diff --git a/sale_invoice_margin/README.rst b/sale_invoice_margin/README.rst new file mode 100644 index 000000000..8e7d0d2df --- /dev/null +++ b/sale_invoice_margin/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sale Invoice Margin +==================== +This module helps for Sales and Invoice Margin Analysis. + +Configuration +============= +* No additional configurations needed + +License +------- +General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V14) Ammu Raj, 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/sale_invoice_margin/__init__.py b/sale_invoice_margin/__init__.py new file mode 100644 index 000000000..c1ae0b547 --- /dev/null +++ b/sale_invoice_margin/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import models +from . import report diff --git a/sale_invoice_margin/__manifest__.py b/sale_invoice_margin/__manifest__.py new file mode 100644 index 000000000..18156374e --- /dev/null +++ b/sale_invoice_margin/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': "Sale Invoice Margin", + 'version': "14.0.1.0.0", + 'category': 'Accounting, Sales', + 'summary': """For analysing the margin of Sales and Invoice""", + 'description': "It allows to view and analyse the margin in the pivot view" + "of Sales and Invoice", + 'author': "Cybrosys Techno Solutions", + 'company': "Cybrosys Techno Solutions", + 'maintainer': "Cybrosys Techno Solutions", + 'website': "https://www.cybrosys.com", + 'depends': ['sale_margin', 'account'], + 'data': [ + 'views/account_move_views.xml', + 'report/account_invoice_report_views.xml', + 'report/sale_report_views.xml' + ], + 'images': ['static/description/banner.png'], + 'license': "AGPL-3", + 'installable': True, + 'auto_install': False, + 'application': False +} diff --git a/sale_invoice_margin/doc/RELEASE_NOTES.md b/sale_invoice_margin/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..0931b2845 --- /dev/null +++ b/sale_invoice_margin/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 22.12.2023 +#### Version 14.0.1.0.0 +##### ADD + +- Initial commit for Sales Invoice Margin diff --git a/sale_invoice_margin/models/__init__.py b/sale_invoice_margin/models/__init__.py new file mode 100644 index 000000000..23f5cf71c --- /dev/null +++ b/sale_invoice_margin/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import account_move +from . import account_move_line diff --git a/sale_invoice_margin/models/account_move.py b/sale_invoice_margin/models/account_move.py new file mode 100644 index 000000000..cacd65a4d --- /dev/null +++ b/sale_invoice_margin/models/account_move.py @@ -0,0 +1,62 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import api, fields, models + + +class AccountMove(models.Model): + """Inherited account move for adding margin""" + _inherit = "account.move" + + margin_amount = fields.Float(string='Margin Amount', + compute='_compute_margin', store=True, + digits='Product Price', + help='The total margin amount for the invoice') + margin_percentage = fields.Float(string='Margin Percentage', + compute='_compute_margin', store=True, + digits='Product Price', + help='The percentage of margin') + + @api.depends('invoice_line_ids', 'invoice_line_ids.quantity', + 'invoice_line_ids.price_unit', 'invoice_line_ids.discount') + def _compute_margin(self): + """Method for computing margin""" + line_cost = lines_margin_amount = lines_sale_price = 0.0 + for move in self: + move.margin_amount = False + move.margin_percentage = False + if move.invoice_line_ids: + for line in move.invoice_line_ids: + sale_price = line.price_unit * line.quantity + lines_sale_price += sale_price + discount = (sale_price * line.discount) / 100 + cost = line.product_id.standard_price * line.quantity + line_cost += cost + line_margin_amount = (sale_price - discount) - cost + lines_margin_amount += line_margin_amount + if line_cost: + move.margin_amount = lines_margin_amount + if lines_sale_price != 0: + move.margin_percentage =(lines_margin_amount / + lines_sale_price) + else: + move.margin_amount = lines_margin_amount + move.margin_percentage = 1 diff --git a/sale_invoice_margin/models/account_move_line.py b/sale_invoice_margin/models/account_move_line.py new file mode 100644 index 000000000..66e03ea67 --- /dev/null +++ b/sale_invoice_margin/models/account_move_line.py @@ -0,0 +1,55 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import api, fields, models + + +class AccountMoveLine(models.Model): + """Inherited account move line for adding margin""" + _inherit = 'account.move.line' + + margin_amount = fields.Float(string='Margin Amount', store=True, + compute='_compute_margin', + digits='Product Price', + help='The total margin amount for the invoice') + margin_percentage = fields.Float(string='Margin Percentage', + compute='_compute_margin', store=True, + digits='Product Price', + help='The percentage of margin') + + @api.depends('quantity', 'price_unit', 'discount') + def _compute_margin(self): + """Method for computing margin""" + for line in self: + line.margin_amount = False + line.margin_percentage = False + if line.product_id: + sale_price = line.price_unit * line.quantity + discount = (sale_price * line.discount) / 100 + cost = line.product_id.standard_price * line.quantity + margin_amount = (sale_price - discount) - cost + if cost: + line.margin_amount = margin_amount + if sale_price != 0: + line.margin_percentage = margin_amount / sale_price + else: + line.margin_amount = margin_amount + line.margin_percentage = 1 \ No newline at end of file diff --git a/sale_invoice_margin/report/__init__.py b/sale_invoice_margin/report/__init__.py new file mode 100644 index 000000000..8b7cf43f5 --- /dev/null +++ b/sale_invoice_margin/report/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import account_invoice_report diff --git a/sale_invoice_margin/report/account_invoice_report.py b/sale_invoice_margin/report/account_invoice_report.py new file mode 100644 index 000000000..d6ac4ab62 --- /dev/null +++ b/sale_invoice_margin/report/account_invoice_report.py @@ -0,0 +1,34 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models + + +class AccountInvoiceReport(models.Model): + """Inherited account invoice report""" + _inherit = 'account.invoice.report' + + margin_amount = fields.Float('Margin', readonly=True) + + def _select(self): + """Adding the margin amount in the query """ + return super(AccountInvoiceReport, self)._select() + \ + ", line.margin_amount * currency_table.rate AS margin_amount" diff --git a/sale_invoice_margin/report/account_invoice_report_views.xml b/sale_invoice_margin/report/account_invoice_report_views.xml new file mode 100644 index 000000000..943f5b123 --- /dev/null +++ b/sale_invoice_margin/report/account_invoice_report_views.xml @@ -0,0 +1,17 @@ + + + + + + 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+ Sale Invoice Margin

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+ Sales Invoice Margin Analysis in Odoo. +

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+ Explore This + Module

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+ Overview +

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+ This module enable the feature of Margin Analysis for Sales and Invoices. + Margin is added for Sale Order Analysis pivot table measures. + For Invoices margin is computed based on the product price, cost and + discount.Margin analysis is added for Invoice Analysis pivot table. +
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+ Features +

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+ + Available in Odoo 14.0 Community, Enterprise and Odoo SH. + +
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+ + Margin Analysis on Sale Order Report. +
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+ + Margin on Invoice +
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+ + Margin on Invoice Analysis. +
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+ Screenshots +

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Margin on Sale Order Analysis

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+ Margin is added as measure for Sale Analysis Pivot.

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Margin on Invoice

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+ Margin is computed for Invoices.

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Margin on Invoice Analysis

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+ Margin is added as measure for Invoice Analysis Pivot.

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+ diff --git a/sale_invoice_margin/views/account_move_views.xml b/sale_invoice_margin/views/account_move_views.xml new file mode 100644 index 000000000..264878514 --- /dev/null +++ b/sale_invoice_margin/views/account_move_views.xml @@ -0,0 +1,38 @@ + + + + + account.move.view.tree.inherit.sale.invoice.margin + + account.move + + + + + + + + + + + account.move.view.form.inherit.sale.invoice.margin + + account.move + + + + + + + + + + + + + + +