Customer Credit Limit With Approval

v 17.0 Third Party 1117

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Sales (sale_management) • Discuss (mail) • Invoicing (account)
Lines of code	391
Technical Name	`sale_account_manager_customer_credit_limit_approval`
License	OPL-1
Website	https://www.techultrasolutions.com/
Versions	16.0 17.0 18.0 19.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Sales (sale_management) • Discuss (mail) • Invoicing (account)
Lines of code	391
Technical Name	`sale_account_manager_customer_credit_limit_approval`
License	OPL-1
Website	https://www.techultrasolutions.com/
Versions	16.0 17.0 18.0 19.0

Description
License

1. Configuration of Customer Credit Limit

User can able to configure Customer's Credit limit. Here User can able to configure credit limit and set the Warning Amount and Blocking Amount of the Azure Interior.

2. Credit Limit Approve/Reject by Sales Manager

If Customer excced credit limit so sale order related to that customer move to the Sales Manager approval stage.

3. Sale Manager Mail

Send Mail to Sale Manager received mail related to the sales order which is needed approval from sales manager side.

4. Credit Limit Approve/Reject by Account Manager

If Sales manager approved sale order after that Account Manager can Approve or Reject of Customer's Sale Order.

5. Account Manager Mail

Account Manager received mail related to the sales order which is needed approval from Account Manager side.

6. Odoo Customer Credit limit Rejected Mail

When sale manager or account manager rejected credit limit of customer then Send mail to customer for notify your Quotation/sale order has been Rejected By sale/account manager.

7. Manager Approval

After Credit limit approval manager can Confirm the SO.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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Comments to the system

Roberto Requejo

on 5/15/24, 9:08 PM

The idea of the flow, the additional stage, and the sending of informative emails seems very good to me and the fact that they share it for free with the community is excellent.

Now, if you allow me and with the sole purpose of collaborating, I make 2 comments as areas of opportunity.

1) The technical name of the module is too long, they should shorten it and put something like credit_limit_extention

2) Analyzing the code of the module I see that there are new fields that are being created but that in odoo already exist and are simply hidden in odoo, but they create them again which does not make sense and on the other hand, they remove some native functions such as day sale outstanding between others.

As a recommendation when making a module:

1) Never limit native functionality

2) Do not create new fields that already exist

Following this makes the application successful. In my case, when trying it and not using the native fields, odoo does not respect the native credit limit field and causes it to have to be recaptured.

Thank you and I follow your orders

Re: Comments to the system

Kazim Mirza

on 5/16/24, 5:04 AM Author

Hello Roberto,

Thanks for you suggestions, we will look into it ASAP.

Regards

there is a problem

Bader

on 12/6/23, 5:51 AM

RPC_ERROR
Odoo Server Error
Traceback (most recent call last):
File "/home/odoo/src/odoo/odoo/http.py", line 1732, in _serve_db
return service_model.retrying(self._serve_ir_http, self.env)
File "/home/odoo/src/odoo/odoo/service/model.py", line 133, in retrying
result = func()
File "/home/odoo/src/odoo/odoo/http.py", line 1759, in _serve_ir_http
response = self.dispatcher.dispatch(rule.endpoint, args)
File "/home/odoo/src/odoo/odoo/http.py", line 1960, in dispatch
result = self.request.registry['ir.http']._dispatch(endpoint)
File "/home/odoo/src/odoo/odoo/addons/base/models/ir_http.py", line 207, in _dispatch
result = endpoint(**request.params)
File "/home/odoo/src/odoo/odoo/http.py", line 722, in route_wrapper
result = endpoint(self, *args, **params_ok)
File "/home/odoo/src/odoo/addons/web/controllers/dataset.py", line 28, in call_button
action = self._call_kw(model, method, args, kwargs)
File "/home/odoo/src/odoo/addons/web/controllers/dataset.py", line 20, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "/home/odoo/src/odoo/odoo/api.py", line 466, in call_kw
result = _call_kw_multi(method, model, args, kwargs)
File "/home/odoo/src/odoo/odoo/api.py", line 453, in _call_kw_multi
result = method(recs, *args, **kwargs)
File "", line 2, in button_immediate_install
File "/home/odoo/src/odoo/odoo/addons/base/models/ir_module.py", line 75, in check_and_log
return method(self, *args, **kwargs)
File "/home/odoo/src/odoo/odoo/addons/base/models/ir_module.py", line 459, in button_immediate_install
return self._button_immediate_function(type(self).button_install)
File "/home/odoo/src/odoo/odoo/addons/base/models/ir_module.py", line 583, in _button_immediate_function
registry = modules.registry.Registry.new(self._cr.dbname, update_module=True)
File "", line 2, in new
File "/home/odoo/src/odoo/odoo/tools/func.py", line 87, in locked
return func(inst, *args, **kwargs)
File "/home/odoo/src/odoo/odoo/modules/registry.py", line 113, in new
odoo.modules.load_modules(registry, force_demo, status, update_module)
File "/home/odoo/src/odoo/odoo/modules/loading.py", line 480, in load_modules
processed_modules += load_marked_modules(env, graph,
File "/home/odoo/src/odoo/odoo/modules/loading.py", line 364, in load_marked_modules
loaded, processed = load_module_graph(
File "/home/odoo/src/odoo/odoo/modules/loading.py", line 227, in load_module_graph
load_data(env, idref, mode, kind='data', package=package)
File "/home/odoo/src/odoo/odoo/modules/loading.py", line 71, in load_data
tools.convert_file(env, package.name, filename, idref, mode, noupdate, kind)
File "/home/odoo/src/odoo/odoo/tools/convert.py", line 627, in convert_file
convert_xml_import(env, module, fp, idref, mode, noupdate)
File "/home/odoo/src/odoo/odoo/tools/convert.py", line 693, in convert_xml_import
obj.parse(doc.getroot())
File "/home/odoo/src/odoo/odoo/tools/convert.py", line 613, in parse
self._tag_root(de)
File "/home/odoo/src/odoo/odoo/tools/convert.py", line 567, in _tag_root
raise ParseError(msg) from None # Restart with "--log-handler odoo.tools.convert:DEBUG" for complete traceback
odoo.tools.convert.ParseError: while parsing /home/odoo/src/user/sale_account_manager_customer_credit_limit_approval/views/res_partner.xml:2
Since 17.0, the "attrs" and "states" attributes are no longer used.
View: view.res.partner.form.inherit in sale_account_manager_customer_credit_limit_approval/views/res_partner.xml

View error context:
{'name': 'invalid view'}

The above server error caused the following client error:
RPC_ERROR: Odoo Server Error

Re: there is a problem

Kazim Mirza

on 12/7/23, 12:24 AM Author

Hello Bader,

Can you please take latest pull of odoo17 source code, also download our latest module and check it.

Thanks