[16.0][MIG] sale_margin_delivered: Migration to 16.0

sale_margin_delivered/README.rst

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+=====================
+Sale Margin Delivered
+=====================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmargin--analysis-lightgray.png?logo=github
+    :target: https://github.com/OCA/margin-analysis/tree/16.0/sale_margin_delivered
+    :alt: OCA/margin-analysis
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/margin-analysis-16-0/margin-analysis-16-0-sale_margin_delivered
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/webui/builds.html?repo=OCA/margin-analysis&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+Computes sale order lines margins for the delivered items.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To grant Sales Margin view privileges to a user, go to *Settings > Users &
+Companies > Users*, select the user and set *Show Sale Margin* on.
+
+Usage
+=====
+
+#. Go to *Sales > Orders > Quotations*.
+#. Create a new *Sales Order* and add a line with an stockable product. Set a
+   quantity higher than one.
+#. Confirm the *Sales Order* and deliver just a partial amount of product in
+   the picking.
+#. Go to *Sales > Reporting > Sales* and unfold the *Order Reference* dimension
+   and the *Margin* and *Margin Delivered* to compare them.
+
+For example:
+
+In an order line with a product at a cost of 10 and a sell price of 25 we
+deliver 2 of 3 units. Then, the reported margins would be:
+
+`margin`: 45 (3 * 15)
+`margin_delivered`: 30 (2 * 15)
+
+Additionally, you can check the margin and the margin percent in the sales
+order line.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/margin-analysis/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/margin-analysis/issues/new?body=module:%20sale_margin_delivered%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Sergio Teruel
+  * David Vidal
+  * Carlos Roca
+  * Pilar Vargas
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
+    :target: https://github.com/sergio-teruel
+    :alt: sergio-teruel
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-sergio-teruel| 
+
+This module is part of the `OCA/margin-analysis <https://github.com/OCA/margin-analysis/tree/16.0/sale_margin_delivered>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_margin_delivered/__init__.py

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+from . import models
+from . import reports

sale_margin_delivered/__manifest__.py

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+# Copyright 2018 Tecnativa - Sergio Teruel
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Sale Margin Delivered",
+    "version": "16.0.1.0.0",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/margin-analysis",
+    "category": "Sales",
+    "license": "AGPL-3",
+    "depends": ["sale_stock", "sale_margin"],
+    "data": ["views/sale_margin_delivered_view.xml"],
+    "installable": True,
+    "development_status": "Production/Stable",
+    "maintainers": ["sergio-teruel"],
+}

sale_margin_delivered/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_margin_delivered
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 11.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2019-12-09 08:52+0000\n"
+"PO-Revision-Date: 2019-12-09 09:55+0100\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 2.0.6\n"
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "% Margin"
+msgstr "% Margen"
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "Cost Price dlvd."
+msgstr "Coste de lo entregado."
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "Margin"
+msgstr "Margen"
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_report__margin_delivered
+msgid "Margin Delivered"
+msgstr "Margen de lo entregado"
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
+msgid "Margin Delivered Percent"
+msgstr "Porcentage de margen de lo entregado"
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "Margin dlvd."
+msgstr "Margen entr."
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
+msgid "Purchase Price Delivered"
+msgstr "Precio de compra de lo entregado"
+
+#. module: sale_margin_delivered
+#: model:ir.model,name:sale_margin_delivered.model_sale_report
+msgid "Sales Analysis Report"
+msgstr "Análisis de ventas"
+
+#. module: sale_margin_delivered
+#: model:ir.model,name:sale_margin_delivered.model_sale_order_line
+msgid "Sales Order Line"
+msgstr "Línea de pedido de ventas"
+

sale_margin_delivered/i18n/sale_margin_delivered.pot

@@ -0,0 +1,55 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_margin_delivered
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "% Margin"
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "Cost Price dlvd."
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_report__margin_delivered
+msgid "Margin Delivered"
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
+msgid "Margin Delivered Percent"
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
+msgid "Margin dlvd."
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
+msgid "Purchase Price Delivery"
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model:ir.model,name:sale_margin_delivered.model_sale_report
+msgid "Sales Analysis Report"
+msgstr ""
+
+#. module: sale_margin_delivered
+#: model:ir.model,name:sale_margin_delivered.model_sale_order_line
+msgid "Sales Order Line"
+msgstr ""

sale_margin_delivered/migrations/16.0.1.0.0/post-migration.py

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+# Copyright 2023 Tecnativa - Pilar Vargas
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    sale_margin_delivered_security = env["ir.module.module"].search(
+        [
+            ("name", "=", "sale_margin_delivered_security"),
+            ("state", "=", "uninstalled"),
+        ]
+    )
+    if sale_margin_delivered_security:
+        sale_margin_delivered_security.state = "to install"

sale_margin_delivered/models/__init__.py

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+from . import sale_margin

sale_margin_delivered/models/sale_margin.py

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+# Copyright 2018 Tecnativa - Sergio Teruel
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models, tools
+
+
+class SaleOrderLine(models.Model):
+    _inherit = "sale.order.line"
+
+    margin_delivered = fields.Float(compute="_compute_margin_delivered", store=True)
+    margin_delivered_percent = fields.Float(
+        compute="_compute_margin_delivered",
+        store=True,
+        readonly=True,
+    )
+    purchase_price_delivery = fields.Float(
+        compute="_compute_margin_delivered",
+        store=True,
+    )
+
+    @api.depends(
+        "margin",
+        "qty_delivered",
+        "product_uom_qty",
+        "move_ids.stock_valuation_layer_ids.unit_cost",
+    )
+    def _compute_margin_delivered(self):
+        digits = self.env["decimal.precision"].precision_get("Product Price")
+        self.margin_delivered = 0.0
+        self.margin_delivered_percent = 0.0
+        self.purchase_price_delivery = 0.0
+        for line in self.filtered("qty_delivered"):
+            if line.product_id.type != "product":
+                currency = line.order_id.pricelist_id.currency_id
+                price = line.purchase_price
+                line.margin_delivered = currency.round(
+                    line.price_subtotal - (price * line.qty_delivered)
+                )
+                line.purchase_price_delivery = price
+                continue
+            else:
+                cost_price = 0.0
+                moves = line.move_ids.filtered(
+                    lambda x: (
+                        x.state == "done"
+                        and (
+                            x.picking_code == "outgoing"
+                            or (x.picking_code == "incoming" and x.to_refund)
+                        )
+                    )
+                )
+                for move in moves:
+                    # In v12.0 price unit was negative for incomming moves, in
+                    # v13.0 price unit is positive in stock valuation layer model
+                    cost = move.stock_valuation_layer_ids[:1].unit_cost
+                    if move.to_refund:
+                        cost = -cost
+                    cost_price += move.product_qty * cost
+                average_price = (
+                    abs(cost_price) / line.qty_delivered
+                ) or line.purchase_price
+                line.purchase_price_delivery = tools.float_round(
+                    average_price, precision_digits=digits
+                )
+                line.margin_delivered = line.qty_delivered * (
+                    line.price_reduce - line.purchase_price_delivery
+                )
+            # compute percent margin based on delivered quantities or ordered
+            # quantities
+            if line.price_reduce:
+                line.margin_delivered_percent = (
+                    (line.price_reduce - line.purchase_price_delivery)
+                    / line.price_reduce
+                    * 100.0
+                )

sale_margin_delivered/readme/CONFIGURE.rst

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+To grant Sales Margin view privileges to a user, go to *Settings > Users &
+Companies > Users*, select the user and set *Show Sale Margin* on.

sale_margin_delivered/readme/CONTRIBUTORS.rst

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+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Sergio Teruel
+  * David Vidal
+  * Carlos Roca
+  * Pilar Vargas

sale_margin_delivered/readme/DESCRIPTION.rst

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+Computes sale order lines margins for the delivered items.

sale_margin_delivered/readme/USAGE.rst

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+#. Go to *Sales > Orders > Quotations*.
+#. Create a new *Sales Order* and add a line with an stockable product. Set a
+   quantity higher than one.
+#. Confirm the *Sales Order* and deliver just a partial amount of product in
+   the picking.
+#. Go to *Sales > Reporting > Sales* and unfold the *Order Reference* dimension
+   and the *Margin* and *Margin Delivered* to compare them.
+
+For example:
+
+In an order line with a product at a cost of 10 and a sell price of 25 we
+deliver 2 of 3 units. Then, the reported margins would be:
+
+`margin`: 45 (3 * 15)
+`margin_delivered`: 30 (2 * 15)
+
+Additionally, you can check the margin and the margin percent in the sales
+order line.

sale_margin_delivered/reports/__init__.py

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+from . import sale_report