Merge branch 'imp/15.0/H11044_hr_commission__margin_threshold_no_commission_product' into 15.0

hr_commission/__manifest__.py

@@ -19,6 +19,7 @@
         'views/commission_views.xml',
         'views/hr_views.xml',
         'views/partner_views.xml',
+        'views/product_views.xml',
         'views/res_config_settings_views.xml',
     ],
     'installable': True,

hr_commission/models/__init__.py

@@ -4,5 +4,6 @@ from . import account
 from . import commission
 from . import hr
 from . import partner
+from . import product_template
 from . import res_company
 from . import res_config_settings

hr_commission/models/account.py

@@ -37,15 +37,32 @@ class AccountMove(models.Model):
         return res
 
     def amount_for_commission(self, commission=None):
-        if hasattr(self, 'margin') and self.company_id.commission_amount_type == 'on_invoice_margin':
+        # Override to exclude ineligible products
+        amount = 0.0
+        invoice_lines = self.invoice_line_ids.filtered(lambda l: not l.product_id.is_commission_exempt)
         sign = -1 if self.move_type in ['in_refund', 'out_refund'] else 1
-            return self.margin * sign
+        if hasattr(self, 'margin') and self.company_id.commission_amount_type == 'on_invoice_margin':
+            margin_threshold = float(self.env['ir.config_parameter'].sudo().get_param('commission.margin.threshold', 0.0))
+            if margin_threshold:
+                invoice_lines = invoice_lines.filtered(lambda l: l.get_margin_percent() > margin_threshold)
+            amount = sum(invoice_lines.mapped('margin'))
         elif self.company_id.commission_amount_type == 'on_invoice_untaxed':
-            return self.amount_untaxed_signed
-        return self.amount_total_signed
+            amount = sum(invoice_lines.mapped('price_subtotal'))
+        else:
+            amount = sum(invoice_lines.mapped('price_total'))
+        return amount * sign
 
     def action_cancel(self):
         res = super(AccountMove, self).action_cancel()
         for move in self:
             move.sudo().commission_ids.unlink()
         return res
+
+
+class AccountMoveLine(models.Model):
+    _inherit = 'account.move.line'
+
+    def get_margin_percent(self):
+        if not self.price_subtotal:
+            return 0.0
+        return ((self.margin or 0.0) / self.price_subtotal) * 100.0

hr_commission/models/product_template.py

@@ -0,0 +1,7 @@
+from odoo import fields, models
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    is_commission_exempt = fields.Boolean('Exclude from Commissions')

hr_commission/models/res_config_settings.py

@@ -1,6 +1,6 @@
 # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
 
-from odoo import fields, models
+from odoo import api, fields, models
 
 
 class ResConfigSettings(models.TransientModel):
@@ -10,3 +10,15 @@ class ResConfigSettings(models.TransientModel):
     commission_liability_id = fields.Many2one(related='company_id.commission_liability_id', readonly=False)
     commission_type = fields.Selection(related='company_id.commission_type', readonly=False)
     commission_amount_type = fields.Selection(related='company_id.commission_amount_type', readonly=False)
+    commission_margin_threshold = fields.Float()
+
+    @api.model
+    def get_values(self):
+        res = super(ResConfigSettings, self).get_values()
+        margin_threshold = float(self.env['ir.config_parameter'].sudo().get_param('commission.margin.threshold', default=0.0))
+        res.update(commission_margin_threshold=margin_threshold)
+        return res
+
+    def set_values(self):
+        super(ResConfigSettings, self).set_values()
+        self.env['ir.config_parameter'].sudo().set_param('commission.margin.threshold', self.commission_margin_threshold)

hr_commission/tests/__init__.py

@@ -1,3 +1,4 @@
 # Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
 
 from . import test_commission
+from . import test_is_commission_exempt

hr_commission/tests/test_is_commission_exempt.py

@@ -0,0 +1,156 @@
+from odoo.tests import common
+import logging
+
+
+_logger = logging.getLogger(__name__)
+
+
+class TestIsCommissionExempt(common.TransactionCase):
+    def setUp(self):
+        super().setUp()
+
+        # find and configure company commissions journal
+        expense_user_type = self.env['account.account.type'].search([('name', '=', 'Expenses')], limit=1)
+        self.assertTrue(expense_user_type)
+        expense_account = self.env['account.account'].search([('user_type_id', '=', expense_user_type.id),
+                                                              ('company_id', '=', self.env.user.company_id.id)], limit=1)
+        self.assertTrue(expense_account)
+        commission_journal = self.env['account.journal'].search([
+            ('type', '=', 'general'),
+            ('company_id', '=', expense_account.company_id.id),
+        ], limit=1)
+        self.assertTrue(commission_journal)
+        commission_journal.default_account_id = expense_account
+        commission_journal.default_account_id = expense_account
+        self.env.user.company_id.commission_journal_id = commission_journal
+        self.env.user.company_id.commission_type = 'on_invoice'
+
+        self.sales_user = self.browse_ref('base.user_demo')
+        self.customer_partner = self.browse_ref('base.res_partner_12')
+
+        self.sales_employee = self.sales_user.employee_id
+        self.sales_employee.write({
+            'address_home_id': self.sales_user.partner_id,
+            'contract_ids': [(0, 0, {
+                'date_start': '2016-01-01',
+                'date_end': '2030-12-31',
+                'name': 'Contract for tests',
+                'wage': 1000.0,
+                # 'type_id': self.ref('hr_contract.hr_contract_type_emp'),
+                'employee_id': self.sales_employee.id,
+                'resource_calendar_id': self.ref('resource.resource_calendar_std'),
+                'commission_rate': 10.0,
+                'state': 'open',  # if not "Running" then no automatic selection when Payslip is created in 11.0
+            })],
+        })
+
+        self.product = self.env['product.product'].create({
+            'name': 'Test Product',
+            'invoice_policy': 'order',
+            'taxes_id': [],
+        })
+        self.product_is_commission_exempt = self.env['product.product'].create({
+            'name': 'Test Product No Commission',
+            'invoice_policy': 'order',
+            'is_commission_exempt': True,
+            'taxes_id': [],
+        })
+
+    def _createSaleOrder(self):
+        order = self.env['sale.order'].create({
+            'partner_id': self.customer_partner.id,
+            'user_id': self.sales_user.id,
+            'order_line': [(0, 0, {
+                'name': 'test product',
+                'product_id': self.product.id,
+                'product_uom_qty': 1.0,
+                'product_uom': self.product.uom_id.id,
+                'price_unit': 100.0,
+                'tax_id': False,
+            }), (0, 0, {
+                'name': 'test product no commission',
+                'product_id': self.product_is_commission_exempt.id,
+                'product_uom_qty': 1.0,
+                'product_uom': self.product_is_commission_exempt.uom_id.id,
+                'price_unit': 20.0,
+                'tax_id': False,
+            })]
+        })
+        self.assertEqual(order.amount_total, 120.0)
+        return order
+
+    def test_00_is_commission_exempt_total(self):
+        # TODO: test refunds
+
+        # New attribute
+        self.assertFalse(self.product.is_commission_exempt)
+        self.assertTrue(self.product_is_commission_exempt.is_commission_exempt)
+
+        # Calculate commission based on invoice total
+        self.env.user.company_id.commission_amount_type = 'on_invoice_total'
+
+        sale = self._createSaleOrder()
+        sale.action_confirm()
+        self.assertIn(sale.state, ('sale', 'done'), 'Could not confirm, maybe archive exception rules.')
+        inv = sale._create_invoices()
+        self.assertFalse(inv.commission_ids, 'Commissions exist when invoice is created.')
+        inv.action_post()
+        self.assertTrue(inv.commission_ids, 'Commissions not created when invoice is validated.')
+        self.assertEqual(inv.amount_total, 120.0)
+
+        user_commission = inv.commission_ids.filtered(lambda c: c.employee_id.id == self.sales_employee.id)
+        self.assertEqual(len(user_commission), 1)
+
+        # rate = 10.0, total = 120.0, commission total = 100.0
+        # commmission should be 10.0
+        self.assertEqual(user_commission.amount, 10.0)
+
+    def test_10_is_commission_exempt_margin(self):
+        self.env['ir.config_parameter'].set_param('commission.margin.threshold', '51.0')
+        low_margin_product = self.env['product.product'].create({
+            'name': 'Test Low Margin Product',
+            'standard_price': 100.0,
+            'invoice_policy': 'order',
+        })
+        self.env.user.company_id.commission_amount_type = 'on_invoice_margin'
+        self.product.standard_price = 50.0 # margin is 100%, margin = $50.0
+        self.product_is_commission_exempt.standard_price = 10.0 # margin is 100%
+
+        sale = self._createSaleOrder()
+        sale.write({
+            'order_line': [(0, 0, {
+                'name': 'test low margin product',
+                'product_id': low_margin_product.id,
+                'product_uom_qty': 1.0,
+                'product_uom': low_margin_product.uom_id.id,
+                'price_unit': 101.0, # margin is 1.0 %
+                'tax_id': False,
+            })],
+        })
+
+        # Total margin is now $61.0, but eligible margin should still be $50.0
+        sale.action_confirm()
+        self.assertIn(sale.state, ('sale', 'done'), 'Could not confirm, maybe archive exception rules.')
+        inv = sale._create_invoices()
+        self.assertEqual(inv.invoice_line_ids.mapped(lambda l: l.get_margin_percent()), [100.0, 100.0, 1.0])
+        self.assertFalse(inv.commission_ids, 'Commissions exist when invoice is created.')
+        inv.action_post()
+        self.assertTrue(inv.commission_ids, 'Commissions not created when invoice is validated.')
+
+        user_commission = inv.commission_ids.filtered(lambda c: c.employee_id.id == self.sales_employee.id)
+        self.assertEqual(len(user_commission), 1)
+
+        # rate = 10.0, total margin = 60.0, commission margin = 50.0
+        # commission should be 5.0
+        self.assertEqual(user_commission.amount, 5.0)
+
+    def test_20_test_zero_price(self):
+        self.env.user.company_id.commission_amount_type = 'on_invoice_margin'
+        self.product.standard_price = 0.0  # margin_percent is NaN
+        self.product_is_commission_exempt.standard_price = 10.0  # margin is 100%
+
+        sale = self._createSaleOrder()
+        sale.action_confirm()
+        self.assertIn(sale.state, ('sale', 'done'), 'Could not confirm, maybe archive exception rules.')
+        inv = sale._create_invoices()
+        self.assertEqual(inv.invoice_line_ids.mapped(lambda l: l.get_margin_percent()), [-1.0, 100.0])

hr_commission/views/product_views.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="product_template_form_view" model="ir.ui.view">
+        <field name="name">product.template.common.form.inherit</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_form_view"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='options']" position="inside">
+                <span class="d-inline-block">
+                    <field name="is_commission_exempt" readonly="1"/>
+                    <label for="is_commission_exempt"/>
+                </span>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="product_template_form_view_manager" model="ir.ui.view">
+        <field name="name">product.template.common.form.inherit.manager</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_form_view"/>
+        <field name="groups_id" eval="[(4, ref('account.group_account_user'))]"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='is_commission_exempt']" position="attributes">
+                <attribute name="readonly">0</attribute>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

hr_commission/views/res_config_settings_views.xml

@@ -35,6 +35,10 @@
                                     <label string="Commission Base" for="commission_amount_type" class="col-md-3 o_light_label"/>
                                     <field name="commission_amount_type"/>
                                 </div>
+                                <div class="row">
+                                    <label string="Commission Margin Threshold" for="commission_margin_threshold" class="col-md-3 o_light_label"/>
+                                    <field name="commission_margin_threshold"/>
+                                </div>
                             </div>
                         </div>
                     </div>