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[MIG] account_invoice_margin: from v12 to v14

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Alexis de Lattre
2025-01-16 16:07:25 +01:00
parent 33da5cd370
commit 9ff6e15b45
9 changed files with 252 additions and 268 deletions
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3
account_invoice_margin/__init__.py
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@@ -1,2 +1 @@
from . import account_invoice
from . import account_invoice_report
from . import models

6
account_invoice_margin/__manifest__.py
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@@ -4,7 +4,7 @@
{
'name': 'Account Invoice Margin',
'version': '12.0.1.0.0',
'version': '14.0.1.0.0',
'category': 'Invoicing Management',
'license': 'AGPL-3',
'summary': 'Copy standard price on invoice line and compute margins',
@@ -15,10 +15,10 @@ This module has been written by Alexis de Lattre from Akretion
<alexis.delattre@akretion.com>.
""",
'author': 'Akretion',
'website': 'http://www.akretion.com',
'website': 'https://github.com/akretion/odoo-usability',
'depends': ['account'],
'data': [
'account_invoice_view.xml',
'views/account_move.xml',
],
'installable': False,
}

152
account_invoice_margin/account_invoice.py
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@@ -1,152 +0,0 @@
# Copyright 2015-2019 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).
from odoo import api, fields, models
import odoo.addons.decimal_precision as dp
class AccountInvoiceLine(models.Model):
_inherit = 'account.invoice.line'
standard_price_company_currency = fields.Float(
string='Cost Price in Company Currency', readonly=True,
digits=dp.get_precision('Product Price'),
help="Cost price in company currency in the unit of measure "
"of the invoice line (which may be different from the unit "
"of measure of the product).")
standard_price_invoice_currency = fields.Float(
string='Cost Price in Invoice Currency', readonly=True,
compute='_compute_margin', store=True,
digits=dp.get_precision('Product Price'),
help="Cost price in invoice currency in the unit of measure "
"of the invoice line")
margin_invoice_currency = fields.Monetary(
string='Margin in Invoice Currency', readonly=True, store=True,
compute='_compute_margin', currency_field='currency_id')
margin_company_currency = fields.Monetary(
string='Margin in Company Currency', readonly=True, store=True,
compute='_compute_margin', currency_field='company_currency_id')
margin_rate = fields.Float(
string="Margin Rate", readonly=True, store=True,
compute='_compute_margin',
digits=(16, 2), help="Margin rate in percentage of the sale price")
@api.depends(
'standard_price_company_currency', 'invoice_id.currency_id',
'invoice_id.type', 'invoice_id.company_id',
'invoice_id.date_invoice', 'quantity', 'price_subtotal')
def _compute_margin(self):
for il in self:
standard_price_inv_cur = 0.0
margin_inv_cur = 0.0
margin_comp_cur = 0.0
margin_rate = 0.0
inv = il.invoice_id
if inv and inv.type in ('out_invoice', 'out_refund'):
# it works in _get_current_rate
# even if we set date = False in context
# standard_price_inv_cur is in the UoM of the invoice line
date = inv._get_currency_rate_date() or\
fields.Date.context_today(self)
company = inv.company_id
company_currency = company.currency_id
standard_price_inv_cur =\
company_currency._convert(
il.standard_price_company_currency,
inv.currency_id, company, date)
margin_inv_cur =\
il.price_subtotal - il.quantity * standard_price_inv_cur
margin_comp_cur = inv.currency_id._convert(
margin_inv_cur, company_currency, company, date)
if il.price_subtotal:
margin_rate = 100 * margin_inv_cur / il.price_subtotal
# for a refund, margin should be negative
# but margin rate should stay positive
if inv.type == 'out_refund':
margin_inv_cur *= -1
margin_comp_cur *= -1
il.standard_price_invoice_currency = standard_price_inv_cur
il.margin_invoice_currency = margin_inv_cur
il.margin_company_currency = margin_comp_cur
il.margin_rate = margin_rate
# We want to copy standard_price on invoice line for customer
# invoice/refunds. We can't do that via on_change of product_id,
# because it is not always played when invoice is created from code
# => we inherit write/create
# We write standard_price_company_currency even on supplier invoice/refunds
# because we don't have access to the 'type' of the invoice
@api.model
def create(self, vals):
if vals.get('product_id'):
pp = self.env['product.product'].browse(vals['product_id'])
std_price = pp.standard_price
inv_uom_id = vals.get('uom_id')
if inv_uom_id and inv_uom_id != pp.uom_id.id:
inv_uom = self.env['uom.uom'].browse(inv_uom_id)
std_price = pp.uom_id._compute_price(
std_price, inv_uom)
vals['standard_price_company_currency'] = std_price
return super(AccountInvoiceLine, self).create(vals)
def write(self, vals):
if not vals:
vals = {}
if 'product_id' in vals or 'uom_id' in vals:
for il in self:
if 'product_id' in vals:
if vals.get('product_id'):
pp = self.env['product.product'].browse(
vals['product_id'])
else:
pp = False
else:
pp = il.product_id or False
# uom_id is NOT a required field
if 'uom_id' in vals:
if vals.get('uom_id'):
inv_uom = self.env['uom.uom'].browse(
vals['uom_id'])
else:
inv_uom = False
else:
inv_uom = il.uom_id or False
std_price = 0.0
if pp:
std_price = pp.standard_price
if inv_uom and inv_uom != pp.uom_id:
std_price = pp.uom_id._compute_price(
std_price, inv_uom)
il.write({'standard_price_company_currency': std_price})
return super(AccountInvoiceLine, self).write(vals)
class AccountInvoice(models.Model):
_inherit = 'account.invoice'
margin_invoice_currency = fields.Monetary(
string='Margin in Invoice Currency',
compute='_compute_margin', store=True, readonly=True,
currency_field='currency_id')
margin_company_currency = fields.Monetary(
string='Margin in Company Currency',
compute='_compute_margin', store=True, readonly=True,
currency_field='company_currency_id')
@api.depends(
'type',
'invoice_line_ids.margin_invoice_currency',
'invoice_line_ids.margin_company_currency')
def _compute_margin(self):
res = self.env['account.invoice.line'].read_group(
[('invoice_id', 'in', self.ids)],
['invoice_id', 'margin_invoice_currency',
'margin_company_currency'],
['invoice_id'])
for re in res:
if re['invoice_id']:
inv = self.browse(re['invoice_id'][0])
if inv.type in ('out_invoice', 'out_refund'):
inv.margin_invoice_currency = re['margin_invoice_currency']
inv.margin_company_currency = re['margin_company_currency']

60
account_invoice_margin/account_invoice_report.py
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@@ -1,60 +0,0 @@
# Copyright 2018-2019 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).
from odoo import api, fields, models
class AccountInvoiceReport(models.Model):
_inherit = 'account.invoice.report'
margin = fields.Float(string='Margin', readonly=True)
# why digits=0 ??? Why is it like that in the native "account" module
user_currency_margin = fields.Float(
string="Margin", compute='_compute_user_currency_margin', digits=0)
_depends = {
'account.invoice': [
'account_id', 'amount_total_company_signed',
'commercial_partner_id', 'company_id',
'currency_id', 'date_due', 'date_invoice', 'fiscal_position_id',
'journal_id', 'number', 'partner_bank_id', 'partner_id',
'payment_term_id', 'residual', 'state', 'type', 'user_id',
],
'account.invoice.line': [
'account_id', 'invoice_id', 'price_subtotal', 'product_id',
'quantity', 'uom_id', 'account_analytic_id',
'margin_company_currency',
],
'product.product': ['product_tmpl_id'],
'product.template': ['categ_id'],
'uom.uom': ['category_id', 'factor', 'name', 'uom_type'],
'res.currency.rate': ['currency_id', 'name'],
'res.partner': ['country_id'],
}
@api.depends('currency_id', 'date', 'margin')
def _compute_user_currency_margin(self):
user_currency = self.env.user.company_id.currency_id
currency_rate = self.env['res.currency.rate'].search([
('rate', '=', 1),
'|',
('company_id', '=', self.env.user.company_id.id),
('company_id', '=', False)], limit=1)
base_currency = currency_rate.currency_id
for record in self:
date = record.date or fields.Date.today()
company = record.company_id
record.user_currency_margin = base_currency._convert(
record.margin, user_currency, company, date)
# TODO check for refunds
def _sub_select(self):
select_str = super(AccountInvoiceReport, self)._sub_select()
select_str += ", SUM(ail.margin_company_currency) AS margin"
return select_str
def _select(self):
select_str = super(AccountInvoiceReport, self)._select()
select_str += ", sub.margin AS margin"
return select_str

51
account_invoice_margin/account_invoice_view.xml
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@@ -1,51 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
© 2015-2017 Akretion (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="view_invoice_line_form" model="ir.ui.view">
<field name="name">margin.account.invoice.line.form</field>
<field name="model">account.invoice.line</field>
<field name="inherit_id" ref="account.view_invoice_line_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='analytic_tag_ids']/.." position="inside">
<field name="standard_price_company_currency"
string="Cost Price in Comp. Cur."
groups="base.group_no_one"/>
<field name="standard_price_invoice_currency"
string="Cost Price in Inv. Cur."
groups="base.group_no_one"/>
<field name="margin_invoice_currency"
string="Margin in Inv. Cur."
groups="base.group_no_one"/>
<field name="margin_company_currency"
string="Margin in Comp. Cur."
groups="base.group_no_one"/>
<label for="margin_rate" groups="base.group_no_one"/>
<div name="margin_rate" groups="base.group_no_one">
<field name="margin_rate" class="oe_inline"/> %
</div>
</xpath>
</field>
</record>
<record id="invoice_form" model="ir.ui.view">
<field name="name">margin.account.invoice.form</field>
<field name="model">account.invoice</field>
<field name="inherit_id" ref="account.invoice_form"/>
<field name="arch" type="xml">
<field name="move_id" position="after">
<field name="margin_invoice_currency"
string="Margin in Inv. Cur." groups="base.group_no_one"/>
<field name="margin_company_currency"
string="Margin in Comp. Cur." groups="base.group_no_one"/>
</field>
</field>
</record>
</odoo>

2
account_invoice_margin/models/__init__.py Normal file
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@@ -0,0 +1,2 @@
from . import account_move
from . import account_invoice_report

36
account_invoice_margin/models/account_invoice_report.py Normal file
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@@ -0,0 +1,36 @@
# Copyright 2018-2019 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).
from odoo import api, fields, models
class AccountInvoiceReport(models.Model):
_inherit = 'account.invoice.report'
margin = fields.Float(string='Margin', readonly=True)
# added margin_company_currency on account.move.line
_depends = {
'account.move': [
'name', 'state', 'move_type', 'partner_id', 'invoice_user_id', 'fiscal_position_id',
'invoice_date', 'invoice_date_due', 'invoice_payment_term_id', 'partner_bank_id',
],
'account.move.line': [
'quantity', 'price_subtotal', 'amount_residual', 'balance', 'amount_currency',
'move_id', 'product_id', 'product_uom_id', 'account_id', 'analytic_account_id',
'journal_id', 'company_id', 'currency_id', 'partner_id',
'margin_company_currency',
],
'product.product': ['product_tmpl_id'],
'product.template': ['categ_id'],
'uom.uom': ['category_id', 'factor', 'name', 'uom_type'],
'res.currency.rate': ['currency_id', 'name'],
'res.partner': ['country_id'],
}
@api.model
def _select(self):
select_str = super()._select()
select_str += ", line.margin_company_currency * currency_table.rate AS margin"
return select_str

155
account_invoice_margin/models/account_move.py Normal file
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@@ -0,0 +1,155 @@
# Copyright 2015-2021 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
class AccountMoveLine(models.Model):
_inherit = 'account.move.line'
standard_price_company_currency = fields.Float(
string='Unit Cost Price in Company Currency', readonly=True,
digits='Product Price',
help="Unit Cost price in company currency in the unit of measure "
"of the invoice line (which may be different from the unit "
"of measure of the product).")
standard_price_invoice_currency = fields.Float(
string='Unit Cost Price in Invoice Currency',
compute='_compute_margin', store=True, digits='Product Price',
help="Unit Cost price in invoice currency in the unit of measure "
"of the invoice line.")
margin_invoice_currency = fields.Monetary(
string='Margin in Invoice Currency', store=True,
compute='_compute_margin', currency_field='currency_id')
margin_company_currency = fields.Monetary(
string='Margin in Company Currency', store=True,
compute='_compute_margin', currency_field='company_currency_id')
margin_rate = fields.Float(
string="Margin Rate", readonly=True, store=True,
compute='_compute_margin',
digits=(16, 2), help="Margin rate in percentage of the sale price")
@api.depends(
'standard_price_company_currency', 'move_id.currency_id',
'move_id.move_type', 'move_id.company_id',
'move_id.invoice_date', 'quantity', 'price_subtotal')
def _compute_margin(self):
for ml in self:
standard_price_inv_cur = 0.0
margin_inv_cur = 0.0
margin_comp_cur = 0.0
margin_rate = 0.0
move = ml.move_id
if move.move_type and move.move_type in ('out_invoice', 'out_refund'):
# it works in _get_current_rate
# even if we set date = False in context
# standard_price_inv_cur is in the UoM of the invoice line
date = move.date or fields.Date.context_today(self)
company = move.company_id
company_currency = company.currency_id
standard_price_inv_cur =\
company_currency._convert(
ml.standard_price_company_currency,
ml.currency_id, company, date)
margin_inv_cur =\
ml.price_subtotal - ml.quantity * standard_price_inv_cur
margin_comp_cur = move.currency_id._convert(
margin_inv_cur, company_currency, company, date)
if ml.price_subtotal:
margin_rate = 100 * margin_inv_cur / ml.price_subtotal
# for a refund, margin should be negative
# but margin rate should stay positive
if move.move_type == 'out_refund':
margin_inv_cur *= -1
margin_comp_cur *= -1
ml.standard_price_invoice_currency = standard_price_inv_cur
ml.margin_invoice_currency = margin_inv_cur
ml.margin_company_currency = margin_comp_cur
ml.margin_rate = margin_rate
# We want to copy standard_price on invoice line for customer
# invoice/refunds. We can't do that via on_change of product_id,
# because it is not always played when invoice is created from code
# => we inherit write/create
# We write standard_price_company_currency even on supplier invoice/refunds
# because we don't have access to the 'type' of the invoice
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('product_id') and not vals.get('display_type'):
pp = self.env['product.product'].browse(vals['product_id'])
std_price = pp.standard_price
inv_uom_id = vals.get('product_uom_id')
if inv_uom_id and inv_uom_id != pp.uom_id.id:
inv_uom = self.env['uom.uom'].browse(inv_uom_id)
std_price = pp.uom_id._compute_price(
std_price, inv_uom)
vals['standard_price_company_currency'] = std_price
return super().create(vals_list)
def write(self, vals):
if not vals:
vals = {}
if 'product_id' in vals or 'product_uom_id' in vals:
for il in self:
if 'product_id' in vals:
if vals.get('product_id'):
pp = self.env['product.product'].browse(
vals['product_id'])
else:
pp = False
else:
pp = il.product_id or False
# uom_id is NOT a required field
if 'product_uom_id' in vals:
if vals.get('product_uom_id'):
inv_uom = self.env['uom.uom'].browse(
vals['product_uom_id'])
else:
inv_uom = False
else:
inv_uom = il.uom_id or False
std_price = 0.0
if pp:
std_price = pp.standard_price
if inv_uom and inv_uom != pp.uom_id:
std_price = pp.uom_id._compute_price(
std_price, inv_uom)
il.write({'standard_price_company_currency': std_price})
return super().write(vals)
class AccountMove(models.Model):
_inherit = 'account.move'
margin_invoice_currency = fields.Monetary(
string='Margin in Invoice Currency',
compute='_compute_margin', store=True,
currency_field='currency_id')
margin_company_currency = fields.Monetary(
string='Margin in Company Currency',
compute='_compute_margin', store=True,
currency_field='company_currency_id')
@api.depends(
'move_type',
'invoice_line_ids.margin_invoice_currency',
'invoice_line_ids.margin_company_currency')
def _compute_margin(self):
rg_res = self.env['account.move.line'].read_group(
[
('move_id', 'in', self.ids),
('display_type', '=', False),
('exclude_from_invoice_tab', '=', False),
('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
],
['move_id', 'margin_invoice_currency:sum', 'margin_company_currency:sum'],
['move_id'])
mapped_data = dict([(x['move_id'][0], {
'margin_invoice_currency': x['margin_invoice_currency'],
'margin_company_currency': x['margin_company_currency'],
}) for x in rg_res])
for move in self:
move.margin_invoice_currency = mapped_data.get(move.id, {}).get('margin_invoice_currency')
move.margin_company_currency = mapped_data.get(move.id, {}).get('margin_company_currency')

55
account_invoice_margin/views/account_move.xml Normal file
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@@ -0,0 +1,55 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2015-2024 Akretion (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="view_move_form" model="ir.ui.view">
<field name="name">margin.account.move.form</field>
<field name="model">account.move</field>
<field name="inherit_id" ref="account.view_move_form"/>
<field name="arch" type="xml">
<group name="sale_info_group" position="inside">
<field name="margin_invoice_currency"
groups="base.group_no_one"
attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="margin_company_currency"
groups="base.group_no_one"
attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
</group>
<xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='price_total']" position="after">
<field name="standard_price_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="margin_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="margin_rate" optional="hide" string="Margin Rate (%)" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
</xpath>
<xpath expr="//field[@name='invoice_line_ids']/form//field[@name='price_total']/.." position="inside">
<field name="standard_price_company_currency"
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="standard_price_invoice_currency"
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="margin_invoice_currency"
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<field name="margin_company_currency"
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<label for="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
<div name="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}">
<field name="margin_rate" class="oe_inline"/> %
</div>
</xpath>
</field>
</record>
<record id="view_invoice_tree" model="ir.ui.view">
<field name="model">account.move</field>
<field name="inherit_id" ref="account.view_invoice_tree"/>
<field name="arch" type="xml">
<field name="amount_residual_signed" position="after">
<field name="margin_company_currency" optional="hide" sum="1" invisible="context.get('default_move_type') not in ('out_invoice', 'out_refund')" string="Margin"/>
</field>
</field>
</record>
</odoo>