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108 changes: 108 additions & 0 deletions product_margin_report_sale_margin/README.rst
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==========================
Product report sale margin
==========================

..
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!! This file is generated by oca-gen-addon-readme !!
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.. |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%2Fmargin--analysis-lightgray.png?logo=github
:target: https://github.com/OCA/margin-analysis/tree/17.0/product_margin_report_sale_margin
: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-product_margin_report_sale_margin
: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|

This module adds 2 new fields for calculating the Sales margin.

**Table of contents**

.. contents::
:local:

Usage
=====

Sales margin fields
-------------------

1. Go to *Invoicing* > *Reporting* -> Product Margins

2. Select the values you want to filter by.

3. Click on the *Open margins* button.

4. When the new view is displayed, the two new fields are visible;
similarly, if you select an element, they will be visible in the form
view.

|FIELDS_VIEW_TREE|

|FIELDS_VIEW_FORM|

Field calculations
------------------

- Sales margin = Turnover - (# Invoiced in Sale \* Avg. Unit Price
[Purchases])
- Sales margin rate = (Sales margin - \* 100) / Turnover

.. |FIELDS_VIEW_TREE| image:: https://raw.githubusercontent.com/OCA/margin-analysis/17.0/product_margin_report_sale_margin/static/img/readme/FIELDS_VIEW_TREE.png
.. |FIELDS_VIEW_FORM| image:: https://raw.githubusercontent.com/OCA/margin-analysis/17.0/product_margin_report_sale_margin/static/img/readme/FIELDS_VIEW_FORM.png

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:%20product_margin_report_sale_margin%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
-------

* Binhex

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

- [Binhex Cloud] (https://www.binhex.cloud):

- Edilio Escalona Almira e.escalona@binhex.cloud

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/margin-analysis <https://github.com/OCA/margin-analysis/tree/17.0/product_margin_report_sale_margin>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions product_margin_report_sale_margin/__init__.py
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# Copyright 2025 Binhex <https://www.binhex.cloud>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
15 changes: 15 additions & 0 deletions product_margin_report_sale_margin/__manifest__.py
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# Copyright 2025 Binhex <https://www.binhex.cloud>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Product report sale margin",
"summary": """Add new fields for sales margin in the Product Margins report.""",
"version": "17.0.1.0.0",
"license": "AGPL-3",
"author": "Binhex,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/margin-analysis",
"depends": [
"product_margin",
],
"data": ["views/product_product_views.xml"],
}
5 changes: 5 additions & 0 deletions product_margin_report_sale_margin/models/__init__.py
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# Copyright 2025 Binhex <https://www.binhex.cloud>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).


from . import product_product
25 changes: 25 additions & 0 deletions product_margin_report_sale_margin/models/product_product.py
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# Copyright 2025 Binhex <https://www.binhex.cloud>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class ProductProduct(models.Model):
_inherit = "product.product"

sales_margin = fields.Float(compute="_compute_product_margin_fields_values")
sales_margin_rate = fields.Float(compute="_compute_product_margin_fields_values")

def _compute_product_margin_fields_values(self):
res = super()._compute_product_margin_fields_values()
for product in self:
product_values = res[product.id]
product_values["sales_margin"] = product_values["turnover"] - (
product_values["sale_num_invoiced"]
* product_values["purchase_avg_price"]
)
product_values["sales_margin_rate"] = (
product_values["sales_margin"] * 100
) / (product_values["turnover"] or 1)
product.update(res[product.id])
return res
3 changes: 3 additions & 0 deletions product_margin_report_sale_margin/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
2 changes: 2 additions & 0 deletions product_margin_report_sale_margin/readme/CONTRIBUTORS.md
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- [Binhex Cloud] (https://www.binhex.cloud):
- Edilio Escalona Almira <e.escalona@binhex.cloud>
1 change: 1 addition & 0 deletions product_margin_report_sale_margin/readme/DESCRIPTION.md
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This module adds 2 new fields for calculating the Sales margin.
19 changes: 19 additions & 0 deletions product_margin_report_sale_margin/readme/USAGE.md
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Sales margin fields
------------------

1. Go to *Invoicing* > *Reporting* -> Product Margins
2. Select the values you want to filter by.
3. Click on the *Open margins* button.
4. When the new view is displayed, the two new fields are visible; similarly,
if you select an element, they will be visible in the form view.

![FIELDS_VIEW_TREE](../static/img/readme/FIELDS_VIEW_TREE.png)

![FIELDS_VIEW_FORM](../static/img/readme/FIELDS_VIEW_FORM.png)


Field calculations
------------------
* Sales margin = Turnover - (# Invoiced in Sale * Avg. Unit Price [Purchases])
* Sales margin rate = (Sales margin - * 100) / Turnover

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