diff --git a/margin_product_sale_invoice/README.rst b/margin_product_sale_invoice/README.rst new file mode 100644 index 000000000..c88caabd0 --- /dev/null +++ b/margin_product_sale_invoice/README.rst @@ -0,0 +1,43 @@ +.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Margin on Product Sale Invoice +============================= +App for Providing margin in products, sale orders and invoices. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: VYSHNAV AR @cybrosys + +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 100644 index 000000000..7b2c59c1c --- /dev/null +++ b/margin_product_sale_invoice/__init__.py @@ -0,0 +1,22 @@ +# -*- 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 diff --git a/margin_product_sale_invoice/__manifest__.py b/margin_product_sale_invoice/__manifest__.py new file mode 100644 index 000000000..e8e75ea3a --- /dev/null +++ b/margin_product_sale_invoice/__manifest__.py @@ -0,0 +1,49 @@ +# -*- 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 Product,Sale & Invoice', + 'version': '15.0.1.0.0', + 'summary': 'Providing Margin on Products,Sales and Invoice', + 'sequence': 4, + 'description': """Module for providing 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', + 'license': 'LGPL-3', + 'depends': [ + 'base', + 'sale_management', + 'stock', + 'account', + ], + 'data': [ + 'views/product_product.xml', + 'views/sale_order.xml', + 'views/account_move.xml', + ], + 'images': ['static/description/banner.png'], + '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 100644 index 000000000..95c97dd81 --- /dev/null +++ b/margin_product_sale_invoice/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 03.03.2023 +#### Version 15.0.1.0.0 +#### ADD +- Initial commit for margin_product_sale_invoice + diff --git a/margin_product_sale_invoice/models/__init__.py b/margin_product_sale_invoice/models/__init__.py new file mode 100644 index 000000000..a498f07f8 --- /dev/null +++ b/margin_product_sale_invoice/models/__init__.py @@ -0,0 +1,26 @@ +# -*- 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 +from . import sale_report +from . import account_move_report diff --git a/margin_product_sale_invoice/models/account_move.py b/margin_product_sale_invoice/models/account_move.py new file mode 100644 index 000000000..3b2c7e6f3 --- /dev/null +++ b/margin_product_sale_invoice/models/account_move.py @@ -0,0 +1,66 @@ +# -*- 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 models, fields, api + + +class AccountMoveLine(models.Model): + _inherit = 'account.move.line' + + cost_price_amount = fields.Float(string='Cost', + compute='compute_cost_price_') + margin_amount = fields.Float(string='Margin', + compute='compute_margin_amount_', + store=True) + + @api.depends('product_id') + def compute_cost_price_(self): + """Compute cost price""" + self.cost_price_amount = 0 + for record in self: + if record.product_id: + record.cost_price_amount = record.product_id.standard_price + + @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): + _inherit = 'account.move' + + margin_percent_amount = fields.Float(string='Margin %') + margin_amount_total = fields.Float(string='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 * 100 + return res diff --git a/margin_product_sale_invoice/models/account_move_report.py b/margin_product_sale_invoice/models/account_move_report.py new file mode 100644 index 000000000..bded10df7 --- /dev/null +++ b/margin_product_sale_invoice/models/account_move_report.py @@ -0,0 +1,32 @@ +# -*- 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 models, fields + + +class AccountMoveReport(models.Model): + _inherit = 'account.invoice.report' + + margin_amount = fields.Float(string='Margin Total') + + 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/models/product_product.py b/margin_product_sale_invoice/models/product_product.py new file mode 100644 index 000000000..ed0423b60 --- /dev/null +++ b/margin_product_sale_invoice/models/product_product.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 models, fields, api + + +class ProductProduct(models.Model): + _inherit = 'product.product' + + margin_percent_product = fields.Float(string='Margin %', + compute='compute_margin', store=True) + + @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 * 100 \ No newline at end of file diff --git a/margin_product_sale_invoice/models/sale_order.py b/margin_product_sale_invoice/models/sale_order.py new file mode 100644 index 000000000..bfd33e128 --- /dev/null +++ b/margin_product_sale_invoice/models/sale_order.py @@ -0,0 +1,65 @@ +# -*- 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 models, fields, api + + +class SaleOrderLine(models.Model): + _inherit = 'sale.order.line' + + cost_price_sale = fields.Float(string='Cost', compute='compute_cost_price') + margin_amount_sale = fields.Float(string='Margin', + compute='compute_margin_amount', + store=True) + + @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): + _inherit = 'sale.order' + + margin_percent_sale = fields.Float(string='Margin %') + margin_amount_sale_total = fields.Float(string='Margin Amount') + + 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 * 100 + return res diff --git a/margin_product_sale_invoice/models/sale_report.py b/margin_product_sale_invoice/models/sale_report.py new file mode 100644 index 000000000..fe10e3b1d --- /dev/null +++ b/margin_product_sale_invoice/models/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 models, fields + + +class SaleReport(models.Model): + _inherit = 'sale.report' + + margin_sale = fields.Float(string='Margin Total') + + def _query(self, with_clause='', fields={}, groupby='', from_clause=''): + """Adding additional fields to the query of pivot view.""" + fields[ + 'margin_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" + return super(SaleReport, self)._query(with_clause, fields, groupby, + from_clause) 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 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+
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+ Community +
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+ Enterprise +
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+ +
+
+
+

+ Margin On Product, Sales & Invoice

+

+ A Module For Configuring Margin on Products, Sales and Invoice. +

+ +
+
+ + + +
+
+

+ 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 +

+
+ +
+
+ +
+
+

+ View Margin Percentage In Product

+
+
+ +
+
+ +
+
+

+ Calculate Margin Amount And Percentage In Sales

+
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+ +
+
+ +
+
+

+ Calculate Margin Amount And Percentage In Invoice

+
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+
+

+ View Margin In Pivot View Of Sales Report And Invoice + Report

+
+
+ + +
+ +
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+ Screenshots +

+
+
+

+ Margin Percentage On Product View

+

+ Margin Percentage On Product Is Calculated By "Cost" And "Sales + Price".

+ +
+ +
+

+ Margin on Sale 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.xml b/margin_product_sale_invoice/views/account_move.xml new file mode 100644 index 000000000..a8fee5fe6 --- /dev/null +++ b/margin_product_sale_invoice/views/account_move.xml @@ -0,0 +1,28 @@ + + + + account.move.inherit + account.move + + + + + + + + + + + + + + + + + diff --git a/margin_product_sale_invoice/views/product_product.xml b/margin_product_sale_invoice/views/product_product.xml new file mode 100644 index 000000000..4860f5af0 --- /dev/null +++ b/margin_product_sale_invoice/views/product_product.xml @@ -0,0 +1,13 @@ + + + + product.product.inherit + product.product + + + + + + + + \ No newline at end of file diff --git a/margin_product_sale_invoice/views/sale_order.xml b/margin_product_sale_invoice/views/sale_order.xml new file mode 100644 index 000000000..457da2f94 --- /dev/null +++ b/margin_product_sale_invoice/views/sale_order.xml @@ -0,0 +1,27 @@ + + + + sale.order.inherit + sale.order + + + + + + + + + + + + + + + + + \ No newline at end of file