diff --git a/invoice_tags/README.rst b/invoice_tags/README.rst new file mode 100644 index 000000000..5da121eeb --- /dev/null +++ b/invoice_tags/README.rst @@ -0,0 +1,50 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Invoice Tags +============= +This module help you to add custom tags related to the invoice and also +we have options for filter and group by. + +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 +------- +Developers: (V18) - Ranjith R + (V17) - Mufeeda Shirin + (V16) - Saneen K +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/invoice_tags/__init__.py b/invoice_tags/__init__.py new file mode 100644 index 000000000..da5f7afbd --- /dev/null +++ b/invoice_tags/__init__.py @@ -0,0 +1,29 @@ +# -*- coding: utf-8 -*- +################################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# +# This program is free software: you can modify +# it under the terms of the GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# along with this program. If not, see . +# +################################################################################### +from . import models + + +def uninstall_hook(env): + """ Delete `ir.ui.view` records related with invoice tags. """ + for record in env['invoice.tag'].search([]): + env['ir.ui.view'].search([('name', '=', f'filter.{record.name}')]).unlink() diff --git a/invoice_tags/__manifest__.py b/invoice_tags/__manifest__.py new file mode 100644 index 000000000..7e23ba1cf --- /dev/null +++ b/invoice_tags/__manifest__.py @@ -0,0 +1,47 @@ +# -*- coding: utf-8 -*- +################################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# +# This program is free software: you can modify +# it under the terms of the GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# along with this program. If not, see . +# +################################################################################### +{ + 'name': "Invoice Tags", + 'version': '18.0.1.0.0', + 'category': 'Accounting', + 'summary': 'Add tags in invoicing', + 'description': 'This module allows you to add tags to invoices, as well as ' + 'filter and group records based on the tags of the ' + 'invoices.', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['account'], + 'data': [ + 'security/ir.model.access.csv', + 'views/invoice_tags_views.xml', + 'views/account_move_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'application': False, + 'auto_install': False, + 'uninstall_hook': 'uninstall_hook', +} diff --git a/invoice_tags/doc/RELEASE_NOTES.md b/invoice_tags/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..11b577b9f --- /dev/null +++ b/invoice_tags/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 08.09.2025 +#### Version 18.0.1.0.0 +#### ADD + +- Initial commit for Invoice Tags diff --git a/invoice_tags/models/__init__.py b/invoice_tags/models/__init__.py new file mode 100644 index 000000000..f90ffd937 --- /dev/null +++ b/invoice_tags/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +################################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# +# This program is free software: you can modify +# it under the terms of the GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# along with this program. If not, see . +# +################################################################################### +from . import account_move +from . import invoice_tags diff --git a/invoice_tags/models/account_move.py b/invoice_tags/models/account_move.py new file mode 100644 index 000000000..4209fabe8 --- /dev/null +++ b/invoice_tags/models/account_move.py @@ -0,0 +1,68 @@ +# -*- coding: utf-8 -*- +################################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# +# This program is free software: you can modify +# it under the terms of the GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# along with this program. If not, see . +# +################################################################################### +from odoo import api, fields, models, _ + + +class AccountMove(models.Model): + """Add field for tags in account.move""" + _inherit = 'account.move' + + invoice_tag_ids = fields.Many2many('invoice.tag', string="Tags", + help="Field for adding tags in invoice") + + @api.onchange('invoice_tag_ids') + def _onchange_tag_filter(self): + """Create filtering option dynamically in accordance with tags that + are added to invoices""" + linked_tags = [tag for tag in self.search( + [('id', '!=', self._origin.id)]).invoice_tag_ids] + for result in self.invoice_tag_ids._origin: + if result not in linked_tags: + linked_tags.append(result) + if not self.env['ir.ui.view'].sudo().search( + [('name', '=', f'filter.{result.name}')]): + inherit_id = self.env.ref('account.view_account_invoice_filter') + arch_base = _(""" + + + + + + """) % (result.name, result.name, result.name) + value = {'name': f'filter.{result.name}', + 'type': 'search', + 'model': 'account.move', + 'mode': 'extension', + 'inherit_id': inherit_id.id, + 'arch_base': arch_base, + 'active': True} + self.env['ir.ui.view'].sudo().create(value) + # we need to unlink from the view if the tags are removed from invoice + for tags in self.invoice_tag_ids.search([]): + if tags not in linked_tags: + self.env['ir.ui.view'].sudo().search( + [('name', '=', f'filter.{tags.name}')]).active = False + self.env['ir.ui.view'].sudo().search( + [('name', '=', f'filter.{tags.name}')]).unlink() diff --git a/invoice_tags/models/invoice_tags.py b/invoice_tags/models/invoice_tags.py new file mode 100644 index 000000000..9a9370eb8 --- /dev/null +++ b/invoice_tags/models/invoice_tags.py @@ -0,0 +1,73 @@ +# -*- coding: utf-8 -*- +################################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2025-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions (odoo@cybrosys.com) +# +# +# This program is free software: you can modify +# it under the terms of the GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# along with this program. If not, see . +# +################################################################################### +from random import randint +from odoo import fields, models, api, _ + + +class InvoiceTag(models.Model): + """Class for creating tags""" + _name = "invoice.tag" + _description = "Invoice Tag" + + def _get_default_color(self): + """Function to select color for tags""" + return randint(1, 11) + + name = fields.Char(string='Tag Name', required=True, translate=True, + help="Invoice tags") + color = fields.Integer(string='Color', default=_get_default_color, + help="Tag color") + + _sql_constraints = [ + ('name_uniq', 'unique (name)', "Tag name already exists !"), + ] + + def unlink(self): + """Unlink the tags from filtering""" + for record in self: + tag_name = self.env['ir.ui.view'].sudo().search( + [('name', '=', f'filter.{record.name}')]) + tag_name.active = False + tag_name.unlink() + return super(InvoiceTag, self).unlink() + + @api.onchange('name') + def _onchange_tag_name(self): + """Changed the filter name according to tag name""" + filter_name = self.browse(self._origin.id).name + tag_name = self.env['ir.ui.view'].sudo().search( + [('name', '=', f'filter.{filter_name}')]) + arch_base = _(""" + + + + + + """) % ( + self.name, self.name, self.name) + tag_name.write({ + 'name': f'filter{self.name}', + 'arch_base': arch_base + }) diff --git a/invoice_tags/security/ir.model.access.csv b/invoice_tags/security/ir.model.access.csv new file mode 100644 index 000000000..06d4ccbd7 --- /dev/null +++ b/invoice_tags/security/ir.model.access.csv @@ -0,0 +1,2 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_invoice_tags_user,access.invoice.tags.user,model_invoice_tag,base.group_user,1,1,1,1 diff --git a/invoice_tags/static/description/assets/cybro-icon.png b/invoice_tags/static/description/assets/cybro-icon.png new file mode 100755 index 000000000..06e73e11d Binary files /dev/null and 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+
+ + + +
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+ Community +
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+ Create or Add Related Tags to Invoices. +

+

Invoice Tags +

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+ Module helps to create or add related tags + to invoices. + +
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Key + Highlights

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+ Can Add the Invoice Related Tags. +
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+ Can be Filter Based on Tags.
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+ Can be Group by Based on Tags.
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+ Invoice Tags +

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

+ +
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+ +
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+ acc_bg +
+ +
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+

+ Configure New Tags

+

Go to configuration tab of + invoice. Click on the Tags + and create new tags related + to the invoice.

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+ Create new tags. We can add + the name of tag and color + for tags and save it.

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+ Use The Tags

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We can use the created tags + under the invoice. On the + other info tab we can see + the field 'Tags'. By + clicking we can add the + tags. +

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+ List View.

+

We can see the tags that + applied to the invoices in + the list view of the + invoice.

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+ Kanban View

+

+ We can see the tags that + applied to the invoices in + the kanban view of the + invoice. +

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+ Filter the Tags.

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We can filter the invoices + based on the tags.

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+ Group by the Tags.

+

We can group by the invoices + based on the tags.

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+ Can Add the Invoice Related + Tags. +

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+ +
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+ Can be Filter Based on + Tags.

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+ Can be Group by Based on + Tags.

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+ Invoice tags are + custom labels + that you can + create and + assign to + invoices for + better + categorization, + filtering, and + reporting. +

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+ +
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+ Go to the + Invoice → + Configuration + tab and click on + Tags. There you + can define new + tags by entering + a name and + choosing a + color. +

+
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+ +
+ +
+

+ In the invoice + form view, under + the Other Info + tab, you will + see a field + named Tags. + Click to select + or add multiple + tags to the + invoice. +

+
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+ +
+ +
+

+ Yes. Tags are + displayed in + both the list + View and Kanban + View of the + invoice module. +

+
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+ +
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+

+ Latest Release 18.0.1.0.0 +

+ + 19th July, 2025 + +
+
+
+
+
+ Add +
+
+
+
    +
  • Initial Commit for + Invoice Tags. +
  • +
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+ + + +
+

+ Related Products +

+ +
+ + +
+

+ Our Services

+ +
+
+ +
+
+ .... +
+
+ +
+
+ +
+
+ + + + + + diff --git a/invoice_tags/views/account_move_views.xml b/invoice_tags/views/account_move_views.xml new file mode 100644 index 000000000..175e28a77 --- /dev/null +++ b/invoice_tags/views/account_move_views.xml @@ -0,0 +1,56 @@ + + + + + account.move.view.form.inherit.invoice.tags + account.move + + + + + + + + + + account.move.view.list.inherit.invoice.tags + account.move + + + + + + + + + + account.move.view.kanban.inherit.invoice.tags + account.move + + + + + + + + + + account.move.view.search.inherit.invoice.tags + account.move + + + + + + + + + + + + diff --git a/invoice_tags/views/invoice_tags_views.xml b/invoice_tags/views/invoice_tags_views.xml new file mode 100644 index 000000000..a52386600 --- /dev/null +++ b/invoice_tags/views/invoice_tags_views.xml @@ -0,0 +1,48 @@ + + + + + invoice.tag.view.form + invoice.tag + +
+ +
+
+ + + + + +
+
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+ + + invoice.tag.view.list + invoice.tag + + + + + + + + + + Tags + invoice.tag + + +

Create Invoice Tags

+

Use Tags to manage and track your Invoice Details

+
+
+ + +