[ADD] sale: merged sale_layout into sale
This commit is contained in:
Julien Louette
committed by
David Monjoie
David Monjoie
parent
91e8de0b05
commit
a6b240b6bc
@@ -3,6 +3,7 @@
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import sale
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import sale_analytic
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import sale_layout
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import sales_team
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import res_partner
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import wizard
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@@ -32,6 +32,8 @@ You can choose flexible invoicing methods:
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* *On Delivery Order*: Invoices are generated from picking (delivery)
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* *Before Delivery*: A Draft invoice is created and must be paid before delivery
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With this module you can personnalize the sale order and invoice report with
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separators, page-breaks or subtotals.
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The Dashboard for the Sales Manager will include
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------------------------------------------------
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@@ -39,7 +41,7 @@ The Dashboard for the Sales Manager will include
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* Monthly Turnover (Graph)
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""",
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'website': 'https://www.odoo.com/page/crm',
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'depends': ['sales_team','account', 'procurement', 'report'],
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'depends': ['sales_team', 'account', 'procurement', 'report'],
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'data': [
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'wizard/sale_make_invoice_advance.xml',
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'security/sale_security.xml',
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@@ -47,6 +49,7 @@ The Dashboard for the Sales Manager will include
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'sale_sequence.xml',
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'sale_report.xml',
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'sale_data.xml',
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'sale_layout_category_data.xml',
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'sale_view.xml',
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'sales_team_view.xml',
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'res_partner_view.xml',
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@@ -55,6 +58,9 @@ The Dashboard for the Sales Manager will include
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'res_config_view.xml',
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'views/report_saleorder.xml',
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'views/sale.xml',
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'views/report_invoice_layouted.xml',
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'views/sale_layout_category_view.xml',
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'views/sale_layout_template.xml',
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'sales_team_dashboard.xml',
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'sale_tip_data.xml',
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],
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@@ -45,10 +45,10 @@ class sale_configuration(osv.TransientModel):
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(0, 'Salespeople do not need to view margins when quoting'),
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(1, 'Display margins on quotations and sales orders')
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], "Margins"),
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'module_sale_layout': fields.selection([
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'group_sale_layout': fields.selection([
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(0, 'Do not personalize sale orders and invoice reports'),
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(1, 'Personnalize the sale orders and invoice report with separators, page-breaks or subtotals')
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], "Sale Reports Layout"),
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(1, 'Personalize the sale orders and invoice report with separators, page-breaks or subtotals')
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], "Sale Reports Layout", implied_group='sale.group_sale_layout'),
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'module_website_quote': fields.selection([
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(0, 'Print quotes or send by email'),
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(1, 'Send online quotations based on templates (advanced)')
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@@ -18,7 +18,7 @@
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<field name="group_discount_per_so_line" widget="radio"/>
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<field name="module_website_quote" widget="radio"/>
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<field name="module_sale_margin" widget="radio"/>
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<field name="module_sale_layout" widget="radio"/>
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<field name="group_sale_layout" widget="radio"/>
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<field name="auto_done_setting" widget="radio"/>
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<label for="sale_pricelist_setting" string="Sale Price"/>
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<div>
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+47
-1
@@ -1,6 +1,7 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from itertools import groupby
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from datetime import datetime, timedelta
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from openerp import SUPERUSER_ID
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from openerp import api, fields, models, _
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@@ -420,11 +421,29 @@ class SaleOrder(models.Model):
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})
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order.project_id = analytic
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@api.multi
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def layout_categories(self):
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"""
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Returns this order lines ordered by sale_layout_category sequence. Used to render the report.
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"""
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self.ensure_one()
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grouped_lines = []
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for category, lines in groupby(self.order_line, lambda l: l.layout_category_id):
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grouped_lines.append({
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'name': category and category.name or 'Uncategorized',
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'subtotal': category and category.subtotal,
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'separator': category and category.separator,
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'pagebreak': category and category.pagebreak,
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'lines': list(lines)
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})
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return grouped_lines
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class SaleOrderLine(models.Model):
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_name = 'sale.order.line'
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_description = 'Sales Order Line'
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_order = 'order_id desc, sequence, id'
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_order = 'order_id, layout_category_id, sequence, id'
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@api.depends('state', 'product_uom_qty', 'qty_delivered', 'qty_to_invoice', 'qty_invoiced')
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def _compute_invoice_status(self):
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@@ -656,6 +675,10 @@ class SaleOrderLine(models.Model):
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help="Number of days between the order confirmation and the shipping of the products to the customer", oldname="delay")
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procurement_ids = fields.One2many('procurement.order', 'sale_line_id', string='Procurements')
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layout_category_id = fields.Many2one('sale.layout_category', string='Section')
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layout_category_sequence = fields.Integer(related='layout_category_id.sequence', string='Layout Sequence', store=True)
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# Store is intentionally set in order to keep the "historic" order.
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@api.multi
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def _prepare_invoice_line(self, qty):
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"""
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@@ -684,6 +707,8 @@ class SaleOrderLine(models.Model):
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'discount': self.discount,
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'uom_id': self.product_uom.id,
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'product_id': self.product_id.id or False,
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'layout_category_id': self.layout_category_id and self.layout_category_id.id or False,
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'product_id': self.product_id.id or False,
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'invoice_line_tax_ids': [(6, 0, self.tax_id.ids)],
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'account_analytic_id': self.order_id.project_id.id,
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}
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@@ -812,10 +837,31 @@ class AccountInvoice(models.Model):
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order.message_post(body=_("Invoice %s paid") % (name))
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return res
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@api.multi
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def layout_categories(self):
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"""
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Returns this sale order lines ordered by sale_layout_category sequence. Used to render the report.
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"""
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self.ensure_one()
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grouped_lines = []
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for category, lines in groupby(self.invoice_line_ids, lambda l: l.layout_category_id):
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grouped_lines.append({
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'name': category and category.name or 'Uncategorized',
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'subtotal': category and category.subtotal,
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'separator': category and category.separator,
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'pagebreak': category and category.pagebreak,
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'lines': list(lines)
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})
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return grouped_lines
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class AccountInvoiceLine(models.Model):
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_inherit = 'account.invoice.line'
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_order = 'invoice_id, layout_category_id, sequence, id'
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sale_line_ids = fields.Many2many('sale.order.line', 'sale_order_line_invoice_rel', 'invoice_line_id', 'order_line_id', string='Sale Order Lines', readonly=True, copy=False)
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layout_category_id = fields.Many2one('sale.layout_category', string='Section')
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layout_category_sequence = fields.Integer(related='layout_category_id.sequence', string='Layout Sequence', store=True, default=0)
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class ProcurementOrder(models.Model):
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@@ -0,0 +1,23 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from openerp.osv import osv, fields
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class SaleLayoutCategory(osv.Model):
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_name = 'sale.layout_category'
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_order = 'sequence, id'
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_columns = {
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'name': fields.char('Name', required=True, translate=True),
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'sequence': fields.integer('Sequence', required=True),
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'subtotal': fields.boolean('Add subtotal'),
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'separator': fields.boolean('Add separator'),
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'pagebreak': fields.boolean('Add pagebreak')
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}
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_defaults = {
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'subtotal': True,
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'separator': True,
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'pagebreak': False,
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'sequence': 10
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}
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@@ -0,0 +1,20 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="1">
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<record id="sale_layout_cat_1" model="sale.layout_category">
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<field name="name">Services</field>
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<field name="subtotal" eval="True"></field>
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<field name="separator" eval="True"></field>
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<field name="pagebreak" eval="True"></field>
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<field name="sequence">1</field>
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</record>
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<record id="sale_layout_cat_2" model="sale.layout_category">
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<field name="name">Material</field>
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<field name="subtotal" eval="True"></field>
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<field name="separator" eval="True"></field>
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<field name="pagebreak" eval="False"></field>
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<field name="sequence">10</field>
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</record>
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</data>
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</openerp>
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@@ -191,6 +191,7 @@
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id}"
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attrs="{'readonly': ['|', ('qty_invoiced', '>', 0), ('procurement_ids', '!=', [])]}"
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/>
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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<field name="invoice_status" invisible="1"/>
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<field name="qty_to_invoice" invisible="1"/>
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<field name="qty_delivered_updateable" invisible="1"/>
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@@ -243,6 +244,7 @@
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attrs="{'readonly': ['|', ('qty_invoiced', '>', 0), ('procurement_ids', '!=', [])]}"
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id}"
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/>
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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<field name="name"/>
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<field name="product_uom_qty"
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string="Ordered Qty"
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@@ -639,6 +641,22 @@
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="team_id"/>
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</xpath>
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<xpath expr="//page/field[@name='invoice_line_ids']/tree/field[@name='product_id']" position="after">
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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</xpath>
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</data>
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</field>
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</record>
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<record model="ir.ui.view" id="account_invoice_line_form">
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<field name="name">account.invoice.line.form</field>
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<field name="model">account.invoice.line</field>
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<field name="inherit_id" ref="account.view_invoice_line_form"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//group/group/field[@name='product_id']" position="after">
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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</xpath>
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</data>
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</field>
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</record>
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@@ -35,3 +35,8 @@ access_product_group_res_partner_sale_manager,res_partner group_sale_manager,bas
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access_account_move_line_salesman,account.move.line invoice,account.model_account_move_line,base.group_sale_salesman,1,0,0,0
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access_sale_order_invoicing_payments,sale.order,model_sale_order,account.group_account_invoice,1,1,0,0
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access_sale_order_line_invoicing_payments,sale.order.line,model_sale_order_line,account.group_account_invoice,1,1,0,0
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report_layout_category_1,report_layout_category_1,model_sale_layout_category,base.group_sale_manager,1,1,1,1
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report_layout_category_2,report_layout_category_2,model_sale_layout_category,account.group_account_manager,1,1,1,1
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report_layout_category_3,report_layout_category_3,model_sale_layout_category,base.group_sale_salesman,1,1,1,0
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report_layout_category_4,report_layout_category_4,model_sale_layout_category,base.group_sale_salesman_all_leads,1,1,1,0
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report_layout_category_5,report_layout_category_5,model_sale_layout_category,account.group_account_invoice,1,0,0,0
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@@ -24,6 +24,12 @@
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<field name="users" eval="[(4, ref('base.user_root'))]"/>
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</record>
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<record id="sale.group_sale_layout" model="res.groups">
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<field name="name">Personalize sale order and invoice report</field>
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<field name="category_id" ref="base.module_category_hidden"/>
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<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
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</record>
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<record id="group_delivery_invoice_address" model="res.groups">
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<field name="name">Addresses in Sales Orders</field>
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<field name="category_id" ref="base.module_category_hidden"/>
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@@ -0,0 +1,85 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<template id="report_invoice_layouted" inherit_id="account.report_invoice_document">
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<xpath expr="//table/tbody[@class='invoice_tbody']" position="replace">
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<t t-foreach="o.layout_categories()" t-as="layout_category">
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<t t-if="layout_category_size > 1" groups="sale.group_sale_layout">
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<tr class="active">
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<td colspan="7" style="font-weight: bold; border-bottom: 1px solid black;">&bull;
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<t t-esc="layout_category['name']"/>
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</td>
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</tr>
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</t>
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<!-- Lines associated -->
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<t t-foreach="layout_category['lines']" t-as="l">
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<tr>
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<td><span t-field="l.name"/></td>
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<td class="text-right">
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<span t-field="l.quantity"/>
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<span t-field="l.uom_id" groups="product.group_uom"/>
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</td>
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<td class="text-right">
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<span t-field="l.price_unit"/>
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</td>
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<td t-if="display_discount" class="text-right" groups="sale.group_discount_per_so_line">
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<span t-field="l.discount"/>
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</td>
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<td>
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<span t-esc="', '.join(map(lambda x: x.name, l.invoice_line_tax_ids))"/>
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</td>
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<td class="text-right">
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<span t-field="l.price_subtotal"
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t-field-options='{"widget": "monetary", "display_currency": "o.currency_id"}'/>
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</td>
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</tr>
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</t>
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<t t-if="layout_category_size > 1 and layout_category['subtotal']" groups="sale.group_sale_layout">
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<tr class="text-right">
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<td colspan="6">
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<strong>Subtotal: </strong>
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<t t-set="subtotal" t-value="sum(line.price_subtotal for line in layout_category['lines'])"/>
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<span t-esc="subtotal" t-esc-options='{"widget": "monetary", "display_currency": "o.currency_id"}'/>
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</td>
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</tr>
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</t>
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<t t-if="layout_category_size > 1 and layout_category['separator']" groups="sale.group_sale_layout">
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<tr class="text-center">
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<td colspan="6">
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<t t-call="sale.layout_category_separator"/>
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</td>
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</tr>
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</t>
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<t t-if="layout_category_size > 1 and layout_category['pagebreak']" groups="sale.group_sale_layout">
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<t t-if="layout_category_index < layout_category_size - 1">
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<![CDATA[
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</tbody>
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</table>
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<p style="page-break-before:always;"> </p>
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<table class="table table-condensed">
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]]>
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<thead>
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<tr>
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<th>Description</th>
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<th class="text-right">Quantity</th>
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<th class="text-right">Unit Price</th>
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<th t-if="display_discount" class="text-right" groups="sale.group_discount_per_so_line">Disc.(%)</th>
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<th class="text-right">Taxes</th>
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<th class="text-right">Tax Excluded Price</th>
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</tr>
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</thead>
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<![CDATA[
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<tbody>
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]]>
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</t>
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</t>
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</t>
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</xpath>
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</template>
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</data>
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</openerp>
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@@ -15,7 +15,7 @@
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<p t-if="doc.partner_id.vat">VAT: <span t-field="doc.partner_id.vat"/></p>
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<div t-if="doc.partner_shipping_id != doc.partner_invoice_id" class="mt8">
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<strong>Shipping address:</strong>
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<div t-field="doc.partner_shipping_id"
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<div t-field="doc.partner_shipping_id"
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t-field-options='{"widget": "contact", "fields": ["address", "name", "phone", "fax"], "no_marker": true, "phone_icons": true}'/>
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<p t-if="doc.partner_id.vat">VAT: <span t-field="doc.partner_id.vat"/></p>
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</div>
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@@ -67,29 +67,81 @@
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</tr>
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</thead>
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<tbody class="sale_tbody">
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<t t-foreach="doc.order_line" t-as="l">
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<tr t-if="l.product_uom_qty">
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<td>
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<span t-field="l.name"/>
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</td>
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<td class="text-right">
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<span t-field="l.product_uom_qty"/>
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<span groups="product.group_uom" t-field="l.product_uom"/>
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</td>
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<td class="text-right">
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<span t-field="l.price_unit"/>
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</td>
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<td t-if="display_discount" class="text-right" groups="sale.group_discount_per_so_line">
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<span t-field="l.discount"/>
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</td>
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<td class="text-right">
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<span t-esc="', '.join(map(lambda x: (x.description or x.name), l.tax_id))"/>
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</td>
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<td class="text-right">
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<span t-field="l.price_subtotal"
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t-field-options='{"widget": "monetary", "display_currency": "doc.pricelist_id.currency_id"}'/>
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</td>
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</tr>
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<t t-foreach="doc.layout_categories()" t-as="layout_category">
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<t t-if="layout_category_size > 1" groups="sale.group_sale_layout">
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<tr class="active">
|
||||
<td colspan="7" style="font-weight: bold; border-bottom: 1px solid black;">&bull;
|
||||
<t t-esc="layout_category['name']"/>
|
||||
</td>
|
||||
</tr>
|
||||
</t>
|
||||
|
||||
<!-- Lines associated -->
|
||||
<t t-foreach="layout_category['lines']" t-as="l">
|
||||
<tr>
|
||||
<td><span t-field="l.name"/></td>
|
||||
<td class="text-right">
|
||||
<span t-field="l.product_uom_qty"/>
|
||||
<span t-field="l.product_uom" groups="product.group_uom"/>
|
||||
</td>
|
||||
<td class="text-right">
|
||||
<span t-field="l.price_unit"/>
|
||||
</td>
|
||||
<td t-if="display_discount" class="text-right" groups="sale.group_discount_per_so_line">
|
||||
<span t-field="l.discount"/>
|
||||
</td>
|
||||
<td>
|
||||
<span t-esc="', '.join(map(lambda x: (x.description or x.name), l.tax_id))"/>
|
||||
</td>
|
||||
<td class="text-right">
|
||||
<span t-field="l.price_subtotal"
|
||||
t-field-options='{"widget": "monetary", "display_currency": "doc.pricelist_id.currency_id"}'/>
|
||||
</td>
|
||||
</tr>
|
||||
</t>
|
||||
|
||||
<t t-if="layout_category_size > 1 and layout_category['subtotal']" groups="sale.group_sale_layout">
|
||||
<tr class="text-right">
|
||||
<td colspan="6">
|
||||
<strong>Subtotal: </strong>
|
||||
<t t-set="subtotal" t-value="sum(line.price_subtotal for line in layout_category['lines'])"/>
|
||||
<span t-esc="subtotal" t-esc-options='{"widget": "monetary", "display_currency": "doc.pricelist_id.currency_id"}'/>
|
||||
</td>
|
||||
</tr>
|
||||
</t>
|
||||
|
||||
<t t-if="layout_category_size > 1 and layout_category['separator']" groups="sale.group_sale_layout">
|
||||
<tr class="text-center">
|
||||
<td colspan="6">
|
||||
<t t-call="sale.layout_category_separator"/>
|
||||
</td>
|
||||
</tr>
|
||||
</t>
|
||||
|
||||
<t t-if="layout_category_size > 1 and layout_category['pagebreak']" groups="sale.group_sale_layout">
|
||||
<t t-if="layout_category_index < layout_category_size - 1">
|
||||
<![CDATA[
|
||||
</tbody>
|
||||
</table>
|
||||
<p style="page-break-before:always;"> </p>
|
||||
<table class="table table-condensed">
|
||||
]]>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Description</th>
|
||||
<th class="text-right">Quantity</th>
|
||||
<th class="text-right">Unit Price</th>
|
||||
<th t-if="display_discount" class="text-right" groups="sale.group_discount_per_so_line">Disc.(%)</th>
|
||||
<th class="text-right">Taxes</th>
|
||||
<th class="text-right">Tax Excluded Price</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<![CDATA[
|
||||
<tbody>
|
||||
]]>
|
||||
</t>
|
||||
</t>
|
||||
</t>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
@@ -0,0 +1,66 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<openerp>
|
||||
<data>
|
||||
<!-- Report configuration -->
|
||||
<record id="report_configuration_form_view" model="ir.ui.view">
|
||||
<field name="name">report.configuration.form.view</field>
|
||||
<field name="model">sale.layout_category</field>
|
||||
<field name="arch" type="xml">
|
||||
<form string="Report Configuration">
|
||||
<group>
|
||||
<field name="name"/>
|
||||
<field name="subtotal" widget="checkbox"/>
|
||||
<field name="separator" widget="checkbox"/>
|
||||
<field name="pagebreak" widget="checkbox"/>
|
||||
<field name="sequence"/>
|
||||
</group>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="report_configuration_tree_view" model="ir.ui.view">
|
||||
<field name="name">report.configuration.form.view</field>
|
||||
<field name="model">sale.layout_category</field>
|
||||
<field name="arch" type="xml">
|
||||
<tree string="Report Configuration">
|
||||
<field name="name"/>
|
||||
<field name="subtotal" widget="checkbox"/>
|
||||
<field name="separator" widget="checkbox"/>
|
||||
<field name="pagebreak" widget="checkbox"/>
|
||||
<field name="sequence"/>
|
||||
</tree>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="report_configuration_search_view" model="ir.ui.view" >
|
||||
<field name="name">report.configuration.search.view</field>
|
||||
<field name="model">sale.layout_category</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Name">
|
||||
<filter string="Total" domain="[('subtotal','=','True')]"/>
|
||||
<filter string="Separator" domain="[('separator','=','True')]"/>
|
||||
<filter string="Break" domain="[('pagebreak','=','True')]"/>
|
||||
<group string="Group By Name">
|
||||
<filter string="Name" context="{'group_by' : 'name'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id='report_configuration_action' model='ir.actions.act_window'>
|
||||
<field name="name">Report Configuration</field>
|
||||
<field name="res_model">sale.layout_category</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
</record>
|
||||
|
||||
<menuitem
|
||||
action="report_configuration_action"
|
||||
id="Report_configuration"
|
||||
parent="base.menu_sales_config"
|
||||
sequence="2"
|
||||
name="Report Layout Categories"
|
||||
groups="sale.group_sale_layout"
|
||||
/>
|
||||
</data>
|
||||
</openerp>
|
||||
@@ -0,0 +1,8 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<template id="layout_category_separator">
|
||||
***
|
||||
</template>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user