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[ADD] sale_end_partner
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AungKoKoLin1997 committed Feb 7, 2025
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78 changes: 78 additions & 0 deletions sale_end_partner/README.rst
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================
Sale End Partner
================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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: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/16.0/sale_end_partner
:alt: OCA/sale-workflow
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This module introduces the end_partner_id field in both sales and invoices, ensuring its propagation from sales orders to invoices.
Additionally, this field enables grouping in sales and invoice analysis.

**Table of contents**

.. contents::
:local:

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

In a wholesale company, products are distributed to agents, who then sell them to end customers.
The company also wants to analyze sales based on the end customer, not just the agent.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_end_partner%0Aversion:%2016.0%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
~~~~~~~

* Quartile

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 <https://github.com/OCA/sale-workflow/tree/16.0/sale_end_partner>`_ 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_end_partner/__init__.py
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from . import models
from . import reports
18 changes: 18 additions & 0 deletions sale_end_partner/__manifest__.py
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# Copyright 2025 Quartile (https://www.quartile.co)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Sale End Partner",
"version": "16.0.1.0.0",
"category": "Sale",
"author": "Quartile, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/sale-workflow",
"depends": ["sale"],
"license": "AGPL-3",
"data": [
"reports/account_invoice_report_views.xml",
"reports/sale_report_views.xml",
"views/account_move_views.xml",
"views/sale_order_views.xml",
],
"installable": True,
}
2 changes: 2 additions & 0 deletions sale_end_partner/models/__init__.py
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from . import account_move
from . import sale_order
18 changes: 18 additions & 0 deletions sale_end_partner/models/account_move.py
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# Copyright 2025 Quartile (https://www.quartile.co)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class AccountMove(models.Model):
_inherit = "account.move"

end_partner_id = fields.Many2one(
"res.partner",
string="End Customer",
readonly=True,
tracking=True,
states={"draft": [("readonly", False)]},
ondelete="restrict",
check_company=True,
)
21 changes: 21 additions & 0 deletions sale_end_partner/models/sale_order.py
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# Copyright 2025 Quartile (https://www.quartile.co)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class SaleOrder(models.Model):
_inherit = "sale.order"

end_partner_id = fields.Many2one(
"res.partner",
string="End Customer",
tracking=True,
states={state: [("readonly", True)] for state in {"sale", "done", "cancel"}},
domain="[('type', '!=', 'private'), ('company_id', 'in', (False, company_id))]",
)

def _prepare_invoice(self):
invoice_vals = super()._prepare_invoice()
invoice_vals["end_partner_id"] = self.end_partner_id.id
return invoice_vals
2 changes: 2 additions & 0 deletions sale_end_partner/readme/CONTEXT.rst
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In a wholesale company, products are distributed to agents, who then sell them to end customers.
The company also wants to analyze sales based on the end customer, not just the agent.
2 changes: 2 additions & 0 deletions sale_end_partner/readme/DESCRIPTION.rst
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This module introduces the end_partner_id field in both sales and invoices, ensuring its propagation from sales orders to invoices.
Additionally, this field enables grouping in sales and invoice analysis.
2 changes: 2 additions & 0 deletions sale_end_partner/reports/__init__.py
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from . import account_invoice_report
from . import sale_report
17 changes: 17 additions & 0 deletions sale_end_partner/reports/account_invoice_report.py
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# Copyright 2025 Quartile (https://www.quartile.co)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class AccountInvoiceReport(models.Model):
_inherit = "account.invoice.report"

end_partner_id = fields.Many2one("res.partner", string="End Customer")

def _select(self):
select_str = super()._select()
select_str += """
, move.end_partner_id as end_partner_id
"""
return select_str
16 changes: 16 additions & 0 deletions sale_end_partner/reports/account_invoice_report_views.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="view_account_invoice_report_search" model="ir.ui.view">
<field name="inherit_id" ref="account.view_account_invoice_report_search" />
<field name="model">account.invoice.report</field>
<field name="arch" type="xml">
<filter name="user" position="after">
<filter
string="End Customer"
name="end_partner_id"
context="{'group_by':'end_partner_id'}"
/>
</filter>
</field>
</record>
</odoo>
21 changes: 21 additions & 0 deletions sale_end_partner/reports/sale_report.py
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# Copyright 2025 Quartile (https://www.quartile.co)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class SaleReport(models.Model):
_inherit = "sale.report"

end_partner_id = fields.Many2one("res.partner", string="End Customer")

def _select_additional_fields(self):
res = super()._select_additional_fields()
res["end_partner_id"] = "s.end_partner_id"
return res

def _group_by_sale(self):
res = super()._group_by_sale()
res += """,
s.end_partner_id"""
return res
16 changes: 16 additions & 0 deletions sale_end_partner/reports/sale_report_views.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="view_order_product_search" model="ir.ui.view">
<field name="inherit_id" ref="sale.view_order_product_search" />
<field name="model">sale.report</field>
<field name="arch" type="xml">
<filter name="User" position="after">
<filter
string="End Customer"
name="end_partner_id"
context="{'group_by':'end_partner_id'}"
/>
</filter>
</field>
</record>
</odoo>
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