[19.0][ADD] project_profitability_threshold_alert: Notify project followers and project manager about costs exceeding based on a set threshold

project_minimum_margin_threshold_alert/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+======================================
+Project Minimum Margin Threshold Alert
+======================================
+
+.. 
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+   !! This file is generated by oca-gen-addon-readme !!
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fproject-lightgray.png?logo=github
+    :target: https://github.com/OCA/project/tree/19.0/project_minimum_margin_threshold_alert
+    :alt: OCA/project
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/project-19-0/project-19-0-project_minimum_margin_threshold_alert
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the Odoo Project application to support automatic
+margin minimum threshold alerts. It allows companies to define a default
+margin limit (for example when project costs exceed a given percentage
+of revenues) and to apply it to projects that do not have a specific
+alert configuration. Each project can also define its own threshold.
+
+When the margin threshold is reached or exceeded, the system sends
+notifications to the project manager and to internal subscribers of the
+project. The notification method follows the user’s notification
+preferences, with an option to force the sending of an email even if the
+user is configured to receive only in-app notifications. This module
+helps project managers anticipate financial risks and improves internal
+communication around project margin.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+**1. Configure the default minimum margin threshold**
+
+- Go to Settings > Project > Set the default threshold percentage
+  |screenshot.png|
+
+**2. Configure a project-specific minimum margin threshold (optional)**
+
+- Go to Project > Open a project > Manage notifications section > Define
+  a specific threshold for this project.
+
+**3. Manage notification recipients**
+
+- Define a Project Manager and followers (subscribers) for the project
+  These users will receive notifications when the threshold is reached.
+
+**4. User notification preferences**
+
+- Go to Settings > Open a user > Configure the user’s notification
+  preferences. |screenshot1.png|
+
+**5. Project notification preferences**
+
+When project costs exceed the configured percentage of revenues, the
+system automatically sends (via a cron)
+
+- An email to manager and internal user followers if the Force Email
+  Notification option is enabled from the project.
+- An activity of type 'Minimum Margin Exceeded' for the project manager
+  if the Create Activity option is enabled from the project.
+
+|screenshot2.png|
+
+.. |screenshot.png| image:: https://raw.githubusercontent.com/OCA/project/19.0/project_minimum_margin_threshold_alert/static/description/screenshot.png
+.. |screenshot1.png| image:: https://raw.githubusercontent.com/OCA/project/19.0/project_minimum_margin_threshold_alert/static/description/screenshot1.png
+.. |screenshot2.png| image:: https://raw.githubusercontent.com/OCA/project/19.0/project_minimum_margin_threshold_alert/static/description/screenshot2.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/project/issues/new?body=module:%20project_minimum_margin_threshold_alert%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ACSONE SA/NV
+
+Contributors
+------------
+
+- Nihel GABSI nihel.gabsi@acsone.eu (https://www.acsone.eu/)
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/project <https://github.com/OCA/project/tree/19.0/project_minimum_margin_threshold_alert>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

project_minimum_margin_threshold_alert/__init__.py

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+from . import models

project_minimum_margin_threshold_alert/__manifest__.py

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+# Copyright 2026 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Project Minimum Margin Threshold Alert",
+    "summary": """Send notification when project costs threshold is exceeded""",
+    "version": "19.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "ACSONE SA/NV,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/project",
+    "depends": ["project"],
+    "data": [
+        "views/res_config_settings.xml",
+        "views/res_users.xml",
+        "views/project_project.xml",
+        "data/cron.xml",
+        "data/mail_template.xml",
+        "data/activity_type.xml",
+    ],
+    "demo": [],
+}

project_minimum_margin_threshold_alert/data/activity_type.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 ACSONE SA/NV
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record id="mail_activity_type_margin_threshold" model="mail.activity.type">
+        <field name="name">Minimum Margin Exceeded</field>
+        <field name="summary">Project margin threshold exceeded</field>
+        <field name="icon">fa-level-down</field>
+        <field name="sequence">100</field>
+        <field name="res_model">project.project</field>
+    </record>
+</odoo>

project_minimum_margin_threshold_alert/data/cron.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 ACSONE SA/NV
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="ir_cron_project_margin_exceeded" model="ir.cron">
+        <field name="name">Project: Manage Projects with minimum margin exceeded</field>
+        <field name="model_id" ref="model_project_project" />
+        <field name="state">code</field>
+        <field name="code">model._cron_margin_threshold_exceeded()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+    </record>
+</odoo>

project_minimum_margin_threshold_alert/data/mail_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2026 ACSONE SA/NV
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="project_minimum_margin_exceeded_template" model="mail.template">
+        <field name="name">Project: Minimum Margin threashold exceeded</field>
+        <field name="model_id" ref="project.model_project_project" />
+        <field name="subject">{{ object.name }}: Costs Threashold Exceeded</field>
+        <field
+            name="description"
+        >Automated notification sent to the project subscribers to inform about project Costs vs Revenues
+            threshold exceeding
+        </field>
+        <field name="body_html" type="html">
+            <p>Hello,</p>
+            <br />
+            <p>
+                This is an automated notification to inform you that the costs threshold for the project
+                <strong>
+                <t t-out="object.name" />
+            </strong> has been exceeded.
+            </p>
+            <p>
+                Please review the project and take any necessary actions.
+            </p>
+            <br />
+            <br />
+            <p>
+                Best regards,
+                <br />
+                <t t-out="object.company_id.name" />
+            </p>
+        </field>
+        <field name="lang">{{ object.user_id.lang }}</field>
+    </record>
+</odoo>