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================ | ||
Sale End Partner | ||
================ | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:e2189bcddcbb1aff8a5a5140465abaa48d95c4e22582f54ecaa5c7375f9cfed5 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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/16.0/sale_end_partner | ||
: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-16-0/sale-workflow-16-0-sale_end_partner | ||
: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/sale-workflow&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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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. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Use Cases / Context | ||
=================== | ||
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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. | ||
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Bug Tracker | ||
=========== | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Quartile | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_end_partner>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import reports |
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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, | ||
} |
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from . import account_move | ||
from . import sale_order |
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# Copyright 2025 Quartile (https://www.quartile.co) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class AccountMove(models.Model): | ||
_inherit = "account.move" | ||
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end_partner_id = fields.Many2one( | ||
"res.partner", | ||
string="End Customer", | ||
readonly=True, | ||
tracking=True, | ||
states={"draft": [("readonly", False)]}, | ||
ondelete="restrict", | ||
check_company=True, | ||
) |
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# Copyright 2025 Quartile (https://www.quartile.co) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class SaleOrder(models.Model): | ||
_inherit = "sale.order" | ||
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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))]", | ||
) | ||
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def _prepare_invoice(self): | ||
invoice_vals = super()._prepare_invoice() | ||
invoice_vals["end_partner_id"] = self.end_partner_id.id | ||
return invoice_vals |
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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. |
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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. |
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from . import account_invoice_report | ||
from . import sale_report |
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# Copyright 2025 Quartile (https://www.quartile.co) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class AccountInvoiceReport(models.Model): | ||
_inherit = "account.invoice.report" | ||
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end_partner_id = fields.Many2one("res.partner", string="End Customer") | ||
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def _select(self): | ||
select_str = super()._select() | ||
select_str += """ | ||
, move.end_partner_id as end_partner_id | ||
""" | ||
return select_str |
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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> |
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# Copyright 2025 Quartile (https://www.quartile.co) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class SaleReport(models.Model): | ||
_inherit = "sale.report" | ||
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end_partner_id = fields.Many2one("res.partner", string="End Customer") | ||
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def _select_additional_fields(self): | ||
res = super()._select_additional_fields() | ||
res["end_partner_id"] = "s.end_partner_id" | ||
return res | ||
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def _group_by_sale(self): | ||
res = super()._group_by_sale() | ||
res += """, | ||
s.end_partner_id""" | ||
return res |
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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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