Mar 30: [ADD] Initial Commit 'crm_kit'

crm_kit/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
+
+CRM Kit
+=======
+Complete CRM Kit for odoo17.
+
+Configuration
+=============
+* No additional configurations needed
+
+Company
+-------
+* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
+
+License
+-------
+General Public License, Version 3 (AGPL v3).
+(https://www.gnu.org/licenses/agpl-3.0-standalone.html)
+
+Credits
+-------
+* Developer: (V17) Bhagyadev KP
+* 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 <https://cybrosys.com/>`__
+
+Further information
+===================
+HTML Description: `<static/description/index.html>`__

crm_kit/__init__.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import controllers
+from . import models
+from . import wizard
+

crm_kit/__manifest__.py

@@ -0,0 +1,53 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+{
+    "name": "CRM Kit",
+    "version": '17.0.1.0.0',
+    "category": 'Sales',
+    'summary': """Complete CRM Kit for odoo 17""",
+    'description': """Complete CRM Kit for odoo 17, CRM, CRM dashboard, 
+     crm commission, commission plan, crm features""",
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'maintainer': 'Cybrosys Techno Solutions',
+    'website': "https://www.cybrosys.com",
+    "depends": ['sale_management', 'crm', 'crm_dashboard'],
+    "data": [
+        'security/ir.model.access.csv',
+        'views/crm_commission_views.xml',
+        'views/crm_team_views.xml',
+        'views/res_users_views.xml',
+        'wizard/commission_report_views.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'crm_kit/static/src/js/action_manager.js',
+        ],
+    },
+    'images': [
+        'static/description/banner.png',
+    ],
+    'license': 'AGPL-3',
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

crm_kit/controllers/__init__.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import crm_kit

crm_kit/controllers/crm_kit.py

@@ -0,0 +1,57 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+import json
+from odoo import http
+from odoo.http import content_disposition, request
+from odoo.tools import html_escape
+
+
+class XLSXReportController(http.Controller):
+    @http.route('/xlsx_reports', type='http', auth='user', methods=['POST'], csrf=False)
+    def get_report_xlsx(self, model, options, output_format, report_name, **kw):
+        """
+        Generate an XLSX report based on the provided data and return it as a response.
+        """
+        uid = request.session.uid
+        report_obj = request.env[model].with_user(uid)
+        options = json.loads(options)
+        token = 'dummy-because-api-expects-one'
+        try:
+            if output_format == 'xlsx':
+                response = request.make_response(
+                    None,
+                    headers=[
+                        ('Content-Type', 'application/vnd.ms-excel'),
+                        ('Content-Disposition', content_disposition(report_name + '.xlsx'))
+                    ]
+                )
+                report_obj.get_xlsx_report(options, response)
+            response.set_cookie('fileToken', token)
+            return response
+        except Exception as e:
+            se = http.serialize_exception(e)
+            error = {
+                'code': 200,
+                'message': 'Odoo Server Error',
+                'data': se
+            }
+            return request.make_response(html_escape(json.dumps(error)))

crm_kit/doc/RELEASE_NOTES.md

@@ -0,0 +1,6 @@
+## Module <crm_kit>
+
+#### 20.01.2024
+#### Version 17.0.1.0.0
+#### ADD
+- Initial commit for CRM Kit

crm_kit/models/__init__.py

@@ -0,0 +1,27 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import commision_graduated
+from . import commision_product
+from . import crm_commision
+from . import crm_team
+from . import res_users
+

crm_kit/models/commision_graduated.py

@@ -0,0 +1,67 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import exceptions
+from odoo import api, fields, models, _
+
+
+class CommissionGraduated(models.Model):
+    """
+    This class represents Commission Revenue Graduated Wise.
+    """
+    _name = 'commission.graduated'
+    _description = 'Commission Revenue Graduated Wise'
+
+    graduated_commission_rate = fields.Float(string='Commission rate (%)',
+                                             help="Graduated Commission rate")
+    amount_from = fields.Float(string="From Amount", help='Amount from')
+    amount_to = fields.Float(string="To Amount", help='Amount to')
+    commission_id = fields.Many2one("crm.commission",
+                                    string="Commission",
+                                    help="Commission for graduation")
+    sequence = fields.Integer(string='Sequence', compute='_compute_sequence',
+                              store=True, help="sequence")
+
+    @api.depends('commission_id')
+    def _compute_sequence(self):
+        """
+        Add a sequence
+        """
+        number = 1
+        seq = self.mapped('commission_id')
+        for rule in seq.revenue_grd_comm_ids:
+            rule.sequence = number
+            number += 1
+
+    @api.constrains("amount_from", "amount_to")
+    def _check_amounts(self):
+        """
+        Check the validity of 'amount_from' and 'amount_to' values.
+
+        :raise exceptions.ValidationError: If 'amount_to' is less than
+        'amount_from'.
+        :return: None
+        """
+        for rec in self:
+            if rec.amount_to < rec.amount_from:
+                raise exceptions.ValidationError(
+                    _("The From Amount limit cannot be greater than To Amount.")
+                )

crm_kit/models/commision_product.py

@@ -0,0 +1,50 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class CommissionProduct(models.Model):
+    """
+    This class represents Commission Product Wise.
+
+    This model is used to define commission rates and maximum commission amounts
+    for different products.
+    """
+    _name = 'commission.product'
+    _description = 'Commission Product Wise'
+
+    user_id = fields.Many2one('res.users')
+    category_id = fields.Many2one('product.category', string='Product Category',
+                                  help="Category of the product")
+    product_id = fields.Many2one('product.product', string='Product',
+                                 domain="[('categ_id', '=', category_id)]",
+                                 help="Product")
+    percentage = fields.Float(string='Rate in Percentage (%)',
+                              help="Rate in percentage")
+    amount = fields.Monetary(string='Maximum Commission Amount', default=0.0,
+                             help="Maximum Commission Amount")
+    currency_id = fields.Many2one("res.currency", string="Currency",
+                                  default=lambda self:
+                                  self.env.user.company_id.currency_id.id,
+                                  help="Currency")
+    commission_id = fields.Many2one("crm.commission",
+                                    string="Commission", help="Commission")

crm_kit/models/crm_commision.py

@@ -0,0 +1,89 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import exceptions
+from odoo import api, fields, models, _
+
+
+class CrmCommission(models.Model):
+    """
+    This class represents the Commission Plan.
+    """
+    _name = 'crm.commission'
+    _description = 'CRM Commission'
+    _rec_name = "name"
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    name = fields.Char('Name', required=True, help="Name of the Commission")
+    active = fields.Boolean('Active', default=True, help="Active")
+    date_from = fields.Date(string="From Date", required=True, help="Date from")
+    date_to = fields.Date(string="To Date", required=True, help="Date to")
+    type = fields.Selection(
+        [('product', 'Product wise'),
+         ('revenue', 'Revenue wise')], string="Type",
+        default="product", help='Type of the commission plan')
+    team_id = fields.Many2one('crm.team', string='Sales Team',
+                              help="CRM Team")
+    user_id = fields.Many2one('res.users', string='Salesperson',
+                              help="Sales person")
+    product_comm_ids = fields.One2many('commission.product', 'commission_id',
+                                       string="Product Wise",
+                                       help='Commission Product')
+    straight_commission_rate = fields.Float(string='Commission rate (%)',
+                                            help='Straight Commission Rate')
+    revenue_grd_comm_ids = fields.One2many(
+        'commission.graduated',
+        'commission_id',
+        string="Revenue Graduated Wise", help='Revenue graduated wise')
+
+    revenue_type = fields.Selection(
+        [('straight', 'Straight Commission'),
+         ('graduated', 'Graduated Commission')],
+        string="Revenue Type", help='Revenue Type')
+
+    @api.constrains("date_from", "date_to")
+    def _check_date(self):
+        """
+        Check the validity of date range.
+
+        This method checks whether the 'date_from' is not later than 'date_to'.
+
+        :raise exceptions.ValidationError: If 'date_from' is later than 'date_to'.
+        """
+        for rec in self:
+            if rec.date_to < rec.date_from:
+                raise exceptions.ValidationError(
+                    _("The From date cannot be earlier than To date.")
+                )
+
+    @api.onchange('type')
+    def _onchange_type(self):
+        """
+        Handle the 'type' field change.
+        This method handles the 'type' field change and performs actions
+        accordingly.
+        """
+        if self.type == 'revenue':
+            self.product_comm_ids = [(5, 0, 0)]
+        elif self.type == 'product':
+            self.revenue_type = False
+            self.straight_commission_rate = False
+            self.revenue_grd_comm_ids = [(5, 0, 0)]

crm_kit/models/crm_team.py

@@ -0,0 +1,33 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class CrmTeam(models.Model):
+    """
+    This class inherits from 'crm.team' and add a field commission_id.
+    """
+    _inherit = 'crm.team'
+
+    commission_id = fields.Many2one('crm.commission',
+                                    string='Commission Plan',
+                                    help='Commission Plan')

crm_kit/models/res_users.py

@@ -0,0 +1,33 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from odoo import fields, models
+
+
+class ResUsers(models.Model):
+    """
+    This class inherits from 'res.users' and add a field commission_id.
+    """
+    _inherit = 'res.users'
+
+    commission_id = fields.Many2one('crm.commission',
+                                    string='Commission Plan',
+                                    help='Commission plan')

crm_kit/security/ir.model.access.csv

@@ -0,0 +1,5 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_commission_plan_user,crm.commission.user,model_crm_commission,base.group_user,1,1,1,1
+access_commission_product_user,commission.product.user,model_commission_product,base.group_user,1,1,1,1
+access_commission_report_user,commission.report.user,model_commission_report,base.group_user,1,1,1,1
+access_commission_graduated_user,commission.graduated.user,model_commission_graduated,base.group_user,1,1,1,1

crm_kit/static/description/assets/misc/email.svg

@@ -0,0 +1,33 @@
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crm_kit/static/description/assets/misc/phone.svg

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crm_kit/static/description/assets/misc/support-email.svg

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crm_kit/static/description/assets/misc/tick-mark.svg

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crm_kit/static/description/assets/misc/whatsapp.svg

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crm_kit/static/src/js/action_manager.js

@@ -0,0 +1,19 @@
+/** @odoo-module **/
+import { registry } from "@web/core/registry";
+import { BlockUI } from "@web/core/ui/block_ui";
+import { download } from "@web/core/network/download";
+
+/**
+This handler is responsible for generating XLSX reports.
+*/
+registry.category("ir.actions.report handlers").add("xlsx", async function (action) {
+    if (action.report_type === 'xlsx') {
+        BlockUI;
+	   await download({
+	           url: '/xlsx_reports',
+	           data: action.data,
+	           complete: () => unblockUI,
+	           error: (error) => self.call('crash_manager', 'rpc_error', error),
+	           });
+    }
+});

crm_kit/views/crm_commission_views.xml

@@ -0,0 +1,101 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+<!--    crm commission tree view-->
+    <record id="crm_commission_view_tree" model="ir.ui.view">
+        <field name="name">crm.commission.view.tree</field>
+        <field name="model">crm.commission</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="type"/>
+            </tree>
+        </field>
+    </record>
+    <!--    crm commission form view-->
+    <record id="crm_commission_view_form" model="ir.ui.view">
+        <field name="name">crm.commission.view.form</field>
+        <field name="model">crm.commission</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="name"/>
+                            <field name="date_from"/>
+                            <field name="date_to"/>
+                        </group>
+                        <group>
+                            <field name="active"/>
+                            <field name="type"/>
+                            <field name="revenue_type"
+                                   invisible="type == 'product'"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Product Wise"
+                              invisible="type != 'product'">
+                            <field name="product_comm_ids">
+                                <tree editable="Top" create="1" multi_edit="1">
+                                    <field name="category_id"
+                                           style="width:20%%"/>
+                                    <field name="product_id"
+                                           style="width:20%%"/>
+                                    <field name="percentage"
+                                           style="width:50%%"/>
+                                    <field name="amount" style="width:50%%"/>
+                                </tree>
+                            </field>
+                        </page>
+                        <page string="Straight Revenue Commission"
+                              invisible="type == 'product' or not revenue_type or revenue_type == 'graduated'">
+                            <group>
+                                <field name="straight_commission_rate"
+                                       string="Commission rate (%)"
+                                       invisible="type == 'product' or not revenue_type or revenue_type == 'graduated'"/>
+                            </group>
+                        </page>
+                        <page string="Graduated Revenue Commission"
+                              invisible="type == 'product' or not revenue_type or revenue_type == 'straight'">
+                            <field name="revenue_grd_comm_ids">
+                                <tree editable="Top" create="1" multi_edit="1">
+                                    <field name="sequence"/>
+                                    <field name="amount_from"/>
+                                    <field name="amount_to"/>
+                                    <field name="graduated_commission_rate"/>
+                                </tree>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids"/>
+                    <field name="activity_ids"/>
+                    <field name="message_ids"/>
+                </div>
+            </form>
+        </field>
+    </record>
+<!--    Commission Plan record Action-->
+    <record id="action_commission_plan" model="ir.actions.act_window">
+        <field name="name">CRM Commission Plan</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">crm.commission</field>
+        <field name="view_mode">tree,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Create New Commission Plan!
+            </p>
+        </field>
+    </record>
+<!--    Commission plans Menu-->
+    <menuitem id="crm_menu_commission_plan"
+              name="Commission Plans"
+              parent="crm.crm_menu_config"
+              action="action_commission_plan"
+              sequence="13"/>
+</odoo>

crm_kit/views/crm_team_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+<!--    Inheriting crm_team form view-->
+    <record id="crm_team_view_form" model="ir.ui.view">
+        <field name="name">crm.team.view.form.inherit.crm.kit</field>
+        <field name="model">crm.team</field>
+        <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+        <field name="arch" type="xml">
+            <field name="alias_contact" position="after">
+                <field name="commission_id"/>
+            </field>
+        </field>
+    </record>
+</odoo>

crm_kit/views/res_users_views.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+<!--    Inheriting res_users form view-->
+    <record id="view_users_simple_form" model="ir.ui.view">
+        <field name="name">res.users.view.inherit.form.crm.kit</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_simple_form"/>
+        <field name="arch" type="xml">
+            <field name="mobile" position="after">
+                <field name="commission_id"/>
+            </field>
+        </field>
+    </record>
+<!--    res_users action-->
+    <record id="action_crm_salespersons" model="ir.actions.act_window">
+        <field name="name">Sales Persons</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">res.users</field>
+        <field name="domain">[('share','=',False)]</field>
+        <field name="view_mode">tree,kanban,form</field>
+    </record>
+<!--    Sales Person menu-->
+    <menuitem id="crm_menu_sales_persons"
+              name="Sales Persons"
+              parent="crm.crm_menu_config"
+              action="action_crm_salespersons"
+              sequence="6"/>
+</odoo>

crm_kit/wizard/__init__.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+from . import commission_report

crm_kit/wizard/commission_report.py

@@ -0,0 +1,375 @@
+    # -*- coding: utf-8 -*-
+################################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
+#    Author: Bhagyadev KP (odoo@cybrosys.com)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+################################################################################
+import io
+import json
+from odoo import api, fields, models
+from odoo.tools import date_utils
+from odoo.exceptions import ValidationError
+
+try:
+    from odoo.tools.misc import xlsxwriter
+except ImportError:
+    import xlsxwriter
+
+
+class CommissionReport(models.TransientModel):
+    """
+    Commission Report wizard
+    """
+    _name = 'commission.report'
+    _description = 'Commission Report Wizard'
+
+    date_from = fields.Date(string="From Date", help="Date from which")
+    date_to = fields.Date(string="To Date", help="Date to")
+    salesperson_ids = fields.Many2many('res.users', string='Salesperson',
+                                       domain="[('share','=',False)]",
+                                       help="Salesperson")
+    sales_team_ids = fields.Many2many('crm.team', string='Sales Team',
+                                      help="Sales team")
+    date = fields.Date(string='Date', default=fields.Date.context_today,
+                       help="Date")
+    is_sales_person = fields.Boolean(default=False, string="Is sales person",
+                                     help="Is sales person")
+    is_sales_team = fields.Boolean(default=False, string="Is sales team",
+                                   help="Is sales team")
+
+    @api.onchange('salesperson_ids')
+    def onchange_salesperson_ids(self):
+        """Function for hide a field base on values"""
+        self.is_sales_person = True if self.salesperson_ids else False
+
+    @api.onchange('sales_team_ids')
+    def onchange_sales_team_ids(self):
+        self.is_sales_team = True if self.sales_team_ids else False
+
+    @api.constrains('sales_team_ids', 'salesperson_ids')
+    def sales_team_constrains(self):
+        """Function for showing validation error"""
+        for rec in self:
+            if self.sales_team_ids:
+                if not rec.sales_team_ids.member_ids:
+                    raise ValidationError(
+                        "Selected Sales Team haven't any Salespersons")
+                if not self.sales_team_ids.member_ids.commission_id and \
+                        not self.sales_team_ids.commission_id:
+                    raise ValidationError(
+                        "Selected Sales Team haven't any Commission Plan")
+            elif self.salesperson_ids and not rec.salesperson_ids.commission_id:
+                raise ValidationError(
+                    "Selected Salesperson haven't any Commission Plan")
+
+    def action_print_xls_report(self):
+        """Function for printing xlsx report"""
+        # sales person's condition starts here #
+        user_sale_orders = self.env['sale.order'].search([
+            ('user_id', 'in', self.salesperson_ids.ids)])
+        user_sale_orders_dict = {}
+        total_list = []
+        commission_list = []
+        user_commission_name = []
+        user_commission_salesperson = []
+        user_obj = user_sale_orders.mapped('user_id').sorted(key=lambda d: d.id)
+        for user in user_obj:
+            user_sale_orders_dict.update({
+                user: user_sale_orders.filtered(lambda l: l.user_id == user)
+            })
+        for user, user_sale_orders in user_sale_orders_dict.items():
+            commission_id = user.commission_id
+            if not commission_id:
+                continue
+            filtered_order_lines = user_sale_orders.filtered(
+                lambda l: self.date_from <= l.date_order.date(
+                ) <= self.date_to and l.date_order.date() >= commission_id.date_from
+            ).mapped('order_line')
+            filtered_order_lines_commission_total = sum(
+                filtered_order_lines.mapped('price_subtotal'))
+
+            if commission_id.type == 'product':
+                commission_products = commission_id.product_comm_ids.product_id
+                prod_commission = filtered_order_lines.filtered(
+                    lambda l: l.product_id in commission_products)
+                for rule in commission_id.product_comm_ids.filtered(
+                        lambda l: l.product_id in prod_commission.mapped(
+                            'product_id')):
+                    product_order_line = prod_commission.filtered(
+                        lambda l: l.product_id == rule.product_id)
+                    total_price = sum(
+                        product_order_line.mapped('price_subtotal'))
+                    product_commission = (total_price * rule.percentage) / 100
+                    total_list.append(total_price)
+                    user_commission_name.append(commission_id.name)
+                    user_commission_salesperson.append(user.name)
+                    commission_list.append(rule.amount) if (
+                            product_commission > rule.amount) \
+                        else commission_list.append(product_commission)
+
+            if commission_id.type == 'revenue' and (
+                    commission_id.revenue_type == 'graduated'):
+                for rule in commission_id.revenue_grd_comm_ids:
+                    if rule.amount_from <= filtered_order_lines_commission_total < rule.amount_to:
+                        graduated_commission = (filtered_order_lines_commission_total
+                                                * rule.graduated_commission_rate) / 100
+                        commission_list.append(graduated_commission)
+                        user_commission_name.append(commission_id.name)
+                        user_commission_salesperson.append(user.name)
+                        total_list.append(filtered_order_lines_commission_total)
+
+            if commission_id.type == 'revenue' and (
+                    commission_id.revenue_type == 'straight'):
+                straight_commission = (filtered_order_lines_commission_total
+                                       * commission_id.straight_commission_rate) / 100
+                commission_list.append(straight_commission)
+                user_commission_name.append(commission_id.name)
+                user_commission_salesperson.append(user.name)
+                total_list.append(filtered_order_lines_commission_total)
+        # sales person's condition ends here #
+
+        if not self.sales_team_ids and not self.salesperson_ids:
+            self.sales_team_ids = self.env['crm.team'].search([])
+
+        # sales team's condition starts here #
+        team_wizard_persons = self.sales_team_ids.member_ids
+        team_sale_orders = self.env['sale.order'].search(
+            [('user_id', 'in', team_wizard_persons.ids)])
+        team_sale_orders_dict = {}
+        commission_total = []
+        commission = []
+        commission_name = []
+        commission_salesperson = []
+        commission_sales_team = []
+        team_obj = team_sale_orders.mapped('user_id').sorted(key=lambda d: d.id)
+        for team_user in team_obj:
+            team_sale_orders_dict.update({
+                team_user: team_sale_orders.filtered(
+                    lambda l: l.user_id == team_user)
+            })
+        for team_user, team_sale_orders in team_sale_orders_dict.items():
+            commissions_id = team_user.commission_id if team_user.commission_id \
+                else team_user.sale_team_id.commission_id
+            if commissions_id:
+                filtered_order_lines = team_sale_orders.filtered(
+                    lambda l: self.date_from <= l.date_order.date(
+                    ) <= self.date_to and l.date_order.date() >= commissions_id.date_from
+                ).mapped('order_line')
+                filtered_order_lines_commission_total = sum(
+                    filtered_order_lines.mapped('price_subtotal'))
+                if commissions_id.type == 'product':
+                    commission_products = commissions_id.product_comm_ids.product_id
+                    prod_commission = filtered_order_lines.filtered(
+                        lambda l: l.product_id in commission_products)
+                    for rules in commissions_id.product_comm_ids.filtered(
+                            lambda l: l.product_id in prod_commission.mapped(
+                                'product_id')):
+                        product_order_line = prod_commission.filtered(
+                            lambda l: l.product_id == rules.product_id)
+                        total_price = sum(
+                            product_order_line.mapped('price_subtotal'))
+                        product_commission = (total_price * rules.percentage) / 100
+                        commission_total.append(total_price)
+                        commission_name.append(commissions_id.name)
+                        commission_salesperson.append(team_user.name)
+                        commission_sales_team.append(
+                            team_user.sale_team_id.name)
+                        commission.append(rules.amount) if (
+                                product_commission > rules.amount) \
+                            else commission.append(product_commission)
+
+                if commissions_id.type == 'revenue' and (
+                        commissions_id.revenue_type == 'graduated'):
+                    for rules in commissions_id.revenue_grd_comm_ids:
+                        if rules.amount_from <= filtered_order_lines_commission_total \
+                                < rules.amount_to:
+                            graduated_commission = (filtered_order_lines_commission_total
+                                                               * rules.graduated_commission_rate) / 100
+                            commission.append(graduated_commission)
+                            commission_name.append(commissions_id.name)
+                            commission_salesperson.append(team_user.name)
+                            commission_sales_team.append(
+                                team_user.sale_team_id.name)
+                            commission_total.append(
+                                filtered_order_lines_commission_total)
+
+                if commissions_id.type == 'revenue' and (
+                        commissions_id.revenue_type == 'straight'):
+                    straight_commission = (filtered_order_lines_commission_total
+                                           * commissions_id.straight_commission_rate) / 100
+                    commission.append(straight_commission)
+                    commission_name.append(commissions_id.name)
+                    commission_salesperson.append(team_user.name)
+                    commission_sales_team.append(team_user.sale_team_id.name)
+                    commission_total.append(
+                        filtered_order_lines_commission_total)
+        # sales team's condition ends here #
+
+        data = {
+            'model_id': self.id,
+            'date': self.date,
+            'date_from': self.date_from,
+            'date_to': self.date_to,
+            'sales_team_ids': self.sales_team_ids.ids,
+            'salesperson_ids': self.salesperson_ids.ids,
+            'commission_list': commission_list,
+            'total_list': total_list,
+            'commission': commission,
+            'commission_total': commission_total,
+            'commission_name': commission_name,
+            'commission_salesperson': commission_salesperson,
+            'commission_sales_team': commission_sales_team,
+            'user_commission_name': user_commission_name,
+            'user_commission_salesperson': user_commission_salesperson,
+        }
+        return {
+            'type': 'ir.actions.report',
+            'data': {
+                'model': 'commission.report',
+                'options': json.dumps(data, default=date_utils.json_default),
+                'output_format': 'xlsx',
+                'report_name': 'Commission Plan xlsx report'},
+            'report_type': 'xlsx'
+        }
+
+    def get_xlsx_report(self, data, response):
+        """get_xlsx_report function"""
+        date = data['date']
+        team = data['sales_team_ids']
+        user = data['salesperson_ids']
+        commission_list = data['commission_list']
+        total_list = data['total_list']
+        commission = data['commission']
+        commission_total = data['commission_total']
+        commission_name = data['commission_name']
+        commission_salesperson = data['commission_salesperson']
+        commission_sales_team = data['commission_sales_team']
+        user_commission_name = data['user_commission_name']
+        user_commission_salesperson = data['user_commission_salesperson']
+
+        output = io.BytesIO()
+        workbook = xlsxwriter.Workbook(output, {'in_memory': True})
+        sheet = workbook.add_worksheet()
+        head = workbook.add_format({'align': 'center', 'bold': True,
+                                    'font_size': '15px', 'valign': 'vcenter'})
+        format1 = workbook.add_format({'align': 'left', 'font_size': '12px'})
+        format2 = workbook.add_format({'align': 'right', 'font_size': '12x'})
+        format3 = workbook.add_format(
+            {'align': 'right', 'font_size': '12x', 'bold': True})
+        heading = workbook.add_format({'align': 'left', 'bold': True,
+                                       'font_size': '12px',
+                                       'valign': 'vcenter'})
+        date_format = workbook.add_format(
+            {'num_format': 'dd/mm/yy', 'align': 'left', 'font_size': '10px'})
+
+        sheet.merge_range('A2:B2', "Printed Date: " + date, date_format)
+        sheet.write('A4', 'No.', heading)
+        sheet.set_column(5, 1, 25)
+        sheet.set_row(0, 25)
+        row = 5
+        col = 0
+        index = 1
+        if user:
+            sheet.merge_range('A1:E1', 'COMMISSION PLAN REPORT', head)
+            sheet.write('D2', 'Date From: ' + data['date_from'], date_format)
+            sheet.write('E2', 'Date To: ' + data['date_to'], date_format)
+
+            sheet.write('B4', 'Sale Persons', heading)
+            sheet.write('C4', 'Commission Plan Name', heading)
+            sheet.write('D4', 'Total Revenue', heading)
+            sheet.write('E4', 'Commission Amount', heading)
+
+            for data in user_commission_salesperson:
+                sheet.write(row, col + 0, index, format2)
+                sheet.write(row, col + 1, data, format1)
+                row += 1
+                index += 1
+
+            row = 5
+            col = 0
+            for data in user_commission_name:
+                sheet.write(row, col + 2, data, format1)
+                row += 1
+
+            row = 5
+            col = 0
+            for data in total_list:
+                sheet.write(row, col + 3, round(data, 2), format2)
+                row += 1
+
+            row = 5
+            col = 0
+            for data in commission_list:
+                sheet.write(row, col + 4, round(data, 2), format2)
+                row += 1
+
+            sheet.write(row + 1, col + 2, 'Total', format3)
+            sheet.write(row + 1, col + 3, round(sum(total_list), 2), format2)
+            sheet.write(row + 1, col + 4, round(sum(commission_list), 2),
+                        format2)
+
+        elif team:
+            sheet.merge_range('A1:F1', 'COMMISSION PLAN REPORT', head)
+            sheet.write('E2', 'Date From: ' + data['date_from'], date_format)
+            sheet.write('F2', 'Date To: ' + data['date_to'], date_format)
+
+            sheet.write('B4', 'Sales Teams', heading)
+            sheet.write('C4', 'Sales Person', heading)
+            sheet.write('D4', 'Commission Plan Name', heading)
+            sheet.write('E4', 'Total Revenue', heading)
+            sheet.write('F4', 'Commission Amount', heading)
+
+            for data in commission_sales_team:
+                sheet.write(row, col + 0, index, format2)
+                sheet.write(row, col + 1, data, format1)
+                row += 1
+                index += 1
+
+            row = 5
+            col = 0
+            for data in commission_salesperson:
+                sheet.write(row, col + 2, data, format1)
+                row += 1
+
+            row = 5
+            col = 0
+            for data in commission_name:
+                sheet.write(row, col + 3, data, format1)
+                row += 1
+
+            row = 5
+            col = 0
+            for data in commission_total:
+                sheet.write(row, col + 4, round(data, 2), format2)
+                row += 1
+
+            row = 5
+            col = 0
+            for data in commission:
+                sheet.write(row, col + 5, round(data, 2), format2)
+                row += 1
+
+            sheet.write(row + 1, col + 3, 'Total:', format3)
+            sheet.write(row + 1, col + 4, round(sum(commission_total), 2),
+                        format2)
+            sheet.write(row + 1, col + 5, round(sum(commission), 2), format2)
+
+        workbook.close()
+        output.seek(0)
+        response.stream.write(output.read())
+        output.close()

crm_kit/wizard/commission_report_views.xml

@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+<!--    Commission report form view-->
+    <record id="commission_report_view_form" model="ir.ui.view">
+        <field name="name">commission.report.view.form</field>
+        <field name="model">commission.report</field>
+        <field name="type">form</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="date_from" required="1"/>
+                            <field name="date_to" required="1"/>
+                        </group>
+                        <group>
+                            <field name="is_sales_person" invisible="True"/>
+                            <field name="is_sales_team" invisible="True"/>
+                            <field name="sales_team_ids" widget="many2many_tags" options="{'no_create': True}" invisible="is_sales_person == True"/>
+                            <field name="salesperson_ids" widget="many2many_tags"  options="{'no_create': True}" invisible="is_sales_team == True"/>
+                        </group>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_print_xls_report" string="Print XLS"
+                            type="object" class="oe_highlight"/>
+                    <button string="Cancel" class="btn btn_default"
+                            special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+<!--    Commission Report Action-->
+    <record id="commission_reporting_action" model="ir.actions.act_window">
+        <field name="name">Commission Report</field>
+        <field name="res_model">commission.report</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="commission_report_view_form"/>
+        <field name="target">new</field>
+    </record>
+<!--    Commission Report menu-->
+    <menuitem id="commission_excel_report_root"
+              name="Commission Report "
+              parent="crm.crm_menu_report"
+              action="commission_reporting_action"
+              sequence="4"/>
+</odoo>