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dd3c220
[ADD] sale_margin_delivered: New Module
chienandalu Jul 9, 2018
84ed49d
[IMP] sale_margin_delivered: Add new computed field for better contro…
sergio-teruel Nov 13, 2018
99d5930
[11.0][FIX] sale_margin_delivered: Set % delivered percent to 0.0 if …
sergio-teruel Jan 14, 2019
5ca1b9d
[11.0][FIX] sale_margin_delivered: Fix cost price unit from stock mov…
sergio-teruel Apr 15, 2019
6bc147b
[11.0][IMP] sale_margin_delivered: take an account returned moves
sergio-teruel Apr 16, 2019
45a65fd
[11.0][IMP] sale_margin_delivered: Compute avoid use product_uom_qty …
sergio-teruel Apr 17, 2019
cc4ed21
[IMP] stock_picking_comment_template: Change field label to fix travi…
sergio-teruel Dec 3, 2019
5b1d7a7
[IMP] sale_margin_delivered: black, isort
sergio-teruel Feb 24, 2020
ea95156
[MIG] sale_margin_delivered: Migration to v13.0
sergio-teruel Feb 24, 2020
fc7db8e
[FIX] sale_margin_delivered: Fix compute avco from stock valuation la…
sergio-teruel Sep 18, 2020
34534cd
[FIX] sale_margin_delivered: Fix cache miss error.
sergio-teruel Sep 22, 2020
cd47d38
[FIX] sale_margin_delivered: Fix division by zero if no price_reduce
sergio-teruel Sep 22, 2020
1137112
[FIX] sale_margin_delivered: Delivered values not zero when sale line…
carlosdauden Oct 8, 2020
62c7154
[FIX] sale_margin_delivered: Use Form in tests to avoid crash test du…
sergio-teruel Sep 6, 2021
8cc7cd6
[MIG] sale_margin_delivered: Migration to 15.0
CarlosRoca13 Nov 7, 2022
5dde111
[FIX] sale_margin_delivered: non storable
chienandalu Jan 3, 2022
5aeda53
[MIG] sale_margin_delivered: Migration to 16.0
pilarvargas-tecnativa Sep 12, 2023
7bd9143
[REF] split sale_margin_delivered into sale_margin_delivered and sale…
legalsylvain Sep 13, 2023
e26f4f7
[OU-ADD] sale_margin_delivered: Script to install sale_margin_deliver…
pilarvargas-tecnativa Sep 14, 2023
6f27dbb
Translated using Weblate (Spanish)
Ivorra78 Sep 27, 2023
70ccba7
[IMP] sale_margin_delivered: test performance improvement
josep-tecnativa Oct 20, 2023
fa6d5a8
Added translation using Weblate (Italian)
mymage Feb 1, 2024
32d1b83
Translated using Weblate (Italian)
mymage Feb 1, 2024
cbff335
[FIX] sale_margin_delivered: Fix calculation when more quantities are…
Shide May 31, 2024
9970837
Translated using Weblate (Italian)
mymage Jun 5, 2024
7a2c748
[FIX] sale_margin_delivered: Margin Delivered (%) help doesn't match …
Shide Jun 14, 2024
fe8825f
[REF] sale_margin_delivered: Preparate module to Dropshipping compati…
Shide Jun 18, 2024
451df4d
[FIX] sale_margin_delivered: Increase version due to multi commit on PR
Shide Jun 19, 2024
888d720
[FIX] sale_margin_delivered: Uses the right field to get price reduce
lmignon Jun 18, 2024
4dcfa65
[IMP] sale_margin_delivered: Improve UI
lmignon Jun 19, 2024
7efc740
[IMP] sale_margin_delivered: Store margin delivered percent as a frat…
lmignon Jun 19, 2024
50ed6ce
[FIX] sale_margin_analysis: Avoid ZeroDivisionError
lmignon Jun 20, 2024
c356d80
Translated using Weblate (Italian)
mymage Jun 24, 2024
03562e3
[IMP] sale_margin_delivered: pre-commit auto fixes
BhaveshHeliconia Feb 21, 2025
e6a2d95
[MIG] sale_margin_delivered: Migration to 17.0
BhaveshHeliconia Feb 21, 2025
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138 changes: 138 additions & 0 deletions sale_margin_delivered/README.rst
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=====================
Sale Margin Delivered
=====================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:0b09ede2e638f86ca5633af540546efdea6a1511f82c70e98678201db8657d54
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmargin--analysis-lightgray.png?logo=github
:target: https://github.com/OCA/margin-analysis/tree/17.0/sale_margin_delivered
:alt: OCA/margin-analysis
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/margin-analysis-17-0/margin-analysis-17-0-sale_margin_delivered
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/margin-analysis&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

Computes sale order lines margins for the delivered items.

This module takes in consideration Outgoing and Returns.

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

This module has been developed to be able to show delivered margins on
sale order lines.

If you need this module for those reasons, these might interest you too:

- sale_margin_delivered_dropshipping
- sale_report_delivered

Configuration
=============

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

Usage
=====

1. Go to *Sales > Orders > Quotations*.
2. Create a new *Sales Order* and add a line with an stockable product.
Set a quantity higher than one.
3. Confirm the *Sales Order* and deliver just a partial amount of
product in the picking.
4. Go to *Sales > Reporting > Sales* and unfold the *Order Reference*
dimension and the *Margin* and *Margin Delivered* to compare them.

For example:

In an order line with a product at a cost of 10 and a sell price of 25
we deliver 2 of 3 units. Then, the reported margins would be:

\`margin\`: 45 (3 \* 15) \`margin_delivered\`: 30 (2 \* 15)

Additionally, you can check the margin and the margin percent in the
sales order line.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/margin-analysis/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/margin-analysis/issues/new?body=module:%20sale_margin_delivered%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Sergio Teruel
- David Vidal
- Carlos Roca
- Pilar Vargas

- Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`__

- Bhavesh Heliconia

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
:target: https://github.com/sergio-teruel
:alt: sergio-teruel
.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
:target: https://github.com/Shide
:alt: Shide

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel| |maintainer-Shide|

This module is part of the `OCA/margin-analysis <https://github.com/OCA/margin-analysis/tree/17.0/sale_margin_delivered>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions sale_margin_delivered/__init__.py
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from . import models
from . import reports
15 changes: 15 additions & 0 deletions sale_margin_delivered/__manifest__.py
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# Copyright 2018 Tecnativa - Sergio Teruel
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Sale Margin Delivered",
"version": "17.0.1.0.0",
"author": "Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/margin-analysis",
"category": "Sales",
"license": "AGPL-3",
"depends": ["sale_stock", "sale_margin"],
"data": ["views/sale_margin_delivered_view.xml"],
"installable": True,
"development_status": "Production/Stable",
"maintainers": ["sergio-teruel", "Shide"],
}
129 changes: 129 additions & 0 deletions sale_margin_delivered/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_margin_delivered
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-06-19 07:32+0000\n"
"PO-Revision-Date: 2024-06-19 09:33+0200\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: nplurals=2; plural=(n != 1);\n"
"X-Generator: Poedit 3.4.4\n"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
msgid ""
"Average Unit Cost of delivered products.\n"
"\n"
"Formula: Value Delivered / Quantity Delivered\n"
"\n"
"When using the FIFO method, the value of this field may not match the actual "
"cost of the product delivered.\n"
"There may also be differences with the costing of the Sales from Deliveries "
"report, because when the sales order is created, it is not known exactly "
"which units will actually be delivered to calculate their cost.\n"
"This is because when the sales order is created, it is not known which units "
"will actually be delivered to calculate their actual cost. You do not have "
"this information until you validate the corresponding delivery note."
msgstr ""
"Promedio del Coste Unitario de los productos entregados.\n"
"\n"
"Fórmula: Valor entregado / Cantidad Entregada\n"
"\n"
"Cuando se usa el método FIFO el valor de este campo puede no coincidir con "
"el coste real del producto entregado.\n"
"Puede haber también diferencias con el cálculo del coste del informe "
"\"Ventas desde albaranes\".\n"
"El motivo es que al hacer el pedido de venta no se sabe todavía qué unidades "
"serán las realmente entregadas para calcular su coste real. No se tendrá "
"este dato hasta validar el albarán de entrega correspondiente."

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Cost Price dlvd."
msgstr "Coste entr."

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_report__margin_delivered
msgid "Margin Delivered"
msgstr "Margen entr."

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
msgid "Margin Delivered Percent"
msgstr "Margen entr. (%)"

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Margin dlvd."
msgstr "Margen entr."

#. module: sale_margin_delivered
#: model_terms:ir.ui.view,arch_db:sale_margin_delivered.view_order_form
msgid "Margin dlvd. (%)"
msgstr "Margen entr. (%)"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__margin_delivered_percent
msgid ""
"Margin percent between the Unit Price with discounts and Delivered Unit "
"Cost.\n"
"\n"
"Formula: ((Unit Price with Discounts - Average Unit Cost of delivered "
"products) / Unit Price with Discounts)"
msgstr ""

#. module: sale_margin_delivered
#: model:ir.model.fields,field_description:sale_margin_delivered.field_sale_order_line__purchase_price_delivery
msgid "Purchase Price Delivery"
msgstr "Coste entr."

#. module: sale_margin_delivered
#: model:ir.model,name:sale_margin_delivered.model_sale_report
msgid "Sales Analysis Report"
msgstr "Informe de análisis de ventas"

#. module: sale_margin_delivered
#: model:ir.model,name:sale_margin_delivered.model_sale_order_line
msgid "Sales Order Line"
msgstr "Línea de pedido de venta"

#. module: sale_margin_delivered
#: model:ir.model.fields,help:sale_margin_delivered.field_sale_order_line__margin_delivered
msgid ""
"Total Margin of all delivered products.\n"
"\n"
"Formula: Delivered Quantities * (Unit Price with Discounts - Average Unit "
"Cost of Delivered Products)\n"
"\n"
"Value may differ from Cost Price because Stock Valuation Layers are used "
"instead of Cost on line."
msgstr ""
"Margen Total de todos los productos entregados.\n"
"\n"
"Fórmula: Cantidades Entregadas * (Precio Unitario con Descuentos - Promedio "
"del Coste Unitario de los productos entregados)\n"
"\n"
"El valor del Coste puede cambiar porque se utiliza la Valoración de Stock en "
"vez del Coste de la línea."

#~ msgid ""
#~ "Margin percent between the Unit Price with discounts and Delivered Unit "
#~ "Cost.\n"
#~ "\n"
#~ "Formula: ((Unit Price with Discounts - Average Unit Cost of delivered "
#~ "products) / Unit Price with Discounts) * 100.0"
#~ msgstr ""
#~ "Margen porcentual entre el Precio Unitario con Descuentos y el Coste "
#~ "Unitario entregado.\n"
#~ "\n"
#~ "Fórmula: ((Precio Unitario con descuentos - Promedio del coste unitario "
#~ "de los productos entregados) / Precio Unitario con descuentos) * 100.0"
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