@ -0,0 +1,50 @@ |
|||||
|
.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg |
||||
|
:target: https://www.gnu.org/licenses/lgpl-3.0.en.html |
||||
|
:alt: License: LGPL-3 |
||||
|
|
||||
|
Odoo CRM Commission Plan |
||||
|
======================== |
||||
|
* Additionally, Odoo CRM may include a Commission Plan feature that helps organizations set up and manage commission structures for their sales teams based on predefined rules and criteria. |
||||
|
|
||||
|
Configuration |
||||
|
------------- |
||||
|
- www.odoo.com/documentation/17.0/setup/install.html |
||||
|
- Install our custom addon |
||||
|
|
||||
|
License |
||||
|
------- |
||||
|
Lesser General Public License, Version 3 (LGPL v3). |
||||
|
(https://www.gnu.org/licenses/lgpl-3.0.en.html) |
||||
|
|
||||
|
Company |
||||
|
------- |
||||
|
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Credits |
||||
|
------- |
||||
|
* Developer : |
||||
|
(V16) Abhin K, |
||||
|
(V17) Arjun S |
||||
|
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 <https://cybrosys.com/>`__ |
||||
|
|
||||
|
Further information |
||||
|
------------------- |
||||
|
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,24 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from . import controllers |
||||
|
from . import models |
||||
|
from . import wizard |
@ -0,0 +1,51 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
{ |
||||
|
"name": "Odoo CRM Commission Plan", |
||||
|
"version": '17.0.1.0.0', |
||||
|
"category": 'Sales', |
||||
|
'summary': """CRM Commission Plan for odoo17""", |
||||
|
'description': """Odoo 17's CRM module features professional commission |
||||
|
plans that drive sales performance effectively.""", |
||||
|
'author': 'Cybrosys Techno Solutions', |
||||
|
'company': 'Cybrosys Techno Solutions', |
||||
|
'maintainer': 'Cybrosys Techno Solutions', |
||||
|
'website': "https://www.cybrosys.com", |
||||
|
"depends": ['sale_management', 'crm'], |
||||
|
"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': [ |
||||
|
'commission_plan/static/src/js/action_manager.js', |
||||
|
], |
||||
|
}, |
||||
|
'images': ['static/description/banner.jpg'], |
||||
|
'license': 'LGPL-3', |
||||
|
'installable': True, |
||||
|
'auto_install': False, |
||||
|
'application': False, |
||||
|
} |
@ -0,0 +1,22 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from . import commission_plan |
@ -0,0 +1,57 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://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): |
||||
|
"""Xlsx report function is defined here""" |
||||
|
|
||||
|
@http.route('/xlsx_reports', type='http', auth='user', methods=['POST'], csrf=False) |
||||
|
def get_report_xlsx(self, model, options, output_format, report_name, **kw): |
||||
|
"""Function is called to print xlsx report""" |
||||
|
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 error: |
||||
|
serialize_exception = http.serialize_exception(error) |
||||
|
error = { |
||||
|
'code': 200, |
||||
|
'message': 'Odoo Server Error', |
||||
|
'data': serialize_exception |
||||
|
} |
||||
|
return request.make_response(html_escape(json.dumps(error))) |
@ -0,0 +1,6 @@ |
|||||
|
## Module <commission_plan> |
||||
|
|
||||
|
#### 02.04.2024 |
||||
|
#### Version 17.0.1.0.0 |
||||
|
#### ADD |
||||
|
- Initial commit for Odoo CRM Commission Plan |
@ -0,0 +1,26 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from . import commission_graduated |
||||
|
from . import commission_product |
||||
|
from . import crm_commission |
||||
|
from . import crm_team |
||||
|
from . import res_users |
@ -0,0 +1,66 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from odoo import api, exceptions, fields, models, _ |
||||
|
|
||||
|
|
||||
|
class CommissionGraduated(models.Model): |
||||
|
"""Commission.graduated model is defined here""" |
||||
|
_name = 'commission.graduated' |
||||
|
_description = 'Commission Revenue Graduated Wise' |
||||
|
|
||||
|
currency_id = fields.Many2one("res.currency", string="Currency", |
||||
|
default=lambda self: |
||||
|
self.env.user.company_id.currency_id.id, |
||||
|
help='Currency of the company') |
||||
|
graduated_amount_type = fields.Selection( |
||||
|
[('percentage', 'Percentage'), ('fixed', 'Fixed Amount')], |
||||
|
string="Amount Type", default='percentage', |
||||
|
help='Graduated Amount Type') |
||||
|
graduated_fixed_amount = fields.Monetary('Commission Amount', default=0.0, |
||||
|
help='Graduated Fixed Amount') |
||||
|
graduated_commission_rate = fields.Float(string='Commission rate (%)', |
||||
|
help='Graduated Commission Rate') |
||||
|
amount_from = fields.Float(string="From Amount", help='The Minimum Amount') |
||||
|
amount_to = fields.Float(string="To Amount", help='The Maximum Amount') |
||||
|
commission_id = fields.Many2one("crm.commission", string='Commission', |
||||
|
help='Crm Commission') |
||||
|
sequence = fields.Integer(string='Sequence', compute='_compute_sequence', |
||||
|
store=True, help='Sequence Generator') |
||||
|
|
||||
|
@api.depends('commission_id') |
||||
|
def _compute_sequence(self): |
||||
|
"""Sequence is computed in the one2many table""" |
||||
|
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): |
||||
|
"""Amount constraints to check the |
||||
|
amount to is greater than amount from""" |
||||
|
for rec in self: |
||||
|
if rec.amount_to < rec.amount_from: |
||||
|
raise exceptions.ValidationError( |
||||
|
_("The From Amount limit cannot " |
||||
|
"be greater than To Amount.")) |
@ -0,0 +1,70 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from odoo import api, fields, models |
||||
|
|
||||
|
|
||||
|
class CommissionProduct(models.Model): |
||||
|
"""Commission.product model is defined here""" |
||||
|
_name = 'commission.product' |
||||
|
_description = 'Commission Product Wise' |
||||
|
|
||||
|
user_id = fields.Many2one('res.users', string='User', |
||||
|
help='Select the User') |
||||
|
category_id = fields.Many2one('product.category', |
||||
|
string='Product Category', |
||||
|
help='Select the Product Category') |
||||
|
category_ids = fields.Many2many('product.category', |
||||
|
string='Product Category Reference', |
||||
|
help="To set the domain for the " |
||||
|
"category_id", |
||||
|
compute="_onchange_category_id") |
||||
|
product_id = fields.Many2one('product.product', string='Product', |
||||
|
help='Select the product') |
||||
|
commission_amount_type = fields.Selection([('percentage', 'Percentage'), |
||||
|
('fixed', 'Fixed Amount')], |
||||
|
string="Amount Type", |
||||
|
default='percentage', |
||||
|
help='Commission amount type') |
||||
|
fixed_amount = fields.Monetary('Commission Amount', default=0.0, |
||||
|
help='Fixed Commission Amount') |
||||
|
percentage = fields.Float(string='Rate in Percentage (%)', |
||||
|
help='Rate in percentage') |
||||
|
amount = fields.Monetary('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 of the company') |
||||
|
commission_id = fields.Many2one("crm.commission", string='Commission', |
||||
|
help='Select The Crm Commission') |
||||
|
|
||||
|
@api.depends('category_id') |
||||
|
def _onchange_category_id(self): |
||||
|
"""Function Sets the domain for selected category and removes |
||||
|
the product if the product is not in the selected category""" |
||||
|
for rec in self: |
||||
|
rec.category_ids = rec.category_id.search( |
||||
|
[('id', 'child_of', rec.category_id.ids)]).ids |
||||
|
rec.product_id = None if rec.product_id.id not in self.env[ |
||||
|
'product.product'].search( |
||||
|
[('categ_id', 'in', |
||||
|
rec.category_ids.ids)]).ids else rec.product_id.id |
@ -0,0 +1,93 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from odoo import api, Command, exceptions, fields, models, _ |
||||
|
|
||||
|
|
||||
|
class CommissionPlan(models.Model): |
||||
|
"""The crm.commission plan model is defined here""" |
||||
|
_name = 'crm.commission' |
||||
|
_description = 'Commission Plan' |
||||
|
_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 or not') |
||||
|
date_from = fields.Date(string="From Date", required=True, |
||||
|
help='Start date of the commission plan') |
||||
|
date_to = fields.Date(string="To Date", required=True, |
||||
|
help='End date of the commission plan') |
||||
|
type = fields.Selection( |
||||
|
[('product', 'Product wise'), |
||||
|
('revenue', 'Revenue wise')], string="Type", |
||||
|
default="product", help='Type of the Plan') |
||||
|
team_id = fields.Many2one('crm.team', string='Sales Team', |
||||
|
help='Select the Sales team') |
||||
|
user_id = fields.Many2one('res.users', string='Salesperson', |
||||
|
help='Select the Sales Person') |
||||
|
product_comm_ids = fields.One2many('commission.product', 'commission_id', |
||||
|
string="Product Wise", |
||||
|
help='Relational field of commission' |
||||
|
' product') |
||||
|
currency_id = fields.Many2one("res.currency", string="Currency", |
||||
|
default=lambda self: |
||||
|
self.env.user.company_id.currency_id.id, |
||||
|
help='Currency of the company') |
||||
|
straight_commission_type = fields.Selection([('percentage', 'Percentage'), |
||||
|
('fixed', 'Fixed Amount')], |
||||
|
string="Amount Type", |
||||
|
default='percentage', |
||||
|
help='Straight commission Type') |
||||
|
straight_commission_fixed = fields.Monetary('Commission Amount', |
||||
|
default=0.0, |
||||
|
help='Straight commission' |
||||
|
' fixed amount') |
||||
|
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='Relational Commission Graduated') |
||||
|
|
||||
|
revenue_type = fields.Selection( |
||||
|
[('straight', 'Straight Commission'), |
||||
|
('graduated', 'Graduated Commission')], |
||||
|
string="Revenue Type", |
||||
|
help='Select the Revenue Type') |
||||
|
|
||||
|
@api.constrains("date_from", "date_to") |
||||
|
def _check_date(self): |
||||
|
"""Date constraints""" |
||||
|
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): |
||||
|
"""Onchange type the corresponding table |
||||
|
is shown and the other table set to hide""" |
||||
|
if self.type == 'revenue': |
||||
|
self.product_comm_ids = [Command.clear()] |
||||
|
elif self.type == 'product': |
||||
|
self.revenue_type = False |
||||
|
self.straight_commission_rate = False |
||||
|
self.revenue_grd_comm_ids = [Command.clear()] |
@ -0,0 +1,30 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class CrmTeam(models.Model): |
||||
|
"""Model crm.team is inherited to add commission plan""" |
||||
|
_inherit = 'crm.team' |
||||
|
|
||||
|
commission_id = fields.Many2one('crm.commission', string='Commission Plan', |
||||
|
help='Select the Commission Plan') |
@ -0,0 +1,30 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from odoo import fields, models |
||||
|
|
||||
|
|
||||
|
class ResUsers(models.Model): |
||||
|
"""Model res.users is inherited to add commission plan""" |
||||
|
_inherit = 'res.users' |
||||
|
|
||||
|
commission_id = fields.Many2one('crm.commission', string='Commission Plan', |
||||
|
help='Select the Commission Plan') |
|
After Width: | Height: | Size: 36 KiB |
After Width: | Height: | Size: 3.6 KiB |
After Width: | Height: | Size: 310 B |
After Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 576 B |
After Width: | Height: | Size: 733 B |
After Width: | Height: | Size: 911 B |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.1 KiB |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 673 B |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 878 B |
After Width: | Height: | Size: 653 B |
After Width: | Height: | Size: 905 B |
After Width: | Height: | Size: 839 B |
After Width: | Height: | Size: 427 B |
After Width: | Height: | Size: 627 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 988 B |
After Width: | Height: | Size: 1.2 KiB |
After Width: | Height: | Size: 80 KiB |
After Width: | Height: | Size: 3.2 KiB |
After Width: | Height: | Size: 565 B |
After Width: | Height: | Size: 26 KiB |
After Width: | Height: | Size: 43 KiB |
After Width: | Height: | Size: 1.4 KiB |
After Width: | Height: | Size: 4.0 KiB |
After Width: | Height: | Size: 38 KiB |
After Width: | Height: | Size: 4.3 KiB |
After Width: | Height: | Size: 91 KiB |
After Width: | Height: | Size: 86 KiB |
After Width: | Height: | Size: 86 KiB |
After Width: | Height: | Size: 107 KiB |
After Width: | Height: | Size: 46 KiB |
After Width: | Height: | Size: 95 KiB |
After Width: | Height: | Size: 66 KiB |
After Width: | Height: | Size: 109 KiB |
After Width: | Height: | Size: 101 KiB |
After Width: | Height: | Size: 101 KiB |
After Width: | Height: | Size: 109 KiB |
After Width: | Height: | Size: 78 KiB |
After Width: | Height: | Size: 121 KiB |
After Width: | Height: | Size: 151 KiB |
After Width: | Height: | Size: 170 KiB |
After Width: | Height: | Size: 89 KiB |
After Width: | Height: | Size: 14 KiB |
@ -0,0 +1,966 @@ |
|||||
|
<!DOCTYPE html> |
||||
|
<html lang="en"> |
||||
|
|
||||
|
<head> |
||||
|
<meta charset="UTF-8"> |
||||
|
<meta name="viewport" content="width=device-width, initial-scale=1.0"> |
||||
|
<title>Odoo App 3 Index</title> |
||||
|
<!-- Bootstrap CSS --> |
||||
|
<link rel="stylesheet" |
||||
|
href="https://cdn.jsdelivr.net/npm/bootstrap@4.0.0/dist/css/bootstrap.min.css" |
||||
|
integrity="sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm" |
||||
|
crossorigin="anonymous"> |
||||
|
<link rel="stylesheet" |
||||
|
href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.2.1/css/all.min.css"> |
||||
|
<link rel="preconnect" href="https://fonts.googleapis.com"> |
||||
|
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> |
||||
|
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap" |
||||
|
rel="stylesheet"> |
||||
|
</head> |
||||
|
<body> |
||||
|
<section> |
||||
|
<div class="container" |
||||
|
style="font-family: 'Inter', sans-serif !important;background-color: #fff !important;"> |
||||
|
<div class="row"> |
||||
|
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between flex-wrap align-items-sm-center" |
||||
|
style="border-bottom:1px solid rgba(0, 0, 0, 0.22)"> |
||||
|
<div class="my-3"> |
||||
|
<img src="assets/misc/Cybrosys R.png" |
||||
|
style="width:auto !important; height:40px !important"> |
||||
|
</div> |
||||
|
<div class="my-3 d-flex align-items-center"> |
||||
|
<div class="text-center" |
||||
|
style="background-color:#017E84 !important;font-size: 0.8rem !important; color:#fff !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;"> |
||||
|
Community |
||||
|
</div> |
||||
|
<div class="text-center" |
||||
|
style="background-color:#875A7B !important;font-size: 0.8rem !important; color:#fff !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;"> |
||||
|
Enterprise |
||||
|
</div> |
||||
|
<div class="text-center" |
||||
|
style="background-color:#875A7B !important;font-size: 0.8rem !important; color:#fff !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;"> |
||||
|
Odoo SH |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="row"> |
||||
|
<div class="col-sm-12 col-md-12 col-lg-12 text-center d-flex align-items-center flex-column" |
||||
|
style="margin: 80px 0px !important;"> |
||||
|
<h1 style="font-size: 2.8rem;font-weight: 700; color: |
||||
|
#1A202C;"> |
||||
|
Odoo CRM Commission Plan</h1> |
||||
|
<p class="my-3 mb-4" |
||||
|
style="max-width: 80%; font-weight: 400 !important; line-height: 32px; color: #718096;"> |
||||
|
CRM Commission Plan for odoo17. |
||||
|
</p> |
||||
|
<div style="width: 80%; margin-top: 3rem;"> |
||||
|
<img src="assets/screenshots/hero.gif" |
||||
|
class="img-responsive" width="100%" height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container mt-5 mb-5"> |
||||
|
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4"> |
||||
|
<p class="m-0" |
||||
|
style="font-weight: 600; font-size: 24px; color:#714b67 !important"> |
||||
|
Key Highlights |
||||
|
</p> |
||||
|
</div> |
||||
|
<div class="row py-4"> |
||||
|
<div class="col-md-6 col-sm-12 p-3"> |
||||
|
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px; |
||||
|
background: #FFF; |
||||
|
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); "> |
||||
|
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67; |
||||
|
display: flex; justify-content: center; align-items: center; |
||||
|
margin-right: 10px; flex-shrink: 0;"> |
||||
|
<i class="fa-solid fa-star " |
||||
|
style="color: #fff;font-size:14px;"></i> |
||||
|
</div> |
||||
|
<div> |
||||
|
<p style="color: #1A202C;font-weight: 600; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Craft custom Commission to Salesperson and Sales |
||||
|
Team</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-6 col-sm-12 p-3"> |
||||
|
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px; |
||||
|
background: #FFF; |
||||
|
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); "> |
||||
|
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67; |
||||
|
display: flex; justify-content: center; align-items: center; |
||||
|
margin-right: 10px; flex-shrink: 0;"> |
||||
|
<i class="fa-solid fa-star " |
||||
|
style="color: #fff;font-size:14px;"></i> |
||||
|
</div> |
||||
|
<div> |
||||
|
<p style="color: #1A202C;font-weight: 600; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Draft Commissions based on Revenue and |
||||
|
respective Product</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-6 col-sm-12 p-3"> |
||||
|
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px; |
||||
|
background: #FFF; |
||||
|
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); "> |
||||
|
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67; |
||||
|
display: flex; justify-content: center; align-items: center; |
||||
|
margin-right: 10px; flex-shrink: 0;"> |
||||
|
<i class="fa-solid fa-star " |
||||
|
style="color: #fff;font-size:14px;"></i> |
||||
|
</div> |
||||
|
<div> |
||||
|
<p style="color: #1A202C;font-weight: 600; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Define Commission based on Product Category</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-6 col-sm-12 p-3"> |
||||
|
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px; |
||||
|
background: #FFF; |
||||
|
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); "> |
||||
|
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67; |
||||
|
display: flex; justify-content: center; align-items: center; |
||||
|
margin-right: 10px; flex-shrink: 0;"> |
||||
|
<i class="fa-solid fa-star " |
||||
|
style="color: #fff;font-size:14px;"></i> |
||||
|
</div> |
||||
|
<div> |
||||
|
<p style="color: #1A202C;font-weight: 600; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Informative Commission Plan report</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container rounded"> |
||||
|
<ul class="nav nav-tabs d-flex" |
||||
|
style="width: fit-content;margin: 0 auto;gap: 1rem;"> |
||||
|
<li class="col text-center py-2 text-nowrap " |
||||
|
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"> |
||||
|
<a |
||||
|
class="active show" data-toggle="tab" href="#tab1" |
||||
|
style="color: #fff;font-weight: 500; background-color: #714B67; text-decoration: none;"> |
||||
|
<i class="fa-regular fa-image pr-2" |
||||
|
style="color: #fff;"></i> |
||||
|
Screenshots</a></li> |
||||
|
<li class="col text-center py-2 text-nowrap " |
||||
|
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"> |
||||
|
<a |
||||
|
data-toggle="tab" href="#tab4" |
||||
|
style="color: #fff;font-weight: 500; text-decoration: none;"><i |
||||
|
class="fa-solid fa-cog pr-2" |
||||
|
style="color: #fff;"></i>Configuration</a></li> |
||||
|
<li class="col text-center py-2 text-nowrap " |
||||
|
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"> |
||||
|
<a |
||||
|
data-toggle="tab" href="#tab2" |
||||
|
style="color: #fff;font-weight: 500; text-decoration: none;"><i |
||||
|
class="fa-solid fa-star pr-2" |
||||
|
style="color: #fff;"></i>Features</a></li> |
||||
|
<li class="col text-center py-2 text-nowrap " |
||||
|
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;"> |
||||
|
<a |
||||
|
data-toggle="tab" href="#tab3" |
||||
|
style="color: #fff;font-weight: 500; text-decoration: none; background-color: #714B67;"><i |
||||
|
class="fa-solid fa-book-open pr-2" |
||||
|
style="color: #fff;"></i>Released Notes</a></li> |
||||
|
</ul> |
||||
|
<div class="tab-content" |
||||
|
style="background-color: rgba(121, 113, 119, 0.04);"> |
||||
|
<div id="tab1" class="tab-pane fade in active show"> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/1.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Commission Plan</h4> |
||||
|
<p class="m-0" style="color:#718096">The |
||||
|
Commission Plan window can be accessed from |
||||
|
the Configuration menu of the module and |
||||
|
select the Commission Plan menu. Here all |
||||
|
the Commission Plan details of the operation |
||||
|
in respect to the functioning of the Odoo |
||||
|
CRM will be depicted. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/2.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Commission Plan based on Product |
||||
|
Category</h4> |
||||
|
<p class="m-0" style="color:#718096">The |
||||
|
Commission Plan Creation window can be |
||||
|
accessed from the Commission Plan menu from |
||||
|
the configuration menu and while selecting |
||||
|
the Type the Product Wise options can be |
||||
|
selected. Further, the Product Categories |
||||
|
with respect to the respective Product |
||||
|
Category based Commission Plan can be |
||||
|
defined. |
||||
|
|
||||
|
You can also choose the commission amount |
||||
|
type as fixed or percentage for each |
||||
|
product. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/3.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Revenue-based Commission Plan: Straight |
||||
|
Revenue Commission Plan</h4> |
||||
|
<p class="m-0" style="color:#718096"> |
||||
|
The second form of Commission Plan in the |
||||
|
Odoo CRM Commission Plan where the Sales |
||||
|
Revenue and its percentage calculation will |
||||
|
be provided as Commission to the |
||||
|
Salesperson. |
||||
|
While Creating a Straight Revenue Commission |
||||
|
plan the Revenue type can be selected as |
||||
|
Straight Commission. Further, the commission |
||||
|
rate can be defined under the Straight |
||||
|
Revenue Commission tab. |
||||
|
|
||||
|
The commission amount type can be chosen as |
||||
|
fixed or percentage. You need to enter the |
||||
|
percentage rate if you choose percentage |
||||
|
type. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/4.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<p class="m-0" style="color:#718096"> |
||||
|
You need to enter the fixed amount if you |
||||
|
choose the fixed type. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/5.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Revenue-based Commission Plan: Graduated |
||||
|
Revenue Commission Plan |
||||
|
</h4> |
||||
|
<p class="m-0" style="color:#718096"> |
||||
|
While Creating a Graduated Revenue |
||||
|
Commission Plan the Commission type can be |
||||
|
selected as Graduated Commission. Further, |
||||
|
the commission rate/ commission amount can |
||||
|
be defined under the Graduated Revenue |
||||
|
Commission tab. |
||||
|
|
||||
|
|
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/6.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Assigning Commission Plan for Salesperson |
||||
|
</h4> |
||||
|
<p class="m-0" style="color:#718096">In the CRM |
||||
|
Commission Plan under the respective |
||||
|
Salesperson description tab, there will be a |
||||
|
dedicated tab the Commission Plan where the |
||||
|
respective Commission Plan with respect to |
||||
|
the operation can be defined. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/7.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Assigning Commission Plan for Sales Team |
||||
|
</h4> |
||||
|
<p class="m-0" style="color:#718096">In the CRM |
||||
|
Commission Plan under the respective sales |
||||
|
team description tab, there will be a |
||||
|
dedicated tab the Commission Plan where the |
||||
|
respective Commission Plan with respect to |
||||
|
the operation can be defined. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-lg-12 py-2" |
||||
|
style="padding: 1rem 4rem !important;"> |
||||
|
<div |
||||
|
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="row justify-content-center p-3 w-100 m-0"> |
||||
|
<img src="assets/screenshots/8.png" |
||||
|
class="img-responsive" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<div class="px-3"> |
||||
|
<h4 class="mt-2" |
||||
|
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important"> |
||||
|
Print the Commission Plan Report in XLSX |
||||
|
Format |
||||
|
</h4> |
||||
|
<p class="m-0" style="color:#718096">The CRM |
||||
|
Commission Plan also holds an advanced |
||||
|
operations feature where the Admins, as well |
||||
|
as every User, can take the Print out of the |
||||
|
Commission Plan Reports based on their need |
||||
|
and for the period of operations that are |
||||
|
required. The Reports can be generated in |
||||
|
XLSX formats and can be saved based on the |
||||
|
need. To take the printout of the Commission |
||||
|
Plan Report you should go to the Reporting |
||||
|
tab of the CRM Commission Plan and further |
||||
|
select the Commission Plan menu and select |
||||
|
the Required entries and Click to Print XLS. |
||||
|
</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div id="tab2" class="tab-pane fade"> |
||||
|
<div class="col-mg-12" style="padding: 1rem 4rem;"> |
||||
|
<ul style="list-style: none; padding: 1rem 0;font-weight: 500;"> |
||||
|
<li class="py-3" |
||||
|
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<span style="margin-right: 12px;"><img |
||||
|
src="assets/misc/star (1) 2.svg" |
||||
|
alt="" |
||||
|
width="16px"></span>Craft custom |
||||
|
Commission to Salesperson and Sales Team |
||||
|
</li> |
||||
|
<li class="py-3" |
||||
|
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<span style="margin-right: 12px;"><img |
||||
|
src="assets/misc/star (1) 2.svg" |
||||
|
alt="" |
||||
|
width="16px"></span>Draft |
||||
|
Commissions based on Revenue and respective |
||||
|
Product |
||||
|
</li> |
||||
|
<li class="py-3" |
||||
|
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<span style="margin-right: 12px;"><img |
||||
|
src="assets/misc/star (1) 2.svg" |
||||
|
alt="" |
||||
|
width="16px"></span>Define |
||||
|
Commission based on Product Category |
||||
|
</li> |
||||
|
<li class="py-3" |
||||
|
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<span style="margin-right: 12px;"><img |
||||
|
src="assets/misc/star (1) 2.svg" |
||||
|
alt="" |
||||
|
width="16px"></span>Informative |
||||
|
Commission Plan report |
||||
|
|
||||
|
</li> |
||||
|
|
||||
|
</ul> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div id="tab4" class="tab-pane fade"> |
||||
|
<div class="col-mg-12" style="padding: 1rem 4rem;"> |
||||
|
<p class="mt-4" |
||||
|
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
||||
|
<b>For creating new commission plans:</b><br/> |
||||
|
<ol> |
||||
|
<li> |
||||
|
<b>Creating new commissions:</b><br/> |
||||
|
<p>Initially Create a new commission and Choose |
||||
|
a name to distinguish |
||||
|
that type<br/></p> |
||||
|
</li> |
||||
|
<li> |
||||
|
<b>Select the type of the Commission:</b><br/> |
||||
|
<p><b>Product-based:</b> Commissions are |
||||
|
calculated as the percentage of |
||||
|
the price based on the selected product in |
||||
|
the form.<br/></p> |
||||
|
<p><b>Revenue-based:</b> A certain percentage of |
||||
|
revenue is given as |
||||
|
Commission to the Salesperson<br/></p> |
||||
|
<p> |
||||
|
<b>Straight revenue:</b> Commissions are |
||||
|
calculated using a fixed |
||||
|
percentage of the revenue sold. You can fill |
||||
|
the percentage in the field "Commission |
||||
|
rate".<br/> |
||||
|
</p> |
||||
|
<p> |
||||
|
<b>Graduated revenue:</b> Commissions are |
||||
|
calculated as a percentage |
||||
|
of the revenue generated at amount |
||||
|
intervals.<br/> |
||||
|
</p> |
||||
|
<p> |
||||
|
You can fill in the amount intervals and the |
||||
|
percentages in the |
||||
|
"Graduated Revenue Commission" field.<br/> |
||||
|
</p> |
||||
|
</li> |
||||
|
</ol> |
||||
|
|
||||
|
<p class="mt-4" |
||||
|
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
||||
|
<b>For adding Commission in Salesperson & Sales |
||||
|
team:</b><br/> |
||||
|
</p> |
||||
|
<b>Go to CRM -> Configuration -> Salesperson or Sales |
||||
|
team</b> |
||||
|
<ul> |
||||
|
<li>Edit the Salesperson or Sales team</li> |
||||
|
<li>Choose a commission type</li> |
||||
|
<li>Save it</li> |
||||
|
</ul> |
||||
|
|
||||
|
<p class="mt-4" |
||||
|
style="font-size: 1.1rem !important; color: #282F33 !important; font-weight: 400 !important; line-height: 1.85 !important"> |
||||
|
<b>For printing Commission in XLSX report:</b><br/> |
||||
|
</p> |
||||
|
<b>Go to CRM -> Configuration -> Salesperson or Sales |
||||
|
team</b> |
||||
|
<ul> |
||||
|
<li>CRM -> Reporting -> Commission Report</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div id="tab3" class="tab-pane fade"> |
||||
|
<div class="col-mg-12 active" style="padding: 1rem 4rem;"> |
||||
|
<div class="py-3" |
||||
|
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);"> |
||||
|
<div class="d-flex mb-3" |
||||
|
style="font-size: 0.8rem; font-weight: 500;"><span>Version |
||||
|
17.0.1.0.0</span><span |
||||
|
class="px-2">|</span><span |
||||
|
style="color: #714B67;font-weight: 600;">Released on:25th March 2024</span> |
||||
|
</div> |
||||
|
<p class="m-0" |
||||
|
style=" color:#718096!important; font-size:1rem !important;line-height: 28px;"> |
||||
|
|
||||
|
Initial Commit for Odoo CRM Commission Plan.</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container mt-5"> |
||||
|
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5"> |
||||
|
<p class="m-0" |
||||
|
style="font-weight: 600; font-size: 24px; color:#000 !important"> |
||||
|
Related Products</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div id="myCarousel" class="carousel slide py-3" data-ride="carousel"> |
||||
|
<div class="carousel-inner"> |
||||
|
<div class="carousel-item active"> |
||||
|
<div class="row p-4"> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/sale_discount_total/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px; "> |
||||
|
<img src="assets/modules/m1.png" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
|
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Sale Discount on Total Amount</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/sale_report_advanced/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px; "> |
||||
|
<img src="assets/modules/m2.png" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
|
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Advanced Sales Reports</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/subscription_package/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px; "> |
||||
|
<img src="assets/modules/m3.jpg" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
|
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Subscription Management</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="carousel-item"> |
||||
|
<div class="row p-4"> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/import_template_download/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px; "> |
||||
|
<img src="assets/modules/m4.jpg" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
|
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Import Template For Sales / Purchase |
||||
|
/ Invoice</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/dynamic_product_fields/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px;"> |
||||
|
<img src="assets/modules/m5.png" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
|
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Product Custom Fields</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col"> |
||||
|
<div class="p-3"> |
||||
|
<a href="https://apps.odoo.com/apps/modules/17.0/sale_purchase_automated/" |
||||
|
style="color: #000; text-decoration: none;"> |
||||
|
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;"> |
||||
|
<div style="width: 300px;"> |
||||
|
<img src="assets/modules/m6.jpg" |
||||
|
alt="" width="100%" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
<p class="text-center pt-2 text-black font-weight-bold"> |
||||
|
Automate Sale And Purchase |
||||
|
Orders</p> |
||||
|
</div> |
||||
|
</a> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<a class="carousel-control-prev" href="#myCarousel" |
||||
|
data-slide="prev" style="width: 35px; color: #000;"> |
||||
|
<span class="carousel-control-prev-icon"> |
||||
|
<i class="fa fa-chevron-left" |
||||
|
style="font-size: 24px;"></i> |
||||
|
</span> |
||||
|
</a> |
||||
|
<a class="carousel-control-next" href="#myCarousel" |
||||
|
data-slide="next" style="width: 35px; color: #000;"> |
||||
|
<span class="carousel-control-next-icon"> |
||||
|
<i class="fa fa-chevron-right" |
||||
|
style="font-size: 24px;"></i> |
||||
|
</span> |
||||
|
</a> |
||||
|
</div> |
||||
|
<div class="container mt-5"> |
||||
|
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4"> |
||||
|
<p class="m-0" |
||||
|
style="font-weight: 600; font-size: 24px; color:#000 !important"> |
||||
|
Our Services</p> |
||||
|
|
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container my-5"> |
||||
|
<div class="row py-3"> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#13EA36 ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/cogs.png" |
||||
|
alt="service-icon" |
||||
|
width="38px" height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Customization</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#DBC711; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/wrench.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Implementation</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#FF6B6B ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/lifebuoy.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Support</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#FFA801 ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/user.png" |
||||
|
alt="service-icon" |
||||
|
width="38px" height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Hire |
||||
|
Odoo |
||||
|
Developer</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative; border-radius: 4px;"> |
||||
|
|
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#54A0FF; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/puzzle.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Integration</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#6D7680 ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/update.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Migration</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#786FA6 ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/consultation.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Consultancy</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px;position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#F8A5C2 ; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/training.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Implementation</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-4 col-sm-6 px-4 py-4"> |
||||
|
<div |
||||
|
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;"> |
||||
|
<div style="position: absolute; top: 0%; left: 50%; transform: translate(-50%, -50%);"> |
||||
|
<div style="background-color:#E6BE26; border-radius: 50%; padding: 15px; width: 68px; |
||||
|
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);"> |
||||
|
<img src="assets/icons/license.png" |
||||
|
alt="service-icon" width="38px" |
||||
|
height="auto"> |
||||
|
</div> |
||||
|
</div> |
||||
|
<p style="margin-top: 20px; font-weight: bold;">Odoo |
||||
|
Licensing Consultancy</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container mt-5"> |
||||
|
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4"> |
||||
|
<p class="m-0" |
||||
|
style="font-weight: 600; font-size: 24px; color:#000 !important"> |
||||
|
Our Industries</p> |
||||
|
|
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container"> |
||||
|
<div class="row my-5 py-4"> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100 " |
||||
|
style="border-right: 1px solid rgb(209, 209, 209); border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; box-shadow: 6px 0 10px rgba(228, 227, 227, 0.373);"> |
||||
|
<img src="assets/icons/trading-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;">Trading</p> |
||||
|
<p>Easily procure and sell your products</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgb(209, 209, 209); padding: 30px;"> |
||||
|
<img src="assets/icons/pos-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;">POS</p> |
||||
|
<p>Easy configuration and convivial experience</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgba(0, 0, 0, 0.2); padding: 30px; box-shadow: 0 5px 10px rgba(228, 227, 227, 0.373)"> |
||||
|
<img src="assets/icons/education-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Education</p> |
||||
|
<p>A platform for educational management</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; "> |
||||
|
<img src="assets/icons/manufacturing-black.png" |
||||
|
width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Manufacturing</p> |
||||
|
<p>Plan, track and schedule your operations</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;"> |
||||
|
<img src="assets/icons/ecom-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;">E-commerce & |
||||
|
Website</p> |
||||
|
<p>Mobile friendly, awe-inspiring product pages</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;box-shadow: 0 -5px 10px rgba(228, 227, 227, 0.373);"> |
||||
|
<img src="assets/icons/service-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;">Service |
||||
|
Management</p> |
||||
|
<p>Keep track of services and invoice</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px; "> |
||||
|
<img src="assets/icons/restaurant-black.png" |
||||
|
width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;"> |
||||
|
Restaurant</p> |
||||
|
<p>Run your bar or restaurant methodically</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-3 col-sm-6 p-0"> |
||||
|
<div class="d-flex flex-column h-100" |
||||
|
style=" padding: 30px;box-shadow: -5px 0 10px rgba(228, 227, 227, 0.373);"> |
||||
|
<img src="assets/icons/hotel-black.png" width="42px" |
||||
|
height="auto" alt=""> |
||||
|
<p style="color: #714B67;font-weight: 600; margin-top: 10px; |
||||
|
font-size: 1.2rem; margin-bottom: 2px;">Hotel |
||||
|
Management</p> |
||||
|
<p>An all-inclusive hotel management application</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container mt-5"> |
||||
|
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5"> |
||||
|
<p class="m-0" |
||||
|
style="font-weight: 600; font-size: 24px; color:#000 !important"> |
||||
|
Support</p> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="container my-5"> |
||||
|
<div class="row" style="background-color: #FFFAFE;"> |
||||
|
<div class="col-md-6 pb-4 d-flex align-items-center justify-content-center" |
||||
|
style="border-right: 1px solid #D9D9D9;"> |
||||
|
<div style="padding: 30px;"> |
||||
|
<div class="d-flex align-items-center"> |
||||
|
<img src="assets/misc/support (1) 1.svg" alt="" |
||||
|
width="60px" style="margin-right: 12px;"> |
||||
|
<div style="padding: 0px 8px;"> |
||||
|
<span |
||||
|
style="color: #714B67;font-size: 24px;font-weight: 600;padding-bottom: 1rem;">Need |
||||
|
Help?</span> |
||||
|
<p class="m-0" style="color:#718096;">Got |
||||
|
questions |
||||
|
or need help? Get in touch.</p> |
||||
|
<div style="font-weight: 400;"><span><img |
||||
|
src="assets/misc/support-email.svg" |
||||
|
alt="" |
||||
|
width="18px" |
||||
|
style="filter: invert(1);margin-right: 0.8rem;"></span>odoo@cybrosys.com |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-md-6 pb-4 d-flex align-items-center justify-content-center"> |
||||
|
<div style="padding: 30px;"> |
||||
|
<div class="d-flex align-items-center"> |
||||
|
<img src="assets/misc/whatsapp 1.svg" alt="" |
||||
|
width="60px" style="margin-right: 12px;"> |
||||
|
<div> |
||||
|
<span style="color: #714B67;font-size: 24px;font-weight: 600;">WhatsApp</span> |
||||
|
<p class="m-0" style="color:#718096;">Say hi to |
||||
|
us |
||||
|
on WhatsApp!</p> |
||||
|
<div style="font-weight: 400; font-size: 16px;"><span><img |
||||
|
src="assets/misc/phone.svg" |
||||
|
alt="" width="14px" |
||||
|
style="filter: invert(1); margin-right: 0.8rem;"></span>+91 |
||||
|
99456767686 |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</section> |
||||
|
<!-- Optional JavaScript --> |
||||
|
<!-- jQuery first, then Popper.js, then Bootstrap JS --> |
||||
|
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script> |
||||
|
<script src="https://maxcdn.bootstrapcdn.com/bootstrap/4.5.2/js/bootstrap.min.js"></script> |
||||
|
</body> |
||||
|
</html> |
@ -0,0 +1,17 @@ |
|||||
|
/** @odoo-module */ |
||||
|
|
||||
|
import { registry } from "@web/core/registry"; |
||||
|
import { BlockUI } from "@web/core/ui/block_ui"; |
||||
|
import { download } from "@web/core/network/download"; |
||||
|
|
||||
|
registry.category("ir.actions.report handlers").add("xlsx", async (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), |
||||
|
}); |
||||
|
} |
||||
|
}); |
@ -0,0 +1,124 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!--Commission plan 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> |
||||
|
<!--Commission plan 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" multi_edit="1"> |
||||
|
<field name="category_id" width="23%"/> |
||||
|
<field name="product_id" width="20%" |
||||
|
domain="[('categ_id','in',category_ids)]"/> |
||||
|
<field name="category_ids" |
||||
|
invisible="1"/> |
||||
|
<field name="commission_amount_type" |
||||
|
width="18%"/> |
||||
|
<field name="percentage" |
||||
|
invisible="commission_amount_type == 'fixed'" |
||||
|
width="10"/> |
||||
|
<field name="fixed_amount" |
||||
|
invisible="commission_amount_type != 'fixed'" |
||||
|
width="15"/> |
||||
|
<field name="amount" |
||||
|
invisible="commission_amount_type == 'fixed'" |
||||
|
width="14"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</page> |
||||
|
<page string="Straight Revenue Commission" |
||||
|
invisible="type == 'product' or revenue_type == False or revenue_type == 'graduated'"> |
||||
|
<group> |
||||
|
<field name="straight_commission_type"/> |
||||
|
<field name="straight_commission_fixed" |
||||
|
invisible="straight_commission_type != 'fixed'"/> |
||||
|
<field name="straight_commission_rate" |
||||
|
string="Commission rate (%)" |
||||
|
invisible="straight_commission_type == 'fixed' or type == 'product' or revenue_type == False or revenue_type == 'graduated'"/> |
||||
|
</group> |
||||
|
</page> |
||||
|
<page string="Graduated Revenue Commission" |
||||
|
invisible="type == 'product' or revenue_type == False or revenue_type == 'straight'"> |
||||
|
<field name="revenue_grd_comm_ids"> |
||||
|
<tree editable="Top" create="1" multi_edit="1"> |
||||
|
<field name="sequence" width="10%"/> |
||||
|
<field name="amount_from" width="15%"/> |
||||
|
<field name="amount_to" width="15%"/> |
||||
|
<field name="graduated_amount_type" |
||||
|
widget="selection" |
||||
|
style="max-width:200px !important;" |
||||
|
width="20%"/> |
||||
|
<field name="graduated_fixed_amount" |
||||
|
style="min-width:200px !important;" |
||||
|
invisible="graduated_amount_type != 'fixed'" |
||||
|
width="20%"/> |
||||
|
<field name="graduated_commission_rate" |
||||
|
style="min-width:200px !important;" |
||||
|
invisible="graduated_amount_type == 'fixed'" |
||||
|
width="20%"/> |
||||
|
</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> |
||||
|
<!-- The crm commission plan action--> |
||||
|
<record id="commission_plan_action" 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> |
||||
|
<!--CRM Commission plan menu--> |
||||
|
<menuitem id="crm_commission_plan_menu" |
||||
|
name="Commission Plans" |
||||
|
parent="crm.crm_menu_config" |
||||
|
action="commission_plan_action" |
||||
|
sequence="13"/> |
||||
|
</odoo> |
@ -0,0 +1,14 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!--The commission plan is added to the crm team--> |
||||
|
<record id="crm_team_view_form" model="ir.ui.view"> |
||||
|
<field name="name">crm.team.view.form.inherit.commission.plan</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> |
@ -0,0 +1,28 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!--Commission field is added to res.users--> |
||||
|
<record id="view_users_simple_form" model="ir.ui.view"> |
||||
|
<field name="name">res.users.view.form.inherit.commission.plan</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> |
||||
|
<!--Action for res users--> |
||||
|
<record id="res_users_action" 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> |
||||
|
<!--Menu for users--> |
||||
|
<menuitem id="crm_menu_sales_persons" |
||||
|
name="Sales Persons" |
||||
|
parent="crm.crm_menu_config" |
||||
|
action="res_users_action" |
||||
|
sequence="6"/> |
||||
|
</odoo> |
@ -0,0 +1,22 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
from . import commission_report |
@ -0,0 +1,485 @@ |
|||||
|
# -*- coding: utf-8 -*- |
||||
|
############################################################################# |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
||||
|
# Author: Arjun S(odoo@cybrosys.com) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
############################################################################# |
||||
|
import io |
||||
|
import json |
||||
|
|
||||
|
from odoo import api, fields, models, _ |
||||
|
from odoo.exceptions import ValidationError |
||||
|
from odoo.tools import date_utils |
||||
|
|
||||
|
try: |
||||
|
from odoo.tools.misc import xlsxwriter |
||||
|
except ImportError: |
||||
|
import xlsxwriter |
||||
|
|
||||
|
|
||||
|
class CommissionReport(models.TransientModel): |
||||
|
"""The commission.report model is created and shown as the wizard window""" |
||||
|
_name = 'commission.report' |
||||
|
_description = 'Commission Report' |
||||
|
|
||||
|
date_from = fields.Date(string="From Date", |
||||
|
help="The date from report is needed") |
||||
|
date_to = fields.Date(string="To Date", help="The date to report is needed") |
||||
|
salesperson_ids = fields.Many2many('res.users', string='Salesperson', |
||||
|
domain="[('share','=',False)]", |
||||
|
help="Salespersons of the corresponding " |
||||
|
"reports") |
||||
|
sales_team_ids = fields.Many2many('crm.team', string='Sales Team', |
||||
|
help="Sales teams of the corresponding " |
||||
|
"reports") |
||||
|
date = fields.Date(string='Date', default=fields.Date.context_today, |
||||
|
help="Current date") |
||||
|
is_sales_person = fields.Boolean(default=False, string="Is sales person", |
||||
|
help="Whether the report is for sales " |
||||
|
"person") |
||||
|
is_sales_team = fields.Boolean(default=False, string="Is sales team", |
||||
|
help="Whether the report is for sales team") |
||||
|
|
||||
|
@api.onchange('salesperson_ids') |
||||
|
def _onchange_salesperson_ids(self): |
||||
|
"""Function for hide a field base on values""" |
||||
|
self.is_sales_person = bool(self.salesperson_ids) |
||||
|
|
||||
|
@api.onchange('sales_team_ids') |
||||
|
def _onchange_sales_team_ids(self): |
||||
|
"""Function for hide a field base on values""" |
||||
|
self.is_sales_team = bool(self.sales_team_ids) |
||||
|
|
||||
|
@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_xlsx_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)]) |
||||
|
total_list = [] |
||||
|
commission_list = [] |
||||
|
user_commission_name = [] |
||||
|
user_commission_salesperson = [] |
||||
|
user_obj = user_sale_orders.mapped('user_id'). \ |
||||
|
sorted(key=lambda d: d.id) |
||||
|
user_sale_orders_dict = { |
||||
|
user: user_sale_orders.filtered(lambda rec: rec.user_id == user) |
||||
|
for user in user_obj} |
||||
|
for user, user_sale_orders in user_sale_orders_dict.items(): |
||||
|
commission_id = user.commission_id |
||||
|
if not commission_id: |
||||
|
continue |
||||
|
if self.date_to and self.date_from: |
||||
|
filtered_order_lines = user_sale_orders.filtered( |
||||
|
lambda rec: self.date_from <= rec.date_order.date() |
||||
|
<= self.date_to and rec.date_order.date() |
||||
|
>= commission_id.date_from |
||||
|
).mapped('order_line') |
||||
|
elif not self.date_to and self.date_from: |
||||
|
filtered_order_lines = user_sale_orders \ |
||||
|
.filtered(lambda rec: rec.date_order.date() >= |
||||
|
self.date_from >= |
||||
|
commission_id.date_from) \ |
||||
|
.mapped('order_line') |
||||
|
elif self.date_to and not self.date_from: |
||||
|
filtered_order_lines = user_sale_orders \ |
||||
|
.filtered(lambda rec: rec.date_order.date() <= |
||||
|
self.date_to <= |
||||
|
commission_id.date_to) \ |
||||
|
.mapped('order_line') |
||||
|
else: |
||||
|
filtered_order_lines = user_sale_orders.mapped( |
||||
|
'order_line') |
||||
|
filtered_order_lines_commission_total = sum( |
||||
|
filtered_order_lines.mapped('price_subtotal')) |
||||
|
if commission_id.type == 'product': |
||||
|
self._calculate_product_commission( |
||||
|
filtered_order_lines, |
||||
|
total_list, commission_list, |
||||
|
user_commission_salesperson, user, commission_id, |
||||
|
user_commission_name |
||||
|
) |
||||
|
elif commission_id.type == 'revenue' and \ |
||||
|
commission_id.revenue_type == 'graduated': |
||||
|
for rule in commission_id.revenue_grd_comm_ids: |
||||
|
self._calculate_graduated_commission( |
||||
|
commission_list, |
||||
|
user_commission_salesperson, |
||||
|
total_list, user, commission_id, rule, |
||||
|
filtered_order_lines_commission_total, |
||||
|
user_commission_name |
||||
|
) |
||||
|
elif commission_id.type == 'revenue' and \ |
||||
|
commission_id.revenue_type == 'straight': |
||||
|
self._calculate_straight_commission( |
||||
|
commission_id, |
||||
|
filtered_order_lines_commission_total, |
||||
|
commission_list, |
||||
|
user_commission_name, |
||||
|
user_commission_salesperson, |
||||
|
total_list, user |
||||
|
) |
||||
|
# 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_sale_orders = self.env['sale.order'].search( |
||||
|
[('team_id', 'in', self.sales_team_ids.ids)]) |
||||
|
team_obj = team_sale_orders.mapped('user_id'). \ |
||||
|
sorted(key=lambda d: d.id) |
||||
|
team_sale_orders_dict = { |
||||
|
team_user: self._filter_sale_orders_by_user(team_sale_orders, |
||||
|
team_user) for |
||||
|
team_user in team_obj} |
||||
|
commission_total, commission, commission_name, commission_salesperson, \ |
||||
|
commission_sales_team = self._calculate_commissions( |
||||
|
team_sale_orders_dict |
||||
|
) |
||||
|
# 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) |
||||
|
if data.get('date_from'): |
||||
|
sheet.write('D2', 'Date From: ' + data['date_from'], |
||||
|
date_format) |
||||
|
if data.get('date_to'): |
||||
|
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 j in user_commission_salesperson: |
||||
|
sheet.write(row, col + 0, index, format2) |
||||
|
sheet.write(row, col + 1, j, format1) |
||||
|
row += 1 |
||||
|
index += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for j in user_commission_name: |
||||
|
sheet.write(row, col + 2, j, format1) |
||||
|
row += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for j in total_list: |
||||
|
sheet.write(row, col + 3, round(j, 2), format2) |
||||
|
row += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for i in commission_list: |
||||
|
sheet.write(row, col + 4, round(i, 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) |
||||
|
if data.get('date_from'): |
||||
|
sheet.write('E2', 'Date From: ' + data['date_from'], |
||||
|
date_format) |
||||
|
if data.get('date_to'): |
||||
|
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 j in commission_sales_team: |
||||
|
sheet.write(row, col + 0, index, format2) |
||||
|
sheet.write(row, col + 1, j, format1) |
||||
|
row += 1 |
||||
|
index += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for j in commission_salesperson: |
||||
|
sheet.write(row, col + 2, j, format1) |
||||
|
row += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for j in commission_name: |
||||
|
sheet.write(row, col + 3, j, format1) |
||||
|
row += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for j in commission_total: |
||||
|
sheet.write(row, col + 4, round(j, 2), format2) |
||||
|
row += 1 |
||||
|
row = 5 |
||||
|
col = 0 |
||||
|
for i in commission: |
||||
|
sheet.write(row, col + 5, round(i, 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() |
||||
|
|
||||
|
def _calculate_product_commission(self, filtered_order_lines, |
||||
|
total_list, commission_list, |
||||
|
user_commission_salesperson, *args): |
||||
|
"""Returns the calculated product commission""" |
||||
|
user, commission_id, user_commission_name = args |
||||
|
commission_products = commission_id.product_comm_ids.mapped( |
||||
|
'product_id') |
||||
|
commission_category = commission_id.product_comm_ids.mapped( |
||||
|
'category_id') |
||||
|
prod_commission = filtered_order_lines.filtered( |
||||
|
lambda |
||||
|
rec: rec.product_id.id in commission_products.ids or |
||||
|
rec.product_id.categ_id.id in commission_category.ids |
||||
|
) |
||||
|
for rule in commission_id.product_comm_ids: |
||||
|
product_order_line = prod_commission.filtered( |
||||
|
lambda rec: rec.product_id == rule.product_id or |
||||
|
rec.product_id.categ_id.id == rule.category_id.id) |
||||
|
total_price = sum(product_order_line.mapped('price_subtotal')) |
||||
|
product_commission = (total_price * rule.percentage) / 100 if \ |
||||
|
rule.commission_amount_type == 'percentage' else \ |
||||
|
rule.fixed_amount |
||||
|
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 and |
||||
|
rule.commission_amount_type == 'percentage' |
||||
|
else product_commission |
||||
|
) |
||||
|
|
||||
|
def _calculate_graduated_commission(self, |
||||
|
commission_list, |
||||
|
user_commission_salesperson, |
||||
|
total_list, *args |
||||
|
): |
||||
|
"""Returns the calculated Graduated commission""" |
||||
|
user, commission_id, rule, filtered_order_lines_commission_total, \ |
||||
|
user_commission_name = args |
||||
|
graduated_commission = ( |
||||
|
filtered_order_lines_commission_total |
||||
|
* rule.graduated_commission_rate |
||||
|
) / 100 if rule.amount_from \ |
||||
|
<= filtered_order_lines_commission_total < rule.amount_to else \ |
||||
|
rule.graduated_fixed_amount |
||||
|
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) |
||||
|
|
||||
|
def _calculate_straight_commission(self, commission_id, |
||||
|
filtered_order_lines_commission_total, |
||||
|
commission_list, |
||||
|
*args): |
||||
|
"""Returns the calculated Straight commission""" |
||||
|
user_commission_name, \ |
||||
|
user_commission_salesperson, total_list, user = args |
||||
|
straight_commission = ( |
||||
|
filtered_order_lines_commission_total |
||||
|
* commission_id.straight_commission_rate |
||||
|
) / 100 if \ |
||||
|
commission_id.straight_commission_type == 'percentage' else \ |
||||
|
commission_id.straight_commission_fixed |
||||
|
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) |
||||
|
|
||||
|
def _filter_sale_orders_by_user(self, team_sale_orders, team_user): |
||||
|
"""Returns the filtered team_sale_orders using the team_users""" |
||||
|
return team_sale_orders.filtered(lambda rec: rec.user_id == team_user) |
||||
|
|
||||
|
def _calculate_commissions(self, team_sale_orders_dict): |
||||
|
"""Returns the calculated commissions""" |
||||
|
commission_total = [] |
||||
|
commission = [] |
||||
|
commission_name = [] |
||||
|
commission_salesperson = [] |
||||
|
commission_sales_team = [] |
||||
|
for team_user, team_sale_orders in team_sale_orders_dict.items(): |
||||
|
commissions_id = team_user.commission_id or \ |
||||
|
team_user.sale_team_id.commission_id |
||||
|
if commissions_id: |
||||
|
if self.date_to and self.date_from: |
||||
|
filtered_order_lines = team_sale_orders.filtered( |
||||
|
lambda rec: self.date_from <= rec.date_order.date() |
||||
|
<= self.date_to and rec.date_order.date() |
||||
|
>= commissions_id.date_from |
||||
|
).mapped('order_line') |
||||
|
elif not self.date_to and self.date_from: |
||||
|
filtered_order_lines = team_sale_orders \ |
||||
|
.filtered(lambda rec: rec.date_order.date() >= |
||||
|
self.date_from >= |
||||
|
commissions_id.date_from) \ |
||||
|
.mapped('order_line') |
||||
|
elif self.date_to and not self.date_from: |
||||
|
filtered_order_lines = team_sale_orders \ |
||||
|
.filtered(lambda rec: rec.date_order.date() <= |
||||
|
self.date_to <= |
||||
|
commissions_id.date_to) \ |
||||
|
.mapped('order_line') |
||||
|
else: |
||||
|
filtered_order_lines = team_sale_orders.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.mapped( |
||||
|
'product_id').ids |
||||
|
commission_category = commissions_id.product_comm_ids.mapped( |
||||
|
'category_id').ids |
||||
|
prod_commission = filtered_order_lines.filtered( |
||||
|
lambda rec: rec.product_id.id in commission_products or |
||||
|
rec.product_id.categ_id.id in commission_category |
||||
|
) |
||||
|
for rules in commissions_id.product_comm_ids: |
||||
|
product_order_line = prod_commission.filtered( |
||||
|
lambda rec: rec.product_id == rules.product_id or |
||||
|
rec.product_id.categ_id.id == rules.category_id.id) |
||||
|
total_price = sum( |
||||
|
product_order_line.mapped('price_subtotal') |
||||
|
) |
||||
|
product_commission = ( |
||||
|
total_price * rules.percentage |
||||
|
) / 100 if \ |
||||
|
rules.commission_amount_type == 'percentage' else \ |
||||
|
rules.fixed_amount |
||||
|
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 |
||||
|
and rules.commission_amount_type == 'percentage' |
||||
|
else 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 if \ |
||||
|
rules.graduated_amount_type == 'percentage' \ |
||||
|
else rules.graduated_fixed_amount |
||||
|
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 if \ |
||||
|
commissions_id.straight_commission_type == \ |
||||
|
'percentage' else \ |
||||
|
commissions_id.straight_commission_fixed |
||||
|
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 |
||||
|
) |
||||
|
return commission_total, commission, commission_name, \ |
||||
|
commission_salesperson, commission_sales_team |
@ -0,0 +1,52 @@ |
|||||
|
<?xml version="1.0" encoding="UTF-8" ?> |
||||
|
<odoo> |
||||
|
<!--Commission report view action and menu-item is defined here--> |
||||
|
<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"/> |
||||
|
<field name="date_to"/> |
||||
|
</group> |
||||
|
<group> |
||||
|
<field name="is_sales_person" invisible="1"/> |
||||
|
<field name="is_sales_team" invisible="1"/> |
||||
|
<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_xlsx_report" string="Print XLSX" |
||||
|
type="object" class="oe_highlight"/> |
||||
|
<button string="Cancel" class="btn btn_default" |
||||
|
special="cancel"/> |
||||
|
</footer> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
<!--Commission report action--> |
||||
|
<record id="commission_report_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_report_action" |
||||
|
sequence="4"/> |
||||
|
</odoo> |