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pos_edit_payment_method/README.md
Suherdy Yacob 6801b2e86c first commit
2026-05-21 09:41:38 +07:00

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POS Edit Payment Method

An Odoo 19 module designed to allow POS Managers to safely edit the payment method used in Point of Sale Orders under specific conditions, while maintaining strict control over other financial fields (like nominal amount and date).

Key Features

  • 👤 Access Limitation: Only users belonging to the POS Manager group (point_of_sale.group_pos_manager) can edit the payment method. For standard POS Users, the fields remain completely read-only.
  • 🔒 Dynamic Checks & Rules: Editing is only permitted if:
    • The POS Session of the order is not closed.
    • The POS Order state is not Done or Cancelled.
    • The order does not have a posted invoice.
    • None of the payments in the order have a posted accounting journal entry.
  • 🚫 Tamper Prevention: Other financial fields, such as amount (nominal), date, and card details are strictly read-only and cannot be manually edited. Standard creation or deletion of payments from the backend list view is disabled (create="0" and delete="0").
  • 💬 Odoo Chatter Integration: Seamlessly leverages Odoo's native change tracking system to automatically log changes in the POS Order chatter (e.g., • BCA changed to BTN for Rp 17,001.00).

Installation

  1. Place the pos_edit_payment_method directory inside your custom Odoo addons path.
  2. Restart your Odoo server instance.
  3. Log in to your Odoo database as an Administrator.
  4. Activate Developer Mode (Settings -> Activate the developer mode).
  5. Navigate to the Apps menu and click Update Apps List.
  6. Search for POS Edit Payment Method in the Apps search bar.
  7. Click Activate (or Install).

Usage Guide

  1. Go to Point of Sale -> Orders -> Orders.
  2. Open a POS order whose session is still in progress (not closed).
  3. Under the Payments tab, double-click or inline-edit the Payment Method field. Note that other fields (like Amount and Date) are strictly locked.
  4. Save the order.
  5. Review the Chatter on the right to see the automatic change log entry.
  6. Test using an order whose session has already been closed. Verify that the payment method field is locked and cannot be edited.
  7. Test logging in as a standard POS User (non-manager). Verify that all fields in the payments tab are locked.

Technical Details

  • Dependencies: point_of_sale
  • Category: Point of Sale
  • License: LGPL-3
  • Author: Suherdy Yacob
  • Version: 19.0.1.0.0