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Add oca-purchase submodule with 96 purchase modules moved from oca-workflow-process
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# Purchase Minimum Amount
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Odoo addon: purchase_minimum_amount
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## Installation
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```bash
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pip install odoo-bringout-oca-purchase-workflow-purchase_minimum_amount
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```
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## Dependencies
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This addon depends on:
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- purchase_order_approval_block
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## Manifest Information
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- **Name**: Purchase Minimum Amount
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- **Version**: 16.0.1.0.0
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- **Category**: N/A
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- **License**: AGPL-3
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- **Installable**: True
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## Source
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Based on [OCA/purchase-workflow](https://github.com/OCA/purchase-workflow) branch 16.0, addon `purchase_minimum_amount`.
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## License
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This package maintains the original AGPL-3 license from the upstream Odoo project.
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## Documentation
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- Overview: doc/OVERVIEW.md
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- Architecture: doc/ARCHITECTURE.md
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- Models: doc/MODELS.md
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- Controllers: doc/CONTROLLERS.md
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- Wizards: doc/WIZARDS.md
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- Reports: doc/REPORTS.md
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- Security: doc/SECURITY.md
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- Install: doc/INSTALL.md
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- Usage: doc/USAGE.md
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- Configuration: doc/CONFIGURATION.md
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- Dependencies: doc/DEPENDENCIES.md
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- Troubleshooting: doc/TROUBLESHOOTING.md
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- FAQ: doc/FAQ.md
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# Architecture
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```mermaid
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flowchart TD
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U[Users] -->|HTTP| V[Views and QWeb Templates]
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V --> C[Controllers]
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V --> W[Wizards – Transient Models]
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C --> M[Models and ORM]
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W --> M
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M --> R[Reports]
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DX[Data XML] --> M
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S[Security – ACLs and Groups] -. enforces .-> M
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subgraph Purchase_minimum_amount Module - purchase_minimum_amount
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direction LR
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M:::layer
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W:::layer
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C:::layer
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V:::layer
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R:::layer
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S:::layer
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DX:::layer
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end
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classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
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```
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Notes
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- Views include tree/form/kanban templates and report templates.
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- Controllers provide website/portal routes when present.
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- Wizards are UI flows implemented with `models.TransientModel`.
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- Data XML loads data/demo records; Security defines groups and access.
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# Configuration
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Refer to Odoo settings for purchase_minimum_amount. Configure related models, access rights, and options as needed.
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# Controllers
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This module does not define custom HTTP controllers.
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# Dependencies
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This addon depends on:
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- [purchase_order_approval_block](https://github.com/bringout/oca-workflow-process)
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# FAQ
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- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
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- Q: How to enable? A: Start server with --addon purchase_minimum_amount or install in UI.
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# Install
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```bash
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pip install odoo-bringout-oca-purchase-workflow-purchase_minimum_amount"
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# or
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uv pip install odoo-bringout-oca-purchase-workflow-purchase_minimum_amount"
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```
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# Models
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Detected core models and extensions in purchase_minimum_amount.
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```mermaid
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classDiagram
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class purchase_order
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class purchase_order_line
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class res_partner
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```
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Notes
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- Classes show model technical names; fields omitted for brevity.
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- Items listed under _inherit are extensions of existing models.
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# Overview
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Packaged Odoo addon: purchase_minimum_amount. Provides features documented in upstream Odoo 16 under this addon.
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- Source: OCA/OCB 16.0, addon purchase_minimum_amount
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- License: LGPL-3
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# Reports
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This module does not define custom reports.
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# Security
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This module does not define custom security rules or access controls beyond Odoo defaults.
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Default Odoo security applies:
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- Base user access through standard groups
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- Model access inherited from dependencies
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- No custom row-level security rules
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# Troubleshooting
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- Ensure Python and Odoo environment matches repo guidance.
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- Check database connectivity and logs if startup fails.
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- Validate that dependent addons listed in DEPENDENCIES.md are installed.
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# Usage
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Start Odoo including this addon (from repo root):
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```bash
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python3 scripts/nix_odoo_web_server.py --db-name mydb --addon purchase_minimum_amount
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```
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# Wizards
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This module does not include UI wizards.
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=======================
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Purchase Minimum Amount
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:ab05f36d17308926281dc7fa679ef2166f78174c06812a21c9287cb59b0ee9b8
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount
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:alt: OCA/purchase-workflow
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||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
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:target: https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_minimum_amount
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:alt: Translate me on Weblate
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||||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||||
:target: https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to establish and automate a specific Purchase Order
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Approval Block Reason in the system: the 'Minimum Purchase Order Amount per
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Vendor'.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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* Go to 'Purchases / Purchase / Vendors'
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* Click on a Vendor and inside the 'Sales & Purchases' page specify the
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non-required field 'Minimum Purchase Amount'.
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* Assign the security group 'Release RFQ with approval block' to users that
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should be able to release the block. Users in group 'Purchase / Managers'
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are by default assigned to this group.
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Usage
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=====
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Set the Purchase Approval Block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to 'Purchases / Purchase / Requests for Quotation'
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#. Create a new RFQ and upon saving if the Untaxed Amount is below the
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Purchase Minimum Amount specified in that vendor, then the Approval Block
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Reason is automatically set and the Approval Block Reason is not editable
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anymore.
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Search existing RFQ
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~~~~~~~~~~~~~~~~~~~
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There is a filter 'Blocked' to search for orders that are blocked.
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It is also possible to search RFQ’s with the Approval Block Reason 'Minimum
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Purchase Order Amount per Vendor'.
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Confirm the RFQ
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~~~~~~~~~~~~~~~
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#. Press the button ‘Confirm’. If there’s an approval block, the order will
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be set to status 'To Approve'. You will then need to request a Purchase
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Manager to approve it.
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Release the purchase approval block
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
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Order Amount for that vendor (excluding taxes) are automatically released.
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#. If a blocked RFQ without surpassing the minimum amount wants to be
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released, a user member of the security group 'Release RFQ with approval
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block' can see a button 'Release Approval Block'. When pressing it, anyone
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seeing that RFQ is able to validate it.
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Notifications to followers
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Followers of the RFQ receive notifications when an approval block has been
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set or released.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-workflow/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ForgeFlow
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Contributors
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~~~~~~~~~~~~
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* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
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* Roser Garcia <roser.garcia@forgeflow.com>
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* Darshan Patel <darshan.patel.serpentcs@gmail.com>
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* Nikul Chaudhary <nikulchaudhary2112@gmail.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0).
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from . import models
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# Copyright 2016 ForgeFlow S.L.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0).
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{
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"name": "Purchase Minimum Amount",
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"author": "ForgeFlow, Odoo Community Association (OCA)",
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"version": "16.0.1.0.0",
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"website": "https://github.com/OCA/purchase-workflow",
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"depends": ["purchase_order_approval_block"],
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"data": [
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"data/purchase_block_reason_data.xml",
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"views/purchase_order_view.xml",
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"views/res_partner_view.xml",
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],
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"license": "AGPL-3",
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"installable": True,
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}
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<?xml version="1.0" encoding="utf-8" ?>
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<!--
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Copyright 2017 ForgeFlow S.L.
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Copyright 2017 Serpent Consulting Services Pvt. Ltd.
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License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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-->
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<odoo>
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<record id="minimum_amount_block_reason" model="purchase.approval.block.reason">
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<field name="name">Minimum Amount per Vendor</field>
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<field
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name="description"
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>Set total minimum amount (before taxes) for a vendor.</field>
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</record>
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</odoo>
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * purchase_minimum_amount
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 16.0\n"
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"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: \n"
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||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
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"Content-Type: text/plain; charset=UTF-8\n"
|
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_res_partner
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msgid "Contact"
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msgstr "Kontakt"
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
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msgid "Minimum Purchase Amount"
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msgstr "Minimum Nabavni Iznos"
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
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msgid "Purchase Minimum Amount"
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msgstr "Nabavni Minimum Iznos"
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
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msgid "Purchase Order"
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msgstr "Nalog za nabavu"
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
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msgid "Purchase Order Line"
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msgstr "Stavka naloga za nabavu"
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * purchase_minimum_amount
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#
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# Translators:
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# OCA Transbot <transbot@odoo-community.org>, 2018
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
|
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"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2018\n"
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"Language-Team: German (https://www.transifex.com/oca/teams/23907/de/)\n"
|
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"Language: de\n"
|
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"MIME-Version: 1.0\n"
|
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"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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|
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_res_partner
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msgid "Contact"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
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msgid "Display Name"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
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msgid "ID"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
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msgid "Last Modified on"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
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msgid "Minimum Purchase Amount"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
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msgid "Purchase Minimum Amount"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
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msgid "Purchase Order"
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msgstr ""
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#. module: purchase_minimum_amount
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#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
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msgid "Purchase Order Line"
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msgstr "Bestellposition"
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@ -0,0 +1,67 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2024-04-17 19:34+0000\n"
|
||||
"Last-Translator: Ivorra78 <informatica@totmaterial.es>\n"
|
||||
"Language-Team: Spanish (https://www.transifex.com/oca/teams/23907/es/)\n"
|
||||
"Language: es\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 4.17\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contacto"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Mostrar Nombre"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr "ID"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Última Modificación el"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr "Importe mínimo de compra"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr "Importe mínimo de compra"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr "Orden de compra"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Línea orden de compra"
|
||||
|
|
@ -0,0 +1,67 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2018-02-23 17:50+0000\n"
|
||||
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2018\n"
|
||||
"Language-Team: Spanish (Mexico) (https://www.transifex.com/oca/teams/23907/"
|
||||
"es_MX/)\n"
|
||||
"Language: es_MX\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Línea de orden de compra"
|
||||
|
|
@ -0,0 +1,68 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
# Quentin THEURET <odoo@kerpeo.com>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2020-08-28 17:00+0000\n"
|
||||
"Last-Translator: Sandie FAVRE <sandie.favre@grap.coop>\n"
|
||||
"Language-Team: French (https://www.transifex.com/oca/teams/23907/fr/)\n"
|
||||
"Language: fr\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n > 1;\n"
|
||||
"X-Generator: Weblate 3.10\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contact"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr "Montant minimum d'achat"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr "Montant minimum d'achat"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr "Commande"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Ligne de commande d'achat"
|
||||
|
|
@ -0,0 +1,67 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2024-01-29 17:34+0000\n"
|
||||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
|
||||
"Language-Team: Italian (https://www.transifex.com/oca/teams/23907/it/)\n"
|
||||
"Language: it\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 4.17\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contatto"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr "Nome visualizzato"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr "ID"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr "Ultima modifica il"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr "Importo minimo acquisto"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr "Importo minimo acquisto"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr "Ordine di acquisto"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Riga ordine di acquisto"
|
||||
|
|
@ -0,0 +1,68 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2022-10-03 17:36+0000\n"
|
||||
"Last-Translator: Douglas Custódio <douglascstd@yahoo.com>\n"
|
||||
"Language-Team: Portuguese (Brazil) (https://www.transifex.com/oca/"
|
||||
"teams/23907/pt_BR/)\n"
|
||||
"Language: pt_BR\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n > 1;\n"
|
||||
"X-Generator: Weblate 4.3.2\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Linha do Pedido de Compra"
|
||||
|
|
@ -0,0 +1,40 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr ""
|
||||
|
|
@ -0,0 +1,68 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * purchase_minimum_amount
|
||||
#
|
||||
# Translators:
|
||||
# OCA Transbot <transbot@odoo-community.org>, 2018
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 11.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2018-02-23 17:50+0000\n"
|
||||
"PO-Revision-Date: 2020-08-12 15:59+0000\n"
|
||||
"Last-Translator: Matjaz Mozetic <matjaz@matmoz.si>\n"
|
||||
"Language-Team: Slovenian (https://www.transifex.com/oca/teams/23907/sl/)\n"
|
||||
"Language: sl\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=4; plural=n%100==1 ? 0 : n%100==2 ? 1 : n%100==3 || n"
|
||||
"%100==4 ? 2 : 3;\n"
|
||||
"X-Generator: Weblate 3.10\n"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__display_name
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__display_name
|
||||
msgid "Display Name"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line__id
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__id
|
||||
msgid "ID"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order_line____last_update
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner____last_update
|
||||
msgid "Last Modified on"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_partner__minimum_po_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_res_users__minimum_po_amount
|
||||
msgid "Minimum Purchase Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model.fields,field_description:purchase_minimum_amount.field_purchase_order__minimum_po_amount
|
||||
msgid "Purchase Minimum Amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order
|
||||
msgid "Purchase Order"
|
||||
msgstr "Nabavni nalog"
|
||||
|
||||
#. module: purchase_minimum_amount
|
||||
#: model:ir.model,name:purchase_minimum_amount.model_purchase_order_line
|
||||
msgid "Purchase Order Line"
|
||||
msgstr "Postavka nabavnega naloga"
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from . import purchase_order
|
||||
from . import partner
|
||||
|
|
@ -0,0 +1,11 @@
|
|||
# Copyright 2017 ForgeFlow S.L.
|
||||
# Copyright 2017 Serpent Consulting Services Pvt. Ltd.
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class ResPartner(models.Model):
|
||||
_inherit = "res.partner"
|
||||
|
||||
minimum_po_amount = fields.Float("Minimum Purchase Amount")
|
||||
|
|
@ -0,0 +1,57 @@
|
|||
# Copyright 2017 ForgeFlow S.L.
|
||||
# Copyright 2017 Serpent Consulting Services Pvt. Ltd.
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class PurchaseOrder(models.Model):
|
||||
_inherit = "purchase.order"
|
||||
|
||||
minimum_po_amount = fields.Float(
|
||||
related="partner_id.minimum_po_amount",
|
||||
string="Purchase Minimum Amount",
|
||||
)
|
||||
|
||||
@api.constrains("partner_id")
|
||||
def _check_minimum_amount(self):
|
||||
for rec in self:
|
||||
po_amt_block = rec.env.ref(
|
||||
"purchase_minimum_amount." "minimum_amount_block_reason",
|
||||
raise_if_not_found=False,
|
||||
)
|
||||
under_min = rec.amount_untaxed < rec.minimum_po_amount
|
||||
force_release = rec.env.context.get(
|
||||
"force_po_approval_block_release", False
|
||||
)
|
||||
if under_min and not rec.approval_block_id and not force_release:
|
||||
rec.approval_block_id = po_amt_block
|
||||
elif not under_min and rec.approval_block_id == po_amt_block:
|
||||
rec.approval_block_id = False
|
||||
return True
|
||||
|
||||
|
||||
class PurchaseOrderLine(models.Model):
|
||||
_inherit = "purchase.order.line"
|
||||
|
||||
@api.model
|
||||
def _check_minimum_amount_fields(self):
|
||||
"""As we are adding a hook, we cannot use api.constrain"""
|
||||
return ["product_qty", "price_unit"]
|
||||
|
||||
@api.model_create_multi
|
||||
def create(self, mvals):
|
||||
records = super(PurchaseOrderLine, self).create(mvals)
|
||||
fields = self._check_minimum_amount_fields()
|
||||
for vals, res in zip(mvals, records):
|
||||
if any(field in vals for field in fields):
|
||||
res.order_id._check_minimum_amount()
|
||||
return records
|
||||
|
||||
def write(self, vals):
|
||||
res = super(PurchaseOrderLine, self).write(vals)
|
||||
fields = self._check_minimum_amount_fields()
|
||||
for rec in self:
|
||||
if any(field in vals for field in fields):
|
||||
rec.order_id._check_minimum_amount()
|
||||
return res
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
* Go to 'Purchases / Purchase / Vendors'
|
||||
* Click on a Vendor and inside the 'Sales & Purchases' page specify the
|
||||
non-required field 'Minimum Purchase Amount'.
|
||||
* Assign the security group 'Release RFQ with approval block' to users that
|
||||
should be able to release the block. Users in group 'Purchase / Managers'
|
||||
are by default assigned to this group.
|
||||
|
|
@ -0,0 +1,4 @@
|
|||
* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
|
||||
* Roser Garcia <roser.garcia@forgeflow.com>
|
||||
* Darshan Patel <darshan.patel.serpentcs@gmail.com>
|
||||
* Nikul Chaudhary <nikulchaudhary2112@gmail.com>
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
This module allows you to establish and automate a specific Purchase Order
|
||||
Approval Block Reason in the system: the 'Minimum Purchase Order Amount per
|
||||
Vendor'.
|
||||
|
|
@ -0,0 +1,38 @@
|
|||
Set the Purchase Approval Block
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
#. Go to 'Purchases / Purchase / Requests for Quotation'
|
||||
#. Create a new RFQ and upon saving if the Untaxed Amount is below the
|
||||
Purchase Minimum Amount specified in that vendor, then the Approval Block
|
||||
Reason is automatically set and the Approval Block Reason is not editable
|
||||
anymore.
|
||||
|
||||
Search existing RFQ
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
There is a filter 'Blocked' to search for orders that are blocked.
|
||||
It is also possible to search RFQ’s with the Approval Block Reason 'Minimum
|
||||
Purchase Order Amount per Vendor'.
|
||||
|
||||
Confirm the RFQ
|
||||
~~~~~~~~~~~~~~~
|
||||
|
||||
#. Press the button ‘Confirm’. If there’s an approval block, the order will
|
||||
be set to status 'To Approve'. You will then need to request a Purchase
|
||||
Manager to approve it.
|
||||
|
||||
Release the purchase approval block
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
#. All the RFQ’s with a total amount surpassing the specified Minimum Purchase
|
||||
Order Amount for that vendor (excluding taxes) are automatically released.
|
||||
#. If a blocked RFQ without surpassing the minimum amount wants to be
|
||||
released, a user member of the security group 'Release RFQ with approval
|
||||
block' can see a button 'Release Approval Block'. When pressing it, anyone
|
||||
seeing that RFQ is able to validate it.
|
||||
|
||||
Notifications to followers
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
#. Followers of the RFQ receive notifications when an approval block has been
|
||||
set or released.
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,493 @@
|
|||
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>Purchase Minimum Amount</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
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|
||||
span.classifier-delimiter {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
span.interpreted {
|
||||
font-family: sans-serif }
|
||||
|
||||
span.option {
|
||||
white-space: nowrap }
|
||||
|
||||
span.pre {
|
||||
white-space: pre }
|
||||
|
||||
span.problematic, pre.problematic {
|
||||
color: red }
|
||||
|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="purchase-minimum-amount">
|
||||
<h1 class="title">Purchase Minimum Amount</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:ab05f36d17308926281dc7fa679ef2166f78174c06812a21c9287cb59b0ee9b8
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount"><img alt="OCA/purchase-workflow" src="https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/purchase-workflow-16-0/purchase-workflow-16-0-purchase_minimum_amount"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/purchase-workflow&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows you to establish and automate a specific Purchase Order
|
||||
Approval Block Reason in the system: the ‘Minimum Purchase Order Amount per
|
||||
Vendor’.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a><ul>
|
||||
<li><a class="reference internal" href="#set-the-purchase-approval-block" id="toc-entry-3">Set the Purchase Approval Block</a></li>
|
||||
<li><a class="reference internal" href="#search-existing-rfq" id="toc-entry-4">Search existing RFQ</a></li>
|
||||
<li><a class="reference internal" href="#confirm-the-rfq" id="toc-entry-5">Confirm the RFQ</a></li>
|
||||
<li><a class="reference internal" href="#release-the-purchase-approval-block" id="toc-entry-6">Release the purchase approval block</a></li>
|
||||
<li><a class="reference internal" href="#notifications-to-followers" id="toc-entry-7">Notifications to followers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-8">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-9">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-10">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-11">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-12">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<ul class="simple">
|
||||
<li>Go to ‘Purchases / Purchase / Vendors’</li>
|
||||
<li>Click on a Vendor and inside the ‘Sales & Purchases’ page specify the
|
||||
non-required field ‘Minimum Purchase Amount’.</li>
|
||||
<li>Assign the security group ‘Release RFQ with approval block’ to users that
|
||||
should be able to release the block. Users in group ‘Purchase / Managers’
|
||||
are by default assigned to this group.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<div class="section" id="set-the-purchase-approval-block">
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">Set the Purchase Approval Block</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to ‘Purchases / Purchase / Requests for Quotation’</li>
|
||||
<li>Create a new RFQ and upon saving if the Untaxed Amount is below the
|
||||
Purchase Minimum Amount specified in that vendor, then the Approval Block
|
||||
Reason is automatically set and the Approval Block Reason is not editable
|
||||
anymore.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="search-existing-rfq">
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Search existing RFQ</a></h2>
|
||||
<p>There is a filter ‘Blocked’ to search for orders that are blocked.
|
||||
It is also possible to search RFQ’s with the Approval Block Reason ‘Minimum
|
||||
Purchase Order Amount per Vendor’.</p>
|
||||
</div>
|
||||
<div class="section" id="confirm-the-rfq">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Confirm the RFQ</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>Press the button ‘Confirm’. If there’s an approval block, the order will
|
||||
be set to status ‘To Approve’. You will then need to request a Purchase
|
||||
Manager to approve it.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="release-the-purchase-approval-block">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Release the purchase approval block</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>All the RFQ’s with a total amount surpassing the specified Minimum Purchase
|
||||
Order Amount for that vendor (excluding taxes) are automatically released.</li>
|
||||
<li>If a blocked RFQ without surpassing the minimum amount wants to be
|
||||
released, a user member of the security group ‘Release RFQ with approval
|
||||
block’ can see a button ‘Release Approval Block’. When pressing it, anyone
|
||||
seeing that RFQ is able to validate it.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="notifications-to-followers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Notifications to followers</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>Followers of the RFQ receive notifications when an approval block has been
|
||||
set or released.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-8">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/purchase-workflow/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/purchase-workflow/issues/new?body=module:%20purchase_minimum_amount%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-9">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-10">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>ForgeFlow</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-11">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>></li>
|
||||
<li>Roser Garcia <<a class="reference external" href="mailto:roser.garcia@forgeflow.com">roser.garcia@forgeflow.com</a>></li>
|
||||
<li>Darshan Patel <<a class="reference external" href="mailto:darshan.patel.serpentcs@gmail.com">darshan.patel.serpentcs@gmail.com</a>></li>
|
||||
<li>Nikul Chaudhary <<a class="reference external" href="mailto:nikulchaudhary2112@gmail.com">nikulchaudhary2112@gmail.com</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-12">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
</a>
|
||||
<p>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.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/purchase-workflow/tree/16.0/purchase_minimum_amount">OCA/purchase-workflow</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from . import test_po_minimum_amount_block
|
||||
|
|
@ -0,0 +1,127 @@
|
|||
# Copyright 2017 ForgeFlow S.L.
|
||||
# Copyright 2017 Serpent Consulting Services Pvt. Ltd.
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
import time
|
||||
|
||||
from odoo.tests.common import TransactionCase
|
||||
from odoo.tools import DEFAULT_SERVER_DATETIME_FORMAT
|
||||
|
||||
|
||||
class TestPoAmountBlock(TransactionCase):
|
||||
def setUp(self):
|
||||
super(TestPoAmountBlock, self).setUp()
|
||||
self.users_obj = self.env["res.users"]
|
||||
self.po_obj = self.env["purchase.order"]
|
||||
self.po_block_obj = self.env["purchase.approval.block.reason"]
|
||||
# company
|
||||
self.company1 = self.env.ref("base.main_company")
|
||||
# groups
|
||||
self.group_purchase_user = self.env.ref("purchase.group_purchase_user")
|
||||
self.group_purchase_manager = self.env.ref("purchase.group_purchase_manager")
|
||||
# Partner
|
||||
self.partner1 = self.env["res.partner"].create(
|
||||
{
|
||||
"name": "Partner",
|
||||
}
|
||||
)
|
||||
# Products
|
||||
self.product1 = self.env["product.product"].create({"name": "Product 1"})
|
||||
self.product2 = self.env["product.product"].create({"name": "Product 2"})
|
||||
self.product3 = self.env["product.product"].create({"name": "Product 3"})
|
||||
# Create users
|
||||
self.user1_id = self._create_user(
|
||||
"user_1",
|
||||
[self.group_purchase_user],
|
||||
self.company1,
|
||||
)
|
||||
self.user2_id = self._create_user(
|
||||
"user_2",
|
||||
[self.group_purchase_manager],
|
||||
self.company1,
|
||||
)
|
||||
|
||||
def _create_user(self, login, groups, company):
|
||||
"""Create a user."""
|
||||
group_ids = [group.id for group in groups]
|
||||
user = self.users_obj.with_context(no_reset_password=True).create(
|
||||
{
|
||||
"name": "Purchase User",
|
||||
"login": login,
|
||||
"password": "test",
|
||||
"email": "test@yourcompany.com",
|
||||
"company_id": company.id,
|
||||
"company_ids": [(4, company.id)],
|
||||
"groups_id": [(6, 0, group_ids)],
|
||||
}
|
||||
)
|
||||
return user.id
|
||||
|
||||
def _create_purchase(self, line_products):
|
||||
"""Create a purchase order.
|
||||
``line_products`` is a list of tuple [(product, qty)]
|
||||
"""
|
||||
lines = []
|
||||
for product, qty in line_products:
|
||||
line_values = {
|
||||
"name": product.name,
|
||||
"product_id": product.id,
|
||||
"product_qty": qty,
|
||||
"product_uom": product.uom_id.id,
|
||||
"price_unit": 100,
|
||||
"date_planned": time.strftime(DEFAULT_SERVER_DATETIME_FORMAT),
|
||||
}
|
||||
lines.append((0, 0, line_values))
|
||||
purchase = self.po_obj.create(
|
||||
{
|
||||
"partner_id": self.partner1.id,
|
||||
"approval_block_id": self.po_block_obj.id,
|
||||
"order_line": lines,
|
||||
"company_id": self.company1.id,
|
||||
}
|
||||
)
|
||||
return purchase
|
||||
|
||||
def test_po_amount_block_under_minimum_manager_user_release(self):
|
||||
"""Test PO Block for Minimum Threshold Vendor Amount"""
|
||||
self.partner1.write({"minimum_po_amount": 1500.00})
|
||||
|
||||
# Create a PO with an amount below the minimum and check that the
|
||||
# Approval Block Reason is correctly assign
|
||||
purchase1 = self._create_purchase(
|
||||
[(self.product1, 1), (self.product2, 5), (self.product3, 8)]
|
||||
)
|
||||
|
||||
self.assertEqual(
|
||||
purchase1.approval_block_id,
|
||||
self.env.ref("purchase_minimum_amount.minimum_amount_block_reason"),
|
||||
)
|
||||
|
||||
purchase1.with_user(self.user1_id).button_confirm()
|
||||
self.assertEqual(purchase1.state, "draft")
|
||||
# Release the PO by pressing the button and then confirming the order
|
||||
purchase1.with_user(self.user2_id).button_release_approval_block()
|
||||
purchase1.button_confirm()
|
||||
self.assertEqual(purchase1.state, "purchase")
|
||||
|
||||
def test_po_amount_block_above_minimum_group_user(self):
|
||||
"""Test PO Block for Minimum Threshold Vendor Amount"""
|
||||
self.partner1.write({"minimum_po_amount": 1500.00})
|
||||
|
||||
purchase1 = self._create_purchase(
|
||||
[(self.product1, 1), (self.product2, 5), (self.product3, 8)]
|
||||
)
|
||||
|
||||
self.assertEqual(
|
||||
purchase1.approval_block_id,
|
||||
self.env.ref("purchase_minimum_amount.minimum_amount_block_reason"),
|
||||
)
|
||||
|
||||
for po_line in purchase1.order_line:
|
||||
if po_line.product_id == self.product1:
|
||||
po_line.product_qty = 10
|
||||
purchase1.flush_recordset()
|
||||
self.assertFalse(purchase1.approval_block_id)
|
||||
|
||||
purchase1.with_user(self.user1_id).button_confirm()
|
||||
self.assertEqual(purchase1.state, "purchase")
|
||||
|
|
@ -0,0 +1,41 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!--
|
||||
Copyright 2017 ForgeFlow S.L.
|
||||
Copyright 2017 Serpent Consulting Services Pvt. Ltd.
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
-->
|
||||
<odoo>
|
||||
<record id="purchase_order_form_inherit" model="ir.ui.view">
|
||||
<field name="name">purchase.order.form.minimum.po.amount</field>
|
||||
<field name="model">purchase.order</field>
|
||||
<field name="inherit_id" ref="purchase.purchase_order_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="date_order" position="after">
|
||||
<field name="minimum_po_amount" />
|
||||
</field>
|
||||
<xpath
|
||||
expr="//button[@name='button_release_approval_block']"
|
||||
position="attributes"
|
||||
>
|
||||
<attribute
|
||||
name="attrs"
|
||||
>{'invisible': ['|',('approval_block_id', '=', False),('state', 'not in', ['draft', 'sent', 'to approve'])]}</attribute>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_purchase_order_filter_inherit" model="ir.ui.view">
|
||||
<field name="name">request.quotation.minimum.block.reason</field>
|
||||
<field name="model">purchase.order</field>
|
||||
<field
|
||||
name="inherit_id"
|
||||
ref="purchase_order_approval_block.view_purchase_order_filter"
|
||||
/>
|
||||
<field name="arch" type="xml">
|
||||
<filter name="blocked_po" position="attributes">
|
||||
<attribute
|
||||
name="domain"
|
||||
>[('approval_block_id', '!=', False)]</attribute>
|
||||
</filter>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,21 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!--
|
||||
Copyright 2017 ForgeFlow S.L.
|
||||
Copyright 2017 Serpent Consulting Services Pvt. Ltd.
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
-->
|
||||
<odoo>
|
||||
<record id="view_partner_form_inherit" model="ir.ui.view">
|
||||
<field name="name">res.partner.form.block.reason</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath
|
||||
expr="//notebook/page[@name='sales_purchases']//group[@name='purchase']"
|
||||
position="inside"
|
||||
>
|
||||
<field name="minimum_po_amount" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,42 @@
|
|||
[project]
|
||||
name = "odoo-bringout-oca-purchase-workflow-purchase_minimum_amount"
|
||||
version = "16.0.0"
|
||||
description = "Purchase Minimum Amount - Odoo addon"
|
||||
authors = [
|
||||
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
|
||||
]
|
||||
dependencies = [
|
||||
"odoo-bringout-oca-purchase-workflow-purchase_order_approval_block>=16.0.0",
|
||||
"requests>=2.25.1"
|
||||
]
|
||||
readme = "README.md"
|
||||
requires-python = ">= 3.11"
|
||||
classifiers = [
|
||||
"Development Status :: 5 - Production/Stable",
|
||||
"Intended Audience :: Developers",
|
||||
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
|
||||
"Programming Language :: Python :: 3",
|
||||
"Programming Language :: Python :: 3.11",
|
||||
"Programming Language :: Python :: 3.12",
|
||||
"Topic :: Office/Business",
|
||||
]
|
||||
|
||||
[project.urls]
|
||||
homepage = "https://github.com/bringout/0"
|
||||
repository = "https://github.com/bringout/0"
|
||||
|
||||
[build-system]
|
||||
requires = ["hatchling"]
|
||||
build-backend = "hatchling.build"
|
||||
|
||||
[tool.hatch.metadata]
|
||||
allow-direct-references = true
|
||||
|
||||
[tool.hatch.build.targets.wheel]
|
||||
packages = ["purchase_minimum_amount"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue