POS Approval Customization Module

Overview

This module adds an approval workflow for closing Point of Sale (POS) sessions in Odoo 17. It enforces an approval process when there is a cash difference between the expected and counted cash at the end of a session, based on the configuration in the POS settings.

Table of Contents

1. Installation
2. Configuration
3. Usage
4. Technical Details
   • Model Changes
   • Template Changes
   • JavaScript Extensions
5. Troubleshooting
6. License

Installation

Steps

1. Add the module custom_pos_approval to your custom modules list.
2. Navigate to Apps in Odoo, click on "Update Apps List," and then "Update."
3. Search for custom_pos_approval and install it.
4. Upgrade the module

Configuration

1. Navigate to Point of Sale -> Configuration -> Settings. 2. In the Close Session Cash Difference Approval section:

   • Enable the Enable Approval for Cash Difference checkbox.

   • Select the Approval Level: One Way or Two Way.

   • Set the Approval Roles: Specify user groups that will receive approval requests.

     

Usage

1. Closing a POS Session:

   • When attempting to close a POS session, if there is a cash difference, a dialog will prompt the user that approval is required.
   • The session status will change to "Pending Approval" once confirmed.
   • Emails will be sent to the designated approvers based on the configuration.

   

Technical Details

Model Changes

• Inherited pos.session and res.config.settings to add the settings
• pos.session: added approval extra fields, status and implemented approval logic + notification logic

Template/View Changes

• Changes to view_pos_config_kanban to add approval status view
• Added template for email notification
• Changes to view_pos_session_tree and view_pos_session_form to add button approve and status view

JavaScript Extensions

• Patched ClosePosPopup JS to change the logic flow on approve enabled and added method to post approval

Troubleshooting

1. Approval Dialog Not Showing: Ensure that the "Approval Required" setting is enabled in the POS configuration.
2. Emails Not Being Sent: Check the email server configuration and that the correct approvers are set.
3. Approval Workflow Not Triggering: Verify the configuration settings.

License

LGPL-3