diff --git a/document_approval/README.rst b/document_approval/README.rst new file mode 100755 index 000000000..ee5677d7e --- /dev/null +++ b/document_approval/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 + +Document Approval +================= +This module helps to approve or reject documents. + +Configuration +============= +- No additional configuration required + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developer: (V17) Saneen K, + (V18) Ranjith R, +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/document_approval/__init__.py b/document_approval/__init__.py new file mode 100755 index 000000000..2a928fe1b --- /dev/null +++ b/document_approval/__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 models +from . import wizards diff --git a/document_approval/__manifest__.py b/document_approval/__manifest__.py new file mode 100755 index 000000000..d969855da --- /dev/null +++ b/document_approval/__manifest__.py @@ -0,0 +1,49 @@ +# -*- 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': "Document Approval", + "version": "18.0.1.0.0", + "category": "Documents Management", + "summary": "Manager can approve or reject documents", + "description": "User can create and upload various document for approvals." + "Manager can approve or reject documents.", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['mail'], + 'data': [ + 'security/document_approval_security.xml', + 'security/ir.model.access.csv', + 'views/document_approval_team_views.xml', + 'views/document_approval_views.xml', + 'views/document_approval_menus.xml', + 'wizards/document_approve_views.xml', + 'wizards/document_reject_views.xml', + 'wizards/document_approval_signature_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': True, +} diff --git a/document_approval/doc/RELEASE_NOTES.md b/document_approval/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..fe584c48d --- /dev/null +++ b/document_approval/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 21.12.2024 +#### Version 18.0.1.0.0 +#### ADD +- Initial commit for Document Approval diff --git a/document_approval/models/__init__.py b/document_approval/models/__init__.py new file mode 100755 index 000000000..245a5ddd2 --- /dev/null +++ b/document_approval/models/__init__.py @@ -0,0 +1,25 @@ +# -*- 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 document_approval +from . import document_approval_file +from . import document_approval_step +from . import document_approval_team diff --git a/document_approval/models/document_approval.py b/document_approval/models/document_approval.py new file mode 100755 index 000000000..b3ccbf62e --- /dev/null +++ b/document_approval/models/document_approval.py @@ -0,0 +1,187 @@ +# -*- 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 UserError, ValidationError + + +class DocumentApproval(models.Model): + """ A model for Managing the document approvals""" + _name = "document.approval" + _inherit = ["mail.thread", "mail.activity.mixin"] + _description = "Document Approvals" + + name = fields.Char(string='Name', required=True, + help='Name of the record.') + is_active = fields.Boolean(string='Active', copy=False, + help='Used to check the record active or not.') + description = fields.Text(string="Description", + help='Used to add description about the document' + ' approval') + approve_initiator_id = fields.Many2one('res.users', string="Initiator", + default=lambda self: self.env.user, + help='Set who has initiated the ' + 'document approval.') + team_id = fields.Many2one('document.approval.team', string="Approval Team", + required=True, + help='Set which team is approving the document.') + team_lead_id = fields.Many2one(string='Team leader', + related='team_id.team_lead_id', + help="team Leader") + method = fields.Selection(selection=[('button', 'Button'), + ('sign', 'Signature')], + default='button', string="Method", + help='Set the mode of approvals.') + visibility = fields.Selection(selection=[('all_user', 'All Users'), + ('followers', 'Followers'), + ('approvers', 'Approvers')], + string='Visibility', + help='Restrict the visibility of the ' + 'document', default="all_user") + state = fields.Selection(selection=[('draft', 'Draft'), + ('waiting', 'Waiting'), + ('approved', 'Approved'), + ('reject', 'Rejected')], + string='Status', default='draft', readonly=True, + tracking=True, + help='State of the document.') + company_id = fields.Many2one('res.company', string='Company', + default=lambda self: self.env.company, + help='Company of the record.') + step_ids = fields.One2many('document.approval.step', + 'document_approve_id', + compute='_compute_step_ids', store=True, + help='For setting document approval steps') + file_ids = fields.One2many('document.approval.file', 'approval_id', + string='Files', + help='You can upload file and file details') + step_count = fields.Integer(string="Step", help="Current Step", + readonly=True) + approver_ids = fields.Many2many('res.users', string="Approver", + help="User to approve the document") + show_approve = fields.Boolean(string="Show Approve Button", copy=False, + help="To show the approve button to approve " + "the document", + compute="_compute_show_approve") + approval_ids = fields.Many2many('document.approval.step', + string="Approval Step", + help="Approval Step of the document") + + @api.depends('team_id') + def _compute_step_ids(self): + """Method _compute_step_ids to compute the values to the field + step_ids""" + for rec in self: + rec.step_ids = False + for step in rec.team_id.step_ids: + rec.step_ids = [fields.Command.create({ + 'steps': step.steps, + 'approver_id': step.approver_id.id, + 'role': step.role, + 'state': step.state, + 'note': step.note + })] + + @api.constrains('team_id') + def _check_team_member(self): + """function to check whether the team has atleast one member.""" + if not self.team_id.step_ids.approver_id: + raise ValidationError( + "Your Team member should atleast have one Approver.") + + @api.depends('team_id') + def _compute_show_approve(self): + """This method _compute_show_approve to compute the valur to the field + show_approve""" + for rec in self: + rec.show_approve = True if self.env.uid in rec.approver_ids.ids else False + if rec.team_id.team_lead_id.id == self.env.uid: + rec.show_approve = True + + def action_send_for_approval(self): + """ Action to sent document to approval also it changes the state + into waiting that document to be approved """ + steps = self.step_ids.mapped('steps') + unique_steps = [step for i, step in enumerate(steps) if step not in steps[:i]] + unique_steps = sorted(unique_steps) + self.step_count = unique_steps[0] + aprroval_records = self.step_ids.search([('steps', '=', + unique_steps[0]), ( + 'document_approve_id', + '=', self.id)]) + self.approval_ids = aprroval_records.ids + approval_user_ids = [record.approver_id.id for record in + aprroval_records] + for record in aprroval_records: + record.current_state = 'pending' + self.approver_ids = approval_user_ids + self.state = "waiting" + + def action_approve(self): + """ function that return wizard to do the approval by writing note + and approver can approve the document. + Approval is done just clicking the button""" + return { + 'type': 'ir.actions.act_window', + 'name': 'Document Approval', + 'target': 'new', + 'view_mode': 'form', + 'res_model': 'document.approve', + 'context': { + 'default_document_id': self.id + } + } + + def action_reject(self): + """ Return a wizard that to confirm rejection by adding a note""" + return { + 'type': 'ir.actions.act_window', + 'name': 'Document Rejection', + 'target': 'new', + 'view_mode': 'form', + 'res_model': 'document.reject', + 'context': { + 'default_document_id': self.id + } + } + + def action_approve_sign(self): + """ Return a wizard that approver can ensure to give + signature and approve. Approver can add signature confirmation """ + return { + 'type': 'ir.actions.act_window', + 'name': 'Document Approval', + 'target': 'new', + 'view_mode': 'form', + 'res_model': 'document.approval.signature', + 'context': { + 'default_document_id': self.id + } + } + + def unlink(self): + """ This function is used to ensure to there is no record of + state approved has been deleted""" + for record in self: + if record.state in ["approved", "waiting"]: + raise UserError( + _("You cannot delete record in approved or waiting state")) + return super(DocumentApproval, self).unlink() diff --git a/document_approval/models/document_approval_file.py b/document_approval/models/document_approval_file.py new file mode 100755 index 000000000..f76331507 --- /dev/null +++ b/document_approval/models/document_approval_file.py @@ -0,0 +1,48 @@ +# -*- 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, _ +from odoo.exceptions import UserError + + +class DocumentApprovalFiles(models.Model): + """ Manage the documents for approvals""" + _name = 'document.approval.file' + _description = "document files" + + name = fields.Char(string="Name", required=True, + help='For adding some noted about the file ') + file = fields.Binary(string="File", required=True, attachment=True, + help='For storing the file') + file_name = fields.Char(string="File Name", + help="Storing name of the file") + approval_id = fields.Many2one('document.approval', + help='Inverse fields for the document ' + 'approval') + + def unlink(self): + """Supering the method unlink of model document.approval.line to + restrict the deleting of the file""" + for rec in self: + if rec.approval_id.state != 'Draft': + raise UserError( + _(f"You cannot delete file from {rec.approval_id.state} state")) + super(DocumentApprovalFiles, rec).unlink() diff --git a/document_approval/models/document_approval_step.py b/document_approval/models/document_approval_step.py new file mode 100755 index 000000000..e5590cb67 --- /dev/null +++ b/document_approval/models/document_approval_step.py @@ -0,0 +1,57 @@ +# -*- 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 DocumentApprovalSteps(models.Model): + """ Document approval steps""" + _name = "document.approval.step" + _description = "Document Approvals Steps" + + steps = fields.Integer(string="Steps", + help='For counting how many steps needed') + approver_id = fields.Many2one('res.users', string="Approver", + help='The person who is responsible for ' + 'the approval') + role = fields.Char(string="Role/Position", + help='To determine the position of the approver') + document_approve_id = fields.Many2one('document.approval', + string='Document Approval', + help='Inverse field from document ' + 'approvals') + is_approve = fields.Boolean(string='Is Approved', copy=False, + help='Check weather it is approved or not') + document_approve_team_id = fields.Many2one('document.approval.team', + string="Approver Team", + help='The team who are ' + 'responsible for the ' + 'approvals') + state = fields.Selection( + selection=[('to_approve', 'To Approve'), + ('approve', 'Approve')], + default="to_approve") + note = fields.Char(string='Notes', help="To add notes") + current_state = fields.Selection( + selection=[('upcoming', 'Upcoming'), ('pending', 'Pending'), + ('approved', 'Approved'), ('rejected', 'Rejected')], + default="upcoming", string="Approval State", + help="THe current state of approval") diff --git a/document_approval/models/document_approval_team.py b/document_approval/models/document_approval_team.py new file mode 100755 index 000000000..2d8194b8a --- /dev/null +++ b/document_approval/models/document_approval_team.py @@ -0,0 +1,45 @@ +# -*- 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 DocumentApprovalTeam(models.Model): + """ Configure document approval team""" + _name = "document.approval.team" + _inherit = ["mail.thread", "mail.activity.mixin"] + _description = "Document approval team" + + name = fields.Char(string='Name', required=True, help='Name of the team', + tracking=True) + team_lead_id = fields.Many2one('res.users', string='Team Leader', + help='For setting th team lead', + tracking=True, required=True, + default=lambda self: self.env.user) + company_id = fields.Many2one('res.company', string='Company', + help='For setting the company', + default=lambda self: self.env.company) + is_active = fields.Boolean(string="Active", copy=False, + help='For checking the active status') + step_ids = fields.One2many('document.approval.step', + 'document_approve_team_id', + help='For setting document approval steps for ' + 'the approval team') diff --git a/document_approval/security/document_approval_security.xml b/document_approval/security/document_approval_security.xml new file mode 100755 index 000000000..bdb7c56f1 --- /dev/null +++ b/document_approval/security/document_approval_security.xml @@ -0,0 +1,26 @@ + + + + + document approval rule user + + + ['|','|',('step_ids.approver_id.id','=',user.id),('approve_initiator_id','=',user.id),('team_id.team_lead_id.id','=',user.id)] + + + + + + + + + + Document Approval Multi Company + + + ['|', ('company_id', '=', False), + ('company_id', 'in', company_ids)] + + + diff --git a/document_approval/security/ir.model.access.csv b/document_approval/security/ir.model.access.csv new file mode 100755 index 000000000..05451c48a --- /dev/null +++ b/document_approval/security/ir.model.access.csv @@ -0,0 +1,8 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +document_approval.access_document_approval,access_document_approval,document_approval.model_document_approval,base.group_user,1,1,1,1 +access_document_approval_team_user,access.document.approval.team.user,model_document_approval_team,base.group_user,1,1,1,1 +access_document_approval_steps_user,access.document.approval.steps.user,model_document_approval_step,base.group_user,1,1,1,1 +access_document_approval_file_user,access.document.approval.file.user,model_document_approval_file,base.group_user,1,1,1,1 +access_document_approval_user,access.document.approval.user,model_document_approve,base.group_user,1,1,1,1 +access_document_reject_user,access.document.reject.user,model_document_reject,base.group_user,1,1,1,1 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+ + + + + + + + + + + + + + + + + + diff --git a/document_approval/static/description/assets/icons/banner-bg.png b/document_approval/static/description/assets/icons/banner-bg.png new file mode 100755 index 000000000..a8238d3c0 Binary files /dev/null and b/document_approval/static/description/assets/icons/banner-bg.png differ diff --git a/document_approval/static/description/assets/icons/banner-bg.svg b/document_approval/static/description/assets/icons/banner-bg.svg new file mode 100755 index 000000000..b1378103e --- /dev/null +++ b/document_approval/static/description/assets/icons/banner-bg.svg @@ -0,0 +1,9 @@ + + + + + + + + + diff --git a/document_approval/static/description/assets/icons/banner-call.svg b/document_approval/static/description/assets/icons/banner-call.svg new file mode 100755 index 000000000..96c687e81 --- /dev/null +++ b/document_approval/static/description/assets/icons/banner-call.svg @@ -0,0 +1,5 @@ + + + + + diff --git a/document_approval/static/description/assets/icons/banner-mail.svg b/document_approval/static/description/assets/icons/banner-mail.svg new file mode 100755 index 000000000..cbf0d158d --- /dev/null +++ b/document_approval/static/description/assets/icons/banner-mail.svg @@ -0,0 +1,5 @@ + + + + + diff --git a/document_approval/static/description/assets/icons/banner-pattern.svg b/document_approval/static/description/assets/icons/banner-pattern.svg new file mode 100755 index 000000000..9c1c7e101 --- /dev/null +++ b/document_approval/static/description/assets/icons/banner-pattern.svg @@ -0,0 +1,343 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 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+ + + +
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+ Community +
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+ Enterprise +
+
+ Odoo.sh +
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+ +
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+

+ This Module Helps Approve or Reject Various + Documents. +

+

Document Approval +

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+ This Module Helps Approve or Reject Various + Documents. +
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+

Key + Highlights

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+ +
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+ Approve or Reject Various Documents. +
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+ Set Different Team for Approvals. +
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+ Set Various Steps for Approving. +
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+ Signature Approval. +
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+ Document Approval +

+ Are you ready to make your business more + organized? +
Improve now! +

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+ Document Approval Menu. + +

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+ Approval Team Menu + +

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+ Go to Document Approval --> + Configuration --> + Approval Team +

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+ Set the Approval team. +

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+ Form View + +

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+ Approval Form View. Click on the + 'Send for + Approval' Button for Approval + Request. +

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+ Button Approval. + + +

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+ After sending the approval + request using the + 'Button' method, clicking on the + 'Approve' + button triggers a wizard to add + a + description for the approval. + Upon adding + the description, + clicking the 'Approve' button + finalizes the + approval process. +

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+ Approval Request Status. + + +

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+ Step Wise Approval + + +

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+ We can Configure A team for + step-wise + approval. +

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+ We can create an Approval And + check the work + flow. +

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+ If the Team Lead Approves the + request, it + Will directly go to Approved + Stage. +

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+ Team members will be assigned + approval + requests based on the structured + sequence of + steps +

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+ Signature Approval. + + +

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+ We can choose the type approval + to signature +

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+ After sending the approval + request using the + 'Signature' method, clicking on + the + 'Approve' + button prompts a wizard to input + a + description and add a signature + for the + approval. Once + the description and signature + are provided, + clicking the 'Approve' button + completes the + approval process.

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+ After confirming the approval + the state is + changed to the 'Approved'.

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+ Reject the Approval Request. + + +

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+ We can add the + Description/Reason for the + Approval Rejection.

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+ Rejected Approval Request. + + +

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+ + Document Signature Approval + Description. +

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+ + Document Approval Description. +

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+ + Document Reject Description. +

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+ Approve or + Reject Various Documents.

+
+ +
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+
+
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+ +
+

+ Set Different + Team for Approvals.

+
+
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+
+
+
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+ +
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+ Set Various + Steps for Approving.

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+ +
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+ +
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+ Signature Approval..

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+ The module support Community and + Enterprise

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+ +
+ +
+ +
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+ The Approval Module + allows users to + manage the approval + process for various + documents and + workflows + efficiently. + It provides + customizable steps + and team assignments + to ensure + streamlined + operations and + compliance. +

+
+
+ +
+ +
+

+ Yes, the module + allows full + customization of + approval steps. + Administrators can + define the number + and order of steps + required for + approving a document + or workflow. +

+
+
+ +
+ +
+

+ Absolutely. The + module supports + assigning different + teams for specific + approval processes, + ensuring the right + team is notified and + involved. +

+
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+ +
+ +
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+ Yes, it includes + digital signature + approval + functionality, + allowing users to + sign and approve + documents securely. +

+
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+ +
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+

+ Latest Release 18.0.1.0.0 +

+ + 21st December, 2024 + +
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+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
+
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+ + + +
+

+ Related Products +

+ +
+ + +
+

+ Our Services

+ +
+
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/document_approval/views/document_approval_menus.xml b/document_approval/views/document_approval_menus.xml new file mode 100755 index 000000000..d9711f51d --- /dev/null +++ b/document_approval/views/document_approval_menus.xml @@ -0,0 +1,22 @@ + + + + + + + + + + diff --git a/document_approval/views/document_approval_team_views.xml b/document_approval/views/document_approval_team_views.xml new file mode 100755 index 000000000..74b2297e4 --- /dev/null +++ b/document_approval/views/document_approval_team_views.xml @@ -0,0 +1,59 @@ + + + + + document.approval.team.view.tree + document.approval.team + + + + + + + + + + + document.approval.team.view.form + document.approval.team + +
+ + + + + + + + + + + + + + + + + + + + + + + +
+
+ + + Document Approval Team + document.approval.team + list,form + +

+ Create a Document Approval Team +

+
+
+
diff --git a/document_approval/views/document_approval_views.xml b/document_approval/views/document_approval_views.xml new file mode 100755 index 000000000..62635a19d --- /dev/null +++ b/document_approval/views/document_approval_views.xml @@ -0,0 +1,153 @@ + + + + + document.approval.view.tree + document.approval + + + + + + + + + + + + document.approval.view.form + document.approval + +
+
+
+ +

+ +

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ + +
+
+ + + Document Approval + document.approval + list,form + +

+ Create Document Approval +

+
+
+ + + document.approval.step.view.tree + document.approval.step + + + + + + + + + + + + document.approval.file.view.form + document.approval.file + +
+ + + + + + + + +
+
+
+
diff --git a/document_approval/wizards/__init__.py b/document_approval/wizards/__init__.py new file mode 100755 index 000000000..3f4ea6870 --- /dev/null +++ b/document_approval/wizards/__init__.py @@ -0,0 +1,24 @@ +# -*- 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 document_approve +from . import document_approval_signature +from . import document_reject diff --git a/document_approval/wizards/document_approval_signature.py b/document_approval/wizards/document_approval_signature.py new file mode 100755 index 000000000..db0bbd473 --- /dev/null +++ b/document_approval/wizards/document_approval_signature.py @@ -0,0 +1,78 @@ +# -*- 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 DocumentApprovalSignature(models.TransientModel): + """ Document approval using signature confirmation""" + _name = "document.approval.signature" + _description = "Document signature approvals" + _rec_name = "document_id" + + note = fields.Text(string='Note', required=True, help='For adding notes') + signature = fields.Binary(string='Signature', required=True, + help='For writing signature') + document_id = fields.Many2one("document.approval", string="Document", + help="To track which document is get " + "approved ") + + def action_approve_signature(self): + """ Function to approve document using signature""" + if self.document_id.team_id.team_lead_id.id == self.env.uid: + self.document_id.state = "approved" + else: + if self.env.uid in self.document_id.approver_ids.ids: + self.document_id.approval_ids.write({ + 'current_state': 'approved', + }) + if 'approve' in self.document_id.approval_ids.mapped('state'): + self.document_id.state = 'approved' + return True + steps = self.document_id.step_ids.mapped('steps') + unique_steps = [] + for step in steps: + if step not in unique_steps: + unique_steps.append(step) + unique_steps = sorted(unique_steps) + index_unique = unique_steps.index(self.document_id.step_count) + if index_unique < len(unique_steps) - 1: + next_number = unique_steps[index_unique + 1] + self.document_id.step_count = next_number + approval_records = self.document_id.step_ids.search( + [('steps', '=', + next_number), ( + 'document_approve_id', + '=', + self.document_id.id)]) + self.document_id.approval_ids = approval_records.ids + self.document_id.approval_ids.write({ + 'current_state': 'pending', + }) + users = [] + for step in approval_records: + users.append(step.approver_id.id) + self.document_id.approver_ids = users + else: + self.document_id.approval_ids.write({ + 'current_state': 'approved', + }) + self.document_id.state = 'approved' diff --git a/document_approval/wizards/document_approval_signature_views.xml b/document_approval/wizards/document_approval_signature_views.xml new file mode 100755 index 000000000..a706cae4d --- /dev/null +++ b/document_approval/wizards/document_approval_signature_views.xml @@ -0,0 +1,70 @@ + + + + + document.approval.signature.view.form + document.approval.signature + +
+ + + + + +
+
+
+
+
+
+ + + document.approval.signature.view.form + document.approval.signature + +
+ + + + + + + + + +
+
+
+ + + document.approval.signature.view.tree + document.approval.signature + + + + + + + + + + Document Signature Approval + document.approval.signature + list,form + + + +
diff --git a/document_approval/wizards/document_approve.py b/document_approval/wizards/document_approve.py new file mode 100755 index 000000000..51369088d --- /dev/null +++ b/document_approval/wizards/document_approve.py @@ -0,0 +1,74 @@ +# -*- 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 DocumentApprove(models.TransientModel): + """ Wizard for approving documents""" + _name = "document.approve" + _description = "Wizard for approving document" + _rec_name = "document_id" + + description = fields.Text(string="Description", required=True, + help='Add note which is the reason for the ' + 'approval') + document_id = fields.Many2one("document.approval", string="Document", + help="To track which document is get approved") + + def action_approve_document(self): + """ function to approve document""" + if self.document_id.team_id.team_lead_id.id == self.env.uid: + self.document_id.state = "approved" + else: + if self.env.uid in self.document_id.approver_ids.ids: + self.document_id.approval_ids.write({ + 'current_state': 'approved', + }) + if 'approve' in self.document_id.approval_ids.mapped('state'): + self.document_id.state = 'approved' + return True + steps = self.document_id.step_ids.mapped('steps') + unique_steps = [] + for step in steps: + if step not in unique_steps: + unique_steps.append(step) + unique_steps = sorted(unique_steps) + index_unique = unique_steps.index(self.document_id.step_count) + if index_unique < len(unique_steps) - 1: + next_number = unique_steps[index_unique + 1] + self.document_id.step_count = next_number + approval_records = self.document_id.step_ids.search( + [('steps', '=', + next_number), ( + 'document_approve_id', + '=', + self.document_id.id)]) + self.document_id.approval_ids = approval_records.ids + self.document_id.approval_ids.write({ + 'current_state': 'pending', + }) + users = [] + for step in approval_records: + users.append(step.approver_id.id) + self.document_id.approver_ids = users + else: + self.document_id.state = 'approved' diff --git a/document_approval/wizards/document_approve_views.xml b/document_approval/wizards/document_approve_views.xml new file mode 100755 index 000000000..6ada7bd81 --- /dev/null +++ b/document_approval/wizards/document_approve_views.xml @@ -0,0 +1,63 @@ + + + + + document.approve.view.form + document.approve + +
+ + + +
+
+
+
+
+ + + document.approve.view.form + document.approve + +
+ + + + + + + + +
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+
+ + + document.approve.view.tree + document.approve + + + + + + + + + + Document Approve + document.approve + list,form + + + +
diff --git a/document_approval/wizards/document_reject.py b/document_approval/wizards/document_reject.py new file mode 100755 index 000000000..d37157507 --- /dev/null +++ b/document_approval/wizards/document_reject.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 . +# +############################################################################# +from odoo import fields, models + + +class DocumentReject(models.TransientModel): + """ Wizard for rejecting documents""" + _name = "document.reject" + _description = "Wizard for document reject" + _rec_name = "document_id" + + description = fields.Text(string="Description", + help='For adding reason for the rejection') + document_id = fields.Many2one("document.approval", string="Document", + help="To track which document is get approved") + + def action_reject_document(self): + """ Function to reject document""" + self.document_id.state = "reject" + for rec in self.document_id.step_ids.filtered( + lambda x: x.approver_id.id == self.env.user.id): + rec.write({ + 'current_state': 'rejected', + }) + diff --git a/document_approval/wizards/document_reject_views.xml b/document_approval/wizards/document_reject_views.xml new file mode 100755 index 000000000..b673d5472 --- /dev/null +++ b/document_approval/wizards/document_reject_views.xml @@ -0,0 +1,46 @@ + + + + + document.reject.view.form + document.reject + +
+ + + + +
+
+
+
+
+ + + document.reject.view.tree + document.reject + + + + + + + + + + Document Reject + document.reject + list + + + +