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Add modules commission_simple, commission_simple_agent, commission_simple_agent_purchase

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Add demo data in sale_agent
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Alexis de Lattre
2024-11-30 01:19:31 +01:00
parent 7bdd579b1c
commit 5af6c895d0
42 changed files with 2262 additions and 0 deletions
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2
commission_simple/__init__.py Normal file
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from . import models
from . import wizards

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commission_simple/__manifest__.py Normal file
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# Copyright 2019-2024 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).
{
'name': 'Commission Simple',
'version': '16.0.1.0.0',
'category': 'Sales',
'license': 'AGPL-3',
'summary': 'Compute commissions for salesman',
'description': """
Commission Simple
=================
This module is a **simple** module to compute commission for salesman. From my experience, companies often use very specific methods to compute commissions and it's impossible to develop a module that can support all of them. So the goal of this module is just to have a simple base to build the company-specific commissionning system by inheriting this simple module.
Here is a short description of this module:
* create commission profiles using rules (per product category, per product, per product and customer, etc.),
* the commission rules can have a start and end date (optional),
* commissionning can happen on invoicing or on payment,
* each invoice line can only be commissionned to one salesman,
* commission reports are stored in Odoo.
This module has been written by Alexis de Lattre from Akretion
<alexis.delattre@akretion.com>.
""",
'author': 'Akretion',
'website': 'https://github.com/akretion/odoo-usability',
'depends': [
'account',
'date_range',
# this uses some related fields on account.move.line
# 'account_usability_akretion',
],
'data': [
'security/ir.model.access.csv',
'security/rule.xml',
'data/decimal_precision.xml',
'views/commission_profile.xml',
'views/commission_rule.xml',
'views/commission_result.xml',
# 'views/res_users.xml',
'views/res_config_settings.xml',
'wizards/commission_compute_view.xml',
],
'installable': True,
}

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commission_simple/data/decimal_precision.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record forcecreate="True" id="commission_rate" model="decimal.precision">
<field name="name">Commission Rate</field>
<field name="digits">2</field>
</record>
</odoo>

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commission_simple/i18n/fr.po Normal file
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * commission_simple
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-11-29 23:38+0000\n"
"PO-Revision-Date: 2024-11-29 23:38+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: commission_simple
#: model:ir.model.constraint,message:commission_simple.constraint_commission_result_salesman_period_company_unique
msgid ""
"A commission result already exists for this salesman/agent for the same "
"period."
msgstr ""
"Un état des commissions existe déjà pour ce vendeur/agent pour la même "
"période."
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_profile.py:0
#, python-format
msgid "A salesman must be selected when the assignment type is 'Salesman'."
msgstr ""
"Un vendeur doit être sélectionné lorsque le type d'affectation est "
"\"Vendeur\"."
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_needaction
msgid "Action Needed"
msgstr "Action requise"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__active
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__active
msgid "Active"
msgstr "Actif"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_ids
msgid "Activities"
msgstr "Activités"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_exception_decoration
msgid "Activity Exception Decoration"
msgstr "Style d'affichage de l'activité-alerte"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_state
msgid "Activity State"
msgstr "État de l'activité"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_type_icon
msgid "Activity Type Icon"
msgstr "Îcone du type d'activité"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__applied_on
msgid "Apply On"
msgstr "Conditions"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_search
msgid "Archived"
msgstr "Archivé"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Are you sure you want to go back to draft?"
msgstr "Êtes-vous sûr de vouloir revenir à l'état brouillon ?"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__assign_type
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
msgid "Assign Type"
msgstr "Type d'affectation"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__assign_ids
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
msgid "Assignments"
msgstr "Assignations"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_attachment_count
msgid "Attachment Count"
msgstr "Nombre de pièces jointes"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Back to Draft"
msgstr "Remettre en brouillon"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_compute_form
msgid "Cancel"
msgstr "Annuler"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_amount
msgid "Commission Amount"
msgstr "Montant de la commission"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_base
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__base
msgid "Commission Base"
msgstr "Base de la commission"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__line_ids
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Commission Lines"
msgstr "Lignes commission"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__date_range_type_id
#: model:ir.model.fields,field_description:commission_simple.field_res_company__commission_date_range_type_id
#: model:ir.model.fields,field_description:commission_simple.field_res_config_settings__commission_date_range_type_id
msgid "Commission Periodicity"
msgstr "Périodicité de commission"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_profile
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__profile_id
msgid "Commission Profile"
msgstr "Profil de commission"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_profile_assignment
msgid "Commission Profile Assignment"
msgstr "Affectation du profil de commission"
#. module: commission_simple
#: model:ir.actions.act_window,name:commission_simple.commission_profile_action
#: model:ir.ui.menu,name:commission_simple.commission_profile_menu
msgid "Commission Profiles"
msgstr "Profils de commission"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_rate
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__rate
msgid "Commission Rate"
msgstr "Taux de commission"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_result
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_result_id
msgid "Commission Result"
msgstr "État des commissions"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_rule
msgid "Commission Rule"
msgstr "Règle de commission"
#. module: commission_simple
#: model:ir.actions.act_window,name:commission_simple.commission_rule_action
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__rule_ids
#: model:ir.ui.menu,name:commission_simple.commission_rule_menu
msgid "Commission Rules"
msgstr "Règles de commission"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__amount_total
msgid "Commission Total"
msgstr "Total des commissions"
#. module: commission_simple
#: model:ir.actions.act_window,name:commission_simple.commission_result_action
#: model:ir.ui.menu,name:commission_simple.commission_config_root
#: model:ir.ui.menu,name:commission_simple.commission_result_menu
#: model:ir.ui.menu,name:commission_simple.commission_root
#: model_terms:ir.ui.view,arch_db:commission_simple.res_config_settings_view_form
msgid "Commissions"
msgstr ""
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/wizards/commission_compute.py:0
#, python-format
msgid "Commissions already exist for %(period)s in company %(company)s."
msgstr ""
"Des commissions existent déjà pour %(period)s dans la société %(company)s."
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_res_company
msgid "Companies"
msgstr "Sociétés"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__company_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__company_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__company_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__company_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__company_id
msgid "Company"
msgstr "Société"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__company_currency_id
msgid "Company Currency"
msgstr "Devise de la société"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_compute_form
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_form
msgid "Compute"
msgstr "Calculer"
#. module: commission_simple
#: model:ir.actions.act_window,name:commission_simple.commission_compute_action
#: model:ir.model,name:commission_simple.model_commission_compute
#: model:ir.ui.menu,name:commission_simple.commission_compute_menu
msgid "Compute Commissions"
msgstr "Calculer les commissions"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_res_config_settings
msgid "Config Settings"
msgstr "Configuration"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Confirm"
msgstr "Confirmer"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__create_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__create_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__create_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__create_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__create_uid
msgid "Created by"
msgstr "Créé par"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__create_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__create_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__create_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__create_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__create_date
msgid "Created on"
msgstr "Créé le"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__partner_ids
msgid "Customers"
msgstr "Clients"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__display_name
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__display_name
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__display_name
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__display_name
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__display_name
msgid "Display Name"
msgstr "Nom affiché"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_result__state__done
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
msgid "Done"
msgstr "Validé"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_result__state__draft
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
msgid "Draft"
msgstr "Brouillon"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_end
msgid "End Date"
msgstr "Date de fin"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__date_end
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_end
msgid "End date"
msgstr "Date de fin"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_follower_ids
msgid "Followers"
msgstr "Abonnés"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_partner_ids
msgid "Followers (Partners)"
msgstr "Abonnés (partenaires)"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_type_icon
msgid "Font awesome icon e.g. fa-tasks"
msgstr "Îcone font-awesome, par exemple fa-task"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__4_global
msgid "Global"
msgstr ""
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__has_message
msgid "Has Message"
msgstr "A un message"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__id
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__id
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__id
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__id
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__id
msgid "ID"
msgstr ""
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_exception_icon
msgid "Icon"
msgstr "Îcone"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_exception_icon
msgid "Icon to indicate an exception activity."
msgstr "Îcone pour indiquer une activité-alerte"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__message_needaction
msgid "If checked, new messages require your attention."
msgstr "Si activé, de nouveaux messages nécessitent votre attention."
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__message_has_error
msgid "If checked, some messages have a delivery error."
msgstr "Si activé, des messages ont une erreur d'envoi."
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__in_payment
msgid "In Payment and Paid"
msgstr "En paiement et payé"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__invoice
msgid "Invoiced"
msgstr "Facturé"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__base__invoiced
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Invoiced Amount"
msgstr "Montant facturé"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_is_follower
msgid "Is Follower"
msgstr "Est abonné"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_account_move_line
msgid "Journal Item"
msgstr "Écriture comptable"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute____last_update
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile____last_update
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment____last_update
#: model:ir.model.fields,field_description:commission_simple.field_commission_result____last_update
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule____last_update
msgid "Last Modified on"
msgstr "Dernière modification le"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__write_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__write_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__write_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__write_uid
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__write_uid
msgid "Last Updated by"
msgstr "Dernière mise à jour par"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__write_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__write_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__write_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__write_date
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__write_date
msgid "Last Updated on"
msgstr "Dernière mise à jour le"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_main_attachment_id
msgid "Main Attachment"
msgstr "Pièce jointe principale"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__base__margin
msgid "Margin"
msgstr "Marge"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_form
msgid "Match"
msgstr ""
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_rule_id
msgid "Matched Commission Rule"
msgstr "Règle de commission associée"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_has_error
msgid "Message Delivery error"
msgstr "Erreur d'envoi du message"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_ids
msgid "Messages"
msgstr ""
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__my_activity_date_deadline
msgid "My Activity Deadline"
msgstr "Date butoir de l'activité"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__name
msgid "Name of the Profile"
msgstr "Nom du profil"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_calendar_event_id
msgid "Next Activity Calendar Event"
msgstr "Prochaine activité du calendrier"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_date_deadline
msgid "Next Activity Deadline"
msgstr "Date butoir de l'activité suivante"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_summary
msgid "Next Activity Summary"
msgstr "Résumé de l'activité suivante"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_type_id
msgid "Next Activity Type"
msgstr "Type de l'activité suivante"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/wizards/commission_compute.py:0
#, python-format
msgid "No commissions generated."
msgstr "Aucune commission n'a été générée."
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_needaction_counter
msgid "Number of Actions"
msgstr "Nombre d'actions"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_has_error_counter
msgid "Number of errors"
msgstr "Nombre d'erreurs"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__message_needaction_counter
msgid "Number of messages requiring action"
msgstr "Nombre de messages nécessitant une action"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__message_has_error_counter
msgid "Number of messages with delivery error"
msgstr "Nombre de messages en échec d'envoi"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__paid
msgid "Paid"
msgstr "Payé"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__date_range_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_range_id
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
msgid "Period"
msgstr "Période"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__product_categ_ids
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__3_product_category
msgid "Product Categories"
msgstr "Catégories de produits"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__1_customer_product_category
msgid "Product Categories and Customers"
msgstr "Catégories de produits et clients"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__product_categ_id
msgid "Product Category"
msgstr "Catégorie de produit"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__product_ids
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__2_product
msgid "Products"
msgstr "Produits"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__0_customer_product
msgid "Products and Customers"
msgstr "Produits et clients"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__profile_id
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__profile_id
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_search
msgid "Profile"
msgstr "Profil"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_tree
msgid "Rate (%)"
msgstr "Taux (%)"
#. module: commission_simple
#: model:ir.model.constraint,message:commission_simple.constraint_commission_rule_rate_positive
msgid "Rate must be positive !"
msgstr "Le taux doit être positif !"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_user_id
msgid "Responsible User"
msgstr "Utilisateur responsable"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
msgid "Rules"
msgstr "Règles"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_profile.py:0
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__user_id
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
#, python-format
msgid "Salesman"
msgstr "Vendeur"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__partner_id
msgid "Salesman/Agent"
msgstr "Vendeur/Agent"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__sequence
msgid "Sequence"
msgstr "Séquence"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_start
msgid "Start Date"
msgstr "Date de début"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__date_start
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_start
msgid "Start date"
msgstr "Date de début"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__state
msgid "State"
msgstr "État"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_state
msgid ""
"Status based on activities\n"
"Overdue: Due date is already passed\n"
"Today: Activity date is today\n"
"Planned: Future activities."
msgstr ""
"Statut basé sur les activités\n"
"En retard : La date d'échéance est déjà dépassée\n"
"Aujourd'hui : La date de l'activité est aujourd'hui\n"
"Planifié : Activités futures."
#. module: commission_simple
#: model:ir.model.constraint,message:commission_simple.constraint_commission_profile_assignment_company_user_uniq
msgid "This salesman already has an assignment in this company."
msgstr "Ce vendeur a déjà une assignation dans cette société."
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__trigger_type
msgid "Trigger"
msgstr "Déclencheur"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__assign_type
msgid "Type"
msgstr ""
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_exception_decoration
msgid "Type of the exception activity on record."
msgstr "Type de l'activité-alerte sur l'enregistrement."
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__website_message_ids
msgid "Website Messages"
msgstr "Messages du site Web"
#. module: commission_simple
#: model:ir.model.fields,help:commission_simple.field_commission_result__website_message_ids
msgid "Website communication history"
msgstr "Historique des échanges sur le site Web"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_result.py:0
#, python-format
msgid "You cannot delete commission result %s because it is in done state."
msgstr ""
"Vous ne pouvez pas supprimer l'état de commission %s parce qu'il est à "
"l'état \"validé\"."

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commission_simple/models/__init__.py Normal file
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from . import commission_profile
from . import commission_rule
from . import commission_result
from . import res_company
from . import account_move_line

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# Copyright 2019-2024 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 api, fields, models
from odoo.tools import float_is_zero
class AccountMoveLine(models.Model):
_inherit = 'account.move.line'
commission_result_id = fields.Many2one(
'commission.result', string='Commission Result', check_company=True)
commission_rule_id = fields.Many2one(
'commission.rule', 'Matched Commission Rule', ondelete='restrict', check_company=True)
commission_base = fields.Monetary('Commission Base', currency_field='company_currency_id')
commission_rate = fields.Float('Commission Rate', digits='Commission Rate')
commission_amount = fields.Monetary(
string='Commission Amount', currency_field='company_currency_id',
readonly=True, compute='_compute_commission_amount', store=True)
# to display on commission line
product_categ_id = fields.Many2one(
related='product_id.product_tmpl_id.categ_id')
@api.depends('commission_rate', 'commission_base')
def _compute_commission_amount(self):
for line in self:
commission_amount = False
if line.display_type == 'product':
commission_amount = line.company_currency_id.round(
line.commission_rate * line.commission_base / 100.0)
line.commission_amount = commission_amount
def _match_commission_rule(self, rules):
# commission rules are already in the right order
self.ensure_one()
for rule in rules:
if rule['date_start'] and rule['date_start'] > self.date:
continue
if rule['date_end'] and rule['date_end'] < self.date:
continue
if rule['applied_on'] == '0_customer_product':
if (
self.partner_id.id in
rule['partner_ids'] and
self.product_id.id in rule['product_ids']):
return rule
elif rule['applied_on'] == '1_customer_product_category':
if (
self.partner_id.id in
rule['partner_ids'] and
self.product_categ_id.id in rule['product_categ_ids']):
return rule
elif rule['applied_on'] == '2_product':
if self.product_id.id in rule['product_ids']:
return rule
elif rule['applied_on'] == '3_product_category':
if self.product_categ_id.id in rule['product_categ_ids']:
return rule
elif rule['applied_on'] == '4_global':
return rule
return False
def _prepare_commission_data(self, rule):
self.ensure_one()
rate_prec = self.env['decimal.precision'].precision_get('Commission Rate')
lvals = {
'commission_rule_id': rule['id'],
# company currency
# inherit this method to change the value below if you want to base on margin
# or something else
'commission_rate': rule['rate'],
}
if rule['base'] == 'margin':
# What do we do if it's negative ? For the moment, it adds a negative commission line
cost = 0
if self.product_id and self.product_uom_id:
# if the module account_invoice_margin from akretion/odoo-usability is installed
if hasattr(self, 'margin_company_currency'):
cost = self.margin_company_currency
else:
sign = self.move_id.move_type == 'out_refund' and -1 or 1
cost = self.product_id.standard_price * self.product_uom_id._compute_quantity(self.quantity, self.product_id.uom_id) * sign
lvals['commission_base'] = self.balance * -1 - cost
else:
lvals['commission_base'] = self.balance * -1
if float_is_zero(lvals['commission_rate'], precision_digits=rate_prec) or self.company_currency_id.is_zero(lvals['commission_base']):
return False
return lvals

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# 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):
_name = 'commission.profile'
_description = 'Commission Profile'
_order = 'sequence, id'
name = fields.Char(string='Name of the Profile', required=True)
active = fields.Boolean(string='Active', default=True)
sequence = fields.Integer()
company_id = fields.Many2one(
'res.company', string='Company', ondelete='cascade',
required=False, default=lambda self: self.env.company)
assign_ids = fields.One2many(
'commission.profile.assignment', 'profile_id', string="Assignments")
rule_ids = fields.One2many(
'commission.rule', 'profile_id', string='Commission Rules')
trigger_type = fields.Selection([
('invoice', 'Invoiced'),
('paid', 'Paid'),
('in_payment', 'In Payment and Paid'),
], default='paid', string='Trigger', required=True)
class CommissionProfileAssignment(models.Model):
_name = "commission.profile.assignment"
_description = "Commission Profile Assignment"
profile_id = fields.Many2one('commission.profile', ondelete='cascade')
company_id = fields.Many2one(
'res.company', string='Company', ondelete='cascade',
required=True, default=lambda self: self.env.company)
assign_type = fields.Selection(
'_assign_type_selection', default='user', required=True, string="Type")
user_id = fields.Many2one(
'res.users', compute="_compute_user_id", store=True, precompute=True, readonly=False,
ondelete="restrict", string="Salesman",
)
_sql_constraints = [
(
'company_user_uniq',
'unique(user_id, company_id)',
'This salesman already has an assignment in this company.')]
@api.model
def _assign_type_selection(self):
return [('user', _('Salesman'))]
@api.constrains('assign_type', 'user_id')
def _check_user(self):
for assignment in self:
if assignment.assign_type == 'user' and not assignment.user_id:
raise ValidationError(_("A salesman must be selected when the assignment type is 'Salesman'."))
@api.depends('assign_type')
def _compute_user_id(self):
for assign in self:
if assign.assign_type != 'user':
assign.user_id = False
def _get_partner(self):
self.ensure_one()
if self.assign_type == 'user':
return self.user_id.partner_id
return False
def _prepare_move_line_domain(self, date_range):
self.ensure_one()
domain = [
('display_type', '=', 'product'),
('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
('date', '<=', date_range.date_end),
('company_id', '=', self.company_id.id),
('commission_result_id', '=', False),
('parent_state', '=', 'posted'),
]
if self.assign_type == 'user':
domain.append(('move_id.invoice_user_id', '=', self.user_id.id))
# TODO : for trigger 'paid' and 'in_payment', we would need to filter
# out the invoices paid after the end date of the commission period
if self.profile_id.trigger_type == 'paid':
domain.append(('move_id.payment_state', 'in', ('paid', 'reversed')))
elif self.profile_id.trigger_type == 'in_payment':
domain.append(('move_id.payment_state', 'in', ('in_payment', 'paid', 'reversed')))
elif self.profile_id.trigger_type == 'invoice':
domain.append(('date', '>=', date_range.date_start))
return domain
def _prepare_commission_result(self, date_range):
vals = {
'partner_id': self._get_partner().id,
'profile_id': self.profile_id.id,
'date_range_id': date_range.id,
'assign_type': self.assign_type,
'company_id': self.company_id.id,
}
return vals
def _generate_commission_result(self, date_range, rules):
self.ensure_one()
ilines = self.env['account.move.line'].search(
self._prepare_move_line_domain(date_range), order='date, move_id, sequence, id')
profile = self.profile_id
ilines2write = {}
for iline in ilines:
rule = iline._match_commission_rule(rules[profile.id])
if rule:
lvals = iline._prepare_commission_data(rule)
if lvals:
ilines2write[iline] = lvals
if ilines2write:
com_result = self.env['commission.result'].create(self._prepare_commission_result(date_range))
for iline, vals in ilines2write.items():
iline.write(dict(vals, commission_result_id=com_result.id))
return com_result
else:
return False

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# 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 UserError
class CommissionResult(models.Model):
_name = 'commission.result'
_description = "Commission Result"
_order = 'date_start desc'
_inherit = ['mail.thread', 'mail.activity.mixin']
partner_id = fields.Many2one(
'res.partner', string='Salesman/Agent', required=True, ondelete='restrict',
readonly=True, tracking=True)
profile_id = fields.Many2one(
'commission.profile', string='Commission Profile', readonly=True, tracking=True)
assign_type = fields.Selection('_assign_type_selection', readonly=True, tracking=True)
company_id = fields.Many2one(
'res.company', string='Company', ondelete='cascade',
required=True, readonly=True, default=lambda self: self.env.company, tracking=True)
company_currency_id = fields.Many2one(
related='company_id.currency_id', string='Company Currency', store=True)
date_range_id = fields.Many2one(
'date.range', required=True, string='Period', readonly=True, tracking=True)
date_start = fields.Date(related='date_range_id.date_start', store=True)
date_end = fields.Date(related='date_range_id.date_end', store=True)
line_ids = fields.One2many(
'account.move.line', 'commission_result_id', string='Commission Lines',
states={'done': [('readonly', True)]})
amount_total = fields.Monetary(
string='Commission Total', currency_field='company_currency_id',
compute='_compute_amount_total', store=True, tracking=True)
state = fields.Selection([
('draft', 'Draft'),
('done', 'Done'),
], default='draft', tracking=True)
# TODO copy amount to another field
# help='This is the total amount at the date of the computation of the commission')
@api.model
def _assign_type_selection(self):
return self.env['commission.profile.assignment']._assign_type_selection()
@api.depends('line_ids.commission_amount')
def _compute_amount_total(self):
rg_res = self.env['account.move.line'].read_group([('commission_result_id', 'in', self.ids)], ['commission_result_id', 'commission_amount:sum'], ['commission_result_id'])
mapped_data = dict([(x['commission_result_id'][0], x['commission_amount']) for x in rg_res])
for rec in self:
rec.amount_total = mapped_data.get(rec.id, 0)
def unlink(self):
for result in self:
if result.state == 'done':
raise UserError(_(
"You cannot delete commission result %s because it is in done state.") % result.display_name)
return super().unlink()
def draft2done(self):
self.write({'state': 'done'})
def backtodraft(self):
self.write({'state': 'draft'})
def name_get(self):
res = []
for result in self:
name = '%s (%s)' % (result.partner_id.name, result.date_range_id.name)
res.append((result.id, name))
return res
_sql_constraints = [(
'salesman_period_company_unique',
'unique(company_id, partner_id, date_range_id)',
'A commission result already exists for this salesman/agent for the same period.')]

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# 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
class CommissionRule(models.Model):
_name = 'commission.rule'
_description = 'Commission Rule'
_order = 'profile_id, applied_on'
partner_ids = fields.Many2many(
'res.partner', string='Customers', domain=[('parent_id', '=', False)])
product_categ_ids = fields.Many2many(
'product.category', string="Product Categories")
product_ids = fields.Many2many('product.product', string='Products')
date_start = fields.Date('Start Date')
date_end = fields.Date('End Date')
profile_id = fields.Many2one(
'commission.profile', string='Profile', ondelete='cascade')
company_id = fields.Many2one(related='profile_id.company_id', store=True)
rate = fields.Float('Commission Rate', digits="Commission Rate", copy=False)
base = fields.Selection([
('invoiced', 'Invoiced Amount'),
('margin', 'Margin'),
], default='invoiced', required=True, string="Commission Base")
applied_on = fields.Selection([
('0_customer_product', 'Products and Customers'),
('1_customer_product_category', "Product Categories and Customers"),
('2_product', "Products"),
('3_product_category', "Product Categories"),
('4_global', 'Global')],
string='Apply On', default='4_global', required=True)
active = fields.Boolean(string='Active', default=True)
@api.model
def load_all_rules(self):
rules = self.search_read([('profile_id', '!=', False)])
res = {} # key = profile, value = [rule1 recordset, rule2]
for rule in rules:
if rule['profile_id'][0] not in res:
res[rule['profile_id'][0]] = [rule]
else:
res[rule['profile_id'][0]].append(rule)
return res
_sql_constraints = [(
'rate_positive',
'CHECK(rate >= 0)',
'Rate must be positive !')]

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commission_simple/models/res_company.py Normal file
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# Copyright 2019-2024 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).
from odoo import fields, models
class ResCompany(models.Model):
_inherit = 'res.company'
commission_date_range_type_id = fields.Many2one(
'date.range.type', string='Commission Periodicity', ondelete='restrict')

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commission_simple/models/res_users.py Normal file
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# Copyright 2019-2024 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).
from odoo import fields, models
class ResUsers(models.Model):
_inherit = 'res.users'
# TODO mon idée : déplacer ça dans une table dédiée
# company_id oblig
# partner_id (filtré... sur lien vers user ou agent petit difficulté)
# profile_id
# type agent ou user => ça donne le champ de recherche
commission_profile_id = fields.Many2one(
'commission.profile', string='Commission Profile',
company_dependent=True)

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commission_simple/security/ir.model.access.csv Normal file
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_commission_profile_read,Read access on commission.profile for employees,model_commission_profile,base.group_user,1,0,0,0
access_commission_profile_full,Full access on commission.profile for financial manager,model_commission_profile,account.group_account_manager,1,1,1,1
access_commission_profile_assignment_full,Full access on commission.profile.assignment for financial manager,model_commission_profile_assignment,account.group_account_manager,1,1,1,1
access_commission_rule_full,Full access on commission.rule for financial manager,model_commission_rule,account.group_account_manager,1,1,1,1
access_commission_rule_read,Read access on commission.rule for invoicing group,model_commission_rule,account.group_account_invoice,1,0,0,0
access_commission_rule_audit,Read access on commission.rule for viewer group,model_commission_rule,account.group_account_readonly,1,0,0,0
access_commission_result_full,Full access on commission.result to accountant,model_commission_result,account.group_account_user,1,1,1,1
access_commission_result_read,Read access on commission.result to invoicing grp,model_commission_result,account.group_account_invoice,1,0,0,0
access_commission_result_audit,Read access on commission.result to viewer grp,model_commission_result,account.group_account_readonly,1,0,0,0
access_commission_compute_full,Full access to wizard commission.compute,model_commission_compute,account.group_account_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_commission_profile_read Read access on commission.profile for employees model_commission_profile base.group_user 1 0 0 0
3 access_commission_profile_full Full access on commission.profile for financial manager model_commission_profile account.group_account_manager 1 1 1 1
4 access_commission_profile_assignment_full Full access on commission.profile.assignment for financial manager model_commission_profile_assignment account.group_account_manager 1 1 1 1
5 access_commission_rule_full Full access on commission.rule for financial manager model_commission_rule account.group_account_manager 1 1 1 1
6 access_commission_rule_read Read access on commission.rule for invoicing group model_commission_rule account.group_account_invoice 1 0 0 0
7 access_commission_rule_audit Read access on commission.rule for viewer group model_commission_rule account.group_account_readonly 1 0 0 0
8 access_commission_result_full Full access on commission.result to accountant model_commission_result account.group_account_user 1 1 1 1
9 access_commission_result_read Read access on commission.result to invoicing grp model_commission_result account.group_account_invoice 1 0 0 0
10 access_commission_result_audit Read access on commission.result to viewer grp model_commission_result account.group_account_readonly 1 0 0 0
11 access_commission_compute_full Full access to wizard commission.compute model_commission_compute account.group_account_manager 1 1 1 1

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commission_simple/security/rule.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019-2024 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 noupdate="1">
<record id="commission_profile_rule" model="ir.rule">
<field name="name">Commission Profile multi-company</field>
<field name="model_id" ref="model_commission_profile"/>
<field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
</record>
<record id="commission_rule_rule" model="ir.rule">
<field name="name">Commission Rule multi-company</field>
<field name="model_id" ref="model_commission_rule"/>
<field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
</record>
<record id="commission_result_rule" model="ir.rule">
<field name="name">Commission Result multi-company</field>
<field name="model_id" ref="model_commission_result"/>
<field name="domain_force">[('company_id', 'in', company_ids)]</field>
</record>
</odoo>

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commission_simple/views/commission.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 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)
-->
<odoo>
<menuitem id="commission_root" name="Commissions" parent="account.menu_finance" sequence="11"/>
<menuitem id="commission_config_root" name="Commissions" parent="account.menu_finance_configuration" sequence="110"/>
<!-- PROFILE -->
<record id="commission_profile_form" model="ir.ui.view">
<field name="name">commission.profile.form</field>
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<form>
<sheet>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
<group name="main">
<field name="name"/>
<field name="active" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="trigger_type"/>
</group>
<group name="lines" string="Rules">
<field name="line_ids" nolabel="1" colspan="2"/>
</group>
</sheet>
</form>
</field>
</record>
<record id="commission_profile_tree" model="ir.ui.view">
<field name="name">commission.profile.tree</field>
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<tree>
<field name="sequence" widget="handle"/>
<field name="name" decoration-bf="1"/>
<field name="trigger_type" optional="show"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record id="commission_profile_action" model="ir.actions.act_window">
<field name="name">Commission Profiles</field>
<field name="res_model">commission.profile</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem id="commission_profile_menu" action="commission_profile_action" parent="commission_config_root" sequence="18"/>
<!-- RULE -->
<record id="commission_rule_form" model="ir.ui.view">
<field name="name">commission.rule.form</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<form>
<sheet>
<group name="main">
<field name="profile_id" invisible="not context.get('commission_rule_main_view')"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="company_id" invisible="1"/>
<field name="applied_on" widget="radio"/>
</group>
<group name="match" string="Match">
<field name="partner_ids" attrs="{'invisible': [('applied_on', 'not in', ('0_customer_product', '1_customer_product_category'))], 'required': [('applied_on', 'in', ('0_customer_product', '1_customer_product_category'))]}"/>
<field name="product_categ_ids" attrs="{'invisible': [('applied_on', 'not in', ('1_customer_product_category', '3_product_category'))], 'required': [('applied_on', 'in', ('1_customer_product_category', '3_product_category'))]}"/>
<field name="product_ids" attrs="{'invisible': [('applied_on', 'not in', ('0_customer_product', '2_product'))], 'required': [('applied_on', 'in', ('0_customer_product', '2_product'))]}"/>
<field name="date_start"/>
<field name="date_end"/>
</group>
<group name="compute" string="Compute">
<label for="rate"/>
<div name="rate">
<field name="rate" class="oe_inline"/> %
</div>
</group>
</sheet>
</form>
</field>
</record>
<record id="commission_rule_tree" model="ir.ui.view">
<field name="name">commission.rule.tree</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<tree>
<field name="profile_id" invisible="not context.get('commission_rule_main_view')"/>
<field name="applied_on"/>
<field name="date_start"/>
<field name="date_end"/>
<field name="rate" string="Rate (%)"/>
</tree>
</field>
</record>
<record id="commission_rule_search" model="ir.ui.view">
<field name="name">commission.rule.search</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<search>
<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
<group name="groupby">
<filter name="profile_groupby" string="Profile" context="{'group_by': 'profile_id'}"/>
</group>
</search>
</field>
</record>
<record id="commission_rule_action" model="ir.actions.act_window">
<field name="name">Commission Rules</field>
<field name="res_model">commission.rule</field>
<field name="view_mode">tree,form</field>
<field name="context">{'commission_rule_main_view': True}</field>
</record>
<menuitem id="commission_rule_menu" action="commission_rule_action" parent="commission_config_root" sequence="20"/>
<!-- RESULT -->
<record id="commission_result_form" model="ir.ui.view">
<field name="name">commission.result.form</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<form>
<group name="main">
<group name="main-left">
<field name="partner_id"/>
<field name="profile_id" groups="account.group_account_manager"/>
<field name="company_currency_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="amount_total"/>
</group>
<group name="main-right">
<field name="date_range_id"/>
<field name="date_start"/>
<field name="date_end"/>
</group>
</group>
<group name="lines" string="Commission Lines">
<field nolabel="1" name="line_ids" colspan="2">
<tree>
<field name="move_id"/>
<field name="move_line_id"/>
<field name="base"/>
<field name="rate" string="Rate (%)"/>
<field name="amount" sum="1"/>
<field name="rule_id"/>
<field name="company_currency_id" invisible="1"/>
</tree>
</field>
</group>
</form>
</field>
</record>
<record id="commission_result_tree" model="ir.ui.view">
<field name="name">commission.result.tree</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<tree>
<field name="date_range_id" optional="show"/>
<field name="date_start" optional="hide"/>
<field name="date_end" optional="hide"/>
<field name="partner_id"/>
<field name="profile_id" groups="account.group_account_manager"/>
<field name="company_currency_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="amount_total" sum="1" optional="show"/>
</tree>
</field>
</record>
<record id="commission_result_search" model="ir.ui.view">
<field name="name">commission.result.search</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<search>
<field name="partner_id"/>
<field name="date_range_id"/>
<group name="groupby">
<filter name="partner_groupby" string="Salesman" context="{'group_by': 'partner_id'}"/>
<filter name="date_range_groupby" string="Period" context="{'group_by': 'date_range_id'}"/>
</group>
</search>
</field>
</record>
<record id="commission_result_action" model="ir.actions.act_window">
<field name="name">Commissions</field>
<field name="res_model">commission.result</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem id="commission_result_menu" action="commission_result_action" parent="commission_root" sequence="10"/>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019-2024 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)
-->
<odoo>
<menuitem id="commission_root" name="Commissions" parent="account.menu_finance" sequence="11"/>
<menuitem id="commission_config_root" name="Commissions" parent="account.menu_finance_configuration" sequence="110"/>
<record id="commission_profile_form" model="ir.ui.view">
<field name="name">commission.profile.form</field>
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<form>
<sheet>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
<group name="main">
<group name="main-left">
<field name="name"/>
<field name="active" invisible="1"/>
<field name="trigger_type" widget="radio"/>
</group>
<group name="main-right">
<field name="company_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
</group>
<notebook>
<page name="assignments" string="Assignments">
<field name="assign_ids">
<tree editable="bottom">
<field name="assign_type"/>
<field name="user_id" attrs="{'required': [('assign_type', '=', 'user')], 'readonly': [('assign_type', '!=', 'user')]}"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="company_id" invisible="1"/>
</tree>
</field>
</page>
<page name="rules" string="Rules">
<field name="rule_ids"/>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record id="commission_profile_tree" model="ir.ui.view">
<field name="name">commission.profile.tree</field>
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<tree>
<field name="sequence" widget="handle"/>
<field name="name" decoration-bf="1"/>
<field name="trigger_type" optional="show"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record id="commission_profile_action" model="ir.actions.act_window">
<field name="name">Commission Profiles</field>
<field name="res_model">commission.profile</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem id="commission_profile_menu" action="commission_profile_action" parent="commission_config_root" sequence="18"/>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2024 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)
-->
<odoo>
<record id="commission_result_form" model="ir.ui.view">
<field name="name">commission.result.form</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<form>
<header>
<button name="draft2done" type="object" states="draft" string="Confirm" class="btn-primary"/>
<button name="backtodraft" type="object" states="done" string="Back to Draft" confirm="Are you sure you want to go back to draft?"/>
<field name="state" widget="statusbar"/>
</header>
<group name="main">
<group name="main-left">
<field name="partner_id"/>
<field name="date_range_id"/>
<field name="date_start"/>
<field name="date_end"/>
<field name="amount_total"/>
<field name="company_currency_id" invisible="1"/>
<field name="company_id" invisible="1"/>
</group>
<group name="main-right">
<field name="profile_id" groups="account.group_account_manager"/>
<field name="assign_type"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
</group>
<group name="lines" string="Commission Lines">
<field nolabel="1" name="line_ids" colspan="2">
<tree>
<field name="move_id"/>
<field name="date" optional="hide"/>
<field name="partner_id"/>
<field name="product_id"/>
<field name="product_categ_id" optional="hide"/>
<field name="name" optional="hide"/>
<field name="price_subtotal" optional="hide" string="Invoiced Amount"/>
<field name="commission_base"/>
<field name="commission_rate" string="Rate (%)"/>
<field name="commission_amount" sum="1"/>
<field name="commission_rule_id" optional="hide"/>
<field name="company_currency_id" invisible="1"/>
<field name="currency_id" invisible="1"/>
</tree>
</field>
</group>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="activity_ids" widget="mail_activity"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record id="commission_result_tree" model="ir.ui.view">
<field name="name">commission.result.tree</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<tree>
<field name="date_range_id" optional="show"/>
<field name="date_start" optional="hide"/>
<field name="date_end" optional="hide"/>
<field name="partner_id"/>
<field name="profile_id" groups="account.group_account_manager"/>
<field name="assign_type" optional="hide" widget="badge" decoration-warning="assign_type == 'user'"/>
<field name="company_currency_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company"/>
<field name="amount_total" sum="1" optional="show"/>
<field name="state" decoration-info="state == 'draft'" decoration-success="state == 'done'" widget="badge"/>
</tree>
</field>
</record>
<record id="commission_result_search" model="ir.ui.view">
<field name="name">commission.result.search</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<search>
<field name="partner_id"/>
<field name="date_range_id"/>
<separator/>
<filter name="draft" domain="[('state', '=', 'draft')]" string="Draft"/>
<filter name="done" domain="[('state', '=', 'done')]" string="Done"/>
<separator/>
<filter name="user" domain="[('assign_type', '=', 'user')]" string="Salesman"/>
<group name="groupby">
<filter name="partner_groupby" string="Salesman" context="{'group_by': 'partner_id'}"/>
<filter name="date_range_groupby" string="Period" context="{'group_by': 'date_range_id'}"/>
<filter name="assign_type_groupby" string="Assign Type" context="{'group_by': 'assign_type'}"/>
</group>
</search>
</field>
</record>
<record id="commission_result_action" model="ir.actions.act_window">
<field name="name">Commissions</field>
<field name="res_model">commission.result</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem id="commission_result_menu" action="commission_result_action" parent="commission_root" sequence="10"/>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 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)
-->
<odoo>
<record id="commission_rule_form" model="ir.ui.view">
<field name="name">commission.rule.form</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<form>
<sheet>
<group name="main">
<field name="profile_id" invisible="not context.get('commission_rule_main_view')"/>
<field name="applied_on" widget="radio"/>
<field name="company_id" invisible="1"/>
</group>
<group name="match" string="Match">
<field name="partner_ids" attrs="{'invisible': [('applied_on', 'not in', ('0_customer_product', '1_customer_product_category'))], 'required': [('applied_on', 'in', ('0_customer_product', '1_customer_product_category'))]}"/>
<field name="product_categ_ids" attrs="{'invisible': [('applied_on', 'not in', ('1_customer_product_category', '3_product_category'))], 'required': [('applied_on', 'in', ('1_customer_product_category', '3_product_category'))]}"/>
<field name="product_ids" attrs="{'invisible': [('applied_on', 'not in', ('0_customer_product', '2_product'))], 'required': [('applied_on', 'in', ('0_customer_product', '2_product'))]}"/>
<field name="date_start"/>
<field name="date_end"/>
</group>
<group name="compute" string="Compute">
<label for="rate"/>
<div name="rate">
<field name="rate" class="oe_inline"/> %
</div>
<field name="base" widget="radio"/>
</group>
</sheet>
</form>
</field>
</record>
<record id="commission_rule_tree" model="ir.ui.view">
<field name="name">commission.rule.tree</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<tree>
<field name="profile_id" invisible="not context.get('commission_rule_main_view')"/>
<field name="applied_on"/>
<field name="date_start"/>
<field name="date_end"/>
<field name="rate" string="Rate (%)"/>
<field name="base"/>
</tree>
</field>
</record>
<record id="commission_rule_search" model="ir.ui.view">
<field name="name">commission.rule.search</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<search>
<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
<group name="groupby">
<filter name="profile_groupby" string="Profile" context="{'group_by': 'profile_id'}"/>
</group>
</search>
</field>
</record>
<record id="commission_rule_action" model="ir.actions.act_window">
<field name="name">Commission Rules</field>
<field name="res_model">commission.rule</field>
<field name="view_mode">tree,form</field>
<field name="context">{'commission_rule_main_view': True}</field>
</record>
<menuitem id="commission_rule_menu" action="commission_rule_action" parent="commission_config_root" sequence="20"/>
</odoo>

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commission_simple/views/res_config_settings.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019-2024 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="res_config_settings_view_form" model="ir.ui.view">
<field name="name">commission.res.config.settings.form</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="account.res_config_settings_view_form" />
<field name="arch" type="xml">
<xpath expr="//div[@id='storno']" position="after">
<h2>Commissions</h2>
<div class="row mt16 o_settings_container" id="commission_simple">
<div class="col-12 col-lg-12 o_setting_box" id="commission_simple-settings">
<div class="o_setting_left_pane" />
<div class="o_setting_right_pane">
<div class="row" id="commission_date_range_type_id">
<label
for="commission_date_range_type_id"
class="col-md-5"
/>
<field name="commission_date_range_type_id" />
</div>
</div>
</div>
</div>
</xpath>
</field>
</record>
</odoo>

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commission_simple/views/res_users.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019-2024 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="view_users_form" model="ir.ui.view">
<field name="name">commission.res.users.form</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<group name="preferences" position="after">
<group name="commission" string="Commission" groups="account.group_account_manager">
<field name="commission_profile_id"/>
</group>
</group>
</field>
</record>
<record id="view_users_tree" model="ir.ui.view">
<field name="name">commission.res.users.tree</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_tree"/>
<field name="arch" type="xml">
<field name="login_date" position="after">
<field name="commission_profile_id" optional="hide" groups="account.group_account_manager"/>
</field>
</field>
</record>
</odoo>

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from . import commission_compute
from . import res_config_settings

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commission_simple/wizards/commission_compute.py Normal file
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# Copyright 2019-2024 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 api, fields, models, _
from dateutil.relativedelta import relativedelta
from odoo.exceptions import UserError
import logging
logger = logging.getLogger(__name__)
class CommissionCompute(models.TransientModel):
_name = 'commission.compute'
_description = 'Compute Commissions'
company_id = fields.Many2one('res.company', required=True, default=lambda self: self.env.company)
date_range_type_id = fields.Many2one(related='company_id.commission_date_range_type_id')
date_range_id = fields.Many2one(
'date.range', required=True, string='Period',
compute='_compute_date_range_id', store=True, precompute=True, readonly=False,
domain="[('type_id', '=', date_range_type_id)]")
date_start = fields.Date(related='date_range_id.date_start')
date_end = fields.Date(related='date_range_id.date_end')
@api.depends('company_id')
def _compute_date_range_id(self):
for wiz in self:
date_range_id = False
company = wiz.company_id
if company and company.commission_date_range_type_id:
type_id = company.commission_date_range_type_id.id
last_commission_result = self.env['commission.result'].search([
('company_id', '=', company.id),
], order='date_end desc', limit=1)
limit_date = last_commission_result and last_commission_result.date_end or (fields.Date.context_today(self) + relativedelta(months=-2, day=31))
date_range = self.env['date.range'].search([
('company_id', 'in', (company.id, False)),
('type_id', '=', type_id),
('date_start', '>', limit_date)
], order='date_start', limit=1)
date_range_id = date_range and date_range.id or False
wiz.date_range_id = date_range_id
def run(self):
self.ensure_one()
creso = self.env['commission.result']
date_range = self.date_range_id
existing_commissions = creso.search([
('date_range_id', '=', date_range.id),
('company_id', '=', self.company_id.id),
])
if existing_commissions:
raise UserError(_(
'Commissions already exist for %(period)s in company %(company)s.',
period=date_range.display_name, company=self.company_id.display_name))
com_result_ids = self._core_compute()
if not com_result_ids:
raise UserError(_('No commissions generated.'))
action = self.env['ir.actions.actions']._for_xml_id(
'commission_simple.commission_result_action')
action.update({
'views': False,
'domain': f"[('id', 'in', {com_result_ids})]",
})
return action
def _core_compute(self):
rules = self.env['commission.rule'].load_all_rules()
com_result_ids = []
assignments = self.env['commission.profile.assignment'].search([('company_id', '=', self.company_id.id)])
for assignment in assignments:
com_result = assignment._generate_commission_result(self.date_range_id, rules)
if com_result:
com_result_ids.append(com_result.id)
else:
logger.info("No commission for %s", assignment._get_partner().display_name)
return com_result_ids

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commission_simple/wizards/commission_compute_view.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019-2024 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_compute_form" model="ir.ui.view">
<field name="name">commission.compute.form</field>
<field name="model">commission.compute</field>
<field name="arch" type="xml">
<form>
<group name="main">
<field name="company_id" groups="base.group_multi_company"/>
<field name="company_id" invisible="1"/>
<field name="date_range_type_id" invisible="1"/>
<field name="date_range_id"/>
<field name="date_start"/>
<field name="date_end"/>
</group>
<footer>
<button name="run" type="object" string="Compute"
class="btn-primary"/>
<button special="cancel" string="Cancel"/>
</footer>
</form>
</field>
</record>
<record id="commission_compute_action" model="ir.actions.act_window">
<field name="name">Compute Commissions</field>
<field name="res_model">commission.compute</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
<menuitem id="commission_compute_menu" action="commission_compute_action" parent="commission_root" sequence="15" groups="account.group_account_user"/>
</odoo>

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commission_simple/wizards/res_config_settings.py Normal file
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# Copyright 2019-2024 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).
from odoo import fields, models
class ResConfigSettings(models.TransientModel):
_inherit = 'res.config.settings'
commission_date_range_type_id = fields.Many2one(
related='company_id.commission_date_range_type_id', readonly=False)