[IMP] commission_simple*: add XLSX report + improve PO generation

Add message un chatter of PO

commission_simple_agent_purchase/__manifest__.py

@@ -16,6 +16,7 @@
         ],
     'data': [
         'views/commission_result.xml',
+        'views/commission_profile.xml',
         'wizards/res_config_settings.xml',
         ],
     'installable': False,

commission_simple_agent_purchase/models/__init__.py

@@ -1,2 +1,3 @@
 from . import commission_result
+from . import commission_profile
 from . import res_company

commission_simple_agent_purchase/models/commission_profile.py

@@ -0,0 +1,20 @@
+# Copyright Akretion France (http://www.akretion.com/)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from odoo import fields, models, api, _
+from odoo.exceptions import ValidationError
+
+
+class CommissionProfile(models.Model):
+    _inherit = 'commission.profile'
+
+    commission_product_id = fields.Many2one(
+        'product.product', string='Specific Commission Product', ondelete='restrict',
+        check_company=True,
+        domain=[('type', '=', 'service')],
+        help="If not set, Odoo will use the commission product configured on the accounting "
+        "configuration page."
+        )
+

commission_simple_agent_purchase/models/commission_result.py

@@ -5,6 +5,7 @@
 from odoo import fields, models, _
 from odoo.exceptions import UserError
 from odoo.tools.misc import format_amount, formatLang
+from markupsafe import Markup
 
 
 class CommissionResult(models.Model):
@@ -18,22 +19,30 @@ class CommissionResult(models.Model):
                 if not result.purchase_id:
                     vals = result._prepare_purchase_order()
                     po = self.env['purchase.order'].create(vals)
+                    po.message_post(body=Markup(_("Generated from commission <a href=# data-oe-model=commission.result data-oe-id=%d>%s</a>.") % (result.id, result.display_name)))
                     result.write({'purchase_id': po.id})
                 else:
                     po = self.purchase_id
                     if po.state in ('draft', 'sent', 'cancel'):
                         po.order_line.unlink()
+                        po.message_post(body=Markup(_("Purchase order lines re-generated from commission <a href=# data-oe-model=commission.result data-oe-id=%d>%s</a>.") % (result.id, result.display_name)))
                     else:
                         raise UserError(_("Purchase Order %s has already been confirmed. You should cancel it first.") % po.display_name)
                     if po.state == 'cancel':
                         po.button_draft()
                 assert not po.order_line
                 # create lines
-                if not result.company_id.commission_product_id:
-                    raise UserError(_("Commission product is not set on company %s.") % result.company_id.display_name)
                 line_vals = []
-                for move_line in result.line_ids:
-                    line_vals.append(result._prepare_purchase_order_line(move_line, po))
+                if not result.company_id.commission_po_config:
+                    raise UserError(_(
+                        "Purchase order configuration for commission is not set on "
+                        "the accounting configuration page of company '%s'.")
+                        % result.company_id.display_name)
+                if result.company_id.commission_po_config == 'single_line':
+                    line_vals.append(result._prepare_purchase_order_line_single_line(po))
+                else:
+                    for move_line in result.line_ids:
+                        line_vals.append(result._prepare_purchase_order_line(move_line, po))
                 po_lines = self.env['purchase.order.line'].create(line_vals)
                 po_lines._compute_tax_id()
         return super().draft2done()
@@ -57,7 +66,13 @@ class CommissionResult(models.Model):
         company_currency = move_line.company_id.currency_id
         lang = self.partner_id.lang or self.env.lang
         env = self.with_context(lang=lang).env
-        product = self.company_id.commission_product_id
+        product = self.profile_id.commission_product_id or self.company_id.commission_product_id
+        if not product:
+            raise UserError(_(
+                "Commission product is not set on profile '%(profile)s' "
+                "nor on company '%(company)s'.",
+                profile=self.profile_id.display_name,
+                company=self.company_id.display_name))
         vals = {
             'order_id': order.id,
             'product_id': product.id,
@@ -68,6 +83,24 @@ class CommissionResult(models.Model):
             }
         return vals
 
+    def _prepare_purchase_order_line_single_line(self, order):
+        product = self.profile_id.commission_product_id or self.company_id.commission_product_id
+        if not product:
+            raise UserError(_(
+                "Commission product is not set on profile '%(profile)s' "
+                "nor on company '%(company)s'.",
+                profile=self.profile_id.display_name,
+                company=self.company_id.display_name))
+        vals = {
+            'order_id': order.id,
+            'product_id': product.id,
+            'name': _("Commissions for period %(period)s", period=self.date_range_id.name),
+            'product_qty': 1,
+            'product_uom': product.uom_id.id,
+            'price_unit': self.amount_total,
+            }
+        return vals
+
     def unlink(self):
         for result in self:
             if result.purchase_id:

commission_simple_agent_purchase/models/res_company.py

@@ -12,3 +12,7 @@ class ResCompany(models.Model):
     commission_product_id = fields.Many2one(
         'product.product', string='Commission Product', ondelete='restrict', check_company=True,
         domain=[('type', '=', 'service')])
+    commission_po_config = fields.Selection([
+        ('single_line', 'Single Line'),
+        ('details', 'One line per commission line'),
+        ], default='details', string="Purchase Order Configuration")

commission_simple_agent_purchase/views/commission_profile.xml

@@ -0,0 +1,22 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2025 Akretion France (https://www.akretion.com)
+  @author Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
+-->
+
+<odoo>
+
+<record id="commission_profile_form" model="ir.ui.view">
+    <field name="model">commission.profile</field>
+    <field name="inherit_id" ref="commission_simple_agent.commission_profile_form"/>
+    <field name="arch" type="xml">
+        <group name="main-right" position="inside">
+            <field name="commission_product_id"/>
+        </group>
+    </field>
+</record>
+
+
+</odoo>
+

commission_simple_agent_purchase/wizards/res_config_settings.py

@@ -10,3 +10,4 @@ class ResConfigSettings(models.TransientModel):
 
     commission_product_id = fields.Many2one(
         related='company_id.commission_product_id', readonly=False)
+    commission_po_config = fields.Selection(related="company_id.commission_po_config", readonly=False)

commission_simple_agent_purchase/wizards/res_config_settings.xml

@@ -18,6 +18,10 @@
                 <label for="commission_product_id" class="col-md-5" />
                 <field name="commission_product_id" context="{'default_detailed_type': 'service', 'default_purchase_ok': True, 'default_sale_ok': False, 'default_available_in_pos': False, 'default_purchase_method': 'purchase'}"/>
             </div>
+            <div class="row" id="commission_po_config">
+                <label for="commission_po_config" class="col-md-5" string="Purchase Order"/>
+                <field name="commission_po_config" />
+            </div>
         </xpath>
     </field>
 </record>