diff --git a/sale_invoice_margin/README.rst b/sale_invoice_margin/README.rst new file mode 100644 index 000000000..7345d7cf4 --- /dev/null +++ b/sale_invoice_margin/README.rst @@ -0,0 +1,45 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://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 + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developers: Sagarika@cybrosys + version 14: Sagarika Sagarika@cybrosys + version 15: Sagarika Sagarika@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/sale_invoice_margin/__init__.py b/sale_invoice_margin/__init__.py new file mode 100644 index 000000000..b88d52a77 --- /dev/null +++ b/sale_invoice_margin/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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/sale_invoice_margin/__manifest__.py b/sale_invoice_margin/__manifest__.py new file mode 100644 index 000000000..b1426e952 --- /dev/null +++ b/sale_invoice_margin/__manifest__.py @@ -0,0 +1,43 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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': "Sale Invoice Margin", + 'version': "15.0.1.0.0", + 'summary': """ Sale Invoice Margin Analysis""", + 'description': """Sale Invoice Margin Analysis""", + 'author': "Cybrosys Techno Solutions", + 'company': "Cybrosys Techno Solutions", + 'maintainer': "Cybrosys Techno Solutions", + 'website': "https://www.cybrosys.com", + 'category': 'Tools', + 'depends': ['base', '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, + '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..d190bb833 --- /dev/null +++ b/sale_invoice_margin/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 22.07.2022 +#### Version 15.0.1.0.0 +##### ADD +- Initial commit for Sales Invoice Margin Analysis Module diff --git a/sale_invoice_margin/models/__init__.py b/sale_invoice_margin/models/__init__.py new file mode 100644 index 000000000..10b1b36dd --- /dev/null +++ b/sale_invoice_margin/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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 account_move diff --git a/sale_invoice_margin/models/account_move.py b/sale_invoice_margin/models/account_move.py new file mode 100644 index 000000000..032d48b3f --- /dev/null +++ b/sale_invoice_margin/models/account_move.py @@ -0,0 +1,93 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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 . +# +############################################################################# + +"""inherited account move""" + + +from odoo import api, models, fields + + +class AccountMove(models.Model): + """inherited account move""" + _inherit = "account.move" + + margin_amount = fields.Float(string='Margin Amount', + compute='_compute_margin', + digits='Product Price') + margin_percentage = fields.Float(string='Margin Percentage', + compute='_compute_margin', + digits='Product Price') + + @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 + move.margin_percentage = \ + lines_margin_amount / lines_sale_price + else: + move.margin_amount = lines_margin_amount + move.margin_percentage = 1 + + +class AccountMoveLine(models.Model): + """inherited account move line""" + _inherit = 'account.move.line' + + margin_amount = fields.Float(string='Margin Amount', store=True, + compute='_compute_margin', + digits='Product Price') + margin_percentage = fields.Float(string='Margin Percentage', + compute='_compute_margin', store=True, + digits='Product Price') + + @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 + line.margin_percentage = margin_amount / sale_price + else: + line.margin_amount = margin_amount + line.margin_percentage = 1 diff --git a/sale_invoice_margin/report/__init__.py b/sale_invoice_margin/report/__init__.py new file mode 100644 index 000000000..9ac147422 --- /dev/null +++ b/sale_invoice_margin/report/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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 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..2eaf6c043 --- /dev/null +++ b/sale_invoice_margin/report/account_invoice_report.py @@ -0,0 +1,37 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2022-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 . +# +############################################################################# + +"""inherited account invoice report""" + +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): + """select""" + 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..edb31ef4c --- /dev/null +++ b/sale_invoice_margin/report/account_invoice_report_views.xml @@ -0,0 +1,14 @@ + + + + account.invoice.report.pivot + account.invoice.report + + + + + + + + + diff --git a/sale_invoice_margin/report/sale_report_views.xml b/sale_invoice_margin/report/sale_report_views.xml new file mode 100644 index 000000000..d389c962c --- /dev/null +++ b/sale_invoice_margin/report/sale_report_views.xml @@ -0,0 +1,14 @@ + + + + sale.report.pivot + sale.report + + + + + + + + + diff --git a/sale_invoice_margin/static/description/assets/icons/check.png b/sale_invoice_margin/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/sale_invoice_margin/static/description/assets/icons/check.png differ diff --git a/sale_invoice_margin/static/description/assets/icons/chevron.png b/sale_invoice_margin/static/description/assets/icons/chevron.png new file mode 100644 index 000000000..2089293d6 Binary files /dev/null and b/sale_invoice_margin/static/description/assets/icons/chevron.png differ diff --git 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+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+ +
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+
+
+ +
+
+
+

+ Sales Invoice Margin Analysis

+

+ Sales Invoice Margin Analysis in Odoo +

+ +
+
+ + + + +
+
+

+ Overview +

+
+ +
+

+ 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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+
+

+ Configuration +

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+ No additional configuration required

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+ Features +

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+ Community & Enterprise Support

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+ Available in Odoo 15.0 Community and Enterprise.

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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 +

+
+ +
+

+ Margin on Sale Order Analysis

+

+ Margin is added as measure for Sale Analysis Pivot. +

+ +
+ +
+

+ Margin on Invoice

+

+ Margin is computed for Invoices. +

+ +
+ +
+

+ Margin on Invoice Analysis

+

+ Margin is added as measure for Invoice Analysis Pivot. +

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\ No newline at end of file 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..bdc3eae71 --- /dev/null +++ b/sale_invoice_margin/views/account_move_views.xml @@ -0,0 +1,32 @@ + + + + account.invoice.tree.margin + account.move + + + + + + + + + + + account.move.form.margin + account.move + + + + + + + + + + + + + + + \ No newline at end of file