From 1763d458c3d7876863ca5158abdea36fabc2be4b Mon Sep 17 00:00:00 2001 From: santiky Date: Wed, 16 Mar 2022 20:28:26 +0100 Subject: [PATCH] =?UTF-8?q?a=C3=B1adido=20sal=20global=20discount=20desde?= =?UTF-8?q?=20OCA/sale-workflow?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- sale_global_discount/README.rst | 115 +++++ sale_global_discount/__init__.py | 1 + sale_global_discount/__manifest__.py | 21 + sale_global_discount/i18n/es.po | 77 +++ sale_global_discount/i18n/it.po | 70 +++ sale_global_discount/i18n/pt.po | 70 +++ sale_global_discount/models/__init__.py | 1 + sale_global_discount/models/sale_order.py | 166 +++++++ sale_global_discount/readme/CONFIGURE.rst | 14 + sale_global_discount/readme/CONTRIBUTORS.rst | 4 + sale_global_discount/readme/DESCRIPTION.rst | 2 + sale_global_discount/readme/ROADMAP.rst | 3 + sale_global_discount/readme/USAGE.rst | 9 + .../static/description/icon.png | Bin 0 -> 9455 bytes .../static/description/icon.svg | 79 +++ .../static/description/index.html | 466 ++++++++++++++++++ sale_global_discount/tests/__init__.py | 1 + .../tests/test_sale_global_discount.py | 187 +++++++ .../views/report_sale_order.xml | 26 + .../views/sale_order_views.xml | 22 + 20 files changed, 1334 insertions(+) create mode 100644 sale_global_discount/README.rst create mode 100644 sale_global_discount/__init__.py create mode 100644 sale_global_discount/__manifest__.py create mode 100644 sale_global_discount/i18n/es.po create mode 100644 sale_global_discount/i18n/it.po create mode 100644 sale_global_discount/i18n/pt.po create mode 100644 sale_global_discount/models/__init__.py create mode 100644 sale_global_discount/models/sale_order.py create mode 100644 sale_global_discount/readme/CONFIGURE.rst create mode 100644 sale_global_discount/readme/CONTRIBUTORS.rst create mode 100644 sale_global_discount/readme/DESCRIPTION.rst create mode 100644 sale_global_discount/readme/ROADMAP.rst create mode 100644 sale_global_discount/readme/USAGE.rst create mode 100644 sale_global_discount/static/description/icon.png create mode 100644 sale_global_discount/static/description/icon.svg create mode 100644 sale_global_discount/static/description/index.html create mode 100644 sale_global_discount/tests/__init__.py create mode 100644 sale_global_discount/tests/test_sale_global_discount.py create mode 100644 sale_global_discount/views/report_sale_order.xml create mode 100644 sale_global_discount/views/sale_order_views.xml diff --git a/sale_global_discount/README.rst b/sale_global_discount/README.rst new file mode 100644 index 0000000..89d3aa9 --- /dev/null +++ b/sale_global_discount/README.rst @@ -0,0 +1,115 @@ +==================== +Sale Global Discount +==================== + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png + :target: https://odoo-community.org/page/development-status + :alt: Beta +.. |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%2Fsale--workflow-lightgray.png?logo=github + :target: https://github.com/OCA/sale-workflow/tree/12.0/sale_global_discount + :alt: OCA/sale-workflow +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-sale_global_discount + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/167/12.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +Apply global financial discounts to sales that will be transmited to invoices +and accounting. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure this module, you need to: + +#. Go to *Settings > Technical > Parameters > Global Discounts* +#. Add a new discount. +#. Choose the discount scope (sales or purchases). +#. You can also restrict it to a certain company if needed. + +You can assign global discounts to partners as well: + +#. Go to a partner that is a company. +#. Go to the *Sales & Purchases* tab. +#. In section sale (if the partner is a customer), you can set sale discounts. +#. In section purchase (if the partner is a supplier), you can set purchase + discounts. + +Usage +===== + +To use this module, you need to: + +#. Create a new sale order and choose a partner. +#. If the partner has customer global discounts set, those will be applied to + the order by default. +#. Otherwise, you can set them manually from the header of the sale order. +#. In the order footer, you can see the computed discounts. +#. When you create an invoice from the order, the proper global discounts will + be applied on it. + +Known issues / Roadmap +====================== + +* Not all the taxes combination can be compatible with global discounts. An + error is raised in that cases. +* Currently, taxes in invoice lines are mandatory with global discounts. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Tecnativa + +Contributors +~~~~~~~~~~~~ + +* `Tecnativa `_ + + * David Vidal + * Pedro M. Baeza + +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. + +This module is part of the `OCA/sale-workflow `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/sale_global_discount/__init__.py b/sale_global_discount/__init__.py new file mode 100644 index 0000000..0650744 --- /dev/null +++ b/sale_global_discount/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/sale_global_discount/__manifest__.py b/sale_global_discount/__manifest__.py new file mode 100644 index 0000000..395d7c2 --- /dev/null +++ b/sale_global_discount/__manifest__.py @@ -0,0 +1,21 @@ +# Copyright 2020 Tecnativa - David Vidal +# Copyright 2020 Tecnativa - Pedro M. Baeza +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). +{ + 'name': 'Sale Global Discount', + 'version': '12.0.1.2.0', + 'category': 'Sales Management', + 'author': 'Tecnativa,' + 'Odoo Community Association (OCA)', + 'website': 'https://github.com/OCA/sale-workflow', + 'license': 'AGPL-3', + 'depends': [ + 'account_global_discount', + ], + 'data': [ + 'views/sale_order_views.xml', + 'views/report_sale_order.xml', + ], + 'application': False, + 'installable': True, +} diff --git a/sale_global_discount/i18n/es.po b/sale_global_discount/i18n/es.po new file mode 100644 index 0000000..b545825 --- /dev/null +++ b/sale_global_discount/i18n/es.po @@ -0,0 +1,77 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sale_global_discount +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 11.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2020-04-06 14:38+0000\n" +"PO-Revision-Date: 2021-03-10 10:45+0000\n" +"Last-Translator: Daniel Martinez Vila \n" +"Language-Team: \n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 4.3.2\n" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Global Discounts
" +msgstr "Descuentos Globales
" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Subtl. before disc." +msgstr "Subtl. antes desc." + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_total_before_global_discounts +msgid "Amount Total Before Discounts" +msgstr "Base Imponible sin Descuentos" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_untaxed_before_global_discounts +msgid "Amount Untaxed Before Discounts" +msgstr "Base Imponible sin Descuentos" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:74 +#, python-format +msgid "Incompatible taxes found for global discounts." +msgstr "Se han encontrado impuestos incompatibles para descuentos globales." + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids +#: model_terms:ir.ui.view,arch_db:sale_global_discount.view_order_form +msgid "Sale Global Discounts" +msgstr "Descuentos de venta globales" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids_readonly +msgid "Sale Global Discounts (readonly)" +msgstr "Venta Descuentos Globales (solo lectura)" + +#. module: sale_global_discount +#: model:ir.model,name:sale_global_discount.model_sale_order +msgid "Sale Order" +msgstr "Pedido de venta" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_global_discount +msgid "Total Global Discounts" +msgstr "Total Descuentos Globales" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:67 +#, python-format +msgid "With global discounts, taxes in lines are required." +msgstr "Con descuentos globales, se requieren impuestos en líneas." + +#~ msgid "Quotation" +#~ msgstr "Presupuesto" + +#~ msgid "Global Discount" +#~ msgstr "Descuento Global" diff --git a/sale_global_discount/i18n/it.po b/sale_global_discount/i18n/it.po new file mode 100644 index 0000000..a6e386c --- /dev/null +++ b/sale_global_discount/i18n/it.po @@ -0,0 +1,70 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sale_global_discount +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 12.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2021-07-14 10:49+0000\n" +"Last-Translator: Francesco Foresti \n" +"Language-Team: none\n" +"Language: it\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 4.3.2\n" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Global Discounts
" +msgstr "Sconti Globali
" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Subtl. before disc." +msgstr "Subtot. prima degli sconti" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_total_before_global_discounts +msgid "Amount Total Before Discounts" +msgstr "Importo Totale prima degli sconti" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_untaxed_before_global_discounts +msgid "Amount Untaxed Before Discounts" +msgstr "Imponibile prima degli sconti" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:74 +#, python-format +msgid "Incompatible taxes found for global discounts." +msgstr "Sono presenti tasse incompatibili per gli sconti globali." + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids +#: model_terms:ir.ui.view,arch_db:sale_global_discount.view_order_form +msgid "Sale Global Discounts" +msgstr "Sconti Globali Vendite" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids_readonly +msgid "Sale Global Discounts (readonly)" +msgstr "Sconti Globali Vendite (sola lettura)" + +#. module: sale_global_discount +#: model:ir.model,name:sale_global_discount.model_sale_order +msgid "Sale Order" +msgstr "Ordine di vendita" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_global_discount +msgid "Total Global Discounts" +msgstr "Totale Sconti Globali" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:67 +#, python-format +msgid "With global discounts, taxes in lines are required." +msgstr "Con gli sconti globali, sono necessarie le tasse sulle righe ordine." diff --git a/sale_global_discount/i18n/pt.po b/sale_global_discount/i18n/pt.po new file mode 100644 index 0000000..246c1a2 --- /dev/null +++ b/sale_global_discount/i18n/pt.po @@ -0,0 +1,70 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sale_global_discount +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 12.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2021-01-05 14:44+0000\n" +"Last-Translator: Pedro Castro Silva \n" +"Language-Team: none\n" +"Language: pt\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n > 1;\n" +"X-Generator: Weblate 4.3.2\n" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Global Discounts
" +msgstr "Descontos Globais
" + +#. module: sale_global_discount +#: model_terms:ir.ui.view,arch_db:sale_global_discount.report_saleorder_document +msgid "Subtl. before disc." +msgstr "Subtotal s/ Desc." + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_total_before_global_discounts +msgid "Amount Total Before Discounts" +msgstr "Total sem Descontos" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_untaxed_before_global_discounts +msgid "Amount Untaxed Before Discounts" +msgstr "Total sem Impostos antes de Descontos" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:74 +#, python-format +msgid "Incompatible taxes found for global discounts." +msgstr "Foram encontrados impostos incompatíveis para descontos globais." + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids +#: model_terms:ir.ui.view,arch_db:sale_global_discount.view_order_form +msgid "Sale Global Discounts" +msgstr "Descontos Globais de Venda" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__global_discount_ids_readonly +msgid "Sale Global Discounts (readonly)" +msgstr "Descontos Globais de Venda (apenas leitura)" + +#. module: sale_global_discount +#: model:ir.model,name:sale_global_discount.model_sale_order +msgid "Sale Order" +msgstr "Encomenda de Venda" + +#. module: sale_global_discount +#: model:ir.model.fields,field_description:sale_global_discount.field_sale_order__amount_global_discount +msgid "Total Global Discounts" +msgstr "Total de Descontos Globais" + +#. module: sale_global_discount +#: code:addons/sale_global_discount/models/sale_order.py:67 +#, python-format +msgid "With global discounts, taxes in lines are required." +msgstr "Com descontos globais, é obrigatório ter impostos nas linhas." diff --git a/sale_global_discount/models/__init__.py b/sale_global_discount/models/__init__.py new file mode 100644 index 0000000..6aacb75 --- /dev/null +++ b/sale_global_discount/models/__init__.py @@ -0,0 +1 @@ +from . import sale_order diff --git a/sale_global_discount/models/sale_order.py b/sale_global_discount/models/sale_order.py new file mode 100644 index 0000000..9aeae7a --- /dev/null +++ b/sale_global_discount/models/sale_order.py @@ -0,0 +1,166 @@ +# Copyright 2020 Tecnativa - David Vidal +# Copyright 2020 Tecnativa - Pedro M. Baeza +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from functools import partial +from odoo import _, api, exceptions, fields, models +from odoo.tools.misc import formatLang + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + global_discount_ids = fields.Many2many( + comodel_name='global.discount', + string='Sale Global Discounts', + domain="[('discount_scope', '=', 'sale'), " + "('account_id', '!=', False), '|', " + "('company_id', '=', company_id), ('company_id', '=', False)]", + ) + # HACK: Looks like UI doesn't behave well with Many2many fields and + # negative groups when the same field is shown. In this case, we want to + # show the readonly version to any not in the global discount group. + # TODO: Check if it's fixed in future versions + global_discount_ids_readonly = fields.Many2many( + related="global_discount_ids", + string="Sale Global Discounts (readonly)", + readonly=True, + ) + amount_global_discount = fields.Monetary( + string='Total Global Discounts', + compute='_amount_all', + currency_field='currency_id', + readonly=True, + ) + amount_untaxed_before_global_discounts = fields.Monetary( + string='Amount Untaxed Before Discounts', + compute='_amount_all', + currency_field='currency_id', + readonly=True, + ) + amount_total_before_global_discounts = fields.Monetary( + string='Amount Total Before Discounts', + compute='_amount_all', + currency_field='currency_id', + readonly=True, + ) + + @api.model + def get_discounted_global(self, price=0, discounts=None): + """Compute discounts successively""" + discounts = discounts or [] + if not discounts: + return price + discount = discounts.pop(0) + price *= 1 - (discount / 100) + return self.get_discounted_global(price, discounts) + + def _check_global_discounts_sanity(self): + """Perform a sanity check for discarding cases that will lead to + incorrect data in discounts. + """ + self.ensure_one() + if not self.global_discount_ids: + return True + taxes_keys = {} + for line in self.order_line.filtered(lambda l: not l.display_type): + if not line.tax_id: + raise exceptions.UserError(_( + "With global discounts, taxes in lines are required." + )) + for key in taxes_keys: + if key == line.tax_id: + break + elif key & line.tax_id: + raise exceptions.UserError(_( + "Incompatible taxes found for global discounts." + )) + else: + taxes_keys[line.tax_id] = True + + @api.depends('order_line.price_total', 'global_discount_ids') + def _amount_all(self): + res = super()._amount_all() + for order in self: + order._check_global_discounts_sanity() + amount_untaxed_before_global_discounts = order.amount_untaxed + amount_total_before_global_discounts = order.amount_total + discounts = order.global_discount_ids.mapped('discount') + amount_discounted_untaxed = amount_discounted_tax = 0 + for line in order.order_line: + discounted_subtotal = self.get_discounted_global( + line.price_subtotal, discounts.copy()) + amount_discounted_untaxed += discounted_subtotal + discounted_tax = line.tax_id.compute_all( + discounted_subtotal, line.order_id.currency_id, + 1.0, product=line.product_id, + partner=line.order_id.partner_shipping_id) + amount_discounted_tax += sum( + t.get('amount', 0.0) + for t in discounted_tax.get('taxes', [])) + order.update({ + 'amount_untaxed_before_global_discounts': ( + amount_untaxed_before_global_discounts), + 'amount_total_before_global_discounts': ( + amount_total_before_global_discounts), + 'amount_global_discount': ( + amount_untaxed_before_global_discounts - + amount_discounted_untaxed), + 'amount_untaxed': amount_discounted_untaxed, + 'amount_tax': amount_discounted_tax, + 'amount_total': ( + amount_discounted_untaxed + amount_discounted_tax), + }) + return res + + @api.onchange('partner_id') + def onchange_partner_id(self): + res = super().onchange_partner_id() + self.global_discount_ids = ( + self.partner_id.customer_global_discount_ids or + self.partner_id.commercial_partner_id + .customer_global_discount_ids) + return res + + def _prepare_invoice(self): + invoice_vals = super()._prepare_invoice() + if self.global_discount_ids: + invoice_vals.update({ + 'global_discount_ids': [(6, 0, self.global_discount_ids.ids)], + }) + return invoice_vals + + def action_invoice_create(self, grouped=False, final=False): + res = super().action_invoice_create(grouped=grouped, final=final) + invoices = self.env['account.invoice'].browse(res) + invoices._set_global_discounts() + return res + + def _amount_by_group(self): + """We can apply discounts directly by tax groups.""" + super()._amount_by_group() + discounts = self.global_discount_ids.mapped('discount') + if not discounts: + return + for order in self: + round_curr = order.currency_id.round + fmt = partial( + formatLang, self.with_context(lang=order.partner_id.lang).env, + currency_obj=order.currency_id + ) + res = [] + for tax in order.amount_by_group: + tax_amount = round_curr( + self.get_discounted_global(tax[1], discounts.copy())) + tax_base = round_curr( + self.get_discounted_global(tax[2], discounts.copy())) + res.append( + ( + tax[0], + tax_amount, + tax_base, + fmt(tax_amount), + fmt(tax_base), + len(order.amount_by_group) + ) + ) + order.amount_by_group = res diff --git a/sale_global_discount/readme/CONFIGURE.rst b/sale_global_discount/readme/CONFIGURE.rst new file mode 100644 index 0000000..2f46c66 --- /dev/null +++ b/sale_global_discount/readme/CONFIGURE.rst @@ -0,0 +1,14 @@ +To configure this module, you need to: + +#. Go to *Settings > Technical > Parameters > Global Discounts* +#. Add a new discount. +#. Choose the discount scope (sales or purchases). +#. You can also restrict it to a certain company if needed. + +You can assign global discounts to partners as well: + +#. Go to a partner that is a company. +#. Go to the *Sales & Purchases* tab. +#. In section sale (if the partner is a customer), you can set sale discounts. +#. In section purchase (if the partner is a supplier), you can set purchase + discounts. diff --git a/sale_global_discount/readme/CONTRIBUTORS.rst b/sale_global_discount/readme/CONTRIBUTORS.rst new file mode 100644 index 0000000..ac6cb65 --- /dev/null +++ b/sale_global_discount/readme/CONTRIBUTORS.rst @@ -0,0 +1,4 @@ +* `Tecnativa `_ + + * David Vidal + * Pedro M. Baeza diff --git a/sale_global_discount/readme/DESCRIPTION.rst b/sale_global_discount/readme/DESCRIPTION.rst new file mode 100644 index 0000000..10a4a05 --- /dev/null +++ b/sale_global_discount/readme/DESCRIPTION.rst @@ -0,0 +1,2 @@ +Apply global financial discounts to sales that will be transmited to invoices +and accounting. diff --git a/sale_global_discount/readme/ROADMAP.rst b/sale_global_discount/readme/ROADMAP.rst new file mode 100644 index 0000000..8e5c2e7 --- /dev/null +++ b/sale_global_discount/readme/ROADMAP.rst @@ -0,0 +1,3 @@ +* Not all the taxes combination can be compatible with global discounts. An + error is raised in that cases. +* Currently, taxes in invoice lines are mandatory with global discounts. diff --git a/sale_global_discount/readme/USAGE.rst b/sale_global_discount/readme/USAGE.rst new file mode 100644 index 0000000..a1e6dd6 --- /dev/null +++ b/sale_global_discount/readme/USAGE.rst @@ -0,0 +1,9 @@ +To use this module, you need to: + +#. Create a new sale order and choose a partner. +#. If the partner has customer global discounts set, those will be applied to + the order by default. +#. Otherwise, you can set them manually from the header of the sale order. +#. In the order footer, you can see the computed discounts. +#. When you create an invoice from the order, the proper global discounts will + be applied on it. diff --git a/sale_global_discount/static/description/icon.png b/sale_global_discount/static/description/icon.png new file mode 100644 index 0000000000000000000000000000000000000000..3a0328b516c4980e8e44cdb63fd945757ddd132d GIT binary patch literal 9455 zcmW++2RxMjAAjx~&dlBk9S+%}OXg)AGE&Cb*&}d0jUxM@u(PQx^-s)697TX`ehR4?GS^qbkof1cslKgkU)h65qZ9Oc=ml_0temigYLJfnz{IDzUf>bGs4N!v3=Z3jMq&A#7%rM5eQ#dc?k~! zVpnB`o+K7|Al`Q_U;eD$B zfJtP*jH`siUq~{KE)`jP2|#TUEFGRryE2`i0**z#*^6~AI|YzIWy$Cu#CSLW3q=GA z6`?GZymC;dCPk~rBS%eCb`5OLr;RUZ;D`}um=H)BfVIq%7VhiMr)_#G0N#zrNH|__ zc+blN2UAB0=617@>_u;MPHN;P;N#YoE=)R#i$k_`UAA>WWCcEVMh~L_ zj--gtp&|K1#58Yz*AHCTMziU1Jzt_jG0I@qAOHsk$2}yTmVkBp_eHuY$A9)>P6o~I z%aQ?!(GqeQ-Y+b0I(m9pwgi(IIZZzsbMv+9w{PFtd_<_(LA~0H(xz{=FhLB@(1&qHA5EJw1>>=%q2f&^X>IQ{!GJ4e9U z&KlB)z(84HmNgm2hg2C0>WM{E(DdPr+EeU_N@57;PC2&DmGFW_9kP&%?X4}+xWi)( z;)z%wI5>D4a*5XwD)P--sPkoY(a~WBw;E~AW`Yue4kFa^LM3X`8x|}ZUeMnqr}>kH zG%WWW>3ml$Yez?i%)2pbKPI7?5o?hydokgQyZsNEr{a|mLdt;X2TX(#B1j35xPnPW z*bMSSOauW>o;*=kO8ojw91VX!qoOQb)zHJ!odWB}d+*K?#sY_jqPdg{Sm2HdYzdEx zOGVPhVRTGPtv0o}RfVP;Nd(|CB)I;*t&QO8h zFfekr30S!-LHmV_Su-W+rEwYXJ^;6&3|L$mMC8*bQptyOo9;>Qb9Q9`ySe3%V$A*9 zeKEe+b0{#KWGp$F+tga)0RtI)nhMa-K@JS}2krK~n8vJ=Ngm?R!9G<~RyuU0d?nz# z-5EK$o(!F?hmX*2Yt6+coY`6jGbb7tF#6nHA zuKk=GGJ;ZwON1iAfG$E#Y7MnZVmrY|j0eVI(DN_MNFJmyZ|;w4tf@=CCDZ#5N_0K= z$;R~bbk?}TpfDjfB&aiQ$VA}s?P}xPERJG{kxk5~R`iRS(SK5d+Xs9swCozZISbnS zk!)I0>t=A<-^z(cmSFz3=jZ23u13X><0b)P)^1T_))Kr`e!-pb#q&J*Q`p+B6la%C zuVl&0duN<;uOsB3%T9Fp8t{ED108<+W(nOZd?gDnfNBC3>M8WE61$So|P zVvqH0SNtDTcsUdzaMDpT=Ty0pDHHNL@Z0w$Y`XO z2M-_r1S+GaH%pz#Uy0*w$Vdl=X=rQXEzO}d6J^R6zjM1u&c9vYLvLp?W7w(?np9x1 zE_0JSAJCPB%i7p*Wvg)pn5T`8k3-uR?*NT|J`eS#_#54p>!p(mLDvmc-3o0mX*mp_ zN*AeS<>#^-{S%W<*mz^!X$w_2dHWpcJ6^j64qFBft-o}o_Vx80o0>}Du;>kLts;$8 zC`7q$QI(dKYG`Wa8#wl@V4jVWBRGQ@1dr-hstpQL)Tl+aqVpGpbSfN>5i&QMXfiZ> zaA?T1VGe?rpQ@;+pkrVdd{klI&jVS@I5_iz!=UMpTsa~mBga?1r}aRBm1WS;TT*s0f0lY=JBl66Upy)-k4J}lh=P^8(SXk~0xW=T9v*B|gzIhN z>qsO7dFd~mgxAy4V?&)=5ieYq?zi?ZEoj)&2o)RLy=@hbCRcfT5jigwtQGE{L*8<@Yd{zg;CsL5mvzfDY}P-wos_6PfprFVaeqNE%h zKZhLtcQld;ZD+>=nqN~>GvROfueSzJD&BE*}XfU|H&(FssBqY=hPCt`d zH?@s2>I(|;fcW&YM6#V#!kUIP8$Nkdh0A(bEVj``-AAyYgwY~jB zT|I7Bf@%;7aL7Wf4dZ%VqF$eiaC38OV6oy3Z#TER2G+fOCd9Iaoy6aLYbPTN{XRPz z;U!V|vBf%H!}52L2gH_+j;`bTcQRXB+y9onc^wLm5wi3-Be}U>k_u>2Eg$=k!(l@I zcCg+flakT2Nej3i0yn+g+}%NYb?ta;R?(g5SnwsQ49U8Wng8d|{B+lyRcEDvR3+`O{zfmrmvFrL6acVP%yG98X zo&+VBg@px@i)%o?dG(`T;n*$S5*rnyiR#=wW}}GsAcfyQpE|>a{=$Hjg=-*_K;UtD z#z-)AXwSRY?OPefw^iI+ z)AXz#PfEjlwTes|_{sB?4(O@fg0AJ^g8gP}ex9Ucf*@_^J(s_5jJV}c)s$`Myn|Kd z$6>}#q^n{4vN@+Os$m7KV+`}c%4)4pv@06af4-x5#wj!KKb%caK{A&Y#Rfs z-po?Dcb1({W=6FKIUirH&(yg=*6aLCekcKwyfK^JN5{wcA3nhO(o}SK#!CINhI`-I z1)6&n7O&ZmyFMuNwvEic#IiOAwNkR=u5it{B9n2sAJV5pNhar=j5`*N!Na;c7g!l$ z3aYBqUkqqTJ=Re-;)s!EOeij=7SQZ3Hq}ZRds%IM*PtM$wV z@;rlc*NRK7i3y5BETSKuumEN`Xu_8GP1Ri=OKQ$@I^ko8>H6)4rjiG5{VBM>B|%`&&s^)jS|-_95&yc=GqjNo{zFkw%%HHhS~e=s zD#sfS+-?*t|J!+ozP6KvtOl!R)@@-z24}`9{QaVLD^9VCSR2b`b!KC#o;Ki<+wXB6 zx3&O0LOWcg4&rv4QG0)4yb}7BFSEg~=IR5#ZRj8kg}dS7_V&^%#Do==#`u zpy6{ox?jWuR(;pg+f@mT>#HGWHAJRRDDDv~@(IDw&R>9643kK#HN`!1vBJHnC+RM&yIh8{gG2q zA%e*U3|N0XSRa~oX-3EAneep)@{h2vvd3Xvy$7og(sayr@95+e6~Xvi1tUqnIxoIH zVWo*OwYElb#uyW{Imam6f2rGbjR!Y3`#gPqkv57dB6K^wRGxc9B(t|aYDGS=m$&S!NmCtrMMaUg(c zc2qC=2Z`EEFMW-me5B)24AqF*bV5Dr-M5ig(l-WPS%CgaPzs6p_gnCIvTJ=Y<6!gT zVt@AfYCzjjsMEGi=rDQHo0yc;HqoRNnNFeWZgcm?f;cp(6CNylj36DoL(?TS7eU#+ z7&mfr#y))+CJOXQKUMZ7QIdS9@#-}7y2K1{8)cCt0~-X0O!O?Qx#E4Og+;A2SjalQ zs7r?qn0H044=sDN$SRG$arw~n=+T_DNdSrarmu)V6@|?1-ZB#hRn`uilTGPJ@fqEy zGt(f0B+^JDP&f=r{#Y_wi#AVDf-y!RIXU^0jXsFpf>=Ji*TeqSY!H~AMbJdCGLhC) zn7Rx+sXw6uYj;WRYrLd^5IZq@6JI1C^YkgnedZEYy<&4(z%Q$5yv#Boo{AH8n$a zhb4Y3PWdr269&?V%uI$xMcUrMzl=;w<_nm*qr=c3Rl@i5wWB;e-`t7D&c-mcQl7x! 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+

Sale Global Discount

+ + +

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

+

Apply global financial discounts to sales that will be transmited to invoices +and accounting.

+

Table of contents

+ +
+

Configuration

+

To configure this module, you need to:

+
    +
  1. Go to Settings > Technical > Parameters > Global Discounts
    2. +
  2. Add a new discount.
    3. +
  3. Choose the discount scope (sales or purchases).
    4. +
  4. You can also restrict it to a certain company if needed.
    5. +
+

You can assign global discounts to partners as well:

+
    +
  1. Go to a partner that is a company.
    2. +
  2. Go to the Sales & Purchases tab.
    3. +
  3. In section sale (if the partner is a customer), you can set sale discounts.
    4. +
  4. In section purchase (if the partner is a supplier), you can set purchase +discounts.
    5. +
+
+
+

Usage

+

To use this module, you need to:

+
    +
  1. Create a new sale order and choose a partner.
    2. +
  2. If the partner has customer global discounts set, those will be applied to +the order by default.
    3. +
  3. Otherwise, you can set them manually from the header of the sale order.
    4. +
  4. In the order footer, you can see the computed discounts.
    5. +
  5. When you create an invoice from the order, the proper global discounts will +be applied on it.
    6. +
+
+
+

Known issues / Roadmap

+
    +
  • Not all the taxes combination can be compatible with global discounts. An +error is raised in that cases.
    • +
  • Currently, taxes in invoice lines are mandatory with global discounts.
    • +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+
    +
  • Tecnativa
      +
    • David Vidal
      • +
    • Pedro M. Baeza
      • +
    +
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

This module is part of the OCA/sale-workflow project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/sale_global_discount/tests/__init__.py b/sale_global_discount/tests/__init__.py new file mode 100644 index 0000000..ad431ef --- /dev/null +++ b/sale_global_discount/tests/__init__.py @@ -0,0 +1 @@ +from . import test_sale_global_discount diff --git a/sale_global_discount/tests/test_sale_global_discount.py b/sale_global_discount/tests/test_sale_global_discount.py new file mode 100644 index 0000000..56da637 --- /dev/null +++ b/sale_global_discount/tests/test_sale_global_discount.py @@ -0,0 +1,187 @@ +# Copyright 2020 Tecnativa - David Vidal +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). +from odoo import exceptions +from odoo.tests import common + + +class TestSaleGlobalDiscount(common.SavepointCase): + + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.account_type = cls.env['account.account.type'].create({ + 'name': 'Test', + 'type': 'receivable', + }) + cls.account = cls.env['account.account'].create({ + 'name': 'Test account', + 'code': 'TEST', + 'user_type_id': cls.account_type.id, + 'reconcile': True, + }) + cls.global_discount_obj = cls.env['global.discount'] + cls.global_discount_1 = cls.global_discount_obj.create({ + 'name': 'Test Discount 1', + 'sequence': 1, + 'discount_scope': 'sale', + 'discount': 20, + 'account_id': cls.account.id, + }) + cls.global_discount_2 = cls.global_discount_obj.create({ + 'name': 'Test Discount 2', + 'sequence': 2, + 'discount_scope': 'sale', + 'discount': 30, + 'account_id': cls.account.id, + }) + cls.global_discount_3 = cls.global_discount_obj.create({ + 'name': 'Test Discount 3', + 'sequence': 3, + 'discount_scope': 'sale', + 'discount': 50, + 'account_id': cls.account.id, + }) + cls.partner_1 = cls.env['res.partner'].create({ + 'name': 'Mr. Odoo', + }) + cls.partner_2 = cls.env['res.partner'].create({ + 'name': 'Mrs. Odoo', + }) + cls.partner_2.customer_global_discount_ids = ( + cls.global_discount_2 + cls.global_discount_3) + cls.product_1 = cls.env['product.product'].create({ + 'name': 'Test Product 1', + 'type': 'service', + }) + cls.product_2 = cls.product_1.copy({ + 'name': 'Test Product 2', + }) + cls.tax_group_5pc = cls.env['account.tax.group'].create({ + 'name': 'Test Tax Group 5%', + 'sequence': 1, + }) + cls.tax_group_15pc = cls.env['account.tax.group'].create({ + 'name': 'Test Tax Group 15%', + 'sequence': 2, + }) + cls.tax_1 = cls.env['account.tax'].create({ + 'name': 'Test TAX 15%', + 'amount_type': 'percent', + 'type_tax_use': 'sale', + 'tax_group_id': cls.tax_group_15pc.id, + 'amount': 15.0, + }) + cls.tax_2 = cls.env['account.tax'].create({ + 'name': 'TAX 5%', + 'amount_type': 'percent', + 'tax_group_id': cls.tax_group_5pc.id, + 'type_tax_use': 'sale', + 'amount': 5.0, + }) + cls.sale = cls.env['sale.order'].create({ + 'partner_id': cls.partner_1.id, + 'order_line': [(0, 0, { + 'product_id': cls.product_1.id, + 'product_uom_qty': 2, + 'price_unit': 75.00, + # Test compound taxes as they tend to provoke corner cases + 'tax_id': [(6, 0, [cls.tax_1.id, cls.tax_2.id])] + }), (0, 0, { + 'name': 'On Site Assistance', + 'product_id': cls.product_2.id, + 'product_uom_qty': 3, + 'price_unit': 33.33, + 'tax_id': [(6, 0, [cls.tax_1.id, cls.tax_2.id])] + })], + }) + + def test_01_global_sale_succesive_discounts(self): + """Add global discounts to the sale order""" + self.assertAlmostEqual(self.sale.amount_total, 299.99) + self.assertAlmostEqual(self.sale.amount_tax, 50) + self.assertAlmostEqual(self.sale.amount_untaxed, 249.99) + # Apply a single 20% global discount + self.sale.global_discount_ids = self.global_discount_1 + # Discount is computed over the base and global taxes are computed + # according to it line by line with the core method + self.assertAlmostEqual(self.sale.amount_global_discount, 50) + self.assertAlmostEqual(self.sale.amount_untaxed, 199.99) + self.assertAlmostEqual( + self.sale.amount_untaxed_before_global_discounts, 249.99) + self.assertAlmostEqual(self.sale.amount_total, 239.99) + self.assertAlmostEqual( + self.sale.amount_total_before_global_discounts, 299.99) + self.assertAlmostEqual(self.sale.amount_tax, 40) + # Apply an additional 30% global discount + self.sale.global_discount_ids += self.global_discount_2 + self.assertAlmostEqual(self.sale.amount_global_discount, 110) + self.assertAlmostEqual(self.sale.amount_untaxed, 139.99) + self.assertAlmostEqual( + self.sale.amount_untaxed_before_global_discounts, 249.99) + self.assertAlmostEqual(self.sale.amount_total, 167.99) + self.assertAlmostEqual( + self.sale.amount_total_before_global_discounts, 299.99) + self.assertAlmostEqual(self.sale.amount_tax, 28) + + def test_02_global_sale_discounts_from_partner(self): + """Change the partner and his global discounts go to the invoice""" + # (30% then 50%) + self.sale.partner_id = self.partner_2 + self.sale.onchange_partner_id() + self.assertAlmostEqual(self.sale.amount_global_discount, 162.49) + self.assertAlmostEqual(self.sale.amount_untaxed, 87.5) + self.assertAlmostEqual( + self.sale.amount_untaxed_before_global_discounts, 249.99) + self.assertAlmostEqual(self.sale.amount_total, 105.01) + self.assertAlmostEqual( + self.sale.amount_total_before_global_discounts, 299.99) + self.assertAlmostEqual(self.sale.amount_tax, 17.51) + + def test_03_global_sale_discounts_to_invoice(self): + """All the discounts go to the invoice""" + self.sale.partner_id = self.partner_2 + self.sale.onchange_partner_id() + self.sale.action_confirm() + self.sale.action_invoice_create() + invoice = self.sale.invoice_ids + self.assertEqual(len(invoice.invoice_global_discount_ids), 2) + line_tax_1 = invoice.tax_line_ids.filtered( + lambda x: x.tax_id == self.tax_1) + line_tax_2 = invoice.tax_line_ids.filtered( + lambda x: x.tax_id == self.tax_2) + self.assertAlmostEqual(line_tax_1.base, 87.5) + self.assertAlmostEqual(line_tax_2.base, 87.5) + self.assertAlmostEqual(line_tax_1.amount, 13.13) + self.assertAlmostEqual(line_tax_2.amount, 4.38) + discount_amount = sum( + invoice.invoice_global_discount_ids.mapped('discount_amount')) + self.assertAlmostEqual(discount_amount, 162.49) + self.assertAlmostEqual( + invoice.amount_untaxed_before_global_discounts, 249.99) + self.assertAlmostEqual(invoice.amount_untaxed, 87.5) + self.assertAlmostEqual(invoice.amount_total, 105.01) + + def test_04_report_taxes(self): + """Taxes by group shown in reports""" + self.sale.partner_id = self.partner_2 + self.sale.onchange_partner_id() + self.sale._amount_by_group() + # Taxes + taxes_groups = self.sale.amount_by_group + self.assertAlmostEqual(taxes_groups[0][1], 4.38) + self.assertAlmostEqual(taxes_groups[1][1], 13.13) + # Bases + self.assertAlmostEqual(taxes_groups[0][2], 87.5) + self.assertAlmostEqual(taxes_groups[1][2], 87.5) + + def test_05_incompatible_taxes(self): + # Line 1 with tax 1 and tax 2 + # Line 2 with only tax 2 + self.sale.order_line[1].tax_id = [(6, 0, self.tax_1.ids)] + with self.assertRaises(exceptions.UserError): + self.sale.global_discount_ids = self.global_discount_1 + + def test_06_no_taxes(self): + self.sale.order_line[1].tax_id = False + with self.assertRaises(exceptions.UserError): + self.sale.global_discount_ids = self.global_discount_1 diff --git a/sale_global_discount/views/report_sale_order.xml b/sale_global_discount/views/report_sale_order.xml new file mode 100644 index 0000000..1995351 --- /dev/null +++ b/sale_global_discount/views/report_sale_order.xml @@ -0,0 +1,26 @@ + + + + + + diff --git a/sale_global_discount/views/sale_order_views.xml b/sale_global_discount/views/sale_order_views.xml new file mode 100644 index 0000000..a3575f9 --- /dev/null +++ b/sale_global_discount/views/sale_order_views.xml @@ -0,0 +1,22 @@ + + + + + + + sale.order + + + + + + + + + + + + + +