diff --git a/customer_supplier_approval/README.rst b/customer_supplier_approval/README.rst new file mode 100644 index 000000000..691bb507a --- /dev/null +++ b/customer_supplier_approval/README.rst @@ -0,0 +1,47 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Customer/Supplier Approval +========================== +* Customer/Supplier Approval Module is Used to Add Validation for Customer/Vendors. + +Configuration +============= +* Add users to the three user groups + - Allow Validate Partner: can create and validate contacts + - Allow Approval Partner: can approve the validated contacts + - Administrator: can do both validation and approval of contacts + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +======= +GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +* Developer: (V14) Ruksana P + +Contacts +-------- +* Mail Contact : odoo@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 https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ \ No newline at end of file diff --git a/customer_supplier_approval/__init__.py b/customer_supplier_approval/__init__.py new file mode 100644 index 000000000..48ed07dfb --- /dev/null +++ b/customer_supplier_approval/__init__.py @@ -0,0 +1,21 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/customer_supplier_approval/__manifest__.py b/customer_supplier_approval/__manifest__.py new file mode 100644 index 000000000..ec99bad7a --- /dev/null +++ b/customer_supplier_approval/__manifest__.py @@ -0,0 +1,47 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': 'Customer/Supplier Approval', + 'version': '14.0.1.0.0', + 'category': 'Extra Tools', + 'summary': """This module allows users to validate or approve contacts """, + 'description': """By this module, you can grant access to users to validate + or approve partners. Then you will be able to select only + approved partners on sales orders, purchase orders, + invoices, bills or delivery orders.""", + 'author': ' Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'contacts', 'stock', 'sale_management', 'account', + 'purchase', ], + 'data': [ + 'security/customer_supplier_approval_groups.xml', + 'security/ir.model.access.csv', + 'views/res_partner_views.xml', + 'views/account_move_views.xml', + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/customer_supplier_approval/doc/RELEASE_NOTES.md b/customer_supplier_approval/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..85cf76680 --- /dev/null +++ b/customer_supplier_approval/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 04.07.2023 +#### Version 14.0.1.0.0 +##### ADD +- Initial Commit for Customer/Supplier Approval \ No newline at end of file diff --git a/customer_supplier_approval/models/__init__.py b/customer_supplier_approval/models/__init__.py new file mode 100644 index 000000000..ae70b865d --- /dev/null +++ b/customer_supplier_approval/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import purchase_order +from . import res_partner +from . import sale_order +from . import stock_picking diff --git a/customer_supplier_approval/models/purchase_order.py b/customer_supplier_approval/models/purchase_order.py new file mode 100644 index 000000000..d4f5d5378 --- /dev/null +++ b/customer_supplier_approval/models/purchase_order.py @@ -0,0 +1,31 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models + + +class PurchaseOrder(models.Model): + """Add new domain value for partner_id in purchase order model""" + _inherit = 'purchase.order' + + partner_id = fields.Many2one("res.partner", string='Vendor', + domain="[('state', '=', 'approved')]", + help="We can see the only approved partner " + "here") diff --git a/customer_supplier_approval/models/res_partner.py b/customer_supplier_approval/models/res_partner.py new file mode 100644 index 000000000..7b4de31a5 --- /dev/null +++ b/customer_supplier_approval/models/res_partner.py @@ -0,0 +1,78 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models, _ +from odoo.exceptions import ValidationError + + +class ResPartner(models.Model): + """This class inherited to add some extra fields and functions in the + Partner model""" + _inherit = 'res.partner' + + customer_supplier = fields.Char(string="Customer Supplier", + domain="[('state', '=', 'validated')]", + help="Unique id for partners") + hide_button = fields.Boolean(default=False, string='Hide Approve Button', + help="This boolean field is used to hide the " + "approve button") + hide_button_validate = fields.Boolean(default=False, + string='Hide Approve Button', + help="This boolean field is used to " + "hide the Validate button") + state = fields.Selection([('draft', 'Draft'), + ('validated', 'Validated'), + ('approved', 'Approved')], string='Status', + help="The states are in Draft,Validated and " + "Approved", default='draft') + _sql_constraints = [ + ('id_uniq', 'unique (customer_supplier)', 'The partner id unique !') + ] + + def action_validate(self): + """ Button function of validate, customer or supplier can validate """ + for rec in self: + rec.hide_button_validate = True + rec.write({'state': 'validated'}) + + def action_approve(self): + """ Button function of approve,customer or supplier can Approve """ + for rec in self: + rec.state = 'validated' + rec.hide_button = True + rec.write({'state': 'approved'}) + + def write(self, values): + """ To raise validation error when validator changes the state""" + if 'state' in values: + new_state = values.get('state') + if new_state == 'approved' or self.state == 'approved': + if not self.env.user.has_group( + 'customer_supplier_approval.' + 'customer_supplier_approval_group_approval'): + raise ValidationError( + _("Only Manager can perform that move!")) + if new_state == 'validated' or self.state == 'draft': + if not self.env.user.has_group( + 'customer_supplier_approval.' + 'customer_supplier_approval_group_validation'): + raise ValidationError( + _("Only Managers can perform that move!")) + return super().write(values) diff --git a/customer_supplier_approval/models/sale_order.py b/customer_supplier_approval/models/sale_order.py new file mode 100644 index 000000000..9f90ec522 --- /dev/null +++ b/customer_supplier_approval/models/sale_order.py @@ -0,0 +1,30 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class SaleOrder(models.Model): + """ add domain value for inherited fields """ + _inherit = 'sale.order' + + partner_id = fields.Many2one("res.partner", string='Customer', + domain="[('state', '=', 'approved')]", + help="We can see the approved partner here") diff --git a/customer_supplier_approval/models/stock_picking.py b/customer_supplier_approval/models/stock_picking.py new file mode 100644 index 000000000..66a2717a4 --- /dev/null +++ b/customer_supplier_approval/models/stock_picking.py @@ -0,0 +1,30 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: odoo@cybrosys.com +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class StockPicking(models.Model): + """ Add domain value for inherited fields """ + _inherit = 'stock.picking' + + partner_id = fields.Many2one("res.partner", string='Receive From', + domain="[('state', '=', 'approved')]", + help="We can see the approved partner here") diff --git a/customer_supplier_approval/security/customer_supplier_approval_groups.xml b/customer_supplier_approval/security/customer_supplier_approval_groups.xml new file mode 100644 index 000000000..ee27fc0ed --- /dev/null +++ b/customer_supplier_approval/security/customer_supplier_approval_groups.xml @@ -0,0 +1,28 @@ + + + + + Partner Approval and Validation + User access level for validating and + approving + + 10 + + + Allow Validate Partner + + + + Allow Approve Partner + + + + Administrator + + + + + \ No newline at end of file diff --git a/customer_supplier_approval/security/ir.model.access.csv b/customer_supplier_approval/security/ir.model.access.csv new file mode 100644 index 000000000..255c69879 --- /dev/null +++ b/customer_supplier_approval/security/ir.model.access.csv @@ -0,0 +1,4 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_res_partner_validation,access.res.partner.validation,model_res_partner,customer_supplier_approval.customer_supplier_approval_group_validation,1,1,1,1 +access_res_partner_approval,access.res.partner.approval,model_res_partner,customer_supplier_approval.customer_supplier_approval_group_approval,1,1,1,1 +access_res_partner_admin,access.res.partner.admin,model_res_partner,customer_supplier_approval.customer_supplier_approval_group_admin,1,1,1,1 diff --git 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+ Customer/Supplier Approval

+

+ Allows Users to validate or approve customers +

+ +
+
+ +
+
+

+ Overview +

+
+
+

+ In this module, you can give access for users to validate and + approve + when creating a new customer Only approved customers will be + listed on + sale orders, purchase orders, delivery orders, customer + invoices, etc. + When choosing the partner dropdown menu.

+
+
+
+
+

+ Features +

+
+
+
+ +
+
+

+ Easily can set approval or validation of Customer/Supplier + accesses user-wise.

+
+
+
+
+ +
+
+

+ User can select only approved Customer/Supplier +

+
+
+
+
+
+

+ Screenshots +

+
+
+

+ Validate button access for user

+

+ Go to Settings > Users there you can see under Access Right tab + you can enable 'Allow Validate Partner' under + Approval and Validation category

+ +
+
+

+ Add Validate button and statusbar in the customer form view

+

+ Click on 'Validate' button user can validate the customer ,then + the + state will change from draft to validate. +

+ +
+
+

+ Approve button access for user

+

+ Go to Settings > Users there you can see under Access Right tab + you + can enable 'Allow Approve Partner' under + Approval and Validation category

+ +
+
+

+ Add Approve button in customer form view

+

+ Click on 'Approve' button user can approve the customer ,then + the + state will change from validate to approve.User + can also generate an id for customer +

+ +
+
+

+ Administrator access

+

+ Go to Settings > Users there you can see under Access Right tab + you + can enable 'Administrator' under + Approval and Validation category . Administrator has both + validation + and approve access.

+ +
+
+

+ Filter Kanban Customer

+

+ You can filter the state quickly from kanban customer. +

+ +
+
+

+ Group by Kanban Customer

+

+ You can group by the state quickly from kanban customer. +

+ +
+
+

+ Sale order form view

+

+ when creating a sale order only approved customers will be + listed in + the customer dropdown +

+ +
+
+

+ Purchase order form view

+

+ when creating a purchase order only approved vendors will be + listed + in the vendor dropdown +

+ +
+
+

+ Customer invoice form view

+

+ when creating a customer invoice only approved customers will be + listed in the customer dropdown +

+ +
+
+

+ Inventory form view

+

+ when creating a delivery order only approved partners will be + listed + in the partner dropdown +

+ +
+
+ +
+
+

Suggested Products

+
+ +
+
+ + + +
+
+
+

Our Services

+
+
+
+
+ +
+
+ Odoo + Customization
+
+
+
+ +
+
+ Odoo + Implementation
+
+
+
+ +
+
+ Odoo + Support
+
+
+
+ +
+
+ Hire + Odoo + Developer
+
+
+
+ +
+
+ Odoo + Integration
+
+
+
+ +
+
+ Odoo + Migration
+
+
+
+ +
+
+ Odoo + Consultancy
+
+
+
+ +
+
+ Odoo + Implementation
+
+
+
+ +
+
+ Odoo + Licensing Consultancy
+
+
+
+ + + +
+
+
+

Our Industries

+
+
+
+
+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
+
+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

+
+
+
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

+
+
+
+
+ + + + +
+
+
+

Need Help?

+
+
+
+ +
+ + +
+ +
+ +
+
+ +
+ +
+ +
+
+ +
+
+
+ +
+ + \ No newline at end of file diff --git a/customer_supplier_approval/views/account_move_views.xml b/customer_supplier_approval/views/account_move_views.xml new file mode 100644 index 000000000..70ff4b59d --- /dev/null +++ b/customer_supplier_approval/views/account_move_views.xml @@ -0,0 +1,19 @@ + + + + + + account.move.view.form.inherit.customer.supplier.approval + + account.move + + + + [('type', '!=', 'private'), + ('company_id', 'in', (False, company_id)),('state', '=', + 'approved')] + + + + + \ No newline at end of file diff --git a/customer_supplier_approval/views/res_partner_views.xml b/customer_supplier_approval/views/res_partner_views.xml new file mode 100644 index 000000000..a15182149 --- /dev/null +++ b/customer_supplier_approval/views/res_partner_views.xml @@ -0,0 +1,70 @@ + + + + + + res.partner.view.form.inherit.customer.supplier.approval + + res.partner + + + +
+
+
+ + + + + +
+
+ + + + res.partner.view.kanban.inherit.customer.supplier.approval + + res.partner + + + + + + + + + + + + + res.partner.inherit.search.customer.supplier.approval + + res.partner + + + + + + + + + +
\ No newline at end of file