Redmine Purchase Requests Plugin

A comprehensive plugin for managing purchase requests within Redmine. This plugin allows users to create, track, and manage purchase requests through a user-friendly interface with customizable statuses and workflows.

Features

• Complete Purchase Request Management: Create, view, edit, and delete purchase requests
• CAPEX Management: Comprehensive Capital Expenditure tracking and budget management
• Customizable Statuses: Define your own purchase request statuses with custom colors and workflows
• Project-level Vendor Management: Access vendor information directly from project interfaces
• Global Vendor Database: Centralized vendor data accessible across all projects
• Vendor Search Capabilities: Find vendors quickly by name or vendor ID
• Vendor Details Storage: Track vendor information including name, ID, address, contact person, phone, and email
• Detailed Request Information: Track product details, estimated prices, vendors, and due dates
• File Attachments: Attach supporting documents to purchase requests
• Priority Levels: Assign priority levels (Low, Normal, High, Urgent) to requests
• Multi-currency Support: Handle different currencies with exchange rate calculations
• Budget Tracking: Link purchase requests to CAPEX entries for comprehensive budget tracking
• Quarterly Distribution: Track quarterly budget distribution and cashout amounts
• CAPEX Dashboard: Visual analytics and reporting for CAPEX utilization and trends
• Notification System: Optional notifications for managers when new requests are created
• Search & Filter: Find requests by status or keyword
• Dashboard: View purchase request statistics and trends with visual charts
• Responsive Design: User-friendly interface that works on different screen sizes

Installation

1. Clone or download this repository into your Redmine plugins directory:

   git clone https://github.com/veenone/redmine_purchase_requests.git redmine_purchase_requests
   

2. Navigate to the Redmine root directory and run the following command to migrate the database:

   bundle exec rake redmine:plugins:migrate RAILS_ENV=production NAME=redmine_purchase_requests
   

3. Restart your Redmine application.

Usage

• Navigate to the Purchase Requests section in the Redmine interface to start managing your requests.
• Use the dashboard to view the status of all purchase requests at a glance.
• Create new requests or edit existing ones using the provided forms.

Vendor Management

The plugin now includes a comprehensive vendor management system with the following features:

• Database-backed Vendor Storage: Vendors are stored in a dedicated database table
• Vendor Details: Track vendor name, ID, address, contact information, and more
• Vendor Selection: Select vendors from a dropdown in purchase request forms
• Custom Vendors: Option to enter custom vendors if needed

CAPEX Management

The plugin includes a comprehensive CAPEX (Capital Expenditure) management system:

Features

• CAPEX Entry Creation: Create and manage CAPEX entries with year, TPC codes, and budget amounts
• Quarterly Distribution: Track budget distribution across Q1-Q4 with automatic validation
• Multi-currency Support: Handle CAPEX budgets in different currencies
• Budget Tracking: Link purchase requests to CAPEX entries for real-time budget utilization
• Dashboard Analytics: Visual charts and statistics for CAPEX utilization and trends
• Alerts System: Automatic alerts for budget thresholds and over-budget situations

Usage

1. Enable CAPEX: Go to Administration → Plugins → Purchase Requests → Configure → CAPEX tab
2. Create CAPEX Entries: Navigate to project → CAPEX → New CAPEX Entry
3. Link Purchase Requests: Select CAPEX entries when creating purchase requests
4. Monitor Usage: Use the CAPEX Dashboard to track budget utilization

CAPEX Fields

• Year: Budget year (e.g., 2025)
• TPC Code: Total Project Cost code for tracking
• Description: Brief description of the capital expenditure
• Total Amount: Total budget amount
• Currency: Budget currency
• Quarterly Distribution: Q1, Q2, Q3, Q4 amounts (must sum to total)
• Utilization Tracking: Automatic calculation of used vs. remaining budget
• Vendor Management UI: CRUD interface for administrators to manage vendors
• Migration Tool: One-click migration from settings-based vendors to database records

To migrate existing vendors from the plugin settings to the database:

1. Go to Administration > Plugin Settings > Purchase Requests
2. Navigate to the "Vendors" tab
3. Click the "Migrate Vendors" button to transfer existing vendors to the database

Once migrated, you can manage vendors through the dedicated vendor management interface.

Changelog

See detailed Changelog

Upgrade Notes

From 0.0.7 to 0.0.8

Version 0.0.8 moves vendor management from plugin settings level to project level. No database migration is needed, but new permissions need to be assigned to roles:

1. Go to Administration > Roles and Permissions
2. For each role that needs access to vendors, enable:
   • "View vendors" permission to allow viewing the vendor list
   • "Manage vendors" permission to allow access to the vendor management page

After upgrading, vendor management is accessible through the project menu via: Project > Purchase Requests > Vendors

From 0.0.6 to 0.0.7

When upgrading to version 0.0.7, you'll need to migrate your database to create the vendors table:

bundle exec rake redmine:plugins:migrate RAILS_ENV=production

After upgrading, you'll need to migrate your existing vendor data from settings to the database:

1. Go to Administration > Plugin Settings > Purchase Requests
2. Navigate to the "Vendors" tab
3. Click the "Migrate Vendors" button

This will transfer all your existing vendor entries to the new database-backed vendor management system.

Contributing

Contributions are welcome! Please submit a pull request or open an issue for any enhancements or bug fixes.

License

This plugin is licensed under the MIT License. See the LICENSE file for more details.