[18.0][MIG] sale_pricelist_global_rule: Migration to 18.0

sale_pricelist_global_rule/README.rst

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+==========================
+Sale pricelist global rule
+==========================
+
+..
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/18.0/sale_pricelist_global_rule
+    :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-sale_pricelist_global_rule
+    :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 introduces a new apply-on option **``3_global``** in the
+field ``display_applied_on``.
+
+When this option is selected, the module displays a new field
+``global_applied_on``, allowing the user to choose how the global
+pricelist rule should be applied:
+
+- **Global – Product Template**
+- **Global – Product Category**
+- **Global – Ancestor Product Category**
+
+This expands Odoo’s standard behavior by allowing pricelist rules to be
+computed based on cumulative quantities across templates, categories, or
+ancestor category trees.
+
+--------------
+
+Cumulative Quantities in Pricelists
+-----------------------------------
+
+This module allows configured pricelists to be applied to a sales order
+by considering cumulative quantities across all lines.
+
+**Global by Product Template**
+
+If a pricelist rule has a min_quantity = 15, and a sales order contains:
+
+- Line 1: Variant 1, quantity = 8
+- Line 2: Variant 2, quantity = 8
+
+**Global by Product Category**
+
+Similarly, if a pricelist rule has a min_quantity = 20 for products
+within a category, and a sales order includes:
+
+- Line 1: Product 1, quantity = 10
+- Line 2: Product 2, quantity = 10
+
+In standard Odoo, pricelist rules would not apply since no single line
+meets the minimum quantity. With this module, however, cumulative
+quantities across lines allow the pricelist rule to apply, as they meet
+the minimum threshold (16 in the product template example and 20 in the
+product category example).
+
+**Global by Ancestor Product Category**
+
+This option allows defining a rule on an *ancestor category*, and it
+will apply to all products that belong to this category or any of its
+descendants. The minimum quantity check is performed on the **total
+ordered quantity** across all descendant categories.
+
+For example, suppose we have the following category tree:
+
+- Cat A
+
+  - Cat B
+  - Cat C
+
+    - Cat D
+
+And a pricelist rule is configured on *Cat C* with a minimum quantity =
+5 and a 20% discount. If a sales order contains:
+
+- Line 1: Product in Cat C, quantity = 4
+- Line 2: Product in Cat D, quantity = 2
+
+Then the total for Cat C’s branch = 6 (4 + 2), which meets the minimum
+threshold of 5. As a result, the 20% discount rule applies to both
+lines.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+- Go to **Sales → Products → Pricelists**.
+- Create a new Pricelist and add at least one line with the *Apply On*
+  option set to **Global - Product Template**, **Global - Product Category**, or
+  **Global - Ancestor Product Category**.
+- When using *Ancestor Product Category*, select the top-level or ancestor
+  category that will include all of its descendant categories.
+- Choose the specific product, template, or category for the rule.
+- Set the computation mode (e.g., percentage discount) and save.
+
+Usage
+=====
+
+- Go to Sales -> Orders -> Quotations.
+- Create a new record and fill the required fields.
+- Choose a Pricelist that has a global rule configured (either by
+  Category or Product).
+- Click the **Recompute pricelist global** button to update prices
+  according to the specified pricelist rules.
+- When using **Ancestor Product Category**, the system will sum the ordered
+  quantities of all products belonging to the selected ancestor category
+  and all its descendants.
+  If the accumulated quantity meets the rule’s minimum quantity, the
+  discount will be applied to each matching order line.
+- When multiple percentage-based rules apply, the system automatically
+  selects the **highest discount available**, ensuring that the most
+  beneficial rule is applied to the sale order.
+
+Known issues / Roadmap
+======================
+
+- Implement automatic application of the pricelist whenever changes are
+  made to order lines (such as prices, quantities, etc.) or to the
+  pricelist itself, eliminating the need for manual button clicks.
+
+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:%20sale_pricelist_global_rule%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>`__
+
+  - Pedro M. Baeza
+  - Carlos López
+
+- `Komit-consulting <https://komit-consulting.com/>`__
+
+  - Duc Truong
+
+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/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_pricelist_global_rule>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_pricelist_global_rule/__init__.py

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+from . import models

sale_pricelist_global_rule/__manifest__.py

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+{
+    "name": "Sale pricelist global rule",
+    "version": "18.0.1.0.0",
+    "summary": "Apply a global rule to all sale order",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "category": "Sales Management",
+    "website": "https://github.com/OCA/sale-workflow",
+    "depends": [
+        "sale",
+    ],
+    "data": ["views/product_pricelist_item_views.xml", "views/sale_order_views.xml"],
+    "installable": True,
+    "license": "AGPL-3",
+}

sale_pricelist_global_rule/i18n/it.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_pricelist_global_rule
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2025-02-25 15:06+0000\n"
+"Last-Translator: mymage <[email protected]>\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 5.6.2\n"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,field_description:sale_pricelist_global_rule.field_product_pricelist_item__applied_on
+msgid "Apply On"
+msgstr "Applica a"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields.selection,name:sale_pricelist_global_rule.selection__product_pricelist_item__applied_on__3_2_global_product_category
+msgid "Global - Product category"
+msgstr "Globale - Categoria prodotto"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields.selection,name:sale_pricelist_global_rule.selection__product_pricelist_item__applied_on__3_1_global_product_template
+msgid "Global - Product template"
+msgstr "Globale - Modello prodotto"
+
+#. module: sale_pricelist_global_rule
+#. odoo-python
+#: code:addons/sale_pricelist_global_rule/models/product_pricelist.py:0
+#, python-format
+msgid "Global category: %s"
+msgstr "Categoria globale: %s"
+
+#. module: sale_pricelist_global_rule
+#. odoo-python
+#: code:addons/sale_pricelist_global_rule/models/product_pricelist.py:0
+#, python-format
+msgid "Global product: %s"
+msgstr "Prodotto globale: %s"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,field_description:sale_pricelist_global_rule.field_sale_order__has_pricelist_global
+msgid "Has Pricelist Global"
+msgstr "Ha listino globale"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,field_description:sale_pricelist_global_rule.field_sale_order__need_recompute_pricelist_global
+msgid "Need Recompute Pricelist Global"
+msgstr "Richiede ricalcolo listino globale"
+
+#. module: sale_pricelist_global_rule
+#. odoo-python
+#: code:addons/sale_pricelist_global_rule/models/product_pricelist.py:0
+#, python-format
+msgid ""
+"Please specify the category for which this global rule should be applied"
+msgstr ""
+"Indicare la categoria per la quale questa regola globale dovrebbe essere "
+"applicata"
+
+#. module: sale_pricelist_global_rule
+#. odoo-python
+#: code:addons/sale_pricelist_global_rule/models/product_pricelist.py:0
+#, python-format
+msgid ""
+"Please specify the product for which this global rule should be applied"
+msgstr ""
+"Indicare il prodotto per il quale questa regola globale dovrebbe essere "
+"applicata"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,help:sale_pricelist_global_rule.field_product_pricelist_item__applied_on
+msgid "Pricelist Item applicable on selected option"
+msgstr "Riga listino applicabile all'opzione selezionata"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model,name:sale_pricelist_global_rule.model_product_pricelist_item
+msgid "Pricelist Rule"
+msgstr "Regola listino prezzi"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,field_description:sale_pricelist_global_rule.field_product_pricelist_item__global_product_tmpl_id
+msgid "Product"
+msgstr "Prodotto"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model.fields,field_description:sale_pricelist_global_rule.field_product_pricelist_item__global_categ_id
+msgid "Product Category"
+msgstr "Categoria prodotto"
+
+#. module: sale_pricelist_global_rule
+#: model_terms:ir.ui.view,arch_db:sale_pricelist_global_rule.view_sale_order_form
+msgid "Recompute pricelist global"
+msgstr "Ricalcola listino globale"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model,name:sale_pricelist_global_rule.model_sale_order
+msgid "Sales Order"
+msgstr "Ordine di vendita"
+
+#. module: sale_pricelist_global_rule
+#: model:ir.model,name:sale_pricelist_global_rule.model_sale_order_line
+msgid "Sales Order Line"
+msgstr "Riga ordine di vendita"