Version 17.0.1.0.0 +#### ADD + +- Initial commit for Sale Order Discount Approval diff --git a/sale_order_discount_approval_odoo/models/__init__.py b/sale_order_discount_approval_odoo/models/__init__.py new file mode 100644 index 000000000..34748428c --- /dev/null +++ b/sale_order_discount_approval_odoo/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Gayathri V() +# +# 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 res_users +from . import sale_order diff --git a/sale_order_discount_approval_odoo/models/res_users.py b/sale_order_discount_approval_odoo/models/res_users.py new file mode 100644 index 000000000..e6552ecb5 --- /dev/null +++ b/sale_order_discount_approval_odoo/models/res_users.py @@ -0,0 +1,33 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Gayathri V() +# +# 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 models, fields + + +class ResUsers(models.Model): + """This is used to inherit 'res.users' to add new fields""" + _inherit = 'res.users' + + is_discount_control = fields.Boolean(string='Discount Control', + help='Which is used to identify isit ' + 'for discount control') + allow_discount = fields.Float(string='Allow Discount', + help='Allowed discount percentage') diff --git a/sale_order_discount_approval_odoo/models/sale_order.py b/sale_order_discount_approval_odoo/models/sale_order.py new file mode 100644 index 000000000..8a792f7c0 --- /dev/null +++ b/sale_order_discount_approval_odoo/models/sale_order.py @@ -0,0 +1,81 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Gayathri V() +# +# 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 models, fields + + +class SaleOrder(models.Model): + """This is used to inherit 'sale.order' to add new fields and + functionality""" + _inherit = 'sale.order' + + state = fields.Selection( + selection_add=[('waiting_for_approval', 'Waiting For Approval'), + ('sale',)]) + approval_user_id = fields.Many2one('res.users', + string='Discount Approved By', + help='The discount approver') + + def action_confirm(self): + """Method for confirming the sale order discount and sending mail for + the approver if approval limit crossed""" + res = super().action_confirm() + to_approve = False + discount_vals = self.order_line.mapped('discount') + approval_users = self.env.ref( + 'sale_order_discount_approval_odoo.sale_order_discount_approval_odoo_group_manager').users + user_discount = self.env.user.allow_discount + if self.env.user.is_discount_control == True: + for rec in discount_vals: + if rec > user_discount: + to_approve = True + break + if to_approve: + action_id = self.env.ref( + 'sale.action_quotations_with_onboarding').id + redirect_link = f"/web#id={self.id}&cids=1&menu_id=178&action={action_id}" \ + "&model=sale.order&view_type=form" + url = self.env['ir.config_parameter'].sudo().get_param( + 'web.base.url') + redirect_link + for user in approval_users: + mail_body = f"""

Hello,

New sale order '{self.name}' + created with Discount by '{self.env.user.name}' need your approval + on it.

To Approve, Cancel Order, Click on the Following + Link: Click Me

Thank You.

""" + mail_values = { + 'subject': f"{self.name} Discount Approval Request", + 'body_html': mail_body, + 'email_to': user.partner_id.email, + 'email_from': self.env.user.partner_id.email, + 'model': 'sale.order', + } + mail_id = self.env['mail.mail'].sudo().create(mail_values) + mail_id.send() + self.state = 'waiting_for_approval' + return res + + def action_waiting_approval(self): + """Method for approving the sale order discount""" + self.approval_user_id = self.env.user.id + self.state = 'sale' diff --git a/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml b/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml new file mode 100644 index 000000000..48a7d66a1 --- /dev/null +++ b/sale_order_discount_approval_odoo/security/sale_order_discount_approval_odoo_groups.xml @@ -0,0 +1,14 @@ + + + + + Sale Order Discount Approval + Category for Discount Approval + + + + Discount Approval Manager + + + \ No newline at end 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+
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+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
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+

+ Sale Order Discount Approval

+

+ Sale Order Discount Approval In Odoo17. +

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+

+ Key Highlights +

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+
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+
+
+ +
+
+

+ Community & Enterprise Support.

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+ +
+
+

+ Set the Approval Manager in settings.

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+ This module allows Discount On sale order + line.

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+ Discount Approval Manager allows user to give + discount in sales order.

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+ Provide User Access

+

+ In Settings,We have to set the user to be + Discount Approval Manager .

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+ We can provide the discount control to the + user and provide the allowed discount.

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+ Enable the Discount in sale settings to + provide discount to sale order line.

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+ User creates sale order with discount.

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+ If user creates sale order by adding + discount more than allowed limit and confirm + the order, Sale order will move to approval + state and approval e-mail goes to the users + with Discount Approval Manager group.

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+ Approval request to the user in group Discount Approval Manager.

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+ Discount Approval Manager can approve or cancel the order.

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+ Approved Manager will link with corresponding approved order.

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    +
  • + Community & Enterprise Support. +
  • +
  • + Set the Approval Manager in settings. +
  • +
  • + This module allows Discount On sale order line. +
  • +
  • + Discount Approval Manager allows user to give discount in sales order. +
  • +
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+
+
+
+
Version + 17.0.1.0.0|Released on:22nd Jan 2024 +
+

+ Sale Order Discount Approval.

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+ + + + + + diff --git a/sale_order_discount_approval_odoo/view/res_users_views.xml b/sale_order_discount_approval_odoo/view/res_users_views.xml new file mode 100644 index 000000000..e872f5e02 --- /dev/null +++ b/sale_order_discount_approval_odoo/view/res_users_views.xml @@ -0,0 +1,24 @@ + + + + + + res.users.view.form.inherit.sale.order.discount.approval.odoo + + res.users + + + + + + + + + + + + + + + diff --git a/sale_order_discount_approval_odoo/view/sale_order_views.xml b/sale_order_discount_approval_odoo/view/sale_order_views.xml new file mode 100644 index 000000000..0f88e3855 --- /dev/null +++ b/sale_order_discount_approval_odoo/view/sale_order_views.xml @@ -0,0 +1,41 @@ + + + + + + sale.order.view.form.inherit.sale.order.discount.approval.odoo + + sale.order + + + +