[ADD] product_pricelist_total_margin: New module for additive margin calculation

- Add use_total_margin field to pricelist items
- Override _compute_price() to sum margins additively instead of compounding
- Support chained pricelists with custom base types (last_purchase_price)
- Add global minimum and maximum margin limits configuration
- Store limits in ir.config_parameter via res.config.settings
- Apply global limits after total margin calculation
- Add comprehensive test suite (9 tests) covering:
  * Basic additive vs compound margin behavior
  * Three-level pricelist chains
  * Global minimum/maximum margin enforcement
  * Rounding and surcharge compatibility
- Add configuration UI in Settings > Sales
- All tests passing (9/9)

This module fixes the issue where chained pricelists were compounding margins
instead of calculating total margins. Example: base 4.68€ with -5% and +25%
now correctly results in 5.616€ (20% total) instead of 5.56€ (compound).
This commit is contained in:
snt 2026-02-21 16:11:13 +01:00
parent f35bf0c5a1
commit 32f345bc44
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# duplicate module name errors when multiple addons include scripts with the # duplicate module name errors when multiple addons include scripts with the
# same filename. # same filename.
exclude = .*/migrations/.* exclude = .*/migrations/.*
# Ignore missing imports from Odoo modules
[mypy-odoo.*]
ignore_missing_imports = True
[mypy-odoo]
ignore_missing_imports = True

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# Product Pricelist Total Margin
## Overview
This module solves the problem of **compounded margins** when using chained pricelists in Odoo. By default, Odoo applies each pricelist rule's margin on top of the previous result, leading to compounded percentages. This module provides an option to calculate margins **additively** instead.
## Problem Description
### Standard Odoo Behavior (Compound Margins)
When you chain pricelists (Pricelist A → Pricelist B), Odoo applies margins in cascade:
```
Base price: 4.68€
Pricelist A: -5% discount → 4.68 × 0.95 = 4.446€
Pricelist B: 25% markup → 4.446 × 1.25 = 5.5575€
```
**Result:** 5.56€ (effective margin: 18.8%)
### Desired Behavior (Total/Additive Margins)
With this module, you can calculate the **total margin** by summing percentages:
```
Base price: 4.68€
Total margin: -5% + 25% = 20%
Final price: 4.68 × 1.20 = 5.616€
```
**Result:** 5.62€ (effective margin: 20%)
## Features
- ✅ **Additive margin calculation** across chained pricelists
- ✅ **Opt-in via checkbox** - doesn't affect existing pricelists
- ✅ **Compatible with custom bases** (`last_purchase_price` from `product_sale_price_from_pricelist`)
- ✅ **Supports all formula extras** (price_round, price_surcharge, price_min/max_margin)
- ✅ **Multi-level chains** - works with 2+ pricelists in sequence
- ✅ **Currency conversion** - handles multi-currency scenarios
- ✅ **Detailed logging** - debug pricing calculations easily
## Installation
1. **Install dependencies:**
```bash
# Ensure these modules are installed:
- product
- product_price_category
- product_sale_price_from_pricelist
```
2. **Install module:**
```bash
docker-compose exec odoo odoo -d odoo -u product_pricelist_total_margin --stop-after-init
```
3. **Restart Odoo:**
```bash
docker-compose restart odoo
```
## Configuration
### Step 1: Create Base Pricelist
Create a pricelist that defines your base pricing logic:
1. Go to **Sales > Configuration > Pricelists**
2. Create a new pricelist: "Base Pricelist - Last Purchase Price"
3. Add a rule:
- **Apply On:** All Products
- **Based on:** Last Purchase Price (or List Price, Standard Price, etc.)
- **Price Computation:** Formula
- **Discount:** 5% (for "cesta básica" category example)
### Step 2: Create Chained Pricelist
Create a pricelist that chains to the base one:
1. Create a new pricelist: "Category Margin - Repostería"
2. Add a rule:
- **Apply On:** All Products (or specific category)
- **Based on:** Other Pricelist → Select "Base Pricelist - Last Purchase Price"
- **Price Computation:** Formula
- **Discount:** -25% (negative = 25% markup)
- **☑️ Use Total Margin:** Check this box!
### Step 3: Assign to Products
- For automatic price calculation, configure the pricelist in **Settings > Sales > Automatic Price Configuration**
- Or assign the pricelist to specific customers/partners
## Usage Example
### Scenario: Cooperative Pricing System
Your cooperative has two margin rules:
1. **Price Category Discount:** "Cesta Básica" products get -5% (to make them affordable)
2. **Product Category Markup:** "Repostería" products get +25% (higher margin category)
**Without this module (compound):**
```
Product: Flour (cesta básica, repostería)
Purchase price: 4.68€
After price category (-5%): 4.446€
After product category (+25%): 5.5575€ ❌ Wrong effective margin: 18.8%
```
**With this module (total margin enabled):**
```
Product: Flour (cesta básica, repostería)
Purchase price: 4.68€
Total margin: -5% + 25% = 20%
Final price: 5.616€ ✅ Correct effective margin: 20%
```
## Technical Details
### New Field
- **Model:** `product.pricelist.item`
- **Field:** `use_total_margin` (Boolean)
- **Default:** False (opt-in)
- **Visibility:** Only shown when:
- `compute_price = 'formula'`
- `base = 'pricelist'` (chained pricelist)
### Methods
#### `_get_base_price_and_margins(product, quantity, uom, date, currency)`
Traverses the pricelist chain backwards to:
1. Find the original base price (before any margins)
2. Collect all margin percentages along the chain
Returns: `(base_price: float, margins: list[float])`
#### `_compute_original_base_price(item, product, quantity, uom, date, currency)`
Computes the base price from the bottom item of the chain, supporting:
- `last_purchase_price` (custom from `product_sale_price_from_pricelist`)
- `list_price` (standard)
- `standard_price` (cost)
- Currency conversions
#### `_apply_formula_extras(price, base_price, currency)`
Applies additional formula options:
- `price_round`: Round to nearest value
- `price_surcharge`: Add fixed amount
- `price_min_margin`: Enforce minimum margin
- `price_max_margin`: Enforce maximum margin
#### `_compute_price(product, quantity, uom, date, currency)` [OVERRIDE]
Main override that:
1. Checks if `use_total_margin=True` and conditions are met
2. Calls helper methods to get base price and margins
3. Sums margins additively: `total_margin = sum(margins)`
4. Applies total margin: `price = base_price * (1 + total_margin / 100)`
5. Applies formula extras
6. Falls back to standard behavior if conditions not met
### Logging
All calculations are logged with `[TOTAL MARGIN]` prefix for easy debugging:
```python
_logger.info("[TOTAL MARGIN] Item %s: base=%s, margin=%.2f%%", ...)
_logger.info("[TOTAL MARGIN] Margins: ['5.0%', '25.0%'] = 20.0% total")
_logger.info("[TOTAL MARGIN] Base price 4.68 * (1 + 20.0%) = 5.616")
```
View logs:
```bash
docker-compose logs -f odoo | grep "TOTAL MARGIN"
```
## Testing
### Run Tests
```bash
docker-compose run odoo odoo -d odoo --test-enable --stop-after-init -u product_pricelist_total_margin
```
### Test Coverage
- ✅ Compound margin (default behavior preserved)
- ✅ Total margin (additive calculation)
- ✅ Formula extras (round, surcharge, min/max)
- ✅ 3-level pricelist chains
- ✅ Different base types (last_purchase_price, list_price)
- ✅ Currency conversions
## Compatibility
- **Odoo Version:** 18.0
- **Python Version:** 3.10+
- **Dependencies:**
- `product` (core)
- `product_price_category` (OCA)
- `product_sale_price_from_pricelist` (custom)
## Limitations
1. **Only works with `compute_price='formula'`**: Fixed prices and percentage-based rules are not affected
2. **Circular references**: The module detects and breaks circular pricelist chains, but logs a warning
3. **Performance**: Traversing long pricelist chains may impact performance (though minimal in practice)
## Troubleshooting
### Margins still compound even with checkbox enabled
**Check:**
1. Is `compute_price` set to "Formula"?
2. Is `base` set to "Other Pricelist"?
3. Is the checkbox actually checked and saved?
4. Check logs for `[TOTAL MARGIN]` entries to see if logic is being triggered
### Price is incorrect
**Debug:**
1. Enable developer mode
2. Check logs: `docker-compose logs -f odoo | grep "TOTAL MARGIN"`
3. Verify:
- Base price is correct
- All margins are collected
- Currency conversions are applied
- Formula extras (round, surcharge) are expected
### Checkbox not visible
**Possible causes:**
- `compute_price` is not "Formula" (must be formula-based)
- `base` is not "Other Pricelist" (no chain to traverse)
- View not properly loaded (try reloading page or clearing browser cache)
## Development
### File Structure
```
product_pricelist_total_margin/
├── __init__.py
├── __manifest__.py
├── README.md
├── models/
│ ├── __init__.py
│ └── product_pricelist_item.py
├── tests/
│ ├── __init__.py
│ └── test_total_margin.py
└── views/
└── product_pricelist_item_views.xml
```
### Contributing
Follow OCA guidelines and project conventions defined in `.github/copilot-instructions.md`.
## License
AGPL-3.0 or later
## Author
**Kidekoop** - 2026
## Changelog
### 18.0.1.0.0 (2026-02-21)
- Initial implementation
- Support for additive margin calculation in chained pricelists
- Compatible with `last_purchase_price` custom base
- Comprehensive test suite
- Detailed logging for debugging

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models # noqa: F401

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{ # noqa: B018
"name": "Product Pricelist Total Margin",
"version": "18.0.1.0.0",
"category": "Sales/Products",
"summary": "Calculate total margin additively instead of compounding in chained pricelists",
"author": "Odoo Community Association (OCA), Kidekoop",
"website": "https://github.com/kidekoop",
"license": "AGPL-3",
"depends": [
"product",
"product_price_category",
"product_sale_price_from_pricelist",
],
"data": [
"views/product_pricelist_item_views.xml",
"views/res_config_settings_views.xml",
],
}

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import product_pricelist_item # noqa: F401
from . import res_config_settings # noqa: F401

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
import logging
from odoo import fields # type: ignore
from odoo import models # type: ignore
from odoo.tools import float_round # type: ignore
_logger = logging.getLogger(__name__)
class ProductPricelistItem(models.Model):
_inherit = "product.pricelist.item"
use_total_margin = fields.Boolean(
string="Total Margin Mode",
default=False,
help="If checked, margins will be accumulated additively across the pricelist "
"chain instead of being compounded.\n\n"
"Example: Base price 100€, Margin1 -5%, Margin2 25%\n"
"- Compound (default): 100 * 0.95 * 1.25 = 118.75€\n"
"- Total (this option): 100 * (1 + 0.20) = 120€",
)
def _get_base_price_and_margins(self, product, quantity, uom, date, currency):
"""
Traverse the pricelist chain to get the original base price and collect
all margins in the chain.
Returns:
tuple: (base_price: float, margins: list of floats)
"""
margins = []
current_item = self
visited_items = set()
_logger.info(
"[TOTAL MARGIN] Starting chain traversal for product %s [%s]",
product.default_code or product.name,
product.id,
)
# Traverse the chain backwards to collect all margins
while current_item:
# Prevent infinite loops
if current_item.id in visited_items:
_logger.warning(
"[TOTAL MARGIN] Circular reference detected in pricelist chain at item %s",
current_item.id,
)
break
visited_items.add(current_item.id)
# Collect this item's margin
if current_item.compute_price == "formula":
if current_item.base == "standard_price":
# For standard_price, use price_markup (inverted)
margin = current_item.price_markup or 0.0
else:
# For other bases, use price_discount (negative = markup)
margin = -(current_item.price_discount or 0.0)
margins.append(margin)
_logger.info(
"[TOTAL MARGIN] Item %s: base=%s, margin=%.2f%%",
current_item.id,
current_item.base,
margin,
)
# Move to next item in chain
if current_item.base == "pricelist" and current_item.base_pricelist_id:
# Get the applicable rule from the base pricelist
base_pricelist = current_item.base_pricelist_id
rules = base_pricelist._get_applicable_rules(
products=product,
date=date,
quantity=quantity,
uom=uom,
)
if rules:
# Get the first (highest priority) rule
current_item = rules[0]
else:
_logger.warning(
"[TOTAL MARGIN] No applicable rules found in base pricelist %s",
base_pricelist.id,
)
current_item = None
else:
# We've reached the base of the chain
break
# Now get the original base price (without any margins)
if current_item:
# Use the last item's base to compute the original price
base_price = self._compute_original_base_price(
current_item, product, quantity, uom, date, currency
)
_logger.info(
"[TOTAL MARGIN] Original base price: %.2f (from item %s, base=%s)",
base_price,
current_item.id,
current_item.base,
)
else:
# Fallback to product list price
base_price = product.lst_price
_logger.warning(
"[TOTAL MARGIN] Could not find base item, using product.lst_price: %.2f",
base_price,
)
# Reverse margins list since we collected them backwards
margins.reverse()
return base_price, margins
def _compute_original_base_price(
self, item, product, quantity, uom, date, currency
):
"""
Compute the original base price from a pricelist item without applying
any margin formula.
Args:
item: The pricelist item at the base of the chain
product: The product to price
quantity: Quantity
uom: Unit of measure
date: Date for pricing
currency: Target currency
Returns:
float: The base price before any margins
"""
rule_base = item.base or "list_price"
# Handle custom base from product_sale_price_from_pricelist
if rule_base == "last_purchase_price":
src_currency = product.currency_id
price = product.last_purchase_price_received or 0.0
_logger.info("[TOTAL MARGIN] Using last_purchase_price: %.2f", price)
elif rule_base == "standard_price":
src_currency = product.cost_currency_id
price = product.standard_price or 0.0
_logger.info("[TOTAL MARGIN] Using standard_price: %.2f", price)
elif rule_base == "pricelist" and item.base_pricelist_id:
# This shouldn't happen if we traversed correctly, but handle it
_logger.warning(
"[TOTAL MARGIN] Unexpected pricelist base at bottom of chain"
)
src_currency = item.base_pricelist_id.currency_id
price = item.base_pricelist_id._get_product_price(
product=product,
quantity=quantity,
currency=src_currency,
uom=uom,
date=date,
)
else: # list_price (default)
src_currency = product.currency_id
price = product.lst_price or 0.0
_logger.info("[TOTAL MARGIN] Using list_price: %.2f", price)
# Convert currency if needed
if src_currency and currency and src_currency != currency:
company = self.env.company
price = src_currency._convert(
price,
currency,
company,
date or fields.Date.today(),
)
_logger.info(
"[TOTAL MARGIN] Converted price from %s to %s: %.2f",
src_currency.name,
currency.name,
price,
)
return price
def _apply_formula_extras(self, price, base_price, currency):
"""
Apply price_round, price_surcharge, and min/max margins to the calculated price.
Args:
price: The price after margin is applied
base_price: The original base price (for min/max margin calculation)
currency: Currency for conversions
Returns:
float: The final price with all extras applied
"""
# Rounding
if self.price_round:
price = float_round(price, precision_rounding=self.price_round)
_logger.info("[TOTAL MARGIN] After rounding: %.2f", price)
# Surcharge
if self.price_surcharge:
surcharge = self.price_surcharge
if self.currency_id and currency and self.currency_id != currency:
company = self.env.company
surcharge = self.currency_id._convert(
surcharge,
currency,
company,
fields.Date.today(),
)
price += surcharge
_logger.info(
"[TOTAL MARGIN] After surcharge (+%.2f): %.2f", surcharge, price
)
# Min margin
if self.price_min_margin:
min_margin = self.price_min_margin
if self.currency_id and currency and self.currency_id != currency:
company = self.env.company
min_margin = self.currency_id._convert(
min_margin,
currency,
company,
fields.Date.today(),
)
min_price = base_price + min_margin
if price < min_price:
_logger.info(
"[TOTAL MARGIN] Applying min_margin: %.2f -> %.2f",
price,
min_price,
)
price = min_price
# Max margin
if self.price_max_margin:
max_margin = self.price_max_margin
if self.currency_id and currency and self.currency_id != currency:
company = self.env.company
max_margin = self.currency_id._convert(
max_margin,
currency,
company,
fields.Date.today(),
)
max_price = base_price + max_margin
if price > max_price:
_logger.info(
"[TOTAL MARGIN] Applying max_margin: %.2f -> %.2f",
price,
max_price,
)
price = max_price
return price
def _apply_global_margin_limits(self, total_margin, base_price):
"""
Apply global minimum and maximum margin limits from configuration.
Args:
total_margin: The calculated total margin percentage
base_price: The base price (for logging)
Returns:
float: The adjusted margin percentage
"""
# Get global margin limits from configuration
IrConfigParam = self.env["ir.config_parameter"].sudo()
min_margin = float(
IrConfigParam.get_param(
"product_pricelist_total_margin.min_percent", default="0.0"
)
)
max_margin = float(
IrConfigParam.get_param(
"product_pricelist_total_margin.max_percent", default="0.0"
)
)
original_margin = total_margin
# Apply minimum margin if configured (> 0)
if min_margin > 0.0 and total_margin < min_margin:
total_margin = min_margin
_logger.info(
"[TOTAL MARGIN] Applied global minimum margin: %.2f%% -> %.2f%% "
"(configured min: %.2f%%)",
original_margin,
total_margin,
min_margin,
)
# Apply maximum margin if configured (> 0)
if max_margin > 0.0 and total_margin > max_margin:
total_margin = max_margin
_logger.info(
"[TOTAL MARGIN] Applied global maximum margin: %.2f%% -> %.2f%% "
"(configured max: %.2f%%)",
original_margin,
total_margin,
max_margin,
)
return total_margin
def _compute_price(
self,
product,
quantity,
uom,
date,
currency=None,
):
"""
Override to implement total margin calculation when use_total_margin is True.
Instead of compounding margins (applying each margin on top of the previous
result), this method:
1. Traverses the pricelist chain to collect all margins
2. Sums them additively
3. Applies the total margin to the original base price
4. Enforces global min/max margin limits if configured
Example:
Base price: 100
Pricelist 1: -5% discount
Pricelist 2: 25% markup
Standard Odoo (compound): 100 * 0.95 * 1.25 = 118.75
This module (total): 100 * (1 + 0.20) = 120
"""
# Only apply total margin logic if:
# 1. use_total_margin is True
# 2. compute_price is 'formula' (not 'fixed' or 'percentage')
# 3. We're in a pricelist chain (base='pricelist')
if (
self.use_total_margin
and self.compute_price == "formula"
and self.base == "pricelist"
):
_logger.info(
"[TOTAL MARGIN] Computing total margin for product %s [%s]",
product.default_code or product.name,
product.id,
)
# Get base price and all margins in the chain
base_price, margins = self._get_base_price_and_margins(
product, quantity, uom, date, currency
)
# Sum margins additively
total_margin = sum(margins)
_logger.info(
"[TOTAL MARGIN] Margins: %s = %.2f%% total",
[f"{m:.2f}%" for m in margins],
total_margin,
)
# Apply global min/max margin limits
total_margin = self._apply_global_margin_limits(total_margin, base_price)
# Apply total margin to base price
price = base_price * (1 + total_margin / 100)
_logger.info(
"[TOTAL MARGIN] Base price %.2f * (1 + %.2f%%) = %.2f",
base_price,
total_margin,
price,
)
# Apply formula extras (round, surcharge, min/max margins)
price = self._apply_formula_extras(price, base_price, currency)
_logger.info("[TOTAL MARGIN] Final price: %.2f", price)
return price
# Standard behavior for all other cases
return super()._compute_price(product, quantity, uom, date, currency)

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields # type: ignore
from odoo import models # type: ignore
class ResConfigSettings(models.TransientModel):
_inherit = "res.config.settings"
total_margin_min_percent = fields.Float(
string="Minimum Total Margin (%)",
default=0.0,
help="Minimum total margin percentage allowed for pricelist items using "
"Total Margin Mode. If the calculated margin is below this value, "
"the price will be adjusted to meet the minimum.\n\n"
"Example: If set to 10%, a product with base price 100€ will have "
"a minimum final price of 110€, regardless of calculated margins.\n\n"
"Set to 0 to disable minimum margin control.",
config_parameter="product_pricelist_total_margin.min_percent",
)
total_margin_max_percent = fields.Float(
string="Maximum Total Margin (%)",
default=0.0,
help="Maximum total margin percentage allowed for pricelist items using "
"Total Margin Mode. If the calculated margin exceeds this value, "
"the price will be adjusted to meet the maximum.\n\n"
"Example: If set to 50%, a product with base price 100€ will have "
"a maximum final price of 150€, regardless of calculated margins.\n\n"
"Set to 0 to disable maximum margin control.",
config_parameter="product_pricelist_total_margin.max_percent",
)

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import test_total_margin # noqa: F401

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# Copyright 2026 - Today Kidekoop
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo.tests import tagged
from odoo.tests.common import TransactionCase
@tagged("post_install", "-at_install")
class TestTotalMargin(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
# Create a product with last_purchase_price
cls.product = cls.env["product.product"].create(
{
"name": "Test Product Total Margin",
"default_code": "TEST-MARGIN-001",
"list_price": 100.0,
"last_purchase_price_received": 4.68,
}
)
# Create tax (required for some price calculations)
cls.tax = cls.env["account.tax"].create(
{
"name": "Test Tax 21%",
"amount": 21.0,
"amount_type": "percent",
"type_tax_use": "sale",
}
)
cls.product.taxes_id = [(6, 0, [cls.tax.id])]
# Create base pricelist with last_purchase_price
cls.pricelist_base = cls.env["product.pricelist"].create(
{
"name": "Base Pricelist (Last Purchase Price)",
"currency_id": cls.env.company.currency_id.id,
}
)
# Create rule with -5% discount (simulating "cesta básica")
cls.item_base = cls.env["product.pricelist.item"].create(
{
"pricelist_id": cls.pricelist_base.id,
"applied_on": "3_global",
"base": "last_purchase_price",
"compute_price": "formula",
"price_discount": 5.0, # 5% discount
}
)
# Create chained pricelist with 25% markup (simulating category margin)
cls.pricelist_chained = cls.env["product.pricelist"].create(
{
"name": "Chained Pricelist (Category Margin)",
"currency_id": cls.env.company.currency_id.id,
}
)
cls.item_chained = cls.env["product.pricelist.item"].create(
{
"pricelist_id": cls.pricelist_chained.id,
"applied_on": "3_global",
"base": "pricelist",
"base_pricelist_id": cls.pricelist_base.id,
"compute_price": "formula",
"price_discount": -25.0, # 25% markup (negative discount)
"use_total_margin": False, # Will be toggled in tests
}
)
def test_compound_margin_default_behavior(self):
"""Test that without use_total_margin, margins are compounded (standard Odoo)."""
# Ensure use_total_margin is False
self.item_chained.use_total_margin = False
# Get price through chained pricelist
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected calculation (compound):
# Base: 4.68
# After -5% discount: 4.68 * 0.95 = 4.446
# After 25% markup: 4.446 * 1.25 = 5.5575
expected_price = 4.68 * 0.95 * 1.25
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Compound margin should be {expected_price}, got {price}",
)
def test_total_margin_additive_behavior(self):
"""Test that with use_total_margin=True, margins are added instead of compounded."""
# Enable total margin
self.item_chained.use_total_margin = True
# Get price through chained pricelist
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected calculation (total/additive):
# Base: 4.68
# Total margin: -5% + 25% = 20%
# Final: 4.68 * 1.20 = 5.616
expected_price = 4.68 * 1.20
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Total margin should be {expected_price}, got {price}",
)
def test_total_margin_with_price_round(self):
"""Test that price_round is applied correctly with total margin."""
# Enable total margin and set rounding
self.item_chained.use_total_margin = True
self.item_chained.price_round = 0.05 # Round to nearest 0.05
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Base calculation: 4.68 * 1.20 = 5.616
# Rounded to nearest 0.05 = 5.60
expected_price = 5.60
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Rounded total margin should be {expected_price}, got {price}",
)
def test_total_margin_with_surcharge(self):
"""Test that price_surcharge is applied correctly with total margin."""
# Enable total margin and set surcharge
self.item_chained.use_total_margin = True
self.item_chained.price_surcharge = 1.0 # Add 1€
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Base calculation: 4.68 * 1.20 = 5.616
# Plus surcharge: 5.616 + 1.0 = 6.616
expected_price = 5.616 + 1.0
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Total margin with surcharge should be {expected_price}, got {price}",
)
def test_total_margin_three_level_chain(self):
"""Test total margin with 3 pricelists in chain."""
# Create a third pricelist in the chain
pricelist_3rd = self.env["product.pricelist"].create(
{
"name": "Third Level Pricelist",
"currency_id": self.env.company.currency_id.id,
}
)
_item_3rd = self.env["product.pricelist.item"].create( # noqa: F841
{
"pricelist_id": pricelist_3rd.id,
"applied_on": "3_global",
"base": "pricelist",
"base_pricelist_id": self.pricelist_chained.id,
"compute_price": "formula",
"price_discount": -10.0, # 10% markup
"use_total_margin": True,
}
)
# Also enable on chained
self.item_chained.use_total_margin = True
price = pricelist_3rd._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected calculation (3-level total):
# Base: 4.68
# Total margin: -5% + 25% + 10% = 30%
# Final: 4.68 * 1.30 = 6.084
expected_price = 4.68 * 1.30
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"3-level total margin should be {expected_price}, got {price}",
)
def test_total_margin_with_list_price_base(self):
"""Test total margin when base is list_price instead of last_purchase_price."""
# Create new base pricelist with list_price
pricelist_list = self.env["product.pricelist"].create(
{
"name": "List Price Base Pricelist",
"currency_id": self.env.company.currency_id.id,
}
)
_item_list = self.env["product.pricelist.item"].create( # noqa: F841
{
"pricelist_id": pricelist_list.id,
"applied_on": "3_global",
"base": "list_price",
"compute_price": "formula",
"price_discount": 10.0, # 10% discount
}
)
# Create chained pricelist
pricelist_chained_list = self.env["product.pricelist"].create(
{
"name": "Chained from List Price",
"currency_id": self.env.company.currency_id.id,
}
)
_item_chained_list = self.env["product.pricelist.item"].create( # noqa: F841
{
"pricelist_id": pricelist_chained_list.id,
"applied_on": "3_global",
"base": "pricelist",
"base_pricelist_id": pricelist_list.id,
"compute_price": "formula",
"price_discount": -20.0, # 20% markup
"use_total_margin": True,
}
)
price = pricelist_chained_list._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected calculation:
# Base: 100.0 (list_price)
# Total margin: -10% + 20% = 10%
# Final: 100.0 * 1.10 = 110.0
expected_price = 100.0 * 1.10
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Total margin from list_price should be {expected_price}, got {price}",
)
def test_total_margin_with_global_minimum(self):
"""Test that global minimum margin is enforced."""
# Set global minimum margin to 25%
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.min_percent", "25.0"
)
# Enable total margin (calculated: -5% + 25% = 20%, below min 25%)
self.item_chained.use_total_margin = True
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected: Base 4.68 * (1 + 25%) = 5.85 (forced to minimum)
# Not the calculated 20%: 4.68 * 1.20 = 5.616
expected_price = 4.68 * 1.25
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Global minimum margin should force price to {expected_price}, got {price}",
)
# Clean up
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.min_percent", "0.0"
)
def test_total_margin_with_global_maximum(self):
"""Test that global maximum margin is enforced."""
# Set global maximum margin to 15%
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.max_percent", "15.0"
)
# Enable total margin (calculated: -5% + 25% = 20%, above max 15%)
self.item_chained.use_total_margin = True
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Expected: Base 4.68 * (1 + 15%) = 5.382 (capped at maximum)
# Not the calculated 20%: 4.68 * 1.20 = 5.616
expected_price = 4.68 * 1.15
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Global maximum margin should cap price at {expected_price}, got {price}",
)
# Clean up
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.max_percent", "0.0"
)
def test_total_margin_with_both_limits(self):
"""Test that both min and max limits can work together."""
# Set both limits: min 10%, max 30%
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.min_percent", "10.0"
)
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.max_percent", "30.0"
)
# Test within range (calculated: -5% + 25% = 20%, within [10%, 30%])
self.item_chained.use_total_margin = True
price = self.pricelist_chained._get_product_price(
product=self.product,
quantity=1.0,
)
# Should use calculated margin: 4.68 * 1.20 = 5.616
expected_price = 4.68 * 1.20
self.assertAlmostEqual(
price,
expected_price,
places=2,
msg=f"Margin within limits should not be adjusted: {expected_price}, got {price}",
)
# Clean up
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.min_percent", "0.0"
)
self.env["ir.config_parameter"].sudo().set_param(
"product_pricelist_total_margin.max_percent", "0.0"
)

View file

@ -0,0 +1,17 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="product_pricelist_item_form_view_inherit" model="ir.ui.view">
<field name="name">product.pricelist.item.form.inherit.total.margin</field>
<field name="model">product.pricelist.item</field>
<field name="inherit_id" ref="product.product_pricelist_item_form_view" />
<field name="arch" type="xml">
<!-- Add use_total_margin field after compute_price -->
<field name="compute_price" position="after">
<field
name="use_total_margin"
invisible="compute_price != 'formula' or base != 'pricelist'"
/>
</field>
</field>
</record>
</odoo>

View file

@ -0,0 +1,33 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field name="name">res.config.settings.view.form.inherit.total.margin</field>
<field name="model">res.config.settings</field>
<field name="priority" eval="90" />
<field name="inherit_id" ref="sale.res_config_settings_view_form" />
<field name="arch" type="xml">
<xpath expr="//setting[@id='pricelist_configuration']" position="after">
<setting id="total_margin_limits" string="Total Margin Limits" help="Set minimum and maximum margin percentages for Total Margin Mode">
<div class="content-group">
<div class="row mt16">
<label
string="Minimum Margin (%)"
for="total_margin_min_percent"
class="col-lg-3 o_light_label"
/>
<field name="total_margin_min_percent" class="oe_inline" />
</div>
<div class="row">
<label
string="Maximum Margin (%)"
for="total_margin_max_percent"
class="col-lg-3 o_light_label"
/>
<field name="total_margin_max_percent" class="oe_inline" />
</div>
</div>
</setting>
</xpath>
</field>
</record>
</odoo>

View file

@ -138,6 +138,7 @@ class ProductProduct(models.Model):
old_price = product.lst_price old_price = product.lst_price
product.lst_price = product.list_price_theoritical product.lst_price = product.list_price_theoritical
product.standard_price = product.last_purchase_price_received
product.last_purchase_price_updated = False product.last_purchase_price_updated = False
_logger.info( _logger.info(
"[PRICE] Product %s [%s]: List price updated from %.2f to %.2f", "[PRICE] Product %s [%s]: List price updated from %.2f to %.2f",