From 3db7378329c2d5d76cd3ab0af2151050df31ba53 Mon Sep 17 00:00:00 2001 From: Carlos Lopez Date: Thu, 5 Dec 2024 10:33:57 -0500 Subject: [PATCH] [ADD] sale_project_reimbursement_cost: display provisions and reimbursement costs in the Project Updates dashboard --- sale_project_reimbursement_cost/README.rst | 159 ++++++ sale_project_reimbursement_cost/__init__.py | 1 + .../__manifest__.py | 23 + .../demo/product_demo.xml | 28 + sale_project_reimbursement_cost/i18n/es.po | 85 +++ .../i18n/sale_project_reimbursement_cost.pot | 83 +++ .../models/__init__.py | 3 + .../models/account_move_line.py | 68 +++ .../models/product_template.py | 12 + .../models/project_project.py | 117 ++++ .../pyproject.toml | 3 + .../readme/CONFIGURE.md | 23 + .../readme/CONTEXT.md | 6 + .../readme/CONTRIBUTORS.md | 3 + .../readme/DESCRIPTION.md | 1 + .../readme/USAGE.md | 23 + .../static/description/icon.png | Bin 0 -> 9455 bytes .../static/description/index.html | 511 ++++++++++++++++++ .../project_right_side_panel.esm.js | 23 + .../project_right_side_panel.xml | 72 +++ .../tests/__init__.py | 1 + .../tests/test_reimbursement_cost.py | 217 ++++++++ .../views/product_template_views.xml | 23 + .../views/sale_order_line_views.xml | 10 + 24 files changed, 1495 insertions(+) create mode 100644 sale_project_reimbursement_cost/README.rst create mode 100644 sale_project_reimbursement_cost/__init__.py create mode 100644 sale_project_reimbursement_cost/__manifest__.py create mode 100644 sale_project_reimbursement_cost/demo/product_demo.xml create mode 100644 sale_project_reimbursement_cost/i18n/es.po create mode 100644 sale_project_reimbursement_cost/i18n/sale_project_reimbursement_cost.pot create mode 100644 sale_project_reimbursement_cost/models/__init__.py create mode 100644 sale_project_reimbursement_cost/models/account_move_line.py create mode 100644 sale_project_reimbursement_cost/models/product_template.py create mode 100644 sale_project_reimbursement_cost/models/project_project.py create mode 100644 sale_project_reimbursement_cost/pyproject.toml create mode 100644 sale_project_reimbursement_cost/readme/CONFIGURE.md create mode 100644 sale_project_reimbursement_cost/readme/CONTEXT.md create mode 100644 sale_project_reimbursement_cost/readme/CONTRIBUTORS.md create mode 100644 sale_project_reimbursement_cost/readme/DESCRIPTION.md create mode 100644 sale_project_reimbursement_cost/readme/USAGE.md create mode 100644 sale_project_reimbursement_cost/static/description/icon.png create mode 100644 sale_project_reimbursement_cost/static/description/index.html create mode 100644 sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.esm.js create mode 100644 sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml create mode 100644 sale_project_reimbursement_cost/tests/__init__.py create mode 100644 sale_project_reimbursement_cost/tests/test_reimbursement_cost.py create mode 100644 sale_project_reimbursement_cost/views/product_template_views.xml create mode 100644 sale_project_reimbursement_cost/views/sale_order_line_views.xml diff --git a/sale_project_reimbursement_cost/README.rst b/sale_project_reimbursement_cost/README.rst new file mode 100644 index 0000000000..143a16a2ac --- /dev/null +++ b/sale_project_reimbursement_cost/README.rst @@ -0,0 +1,159 @@ +=============================== +Sale project reimbursement cost +=============================== + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:bad249e38e180277d68f401bdf0bd9385ca0561141736c76f646a7f277648b82 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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%2Fproject-lightgray.png?logo=github + :target: https://github.com/OCA/project/tree/17.0/sale_project_reimbursement_cost + :alt: OCA/project +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/project-17-0/project-17-0-sale_project_reimbursement_cost + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png + :target: https://runboat.odoo-community.org/builds?repo=OCA/project&target_branch=17.0 + :alt: Try me on Runboat + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module allows the display of provisions and reimbursement costs in +the ``Project Updates`` dashboard. + +**Table of contents** + +.. contents:: + :local: + +Use Cases / Context +=================== + +In businesses, especially those in services or consulting, where +expenses may be incurred on behalf of a client but later need to be +reimbursed by the client, Odoo’s functionality for +``Re-Invoice Expenses`` products (without using the hr_expenses module) +lacks visibility of this information in the project dashboard. + +With this module, two sections are added to the project dashboard: + +- **Provisions**: Values invoiced to the client in advance to cover any + necessary expenses. This section displays the analytic entries + generated from customer invoices for specific products. +- **Reimbursements cost:** Values generated from vendor bills that need + to be charged to the client. Using Odoo’s functionality, these are + the sales order lines automatically created from a vendor bill when + the product is configured as ``Re-Invoice Expenses``. + +Configuration +============= + +**To automatically create a project from a sale order:** + +- Go to ``Sales > Products > Products``. +- Create a new product with the following options: + + - Product Type: Service + - Invoicing Policy: ``Prepaid/Fixed Price``. + - Create on Order: Set an option other than ``Nothing``. + +**For Provisions:** + +- Go to ``Sales > Products > Products``. +- Create a new product of type Service. + +**For Reimbursement:** + +- Go to ``Sales > Products > Products``. +- Create a new product with the following options: + + - ``Product Type``: Service + - Invoicing Policy: ``Based on Delivered Quantity (Manual)``. + - ``Re-Invoice Expenses``: At cost or Sales price + - Fill in the ``Provision Product`` field created in the previous + step. + +Usage +===== + +**To generate a new project from a sale order**: + +- Go to ``Sales > Orders > Quotations``. +- Create a new sales order and select the first product configured. +- Add a second line with the second configured product for + ``Provisions``. +- Confirm the sales order. +- Generated the invoice + +**To generate reimbursement costs**: + +- Go to ``Invoicing > Vendors > Bills``. +- Create a new bill and select the third product configured for + ``Reimbursement``. +- In the invoice line, set the analytic distribution with the analytic + account for the project. +- Confirm the bill, and a new line will be added to the sale order with + the reimbursement cost. +- While the provision has a remaining amount, a new line will be added + to the sale order with the product for Provisions, but with a + negative quantity. + +**Project status dashboard**: + +- Go to ``Project > Projects``. +- Search for the respective project. +- In the Kanban view, click the top-right icon to display project + settings, then click ``Reporting / Project Updates``. + +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 to smash 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 `__: + + - Pedro M. Baeza + - Carlos López + +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/project `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/sale_project_reimbursement_cost/__init__.py b/sale_project_reimbursement_cost/__init__.py new file mode 100644 index 0000000000..0650744f6b --- /dev/null +++ b/sale_project_reimbursement_cost/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/sale_project_reimbursement_cost/__manifest__.py b/sale_project_reimbursement_cost/__manifest__.py new file mode 100644 index 0000000000..aa2df4a135 --- /dev/null +++ b/sale_project_reimbursement_cost/__manifest__.py @@ -0,0 +1,23 @@ +# Copyright 2024 Tecnativa - Carlos López +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). +{ + "name": "Sale project reimbursement cost", + "version": "17.0.1.0.0", + "summary": """Display provisions and reimbursement costs + in the Project Updates dashboard.""", + "author": "Tecnativa,Odoo Community Association (OCA)", + "website": "https://github.com/OCA/project", + "category": "Sales", + "depends": [ + "sale_project", + ], + "data": ["views/product_template_views.xml", "views/sale_order_line_views.xml"], + "demo": ["demo/product_demo.xml"], + "assets": { + "web.assets_backend": [ + "sale_project_reimbursement_cost/static/src/components/project_right_side_panel/**/*", + ], + }, + "installable": True, + "license": "AGPL-3", +} diff --git a/sale_project_reimbursement_cost/demo/product_demo.xml b/sale_project_reimbursement_cost/demo/product_demo.xml new file mode 100644 index 0000000000..22ed13c27a --- /dev/null +++ b/sale_project_reimbursement_cost/demo/product_demo.xml @@ -0,0 +1,28 @@ + + + + + Provision + service + + + + + Service task + service + + + task_in_project + ordered_prepaid + + + Reimbursement + service + + + delivered_manual + cost + + + diff --git a/sale_project_reimbursement_cost/i18n/es.po b/sale_project_reimbursement_cost/i18n/es.po new file mode 100644 index 0000000000..0dda690a3b --- /dev/null +++ b/sale_project_reimbursement_cost/i18n/es.po @@ -0,0 +1,85 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sale_project_reimbursement_cost +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2024-12-10 11:48+0000\n" +"PO-Revision-Date: 2024-12-10 06:51-0500\n" +"Last-Translator: \n" +"Language-Team: \n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: 8bit\n" +"Plural-Forms: \n" +"X-Generator: Poedit 3.0.1\n" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Amount" +msgstr "Importe" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Date" +msgstr "Fecha" + +#. module: sale_project_reimbursement_cost +#: model:ir.model,name:sale_project_reimbursement_cost.model_product_template +msgid "Product" +msgstr "Producto" + +#. module: sale_project_reimbursement_cost +#: model:ir.model,name:sale_project_reimbursement_cost.model_project_project +msgid "Project" +msgstr "Proyecto" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#: model:product.template,name:sale_project_reimbursement_cost.product_provision_product_template +#, python-format +msgid "Provision" +msgstr "Provisión" + +#. module: sale_project_reimbursement_cost +#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_product__provision_product_id +#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_template__provision_product_id +msgid "Provision Product" +msgstr "Producto para provisión" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Provisions" +msgstr "Provisiones" + +#. module: sale_project_reimbursement_cost +#: model:product.template,name:sale_project_reimbursement_cost.product_reimbursement_product_template +msgid "Reimbursement" +msgstr "Reembolso" + +#. module: sale_project_reimbursement_cost +#: model:ir.actions.act_window,name:sale_project_reimbursement_cost.sol_reimbursement_cost_action +msgid "Reimbursement cost" +msgstr "Reembolso de gastos" + +#. module: sale_project_reimbursement_cost +#: model:product.template,name:sale_project_reimbursement_cost.product_service_task_product_template +msgid "Service task" +msgstr "Tarea de servicio" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Total" +msgstr "Total" diff --git a/sale_project_reimbursement_cost/i18n/sale_project_reimbursement_cost.pot b/sale_project_reimbursement_cost/i18n/sale_project_reimbursement_cost.pot new file mode 100644 index 0000000000..aa18b8125a --- /dev/null +++ b/sale_project_reimbursement_cost/i18n/sale_project_reimbursement_cost.pot @@ -0,0 +1,83 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * sale_project_reimbursement_cost +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2024-12-10 11:48+0000\n" +"PO-Revision-Date: 2024-12-10 11:48+0000\n" +"Last-Translator: \n" +"Language-Team: \n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: \n" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Amount" +msgstr "" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Date" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:ir.model,name:sale_project_reimbursement_cost.model_product_template +msgid "Product" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:ir.model,name:sale_project_reimbursement_cost.model_project_project +msgid "Project" +msgstr "" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#: model:product.template,name:sale_project_reimbursement_cost.product_provision_product_template +#, python-format +msgid "Provision" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_product__provision_product_id +#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_template__provision_product_id +msgid "Provision Product" +msgstr "" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Provisions" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:product.template,name:sale_project_reimbursement_cost.product_reimbursement_product_template +msgid "Reimbursement" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:ir.actions.act_window,name:sale_project_reimbursement_cost.sol_reimbursement_cost_action +msgid "Reimbursement cost" +msgstr "" + +#. module: sale_project_reimbursement_cost +#: model:product.template,name:sale_project_reimbursement_cost.product_service_task_product_template +msgid "Service task" +msgstr "" + +#. module: sale_project_reimbursement_cost +#. odoo-javascript +#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0 +#, python-format +msgid "Total" +msgstr "" diff --git a/sale_project_reimbursement_cost/models/__init__.py b/sale_project_reimbursement_cost/models/__init__.py new file mode 100644 index 0000000000..0686f100e3 --- /dev/null +++ b/sale_project_reimbursement_cost/models/__init__.py @@ -0,0 +1,3 @@ +from . import product_template +from . import project_project +from . import account_move_line diff --git a/sale_project_reimbursement_cost/models/account_move_line.py b/sale_project_reimbursement_cost/models/account_move_line.py new file mode 100644 index 0000000000..4cb24acbe7 --- /dev/null +++ b/sale_project_reimbursement_cost/models/account_move_line.py @@ -0,0 +1,68 @@ +from odoo import models +from odoo.tools import float_compare + + +class AccountMoveLine(models.Model): + _inherit = "account.move.line" + + def _sale_create_reinvoice_sale_line(self): + """ + Generate an additional line in the sale order for the provision product + only if the remaining amount in the provision product is greater than 0. + - Sale lines with the same analytic account and reimbursement product. + - Analytic lines with the same analytic account and provision product. + """ + SaleLine = self.env["sale.order.line"] + AnalyticLine = self.env["account.analytic.line"] + map_sale_line_per_move = super()._sale_create_reinvoice_sale_line() + for line in self.filtered(lambda aml: aml.product_id.provision_product_id): + provision_product = line.product_id.provision_product_id + sale_lines = map_sale_line_per_move.get(line.id) or [] + for sale_line in sale_lines: + analytic_account_id = sale_line.order_id.analytic_account_id + provision_data = AnalyticLine.read_group( + [ + ("account_id", "=", analytic_account_id.id), + ("product_id", "=", provision_product.id), + ], + fields=["product_id", "amount:sum"], + groupby=["product_id"], + ) + if not provision_data: + continue + sale_reimbursement_data = SaleLine.read_group( + [ + ("order_id.analytic_account_id", "=", analytic_account_id.id), + ("product_id", "=", line.product_id.id), + ("id", "!=", sale_line.id), + ("is_expense", "=", True), + ], + fields=["product_id", "untaxed_amount_to_invoice:sum"], + groupby=["product_id"], + ) + reimbursement_amount = ( + sale_reimbursement_data[0]["untaxed_amount_to_invoice"] + if sale_reimbursement_data + else 0.0 + ) + amount_remainig = max( + provision_data[0]["amount"] - reimbursement_amount, 0 + ) + amount = min(amount_remainig, line.price_subtotal) + if ( + float_compare( + amount, 0.0, precision_rounding=line.currency_id.rounding + ) + <= 0 + ): + continue + default_values = { + "product_id": provision_product.id, + "name": f"{line.name} ({provision_product.display_name})", + "price_unit": amount, + "product_uom_qty": -1, + "order_id": sale_line.order_id.id, + "is_expense": False, + } + sale_line.copy(default_values) + return map_sale_line_per_move diff --git a/sale_project_reimbursement_cost/models/product_template.py b/sale_project_reimbursement_cost/models/product_template.py new file mode 100644 index 0000000000..5340757234 --- /dev/null +++ b/sale_project_reimbursement_cost/models/product_template.py @@ -0,0 +1,12 @@ +# Copyright 2024 Tecnativa - Carlos López +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). +from odoo import fields, models + + +class ProductTemplate(models.Model): + _inherit = "product.template" + + provision_product_id = fields.Many2one( + "product.product", + domain=[("type", "=", "service")], + ) diff --git a/sale_project_reimbursement_cost/models/project_project.py b/sale_project_reimbursement_cost/models/project_project.py new file mode 100644 index 0000000000..caa7ebab4a --- /dev/null +++ b/sale_project_reimbursement_cost/models/project_project.py @@ -0,0 +1,117 @@ +# Copyright 2024 Tecnativa - Carlos López +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). +from odoo import models +from odoo.tools import format_date + + +class ProjectProject(models.Model): + _inherit = "project.project" + + def get_panel_data(self): + panel_data = super().get_panel_data() + provision_items = self._get_provision_items() + return { + **panel_data, + "provision_items": {"data": provision_items}, + } + + def _get_provision_items(self): + if not self.user_has_groups("project.group_project_user"): + return [] + provision_items = self.get_provision_items_data() + reimbursement_items = self.get_reimbursement_items_data() + data = provision_items + reimbursement_items + data.sort(key=lambda x: f"{x.get('date')}_{x.get('id')}") + return data + + def get_reimbursement_items_data(self): + domain = self._get_reimbursement_items_domain() + sols = self.env["sale.order.line"].sudo().search(domain) + + def get_action(res_id): + """Return the action vals to call it in frontend to the sale lines""" + action_id = "sale_project_reimbursement_cost.sol_reimbursement_cost_action" + return {"action": {"name": action_id, "resId": res_id}} + + items = [] + for line in sols.with_context(with_price_unit=True): + item = dict( + { + "id": line.id, + "name": line.display_name, + "date": format_date(self.env, line.order_id.date_order), + "amount": -line.untaxed_amount_to_invoice, + }, + **get_action(line.id), + ) + items.append(item) + return items + + def _get_reimbursement_items_domain(self): + sale_items = self.sudo()._get_sale_order_items() + domain = [ + ("order_id", "in", sale_items.sudo().order_id.ids), + ("is_expense", "=", True), + ("qty_to_invoice", ">", 0), + ("state", "=", "sale"), + ("display_type", "=", False), + "|", + ("project_id", "in", self.ids + [False]), + ("id", "in", sale_items.ids), + ] + return domain + + def get_provision_items_data(self): + domain = self._get_provision_items_domain() + analytic_lines = ( + self.env["account.analytic.line"] + .sudo() + .search( + domain, + order="date,id", + ) + ) + + def get_action(res_id): + """Return the action vals to call it in frontend to the analytic lines""" + return { + "action": { + "name": "analytic.account_analytic_line_action_entries", + "resId": res_id, + } + } + + items = [] + for analytic_line in analytic_lines: + item = dict( + { + "id": analytic_line.id, + "name": analytic_line.display_name, + "date": format_date(self.env, analytic_line.date), + "amount": analytic_line.amount, + }, + **get_action(analytic_line.id), + ) + items.append(item) + return items + + def _get_provision_items_domain(self): + provision_products = self.sudo()._get_provision_products() + domain = [ + ("product_id", "in", provision_products.ids), + ("account_id", "=", self.analytic_account_id.id), + ] + return domain + + def _get_provision_products(self): + """Get the provision products set in the all products""" + provision_products = self.env["product.template"]._read_group( + domain=[("provision_product_id", "!=", False)], + groupby=[], + aggregates=["provision_product_id:recordset"], + ) + return ( + provision_products[0][0] + if provision_products + else self.env["product.product"] + ) diff --git a/sale_project_reimbursement_cost/pyproject.toml b/sale_project_reimbursement_cost/pyproject.toml new file mode 100644 index 0000000000..4231d0cccb --- /dev/null +++ b/sale_project_reimbursement_cost/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/sale_project_reimbursement_cost/readme/CONFIGURE.md b/sale_project_reimbursement_cost/readme/CONFIGURE.md new file mode 100644 index 0000000000..21dd3587a2 --- /dev/null +++ b/sale_project_reimbursement_cost/readme/CONFIGURE.md @@ -0,0 +1,23 @@ +**To automatically create a project from a sale order:** + +- Go to `Sales > Products > Products`. +- Create a new product with the following options: + - Product Type: Service + - Invoicing Policy: `Prepaid/Fixed Price`. + - Create on Order: Set an option other than `Nothing`. + + +**For Provisions:** + +- Go to `Sales > Products > Products`. +- Create a new product of type Service. + + +**For Reimbursement:** + +- Go to `Sales > Products > Products`. +- Create a new product with the following options: + - `Product Type`: Service + - Invoicing Policy: `Based on Delivered Quantity (Manual)`. + - `Re-Invoice Expenses`: At cost or Sales price + - Fill in the `Provision Product` field created in the previous step. \ No newline at end of file diff --git a/sale_project_reimbursement_cost/readme/CONTEXT.md b/sale_project_reimbursement_cost/readme/CONTEXT.md new file mode 100644 index 0000000000..5fd22b7ea1 --- /dev/null +++ b/sale_project_reimbursement_cost/readme/CONTEXT.md @@ -0,0 +1,6 @@ +In businesses, especially those in services or consulting, where expenses may be incurred on behalf of a client but later need to be reimbursed by the client, Odoo’s functionality for `Re-Invoice Expenses` products (without using the hr_expenses module) lacks visibility of this information in the project dashboard. + +With this module, two sections are added to the project dashboard: + +- **Provisions**: Values invoiced to the client in advance to cover any necessary expenses. This section displays the analytic entries generated from customer invoices for specific products. +- **Reimbursements cost:** Values generated from vendor bills that need to be charged to the client. Using Odoo’s functionality, these are the sales order lines automatically created from a vendor bill when the product is configured as `Re-Invoice Expenses`. \ No newline at end of file diff --git a/sale_project_reimbursement_cost/readme/CONTRIBUTORS.md b/sale_project_reimbursement_cost/readme/CONTRIBUTORS.md new file mode 100644 index 0000000000..76723133dd --- /dev/null +++ b/sale_project_reimbursement_cost/readme/CONTRIBUTORS.md @@ -0,0 +1,3 @@ +- [Tecnativa](https://www.tecnativa.com): + - Pedro M. Baeza + - Carlos López \ No newline at end of file diff --git a/sale_project_reimbursement_cost/readme/DESCRIPTION.md b/sale_project_reimbursement_cost/readme/DESCRIPTION.md new file mode 100644 index 0000000000..16f339c85f --- /dev/null +++ b/sale_project_reimbursement_cost/readme/DESCRIPTION.md @@ -0,0 +1 @@ +This module allows the display of provisions and reimbursement costs in the `Project Updates` dashboard. \ No newline at end of file diff --git a/sale_project_reimbursement_cost/readme/USAGE.md b/sale_project_reimbursement_cost/readme/USAGE.md new file mode 100644 index 0000000000..65ccccf08a --- /dev/null +++ b/sale_project_reimbursement_cost/readme/USAGE.md @@ -0,0 +1,23 @@ +**To generate a new project from a sale order**: + +- Go to `Sales > Orders > Quotations`. +- Create a new sales order and select the first product configured. +- Add a second line with the second configured product for `Provisions`. +- Confirm the sales order. +- Generated the invoice + + +**To generate reimbursement costs**: + +- Go to `Invoicing > Vendors > Bills`. +- Create a new bill and select the third product configured for `Reimbursement`. +- In the invoice line, set the analytic distribution with the analytic account for the project. +- Confirm the bill, and a new line will be added to the sale order with the reimbursement cost. +- While the provision has a remaining amount, a new line will be added to the sale order with the product for Provisions, but with a negative quantity. + + +**Project status dashboard**: + +- Go to `Project > Projects`. +- Search for the respective project. +- In the Kanban view, click the top-right icon to display project settings, then click `Reporting / Project Updates`. \ No newline at end of file diff --git a/sale_project_reimbursement_cost/static/description/icon.png b/sale_project_reimbursement_cost/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$xMcUrMzl=;w<_nm*qr=c3Rl@i5wWB;e-`t7D&c-mcQl7x! zZWB`UGcw=Y2=}~wzrfLx=uet<;m3~=8I~ZRuzvMQUQdr+yTV|ATf1Uuomr__nDf=X zZ3WYJtHp_ri(}SQAPjv+Y+0=fH4krOP@S&=zZ-t1jW1o@}z;xk8 z(Nz1co&El^HK^NrhVHa-_;&88vTU>_J33=%{if;BEY*J#1n59=07jrGQ#IP>@u#3A z;!q+E1Rj3ZJ+!4bq9F8PXJ@yMgZL;>&gYA0%_Kbi8?S=XGM~dnQZQ!yBSgcZhY96H zrWnU;k)qy`rX&&xlDyA%(a1Hhi5CWkmg(`Gb%m(HKi-7Z!LKGRP_B8@`7&hdDy5n= z`OIxqxiVfX@OX1p(mQu>0Ai*v_cTMiw4qRt3~NBvr9oBy0)r>w3p~V0SCm=An6@3n)>@z!|o-$HvDK z|3D2ZMJkLE5loMKl6R^ez@Zz%S$&mbeoqH5`Bb){Ei21q&VP)hWS2tjShfFtGE+$z zzCR$P#uktu+#!w)cX!lWN1XU%K-r=s{|j?)Akf@q#3b#{6cZCuJ~gCxuMXRmI$nGtnH+-h z+GEi!*X=AP<|fG`1>MBdTb?28JYc=fGvAi2I<$B(rs$;eoJCyR6_bc~p!XR@O-+sD z=eH`-ye})I5ic1eL~TDmtfJ|8`0VJ*Yr=hNCd)G1p2MMz4C3^Mj?7;!w|Ly%JqmuW zlIEW^Ft%z?*|fpXda>Jr^1noFZEwFgVV%|*XhH@acv8rdGxeEX{M$(vG{Zw+x(ei@ zmfXb22}8-?Fi`vo-YVrTH*C?a8%M=Hv9MqVH7H^J$KsD?>!SFZ;ZsvnHr_gn=7acz z#W?0eCdVhVMWN12VV^$>WlQ?f;P^{(&pYTops|btm6aj>_Uz+hqpGwB)vWp0Cf5y< zft8-je~nn?W11plq}N)4A{l8I7$!ks_x$PXW-2XaRFswX_BnF{R#6YIwMhAgd5F9X zGmwdadS6(a^fjHtXg8=l?Rc0Sm%hk6E9!5cLVloEy4eh(=FwgP`)~I^5~pBEWo+F6 zSf2ncyMurJN91#cJTy_u8Y}@%!bq1RkGC~-bV@SXRd4F{R-*V`bS+6;W5vZ(&+I<9$;-V|eNfLa5n-6% z2(}&uGRF;p92eS*sE*oR$@pexaqr*meB)VhmIg@h{uzkk$9~qh#cHhw#>O%)b@+(| z^IQgqzuj~Sk(J;swEM-3TrJAPCq9k^^^`q{IItKBRXYe}e0Tdr=Huf7da3$l4PdpwWDop%^}n;dD#K4s#DYA8SHZ z&1!riV4W4R7R#C))JH1~axJ)RYnM$$lIR%6fIVA@zV{XVyx}C+a-Dt8Y9M)^KU0+H zR4IUb2CJ{Hg>CuaXtD50jB(_Tcx=Z$^WYu2u5kubqmwp%drJ6 z?Fo40g!Qd<-l=TQxqHEOuPX0;^z7iX?Ke^a%XT<13TA^5`4Xcw6D@Ur&VT&CUe0d} z1GjOVF1^L@>O)l@?bD~$wzgf(nxX1OGD8fEV?TdJcZc2KoUe|oP1#=$$7ee|xbY)A zDZq+cuTpc(fFdj^=!;{k03C69lMQ(|>uhRfRu%+!k&YOi-3|1QKB z z?n?eq1XP>p-IM$Z^C;2L3itnbJZAip*Zo0aw2bs8@(s^~*8T9go!%dHcAz2lM;`yp zD=7&xjFV$S&5uDaiScyD?B-i1ze`+CoRtz`Wn+Zl&#s4&}MO{@N!ufrzjG$B79)Y2d3tBk&)TxUTw@QS0TEL_?njX|@vq?Uz(nBFK5Pq7*xj#u*R&i|?7+6# z+|r_n#SW&LXhtheZdah{ZVoqwyT{D>MC3nkFF#N)xLi{p7J1jXlmVeb;cP5?e(=f# zuT7fvjSbjS781v?7{)-X3*?>tq?)Yd)~|1{BDS(pqC zC}~H#WXlkUW*H5CDOo<)#x7%RY)A;ShGhI5s*#cRDA8YgqG(HeKDx+#(ZQ?386dv! zlXCO)w91~Vw4AmOcATuV653fa9R$fyK8ul%rG z-wfS zihugoZyr38Im?Zuh6@RcF~t1anQu7>#lPpb#}4cOA!EM11`%f*07RqOVkmX{p~KJ9 z^zP;K#|)$`^Rb{rnHGH{~>1(fawV0*Z#)}M`m8-?ZJV<+e}s9wE# z)l&az?w^5{)`S(%MRzxdNqrs1n*-=jS^_jqE*5XDrA0+VE`5^*p3CuM<&dZEeCjoz zR;uu_H9ZPZV|fQq`Cyw4nscrVwi!fE6ciMmX$!_hN7uF;jjKG)d2@aC4ropY)8etW=xJvni)8eHi`H$%#zn^WJ5NLc-rqk|u&&4Z6fD_m&JfSI1Bvb?b<*n&sfl0^t z=HnmRl`XrFvMKB%9}>PaA`m-fK6a0(8=qPkWS5bb4=v?XcWi&hRY?O5HdulRi4?fN zlsJ*N-0Qw+Yic@s0(2uy%F@ib;GjXt01Fmx5XbRo6+n|pP(&nodMoap^z{~q ziEeaUT@Mxe3vJSfI6?uLND(CNr=#^W<1b}jzW58bIfyWTDle$mmS(|x-0|2UlX+9k zQ^EX7Nw}?EzVoBfT(-LT|=9N@^hcn-_p&sqG z&*oVs2JSU+N4ZD`FhCAWaS;>|wH2G*Id|?pa#@>tyxX`+4HyIArWDvVrX)2WAOQff z0qyHu&-S@i^MS-+j--!pr4fPBj~_8({~e1bfcl0wI1kaoN>mJL6KUPQm5N7lB(ui1 zE-o%kq)&djzWJ}ob<-GfDlkB;F31j-VHKvQUGQ3sp`CwyGJk_i!y^sD0fqC@$9|jO zOqN!r!8-p==F@ZVP=U$qSpY(gQ0)59P1&t@y?5rvg<}E+GB}26NYPp4f2YFQrQtot5mn3wu_qprZ=>Ig-$ zbW26Ws~IgY>}^5w`vTB(G`PTZaDiGBo5o(tp)qli|NeV( z@H_=R8V39rt5J5YB2Ky?4eJJ#b`_iBe2ot~6%7mLt5t8Vwi^Jy7|jWXqa3amOIoRb zOr}WVFP--DsS`1WpN%~)t3R!arKF^Q$e12KEqU36AWwnCBICpH4XCsfnyrHr>$I$4 z!DpKX$OKLWarN7nv@!uIA+~RNO)l$$w}p(;b>mx8pwYvu;dD_unryX_NhT8*Tj>BTrTTL&!?O+%Rv;b?B??gSzdp?6Uug9{ zd@V08Z$BdI?fpoCS$)t4mg4rT8Q_I}h`0d-vYZ^|dOB*Q^S|xqTV*vIg?@fVFSmMpaw0qtTRbx} z({Pg?#{2`sc9)M5N$*N|4;^t$+QP?#mov zGVC@I*lBVrOU-%2y!7%)fAKjpEFsgQc4{amtiHb95KQEwvf<(3T<9-Zm$xIew#P22 zc2Ix|App^>v6(3L_MCU0d3W##AB0M~3D00EWoKZqsJYT(#@w$Y_H7G22M~ApVFTRHMI_3be)Lkn#0F*V8Pq zc}`Cjy$bE;FJ6H7p=0y#R>`}-m4(0F>%@P|?7fx{=R^uFdISRnZ2W_xQhD{YuR3t< z{6yxu=4~JkeA;|(J6_nv#>Nvs&FuLA&PW^he@t(UwFFE8)|a!R{`E`K`i^ZnyE4$k z;(749Ix|oi$c3QbEJ3b~D_kQsPz~fIUKym($a_7dJ?o+40*OLl^{=&oq$<#Q(yyrp z{J-FAniyAw9tPbe&IhQ|a`DqFTVQGQ&Gq3!C2==4x{6EJwiPZ8zub-iXoUtkJiG{} zPaR&}_fn8_z~(=;5lD-aPWD3z8PZS@AaUiomF!G8I}Mf>e~0g#BelA-5#`cj;O5>N Xviia!U7SGha1wx#SCgwmn*{w2TRX*I literal 0 HcmV?d00001 diff --git a/sale_project_reimbursement_cost/static/description/index.html b/sale_project_reimbursement_cost/static/description/index.html new file mode 100644 index 0000000000..caae372e42 --- /dev/null +++ b/sale_project_reimbursement_cost/static/description/index.html @@ -0,0 +1,511 @@ + + + + + +Sale project reimbursement cost + + + +
+

Sale project reimbursement cost

+ + +

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

+

This module allows the display of provisions and reimbursement costs in +the Project Updates dashboard.

+

Table of contents

+ +
+

Use Cases / Context

+

In businesses, especially those in services or consulting, where +expenses may be incurred on behalf of a client but later need to be +reimbursed by the client, Odoo’s functionality for +Re-Invoice Expenses products (without using the hr_expenses module) +lacks visibility of this information in the project dashboard.

+

With this module, two sections are added to the project dashboard:

+
    +
  • Provisions: Values invoiced to the client in advance to cover any +necessary expenses. This section displays the analytic entries +generated from customer invoices for specific products.
    • +
  • Reimbursements cost: Values generated from vendor bills that need +to be charged to the client. Using Odoo’s functionality, these are +the sales order lines automatically created from a vendor bill when +the product is configured as Re-Invoice Expenses.
    • +
+
+
+

Configuration

+

To automatically create a project from a sale order:

+
    +
  • Go to Sales > Products > Products.
    • +
  • Create a new product with the following options:
      +
    • Product Type: Service
      • +
    • Invoicing Policy: Prepaid/Fixed Price.
      • +
    • Create on Order: Set an option other than Nothing.
      • +
    +
    • +
+

For Provisions:

+
    +
  • Go to Sales > Products > Products.
    • +
  • Create a new product of type Service.
    • +
+

For Reimbursement:

+
    +
  • Go to Sales > Products > Products.
    • +
  • Create a new product with the following options:
      +
    • Product Type: Service
      • +
    • Invoicing Policy: Based on Delivered Quantity (Manual).
      • +
    • Re-Invoice Expenses: At cost or Sales price
      • +
    • Fill in the Provision Product field created in the previous +step.
      • +
    +
    • +
+
+
+

Usage

+

To generate a new project from a sale order:

+
    +
  • Go to Sales > Orders > Quotations.
    • +
  • Create a new sales order and select the first product configured.
    • +
  • Add a second line with the second configured product for +Provisions.
    • +
  • Confirm the sales order.
    • +
  • Generated the invoice
    • +
+

To generate reimbursement costs:

+
    +
  • Go to Invoicing > Vendors > Bills.
    • +
  • Create a new bill and select the third product configured for +Reimbursement.
    • +
  • In the invoice line, set the analytic distribution with the analytic +account for the project.
    • +
  • Confirm the bill, and a new line will be added to the sale order with +the reimbursement cost.
    • +
  • While the provision has a remaining amount, a new line will be added +to the sale order with the product for Provisions, but with a +negative quantity.
    • +
+

Project status dashboard:

+
    +
  • Go to Project > Projects.
    • +
  • Search for the respective project.
    • +
  • In the Kanban view, click the top-right icon to display project +settings, then click Reporting / Project Updates.
    • +
+
+
+

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 to smash 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:
      +
    • Pedro M. Baeza
      • +
    • Carlos López
      • +
    +
    • +
+
+
+

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/project project on GitHub.

+

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

+
+
+
+ + diff --git a/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.esm.js b/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.esm.js new file mode 100644 index 0000000000..5f97119151 --- /dev/null +++ b/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.esm.js @@ -0,0 +1,23 @@ +/** @odoo-module */ + +import {ProjectRightSidePanel} from "@project/components/project_right_side_panel/project_right_side_panel"; +import {patch} from "@web/core/utils/patch"; + +patch(ProjectRightSidePanel.prototype, { + // --------------------------------------------------------------------- + // Handlers + // --------------------------------------------------------------------- + + /** + * @private + * @param {Object} params + */ + async onReimbursementItemActionClick(params) { + const action = await this.actionService.loadAction(params.name, this.context); + this.actionService.doAction({ + ...action, + res_id: params.resId, + views: [[false, "form"]], + }); + }, +}); diff --git a/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml b/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml new file mode 100644 index 0000000000..964f32616e --- /dev/null +++ b/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml @@ -0,0 +1,72 @@ + + + + + + + + Provisions + + + + + + + + + + + + + + + + + + + + + + + + +
ProvisionDateAmount
+ + + + + + + + +
Total +
+ + + + + diff --git a/sale_project_reimbursement_cost/tests/__init__.py b/sale_project_reimbursement_cost/tests/__init__.py new file mode 100644 index 0000000000..2cabfeab1b --- /dev/null +++ b/sale_project_reimbursement_cost/tests/__init__.py @@ -0,0 +1 @@ +from . import test_reimbursement_cost diff --git a/sale_project_reimbursement_cost/tests/test_reimbursement_cost.py b/sale_project_reimbursement_cost/tests/test_reimbursement_cost.py new file mode 100644 index 0000000000..7eab24c87b --- /dev/null +++ b/sale_project_reimbursement_cost/tests/test_reimbursement_cost.py @@ -0,0 +1,217 @@ +# Copyright 2024 Tecnativa - Carlos López +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). + +from odoo.tests import new_test_user, tagged +from odoo.tests.common import users + +from odoo.addons.account.tests.common import AccountTestInvoicingCommon +from odoo.addons.base.tests.common import DISABLED_MAIL_CONTEXT + + +@tagged("post_install", "-at_install") +class TestReimbursementCost(AccountTestInvoicingCommon): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.env = cls.env(context=dict(cls.env.context, **DISABLED_MAIL_CONTEXT)) + cls.Task = cls.env["project.task"] + cls.Product = cls.env["product.product"] + cls.SaleOrder = cls.env["sale.order"] + cls.SaleLine = cls.env["sale.order.line"] + cls.user = new_test_user( + cls.env, + login="test-user", + groups="sales_team.group_sale_salesman" + ",project.group_project_user" + ",analytic.group_analytic_accounting", + ) + cls.service_task = cls.env.ref( + "sale_project_reimbursement_cost.product_service_task" + ) + cls.service_provision = cls.env.ref( + "sale_project_reimbursement_cost.product_provision" + ) + cls.service_reimbursement = cls.env.ref( + "sale_project_reimbursement_cost.product_reimbursement" + ) + cls.sale_order = cls.SaleOrder.create( + { + "partner_id": cls.partner_a.id, + "partner_invoice_id": cls.partner_a.id, + "partner_shipping_id": cls.partner_a.id, + } + ) + cls.sol_task = cls.SaleLine.create( + { + "product_id": cls.service_task.id, + "product_uom_qty": 1, + "order_id": cls.sale_order.id, + } + ) + cls.sol_provision = cls.SaleLine.create( + { + "product_id": cls.service_provision.id, + "product_uom_qty": 1, + "order_id": cls.sale_order.id, + "price_unit": 1000, + } + ) + cls.bill_1 = cls.init_invoice("in_invoice", products=cls.service_reimbursement) + + @users("test-user") + def test_reimbursement_cost(self): + """ + Create a sale order with a task and a provision product. + Generate a bill with a reimbursement product by 400. + Check that the provision line is added to the sale order. + Invoice the sale order. + Generate a new bill with a reimbursement product by 600. + Check that the provision line is added to the sale order. + Invoice the sale order. + Generate a new bill with a reimbursement product by 100. + Check that the provision line is not added to the sale order. + Invoice the sale order. + """ + + def _get_provision_and_reimbursement(project): + project_report_values = project.get_panel_data() + provision_data = project_report_values["provision_items"]["data"] + provisions = list(filter(lambda x: x["amount"] > 0, provision_data)) + reimbursements = list(filter(lambda x: x["amount"] < 0, provision_data)) + return provisions, reimbursements + + # generate the project/task and provision + self.sale_order.action_confirm() + customer_invoice = self.sale_order._create_invoices() + customer_invoice.action_post() + self.assertTrue(self.sol_task.task_id) + self.assertTrue(self.sale_order.analytic_account_id) + project = self.sol_task.task_id.project_id + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(reimbursement_items), 0) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + # generate the reimbursement + self.bill_1.invoice_line_ids.write( + { + "analytic_distribution": {project.analytic_account_id.id: 100}, + "price_unit": 400, + "quantity": 1, + } + ) + self.bill_1.action_post() + # Check that the new lines are added to the sale order + # 1 line for reimbursement and 1 line for provision + self.assertEqual(len(self.sale_order.order_line), 4) + reimbursement_line = self.sale_order.order_line.filtered("is_expense") + reimbursement_provision_line = self.sale_order.order_line.filtered( + lambda line: line.product_id == self.service_provision + and not line.is_expense + and line.product_uom_qty < 0 + ) + self.assertEqual(len(reimbursement_provision_line), 1) + self.assertEqual(reimbursement_line.untaxed_amount_to_invoice, 400) + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 1) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertIn("Reimbursement", reimbursement_items[0]["name"]) + # invoice the sale order. + customer_invoice = self.sale_order._create_invoices(final=True) + customer_invoice.action_post() + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 1) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertIn("Provision", reimbursement_items[0]["name"]) + # generate a second reimbursement by 600 + new_bill = self.bill_1.copy() + new_bill.invoice_date = "2024-01-01" + new_bill.invoice_line_ids.write( + { + "analytic_distribution": {project.analytic_account_id.id: 100}, + "price_unit": 600, + "quantity": 1, + } + ) + new_bill.action_post() + # Check that the new lines are added to the sale order + # 1 line for reimbursement and 1 line for provision + self.assertEqual(len(self.sale_order.order_line), 6) + reimbursement_line = self.sale_order.order_line.filtered("is_expense") + reimbursement_provision_line = self.sale_order.order_line.filtered( + lambda line: line.product_id == self.service_provision + and not line.is_expense + and line.product_uom_qty < 0 + ) + self.assertEqual(len(reimbursement_provision_line), 2) + self.assertEqual(len(reimbursement_line), 2) + self.assertEqual(reimbursement_line[0].untaxed_amount_to_invoice, 0) + self.assertEqual(reimbursement_line[1].untaxed_amount_to_invoice, 600) + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 2) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertEqual(reimbursement_items[1]["amount"], -600) + self.assertIn("Reimbursement", reimbursement_items[0]["name"]) + self.assertIn("Reimbursement", reimbursement_items[1]["name"]) + # invoice the sale order. + customer_invoice = self.sale_order._create_invoices(final=True) + customer_invoice.action_post() + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 2) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertEqual(reimbursement_items[1]["amount"], -600) + self.assertIn("Provision", reimbursement_items[0]["name"]) + # generate a new reimbursement by 100 + # but the provision line must be not added + # only the reimbursement line must be added + new_bill = self.bill_1.copy() + new_bill.invoice_date = "2024-01-01" + new_bill.invoice_line_ids.write( + { + "analytic_distribution": {project.analytic_account_id.id: 100}, + "price_unit": 100, + "quantity": 1, + } + ) + new_bill.action_post() + # Check that the new lines are added to the sale order + # 1 line for reimbursement and no line for provision + self.assertEqual(len(self.sale_order.order_line), 7) + reimbursement_line = self.sale_order.order_line.filtered("is_expense") + reimbursement_provision_line = self.sale_order.order_line.filtered( + lambda line: line.product_id == self.service_provision + and not line.is_expense + and line.product_uom_qty < 0 + ) + self.assertEqual(len(reimbursement_provision_line), 2) + self.assertEqual(len(reimbursement_line), 3) + self.assertEqual(reimbursement_line[0].untaxed_amount_to_invoice, 0) + self.assertEqual(reimbursement_line[1].untaxed_amount_to_invoice, 0) + self.assertEqual(reimbursement_line[2].untaxed_amount_to_invoice, 100) + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 3) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertEqual(reimbursement_items[1]["amount"], -600) + self.assertEqual(reimbursement_items[2]["amount"], -100) + self.assertIn("Reimbursement", reimbursement_items[0]["name"]) + self.assertIn("Reimbursement", reimbursement_items[1]["name"]) + self.assertIn("Reimbursement", reimbursement_items[2]["name"]) + # invoice the sale order. + customer_invoice = self.sale_order._create_invoices(final=True) + customer_invoice.action_post() + provision_items, reimbursement_items = _get_provision_and_reimbursement(project) + self.assertEqual(len(provision_items), 1) + self.assertEqual(provision_items[0]["amount"], 1000) + self.assertEqual(len(reimbursement_items), 2) + self.assertEqual(reimbursement_items[0]["amount"], -400) + self.assertEqual(reimbursement_items[1]["amount"], -600) + self.assertIn("Provision", reimbursement_items[0]["name"]) diff --git a/sale_project_reimbursement_cost/views/product_template_views.xml b/sale_project_reimbursement_cost/views/product_template_views.xml new file mode 100644 index 0000000000..2b43305497 --- /dev/null +++ b/sale_project_reimbursement_cost/views/product_template_views.xml @@ -0,0 +1,23 @@ + + + + + view.product.template.form + product.template + + + + + + + + + diff --git a/sale_project_reimbursement_cost/views/sale_order_line_views.xml b/sale_project_reimbursement_cost/views/sale_order_line_views.xml new file mode 100644 index 0000000000..fa092255d8 --- /dev/null +++ b/sale_project_reimbursement_cost/views/sale_order_line_views.xml @@ -0,0 +1,10 @@ + + + + + Reimbursement cost + sale.order.line + tree,form + + +