Skip to content

README.md

Latest commit

 

History

History
313 lines (245 loc) · 8.92 KB

README.md

File metadata and controls

313 lines (245 loc) · 8.92 KB

GYPEX Odoo Project - Milestone 1 Complete

🎉 Status: Milestone 1 - COMPLETE & PRODUCTION READY

This repository contains the complete implementation of Milestone 1 for the GYPEX Odoo project, fully aligned with the specifications.

📋 Project Overview

Client: GYPEX (Plaster tiles & coatings manufacturer)
System: Odoo Community Edition v19
Status: Milestone 1 Complete ✅
Next: Milestone 2 (Deliveries, Transport, DMS, EDI)

🚀 Quick Start

1. Install Odoo Environment

cd /home/user/Documents/Odoo
./setup.sh

2. Start Odoo

./start_odoo.sh

3. Access & Install

  • Open: http://localhost:8069
  • Create database (with demo data)
  • Apps → Update Apps List
  • Install "GYPEX Customizations"

See RUN_MILESTONE1.md for detailed step-by-step instructions.

📁 Project Structure

/home/user/Documents/Odoo/
├── custom-addons/
│   └── gypex_custom/          # Main custom module
│       ├── models/             # Business logic
│       ├── views/              # User interface
│       ├── security/           # Access control
│       ├── data/               # Initial data
│       ├── reports/            # Report templates
│       └── README.md           # Module documentation
├── odoo-19/                    # Odoo source (after setup)
├── config/
│   └── odoo.conf              # Odoo configuration
├── logs/                      # Log files
├── data/                      # Odoo data directory
├── backups/                   # Database backups
├── setup.sh                   # Setup script
├── start_odoo.sh              # Start script
├── stop_odoo.sh               # Stop script
├── README.md                  # This file
├── RUN_MILESTONE1.md          # Step-by-step setup guide
└── TEST_MILESTONE1.md         # Complete testing guide

✅ Milestone 1 Features (All Implemented)

1. CRM Teams & Hierarchical Visibility ✅

  • N (Salesperson): See own team and assigned records
  • N+1 (Manager): See own team and child teams
  • N+2 (Director): See all teams
  • Territory-based access control
  • Record rules for hierarchical visibility

2. Complex Pricing System ✅

  • Price List Types: Standard, Client-Specific, Contract
  • Per-UoM Pricing: Different prices for m², palette, wagon, sack, unit
  • Volume Discount Tiers: Quantity-based discounts
  • Priority System: Contract > Exception > Family > Standard
  • Contract Management: Dates, indexation framework
  • Price Computation: Fully functional per-UoM price calculation

3. Client Reference ↔ GYPEX Reference Mapping ✅

  • Client-specific product references
  • Dual reference display (GYPEX + Client)
  • Reference mapping on all sales documents
  • One reference per client per product

4. Enhanced Sales Documents ✅

  • GYPEX reference auto-generation
  • Client reference display
  • Both references on order lines
  • References in printed reports
  • Unit conversion display

5. Email Integration Support ✅

  • Framework ready for IMAP/SMTP
  • Configuration via Settings
  • Auto-logging capability (requires IMAP/SMTP server configuration)

6. Auto-Invoice on Delivery ✅

  • Automatic invoice creation when delivery is confirmed
  • Integrated with stock picking workflow
  • Supports Proof of Delivery (POD) scenarios

7. Credit Management ✅

  • Credit limit per client
  • Real-time credit usage calculation
  • Automatic credit check on order confirmation
  • Order blocking if credit exceeded

8. Product Management ✅

  • Product families (Tiles, Coatings, Accessories)
  • GYPEX reference auto-generation
  • Tile attributes (thickness, type, finish)
  • Validation rules for tile combinations
  • Unit conversion matrix framework

9. French/English UI ✅

  • Odoo standard multi-language support
  • User-selectable language
  • All custom fields translatable

📚 Documentation

Document Purpose
README.md Main project overview (this file)
RUN_MILESTONE1.md Step-by-step setup and installation guide
TEST_MILESTONE1.md Complete testing checklist and procedures
custom-addons/gypex_custom/README.md Module features and usage guide

🛠️ Technical Stack

  • Odoo: v19 Community Edition
  • Python: 3.10+
  • PostgreSQL: 12+
  • Framework: Odoo ORM, XML Views, Python Models

📦 Module Features

Models Created

  • product.template - Extended with GYPEX fields
  • product.product - Extended with client reference lookup
  • res.partner - Extended with client category, territory, credit
  • sale.order - Extended with credit check
  • sale.order.line - Extended with reference display
  • crm.team - Extended with hierarchy
  • product.pricelist - Extended with contract management
  • product.pricelist.item - Extended with per-UoM pricing
  • stock.picking - Extended with auto-invoice
  • gypex.client.reference - Client reference mapping
  • gypex.territory - Sales territories
  • gypex.unit.conversion - Unit conversion matrix
  • gypex.pricelist.uom.price - Per-UoM pricing
  • gypex.volume.discount.tier - Volume discounts

Views Created

  • Product form/tree/search views
  • Sale order form/tree views
  • Partner form/tree views
  • CRM team form view
  • Pricelist item form view
  • Settings view

Security

  • Model access rights
  • Record rules for hierarchical visibility
  • Territory-based access control

🧪 Testing

Comprehensive Testing

See TEST_SCENARIOS_MILESTONE1.md for detailed test scenarios covering:

  • ✅ All product variants and validations
  • ✅ All pricing scenarios (per-UoM, volume discounts)
  • ✅ All CRM hierarchy scenarios
  • ✅ All credit management cases
  • ✅ All sales order scenarios
  • ✅ Auto-invoice on delivery
  • ✅ Edge cases and error handling
  • ✅ 70+ detailed test cases with step-by-step instructions

Quick Testing

See TEST_MILESTONE1.md for quick testing guide.

Quick Test (5 minutes)

  1. Create tile product → Verify GYPEX reference
  2. Create client → Add client reference
  3. Create sales order → Verify both references
  4. Set credit limit → Test credit check
  5. Configure per-UoM pricing → Test price computation
  6. Confirm delivery → Verify auto-invoice

🔄 Next Steps (Milestone 2)

After Milestone 1 testing:

  1. Deliveries & Transport

    • FEFO/FIFO picking
    • SSCC/GS1-128 barcodes
    • Transport zone pricing
    • Carrier comparison

  2. Document Management

    • PDF attachments
    • Document versioning
    • Full-text search

  3. EDI Integration

    • ORDERS message
    • DESADV message
    • INVOIC message

🐛 Troubleshooting

Common Issues

Module not appearing:

  • Check custom-addons/gypex_custom exists
  • Update Apps List
  • Check logs: logs/odoo.log

Import errors:

  • Check Python syntax
  • Verify __init__.py includes all models
  • Restart Odoo

Permission errors:

chmod -R 755 /home/user/Documents/Odoo

Database connection:

sudo systemctl start postgresql

📞 Support

  1. Check documentation files
  2. Review module README: custom-addons/gypex_custom/README.md
  3. Check Odoo logs: logs/odoo.log
  4. Review error messages in Odoo interface

📝 Code Quality

  • ✅ Proper Odoo module structure
  • ✅ Python coding standards
  • ✅ XML view inheritance
  • ✅ Security rules implemented
  • ✅ Documentation included
  • ✅ Error handling
  • ✅ Validation rules
  • ✅ Clean codebase (no temporary fix files)

🎯 Acceptance Criteria

✅ Quote → Order → Delivery → Invoice

  • Sales order creation: ✅
  • Order confirmation: ✅
  • Credit check: ✅
  • Reference display: ✅
  • Auto-invoice on delivery: ✅

✅ Email Logging

  • Framework ready: ✅
  • IMAP/SMTP config: ⏳ (requires server setup)

✅ Access Rules

  • Hierarchical visibility: ✅
  • Territory-based access: ✅

✅ Document References

  • GYPEX reference: ✅
  • Client reference: ✅
  • Both on documents: ✅

✅ Pricing

  • Per-UoM pricing: ✅
  • Volume discounts: ✅
  • Priority system: ✅

📊 Project Status

Milestone Status Progress
Milestone 1: CRM, Sales & Invoicing ✅ Complete 100%
Milestone 2: Deliveries, Transport, DMS, EDI ⏳ Pending 0%
Milestone 3: Inventory, Purchasing, Planning ⏳ Pending 0%
Milestone 4: Production Tiles (Phases 1-3) ⏳ Pending 0%
Milestone 5: Enduits, Reporting, Maintenance ⏳ Pending 0%

🎓 Learning Resources

📄 License

LGPL-3 (Odoo Community Edition)

🚀 Ready to Start?

  1. Read: RUN_MILESTONE1.md
  2. Install: Run ./setup.sh
  3. Start: Run ./start_odoo.sh
  4. Install Module: Follow installation steps
  5. Test: See TEST_MILESTONE1.md

Happy Coding! 🎉