diff --git a/margin_product_sale_invoice/README.rst b/margin_product_sale_invoice/README.rst new file mode 100755 index 000000000..604e76764 --- /dev/null +++ b/margin_product_sale_invoice/README.rst @@ -0,0 +1,43 @@ +.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Margin on Products, Sales & Invoices +==================================== +App for Providing margin in products, sale orders and invoices. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V16) VYSHNAV AR, Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ + + diff --git a/margin_product_sale_invoice/__init__.py b/margin_product_sale_invoice/__init__.py new file mode 100755 index 000000000..66188044a --- /dev/null +++ b/margin_product_sale_invoice/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models +from . import report diff --git a/margin_product_sale_invoice/__manifest__.py b/margin_product_sale_invoice/__manifest__.py new file mode 100755 index 000000000..1374a11c8 --- /dev/null +++ b/margin_product_sale_invoice/__manifest__.py @@ -0,0 +1,51 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'Margin on Products, Sales & Invoices', + 'version': '16.0.1.0.0', + 'summary': 'Providing margin on products, sales and invoices', + 'sequence': 4, + 'description': """This module is developed to help to provide the + margin on product,sales, and invoice""", + 'category': 'Sales', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': [ + 'base', + 'sale_management', + 'stock', + 'account', + ], + 'data': [ + 'report/sale_report_views.xml', + 'views/product_product_views.xml', + 'views/sale_order_views.xml', + 'views/account_move_views.xml', + ], + 'images': ['static/description/banner.png'], + 'license': 'LGPL-3', + 'installable': True, + 'application': False, + 'auto_install': False, +} diff --git a/margin_product_sale_invoice/doc/RELEASE_NOTES.md b/margin_product_sale_invoice/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..d91884505 --- /dev/null +++ b/margin_product_sale_invoice/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 27.10.2023 +#### Version 16.0.1.0.0 +#### ADD +- Initial commit for Margin on Products, Sales & Invoices + diff --git a/margin_product_sale_invoice/models/__init__.py b/margin_product_sale_invoice/models/__init__.py new file mode 100755 index 000000000..cd54d9bf0 --- /dev/null +++ b/margin_product_sale_invoice/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import product_product +from . import sale_order +from . import account_move diff --git a/margin_product_sale_invoice/models/account_move.py b/margin_product_sale_invoice/models/account_move.py new file mode 100755 index 000000000..f0f4205bf --- /dev/null +++ b/margin_product_sale_invoice/models/account_move.py @@ -0,0 +1,61 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, fields, models + + +class AccountMoveLine(models.Model): + """This class extends for margin on the invoice line""" + _inherit = 'account.move.line' + + cost_price_amount = fields.Float(string='Cost', + related="product_id.standard_price", + store=True, help='Field for the cost') + margin_amount = fields.Float(string='Margin Amount', + compute='compute_margin_amount', + store=True, + help='Field displays computed margin') + + @api.depends('product_id') + def compute_margin_amount(self): + """Compute margin amount""" + self.margin_amount = 0 + for record in self: + if record.price_unit and record.cost_price_amount: + record.margin_amount = record.price_unit - record.cost_price_amount + + +class AccountMove(models.Model): + """This class extends for margin on the invoices""" + _inherit = 'account.move' + + margin_percent_amount = fields.Float(string='Margin %', help='Field margin amount in percentage') + margin_amount_total = fields.Float(string='Margin Amount', help='Field displays total margin amount') + + def action_post(self): + """Method for setting the margin amount and margin percent""" + res = super(AccountMove, self).action_post() + for record in self: + if record.invoice_line_ids.product_id: + record.margin_amount_total = sum( + record.invoice_line_ids.mapped('margin_amount')) + record.margin_percent_amount = record.margin_amount_total / record.amount_total + return res diff --git a/margin_product_sale_invoice/models/product_product.py b/margin_product_sale_invoice/models/product_product.py new file mode 100755 index 000000000..0360a394f --- /dev/null +++ b/margin_product_sale_invoice/models/product_product.py @@ -0,0 +1,38 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, fields, models + + +class ProductProduct(models.Model): + """This class represents margin on products""" + _inherit = 'product.product' + + margin_percent_product = fields.Float(string='Margin %', compute='compute_margin', store=True, + help='Field to store the margin in percentage of the product') + + @api.depends('list_price', 'standard_price') + def compute_margin(self): + """Method to compute the margin of the product.""" + self.margin_percent_product = 0 + for record in self: + if record.list_price and record.standard_price: + record.margin_percent_product = (record.list_price - record.standard_price) / record.list_price diff --git a/margin_product_sale_invoice/models/sale_order.py b/margin_product_sale_invoice/models/sale_order.py new file mode 100755 index 000000000..5e0352fed --- /dev/null +++ b/margin_product_sale_invoice/models/sale_order.py @@ -0,0 +1,69 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, fields, models + + +class SaleOrderLine(models.Model): + """This class is for displaying margin on SaleOrderLine""" + _inherit = 'sale.order.line' + + cost_price_sale = fields.Float(string='Cost', + related='product_id.standard_price', + store=True, help='Field for cost price') + margin_amount_sale = fields.Float(string='Margin Amount', + compute='compute_margin_amount', + store=True, + help='Field for margin amount') + + @api.depends('product_id') + def compute_cost_price(self): + """ Compute the cost price of the line. """ + self.cost_price_sale = 0 + for record in self: + if record.product_id: + record.cost_price_sale = record.product_id.standard_price + + @api.depends('product_id') + def compute_margin_amount(self): + """ Compute the margin amount of the line. """ + self.margin_amount_sale = 0 + for record in self: + if record.price_unit and record.cost_price_sale: + record.margin_amount_sale = record.price_unit - record.cost_price_sale + + +class SaleOrder(models.Model): + """This class is used to display margin on sale order.""" + _inherit = 'sale.order' + + margin_percent_sale = fields.Float(string='Margin %', help='Field for margin in percentage') + margin_amount_sale_total = fields.Float(string='Margin Amount', help='Field for Margin amount in total ') + + def action_confirm(self): + """Method for confirm sale order and set values to margin and margin + percent""" + res = super(SaleOrder, self).action_confirm() + for record in self: + if record.order_line.product_id: + record.margin_amount_sale_total = sum(record.order_line.mapped('margin_amount_sale')) + record.margin_percent_sale = record.margin_amount_sale_total / record.amount_total + return res diff --git a/margin_product_sale_invoice/report/__init__.py b/margin_product_sale_invoice/report/__init__.py new file mode 100755 index 000000000..bc68a5250 --- /dev/null +++ b/margin_product_sale_invoice/report/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import sale_report +from . import account_move_report diff --git a/margin_product_sale_invoice/report/account_move_report.py b/margin_product_sale_invoice/report/account_move_report.py new file mode 100755 index 000000000..7d3130bfb --- /dev/null +++ b/margin_product_sale_invoice/report/account_move_report.py @@ -0,0 +1,34 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSEon +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class AccountMoveReport(models.Model): + """This class is for displaying margin information""" + _inherit = 'account.invoice.report' + + margin_amount = fields.Float(string='Margin Total', + help='Displays the margin amount') + + def _select(self): + """Add the margin amount to the pivot report.""" + return super()._select() + ", line.margin_amount as margin_amount" diff --git a/margin_product_sale_invoice/report/sale_report.py b/margin_product_sale_invoice/report/sale_report.py new file mode 100755 index 000000000..86e1f494c --- /dev/null +++ b/margin_product_sale_invoice/report/sale_report.py @@ -0,0 +1,37 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class SaleReport(models.Model): + """This class is for displaying margin information in pivot view of + sales.""" + _inherit = 'sale.report' + + margin_sale = fields.Float(string='Margin Total', help='Displays margin ' + 'in sales') + + def _select_sale(self): + """Method to view field in pivot view of sale report.""" + return super(SaleReport, self)._select_sale() + \ + ", SUM(l.margin_amount_sale / CASE COALESCE(s.currency_rate, " \ + "0) WHEN 0 THEN 1.0 ELSE s.currency_rate END) AS margin_sale" diff --git a/margin_product_sale_invoice/report/sale_report_views.xml b/margin_product_sale_invoice/report/sale_report_views.xml new file mode 100755 index 000000000..11d66045e --- /dev/null +++ b/margin_product_sale_invoice/report/sale_report_views.xml @@ -0,0 +1,14 @@ + + + + + sale.report.view.pivot.inherit.margin.product.sale.invoice + sale.report + + + + + + + + diff --git a/margin_product_sale_invoice/static/description/assets/icons/check.png b/margin_product_sale_invoice/static/description/assets/icons/check.png new file mode 100755 index 000000000..c8e85f51d Binary files /dev/null and b/margin_product_sale_invoice/static/description/assets/icons/check.png differ diff --git a/margin_product_sale_invoice/static/description/assets/icons/chevron.png b/margin_product_sale_invoice/static/description/assets/icons/chevron.png new file mode 100755 index 000000000..2089293d6 Binary files /dev/null and b/margin_product_sale_invoice/static/description/assets/icons/chevron.png differ diff --git a/margin_product_sale_invoice/static/description/assets/icons/cogs.png b/margin_product_sale_invoice/static/description/assets/icons/cogs.png new file 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b/margin_product_sale_invoice/static/description/index.html @@ -0,0 +1,706 @@ +
+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+ +

+ Margin on products, sales & invoices

+

+ A module for configuring margin on products, sales and + invoices in Odoo 16.

+ + +
+
+
+ + +
+ + +
+
+ +
+

+ Explore This + Module

+
+ + + + +
+
+ +
+

+ Overview +

+
+
+
+ + In the margin on product, sales & invoice app, We can view margin + applied and calculate in product, sales & invoice. And also view margin + in pivot view of sale report and invoice report. +
+
+ + + +
+
+ +
+

+ Features +

+
+
+
+
+ + Available in Odoo 16.0 + Community and Enterprise. +
+
+ + View margin percentage in product. +
+
+ + Calculate margin amount and percentage in sales. +
+
+
+ +
+ + Calculate margin amount and percentage in invoice. +
+ +
+ + View margin in pivot view of sales report and invoice report. +
+
+
+ + + +
+
+ +
+

+ Screenshots +

+
+
+
+ +
+

+ Margin percentage on product view +

+

+ Margin percentage on product is calculated by "Cost" and "Sales + Price".

+ +
+ +
+

+ Margin on sales order line

+

+ Margin on sale order line will view on adding product.

+ +
+ +
+

+ Margin on sales order

+

+ Margin calculates on confirming the sale order.

+ +
+ +
+

+ Margin on invoice line

+

+ Margin On invoice line views on adding product.

+ +
+ +
+

+ Margin on invoice

+

+ Margin calculates on confirming the invoice.

+ +
+ +
+

+ Margin in sales report

+

+ Select margin total on measures in pivot view of sales + report.

+ + + +
+ +
+

+ Margin in invoice report

+

+ Select margin total on measures in pivot view of invoice + report.

+ + +
+ +
+
+ + + +
+
+ +
+

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+ \ No newline at end of file diff --git a/margin_product_sale_invoice/views/account_move_views.xml b/margin_product_sale_invoice/views/account_move_views.xml new file mode 100755 index 000000000..a9d83c069 --- /dev/null +++ b/margin_product_sale_invoice/views/account_move_views.xml @@ -0,0 +1,22 @@ + + + + + account.move.view.form.inherit.margin.product.sale.invoice + account.move + + + + + + + + + + + + + + + diff --git a/margin_product_sale_invoice/views/product_product_views.xml b/margin_product_sale_invoice/views/product_product_views.xml new file mode 100755 index 000000000..4569c36a7 --- /dev/null +++ b/margin_product_sale_invoice/views/product_product_views.xml @@ -0,0 +1,14 @@ + + + + + product.product.view.form.inherit.margin.product.sale.invoice + product.product + + + + + + + + diff --git a/margin_product_sale_invoice/views/sale_order_views.xml b/margin_product_sale_invoice/views/sale_order_views.xml new file mode 100755 index 000000000..3434b5104 --- /dev/null +++ b/margin_product_sale_invoice/views/sale_order_views.xml @@ -0,0 +1,23 @@ + + + + + sale.order.view.form.inherit.margin.product.sale.invoice + sale.order + + + + + + + + + + + + + + +