diff --git a/double_validation_invoice/README.rst b/double_validation_invoice/README.rst new file mode 100755 index 000000000..d5a07e64b --- /dev/null +++ b/double_validation_invoice/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Double Validation for Invoice and Bill +====================================== + *Invoice and bill need to be approved by Manager and Finance Manager if total amount exceeds a limit'.* + +Installation +============ +- www.odoo.com/documentation/16.0/setup/install.html +- Install our custom addon + +License +------- +GNU AFFERO GENERAL PUBLIC LICENSE v3.0 (AGPL-3) +(http://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer:(V16) Arwa V 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 https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ diff --git a/double_validation_invoice/__init__.py b/double_validation_invoice/__init__.py new file mode 100755 index 000000000..d0935ec22 --- /dev/null +++ b/double_validation_invoice/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Arwa V V (Contact : 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/double_validation_invoice/__manifest__.py b/double_validation_invoice/__manifest__.py new file mode 100755 index 000000000..29f6c4f3f --- /dev/null +++ b/double_validation_invoice/__manifest__.py @@ -0,0 +1,47 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Arwa V V (Contact : 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': 'Double Validation of Invoice and Bill', + 'version': '16.0.1.0.0', + 'category': 'Accounting', + 'summary': "Double Validation of Invoice and Bill that exceeds an amount " + "limit", + 'description': "Invoice and bill need to be approved by Manager and Finance" + " Manager if total amount exceeds a limit", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['sale_management', 'purchase'], + 'data': [ + 'security/double_validation_invoice_groups.xml', + 'views/account_move_views.xml', + 'views/res_config_settings_views.xml', + ], + 'images': [ + 'static/description/banner.png', + ], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/double_validation_invoice/doc/RELEASE_NOTES.md b/double_validation_invoice/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..e3f2f484f --- /dev/null +++ b/double_validation_invoice/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 29.11.2023 +#### Version 16.0.1.0.0 +#### ADD +- Initial commit for Double Validation of Invoice and Bill diff --git a/double_validation_invoice/models/__init__.py b/double_validation_invoice/models/__init__.py new file mode 100755 index 000000000..009ad972e --- /dev/null +++ b/double_validation_invoice/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Arwa V V (Contact : 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 account_move +from . import res_config_settings diff --git a/double_validation_invoice/models/account_move.py b/double_validation_invoice/models/account_move.py new file mode 100755 index 000000000..e87c3ffa8 --- /dev/null +++ b/double_validation_invoice/models/account_move.py @@ -0,0 +1,65 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Arwa V V (Contact : 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 AccountMove(models.Model): + """Inherits 'account.move' to add new states""" + _inherit = 'account.move' + + state = fields.Selection(selection_add=[ + ('first_approval', 'First Approval'), + ('second_approval', 'Second Approval'), ('posted',)], + ondelete={'first_approval': 'cascade', 'second_approval': 'cascade'}) + + def action_post(self): + """Method for validating invoices, checks if total amount is greater + than first validation amount""" + double_valid = self.env['ir.config_parameter'].sudo().get_param( + 'double_validation_invoice.double_validation') + first_valid_amt = self.env['ir.config_parameter'].sudo().get_param( + 'double_validation_invoice.first_valid_limit') + if double_valid: + if self.state == 'draft' and self.amount_total > float( + first_valid_amt): + self.state = 'first_approval' + elif (self.state == 'second_approval' or + self.state == 'first_approval'): + return super(AccountMove, self).action_post() + else: + return super(AccountMove, self).action_post() + else: + return super(AccountMove, self).action_post() + + def action_first_approval(self): + """Method for first validation of invoice""" + second_valid_amount = float( + self.env['ir.config_parameter'].sudo().get_param + ('double_validation_invoice.second_valid_limit')) + if self.amount_total > float(second_valid_amount): + self.state = 'second_approval' + else: + self.action_post() + + def action_second_approval(self): + """Method for second validation of invoice""" + self.action_post() diff --git a/double_validation_invoice/models/res_config_settings.py b/double_validation_invoice/models/res_config_settings.py new file mode 100755 index 000000000..206f10eb2 --- /dev/null +++ b/double_validation_invoice/models/res_config_settings.py @@ -0,0 +1,51 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Arwa V V (Contact : 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 ResConfigSettings(models.TransientModel): + """Inherits model 'res.config.settings' to add new fields""" + _inherit = 'res.config.settings' + + double_validation = fields.Boolean(string='Double Validation', + config_parameter='double_validation_invoice.' + 'double_validation', + help='Enable or disable double ' + 'validation for invoices. If ' + 'enabled, invoices will go through' + ' two validation stages.') + first_valid_limit = fields.Integer(string='First Validation Limit', + config_parameter='double_validation_invoice.' + 'first_valid_limit', + help='The monetary limit for the first' + ' validation stage. Invoices with ' + 'amounts up to this limit will ' + 'require the first validation.') + second_valid_limit = fields.Integer(string='Second Validation Limit', + config_parameter='double_validation_invoice.' + 'second_valid_limit', + help='The monetary limit for the ' + 'second validation stage.Invoices' + ' with amounts above the first ' + 'validation limit and up to this ' + 'limit will require the second ' + 'validation.') diff --git a/double_validation_invoice/security/double_validation_invoice_groups.xml b/double_validation_invoice/security/double_validation_invoice_groups.xml new file mode 100755 index 000000000..98b273f28 --- /dev/null +++ b/double_validation_invoice/security/double_validation_invoice_groups.xml @@ -0,0 +1,21 @@ + + + + Double Validation Invoice + User access levels for Double Validation + of Invoice and Bill + + 10 + + + Manager + + + + Finance Manager + + + + diff --git a/double_validation_invoice/static/description/assets/icons/check.png 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+ +
+
+ +
+
+
+ +

+ Double Validation of Invoice and Bills

+

+ A Module for Double Validation of Invoice and Bills

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

+ Explore This + Module

+
+ + + + +
+
+ +
+

+ Overview +

+
+
+
+ Invoice and bill need to be approved by Manager and Finance Manager if + the total amount exceeds a limit. +
+
+ + + +
+
+ +
+

+ Features +

+
+
+
+
+ + Two level approval for invoice. +
+
+
+
+ + Available in Odoo 16.0 Enterprise and + Community. +
+ +
+
+ + + +
+
+ +
+

+ Screenshots +

+
+
+
+ +
+

+ 'Double Validation' Option in Configuration Settings +

+

+ Go to Invoicing > Configuration settings > Enable 'Double Validation' and set 'First Validation Limit' and + 'Second Validation Limit'.

+ +
+ +
+

+ Access Rights for Double Validation +

+

+ Set access rights for double validation. Manager have the right + to + approve invoice that exceeded first validation limit. Finance + Manager + have the right to approve invoice that exceeded second + validation limit. + Finance Manager have the access rights that Manager has.

+ +
+ +
+

+ Create Invoice +

+

+ Create an invoice and confirm it.

+ +
+ +
+

+ If total amount exceeds first validation limit, invoice will be + moved to 'FIRST APPROVAL' state which + need to be approved by 'Manager'.

+ +
+ +
+

+ If total amount exceeds second validation limit, invoice will + be moved to + 'SECOND APPROVAL' state which need to be approved by 'Finance + Manager'

+ +
+
+

+ After approval of Finance Manager, invoice will be moved to + 'POSTED' stage.

+ +
+ +
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+ \ No newline at end of file diff --git a/double_validation_invoice/views/account_move_views.xml b/double_validation_invoice/views/account_move_views.xml new file mode 100755 index 000000000..31a8a123c --- /dev/null +++ b/double_validation_invoice/views/account_move_views.xml @@ -0,0 +1,21 @@ + + + + + account.move.view.form.inherit.double.validation.invoice + + account.move + + +