Ta#73501 [14.0][MIG] project_cost_report

.docker_files/main/__manifest__.py

@@ -20,6 +20,7 @@
         "project_analytic_group",
         "project_chatter",
         "project_closed",
+        "project_cost_report",
         "project_cost_smart_button",
         "project_default_task_stage",
         "project_enhanced",

Dockerfile

@@ -20,6 +20,7 @@ COPY project_advanced_checklist /mnt/extra-addons/project_advanced_checklist
 COPY project_analytic_group  /mnt/extra-addons/project_analytic_group
 COPY project_chatter  /mnt/extra-addons/project_chatter
 COPY project_closed  /mnt/extra-addons/project_closed
+COPY project_cost_report  /mnt/extra-addons/project_cost_report
 COPY project_cost_smart_button  /mnt/extra-addons/project_cost_smart_button
 COPY project_default_task_stage  /mnt/extra-addons/project_default_task_stage
 COPY project_enhanced  /mnt/extra-addons/project_enhanced

project_cost_report/README.rst

@@ -0,0 +1,196 @@
+Project Cost Report
+===================
+
+.. contents:: Table of Contents
+
+Summary
+-------
+This module adds a dynamic cost report to the `Project` application.
+
+.. image:: static/description/report_overview.png
+
+Usage
+-----
+To open the report, go to the form view of a project and click on the smart button `Cost Report`
+
+.. image:: static/description/project_smart_button.png
+
+Header
+------
+The header of the report contains the following elements:
+
+1. The print date
+2. The name of the partner related to the project
+3. The project name
+4. The project type (see module project_type from the same repository)
+
+.. image:: static/description/report_overview.png
+
+Cost Sections
+-------------
+The body of the report is divided into 2 tables.
+
+The first table contains the costs of the the project.
+The amounts are aggregations based on analytic lines.
+
+.. image:: static/description/report_costs.png
+
+These costs are seperated into the following sections:
+
+* Products
+* Time
+* Outsourcing
+
+Each section contains subdivisions that can be folded / unfolded to show / hide the details (analytic lines).
+
+.. image:: static/description/report_subdivision_unfold.png
+
+By clicking on the amount of a subdivision, the list of analytic lines related to this amount is displayed.
+
+.. image:: static/description/subdivision_amount_click.png
+
+.. image:: static/description/analytic_line_list.png
+
+By clicking on an analytic line, the form view of the analytic line is opened.
+
+.. image:: static/description/analytic_line_click.png
+
+.. image:: static/description/analytic_line_form.png
+
+Cost Subdivisions (Categories)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+The complete list of subdivision (categories) found in the report is available under ``Project / Configuration``.
+
+.. image:: static/description/cost_category_list.png
+
+Products
+~~~~~~~~
+This section contains analytic lines with stockable or consumable products.
+
+It is subdivided into cost categories.
+
+.. image:: static/description/report_section_products.png
+
+These cost categories are defined on product categories.
+
+.. image:: static/description/product_category_form.png
+
+..
+
+	The subdivision `Products` is a default category. It includes all products not bound to a specific cost category.
+
+Time
+~~~~
+This section contains analytic lines from timesheets.
+
+It is subdivided into cost categories.
+
+.. image:: static/description/report_section_time.png
+
+These categories are defined on task types (see module project_task_type from the same repository).
+
+.. image:: static/description/task_type_form.png
+
+..
+
+	The subdivision `Labour` is a default category. It contains all timesheet lines not bound to a specific category.
+
+Employee Column
+***************
+Since version 1.1.0 of the module, the ``Employee`` is shown in the ``Time`` section.
+
+.. image:: static/description/report_employee_column.png
+
+Outsourcing
+~~~~~~~~~~~
+This section contains analytic lines with products of type service that are not timesheets.
+
+It contains only one subdivision with the same name.
+
+.. image:: static/description/report_section_outsourcing.png
+
+Unreceived Invoices
+-------------------
+The report contains a special section named `WAITING FOR INVOICES`.
+
+This section contains a list of purchase orders related to the project
+for which the supplier invoice has not been received.
+
+.. image:: static/description/report_unreceived_invoices.png
+
+The amount displayed on each line is computed as follow:
+
+..
+
+    (Ordered Quantity - Invoiced Quantity) * Unit Price
+
+By clicking on the PO number, the form view of the PO is opened.
+
+.. image:: static/description/purchase_order_form.png
+
+Fold / Unfold
+-------------
+You may fold or unfold every sections of the report by clicking on the
+buttons in the control panel of the report.
+
+.. image:: static/description/unfold_button.png
+
+Target / Suggested / Profit
+---------------------------
+Since the version 1.3.0 of the module, 3 new columns are added to the report.
+
+.. image:: static/description/report_summary_columns.png
+
+These columns show respectively:
+
+* the target sale margin
+* the suggested sale price based on the target margin
+* the profit based on the suggested sale price
+
+Target Ratios
+~~~~~~~~~~~~~
+Under each sections (except TIME), the target is a margin ratio.
+
+.. image:: static/description/product_section_target.png
+
+This ratio is defined on the cost category.
+
+.. image:: static/description/product_category_sale_ratio.png
+
+Target Hourly Rate
+~~~~~~~~~~~~~~~~~~
+Under the TIME section, the target is an hourly rate.
+
+.. image:: static/description/time_section_target.png
+
+This hourly rate is defined on the cost category.
+
+.. image:: static/description/time_category_hourly_rate.png
+
+Since version 1.4.0 of the module, it is also possible to define a target in percentage
+(instead of an hourly rate) for time categories.
+
+.. image:: static/description/time_category_percentage_target.png
+
+.. image:: static/description/report_with_time_percentage_target.png
+
+Hide / Show Summary
+~~~~~~~~~~~~~~~~~~~
+The 3 columns Target / Suggested / Profit can be hidden by clicking on ``HIDE SUMMARY``
+
+.. image:: static/description/hide_summary_button.png
+
+They can be displayed again by clicking on ``SHOW SUMMARY``.
+
+.. image:: static/description/show_summary_button.png
+
+PDF Version
+-----------
+You may print or doaload a PDF version of the report by clicking on the `PRINT` button
+in the control panel of the report.
+
+.. image:: static/description/print_button.png
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

project_cost_report/__init__.py

@@ -0,0 +1,6 @@
+# Copyright 2019 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import report
+from . import controller
+from . import models

project_cost_report/__manifest__.py

@@ -0,0 +1,33 @@
+# Copyright 2019 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Project Cost Report",
+    "version": "16.0.0.1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "LGPL-3",
+    "category": "Project",
+    "summary": "Add a dynamic cost report to projects",
+    "depends": [
+        "analytic_line_revenue",
+        "project_task_analytic_lines",
+        "project_task_type",
+        "project_type",
+        "purchase",
+        "project_wip_supply_cost",
+    ],
+    "data": [
+        "data/project_cost_category.xml",
+        "report/report.xml",
+        "security/ir.model.access.csv",
+        "views/project_project_views.xml",
+        "views/assets.xml",
+        "views/project_cost_category_views.xml",
+        "views/product_category_views.xml",
+        "views/task_type_views.xml",
+    ],
+    "qweb": ["static/src/xml/templates.xml"],
+    "installable": True,
+}

project_cost_report/controller/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2019 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import print_report

project_cost_report/controller/print_report.py

@@ -0,0 +1,32 @@
+# Copyright 2019 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+import json
+from odoo import http
+from odoo.http import request
+
+
+class PrintProjectCostReport(http.Controller):
+    @http.route("/web/project_cost_report/<int:project_id>", type="http", auth="user")
+    def project_cost_report_pdf(self, project_id, report_context, token):
+        """Print the PDF version of the cost report.
+
+        :param int project_id: the ID of the project
+        :param dict report_context: the rendering context of the report
+        :param str token: the user token
+        :rtype: Response
+        """
+        report_context = json.loads(report_context)
+        output_pdf = request.env["project.cost.report"].get_pdf(report_context)
+        response = request.make_response(
+            output_pdf,
+            headers=[
+                ("Content-Type", "application/pdf"),
+                (
+                    "Content-Disposition",
+                    "attachment; filename=project_cost_report.pdf;",
+                ),
+            ],
+        )
+        response.set_cookie("fileToken", token)
+        return response

project_cost_report/data/project_cost_category.xml

@@ -0,0 +1,24 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo noupdate="1">
+
+    <record id="cost_category_product" model="project.cost.category">
+        <field name="name">Products</field>
+        <field name="section">products</field>
+    </record>
+
+    <record id="cost_category_labour" model="project.cost.category">
+        <field name="name">Labour</field>
+        <field name="section">time</field>
+    </record>
+
+    <record id="cost_category_outsourcing" model="project.cost.category">
+        <field name="name">Outsourcing</field>
+        <field name="section">outsourcing</field>
+    </record>
+
+    <record id="cost_category_supply" model="project.cost.category">
+        <field name="name">Shop Supply</field>
+        <field name="section">supply</field>
+    </record>
+
+</odoo>