Submodule fix for ticket 69028

osi_commissions_report/__init__.py

@@ -0,0 +1,4 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

osi_commissions_report/__manifest__.py

@@ -0,0 +1,19 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "OSI Commissions Report",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Open Source Integrators",
+    "maintainer": "Open Source Integrators",
+    "website": "https://github.com/ursais/osi-addons",
+    "category": "Accounting/Reporting",
+    "depends": ["account", "partner_commission"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/commissions_report_views.xml",
+    ],
+    "application": False,
+    "installable": True,
+}

osi_commissions_report/models/__init__.py

@@ -0,0 +1,4 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import commissions_report

osi_commissions_report/models/commissions_report.py

@@ -0,0 +1,139 @@
+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class CommissionsReport(models.TransientModel):
+    """
+    Commissions Report Model
+    Shows all invoices with their referrer/commission information.
+    Similar to Sales Not Attributed Report but includes ALL invoices.
+    """
+    _name = "commissions.report"
+    _description = "Commissions Report"
+    _order = "invoice_date desc, name"
+
+    name = fields.Char(string="Invoice Number", readonly=True)
+    invoice_date = fields.Date(string="Invoice Date", readonly=True)
+    partner_id = fields.Many2one(
+        "res.partner",
+        string="Customer/Vendor",
+        readonly=True,
+    )
+    referrer_id = fields.Many2one(
+        "res.partner",
+        string="Referrer",
+        readonly=True,
+    )
+    amount_total = fields.Monetary(
+        string="Total Amount",
+        readonly=True,
+        currency_field="currency_id",
+    )
+    currency_id = fields.Many2one(
+        "res.currency",
+        string="Currency",
+        readonly=True,
+    )
+    move_type = fields.Selection(
+        [
+            ("out_invoice", "Customer Invoice"),
+            ("out_refund", "Customer Credit Note"),
+            ("in_invoice", "Vendor Bill"),
+            ("in_refund", "Vendor Credit Note"),
+            ("entry", "Journal Entry"),
+        ],
+        string="Type",
+        readonly=True,
+    )
+    state = fields.Selection(
+        [
+            ("draft", "Draft"),
+            ("posted", "Posted"),
+            ("cancel", "Cancelled"),
+        ],
+        string="Status",
+        readonly=True,
+    )
+    invoice_id = fields.Many2one(
+        "account.move",
+        string="Invoice",
+        readonly=True,
+    )
+
+    @api.model
+    def _get_report_data(self):
+        """
+        Get all invoices with their referrer information.
+        Returns account.move records with referrer_id field populated.
+        """
+        invoices = self.env["account.move"].search([
+            ("move_type", "in", ["out_invoice", "out_refund", "in_invoice", "in_refund"]),
+        ])
+        return invoices
+
+    @api.model
+    def generate_report(self):
+        """
+        Generate the commissions report by creating report records from all invoices.
+        This method is called automatically when the report is accessed.
+        """
+        # Clear existing report records to ensure fresh data
+        self.search([]).unlink()
+
+        invoices = self._get_report_data()
+        report_vals = []
+        for invoice in invoices:
+            referrer_id = False
+            if hasattr(invoice, "referrer_id") and invoice.referrer_id:
+                referrer_id = invoice.referrer_id.id
+
+            report_vals.append({
+                "name": invoice.name or "/",
+                "invoice_date": invoice.invoice_date,
+                "partner_id": invoice.partner_id.id if invoice.partner_id else False,
+                "referrer_id": referrer_id,
+                "amount_total": invoice.amount_total,
+                "currency_id": invoice.currency_id.id if invoice.currency_id else False,
+                "move_type": invoice.move_type,
+                "state": invoice.state,
+                "invoice_id": invoice.id,
+            })
+
+        if report_vals:
+            self.create(report_vals)
+        return True
+
+    def action_open_invoice(self):
+        """
+        Open the related invoice from the report.
+        """
+        self.ensure_one()
+        if not self.invoice_id:
+            return False
+        return {
+            "name": "Invoice",
+            "type": "ir.actions.act_window",
+            "res_model": "account.move",
+            "res_id": self.invoice_id.id,
+            "view_mode": "form",
+            "target": "current",
+        }
+
+    @api.model
+    def action_view_report(self):
+        """
+        Action method to generate and view the report.
+        Called from the menu action.
+        """
+        self.generate_report()
+        return {
+            "name": "Commissions Report",
+            "type": "ir.actions.act_window",
+            "res_model": "commissions.report",
+            "view_mode": "tree,form",
+            "domain": [],
+            "context": {"create": False},
+            "target": "current",
+        }

osi_commissions_report/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_commissions_report_user,commissions.report.user,model_commissions_report,account.group_account_user,1,1,1,1
+access_commissions_report_readonly,commissions.report.readonly,model_commissions_report,account.group_account_readonly,1,0,0,0

osi_commissions_report/views/commissions_report_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Commissions Report Tree View -->
+    <record id="view_commissions_report_tree" model="ir.ui.view">
+        <field name="name">commissions.report.tree</field>
+        <field name="model">commissions.report</field>
+        <field name="arch" type="xml">
+            <tree string="Commissions Report" decoration-muted="state == 'cancel'" decoration-info="state == 'draft'">
+                <field name="name"/>
+                <field name="invoice_date"/>
+                <field name="partner_id"/>
+                <field name="referrer_id"/>
+                <field name="move_type"/>
+                <field name="state"/>
+                <field name="amount_total" sum="Total"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="invoice_id" invisible="1"/>
+            </tree>
+        </field>
+    </record>
+
+    <!-- Commissions Report Form View -->
+    <record id="view_commissions_report_form" model="ir.ui.view">
+        <field name="name">commissions.report.form</field>
+        <field name="model">commissions.report</field>
+        <field name="arch" type="xml">
+            <form string="Commissions Report">
+                <header>
+                    <button name="action_open_invoice" string="Open Invoice" type="object" class="btn-primary" attrs="{'invisible': [('invoice_id', '=', False)]}"/>
+                </header>
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="name"/>
+                            <field name="invoice_date"/>
+                            <field name="partner_id"/>
+                            <field name="referrer_id"/>
+                        </group>
+                        <group>
+                            <field name="move_type"/>
+                            <field name="state"/>
+                            <field name="amount_total"/>
+                            <field name="currency_id"/>
+                        </group>
+                    </group>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="invoice_id" invisible="1"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <!-- Commissions Report Search View -->
+    <record id="view_commissions_report_search" model="ir.ui.view">
+        <field name="name">commissions.report.search</field>
+        <field name="model">commissions.report</field>
+        <field name="arch" type="xml">
+            <search string="Commissions Report">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="referrer_id"/>
+                <field name="invoice_id"/>
+                <separator/>
+                <filter string="Customer Invoices" name="customer_invoices" domain="[('move_type', '=', 'out_invoice')]"/>
+                <filter string="Customer Credit Notes" name="customer_refunds" domain="[('move_type', '=', 'out_refund')]"/>
+                <filter string="Vendor Bills" name="vendor_bills" domain="[('move_type', '=', 'in_invoice')]"/>
+                <filter string="Vendor Credit Notes" name="vendor_refunds" domain="[('move_type', '=', 'in_refund')]"/>
+                <separator/>
+                <filter string="With Referrer" name="with_referrer" domain="[('referrer_id', '!=', False)]"/>
+                <filter string="Without Referrer" name="without_referrer" domain="[('referrer_id', '=', False)]"/>
+                <separator/>
+                <filter string="Posted" name="posted" domain="[('state', '=', 'posted')]"/>
+                <filter string="Draft" name="draft" domain="[('state', '=', 'draft')]"/>
+                <filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancel')]"/>
+                <group expand="0" string="Group By">
+                    <filter string="Invoice Date" name="group_by_date" context="{'group_by': 'invoice_date'}"/>
+                    <filter string="Partner" name="group_by_partner" context="{'group_by': 'partner_id'}"/>
+                    <filter string="Referrer" name="group_by_referrer" context="{'group_by': 'referrer_id'}"/>
+                    <filter string="Type" name="group_by_type" context="{'group_by': 'move_type'}"/>
+                    <filter string="Status" name="group_by_status" context="{'group_by': 'state'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <!-- Commissions Report Action -->
+    <record id="action_commissions_report" model="ir.actions.act_window">
+        <field name="name">Commissions Report</field>
+        <field name="res_model">commissions.report</field>
+        <field name="view_mode">tree,form</field>
+        <field name="search_view_id" ref="view_commissions_report_search"/>
+        <field name="context">{'create': False}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Commissions Report
+            </p>
+            <p>
+                This report shows all invoices with their referrer/commission information.
+                The report is automatically generated when accessed.
+            </p>
+        </field>
+    </record>
+
+    <!-- Server Action to Generate and View Report -->
+    <record id="action_server_commissions_report" model="ir.actions.server">
+        <field name="name">Commissions Report</field>
+        <field name="model_id" ref="model_commissions_report"/>
+        <field name="state">code</field>
+        <field name="code">
+# Generate the report
+report_model = env['commissions.report']
+report_model.generate_report()
+
+# Return action to view the report
+action = {
+    'name': 'Commissions Report',
+    'type': 'ir.actions.act_window',
+    'res_model': 'commissions.report',
+    'view_mode': 'tree,form',
+    'context': {'create': False},
+    'target': 'current',
+}
+        </field>
+    </record>
+
+    <!-- Menu Item -->
+    <menuitem id="menu_commissions_report"
+              name="Commissions Report"
+              action="action_server_commissions_report"
+              parent="account.menu_finance_reports"
+              sequence="100"/>
+</odoo>