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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association
==================
Partner Sale Pivot
==================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:9b41b256dafca6d2265421012f7056b749a4d7a9bee14392996548c79cc81573
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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/license-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%2Fsale--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/sale-workflow/tree/18.0/partner_sale_pivot
:alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-partner_sale_pivot
: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/sale-workflow&target_branch=18.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of sale module to allow you to see
a sales analysis for a customer from his/her form view, grouped by
products in rows and confirmation dates in columns.
**Table of contents**
.. contents::
:local:
Usage
=====
To use this module, you need to:
1. Go to a customer form view
2. Click on *Sales Analysis* smart-button and you will see a sales
analysis for this customer grouped by products in rows and
confirmation dates in columns.
This button will only be visible to users who belong to one of the sales
access groups
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20partner_sale_pivot%0Aversion:%2018.0%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
-------
* Tecnativa
Contributors
------------
- `Tecnativa <https://www.tecnativa.com>`__:
- Ernesto Tejeda
- Pedro M. Baeza
- Sergio Teruel
- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>
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.
.. |maintainer-ernestotejeda| image:: https://github.com/ernestotejeda.png?size=40px
:target: https://github.com/ernestotejeda
:alt: ernestotejeda
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-ernestotejeda|
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/partner_sale_pivot>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# Copyright 2021 Tecnativa - Sergio Teruel
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Partner Sale Pivot",
"summary": "Sales analysis from customer form view",
"version": "18.0.1.0.0",
"category": "Sales",
"website": "https://github.com/OCA/sale-workflow",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["ernestotejeda"],
"license": "AGPL-3",
"depends": ["sale"],
"data": ["views/sale_report_views.xml", "views/res_partner_views.xml"],
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-02-08 00:13+0000\n"
"Last-Translator: Carles Antoli <carlesantoli@hotmail.com>\n"
"Language-Team: none\n"
"Language: ca\n"
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"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 3.10\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr "Anàlisi de vendes"
#~ msgid "Confirmed in"
#~ msgstr "Confirmat en"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: Automatically generated\n"
"Language-Team: none\n"
"Language: ca_ES\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr ""

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partner_sale_pivot/i18n/de.po Executable file
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-11-17 12:13+0000\n"
"Last-Translator: jappi00 <jappi2000@ewetel.net>\n"
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"X-Generator: Weblate 4.17\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr "Verkaufsanalyse"

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partner_sale_pivot/i18n/es.po Executable file
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-02-08 00:14+0000\n"
"Last-Translator: Carles Antoli <carlesantoli@hotmail.com>\n"
"Language-Team: none\n"
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"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 3.10\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr "Análisis de ventas"
#~ msgid "Date"
#~ msgstr "Fecha"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-01-04 02:41+0000\n"
"Last-Translator: Bole <bole@dajmi5.com>\n"
"Language-Team: none\n"
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"%10<=4 && (n%100<10 || n%100>=20) ? 1 : 2;\n"
"X-Generator: Weblate 4.14.1\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr "Analiza prodaje"

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partner_sale_pivot/i18n/it.po Executable file
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@@ -0,0 +1,23 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-06-14 09:43+0000\n"
"Last-Translator: Giuseppe Tavormina <gtavormina@dinamicheaziendali.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr "Analisi delle vendite"

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@@ -0,0 +1,20 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_sale_pivot
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 18.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: partner_sale_pivot
#: model:ir.actions.act_window,name:partner_sale_pivot.sale_report_action
#: model_terms:ir.ui.view,arch_db:partner_sale_pivot.view_partner_form
msgid "Sales Analysis"
msgstr ""

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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"

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- [Tecnativa](https://www.tecnativa.com):
- Ernesto Tejeda
- Pedro M. Baeza
- Sergio Teruel
- Heliconia Solutions Pvt. Ltd. \<<https://www.heliconia.io>\>

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This module extends the functionality of sale module to allow you to see
a sales analysis for a customer from his/her form view, grouped by
products in rows and confirmation dates in columns.

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@@ -0,0 +1,9 @@
To use this module, you need to:
1. Go to a customer form view
2. Click on *Sales Analysis* smart-button and you will see a sales
analysis for this customer grouped by products in rows and
confirmation dates in columns.
This button will only be visible to users who belong to one of the sales
access groups

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<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
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</a>
<div class="section" id="partner-sale-pivot">
<h1>Partner Sale Pivot</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:9b41b256dafca6d2265421012f7056b749a4d7a9bee14392996548c79cc81573
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/partner_sale_pivot"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-partner_sale_pivot"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of sale module to allow you to see
a sales analysis for a customer from his/her form view, grouped by
products in rows and confirmation dates in columns.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to a customer form view</li>
<li>Click on <em>Sales Analysis</em> smart-button and you will see a sales
analysis for this customer grouped by products in rows and
confirmation dates in columns.</li>
</ol>
<p>This button will only be visible to users who belong to one of the sales
access groups</p>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20partner_sale_pivot%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-3">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-4">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-5">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Ernesto Tejeda</li>
<li>Pedro M. Baeza</li>
<li>Sergio Teruel</li>
</ul>
</li>
<li>Heliconia Solutions Pvt. Ltd. &lt;<a class="reference external" href="https://www.heliconia.io">https://www.heliconia.io</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/ernestotejeda"><img alt="ernestotejeda" src="https://github.com/ernestotejeda.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/partner_sale_pivot">OCA/sale-workflow</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</div>
</body>
</html>

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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="view_partner_form" model="ir.ui.view">
<field name="name">res.partner.form.sales_by_product</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="sale.res_partner_view_buttons" />
<field name="arch" type="xml">
<button name="action_view_sale_order" position="before">
<button
class="oe_stat_button"
type="action"
name="%(sale_report_action)d"
groups="sales_team.group_sale_salesman"
icon="fa-table"
string="Sales Analysis"
/>
</button>
</field>
</record>
</odoo>

View File

@@ -0,0 +1,25 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="sale_report_view_form" model="ir.ui.view">
<field name="name">sale.report.partner_sale_pivot</field>
<field name="model">sale.report</field>
<field name="arch" type="xml">
<pivot disable_linking="True">
<field name="date" interval="month" type="col" />
<field name="product_id" type="row" />
<field name="price_subtotal" type="measure" />
</pivot>
</field>
</record>
<record id="sale_report_action" model="ir.actions.act_window">
<field name="name">Sales Analysis</field>
<field name="res_model">sale.report</field>
<field name="view_mode">pivot</field>
<field name="path">sales-analysis</field>
<field name="context">{'search_default_partner_id': active_id}</field>
<field name="domain">[('state', 'in', ['sale', 'done'])]</field>
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]" />
<field name="view_id" ref="sale_report_view_form" />
</record>
</odoo>