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Apr 20: [ADD] Initial Commit 'sales_incentive_calculation'

pull/313/head
RisvanaCybro 1 year ago
parent
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f3f1fccd1e
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      sales_incentive_calculation/README.rst
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      sales_incentive_calculation/__init__.py
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      sales_incentive_calculation/models/incentive_approve.py
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      sales_incentive_calculation/models/sales_incentive.py
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      sales_incentive_calculation/views/gamification_challenge_views.xml
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      sales_incentive_calculation/views/goal_views.xml
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      sales_incentive_calculation/views/incentive_approve_views.xml
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      sales_incentive_calculation/views/sales_incentive_calculation_menus.xml
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      sales_incentive_calculation/views/sales_incentive_views.xml

49
sales_incentive_calculation/README.rst

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.. image:: https://img.shields.io/badge/license-OPL--1-red.svg
:target: https://www.odoo.com/documentation/17.0/legal/licenses.html#odoo-apps
:alt: License: OPL-1
Sales Incentives
================
Shows the Incentive Calculation
Configuration
=============
* No additional configurations needed
License
-------
Odoo Proprietary License v1.0 (OPL-1)
(https://www.odoo.com/documentation/user/12.0/legal/licenses/licenses.html)
Company
-------
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
Credits
-------
* Developers: (V13) Nimisha Murali,
(V15) Neeraj,
(V16) Javid,
(V17) Aswin A K
Contact: odoo@cybrosys.com
Contacts
--------
* Mail Contact : odoo@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 https://www.cybrosys.com
Further information
===================
HTML Description: `<static/description/index.html>`__

22
sales_incentive_calculation/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from . import models

57
sales_incentive_calculation/__manifest__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
{
'name': 'Sales Incentives',
'version': '17.0.1.0.0',
'category': 'Extra Tools',
'summary': "This module will calculate incentive for each salesperson"
" based on sale target in gamification",
'description': "This module will calculate incentive for salesperson in "
"gamification,incentive version 17,"
"salesman,extra salary,salesman commision,"
" sale target,sale achievement,gamification,challenge,"
" crm,incentive,goal achievement,goal,extra pay,"
"sales target, rewards,target complete,employee,extra work,"
" work salary, achievement",
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': 'https://cybrosys.com',
'depends': ['sale', 'crm', 'gamification', 'account'],
'data': [
'security/ir.model.access.csv',
'views/sales_incentive_views.xml',
'views/incentive_approve_views.xml',
'views/goal_views.xml',
'views/gamification_challenge_views.xml',
'report/incentive_report.xml',
'views/calculate_incentive_views.xml',
'views/sales_incentive_calculation_menus.xml',
],
'images': ['static/description/banner.jpg'],
'license': 'OPL-1',
'installable': True,
'auto_install': False,
'application': False,
'price': 79,
'currency': 'EUR',
}

6
sales_incentive_calculation/doc/RELEASE_NOTES.md

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## Module <sales_incentive_calculation>
#### 19.02.2024
#### Version 17.0.1.0.0
##### ADD
- Initial commit for Sales Incentives

27
sales_incentive_calculation/models/__init__.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from . import calculate_incentive
from . import gamification_challenge
from . import goal
from . import incentive_approve
from . import sales_incentive
from . import select_incentive

108
sales_incentive_calculation/models/calculate_incentive.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import fields, models, _
from odoo.exceptions import UserError
class CalculateIncentive(models.Model):
"""
This class represents the model for calculating and tracking sales
incentives. Each instance of this model corresponds to a specific
calculation of incentives for a salesperson based on their achieved goals.
"""
_name = 'calculate.incentive'
_description = 'Calculate Incentive'
salesperson_id = fields.Many2one(
'res.users',
string='Salesperson',
help='salesperson associated with the scheme'
)
goal = fields.Float(
string='Target',
help='Target amount that the salesperson needs to achieve.'
)
achieved = fields.Float(
string='Achievement',
help='Achieved amount by the salesperson.'
)
achievement_percentage = fields.Float(
string='Achievement %',
help='Achievement in percentage.'
)
incentive = fields.Float(
string='Incentive',
help='Total incentive earned by the salesperson.')
check = fields.Boolean(string="Check",
help="Used to check if it is paid or not")
start_date = fields.Date(
string='Start Date',
help='The start date for the period associated with the goal.'
)
end_date = fields.Date(
string='End Date',
help='The end date for the period associated with the goal.'
)
date_check = fields.Boolean(
compute='_compute_date_check',
help='Computed field indicating whether the dates meet end date.')
status = fields.Selection(
[('unpaid', 'Not Paid'),
('submit', 'Submitted To Accountant'), ('paid', 'Paid'),
('reject', 'Rejected')], string='State', default='unpaid',
help='Status of the record.'
)
def _compute_date_check(self):
"""
Compute the date check for each record.
This method iterates over the records and checks if the end date
is less than or equal to the current date. If true, it sets the
date_check field to True; otherwise, it sets it to False.
:return: None
"""
for rec in self:
rec.date_check = False
if rec.end_date <= fields.Date.today():
rec.date_check = True
def action_submit_to_accountant(self):
"""
Creates an 'approve.incentive' record for the calculated incentive
amount, and updates the status to 'Submitted To Accountant'.
If the incentive amount is 0.0, a UserError is raised.
"""
if self.incentive == 0.0:
raise UserError(_('Incentive amount is 0.0'))
data = {
'salesperson_id': self.salesperson_id.id,
'goal': self.goal,
'achieved': self.achieved,
'achievement_percentage': self.achievement_percentage,
'incentive': self.incentive,
'status': 'submit',
'start_date': self.start_date,
'end_date': self.end_date,
}
self.env['approve.incentive'].create(data)
self.check = True
self.status = 'submit'

46
sales_incentive_calculation/models/gamification_challenge.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class Challenge(models.Model):
"""
Extends the base 'gamification.challenge' model to include an additional
field 'incentive_calculation' that allows specifying whether the challenge
should be used in incentive calculations.
"""
_inherit = 'gamification.challenge'
incentive_calculation = fields.Boolean(
string='Use in incentive calculation', copy=False)
@api.onchange('incentive_calculation')
def _onchange_incentive_calculation(self):
"""
Checks if any gamification_challenge is
active for incentive_calculation
"""
if self.search([('incentive_calculation', '=', True)]):
if self.incentive_calculation:
raise UserError(
_('Another goal already active for incentive calculation'))

49
sales_incentive_calculation/models/goal.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import fields, models
class Goals(models.Model):
"""
Extends the base 'gamification.goal' model to include additional fields
'target_achievement_percentage' and 'incentive'.
The 'target_achievement_percentage' field is computed based on the current
and target goals, and 'incentive' represents the calculated incentive for
the goal.
"""
_inherit = 'gamification.goal'
target_achievement_percentage = fields.Float(
string='percentage',
compute='_compute_target_achievement_percentage',
help='Target Achievement Percentage')
incentive = fields.Float(string='Incentive')
def _compute_target_achievement_percentage(self):
"""
Calculates target_achievement_percentage
"""
for rec in self:
rec.target_achievement_percentage = False
if rec.target_goal != 0:
rec.target_achievement_percentage = (
rec.current/rec.target_goal)*100

137
sales_incentive_calculation/models/incentive_approve.py

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# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import fields, models, _
from odoo.exceptions import UserError
class SalesIncentive(models.Model):
"""
This class represents the 'approve.incentive' model, which is used to
approve and manage sales incentives for salespersons. It includes fields for
tracking salesperson details, incentive information, and the approval
status.
"""
_name = 'approve.incentive'
_description = 'Approve Incentive'
_rec_name = 'salesperson_id'
salesperson_id = fields.Many2one(
'res.users', string='Salesperson',
help='Salesperson associated with the scheme.')
name = fields.Char(string='Name')
goal = fields.Float(
string='Target',
help='Target amount that the salesperson needs to achieve.')
achieved = fields.Float(string='Achievement',
help='Achieved amount by the salesperson.')
achievement_percentage = fields.Float(string='Achievement %',
help='Achievement in percentage.')
incentive = fields.Float(string='Incentive',
help='Total incentive earned by the salesperson.')
status = fields.Selection([('unpaid', 'Not Paid'),
('submit', 'Submitted To Accountant'),
('paid', 'Paid'), ('reject', 'Rejected')],
string='State', default='unpaid',
help='Status of the incentive.'
)
journal_id = fields.Many2one('account.journal',
string='Journal',
help='Select the accounting journal.'
)
check = fields.Boolean(string="Check",
help="Used to check if it is paid or not")
debit_account_id = fields.Many2one(
'account.account',
domain=[('deprecated', '=', False)],
string='Debit account',
help='Select the debit account.'
)
credit_account_id = fields.Many2one(
'account.account',
domain=[('deprecated', '=', False)],
string='Credit account',
help='Select the credit account.'
)
start_date = fields.Date(
string='Start Date',
help='The start date for the period associated with the scheme.')
end_date = fields.Date(
string='End Date',
help='The end date for the period associated with the scheme.'
)
def action_approve(self):
"""
Approves the incentive and creates account_move with the
corresponding values. Changes the state.
"""
if not (self.journal_id
and self.debit_account_id and self.credit_account_id):
raise UserError(
_('You must enter journal, debit account and credit account'))
lines = [fields.Command.create({
'account_id': self.credit_account_id.id,
'partner_id': self.salesperson_id.partner_id.id,
'credit': self.incentive,
'name': 'Incentive'
}), fields.Command.create({
'account_id': self.debit_account_id.id,
'partner_id': self.salesperson_id.partner_id.id,
'debit': self.incentive
})]
val = {
'date': fields.Date.today(),
'journal_id': self.journal_id.id,
'line_ids': lines
}
self.env['account.move'].create(val)
calc = self.env['calculate.incentive'].search(
[('salesperson_id', '=', self.salesperson_id.id),
('start_date', '=', self.start_date),
('end_date', '=', self.end_date),
('status', '=', 'submit')])
self.write({
'status': 'paid',
'check': True
})
calc.write({
'status': 'paid',
'check': True
})
def action_rejected(self):
"""
Rejects the incentive request and changes the state.
"""
self.write({
'status': 'reject',
'check': True
})
calc = self.env['calculate.incentive'].search(
[('salesperson_id', '=', self.salesperson_id.id),
('start_date', '=', self.start_date),
('end_date', '=', self.end_date),
('status', '=', 'submit')])
calc.write({
'status': 'reject',
'check': True
})

179
sales_incentive_calculation/models/sales_incentive.py

@ -0,0 +1,179 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class SalesIncentive(models.Model):
"""
This class represents the Sales Incentive model, which is used to configure
incentive schemes for sales personnel. It allows defining various parameters
such as the calculation method, incentive tiers, and activation status.
"""
_name = 'sales.incentive'
_description = 'Sales Incentive'
name = fields.Char(
string='Name',
help='Enter the name for your record. This field is required.',
required=True)
calculation_method = fields.Selection(
[('linear', 'Linear'), ('step', 'Tiered Commission Plan')],
help='Tired : the amount of Incentive '
'increases as the sales person achieves more.',
string='Based On', default='linear')
select_incentive_ids = fields.One2many(
'select.incentive', 'sales_incentive_id')
active_calculation = fields.Boolean(
string='Active',
copy=False,
help='This field controls whether the scheme is active or not.')
@api.onchange('active_calculation')
def _onchange_active_calculation(self):
"""
Checks for any active_calculation, if any returns a user error.
"""
if self.search([('active_calculation', '=', True)]):
if self.active_calculation:
raise UserError(
_('Another scheme already active for incentive calculation')
)
def action_incentive_compute(self):
"""
Computes calculate_incentive and returns it.
"""
calc = self.env['calculate.incentive'].search([])
challenge = self.env['gamification.challenge'].search(
[('incentive_calculation', '=', True)])
docs = self.env['gamification.goal'].search(
[('challenge_id', 'in', challenge.ids)])
self.send_warnings(challenge, docs)
unlink_date_list = self.filter_expired_calc_records(calc, docs)
self.unlink_expired_calc_records(unlink_date_list)
for goal in docs:
incentive = 0.0
if self.calculation_method == 'linear':
incentive = self.calculate_linear_incentive(goal, incentive)
else:
incentive = self.calculate_tiered_incentive(goal)
data = {
'salesperson_id': goal.user_id.id,
'goal': goal.target_goal,
'achieved': goal.current,
'achievement_percentage': goal.target_achievement_percentage,
'incentive': incentive,
'start_date': goal.start_date,
'end_date': goal.end_date,
'status': 'unpaid',
}
self.env['calculate.incentive'].create(data)
return {
'name': 'Incentive',
'type': 'ir.actions.act_window',
'view_mode': 'tree',
'res_model': 'calculate.incentive',
'target': 'current',
}
def calculate_linear_incentive(self, goal, incentive, highest=0):
"""Find the incentive by using linear method"""
for select_line in self.select_incentive_ids:
if ((goal.target_achievement_percentage >=
select_line.upto_percent)
and (select_line.upto_percent > highest)):
highest = select_line.upto_percent
if select_line.incentive_type == 'percent':
incentive = goal.current * (
select_line.reward / 100)
else:
incentive = select_line.reward
goal.incentive = incentive
return incentive
def send_warnings(self, challenge, docs):
"""It is a method to raise warnings
:param1 challenge
:param2 docs that is goals of the challenge
"""
if not (challenge and docs):
raise UserError(
_('There is on active challenge and goal for calculation'))
if docs.filtered(lambda goal: not goal.end_date):
error_users = "'s, ".join(docs.mapped('user_id.name'))
raise UserError(
_(f"The goal {error_users}'s "
f"{docs[0].display_name} has no end date."))
def filter_expired_calc_records(self, calc, docs):
"""
Filter calculate_incentive records based on expiration date.
"""
unlink_date_list = []
for record in calc:
if record.end_date >= (fields.Date.today()):
record.unlink()
elif docs[0].end_date == record.end_date:
unlink_date_list.append(record.id)
return unlink_date_list
def unlink_expired_calc_records(self, unlink_date_list):
"""
Unlink expired calculate_incentive records.
"""
self.env['calculate.incentive'].search(
[('id', 'in', unlink_date_list)]).unlink()
def calculate_tiered_incentive(self, goal):
"""
Calculate incentive for tiered commission plan.
"""
incentive = 0.0
sum_value = 0.0
old = 0.0
final_incentive = 0.0
for select_line in self.select_incentive_ids.sorted(
lambda x: x.upto_percent):
if (goal.target_achievement_percentage
>= select_line.upto_percent):
new = (goal.target_goal * (
select_line.upto_percent / 100)) - old
sum_value += new
if select_line.incentive_type == 'percent':
incentive += new * (select_line.reward / 100)
else:
incentive += select_line.reward
old = goal.target_goal * (
select_line.upto_percent / 100)
elif sum_value < goal.current and sum_value != 0.0:
last_incentive = goal.current - sum_value
if select_line.incentive_type == 'percent':
final_incentive = last_incentive * (
select_line.reward / 100)
else:
final_incentive = select_line.reward
sum_value += goal.current - sum_value
incentive += final_incentive
goal.incentive = incentive
return incentive

42
sales_incentive_calculation/models/select_incentive.py

@ -0,0 +1,42 @@
# -*- coding: utf-8 -*-
################################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
# Author: ASWIN A K (odoo@cybrosys.com)
#
# This program is under the terms of the Odoo Proprietary License v1.0
# (OPL-1) It is forbidden to publish, distribute, sublicense, or sell
# copies of the Software or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
# OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR
# THE USE OR OTHER DEALINGS IN THE SOFTWARE.
#
################################################################################
from odoo import fields, models
class IncentiveSettings(models.Model):
"""This model is used to handle incentive criteria"""
_name = 'select.incentive'
_description = 'Select Incentive Settings'
upto_percent = fields.Float(
string='Achievement %',
help='This field represents the percentage of the achievement.')
reward = fields.Float(string='Reward', help='Specify the reward amount')
incentive_type = fields.Selection(
[('percent', 'Percentage'),
('amount', 'Amount')], string='Type', default='percent',
help='Whether the reward is calculated as a percentage or an amount.')
sales_incentive_id = fields.Many2one(
'sales.incentive',
'Incentive',
help='This field establishes a link between the '
'current record and a specific sales incentive.')

41
sales_incentive_calculation/report/incentive_report.xml

@ -0,0 +1,41 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Report action -->
<record id="action_incentive_report" model="ir.actions.report">
<field name="name">Incentive Report</field>
<field name="model">calculate.incentive</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sales_incentive_calculation.report_incentive</field>
<field name="report_file">sales_incentive_calculation.report_incentive</field>
<field name="binding_model_id" ref="model_calculate_incentive"/>
<field name="binding_type">report</field>
</record>
<!-- Template for the report action-->
<template id="report_incentive">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<div class="page">
<h1 align="center">INCENTIVE REPORT</h1>
<table align="center" style="font-size:20px;" class="table table-condensed">
<tr>
<td><strong>Salesperson</strong> </td>
<td><strong>Target</strong> </td>
<td><strong>Achievement</strong> </td>
<td><strong>Incentive</strong> </td>
</tr>
<t t-foreach="docs" t-as="o">
<tr>
<td><t t-esc="o.salesperson_id.name"/></td>
<td><t t-esc="o.goal"/></td>
<td><t t-esc="o.achieved"/></td>
<td><t t-esc="o.incentive"/></td>
</tr>
</t>
</table>
</div>
</t>
</t>
</template>
</odoo>

14
sales_incentive_calculation/security/ir.model.access.csv

@ -0,0 +1,14 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_sales_incentive_user,access.sales.incentive.user,model_sales_incentive,account.group_account_user,1,1,1,1
access_sales_incentive_manager,access.sales.incentive.manager,model_sales_incentive,sales_team.group_sale_manager,1,1,1,1
access_select_incentive_user,access.select.incentive.user,model_select_incentive,account.group_account_user,1,1,1,1
access_select_incentive_manager,access.select.incentive.manager,model_select_incentive,sales_team.group_sale_manager,1,1,1,1
access_calculate_incentive_user,access.calculate.incentive.user,model_calculate_incentive,account.group_account_user,1,1,1,1
access_calculate_incentive_manager,access.calculate.incentive.manager,model_calculate_incentive,sales_team.group_sale_manager,1,1,1,1
access_approve_incentive_user,access.approve.incentive.user,model_approve_incentive,account.group_account_user,1,1,1,1
access_approve_incentive_account_manager,access.approve.incentive.account.manager,model_approve_incentive,account.group_account_manager,1,1,1,1
access_approve_incentive_sales_manager,access.approve.incentive.sales.manager,model_approve_incentive,sales_team.group_sale_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_sales_incentive_user access.sales.incentive.user model_sales_incentive account.group_account_user 1 1 1 1
3 access_sales_incentive_manager access.sales.incentive.manager model_sales_incentive sales_team.group_sale_manager 1 1 1 1
4 access_select_incentive_user access.select.incentive.user model_select_incentive account.group_account_user 1 1 1 1
5 access_select_incentive_manager access.select.incentive.manager model_select_incentive sales_team.group_sale_manager 1 1 1 1
6 access_calculate_incentive_user access.calculate.incentive.user model_calculate_incentive account.group_account_user 1 1 1 1
7 access_calculate_incentive_manager access.calculate.incentive.manager model_calculate_incentive sales_team.group_sale_manager 1 1 1 1
8 access_approve_incentive_user access.approve.incentive.user model_approve_incentive account.group_account_user 1 1 1 1
9 access_approve_incentive_account_manager access.approve.incentive.account.manager model_approve_incentive account.group_account_manager 1 1 1 1
10 access_approve_incentive_sales_manager access.approve.incentive.sales.manager model_approve_incentive sales_team.group_sale_manager 1 1 1 1

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<title>Odoo App 3 Index</title>
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<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; color:#fff !important;font-size: 0.8rem !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:#7C7BAD !important; color:#fff !important;font-size: 0.8rem !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;">
Sales Incentives</h1>
<p class="my-3 mb-4"
style="max-width: 80%; font-weight: 400 !important; line-height: 32px; color: #718096;">
Calculates incentive for salesperson based on sale target in gamification.
</p>
<div style="width: 80%; margin-top: 3rem;">
<img src="assets/screenshots/hero-v17.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;">Linear Method.</p>
<p class="m-0" style="color:#718096">Generates incentive for sale target given in gamification based on:-Linear Method.
</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;">Tiered Commission Plan.</p>
<p class="m-0" style="color:#718096">Generates incentive for sale target given in gamification based on:-Tiered Commission Plan.
</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;">Percentage.</p>
<p class="m-0" style="color:#718096">Calculates incentive based on:-Percentage.
</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;">Fixed amount.</p>
<p class="m-0" style="color:#718096"> Calculates incentive based on:-Fixed amount.
</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="#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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Configure
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales manager can set challenge for salesperson. Go to CRM --> Challenges --> Challenges and select sales challenge to be used for incentive calculation.
Select 'Use in incentive calculation' to use this challenge in incentive calculation. You can set periodicity as 'Monthly', 'weekly', 'yearly' and the
incentive will be calculated based on these dates. You can set the target value to reach.
The incentive calculation will be based on this target.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Challenge and Achievement
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Go to CRM --> Challenges --> Goals and you can see the target set for the challenge and
achievement made by each salesperson. Based on this target and achievement,
incentive can be calculated for each salesperson.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Compute Incentive
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
You can create the method of incentive calculation in CRM --> Challenges --> Incentive Scheme.
Select 'linear or Tiered Commission Plan' as the method for calculation.
In the 'achievement%' column, you can give the minimum achievement percentage to be reached for getting incentive.
In the 'reward' column, specify the reward when this achievement% is reached.
If the 'Type' column is selected as 'percentage', then reward column will be considered as percentage of amount to be given for this achievement.
If 'Type' is 'amount', then reward will be the amount specified in the reward column.
Click on 'compute incentive' button to calculate incentive based on the given settings.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Linear Method
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
If the selected method is 'linear', then 'compute incentive' will calculate incentive based on linear method.
For example, if the target is 10,00,000 and the achievement is 6,90,000, that is 69%, incentive for this will be calculated in the 50% slab.
So, Incentive for upto 50% achievement is 2%, so incentive will be 2% of achievement(690,000).
i,e.13800. If type is given as amount, then that amount will be given as incentive.
In 70% slab, incentive is given as amount 10,000. So, for 89% achievement, incentive will be 10,000 as given in the slab settings.
The lowest achievement% given in slab settings will be considered as minimum achievement percentage.
You can set the amount to be given for each achievement in the settings.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Tiered Commission Plan Method
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
If the selected method is 'Tiered Commission Plan', then 'compute incentive' will calculate incentive based on incremental basis.
For example, Consider target is 10,00,000 and achievement is 6,90,000. The reward for 50% in slab is 2% and reward for 70% in slab is 10,000.
Target is 10,00,000 so, we take 50% of target ,that is 5,00,000 and give 2% reward for 5,00,000. that is 10,000.
Remaining 19% will be given reward of next achievement% specified in the slab settings.
Considering 70% as next achievement specified in slab settings and reward for 70% is 10,000 and type is amount.
So incentive for the remaining achievement of 19% will be 10,000. Total incentive becomes 20,000.
If type selected is percentage, then incentive will be reward for remaining percentage.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Incentives Approval
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
You can submit the incentives for approval when the end date is reached.
If incentive is calculated on monthly basis, then it can be submitted for approval at the end of the month.
Refresh the challenge to get the next month calculations and to submit previous month incentives for approval.
To refresh challenge, go to CRM --> Challenges --> Challenges and select the challenge used in incentive calculation, click on 'refresh challenge' button.
Now when you compute the incentive again, you can submit the previous month incentives by clicking on 'Submit for approval'.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Submitted to Accountant
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Then status will become 'submitted to accountant' and the submitted incentives will be send for approval.</h4>
</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">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Submitted Incentives
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Accountant can see the submitted incentives in Invoicing --> Customers --> Approvals --> Incentives to Approve</h4>
</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/9.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Approve or Reject
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Accountant can approve or reject the submitted incentives.</h4>
</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/10.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
After Approval or Rejection
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
If approved, then state changes to paid and journal entry will be created for this incentive in draft state.
If rejected, then status changes to rejected.</h4>
</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/11.png" class="img-responsive" width="100%" height="auto">
</div>
<div class="px-3">
<h2 class="mt-2"
style=" font-weight:600 !important; color:#714B67!important; font-size:1.7rem !important">
Approved Entry in the Journal
</h2>
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Approved incentives will have an entry in the journal as draft.</h4>
</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>Generates incentive for sale target given in gamification based on:-Linear Method.
</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>Generates incentive for sale target given in gamification based on:-Tiered Commission Plan.
</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>Calculates incentive based on:-Percentage.
<!-- <ul style="list-style: none;font-weight: 400; color:#718096">
<li>A Project will be created in the name of Manufacturing Order ,
and Task will be created in the name of Work Order. The Time
tracking of the Work Order will be added as Timesheet.</li>
</ul> -->
</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>Calculates incentive based on:-Fixed amount.
<!-- <ul style="list-style: none;font-weight: 400; color:#718096">
<li>A Project will be created in the name of Manufacturing Order ,
and Task will be created in the name of Work Order. The Time
tracking of the Work Order will be added as Timesheet.</li>
</ul> -->
</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:20th Dec 2023</span>
</div>
<p class="m-0"
style=" color:#718096!important; font-size:1rem !important;line-height: 28px;">
Initial commit for Sales Incentives.</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/16.0/manufacturing_reports/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/1.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Manufacturing Reports</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/mrp_work_order_print/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/2.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Print Work Order Details</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/bom_total_cost/" style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/3.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Show Total Cost On BOM</p>
</div>
</a>
</div>
</div>
</div>
</div>
<div class="carousel-item">
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<div style="width: 300px; ">
<img src="assets/modules/4.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">Simple Manufacturing Orders</p>
</div>
</a>
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<img src="assets/modules/5.png" alt="" width="100%" height="auto">
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</a>
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<div style="width: 300px;">
<img src="assets/modules/6.png" alt="" width="100%" height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold"> Catch Weight Management: Manufacturing</p>
</div>
</a>
</div>
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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;">
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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;">
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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;">
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<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);">
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<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;">
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<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>
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</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>
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</div>
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<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;">
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<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;">
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<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)">
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<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>
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<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>
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style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;">
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<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>
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style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;box-shadow: 0 -5px 10px rgba(228, 227, 227, 0.373);">
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<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>
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style="border-right: 1px solid rgb(209, 209, 209); padding: 30px; ">
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font-size: 1.2rem; margin-bottom: 2px;">Restaurant</p>
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style=" padding: 30px;box-shadow: -5px 0 10px rgba(228, 227, 227, 0.373);">
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font-size: 1.2rem; margin-bottom: 2px;">Hotel Management</p>
<p>An all-inclusive hotel management application</p>
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style="border-right: 1px solid #D9D9D9;">
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<img src="assets/misc/support (1) 1.svg" alt="" width="60px" style="margin-right: 12px;">
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<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
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<div>
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<p class="m-0" style="color:#718096;">Say hi to us on WhatsApp!</p>
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alt="" width="14px"
style="filter: invert(1); margin-right: 0.8rem;"></span>+91
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<script src="https://maxcdn.bootstrapcdn.com/bootstrap/4.5.2/js/bootstrap.min.js"></script>
</body>
</html>

70
sales_incentive_calculation/views/calculate_incentive_views.xml

@ -0,0 +1,70 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Tree view of calculate.incentive -->
<record id="calculate_incentive_view_tree" model="ir.ui.view">
<field name="name">
calculate.incentive.view.tree.sales_incentive_calculation
</field>
<field name="model">calculate.incentive</field>
<field name="arch" type="xml">
<tree string="Incentive" create="false" import="false">
<field name="salesperson_id"/>
<field name="goal"/>
<field name="achieved"/>
<field name="achievement_percentage"/>
<field name="incentive"/>
<field name="start_date"/>
<field name="end_date"/>
<field name="status"/>
<field name="check" column_invisible="True"/>
<field name="date_check" column_invisible="True"/>
<button name="action_submit_to_accountant" type="object"
string="Submit for approval"
invisible="check or not date_check"/>
</tree>
</field>
</record>
<!-- Form view of calculate.incentive -->
<record id="calculate_incentive_view_form" model="ir.ui.view">
<field name="name">
calculate.incentive.view.form.sales_incentive_calculation
</field>
<field name="model">calculate.incentive</field>
<field name="arch" type="xml">
<form string="Incentive Approval">
<header>
<field name="check" invisible="1"/>
<button name="action_submit_to_accountant" type="object"
string="Submit to accountant" invisible="check"/>
<field name="status" widget="statusbar"
statusbar_visible="unpaid,submit,paid"/>
</header>
<sheet>
<group>
<field name="salesperson_id"
readonly="status == 'paid'"/>
<field name="goal" readonly="status == 'paid'"/>
<field name="achieved" readonly="status == 'paid'"/>
<field name="achievement_percentage"
readonly="status == 'paid'"/>
<field name="incentive" readonly="status == 'paid'"/>
</group>
</sheet>
</form>
</field>
</record>
<!-- Action for calculate.incentive -->
<record id="calculate_incentive_action" model="ir.actions.act_window">
<field name="name">Incentive Calculation</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">calculate.incentive</field>
<field name="view_mode">tree,pivot,form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a new incentive setting.
</p>
</field>
</record>
</odoo>

14
sales_incentive_calculation/views/gamification_challenge_views.xml

@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Inherit gamification.challenge_form_view and add the field to it -->
<record id="challenge_form_view" model="ir.ui.view">
<field name="name">gamification.challenge.view.form.inherit.sales_incentive_calculation</field>
<field name="model">gamification.challenge</field>
<field name="inherit_id" ref="gamification.challenge_form_view"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='manager_id']" position="after">
<field name="incentive_calculation"/>
</xpath>
</field>
</record>
</odoo>

17
sales_incentive_calculation/views/goal_views.xml

@ -0,0 +1,17 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Inherit gamification.goal_list_view and add the field to it -->
<record id="goal_list_view" model="ir.ui.view">
<field name="name">
gamification.goal.view.tree.inherit.sales_incentive_calculation
</field>
<field name="model">gamification.goal</field>
<field name="inherit_id" ref="gamification.goal_list_view"/>
<field name="arch" type="xml">
<xpath expr="//tree" position="inside">
<field name="target_achievement_percentage"
column_invisible="True"/>
</xpath>
</field>
</record>
</odoo>

93
sales_incentive_calculation/views/incentive_approve_views.xml

@ -0,0 +1,93 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Tree view of approve.incentive -->
<record id="approve_incentive_view_tree" model="ir.ui.view">
<field name="name">
approve.incentive.view.tree.sales_incentive_calculation
</field>
<field name="model">approve.incentive</field>
<field name="arch" type="xml">
<tree string="Sales">
<field name="salesperson_id"/>
<field name="goal"/>
<field name="achieved"/>
<field name="achievement_percentage"/>
<field name="incentive"/>
<field name="status"/>
</tree>
</field>
</record>
<!-- Form view of approve.incentive -->
<record id="approve_incentive_view_form" model="ir.ui.view">
<field name="name">
approve.incentive.view.form.sales_incentive_calculation
</field>
<field name="model">approve.incentive</field>
<field name="arch" type="xml">
<form string="Incentive Approval">
<header>
<field name="check" invisible="1"/>
<button name="action_approve" type="object" string="Approve"
invisible="check"/>
<button name="action_rejected" type="object" string="Reject"
invisible="check"/>
<field name="status" widget="statusbar"
statusbar_visible="unpaid,submit,paid"/>
</header>
<sheet>
<group>
<group>
<field name="salesperson_id"
readonly="status == 'paid' or status == 'reject'"/>
<field name="goal"
readonly="status == 'paid' or status == 'reject'"/>
<field name="achieved"
readonly="status == 'paid' or status == 'reject'"/>
<field name="achievement_percentage"
readonly="status == 'paid' or status == 'reject'"/>
</group>
<group>
<field name="incentive"
readonly="status == 'paid' or status == 'reject'"/>
<field name="journal_id"
readonly="status == 'paid' or status == 'reject'"/>
<field name="debit_account_id"
readonly="status == 'paid' or status == 'reject'"/>
<field name="credit_account_id"
readonly="status == 'paid' or status == 'reject'"/>
</group>
</group>
</sheet>
</form>
</field>
</record>
<!-- Search view of approve.incentive -->
<record id="approve_incentive_view_search" model="ir.ui.view">
<field name="name">
approve.incentive.search.sales_incentive_calculation
</field>
<field name="model">approve.incentive</field>
<field name="arch" type="xml">
<search string="By status">
<filter name="status" string="date"
domain="[('status','=', 'submit')]"/>
</search>
</field>
</record>
<!-- Action for approve.incentive -->
<record id="approve_incentive_action" model="ir.actions.act_window">
<field name="name">Incentive Approval</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">approve.incentive</field>
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a new incentive setting.
</p>
</field>
</record>
</odoo>

31
sales_incentive_calculation/views/sales_incentive_calculation_menus.xml

@ -0,0 +1,31 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Menu items-->
<menuitem id="menu_crm_gamification" parent="crm.crm_menu_root"
groups="sales_team.group_sale_manager" name="Challenges"
sequence="40"/>
<menuitem id="menu_invoice_incentive"
parent="account.menu_finance_receivables" name="Approvals"
sequence="999"/>
<menuitem id="gamification_badge_menu_crm"
parent="menu_crm_gamification"
action="gamification.badge_list_action"/>
<menuitem id="gamification_challenge_menu_crm"
parent="menu_crm_gamification"
action="gamification.challenge_list_action"/>
<menuitem id="gamification_goal_menu_crm" parent="menu_crm_gamification"
action="gamification.goal_list_action"/>
<menuitem id="gamification_incentive_menu_crm" name="Incentive Scheme"
parent="menu_crm_gamification"
action="sales_incentive_calculation.sales_incentive_action"/>
<menuitem id="gamification_incentive_salesperson"
name="Incentive Calculation" parent="menu_crm_gamification"
action="sales_incentive_calculation.calculate_incentive_action"/>
<menuitem id="gamification_incentive_approve"
name="Incentives to Approve"
parent="menu_invoice_incentive"
groups="account.group_account_user,account.group_account_manager,sales_team.group_sale_manager"
action="sales_incentive_calculation.approve_incentive_action"/>
</odoo>

63
sales_incentive_calculation/views/sales_incentive_views.xml

@ -0,0 +1,63 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Form view of sales.incentive -->
<record id="sales_incentive_view_form" model="ir.ui.view">
<field name="name">sales.incentive.view.form</field>
<field name="model">sales.incentive</field>
<field name="arch" type="xml">
<form string="Incentive Settings">
<sheet>
<div align="right">
<button name="action_incentive_compute" type="object"
string="Compute incentive"
invisible="not active_calculation"/>
</div>
<group>
<group>
<field name="name"/>
<field name="active_calculation"/>
<field name="calculation_method" widget="radio"
colspan="1"/>
</group>
</group>
<notebook>
<page string="Incentive settings">
<field name="select_incentive_ids">
<tree editable="bottom">
<field name="upto_percent"/>
<field name="reward"/>
<field name="incentive_type"/>
</tree>
</field>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<!-- Tree view of sales.incentive -->
<record id="sales_incentive_view_tree" model="ir.ui.view">
<field name="name">sales.incentive.view.tree</field>
<field name="model">sales.incentive</field>
<field name="arch" type="xml">
<tree string="Sales">
<field name="name"/>
<field name="calculation_method"/>
<field name="active_calculation"/>
</tree>
</field>
</record>
<!-- Action for sales.incentive-->
<record id="sales_incentive_action" model="ir.actions.act_window">
<field name="name">Incentive</field>
<field name="res_model">sales.incentive</field>
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a new incentive Scheme.
</p>
</field>
</record>
</odoo>
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