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[ADD] sale_order_minimum_amount
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‎sale_order_minimum_amount/README.rst‎

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=========================
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Sale Order 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:c1f1cc6f2022e0eca132a58db7e3a718e58735d697f42d0b406083eb8a92ef16
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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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%2Fsale--workflow-lightgray.png?logo=github
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:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_order_minimum_amount
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:alt: OCA/sale-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/sale-workflow-16-0/sale-workflow-16-0-sale_order_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
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:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-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 restricts sales order confirmation below a configured minimum amount for sales users, with sales managers exempt from this rule.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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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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To configure the minimum allowed amount for confirming sales orders:
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#. Go to **Sales > Configuration > Settings**
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#. Find the field **Minimum Allowed Sales Order Amount**
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#. Enter the desired minimum amount (e.g., 100.00)
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#. Click **Save** to apply the changes
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#. Ensure the user has the **Salesperson (Normal User)** role:
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- Go to **Settings > Users**
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- Open the user form
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- In the **Sales** section, ensure the access level is set to **Salesperson**
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Usage
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=====
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To use this module, you need to:
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#. Create a new **Sale Order**
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#. Add products to the order
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#. If the **Total Amount** is **less than** the configured **Minimum Allowed Sales Order Amount**:
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- A regular sales user **cannot confirm** the order
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- A **UserError** is raised:
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*"Only sale orders over X.XX can be confirmed."*
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#. If the user belongs to the **Sales Manager** group:
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- The order **can be confirmed**, even if it’s below the threshold
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-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/sale-workflow/issues/new?body=module:%20sale_order_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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* BizzAppDev Systems Pvt. Ltd.
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Contributors
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~~~~~~~~~~~~
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* `BizzAppDev Systems <https://www.bizzappdev.com>`_:
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* Ruchir Shukla
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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- Agent ERP GmbH
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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/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_order_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.

‎sale_order_minimum_amount/__init__.py‎

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from . import models

‎sale_order_minimum_amount/__manifest__.py‎

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{
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"name": "Sale Order Minimum Amount",
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"version": "16.0.1.0.0",
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"development_status": "Alpha",
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"summary": "Restrict confirmation of sales orders below a configured minimum total amount",
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"license": "AGPL-3",
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"category": "Sales",
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"author": "BizzAppDev Systems Pvt. Ltd., Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/sale-workflow",
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"depends": ["sale_management"],
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"data": ["views/res_config_settings_views.xml"],
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"installable": True,
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}

‎sale_order_minimum_amount/models/__init__.py‎

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from . import res_config_settings
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from . import res_company
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from . import sale_order

‎sale_order_minimum_amount/models/res_company.py‎

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from odoo import fields, models
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class ResCompany(models.Model):
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_inherit = "res.company"
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sale_min_order_limit = fields.Float(
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string="Minimum Sales Order Amount",
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help=(
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"Sales users cannot confirm orders below this amount. "
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"Sales Managers are not restricted."
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),
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)

‎sale_order_minimum_amount/models/res_config_settings.py‎

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from odoo import fields, models
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class ResConfigSettings(models.TransientModel):
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_inherit = "res.config.settings"
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sale_min_order_limit = fields.Float(
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string="Minimum Sales Order Amount",
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related="company_id.sale_min_order_limit",
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readonly=False,
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help=(
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"Sales users cannot confirm orders below this amount. "
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"Sales Managers are not restricted."
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),
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)

‎sale_order_minimum_amount/models/sale_order.py‎

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from odoo import _, models
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from odoo.exceptions import UserError
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class SaleOrder(models.Model):
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_inherit = "sale.order"
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def action_confirm(self):
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"""Inherited the method allow order confirmation only if amount exceeds
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company minimum or user is Sales Manager."""
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# Allow confirmation if user is Sales Manager
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if self.env.user.has_group("sales_team.group_sale_manager"):
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return super().action_confirm()
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# Otherwise, validate each order amount
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for order in self:
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sale_min_order_limit = order.company_id.sale_min_order_limit
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if order.amount_untaxed <= sale_min_order_limit:
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raise UserError(
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_(
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"Only sale orders over %(amount).2f %(currency)s can be confirmed.",
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amount=sale_min_order_limit,
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currency=order.currency_id.symbol,
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)
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)
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return super().action_confirm()

‎sale_order_minimum_amount/readme/CONFIGURE.rst‎

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To configure the minimum allowed amount for confirming sales orders:
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#. Go to **Sales > Configuration > Settings**
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#. Find the field **Minimum Allowed Sales Order Amount**
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#. Enter the desired minimum amount (e.g., 100.00)
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#. Click **Save** to apply the changes
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#. Ensure the user has the **Salesperson (Normal User)** role:
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- Go to **Settings > Users**
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- Open the user form
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- In the **Sales** section, ensure the access level is set to **Salesperson**

‎sale_order_minimum_amount/readme/CONTRIBUTORS.rst‎

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* `BizzAppDev Systems <https://www.bizzappdev.com>`_:
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* Ruchir Shukla

‎sale_order_minimum_amount/readme/CREDITS.rst‎

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The development of this module has been financially supported by:
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- Agent ERP GmbH

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