Allow calculate margin percentatge from unit or cost price
From changeset-195a62e4f229
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10
__init__.py
10
__init__.py
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@ -1,12 +1,14 @@
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#This file is part margin module for Tryton.
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#The COPYRIGHT file at the top level of this repository contains
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#The COPYRIGHT file at the top level of this repository contains
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#the full copyright notices and license terms.
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from trytond.pool import Pool
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from .sale import *
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from . import configuration
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from . import sale
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def register():
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Pool.register(
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Sale,
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SaleLine,
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configuration.Configuration,
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sale.Sale,
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sale.SaleLine,
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module='sale_margin', type_='model')
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@ -0,0 +1,48 @@
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# This file is part sale_margin module for Tryton.
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# The COPYRIGHT file at the top level of this repository contains
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# the full copyright notices and license terms.
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from trytond.model import fields
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from trytond.pyson import Eval, Bool
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from trytond.pool import Pool, PoolMeta
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__all__ = ['Configuration']
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class Configuration:
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__metaclass__ = PoolMeta
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__name__ = 'sale.configuration'
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sale_margin_method = fields.Property(fields.Selection([
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('unit_price', 'Unit Price'),
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('cost_price', 'Cost Price'),
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], 'Sale Margin Method', states={
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'required': Bool(Eval('context', {}).get('company')),
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}))
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@classmethod
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def __setup__(cls):
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super(Configuration, cls).__setup__()
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cls._error_messages.update({
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'change_sale_margin_method': ('You cannot change the sale '
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'margin method because has sales.'),
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})
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cls._modify_no_sale = [
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('sale_margin_method', 'change_sale_margin_method'),
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]
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@classmethod
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def write(cls, *args):
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actions = iter(args)
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for _, values in zip(actions, actions):
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for field, error in cls._modify_no_sale:
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if field in values:
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cls.check_no_sale(error)
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break
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super(Configuration, cls).write(*args)
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@classmethod
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def check_no_sale(cls, error):
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Sale = Pool().get('sale.sale')
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sales = Sale.search([], limit=1, order=[])
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if sales:
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cls.raise_user_error(error)
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@ -0,0 +1,19 @@
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<?xml version="1.0"?>
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<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
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this repository contains the full copyright notices and license terms. -->
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<tryton>
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<data>
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<record model="ir.ui.view" id="sale_configuration_view_form">
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<field name="model">sale.configuration</field>
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<field name="inherit" ref="sale.sale_configuration_view_form"/>
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<field name="name">configuration_form</field>
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</record>
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</data>
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<data noupdate="1">
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<record model="ir.property" id="property_sale_margin_method">
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<field name="field"
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search="[('model.model', '=', 'sale.configuration'), ('name', '=', 'sale_margin_method')]" />
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<field name="value">,cost_price</field>
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</record>
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</data>
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</tryton>
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@ -1,7 +1,15 @@
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#
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#
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msgid ""
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msgstr "Content-Type: text/plain; charset=utf-8\n"
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msgctxt "error:sale.configuration:"
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msgid "You cannot change the sale margin method because has sales."
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msgstr "No podeu canviar el mètode marge venta perquè ja existeixen ventes."
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msgctxt "field:sale.configuration,sale_margin_method:"
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msgid "Sale Margin Method"
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msgstr "Mètode marge venda"
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msgctxt "field:sale.line,cost_price:"
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msgid "Cost Price"
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msgstr "Preu cost"
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@ -38,6 +46,14 @@ msgstr ""
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"Dóna la rendibilitat mitjançant el càlcul de la diferència entre el preu "
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"unitari i preu de cost."
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msgctxt "selection:sale.configuration,sale_margin_method:"
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msgid "Cost Price"
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msgstr "Preu de cost"
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msgctxt "selection:sale.configuration,sale_margin_method:"
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msgid "Unit Price"
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msgstr "Preu unitat"
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msgctxt "view:sale.line:"
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msgid "%"
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msgstr "%"
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@ -1,7 +1,15 @@
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#
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#
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msgid ""
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msgstr "Content-Type: text/plain; charset=utf-8\n"
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msgctxt "error:sale.configuration:"
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msgid "You cannot change the sale margin method because has sales."
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msgstr "No puede cambiar el método de margen de venta porque ya existen ventas."
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msgctxt "field:sale.configuration,sale_margin_method:"
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msgid "Sale Margin Method"
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msgstr "Método margen venta"
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msgctxt "field:sale.line,cost_price:"
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msgid "Cost Price"
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msgstr "Precio coste"
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@ -38,6 +46,14 @@ msgstr ""
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"Proporciona la rentabilidad calculando la diferencia entre el precio unidad "
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"y el precio de coste."
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msgctxt "selection:sale.configuration,sale_margin_method:"
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msgid "Cost Price"
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msgstr "Precio de coste"
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msgctxt "selection:sale.configuration,sale_margin_method:"
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msgid "Unit Price"
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msgstr "Precio unitario"
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msgctxt "view:sale.line:"
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msgid "%"
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msgstr "%"
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60
sale.py
60
sale.py
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@ -31,6 +31,15 @@ class Sale:
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margin_percent_cache = fields.Numeric('Margin (%) Cache',
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digits=(16, 4), readonly=True)
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@classmethod
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def copy(cls, sales, default=None):
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if default is None:
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default = {}
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default = default.copy()
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default['margin_cache'] = None
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default['margin_percent_cache'] = None
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return super(Sale, cls).copy(sales, default=default)
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def get_margin(self, name):
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'''
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Return the margin of each sales
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@ -44,15 +53,21 @@ class Sale:
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return Currency.round(self.currency, margin)
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def get_margin_percent(self, name):
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Configuration = Pool().get('sale.configuration')
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config = Configuration(1)
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sale_margin_method = config.sale_margin_method
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if (self.state in self._states_cached
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and self.margin_percent_cache is not None):
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return self.margin_percent_cache
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cost = sum(
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Decimal(str(fabs(l.quantity))) * (l.cost_price or Decimal(0))
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price = sum(
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Decimal(str(fabs(l.quantity))) * (
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getattr(l, sale_margin_method) or Decimal(0))
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for l in self.lines if l.type == 'line')
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if cost:
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return (self.margin / cost).quantize(Decimal('0.0001'))
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if price:
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return (self.margin / price).quantize(Decimal('0.0001'))
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else:
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return Decimal('1.0')
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@ -135,9 +150,14 @@ class SaleLine:
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else:
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return Decimal(0)
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@fields.depends('type', 'quantity', 'cost_price', '_parent_sale.currency',
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'_parent_sale.lines', methods=['margin'])
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@fields.depends('type', 'quantity', 'cost_price', 'unit_price',
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'_parent_sale.currency', '_parent_sale.lines', methods=['margin'])
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def on_change_with_margin_percent(self, name=None):
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Configuration = Pool().get('sale.configuration')
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config = Configuration(1)
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sale_margin_method = config.sale_margin_method
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if self.type not in ('line', 'subtotal'):
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return
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self.margin = self.on_change_with_margin()
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if self.type == 'line':
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if not self.quantity:
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return
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if not self.cost_price:
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if sale_margin_method == 'cost_price' and not self.cost_price:
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return Decimal('1.0')
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cost = self.get_cost_price()
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return (self.margin / cost).quantize(Decimal('0.0001'))
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if sale_margin_method == 'unit_price' and not self.unit_price:
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return Decimal('1.0')
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if sale_margin_method == 'unit_price':
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price = self.get_unit_price()
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else:
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price = self.get_cost_price()
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return (self.margin / price).quantize(Decimal('0.0001'))
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else:
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cost = Decimal(0)
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price = Decimal(0)
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for line2 in self.sale.lines:
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if self == line2:
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if not cost:
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if not price:
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return Decimal('1.0')
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else:
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return (self.margin / cost).quantize(Decimal('0.0001'))
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return (self.margin / price).quantize(Decimal('0.0001'))
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if line2.type == 'line':
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cost += line2.get_cost_price()
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if sale_margin_method == 'unit_price':
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price += line2.get_unit_price()
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else:
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price += line2.get_cost_price()
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elif line2.type == 'subtotal':
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cost = Decimal(0)
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price = Decimal(0)
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def get_cost_price(self):
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return Decimal(str(fabs(self.quantity))) * (self.cost_price or
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Decimal(0))
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def get_unit_price(self):
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return Decimal(str(fabs(self.quantity))) * (self.unit_price or
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Decimal(0))
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@ -200,6 +200,10 @@ Sale with 1 product::
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Decimal('10.00')
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>>> sale.margin_percent
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Decimal('1.0000')
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>>> sale_line.margin
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Decimal('10.00')
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>>> sale_line.margin_percent
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Decimal('1.0000')
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Add second product and a subtotal::
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@ -251,3 +255,38 @@ Confirm sale and check cache is done::
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True
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>>> sale.margin_percent and sale.margin_percent == sale.margin_percent_cache
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True
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Change sale configuration::
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>>> Configuration = Model.get('sale.configuration')
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>>> configuration = Configuration(1)
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>>> configuration.sale_margin_method = 'unit_price'
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>>> configuration.save()
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Sale margin with and percentatge with unit price method::
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>>> sale2 = Sale()
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>>> sale2.party = customer
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>>> sale2.payment_term = payment_term
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>>> sale2_line = SaleLine()
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>>> sale2.lines.append(sale2_line)
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>>> sale2_line.product = product
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>>> sale2_line.quantity = 2
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>>> sale2.save()
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>>> sale2.margin
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Decimal('10.00')
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>>> sale2.margin_percent
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Decimal('0.5000')
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>>> sale2_line.margin
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Decimal('10.00')
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>>> sale2_line.margin_percent
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Decimal('0.5000')
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Confirm sale2 and check cache is done::
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>>> Sale.quote([sale2.id], config.context)
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>>> Sale.confirm([sale2.id], config.context)
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>>> sale2.margin and sale2.margin == sale2.margin_cache
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True
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>>> sale2.margin_percent and sale2.margin_percent == sale2.margin_percent_cache
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True
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@ -7,4 +7,5 @@ depends:
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depends_extra:
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sale_discount
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xml:
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configuration.xml
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sale.xml
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<?xml version="1.0"?>
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<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
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this repository contains the full copyright notices and license terms. -->
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<data>
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<xpath expr="/form/field[@name='sale_shipment_method']" position="after">
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<label name="sale_margin_method" />
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<field name="sale_margin_method" />
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</xpath>
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</data>
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