Add module commission_simple and commission_simple_sale
Improve view inheritance in account_usability
This commit is contained in:
@@ -374,8 +374,9 @@ module -->
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<field name="model">account.move.line</field>
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<field name="inherit_id" ref="account.view_move_line_tree"/>
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<field name="arch" type="xml">
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<!-- Move reconcile_id to a better position -->
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<field name="full_reconcile_id" position="replace"/>
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<field name="full_reconcile_id" position="attributes">
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<attribute name="invisible">1</attribute>
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</field>
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<field name="credit" position="after">
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<field name="balance" sum="Total Balance"/>
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<field name="reconcile_string"/>
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4
commission_simple/__init__.py
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4
commission_simple/__init__.py
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@@ -0,0 +1,4 @@
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# -*- coding: utf-8 -*-
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from . import models
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from . import wizard
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47
commission_simple/__manifest__.py
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47
commission_simple/__manifest__.py
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@@ -0,0 +1,47 @@
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# -*- coding: utf-8 -*-
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# Copyright 2019 Akretion France (http://www.akretion.com)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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'name': 'Commission Simple',
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'version': '10.0.1.0.0',
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'category': 'Sales',
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'license': 'AGPL-3',
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'summary': 'Compute commissions for salesman',
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'description': """
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Commission Simple
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=================
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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.
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Here is a short description of this module:
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* create commission profiles using rules (per product category, per product, per product and customer, etc.),
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* the commission rules can have a start and end date (optional),
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* commissionning can happen on invoicing or on payment,
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* each invoice line can only be commissionned to one salesman,
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* commission reports are stored in Odoo.
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This module has been written by Alexis de Lattre from Akretion
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<alexis.delattre@akretion.com>.
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""",
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'author': 'Akretion',
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'website': 'http://www.akretion.com',
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'depends': [
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'account',
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'date_range',
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# this uses some related fields on account.invoice.line
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'account_usability',
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],
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'data': [
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'data/decimal_precision.xml',
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'views/commission.xml',
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'views/res_users.xml',
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'views/account_config_settings.xml',
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'wizard/commission_compute_view.xml',
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'security/ir.model.access.csv',
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'security/rule.xml',
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],
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'installable': True,
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}
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11
commission_simple/data/decimal_precision.xml
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11
commission_simple/data/decimal_precision.xml
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@@ -0,0 +1,11 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<record forcecreate="True" id="commission_rate" model="decimal.precision">
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<field name="name">Commission Rate</field>
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<field name="digits">2</field>
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</record>
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</odoo>
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7
commission_simple/models/__init__.py
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7
commission_simple/models/__init__.py
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@@ -0,0 +1,7 @@
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# -*- coding: utf-8 -*-
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from . import commission
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from . import res_users
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from . import res_company
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from . import account_config_settings
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from . import account_invoice_line
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13
commission_simple/models/account_config_settings.py
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13
commission_simple/models/account_config_settings.py
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@@ -0,0 +1,13 @@
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# -*- coding: utf-8 -*-
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# Copyright 2019 Akretion France (http://www.akretion.com/)
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# @author: Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class AccountConfigSettings(models.TransientModel):
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_inherit = 'account.config.settings'
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commission_date_range_type_id = fields.Many2one(
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related='company_id.commission_date_range_type_id', readonly=False)
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108
commission_simple/models/account_invoice_line.py
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108
commission_simple/models/account_invoice_line.py
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@@ -0,0 +1,108 @@
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# -*- coding: utf-8 -*-
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# Copyright 2019 Akretion France (http://www.akretion.com/)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models
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import odoo.addons.decimal_precision as dp
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class AccountInvoiceLine(models.Model):
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_inherit = 'account.invoice.line'
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user_id = fields.Many2one(
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related='invoice_id.user_id', store=True, readonly=True)
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product_categ_id = fields.Many2one(
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related='product_id.categ_id', store=True, readonly=True)
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commission_result_id = fields.Many2one(
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'commission.result', string='Commission Result')
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commission_rule_id = fields.Many2one(
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'commission.rule', 'Matched Commission Rule', ondelete='restrict')
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commission_base = fields.Monetary('Commission Base', currency_field='company_currency_id')
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commission_rate = fields.Float('Commission Rate', digits=dp.get_precision('Commission Rate'))
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commission_amount = fields.Monetary(
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string='Commission Amount', currency_field='company_currency_id',
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readonly=True, compute='_compute_commission_amount', store=True)
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@api.depends('commission_rate', 'commission_base')
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def _compute_amount(self):
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for line in self:
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line.commission_amount = line.commission_rate * line.commission_base / 100.0
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def compute_commission_for_one_user(self, user, date_range, rules):
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profile = user.commission_profile_id
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assert profile
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domain = [
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('invoice_type', 'in', ('out_invoice', 'out_refund')),
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('date_invoice', '<=', date_range.date_end),
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('company_id', '=', self.env.user.company_id.id),
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('user_id', '=', user.id),
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('commission_result_id', '=', False),
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]
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if profile.trigger_type == 'invoice':
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domain.append(('state', 'in', ('open', 'paid')))
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elif profile.trigger_type == 'payment':
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# TODO : for this trigger, we would need to filter
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# out the invoices paid after the end date of the period compute
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domain.append(('state', '=', 'paid'))
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else:
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raise
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ilines = self.search(domain, order='date_invoice, invoice_id, sequence')
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com_result = self.env['commission.result'].create({
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'user_id': user.id,
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'profile_id': profile.id,
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'date_range_id': date_range.id,
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})
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total = 0.0
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for iline in ilines:
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rule = iline._match_commission_rule(rules[profile.id])
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if rule:
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lvals = iline._prepare_commission_data(rule, com_result)
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if lvals:
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iline.write(lvals)
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total += lvals['commission_amount']
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com_result.amount_total = total
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return com_result
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def _match_commission_rule(self, rules):
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# commission rules are already in the right order
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self.ensure_one()
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for rule in rules:
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if rule['date_start'] and rule['date_start'] > self.date_invoice:
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continue
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if rule['date_end'] and rule['date_end'] < self.date_invoice:
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continue
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if rule['applied_on'] == '0_customer_product':
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if (
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self.commercial_partner_id.id in
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rule['partner_ids'] and
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self.product_id.id in rule['product_ids']):
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return rule
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elif rule['applied_on'] == '1_customer_product_category':
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if (
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self.commercial_partner_id.id in
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rule['partner_ids'] and
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self.product_categ_id.id in rule['product_categ_ids']):
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return rule
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elif rule['applied_on'] == '2_product':
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if self.product_id.id in rule['product_ids']:
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return rule
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elif rule['applied_on'] == '3_product_category':
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if self.product_categ_id.id in rule['product_categ_ids']:
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return rule
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elif rule['applied_on'] == '4_global':
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return rule
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return False
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def _prepare_commission_data(self, rule, commission_result):
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self.ensure_one()
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lvals = {
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'commission_result_id': commission_result.id,
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'commission_rule_id': rule['id'],
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# company currency
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'commission_base': self.price_subtotal_signed,
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'commission_rate': rule['rate'],
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'commission_amount': rule['rate'] * self.price_subtotal_signed,
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}
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return lvals
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120
commission_simple/models/commission.py
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120
commission_simple/models/commission.py
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@@ -0,0 +1,120 @@
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# -*- coding: utf-8 -*-
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# Copyright Akretion France (http://www.akretion.com/)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models, api
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import odoo.addons.decimal_precision as dp
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class CommissionProfile(models.Model):
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_name = 'commission.profile'
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_description = 'Commission Profile'
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name = fields.Char(string='Name of the Profile', required=True)
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active = fields.Boolean(string='Active', default=True)
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company_id = fields.Many2one(
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'res.company', string='Company',
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required=True,
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default=lambda self: self.env['res.company']._company_default_get())
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line_ids = fields.One2many(
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'commission.rule', 'profile_id', string='Commission Rules')
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trigger_type = fields.Selection([
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('invoice', 'Invoicing'),
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('payment', 'Payment'),
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], default='invoice', string='Trigger', required=True)
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class CommissionRule(models.Model):
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_name = 'commission.rule'
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_description = 'Commission Rule'
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_order = 'profile_id, applied_on'
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partner_ids = fields.Many2many(
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'res.partner', string='Customers',
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domain=[('parent_id', '=', False), ('customer', '=', True)])
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product_categ_ids = fields.Many2many(
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'product.category', string="Product Categories",
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domain=[('type', '=', 'normal')])
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product_ids = fields.Many2many('product.product', string='Products')
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date_start = fields.Date('Start Date')
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date_end = fields.Date('End Date')
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profile_id = fields.Many2one(
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'commission.profile', string='Profile', ondelete='cascade')
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company_id = fields.Many2one(
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related='profile_id.company_id', store=True, readonly=True)
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rate = fields.Float(
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'Commission Rate', digits=dp.get_precision('Commission Rate'),
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copy=False)
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applied_on = fields.Selection([
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('0_customer_product', 'Products and Customers'),
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('1_customer_product_category', "Product Categories and Customers"),
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('2_product', "Products"),
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('3_product_category', "Product Categories"),
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('4_global', u'Global')],
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string='Apply On', default='4_global', required=True)
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active = fields.Boolean(string='Active', default=True)
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@api.model
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def load_all_rules(self):
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rules = self.search_read()
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res = {} # key = profile, value = [rule1 recordset, rule2]
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for rule in rules:
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if rule['profile_id']:
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if rule['profile_id'][0] not in res:
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res[rule['profile_id'][0]] = [rule]
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else:
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res[rule['profile_id'][0]].append(rule)
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return res
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_sql_constraints = [(
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'rate_positive',
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'CHECK(rate >= 0)',
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'Rate must be positive !')]
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class CommissionResult(models.Model):
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_name = 'commission.result'
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_description = "Commission Result"
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_order = 'date_start desc'
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user_id = fields.Many2one(
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'res.users', 'Salesman', required=True, ondelete='restrict',
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readonly=True)
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profile_id = fields.Many2one(
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'commission.profile', string='Commission Profile',
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readonly=True)
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company_id = fields.Many2one(
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'res.company', string='Company',
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required=True, readonly=True,
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default=lambda self: self.env['res.company']._company_default_get())
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company_currency_id = fields.Many2one(
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related='company_id.currency_id', string='Company Currency',
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readonly=True, store=True)
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date_range_id = fields.Many2one(
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'date.range', required=True, string='Period', readonly=True)
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date_start = fields.Date(
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related='date_range_id.date_start', readonly=True, store=True)
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date_end = fields.Date(
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related='date_range_id.date_end', readonly=True, store=True)
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line_ids = fields.One2many(
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'account.invoice.line', 'commission_result_id', 'Commission Lines',
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readonly=True)
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amount_total = fields.Monetary(
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string='Commission Total', currency_field='company_currency_id',
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help='This is the total amount at the date of the computation of the commission',
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readonly=True)
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def name_get(self):
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res = []
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for result in self:
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name = '%s (%s)' % (result.user_id.name, result.date_range_id.name)
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res.append((result.id, name))
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return res
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_sql_constraints = [(
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'salesman_period_company_unique',
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'unique(company_id, commission_partner_id, date_range_id)',
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'A commission result already exists for this salesman for '
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'the same period')]
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14
commission_simple/models/res_company.py
Normal file
14
commission_simple/models/res_company.py
Normal file
@@ -0,0 +1,14 @@
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# -*- coding: utf-8 -*-
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# Copyright 2019 Akretion France (http://www.akretion.com/)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class ResCompany(models.Model):
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_inherit = 'res.company'
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commission_date_range_type_id = fields.Many2one(
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'date.range.type', string='Commission Periodicity')
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15
commission_simple/models/res_users.py
Normal file
15
commission_simple/models/res_users.py
Normal file
@@ -0,0 +1,15 @@
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# -*- coding: utf-8 -*-
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# Copyright 2019 Akretion France (http://www.akretion.com/)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class ResUsers(models.Model):
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_inherit = 'res.users'
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commission_profile_id = fields.Many2one(
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'commission.profile', string='Commission Profile',
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company_dependant=True)
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7
commission_simple/security/ir.model.access.csv
Normal file
7
commission_simple/security/ir.model.access.csv
Normal file
@@ -0,0 +1,7 @@
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_commission_profile_read,Read access on commission.profile for employees,model_commission_profile,base.group_user,1,0,0,0
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access_commission_profile_full,Full access on commission.profile for financial manager,model_commission_profile,account.group_account_manager,1,1,1,1
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access_commission_rule_full,Full access on commission.rule for financial manager,model_commission_rule,account.group_account_manager,1,1,1,1
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access_commission_rule_read,Read access on commission.rule for invoicing group,model_commission_rule,account.group_account_invoice,1,0,0,0
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access_commission_result_full,Full access on commission.result to accountant,model_commission_result,account.group_account_user,1,1,1,1
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access_commission_result_read,Read access on commission.result to invoicing grp,model_commission_result,account.group_account_invoice,1,0,0,0
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30
commission_simple/security/rule.xml
Normal file
30
commission_simple/security/rule.xml
Normal file
@@ -0,0 +1,30 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2019 Akretion France (http://www.akretion.com)
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@author Alexis de Lattre <alexis.delattre@akretion.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
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-->
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<odoo noupdate="1">
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<record id="commission_profile_rule" model="ir.rule">
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<field name="name">Commission Profile multi-company</field>
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<field name="model_id" ref="model_commission_profile"/>
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<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
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</record>
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<record id="commission_rule_rule" model="ir.rule">
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<field name="name">Commission Rule multi-company</field>
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<field name="model_id" ref="model_commission_rule"/>
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<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
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</record>
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<record id="commission_result_rule" model="ir.rule">
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<field name="name">Commission Result multi-company</field>
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<field name="model_id" ref="model_commission_result"/>
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<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
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</record>
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</odoo>
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31
commission_simple/views/account_config_settings.xml
Normal file
31
commission_simple/views/account_config_settings.xml
Normal file
@@ -0,0 +1,31 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!--
|
||||
Copyright 2019 Akretion France
|
||||
@author: Alexis de Lattre <alexis.delattre@akretion.com>
|
||||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
-->
|
||||
|
||||
<odoo>
|
||||
|
||||
|
||||
<record id="view_account_config_settings" model="ir.ui.view">
|
||||
<field name="name">commission.account.config.settings.form</field>
|
||||
<field name="model">account.config.settings</field>
|
||||
<field name="inherit_id" ref="account.view_account_config_settings" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//div[@name='invoice_taxes']/.." position="after">
|
||||
<group name="commission">
|
||||
<label for="id" string="Commission"/>
|
||||
<div name="commission">
|
||||
<div name="commission_date_range_type">
|
||||
<label for="commission_date_range_type_id"/>
|
||||
<field name="commission_date_range_type_id" class="oe_inline"/>
|
||||
</div>
|
||||
</div>
|
||||
</group>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
</odoo>
|
||||
211
commission_simple/views/commission.xml
Normal file
211
commission_simple/views/commission.xml
Normal file
@@ -0,0 +1,211 @@
|
||||
<?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 string="Commission Profile">
|
||||
<sheet>
|
||||
<div class="oe_button_box" name="button_box">
|
||||
<button name="toggle_active" type="object"
|
||||
class="oe_stat_button" icon="fa-archive">
|
||||
<field name="active" widget="boolean_button"
|
||||
options='{"terminology": "archive"}'/>
|
||||
</button>
|
||||
</div>
|
||||
<group name="main">
|
||||
<field name="name"/>
|
||||
<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"/>
|
||||
</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 string="Commission Profiles">
|
||||
<field name="name"/>
|
||||
<field name="trigger_type"/>
|
||||
<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 string="Commission Rules">
|
||||
<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="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">
|
||||
<field name="rate"/>
|
||||
</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 string="Règles de commission">
|
||||
<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"/>
|
||||
</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 string="Search in Commission Rules">
|
||||
<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 string="Commission Result">
|
||||
<group name="main">
|
||||
<group name="main-left">
|
||||
<field name="user_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"/>
|
||||
</group>
|
||||
<group name="main-right">
|
||||
<field name="date_range_id"/>
|
||||
<field name="date_start"/>
|
||||
<field name="date_end"/>
|
||||
</group>
|
||||
</group>
|
||||
<group name="lines" string="Invoice Lines">
|
||||
<field nolabel="1" name="line_ids">
|
||||
<tree>
|
||||
<field name="invoice_number"/>
|
||||
<field name="date_invoice"/>
|
||||
<field name="commercial_partner_id" string="Customer"/>
|
||||
<field name="name"/>
|
||||
<field name="quantity"/>
|
||||
<field name="uom_id"/>
|
||||
<field name="price_unit"/>
|
||||
<field name="currency_id"/>
|
||||
<field name="discount"/>
|
||||
<field name="price_subtotal_signed" string="Amount w/o tax in company cur."/>
|
||||
<field name="state"/>
|
||||
<field name="commission_base"/>
|
||||
<field name="commission_rate" string="Rate (%)"/>
|
||||
<field name="commission_amount" sum="1"/>
|
||||
<field name="commission_rule_id" string="Commission Rule"/>
|
||||
<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 string="Commission Results">
|
||||
<field name="date_range_id"/>
|
||||
<field name="user_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="Total"/>
|
||||
</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 string="Search Commission Results">
|
||||
<field name="user_id"/>
|
||||
<field name="date_range_id"/>
|
||||
<group name="groupby">
|
||||
<filter name="user_groupby" string="Salesman" context="{'group_by': 'user_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>
|
||||
25
commission_simple/views/res_users.xml
Normal file
25
commission_simple/views/res_users.xml
Normal file
@@ -0,0 +1,25 @@
|
||||
<?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="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">
|
||||
<xpath expr="//field[@name='action_id']/.." position="after">
|
||||
<group name="commission" string="Commission">
|
||||
<field name="commission_profile_id"/>
|
||||
</group>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
|
||||
</odoo>
|
||||
3
commission_simple/wizard/__init__.py
Normal file
3
commission_simple/wizard/__init__.py
Normal file
@@ -0,0 +1,3 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from . import commission_compute
|
||||
78
commission_simple/wizard/commission_compute.py
Normal file
78
commission_simple/wizard/commission_compute.py
Normal file
@@ -0,0 +1,78 @@
|
||||
# -*- coding: 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).
|
||||
|
||||
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 Commissoins'
|
||||
|
||||
@api.model
|
||||
def _default_date_range(self):
|
||||
drange_type = self.env.user.company_id.commission_date_range_type_id
|
||||
if not drange_type:
|
||||
return False
|
||||
today = fields.Date.from_string(fields.Date.context_today(self))
|
||||
first_day_last_month = today + relativedelta(months=-1, day=1)
|
||||
dranges = self.env['date.range'].search([
|
||||
('company_id', '=', self.env.user.company_id.id),
|
||||
('type_id', '=', drange_type.id),
|
||||
('date_start', '=', fields.Date.to_string(first_day_last_month))
|
||||
])
|
||||
return dranges and dranges[0] or dranges
|
||||
|
||||
date_range_id = fields.Many2one(
|
||||
'date.range', required=True, string='Period',
|
||||
default=lambda self: self._default_date_range())
|
||||
date_start = fields.Date(related='date_range_id.date_start', readonly=True)
|
||||
date_end = fields.Date(related='date_range_id.date_end', readonly=True)
|
||||
|
||||
def run(self):
|
||||
self.ensure_one()
|
||||
creso = self.env['commission.result']
|
||||
ruo = self.env['res.users']
|
||||
date_range = self.date_range_id
|
||||
existing_res = creso.search([('date_range_id', '=', date_range.id)])
|
||||
if existing_res:
|
||||
raise UserError(
|
||||
u'Il existe déjà des commissions pour cette période.')
|
||||
com_result_ids = self.core_compute()
|
||||
if not com_result_ids:
|
||||
raise UserError(_('No commission generated.'))
|
||||
action = self.env['ir.actions.act_window'].for_xml_id(
|
||||
'commission_simple', 'commission_result_action')
|
||||
action.update({
|
||||
'views': False,
|
||||
'domain': "[('id', 'in', %s)]" % com_result_ids,
|
||||
})
|
||||
return action
|
||||
|
||||
def core_compute(self):
|
||||
rules = self.env['commission.rule'].load_all_rules()
|
||||
ailo = self.env['account.invoice.line']
|
||||
ruo = self.env['res.users']
|
||||
com_result_ids = []
|
||||
for user in ruo.with_context(active_test=False).search([]):
|
||||
if user.commission_profile_id:
|
||||
if user.commission_profile_id.id not in rules:
|
||||
raise UserError(_(
|
||||
"The commission profile '%s' doesn't have any rules.")
|
||||
% user.commission_profile_id.name)
|
||||
com_result = ailo.compute_commission_for_one_user(user, self.date_range_id, rules)
|
||||
if com_result:
|
||||
com_result_ids.append(com_result.id)
|
||||
else:
|
||||
logger.debug(
|
||||
"Commission computation: salesman '%s' "
|
||||
"doesn't have a commission profile",
|
||||
user.name)
|
||||
return com_result_ids
|
||||
|
||||
|
||||
38
commission_simple/wizard/commission_compute_view.xml
Normal file
38
commission_simple/wizard/commission_compute_view.xml
Normal file
@@ -0,0 +1,38 @@
|
||||
<?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_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 string="Compute Commissions">
|
||||
<group name="main">
|
||||
<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>
|
||||
0
commission_simple_sale/__init__.py
Normal file
0
commission_simple_sale/__init__.py
Normal file
33
commission_simple_sale/__manifest__.py
Normal file
33
commission_simple_sale/__manifest__.py
Normal file
@@ -0,0 +1,33 @@
|
||||
# -*- coding: 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).
|
||||
|
||||
{
|
||||
'name': 'Commission Simple Sale',
|
||||
'version': '10.0.1.0.0',
|
||||
'category': 'Sales',
|
||||
'license': 'AGPL-3',
|
||||
'summary': 'Give access to commission results to Salesman',
|
||||
'description': """
|
||||
Commission Simple Sale
|
||||
======================
|
||||
|
||||
This module allows salesman to see their commissions in Odoo, under the Sales menu.
|
||||
|
||||
This module has been written by Alexis de Lattre from Akretion
|
||||
<alexis.delattre@akretion.com>.
|
||||
""",
|
||||
'author': 'Akretion',
|
||||
'website': 'http://www.akretion.com',
|
||||
'depends': [
|
||||
'sale',
|
||||
'commission_simple',
|
||||
],
|
||||
'data': [
|
||||
'views/commission.xml',
|
||||
'security/rule.xml',
|
||||
'security/ir.model.access.csv',
|
||||
],
|
||||
'installable': True,
|
||||
}
|
||||
2
commission_simple_sale/security/ir.model.access.csv
Normal file
2
commission_simple_sale/security/ir.model.access.csv
Normal file
@@ -0,0 +1,2 @@
|
||||
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
|
||||
access_commission_result_salesman_read,Read access on commission.result to salesman,commission_simple.model_commission_result,sales_team.group_sale_salesman,1,0,0,0
|
||||
|
19
commission_simple_sale/security/rule.xml
Normal file
19
commission_simple_sale/security/rule.xml
Normal file
@@ -0,0 +1,19 @@
|
||||
<?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 noupdate="1">
|
||||
|
||||
|
||||
<record id="commission_result_salesman_rule" model="ir.rule">
|
||||
<field name="name">Commission Result for Salesman</field>
|
||||
<field name="model_id" ref="commission_simple.model_commission_result"/>
|
||||
<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
|
||||
<field name="domain_force">[('user_id', '=', user.id)]</field>
|
||||
</record>
|
||||
|
||||
|
||||
</odoo>
|
||||
15
commission_simple_sale/views/commission.xml
Normal file
15
commission_simple_sale/views/commission.xml
Normal file
@@ -0,0 +1,15 @@
|
||||
<?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_sale_root" name="Commissions" parent="sales_team.menu_base_partner" sequence="50"/>
|
||||
|
||||
<menuitem id="commission_result_sale_menu" action="commission_simple.commission_result_action" parent="commission_sale_root" sequence="10" groups="sales_team.group_sale_salesman"/>
|
||||
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user