Merge 2d3ded0 into e28679a

sale_order_credit_limit_approval/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+################################################################
+#    License, author and contributors information in:          #
+#    __openerp__.py file at the root folder of this module.    #
+################################################################
+
+from . import models

sale_order_credit_limit_approval/__openerp__.py

@@ -0,0 +1,43 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Mandate module for openERP
+#    Copyright (C) 2015 Anubía, soluciones en la nube,SL (http://www.anubia.es)
+#    @author: Juan Formoso <jfv@anubia.es>,
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License 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 Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    'name': 'Sale Order Credit Limit Approval',
+    'summary': 'Need of validation by responsible when sale order exceeds '
+               'credit limit',
+    'version': '0.1',
+    'license': 'AGPL-3',
+    'author': 'Juan Formoso <jfv@anubia.es>',
+    'website': 'http://www.anubia.es',
+    'category': 'Sale',
+    'depends': [
+        'sale',
+    ],
+    'data': [
+        'views/res_partner_view.xml',
+        'views/sale_view.xml',
+        'views/sale_workflow.xml',
+    ],
+    'demo': [],
+    'test': [],
+    'installable': True,
+}

sale_order_credit_limit_approval/i18n/es.po

@@ -0,0 +1,83 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_order_credit_limit_approval
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2016-01-26 11:43+0000\n"
+"PO-Revision-Date: 2016-01-26 12:46+0100\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 1.5.4\n"
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "Approve Sale"
+msgstr "Aprobar venta"
+
+#. module: sale_order_credit_limit_approval
+#: field:res.partner,available_credit:0
+msgid "Available credit"
+msgstr "Crédito disponible"
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "Confirm Sale"
+msgstr "Confirmar venta"
+
+#. module: sale_order_credit_limit_approval
+#: code:addons/sale_order_credit_limit_approval/models/sale.py:40
+#, python-format
+msgid "Contact credit limit exceeded."
+msgstr "El límite del crédito concedido del contacto ha sido sobrepasado."
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "Deny order"
+msgstr "Denegar venta"
+
+#. module: sale_order_credit_limit_approval
+#: model:ir.model,name:sale_order_credit_limit_approval.model_res_partner
+msgid "Partner"
+msgstr "Contacto"
+
+#. module: sale_order_credit_limit_approval
+#: model:ir.model,name:sale_order_credit_limit_approval.model_sale_order
+msgid "Sales Order"
+msgstr "Pedido de venta"
+
+#. module: sale_order_credit_limit_approval
+#: field:res.partner,set_credit_limit:0
+msgid "Set credit limit"
+msgstr "Establecer crédito concedido"
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "Warning"
+msgstr "Aviso"
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "base.group_sale_manager"
+msgstr ""
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "oe_highlight"
+msgstr ""
+
+#. module: sale_order_credit_limit_approval
+#: view:sale.order:sale_order_credit_limit_approval.view_order_credit_limit_form
+msgid "waiting_for_approval"
+msgstr ""
+
+#. module: sale_order_credit_limit_approval
+#: view:res.partner:sale_order_credit_limit_approval.view_set_credit_limit_res_partner_form
+msgid "{'invisible': [('set_credit_limit', '=', False)]}"
+msgstr ""

sale_order_credit_limit_approval/models/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+################################################################
+#    License, author and contributors information in:          #
+#    __openerp__.py file at the root folder of this module.    #
+################################################################
+
+from . import res_partner
+from . import sale

sale_order_credit_limit_approval/models/res_partner.py

@@ -0,0 +1,29 @@
+# -*- coding: utf-8 -*-
+################################################################
+#    License, author and contributors information in:          #
+#    __openerp__.py file at the root folder of this module.    #
+################################################################
+
+from openerp import models, fields, api
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    @api.multi
+    @api.depends('credit', 'credit_limit')
+    def _compute_available_credit(self):
+        for partner in self:
+            available_credit = partner.credit_limit - partner.credit
+            if partner.set_credit_limit and available_credit > 0:
+                partner.available_credit = available_credit
+
+    set_credit_limit = fields.Boolean(string='Set credit limit')
+
+    available_credit = fields.Float(string='Available credit',
+                                    compute=_compute_available_credit)
+
+    @api.onchange('set_credit_limit')
+    def onchange_set_credit_limit(self):
+        if not self.set_credit_limit:
+            self.credit_limit = 0

sale_order_credit_limit_approval/models/sale.py

@@ -0,0 +1,48 @@
+# -*- coding: utf-8 -*-
+################################################################
+#    License, author and contributors information in:          #
+#    __openerp__.py file at the root folder of this module.    #
+################################################################
+
+from openerp import models, fields, api, _
+import logging
+_logger = logging.getLogger(__name__)
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    def _confirmation_is_allowed(self):
+        self.ensure_one()
+        if self.partner_id and self.partner_id.set_credit_limit and (
+           (self.amount_total + self.partner_id.credit) >
+           self.partner_id.credit_limit):
+            return False
+        else:
+            return True
+
+    @api.multi
+    @api.depends('amount_total', 'partner_id.credit',
+                 'partner_id.credit_limit')
+    def _compute_confirmation_allowed(self):
+        for sale_order in self:
+            sale_order.confirmation_allowed = \
+                sale_order._confirmation_is_allowed()
+
+    @api.multi
+    @api.depends('amount_total', 'partner_id.credit',
+                 'partner_id.credit_limit')
+    def _compute_warning(self):
+        for sale_order in self:
+            if sale_order._confirmation_is_allowed():
+                sale_order.credit_limit_warning = ''
+            else:
+                sale_order.credit_limit_warning = _(
+                    'Contact credit limit exceeded.')
+
+    confirmation_allowed = fields.Boolean(
+        string='Confirmation allowed', compute=_compute_confirmation_allowed)
+    credit_limit_warning = fields.Char(string='Warning',
+                                       compute=_compute_warning)
+    state = fields.Selection(
+        selection_add=[('waiting_for_approval', 'Waiting for approval')])

sale_order_credit_limit_approval/static/description/index.html

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+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h2 class="oe_slogan">Sale Order Credit Limit Approval</h2>
+            <p>This module was written to throw a warning when the credit limit of a customer is exceeded in a sale order, in addition to moving in this case the status to a new one named 'Waiting for approval'. If the credit limit of a customer is exceeded, only the sales manager will be able to approve the sale order.</p>
+            <p>The module also adds a new option to make optional the use of a credit limit, and shows the current state of this if it has been activated.</p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h2 class="oe_slogan">Installation</h2>
+        </div>
+        <div class="oe_span12">
+            <p class="oe_mt32">To install this module, you need to:
+                <ul>
+                    <li>Check that you have installed the module <strong>sale</strong>.</li>
+                </ul>
+            </p>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <h2 class="oe_slogan">Usage</h2>
+        </div>
+        <div class="oe_span6">
+            <p class="oe_mt32">To use this module, you need to:
+                <ul>
+                    <li>Go to <i>Sales > Sales > Customers</i>, and open any customer.</li>
+                    <li>Go to the <i>Accounting</i> tab, and check the new field <strong>Set credit limit</strong>.</li>
+                    <li>Fill in the <i>Credit limit</i> field with any quantity. You will be able to see how much credit has this customer still available.</li>
+                    <li>Save the new changes.</li>
+                    <li>Go to <i>Sales > Sales > Sales Orders</i>, and create a new sale order.</li>
+                    <li>Add new lines to the order and save it. If the total quantity is equal to or greater than the available credit of the selected customer, a message will appear at the top of the form.</li>
+                    <li>Then you will be able to confirm the sale order, but it will pass to the state <i>Waiting for approval</i>.</li>
+                    <li>When the order is waiting for approval, only a user belonging to the <i>Sales Manager</i> group will be able to approve the sale, clicking on the <i>Approve Sale</i> button.</li>
+                    <li>Once approved, the sale order will follow the standard workflow.</li>
+                </ul>
+            </p>
+        </div>
+        <div class="oe_span6">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img src="../img/screenshot1.png"/>
+            </div>
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img src="../img/screenshot2.png"/>
+            </div>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row">
+        <div class="oe_span12">
+            <h2 class="oe_slogan">Credits</h2>
+        </div>
+        <div class="oe_span12">
+            <h3>Contributors</h3>
+            <ul>
+                <li>Juan Formoso &lt;<a href="mailto:jfv@anubia.es">email.jfv@anubia.es</a>&gt;</li>
+            </ul>
+        </div>
+        <div class="oe_span12">
+            <h3>Maintainer</h3>
+            <p>
+                This module is maintained by the OCA.<br/>
+                OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.<br/>
+                To contribute to this module, please visit <a href="http://odoo-community.org">http://odoo-community.org</a>.<br/>
+                <a href="http://odoo-community.org"><img class="oe_picture oe_centered" src="http://odoo-community.org/logo.png"></a>
+            </p>
+        </div>
+    </div>
+</section>

sale_order_credit_limit_approval/views/res_partner_view.xml

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+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record id="view_set_credit_limit_res_partner_form" model="ir.ui.view" >
+            <field name="name">set.credit.limit.res.partner.form</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="account.view_partner_property_form"/>
+            <field name="arch" type="xml">
+                <field name="credit_limit" position="before">
+                    <field name="set_credit_limit"/>
+                </field>
+                <field name="credit_limit" position="attributes">
+                    <attribute name="attrs">{'invisible': [('set_credit_limit', '=', False)]}</attribute>
+                </field>
+                <field name="credit_limit" position="after">
+                    <field name="available_credit" attrs="{'invisible': [('set_credit_limit', '=', False)]}"/>
+                </field>
+            </field>
+        </record>
+    </data>
+</openerp>

sale_order_credit_limit_approval/views/sale_view.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0"?>
+<openerp>
+    <data>
+        <record id="view_order_credit_limit_form" model="ir.ui.view" >
+            <field name="name">order.credit.limit.form</field>
+            <field name="model">sale.order</field>
+            <field name="inherit_id" ref="sale.view_order_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//button[@name='action_button_confirm'][1]" position="attributes">
+                    <attribute name="string">Approve Sale</attribute>
+                    <attribute name="states">waiting_for_approval</attribute>
+                    <attribute name="groups">base.group_sale_manager</attribute>
+                    <attribute name="class">oe_highlight</attribute>
+                </xpath>
+                <xpath expr="//button[@name='action_button_confirm'][2]" position="attributes">
+                    <attribute name="invisible">1</attribute>
+                </xpath>
+                <xpath expr="//button[@name='action_button_confirm'][1]" position="after">
+                    <button name="move_to_waiting_for_approval" states="draft,sent" string="Confirm Sale"
+                        groups="base.group_user" class="oe_highlight"/>
+                    <button name="deny_order" states="waiting_for_approval" string="Deny order"
+                        groups="base.group_sale_manager"/>
+                </xpath>
+                <xpath expr="//sheet/group[1]" position="before">
+                    <field name="confirmation_allowed" invisible="1"/>
+                    <group name="warning_box" attrs="{'invisible': ['|', ('confirmation_allowed', '=', True), ('state', 'not in', ['cancel', 'draft', 'sent', 'waiting_for_approval'])]}">
+                        <div class="alert alert-danger">
+                            <span style="margin-right: 20px;"><strong>Warning</strong></span><field name="credit_limit_warning" nolabel="1" class="oe_inline"/>
+                        </div>
+                    </group>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</openerp>