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53
odoo-bringout-akretion-account_invoice_margin/README.md
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odoo-bringout-akretion-account_invoice_margin/README.md
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# Account Invoice Margin
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This module copies the field *standard_price* of the product on the invoice line when the invoice line is created. The allows the computation of the margin of the invoice.
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A new measure *Margin* is available in the Invoice Analysis.
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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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## Installation
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```bash
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pip install odoo-bringout-akretion-account_invoice_margin
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```
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## Dependencies
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This addon depends on:
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- account
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## Manifest Information
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- **Name**: Account Invoice Margin
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- **Version**: 16.0.1.0.0
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- **Category**: Invoicing Management
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- **License**: AGPL-3
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- **Installable**: True
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## Source
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Custom addon from bringout-akretion vendor, addon `account_invoice_margin`.
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## License
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This package maintains the original AGPL-3 license from the addon.
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## Documentation
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- Overview: doc/OVERVIEW.md
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- Architecture: doc/ARCHITECTURE.md
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- Models: doc/MODELS.md
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- Controllers: doc/CONTROLLERS.md
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||||
- Wizards: doc/WIZARDS.md
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- Reports: doc/REPORTS.md
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- Security: doc/SECURITY.md
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||||
- Install: doc/INSTALL.md
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- Usage: doc/USAGE.md
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- Configuration: doc/CONFIGURATION.md
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||||
- Dependencies: doc/DEPENDENCIES.md
|
||||
- Troubleshooting: doc/TROUBLESHOOTING.md
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- FAQ: doc/FAQ.md
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@ -0,0 +1 @@
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from . import models
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@ -0,0 +1,26 @@
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# Copyright 2015-2025 Akretion France (https://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': 'Account Invoice Margin',
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'version': '16.0.1.0.0',
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'category': 'Invoicing Management',
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'license': 'AGPL-3',
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'summary': 'Copy standard price on invoice line and compute margins',
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'description': """
|
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This module copies the field *standard_price* of the product on the invoice line when the invoice line is created. The allows the computation of the margin of the invoice.
|
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|
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A new measure *Margin* is available in the Invoice Analysis.
|
||||
|
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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': 'https://github.com/akretion/odoo-usability',
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'depends': ['account'],
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'data': [
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'views/account_move.xml',
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],
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'installable': True,
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}
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@ -0,0 +1,98 @@
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * account_invoice_margin
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#
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msgid ""
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||||
msgstr ""
|
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"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2025-01-16 16:24+0000\n"
|
||||
"PO-Revision-Date: 2025-01-16 16:24+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"
|
||||
|
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#. module: account_invoice_margin
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#: model:ir.model,name:account_invoice_margin.model_account_invoice_report
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msgid "Invoices Statistics"
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msgstr "Statistiques des factures"
|
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|
||||
#. module: account_invoice_margin
|
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#: model:ir.model,name:account_invoice_margin.model_account_move
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||||
msgid "Journal Entry"
|
||||
msgstr "Pièce comptable"
|
||||
|
||||
#. module: account_invoice_margin
|
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#: model:ir.model,name:account_invoice_margin.model_account_move_line
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msgid "Journal Item"
|
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msgstr "Écriture comptable"
|
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|
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#. module: account_invoice_margin
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_invoice_report__margin
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#: model_terms:ir.ui.view,arch_db:account_invoice_margin.view_invoice_tree
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#: model_terms:ir.ui.view,arch_db:account_invoice_margin.view_move_form
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msgid "Margin"
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msgstr "Marge"
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|
||||
#. module: account_invoice_margin
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#: model_terms:ir.ui.view,arch_db:account_invoice_margin.view_move_form
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msgid "Margin %"
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||||
msgstr "Marge %"
|
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|
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#. module: account_invoice_margin
|
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move_line__margin_rate
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msgid "Margin Rate"
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msgstr "Taux de marge"
|
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|
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#. module: account_invoice_margin
|
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_bank_statement_line__margin_company_currency
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move__margin_company_currency
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move_line__margin_company_currency
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_payment__margin_company_currency
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msgid "Margin in Company Currency"
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msgstr "Marge dans la devise de la société"
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|
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#. module: account_invoice_margin
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_bank_statement_line__margin_invoice_currency
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move__margin_invoice_currency
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#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move_line__margin_invoice_currency
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||||
#: model:ir.model.fields,field_description:account_invoice_margin.field_account_payment__margin_invoice_currency
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msgid "Margin in Invoice Currency"
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||||
msgstr "Marge dans la devise de la facture"
|
||||
|
||||
#. module: account_invoice_margin
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||||
#: model:ir.model.fields,help:account_invoice_margin.field_account_move_line__margin_rate
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||||
msgid "Margin rate in percentage of the sale price"
|
||||
msgstr "Taux de marge en pourcentage du prix de vente"
|
||||
|
||||
#. module: account_invoice_margin
|
||||
#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move_line__standard_price_company_currency
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||||
msgid "Unit Cost in Company Currency"
|
||||
msgstr "Coût unitaire dans la devise de la société"
|
||||
|
||||
#. module: account_invoice_margin
|
||||
#: model:ir.model.fields,field_description:account_invoice_margin.field_account_move_line__standard_price_invoice_currency
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||||
msgid "Unit Cost in Invoice Currency"
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||||
msgstr "Coût unitaire dans la devise de la facture"
|
||||
|
||||
#. module: account_invoice_margin
|
||||
#: model:ir.model.fields,help:account_invoice_margin.field_account_move_line__standard_price_company_currency
|
||||
msgid ""
|
||||
"Unit Cost in company currency in the unit of measure of the invoice line "
|
||||
"(which may be different from the unit of measure of the product)."
|
||||
msgstr ""
|
||||
"Coût unitaire dans la devise de la société dans l'unité de mesure de la "
|
||||
"ligne de facture (qui peut être différente de l'unité de mesure du produit)."
|
||||
|
||||
#. module: account_invoice_margin
|
||||
#: model:ir.model.fields,help:account_invoice_margin.field_account_move_line__standard_price_invoice_currency
|
||||
msgid ""
|
||||
"Unit Cost in invoice currency in the unit of measure of the invoice line "
|
||||
"(which may be different from the unit of measure of the product)."
|
||||
msgstr ""
|
||||
"Coût unitaire dans la devise de la facture dans l'unité de mesure "
|
||||
"de la ligne de la facture (qui peut être différente de l'unité de mesure du produit)."
|
||||
|
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@ -0,0 +1,2 @@
|
|||
from . import account_move
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from . import account_invoice_report
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|
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@ -0,0 +1,17 @@
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# Copyright 2018-2025 Akretion France (https://www.akretion.com)
|
||||
# @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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from odoo import api, fields, models
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|
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|
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class AccountInvoiceReport(models.Model):
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_inherit = 'account.invoice.report'
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margin = fields.Float(string='Margin', readonly=True)
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@api.model
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def _select(self):
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select_str = super()._select()
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select_str += ", line.margin_company_currency * currency_table.rate AS margin"
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return select_str
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@ -0,0 +1,109 @@
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# Copyright 2015-2025 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).
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
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|
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class AccountMoveLine(models.Model):
|
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_inherit = 'account.move.line'
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standard_price_company_currency = fields.Float(
|
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compute='_compute_margin', store=True, digits='Product Price',
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string='Unit Cost in Company Currency',
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help="Unit Cost in company currency in the unit of measure "
|
||||
"of the invoice line (which may be different from the unit "
|
||||
"of measure of the product).")
|
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standard_price_invoice_currency = fields.Float(
|
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compute='_compute_margin', store=True, digits='Product Price',
|
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string='Unit Cost in Invoice Currency',
|
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help="Unit Cost in invoice currency in the unit of measure "
|
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"of the invoice line (which may be different from the unit "
|
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"of measure of the product).")
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margin_invoice_currency = fields.Monetary(
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compute='_compute_margin', store=True,
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string='Margin in Invoice Currency', currency_field='currency_id')
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margin_company_currency = fields.Monetary(
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compute='_compute_margin', store=True,
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string='Margin in Company Currency',
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currency_field='company_currency_id')
|
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margin_rate = fields.Float(
|
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string="Margin Rate", readonly=True, store=True,
|
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compute='_compute_margin',
|
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digits=(16, 2), help="Margin rate in percentage of the sale price")
|
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|
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@api.depends(
|
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'product_id', 'product_uom_id', 'display_type', 'quantity', 'price_subtotal',
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'move_id.currency_id', 'move_id.move_type', 'move_id.company_id', 'move_id.date')
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def _compute_margin(self):
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for ml in self:
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standard_price_comp_cur = 0.0
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standard_price_inv_cur = 0.0
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margin_inv_cur = 0.0
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margin_comp_cur = 0.0
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margin_rate = 0.0
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if (
|
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ml.display_type == 'product' and
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ml.product_id and
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ml.move_type in ('out_invoice', 'out_refund')):
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move = ml.move_id
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date = move.date
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company = move.company_id
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company_currency = company.currency_id
|
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move_currency = move.currency_id
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standard_price_comp_cur = ml.product_id.with_company(company.id).standard_price
|
||||
if ml.product_uom_id and ml.product_uom_id != ml.product_id.uom_id:
|
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standard_price_comp_cur = ml.product_id.uom_id._compute_price(
|
||||
standard_price_comp_cur, ml.product_uom_id)
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standard_price_inv_cur = company_currency._convert(
|
||||
standard_price_comp_cur, move_currency, company, date)
|
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margin_inv_cur =\
|
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ml.price_subtotal - (ml.quantity * standard_price_inv_cur)
|
||||
margin_comp_cur = move_currency._convert(
|
||||
margin_inv_cur, company_currency, company, date)
|
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if ml.price_subtotal:
|
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margin_rate = 100 * margin_inv_cur / ml.price_subtotal
|
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# for a refund, margin should be negative
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# but margin rate should stay positive
|
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if ml.move_type == 'out_refund':
|
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margin_inv_cur *= -1
|
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margin_comp_cur *= -1
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ml.standard_price_company_currency = standard_price_comp_cur
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ml.standard_price_invoice_currency = standard_price_inv_cur
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ml.margin_invoice_currency = margin_inv_cur
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ml.margin_company_currency = margin_comp_cur
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ml.margin_rate = margin_rate
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class AccountMove(models.Model):
|
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_inherit = 'account.move'
|
||||
|
||||
margin_invoice_currency = fields.Monetary(
|
||||
string='Margin in Invoice Currency',
|
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compute='_compute_margin', store=True,
|
||||
currency_field='currency_id')
|
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margin_company_currency = fields.Monetary(
|
||||
string='Margin in Company Currency',
|
||||
compute='_compute_margin', store=True,
|
||||
currency_field='company_currency_id')
|
||||
|
||||
@api.depends(
|
||||
'move_type',
|
||||
'invoice_line_ids.margin_invoice_currency',
|
||||
'invoice_line_ids.margin_company_currency')
|
||||
def _compute_margin(self):
|
||||
rg_res = self.env['account.move.line'].read_group(
|
||||
[
|
||||
('move_id', 'in', self.ids),
|
||||
('display_type', '=', 'product'),
|
||||
('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
|
||||
],
|
||||
['move_id', 'margin_invoice_currency:sum', 'margin_company_currency:sum'],
|
||||
['move_id'])
|
||||
mapped_data = dict([(x['move_id'][0], {
|
||||
'margin_invoice_currency': x['margin_invoice_currency'],
|
||||
'margin_company_currency': x['margin_company_currency'],
|
||||
}) for x in rg_res])
|
||||
for move in self:
|
||||
move.margin_invoice_currency = mapped_data.get(move.id, {}).get('margin_invoice_currency')
|
||||
move.margin_company_currency = mapped_data.get(move.id, {}).get('margin_company_currency')
|
||||
|
|
@ -0,0 +1,55 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!--
|
||||
Copyright 2015-2025 Akretion (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_move_form" model="ir.ui.view">
|
||||
<field name="name">margin.account.move.form</field>
|
||||
<field name="model">account.move</field>
|
||||
<field name="inherit_id" ref="account.view_move_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<group name="sale_info_group" position="inside">
|
||||
<field name="margin_invoice_currency"
|
||||
groups="base.group_no_one"
|
||||
attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<field name="margin_company_currency"
|
||||
groups="base.group_no_one"
|
||||
attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
</group>
|
||||
<xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='price_total']" position="after">
|
||||
<field name="standard_price_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<field name="margin_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}" string="Margin"/>
|
||||
<field name="margin_rate" optional="hide" string="Margin %" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
</xpath>
|
||||
<xpath expr="//field[@name='invoice_line_ids']/form//field[@name='price_total']/.." position="inside">
|
||||
<field name="standard_price_company_currency"
|
||||
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<field name="standard_price_invoice_currency"
|
||||
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<field name="margin_invoice_currency"
|
||||
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<field name="margin_company_currency"
|
||||
groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<label for="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
|
||||
<div name="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}">
|
||||
<field name="margin_rate" class="oe_inline"/> %
|
||||
</div>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_invoice_tree" model="ir.ui.view">
|
||||
<field name="model">account.move</field>
|
||||
<field name="inherit_id" ref="account.view_invoice_tree"/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="amount_residual_signed" position="after">
|
||||
<field name="margin_company_currency" optional="hide" sum="1" invisible="context.get('default_move_type') not in ('out_invoice', 'out_refund')" string="Margin"/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,32 @@
|
|||
# Architecture
|
||||
|
||||
```mermaid
|
||||
flowchart TD
|
||||
U[Users] -->|HTTP| V[Views and QWeb Templates]
|
||||
V --> C[Controllers]
|
||||
V --> W[Wizards – Transient Models]
|
||||
C --> M[Models and ORM]
|
||||
W --> M
|
||||
M --> R[Reports]
|
||||
DX[Data XML] --> M
|
||||
S[Security – ACLs and Groups] -. enforces .-> M
|
||||
|
||||
subgraph Account_invoice_margin Module - account_invoice_margin
|
||||
direction LR
|
||||
M:::layer
|
||||
W:::layer
|
||||
C:::layer
|
||||
V:::layer
|
||||
R:::layer
|
||||
S:::layer
|
||||
DX:::layer
|
||||
end
|
||||
|
||||
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
|
||||
```
|
||||
|
||||
Notes
|
||||
- Views include tree/form/kanban templates and report templates.
|
||||
- Controllers provide website/portal routes when present.
|
||||
- Wizards are UI flows implemented with `models.TransientModel`.
|
||||
- Data XML loads data/demo records; Security defines groups and access.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Configuration
|
||||
|
||||
Refer to Odoo settings for account_invoice_margin. Configure related models, access rights, and options as needed.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Controllers
|
||||
|
||||
This module does not define custom HTTP controllers.
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Dependencies
|
||||
|
||||
This addon depends on:
|
||||
|
||||
- [account](../../odoo-bringout-oca-ocb-account)
|
||||
4
odoo-bringout-akretion-account_invoice_margin/doc/FAQ.md
Normal file
4
odoo-bringout-akretion-account_invoice_margin/doc/FAQ.md
Normal file
|
|
@ -0,0 +1,4 @@
|
|||
# FAQ
|
||||
|
||||
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
|
||||
- Q: How to enable? A: Start server with --addon account_invoice_margin or install in UI.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-akretion-account_invoice_margin"
|
||||
# or
|
||||
uv pip install odoo-bringout-akretion-account_invoice_margin"
|
||||
```
|
||||
14
odoo-bringout-akretion-account_invoice_margin/doc/MODELS.md
Normal file
14
odoo-bringout-akretion-account_invoice_margin/doc/MODELS.md
Normal file
|
|
@ -0,0 +1,14 @@
|
|||
# Models
|
||||
|
||||
Detected core models and extensions in account_invoice_margin.
|
||||
|
||||
```mermaid
|
||||
classDiagram
|
||||
class account_invoice_report
|
||||
class account_move
|
||||
class account_move_line
|
||||
```
|
||||
|
||||
Notes
|
||||
- Classes show model technical names; fields omitted for brevity.
|
||||
- Items listed under _inherit are extensions of existing models.
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
# Overview
|
||||
|
||||
Packaged Odoo addon: account_invoice_margin. Provides features documented in upstream Odoo 16 under this addon.
|
||||
|
||||
- Source: OCA/OCB 16.0, addon account_invoice_margin
|
||||
- License: LGPL-3
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
|
|
@ -0,0 +1,8 @@
|
|||
# Security
|
||||
|
||||
This module does not define custom security rules or access controls beyond Odoo defaults.
|
||||
|
||||
Default Odoo security applies:
|
||||
- Base user access through standard groups
|
||||
- Model access inherited from dependencies
|
||||
- No custom row-level security rules
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Troubleshooting
|
||||
|
||||
- Ensure Python and Odoo environment matches repo guidance.
|
||||
- Check database connectivity and logs if startup fails.
|
||||
- Validate that dependent addons listed in DEPENDENCIES.md are installed.
|
||||
|
|
@ -0,0 +1,7 @@
|
|||
# Usage
|
||||
|
||||
Start Odoo including this addon (from repo root):
|
||||
|
||||
```bash
|
||||
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon account_invoice_margin
|
||||
```
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
42
odoo-bringout-akretion-account_invoice_margin/pyproject.toml
Normal file
42
odoo-bringout-akretion-account_invoice_margin/pyproject.toml
Normal file
|
|
@ -0,0 +1,42 @@
|
|||
[project]
|
||||
name = "odoo-bringout-akretion-account_invoice_margin"
|
||||
version = "16.0.0"
|
||||
description = "Account Invoice Margin - Copy standard price on invoice line and compute margins"
|
||||
authors = [
|
||||
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
|
||||
]
|
||||
dependencies = [
|
||||
"odoo-bringout-oca-ocb-account>=16.0.0",
|
||||
"requests>=2.25.1"
|
||||
]
|
||||
readme = "README.md"
|
||||
requires-python = ">= 3.11"
|
||||
classifiers = [
|
||||
"Development Status :: 5 - Production/Stable",
|
||||
"Intended Audience :: Developers",
|
||||
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
|
||||
"Programming Language :: Python :: 3",
|
||||
"Programming Language :: Python :: 3.11",
|
||||
"Programming Language :: Python :: 3.12",
|
||||
"Topic :: Office/Business",
|
||||
]
|
||||
|
||||
[project.urls]
|
||||
homepage = "https://github.com/bringout/0"
|
||||
repository = "https://github.com/bringout/0"
|
||||
|
||||
[build-system]
|
||||
requires = ["hatchling"]
|
||||
build-backend = "hatchling.build"
|
||||
|
||||
[tool.hatch.metadata]
|
||||
allow-direct-references = true
|
||||
|
||||
[tool.hatch.build.targets.wheel]
|
||||
packages = ["account_invoice_margin"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue