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24 Commits

Author SHA1 Message Date
Florian da Costa
b4efcdb2d7 [FIX] commission module installable 2025-11-13 15:46:58 +01:00
Florian da Costa
4b5385f391 [IMP] Add default agent boolean when creating an agent from the commission profile view 2025-11-13 11:29:33 +01:00
Florian da Costa
2f712cb05d [FIX] chatter in commission result view + add action name for all commission related new actions 2025-11-13 11:29:24 +01:00
Florian da Costa
ee3546c2c1 [MIG] commission_simple_agent_purchase to 18 2025-11-13 11:29:20 +01:00
Benoît
7041ae1274 fix missing import 2025-11-13 11:29:13 +01:00
Benoît
6960d52220 mig report 2025-11-13 11:28:57 +01:00
Florian da Costa
faea568a6d [MIG] commission_simple_agent : technical migration to 18 2025-11-13 11:28:51 +01:00
Florian da Costa
e0e3b601e5 [MIG] commission_simple to 18 2025-11-13 11:28:44 +01:00
Florian da Costa
5bd5f117e2 [MIG] sale_agent to v18 2025-11-13 11:28:38 +01:00
Alexis de Lattre
9c7505110b [IMP] commission_simple: allow removal of commission lines 2025-11-13 11:28:13 +01:00
Alexis de Lattre
e39edc14c3 [IMP] commission_simple: allow to restart commission computation on the same period without deleting all commission results 2025-11-13 11:28:06 +01:00
Alexis de Lattre
ffcaff5ab0 [IMP] commission_simple: add index=True on the M2O of account.move.line
This speeds-up the opening of commission results
2025-11-13 11:27:55 +01:00
Alexis de Lattre
b146d14485 [IMP] commission_simple: add commission_amount to account.invoice.report 2025-11-13 11:27:38 +01:00
Alexis de Lattre
635078f205 [IMP] commission_simple: fine-tune access rights 2025-11-13 11:24:03 +01:00
Alexis de Lattre
fadabd66b8 [IMP] commission_simple: periodicity moved from company to profile
Update commission_simple_agent_purchase to adapt config page form view
accordingly
2025-11-13 11:23:56 +01:00
Alexis de Lattre
988d63fac0 [IMP] commission_simple: validation from list view 2025-11-13 11:23:50 +01:00
Alexis de Lattre
b02ff59054 [IMP] commission_simple: add total base amount in view and XLSX report 2025-11-13 11:23:45 +01:00
Alexis de Lattre
7531143b45 [IMP] commission_simple: update fr translation 2025-11-13 11:23:36 +01:00
Alexis de Lattre
c530ea0e9a [IMP] commission_simple: allow use of lambda in inherit of commission result lines 2025-11-13 11:23:28 +01:00
Alexis de Lattre
1060dd60f6 [IMP] commission_simple: XSLX report sorted by date (inheritable) 2025-11-13 11:23:16 +01:00
Alexis de Lattre
232cb24fd9 [IMP] commission_simple*: add XLSX report + improve PO generation
Add message un chatter of PO
2025-11-13 11:23:09 +01:00
Alexis de Lattre
827119df6e [IMP] commission_simple: improve views and add description for rule list views 2025-11-13 11:23:02 +01:00
Alexis de Lattre
a9a2ee5ec4 [IMP] agent: headers 2025-11-13 11:22:55 +01:00
Alexis de Lattre
f296a3edb8 [IMP] commission_simple: code cleanup and minor improvements 2025-11-13 11:22:47 +01:00
42 changed files with 643 additions and 474 deletions

View File

@@ -1,2 +1,3 @@
from . import models
from . import wizards
from . import reports

View File

@@ -4,7 +4,7 @@
{
'name': 'Commission Simple',
'version': '16.0.1.0.0',
'version': '18.0.1.0.0',
'category': 'Sales',
'license': 'AGPL-3',
'summary': 'Compute commissions for salesman',
@@ -30,19 +30,18 @@ This module has been written by Alexis de Lattre from Akretion
'depends': [
'account',
'date_range',
# this uses some related fields on account.move.line
# 'account_usability_akretion',
'report_xlsx',
],
'data': [
'security/ir.model.access.csv',
'security/rule.xml',
'reports/report.xml',
'data/decimal_precision.xml',
'views/commission_profile.xml',
'views/commission_rule.xml',
'views/commission_result.xml',
'views/account_move_line.xml',
'views/res_config_settings.xml',
'wizards/commission_compute_view.xml',
],
'installable': False,
'installable': True,
}

View File

@@ -6,15 +6,25 @@ 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"
"POT-Creation-Date: 2025-09-02 11:22+0000\n"
"PO-Revision-Date: 2025-09-02 11:23+0000\n"
"Last-Translator: Alexis de Lattre <alexis.delattre@akretion.com>\n"
"Language-Team: \n"
"Language: fr\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.actions.report,print_report_name:commission_simple.commission_result_xlsx_report
msgid ""
"'commission-%s-%s' % (object.date_range_id.name.replace(' ', '_'), object."
"partner_id.name.replace(' ', '_'))"
msgstr ""
"'commission-%s-%s' % (object.date_range_id.name.replace(' ', '_'), object."
"partner_id.name.replace(' ', '_'))"
#. module: commission_simple
#: model:ir.model.constraint,message:commission_simple.constraint_commission_result_salesman_period_company_unique
msgid ""
@@ -33,6 +43,13 @@ msgstr ""
"Un vendeur doit être sélectionné lorsque le type d'affectation est "
"\"Vendeur\"."
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_rule.py:0
#, python-format
msgid "AND"
msgstr "ET"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_needaction
msgid "Action Needed"
@@ -108,13 +125,24 @@ msgid "Cancel"
msgstr "Annuler"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.view_move_line_form
msgid "Commission"
msgstr "Commission"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_amount
#, python-format
msgid "Commission Amount"
msgstr "Montant de la commission"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#: 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
#, python-format
msgid "Commission Base"
msgstr "Base de la commission"
@@ -122,14 +150,14 @@ msgstr "Base de la commission"
#: 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"
msgstr "Lignes de 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"
msgstr "Périodicité des commissions"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_profile
@@ -140,7 +168,7 @@ 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"
msgstr "Affectation des profils de commission"
#. module: commission_simple
#: model:ir.actions.act_window,name:commission_simple.commission_profile_action
@@ -149,8 +177,11 @@ msgid "Commission Profiles"
msgstr "Profils de commission"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#: 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
#, python-format
msgid "Commission Rate"
msgstr "Taux de commission"
@@ -160,6 +191,11 @@ msgstr "Taux de commission"
msgid "Commission Result"
msgstr "État des commissions"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_report_commission_simple_report_xlsx
msgid "Commission Result XLSX"
msgstr "État des commission XLSX"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_commission_rule
msgid "Commission Rule"
@@ -184,7 +220,7 @@ msgstr "Total des commissions"
#: 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 ""
msgstr "Commissions"
#. module: commission_simple
#. odoo-python
@@ -194,6 +230,13 @@ 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
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Commissions of %(partner)s for period %(period)s"
msgstr "Commissions de %(partner)s pour la période %(period)s"
#. module: commission_simple
#: model:ir.model,name:commission_simple.model_res_company
msgid "Companies"
@@ -254,11 +297,37 @@ msgstr "Créé par"
msgid "Created on"
msgstr "Créé le"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Currency"
msgstr "Devise"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Customer"
msgstr "Client"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__partner_ids
msgid "Customers"
msgstr "Clients"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_rule.py:0
#, python-format
msgid "Customers:"
msgstr "Clients :"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Disc.%"
msgstr "Rem.%"
#. 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
@@ -272,7 +341,7 @@ msgstr "Nom affiché"
#: 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"
msgstr "Terminé"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_result__state__draft
@@ -281,7 +350,15 @@ msgid "Draft"
msgstr "Brouillon"
#. module: commission_simple
#: model:ir.actions.report,name:commission_simple.commission_result_xlsx_report
msgid "Détails Excel"
msgstr "Détails Excel"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_end
#, python-format
msgid "End Date"
msgstr "Date de fin"
@@ -291,6 +368,11 @@ msgstr "Date de fin"
msgid "End date"
msgstr "Date de fin"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Excel Export"
msgstr "Export Excel"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_follower_ids
msgid "Followers"
@@ -307,9 +389,19 @@ msgid "Font awesome icon e.g. fa-tasks"
msgstr "Îcone font-awesome, par exemple fa-task"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Generated from Odoo on %s by %s"
msgstr "Généré à partir d'Odoo le %s par %s"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_rule.py:0
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__4_global
#, python-format
msgid "Global"
msgstr ""
msgstr "Global"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__has_message
@@ -323,7 +415,7 @@ msgstr "A un message"
#: 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 ""
msgstr "ID"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_exception_icon
@@ -350,6 +442,20 @@ msgstr "Si activé, des messages ont une erreur d'envoi."
msgid "In Payment and Paid"
msgstr "En paiement et payé"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Invoice"
msgstr "Facture"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Invoice Date"
msgstr "Date de facture"
#. module: commission_simple
#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__invoice
msgid "Invoiced"
@@ -411,7 +517,12 @@ msgstr "Marge"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_form
msgid "Match"
msgstr ""
msgstr "Correspondance"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__apply_description
msgid "Match Criteria"
msgstr "Critères de correspondance"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_rule_id
@@ -426,7 +537,7 @@ 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 ""
msgstr "Messages"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__my_activity_date_deadline
@@ -497,6 +608,18 @@ msgstr "Payé"
msgid "Period"
msgstr "Période"
#. module: commission_simple
#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
msgid "Price"
msgstr "Prix"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Product"
msgstr "Produit"
#. 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
@@ -508,6 +631,13 @@ msgstr "Catégories de produits"
msgid "Product Categories and Customers"
msgstr "Catégories de produits et clients"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_rule.py:0
#, python-format
msgid "Product Categories:"
msgstr "Catégories de produits :"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__product_categ_id
msgid "Product Category"
@@ -524,6 +654,13 @@ msgstr "Produits"
msgid "Products and Customers"
msgstr "Produits et clients"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/models/commission_rule.py:0
#, python-format
msgid "Products:"
msgstr "Produits :"
#. 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
@@ -531,6 +668,13 @@ msgstr "Produits et clients"
msgid "Profile"
msgstr "Profil"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Quantity"
msgstr "Quantité"
#. 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
@@ -572,7 +716,10 @@ msgid "Sequence"
msgstr "Séquence"
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_start
#, python-format
msgid "Start Date"
msgstr "Date de début"
@@ -605,6 +752,13 @@ msgstr ""
msgid "This salesman already has an assignment in this company."
msgstr "Ce vendeur a déjà une assignation dans cette société."
#. module: commission_simple
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Total Amount"
msgstr "Montant total"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__trigger_type
msgid "Trigger"
@@ -613,13 +767,20 @@ msgstr "Déclencheur"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__assign_type
msgid "Type"
msgstr ""
msgstr "Type"
#. 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
#. odoo-python
#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
#, python-format
msgid "Unit"
msgstr "Unité"
#. module: commission_simple
#: model:ir.model.fields,field_description:commission_simple.field_commission_result__website_message_ids
msgid "Website Messages"
@@ -636,5 +797,5 @@ msgstr "Historique des échanges sur le site Web"
#, 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\"."
"Vous ne pouvez pas supprimer l'état de commission %s parce qu'il est "
"à l'état \"terminé\"."

View File

@@ -1,5 +1,5 @@
from . import commission_profile
from . import commission_rule
from . import commission_result
from . import res_company
from . import account_move_line
from . import account_invoice_report

View File

@@ -0,0 +1,16 @@
# 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
from odoo.tools import SQL
class AccountInvoiceReport(models.Model):
_inherit = 'account.invoice.report'
commission_amount = fields.Float(readonly=True)
@api.model
def _select(self) -> SQL:
return SQL("%s, line.commission_amount * account_currency_table.rate AS commission_amount", super()._select())

View File

@@ -11,7 +11,7 @@ class AccountMoveLine(models.Model):
_inherit = 'account.move.line'
commission_result_id = fields.Many2one(
'commission.result', string='Commission Result', check_company=True)
'commission.result', string='Commission Result', check_company=True, index=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')
@@ -88,3 +88,18 @@ class AccountMoveLine(models.Model):
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
def _prepare_commission_xlsx(self):
self.ensure_one()
vals = {
"inv.name": self.move_id.name,
"inv.date": self.move_id.invoice_date,
"inv.partner": self.move_id.commercial_partner_id.display_name,
"product": self.product_id and self.product_id.display_name or self.name,
"qty": self.quantity,
"uom": self.product_uom_id.name,
"commission_base": self.commission_base,
"commission_rate": self.commission_rate / 100,
"commission_amount": self.commission_amount,
}
return vals

View File

@@ -27,6 +27,9 @@ class CommissionProfile(models.Model):
('paid', 'Paid'),
('in_payment', 'In Payment and Paid'),
], default='paid', string='Trigger', required=True)
date_range_type_id = fields.Many2one(
'date.range.type', string='Commission Periodicity', ondelete='restrict',
domain="[('company_id', 'in', (False, company_id))]")
class CommissionProfileAssignment(models.Model):
@@ -100,6 +103,7 @@ class CommissionProfileAssignment(models.Model):
'profile_id': self.profile_id.id,
'date_range_id': date_range.id,
'assign_type': self.assign_type,
'assignment_id': self.id,
'company_id': self.company_id.id,
}
return vals

View File

@@ -17,6 +17,8 @@ class CommissionResult(models.Model):
readonly=True, tracking=True)
profile_id = fields.Many2one(
'commission.profile', string='Commission Profile', readonly=True, tracking=True)
assignment_id = fields.Many2one(
'commission.profile.assignment', string="Commission Profile Assignment", readonly=True)
assign_type = fields.Selection('_assign_type_selection', readonly=True, tracking=True)
company_id = fields.Many2one(
'res.company', string='Company', ondelete='cascade',
@@ -32,7 +34,10 @@ class CommissionResult(models.Model):
states={'done': [('readonly', True)]})
amount_total = fields.Monetary(
string='Commission Total', currency_field='company_currency_id',
compute='_compute_amount_total', store=True, tracking=True)
compute='_compute_totals', store=True, tracking=True)
base_total = fields.Monetary(
string="Commission Base Total", currency_field='company_currency_id',
compute='_compute_totals', store=True, tracking=True)
state = fields.Selection([
('draft', 'Draft'),
('done', 'Done'),
@@ -44,12 +49,13 @@ class CommissionResult(models.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])
@api.depends('line_ids.commission_amount', 'line_ids.commission_base')
def _compute_totals(self):
rg_res = self.env['account.move.line'].read_group([('commission_result_id', 'in', self.ids)], ['commission_result_id', 'commission_amount:sum', 'commission_base:sum'], ['commission_result_id'])
mapped_data = dict([(x['commission_result_id'][0], {'amount': x['commission_amount'], 'base': x['commission_base']}) for x in rg_res])
for rec in self:
rec.amount_total = mapped_data.get(rec.id, 0)
rec.amount_total = mapped_data.get(rec.id, {}).get('amount')
rec.base_total = mapped_data.get(rec.id, {}).get('base')
def unlink(self):
for result in self:
@@ -59,7 +65,7 @@ class CommissionResult(models.Model):
return super().unlink()
def draft2done(self):
self.write({'state': 'done'})
self.filtered(lambda x: x.state == 'draft').write({'state': 'done'})
def backtodraft(self):
self.write({'state': 'draft'})
@@ -75,3 +81,7 @@ class CommissionResult(models.Model):
'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.')]
def _prepare_xlsx_lines(self):
self.ensure_one()
return self.line_ids.sorted(key=lambda x: x.move_id.invoice_date)

View File

@@ -3,13 +3,13 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models, api
from odoo import fields, models, api, _
class CommissionRule(models.Model):
_name = 'commission.rule'
_description = 'Commission Rule'
_order = 'profile_id, applied_on'
_order = 'profile_id, applied_on, rate desc'
partner_ids = fields.Many2many(
'res.partner', string='Customers', domain=[('parent_id', '=', False)])
@@ -34,6 +34,31 @@ class CommissionRule(models.Model):
('4_global', 'Global')],
string='Apply On', default='4_global', required=True)
active = fields.Boolean(string='Active', default=True)
apply_description = fields.Html(compute='_compute_apply_description', string="Match Criteria")
_sql_constraints = [(
'rate_positive',
'CHECK(rate >= 0)',
'Rate must be positive !')]
def _compute_apply_description(self):
customer_label = "<strong>" + _("Customers:") + "</strong>"
product_label = "<strong>" + _("Products:") + "</strong>"
product_categ_label = "<strong>" + _("Product Categories:") + "</strong>"
and_label = "<strong>" + _('AND') + "</strong>"
for rule in self:
desc = False
if rule.applied_on == '0_customer_product':
desc = f"{customer_label} {', '.join([part.ref or part.name for part in rule.partner_ids])} {and_label} {product_label} {', '.join([pp.default_code or pp.name for pp in rule.product_ids])}"
elif rule.applied_on == '1_customer_product_category':
desc = f"{customer_label} {', '.join([part.ref or part.name for part in rule.partner_ids])} {and_label} {product_categ_label} {', '.join([categ.display_name for categ in rule.product_categ_ids])}"
elif rule.applied_on == '2_product':
desc = f"{product_label} {', '.join([pp.default_code or pp.name for pp in rule.product_ids])}"
elif rule.applied_on == '3_product_category':
desc = f"{product_categ_label} {', '.join([categ.display_name for categ in rule.product_categ_ids])}"
elif rule.applied_on == '4_global':
desc = _('Global')
rule.apply_description = desc
@api.model
def load_all_rules(self):
@@ -45,8 +70,3 @@ class CommissionRule(models.Model):
else:
res[rule['profile_id'][0]].append(rule)
return res
_sql_constraints = [(
'rate_positive',
'CHECK(rate >= 0)',
'Rate must be positive !')]

View File

@@ -1,13 +0,0 @@
# 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')

View File

@@ -1,20 +0,0 @@
# 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)

View File

@@ -0,0 +1 @@
from . import commission_result_xlsx

View File

@@ -0,0 +1,112 @@
# Copyright 2025 Akretion France (https://www.akretion.com/)
# @author: Alexis de Lattre <alexis.delattre@akretion.com>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import api, fields, models, tools, Command, _
from odoo.exceptions import UserError
from datetime import datetime
from odoo.tools.misc import format_datetime
class CommissionResultXlsx(models.AbstractModel):
_name = "report.commission_simple.report_xlsx"
_inherit = "report.report_xlsx.abstract"
_description = "Commission Result XLSX"
def generate_xlsx_report(self, workbook, data, objects):
# for some strange reasons, lang is not kept in context
self = self.with_context(lang=self.env.user.lang)
result = objects[0]
sheet = workbook.add_worksheet(result.date_range_id.name)
styles = self._prepare_styles(workbook, result.company_id)
title = _("Commissions of %(partner)s for period %(period)s", partner=result.partner_id.name, period=result.date_range_id.name)
now_str = format_datetime(self.env, datetime.now())
i = 0
sheet.write(i, 0, title, styles['title'])
sheet.write(i, 5, _('Generated from Odoo on %s by %s') % (now_str, self.env.user.name), styles['regular_small'])
i += 1
sheet.write(i, 0, _('Start Date'), styles['subtitle'])
sheet.write(i, 1, result.date_start, styles['subtitle_date'])
i += 1
sheet.write(i, 0, _('End Date'), styles['subtitle'])
sheet.write(i, 1, result.date_end, styles['subtitle_date'])
i += 1
sheet.write(i, 0, _('Currency'), styles['subtitle'])
sheet.write(i, 1, result.company_id.currency_id.name, styles['subtitle'])
i += 1
sheet.write(i, 0, _('Base Total'), styles['subtitle'])
sheet.write(i, 1, result.base_total, styles['subtitle_amount'])
i += 1
sheet.write(i, 0, _('Amount Total'), styles['subtitle'])
sheet.write(i, 1, result.amount_total, styles['subtitle_amount'])
i += 3
cols = self._prepare_xlsx_cols()
coldict = {}
pos = 0
for key, label, width, style_suffix in cols:
coldict[key] = {
"label": label,
"width": width,
"pos": pos,
"style": style_suffix and f"regular_{style_suffix}" or "regular",
}
pos += 1
# header
for col_key, col_vals in coldict.items():
sheet.write(i, col_vals['pos'], col_vals['label'], styles['col_title'])
sheet.set_column(col_vals['pos'], col_vals['pos'], col_vals['width'])
# table content
for line in result._prepare_xlsx_lines():
i += 1
for col_key, value in line._prepare_commission_xlsx().items():
sheet.write(i, coldict[col_key]["pos"], value, styles[coldict[col_key]["style"]])
def _prepare_xlsx_cols(self):
cols = [ # key, label, width, style_suffix
("inv.name", _("Invoice"), 14, False),
("inv.date", _("Invoice Date"), 11, "date"),
("inv.partner", _("Customer"), 50, False),
("product", _("Product"), 35, False),
("qty", _("Quantity"), 8, "qty"),
("uom", _("Unit"), 8, False),
("commission_base", _("Commission Base"), 14, "amount"),
("commission_rate", _("Commission Rate"), 10, "rate"),
("commission_amount", _("Commission Amount"), 14, "amount"),
]
return cols
def _prepare_styles(self, workbook, company):
col_title_bg_color = '#eeeeee'
prec_qty = self.env['decimal.precision'].precision_get('Product Unit of Measure')
prec_rate = self.env['decimal.precision'].precision_get('Commission Rate')
prec_price = self.env['decimal.precision'].precision_get('Product Price')
regular_font_size = 10
date_format = "dd/mm/yyyy" # TODO depend on lang
num_format_amount = f"# ##0.{'0' * company.currency_id.decimal_places}"
num_format_qty = f"# ##0.{'0' * prec_qty}"
num_format_rate = f"""0.{'0' * prec_rate} " "%"""
num_format_price = f"# ##0.{'0' * prec_price}"
styles = {
'title': workbook.add_format({
'bold': True, 'font_size': regular_font_size + 10,
'font_color': '#003b6f'}),
'subtitle': workbook.add_format({
'bold': True, 'font_size': regular_font_size}),
'subtitle_date': workbook.add_format({
'bold': True, 'font_size': regular_font_size, 'num_format': date_format}),
'subtitle_amount': workbook.add_format({
'bold': True, 'font_size': regular_font_size, 'num_format': num_format_amount}),
'col_title': workbook.add_format({
'bold': True, 'bg_color': col_title_bg_color,
'text_wrap': True, 'font_size': regular_font_size,
'align': 'center',
}),
'regular_date': workbook.add_format({'num_format': date_format}),
'regular_amount': workbook.add_format({'num_format': num_format_amount}),
'regular_rate': workbook.add_format({'num_format': num_format_rate}),
'regular_qty': workbook.add_format({'num_format': num_format_qty}),
'regular_price': workbook.add_format({'num_format': num_format_price}),
'regular': workbook.add_format({}),
'regular_small': workbook.add_format({'font_size': regular_font_size - 2}),
}
return styles

View File

@@ -0,0 +1,20 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2025 Akretion France (https://www.akretion.com/)
@author: Alexis de Lattre <alexis.delattre@akretion.com>
The licence is in the file __manifest__.py
-->
<odoo>
<record id="commission_result_xlsx_report" model="ir.actions.report">
<field name="name">Détails Excel</field>
<field name="model">commission.result</field>
<field name="report_type">xlsx</field>
<field name="report_name">commission_simple.report_xlsx</field>
<field name="report_file">commission_simple.report_xlsx</field>
<field name="print_report_name">'commission-%s-%s' % (object.date_range_id.name.replace(' ', '_'), object.partner_id.name.replace(' ', '_'))</field>
<field name="binding_model_id" ref="model_commission_result" />
</record>
</odoo>

View File

@@ -8,4 +8,4 @@ access_commission_rule_audit,Read access on commission.rule for viewer group,mod
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
access_commission_compute_full,Full access to wizard commission.compute to Accountant,model_commission_compute,account.group_account_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
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 Full access to wizard commission.compute to Accountant model_commission_compute account.group_account_manager account.group_account_user 1 1 1 1

View File

@@ -13,7 +13,7 @@
<field name="inherit_id" ref="account.view_move_line_form"/>
<field name="arch" type="xml">
<notebook position="inside">
<page name="commission" string="Commission" attrs="{'invisible': [('display_type', '!=', 'product')]}">
<page name="commission" string="Commission" invisible="display_type != 'product'">
<group name="commission_grp">
<field name="commission_base"/>
<label for="commission_rate"/>

View File

@@ -1,206 +0,0 @@
<?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>

View File

@@ -16,12 +16,13 @@
<field name="arch" type="xml">
<form>
<sheet>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" invisible="active"/>
<group name="main">
<group name="main-left">
<field name="name"/>
<field name="active" invisible="1"/>
<field name="trigger_type" widget="radio"/>
<field name="date_range_type_id"/>
</group>
<group name="main-right">
<field name="company_id" invisible="1"/>
@@ -31,12 +32,12 @@
<notebook>
<page name="assignments" string="Assignments">
<field name="assign_ids">
<tree editable="bottom">
<list editable="bottom">
<field name="assign_type"/>
<field name="user_id" attrs="{'required': [('assign_type', '=', 'user')], 'readonly': [('assign_type', '!=', 'user')]}"/>
<field name="user_id" 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 name="company_id" column_invisible="1"/>
</list>
</field>
</page>
<page name="rules" string="Rules">
@@ -48,23 +49,43 @@
</field>
</record>
<record id="commission_profile_tree" model="ir.ui.view">
<field name="name">commission.profile.tree</field>
<record id="commission_profile_list" model="ir.ui.view">
<field name="name">commission.profile.list</field>
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<tree>
<list>
<field name="sequence" widget="handle"/>
<field name="name" decoration-bf="1"/>
<field name="trigger_type" optional="show"/>
<field name="trigger_type" optional="show" widget="badge" decoration-info="trigger_type == 'invoice'" decoration-success="trigger_type == 'paid'" decoration-warning="trigger_type == 'in_payment'"/>
<field name="date_range_type_id" optional="show"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</list>
</field>
</record>
<record id="commission_profile_search" model="ir.ui.view">
<field name="model">commission.profile</field>
<field name="arch" type="xml">
<search>
<field name="name"/>
<filter string="Invoiced" name="invoice" domain="[('trigger_type', '=', 'invoice')]"/>
<filter string="Paid" name="paid" domain="[('trigger_type', '=', 'paid')]"/>
<filter string="In Payment and Paid" name="in_payment" domain="[('trigger_type', '=', 'in_payment')]"/>
<separator/>
<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
<separator/>
<group name="groupby">
<filter name="date_range_type_groupby" string="Commission Periodicity" context="{'group_by': 'date_range_type_id'}"/>
</group>
</search>
</field>
</record>
<record id="commission_profile_action" model="ir.actions.act_window">
<field name="name">Commission Profiles</field>
<field name="path">commission-profile</field>
<field name="res_model">commission.profile</field>
<field name="view_mode">tree,form</field>
<field name="view_mode">list,form</field>
</record>
<menuitem id="commission_profile_menu" action="commission_profile_action" parent="commission_config_root" sequence="18"/>

View File

@@ -13,8 +13,9 @@
<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?"/>
<button name="draft2done" type="object" invisible="state != 'draft'" string="Confirm" class="btn-primary"/>
<button name="backtodraft" type="object" invisible="state != 'done'" string="Back to Draft" confirm="Are you sure you want to go back to draft?"/>
<button name="%(commission_simple.commission_result_xlsx_report)d" type="action" string="Excel Export"/>
<field name="state" widget="statusbar"/>
</header>
<group name="main">
@@ -23,6 +24,7 @@
<field name="date_range_id"/>
<field name="date_start"/>
<field name="date_end"/>
<field name="base_total"/>
<field name="amount_total"/>
<field name="company_currency_id" invisible="1"/>
<field name="company_id" invisible="1"/>
@@ -34,38 +36,45 @@
</group>
</group>
<group name="lines" string="Commission Lines">
<field nolabel="1" name="line_ids" colspan="2">
<tree>
<field nolabel="1" name="line_ids" colspan="2" widget="many2many">
<list>
<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="quantity" optional="hide"/>
<field name="product_uom_id" optional="hide" groups="uom.group_uom"/>
<field name="price_unit" string="Price" optional="hide"/>
<field name="discount" string="Disc.%" optional="hide"/>
<field name="price_subtotal" optional="hide" string="Invoiced Amount"/>
<field name="commission_base"/>
<field name="commission_base" sum="1"/>
<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>
</list>
</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>
<chatter />
</form>
</field>
</record>
<record id="commission_result_tree" model="ir.ui.view">
<field name="name">commission.result.tree</field>
<record id="commission_result_list" model="ir.ui.view">
<field name="name">commission.result.list</field>
<field name="model">commission.result</field>
<field name="arch" type="xml">
<tree>
<list decoration-info="state == 'draft'">
<header>
<button
name="draft2done"
type="object"
string="Validate"
/>
</header>
<field name="date_range_id" optional="show"/>
<field name="date_start" optional="hide"/>
<field name="date_end" optional="hide"/>
@@ -74,9 +83,10 @@
<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="base_total" sum="1" optional="hide"/>
<field name="amount_total" sum="1" optional="show"/>
<field name="state" decoration-info="state == 'draft'" decoration-success="state == 'done'" widget="badge"/>
</tree>
</list>
</field>
</record>
@@ -103,8 +113,9 @@
<record id="commission_result_action" model="ir.actions.act_window">
<field name="name">Commissions</field>
<field name="path">commission-result</field>
<field name="res_model">commission.result</field>
<field name="view_mode">tree,form</field>
<field name="view_mode">list,form</field>
</record>
<menuitem id="commission_result_menu" action="commission_result_action" parent="commission_root" sequence="10"/>

View File

@@ -19,9 +19,9 @@
<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="partner_ids" 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" 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" 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>
@@ -37,18 +37,19 @@
</field>
</record>
<record id="commission_rule_tree" model="ir.ui.view">
<field name="name">commission.rule.tree</field>
<record id="commission_rule_list" model="ir.ui.view">
<field name="name">commission.rule.list</field>
<field name="model">commission.rule</field>
<field name="arch" type="xml">
<tree>
<list>
<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="applied_on" widget="badge" decoration-danger="applied_on == '0_customer_product'" decoration-warning="applied_on == '1_customer_product_category'" decoration-info="applied_on == '2_product'" decoration-success="applied_on == '3_product_category'"/>
<field name="apply_description"/>
<field name="date_start" optional="show"/>
<field name="date_end" optional="show"/>
<field name="rate" string="Rate (%)"/>
<field name="base"/>
</tree>
<field name="base" widget="badge" decoration-success="base == 'invoiced'" decoration-warning="base == 'margin'"/>
</list>
</field>
</record>
@@ -68,8 +69,9 @@
<record id="commission_rule_action" model="ir.actions.act_window">
<field name="name">Commission Rules</field>
<field name="path">commission-rule</field>
<field name="res_model">commission.rule</field>
<field name="view_mode">tree,form</field>
<field name="view_mode">list,form</field>
<field name="context">{'commission_rule_main_view': True}</field>
</record>

View File

@@ -1,37 +0,0 @@
<?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>

View File

@@ -1,36 +0,0 @@
<?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>

View File

@@ -1,2 +1 @@
from . import commission_compute
from . import res_config_settings

View File

@@ -3,8 +3,9 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import api, fields, models, _
from dateutil.relativedelta import relativedelta
from datetime import datetime, timedelta
from odoo.exceptions import UserError
from odoo.tools.misc import format_date
import logging
logger = logging.getLogger(__name__)
@@ -13,47 +14,44 @@ 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')
company_id = fields.Many2one('res.company', required=True)
date_start = fields.Date(string="Period Start Date", required=True)
@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
@api.model
def default_get(self, fields_list):
res = super().default_get(fields_list)
company = self.env.company
last_commission_result = self.env['commission.result'].search([
('company_id', '=', company.id),
], order='date_start desc', limit=1)
if last_commission_result:
last_start_date = last_commission_result.date_start
commissions_last_start_date = self.env['commission.result'].search([
('date_start', '=', last_start_date),
('company_id', '=', company.id),
], order="date_end asc", limit=1)
min_end_date = commissions_last_start_date.date_end
date_start = min_end_date + timedelta(1)
else:
today = fields.Date.context_today(self)
date_start = datetime(today.year, today.month, 1)
res.update({
'company_id': company.id,
'date_start': date_start,
})
return res
def run(self):
self.ensure_one()
if not self.date_start:
raise UserError(_("Missing Period Start Date."))
creso = self.env['commission.result']
date_range = self.date_range_id
existing_commissions = creso.search([
('date_range_id', '=', date_range.id),
existing_commissions = creso.search_read([
('date_start', '=', self.date_start),
('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()
], ['assignment_id'])
exclude_assignment_ids = [x['assignment_id'][0] for x in existing_commissions if x['assignment_id']]
com_result_ids = self._core_compute(exclude_assignment_ids)
if not com_result_ids:
raise UserError(_('No commissions generated.'))
action = self.env['ir.actions.actions']._for_xml_id(
@@ -64,12 +62,32 @@ class CommissionCompute(models.TransientModel):
})
return action
def _core_compute(self):
def _core_compute(self, exclude_assignment_ids):
rules = self.env['commission.rule'].load_all_rules()
com_result_ids = []
assignments = self.env['commission.profile.assignment'].search([('company_id', '=', self.company_id.id)])
assignments = self.env['commission.profile.assignment'].search(
[('company_id', '=', self.company_id.id), ('id', 'not in', exclude_assignment_ids)])
date_range_type2date_range = {}
for assignment in assignments:
com_result = assignment._generate_commission_result(self.date_range_id, rules)
profile = assignment.profile_id
date_range_type = profile.date_range_type_id
if not date_range_type:
raise UserError(_("Missing commission periodicity on commission profile '%s'.") % profile.display_name)
if date_range_type not in date_range_type2date_range:
domain = [
('date_start', '=', self.date_start),
('type_id', '=', date_range_type.id),
]
date_range = self.env['date.range'].search(
domain + [('company_id', '=', self.company_id.id)], limit=1)
if not date_range:
date_range = self.env['date.range'].search(
domain + [('company_id', '=', False)], limit=1)
if not date_range:
logger.info('There is no date range with type %s starting on %s. Skipping commission generation for assignment ID %s', date_range_type.name, self.date_start, assignment.id)
continue
date_range_type2date_range[date_range_type] = date_range
com_result = assignment._generate_commission_result(date_range_type2date_range[date_range_type], rules)
if com_result:
com_result_ids.append(com_result.id)
else:

View File

@@ -15,10 +15,7 @@
<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"
@@ -36,6 +33,6 @@
<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"/>
<menuitem id="commission_compute_menu" action="commission_compute_action" parent="commission_root" sequence="15"/>
</odoo>

View File

@@ -1,12 +0,0 @@
# 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)

View File

@@ -4,7 +4,7 @@
{
'name': 'Commission Simple Agent',
'version': '16.0.1.0.0',
'version': '18.0.1.0.0',
'category': 'Sales',
'license': 'AGPL-3',
'summary': 'Glue module between commission_simple and sale_agent',
@@ -18,5 +18,5 @@
'views/commission_profile.xml',
'views/commission_result.xml',
],
'installable': False,
'installable': True,
}

View File

@@ -11,8 +11,8 @@
<field name="model">commission.profile</field>
<field name="inherit_id" ref="commission_simple.commission_profile_form"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='assign_ids']/tree/field[@name='user_id']" position="after">
<field name="agent_id" attrs="{'required': [('assign_type', '=', 'agent')], 'readonly': [('assign_type', '!=', 'agent')]}"/>
<xpath expr="//field[@name='assign_ids']/list/field[@name='user_id']" position="after">
<field name="agent_id" required="assign_type == 'agent'" readonly="assign_type != 'agent'" context="{'default_agent': True}"/>
</xpath>
</field>
</record>

View File

@@ -1,18 +1,18 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2024 Akretion France (http://www.akretion.com)
Copyright 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_result_tree" model="ir.ui.view">
<record id="commission_result_list" model="ir.ui.view">
<field name="model">commission.result</field>
<field name="inherit_id" ref="commission_simple.commission_result_tree"/>
<field name="inherit_id" ref="commission_simple.commission_result_list"/>
<field name="arch" type="xml">
<field name="assign_type" position="attributes">
<attribute name="decoration-danger">assign_type == 'agent'</attribute>
<attribute name="decoration-danger">assign_type == 'agent'</attribute>
</field>
</field>
</record>

View File

@@ -4,7 +4,7 @@
{
'name': 'Commission Simple Agent Purchase',
'version': '16.0.1.0.0',
'version': '18.0.1.0.0',
'category': 'Sales',
'license': 'AGPL-3',
'summary': 'Glue module between commission_simple_agent and purchase',
@@ -16,7 +16,8 @@
],
'data': [
'views/commission_result.xml',
'views/commission_profile.xml',
'wizards/res_config_settings.xml',
],
'installable': False,
'installable': True,
}

View File

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

View File

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

View File

@@ -5,6 +5,7 @@
from odoo import fields, models, _
from odoo.exceptions import UserError
from odoo.tools.misc import format_amount, formatLang
from markupsafe import Markup
class CommissionResult(models.Model):
@@ -14,26 +15,34 @@ class CommissionResult(models.Model):
def draft2done(self):
for result in self:
if result.assign_type == 'agent':
if result.state == "draft" and result.assign_type == 'agent':
if not result.purchase_id:
vals = result._prepare_purchase_order()
po = self.env['purchase.order'].create(vals)
po.message_post(body=Markup(_("Generated from commission <a href=# data-oe-model=commission.result data-oe-id=%d>%s</a>.") % (result.id, result.display_name)))
result.write({'purchase_id': po.id})
else:
po = self.purchase_id
if po.state in ('draft', 'sent', 'cancel'):
po.order_line.unlink()
po.message_post(body=Markup(_("Purchase order lines re-generated from commission <a href=# data-oe-model=commission.result data-oe-id=%d>%s</a>.") % (result.id, result.display_name)))
else:
raise UserError(_("Purchase Order %s has already been confirmed. You should cancel it first.") % po.display_name)
if po.state == 'cancel':
po.button_draft()
assert not po.order_line
# create lines
if not result.company_id.commission_product_id:
raise UserError(_("Commission product is not set on company %s.") % result.company_id.display_name)
line_vals = []
for move_line in result.line_ids:
line_vals.append(result._prepare_purchase_order_line(move_line, po))
if not result.company_id.commission_po_config:
raise UserError(_(
"Purchase order configuration for commission is not set on "
"the accounting configuration page of company '%s'.")
% result.company_id.display_name)
if result.company_id.commission_po_config == 'single_line':
line_vals.append(result._prepare_purchase_order_line_single_line(po))
else:
for move_line in result.line_ids:
line_vals.append(result._prepare_purchase_order_line(move_line, po))
po_lines = self.env['purchase.order.line'].create(line_vals)
po_lines._compute_tax_id()
return super().draft2done()
@@ -57,7 +66,13 @@ class CommissionResult(models.Model):
company_currency = move_line.company_id.currency_id
lang = self.partner_id.lang or self.env.lang
env = self.with_context(lang=lang).env
product = self.company_id.commission_product_id
product = self.profile_id.commission_product_id or self.company_id.commission_product_id
if not product:
raise UserError(_(
"Commission product is not set on profile '%(profile)s' "
"nor on company '%(company)s'.",
profile=self.profile_id.display_name,
company=self.company_id.display_name))
vals = {
'order_id': order.id,
'product_id': product.id,
@@ -68,6 +83,24 @@ class CommissionResult(models.Model):
}
return vals
def _prepare_purchase_order_line_single_line(self, order):
product = self.profile_id.commission_product_id or self.company_id.commission_product_id
if not product:
raise UserError(_(
"Commission product is not set on profile '%(profile)s' "
"nor on company '%(company)s'.",
profile=self.profile_id.display_name,
company=self.company_id.display_name))
vals = {
'order_id': order.id,
'product_id': product.id,
'name': _("Commissions for period %(period)s", period=self.date_range_id.name),
'product_qty': 1,
'product_uom': product.uom_id.id,
'price_unit': self.amount_total,
}
return vals
def unlink(self):
for result in self:
if result.purchase_id:

View File

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

View File

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

View File

@@ -12,7 +12,7 @@
<field name="inherit_id" ref="commission_simple.commission_result_form"/>
<field name="arch" type="xml">
<group name="main-right" position="inside">
<field name="purchase_id" attrs="{'invisible': [('assign_type', '!=', 'agent')]}"/>
<field name="purchase_id" invisible="assign_type != 'agent'"/>
</group>
</field>
</record>

View File

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

View File

@@ -11,13 +11,17 @@
<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="commission_simple.res_config_settings_view_form" />
<field name="inherit_id" ref="account.res_config_settings_view_form" />
<field name="arch" type="xml">
<xpath expr="//div[@id='commission_simple-settings']/div[hasclass('o_setting_right_pane')]" position="inside">
<div class="row" id="commission_product_id">
<label for="commission_product_id" class="col-md-5" />
<field name="commission_product_id" context="{'default_detailed_type': 'service', 'default_purchase_ok': True, 'default_sale_ok': False, 'default_available_in_pos': False, 'default_purchase_method': 'purchase'}"/>
</div>
<xpath expr="//block[@id='analytic']" position="after">
<block title="Commissions" id="commission_simple">
<setting id="commission_product" title="Commission Product">
<field name="commission_product_id" context="{'default_type': 'service', 'default_purchase_ok': True, 'default_sale_ok': False, 'default_available_in_pos': False, 'default_purchase_method': 'purchase'}"/>
</setting>
<setting id="commission_po_config" title="Purchase Order">
<field name="commission_po_config" />
</setting>
</block>
</xpath>
</field>
</record>

View File

@@ -4,7 +4,7 @@
{
'name': 'Sale Agent',
'version': '16.0.1.0.0',
'version': '18.0.1.0.0',
'category': 'Sales',
'license': 'AGPL-3',
'summary': 'Add agent on partner, sale order and customer invoice/refund',
@@ -19,5 +19,5 @@
"views/account_invoice_report.xml",
],
'demo': ['demo/demo.xml'],
'installable': False,
'installable': True,
}

View File

@@ -1,6 +1,6 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2020 Akretion France (http://www.akretion.com/)
Copyright 2024-2025 Akretion France (https://www.akretion.com/)
@author: Alexis de Lattre <alexis.delattre@akretion.com>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->

View File

@@ -3,6 +3,7 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
from odoo.tools import SQL
class AccountInvoiceReport(models.Model):
@@ -11,5 +12,4 @@ class AccountInvoiceReport(models.Model):
invoice_agent_id = fields.Many2one("res.partner", string="Agent", readonly=True)
def _select(self):
select_str = super()._select()
return f"{select_str}, move.invoice_agent_id AS invoice_agent_id"
return SQL("%s, move.invoice_agent_id AS invoice_agent_id", super()._select())

View File

@@ -14,7 +14,7 @@
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='sales_purchases']//group[@name='sale']/field[@name='user_id']" name="user_id" position="after">
<field name="agent_id" attrs="{'invisible': [('parent_id', '!=', False)]}"/>
<field name="agent_id" invisible="parent_id"/>
</xpath>
<group name="misc" position="inside">
<field name="agent"/>