| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 247 |
| Technical Name |
se_paid_invoice_profit_report |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 247 |
| Technical Name |
se_paid_invoice_profit_report |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Paid Invoice Profit Report
Streamline sales performance analysis by generating comprehensive gross profit margins for fully paid customer invoices in Live View and Excel format.
Module Key Highlights
How the Profitability Engine Works
Our module provides an **audit-centric** approach to Odoo Invoicing and Financial management. By
utilizing
Odoo's native **TransientModels and Python Data Processing Matrix**, the system aggregates ledger
logs directly
from verified account.move.line models in real-time. For every reporting query,
the module
dynamically **cross-references historical standard product costs against retail revenues**,
extracting data strictly
from customer invoices that have achieved a fully 'Paid' workflow payment status. It optimizes
memory allocation via
specialized multi-row processing algorithms within **xlsxwriter frameworks**,
delivering instant results
via interactive Live Tree lists or structural Excel sheets without introducing any permanent
modifications or performance
footprints to your core database tables. Furthermore, it injects native **Owl JavaScript framework
controllers** to deliver
a seamless, one-click export button experience directly within your list view banner workspace.
Access the Profitability Reporting Menu
Navigate to the core Invoicing application dashboard. From the top navigation bar, click on the Reporting dropdown menu and select the newly integrated Paid Invoice Profit submenu. This dedicated menu launches the calculation engine directly without modifying or changing your existing financial accounting ledger layout frameworks.
Quick Accessibility: The reporting workspace is safely hooked under standard Odoo accounting management structures, allowing financial auditing teams to track revenue benchmarks and isolate salesperson performance data with zero operational overhead.
Define Criteria & Run the Calculation Wizard
Once the wizard modal opens, configure your specific auditing timeline requirements under the Date Of Full Payment selection window. The system processes records dynamically based on these metrics. From here, clicking Confirm will populate the interactive live tree view workspace, while clicking the green Download Excel Report action button directly triggers the multi-row data extraction engine.
Engine Execution Parameters: The platform utilizes volatile memory processes via special TransientModels. This guarantees that temporary data structures are safely cleared and refreshed each time a brand new search operation is executed.
Analyze Fully Formatted Excel (.XLSX) Reports
The generated spreadsheet compiles your invoice lines into an analytical sheet. It features structured meta headers highlighting the Date Start and Date End parameters, followed by multi-row tracking fields broken down by Salesperson and Product names. The layout auto-computes List Price, Untaxed Total, Product Cost, and net Gross Profit metrics.
Advanced Spreadsheet Formulation: The underlying xlsxwriter architecture
formats numbers natively with explicit summary rows at the top (Row 5). This structure
allows management teams to build pivot tables or execute external data audits immediately.
Launch the Interactive Live Odoo List View Workspace
Clicking the purple Confirm button inside the filter modal instructs the system to execute real-time calculations on the server. The wizard then instantly navigates you to a dynamic Odoo list view interface containing the processed profit metrics. This interactive layout enables deep system auditing, filtering, sorting, and inline flat grid summaries on demand with auto-accumulated column sums.
On-Screen Operational Insights: The generated tree rows automatically summarize
mathematical values at the base footers via standard sum field properties,
giving accountants a quick overview of global gross margins directly inside the web client
backend.
One-Click Spreadsheet Export via Native Owl JS Buttons
When reviewing calculations inside the live workspace, you do not need to exit or open another wizard to download a spreadsheet. Our module introduces an **Owl JavaScript component** that injects a custom, high-visibility Download Excel Report action button directly into the control panel banner area. Clicking this button safely extracts the active dataset into your formatted `.xlsx` report file instantly.
Advanced UI Extension: By inheriting web.ListView.Buttons, the module
provides a seamless interface extension that behaves like a native core accounting feature,
boosting speed and operational workflow efficiency.
Multi-Level Data Grouping & Performance Sorting
To conduct thorough audits, users can expand or collapse relational datasets using Odoo's native filtering dropdowns. The module is fully optimized for hierarchical structures, letting you cluster calculations under a Salesperson group followed by a nested Product sub-group. This approach isolates profit lines cleanly, showing how much gross margin each sales manager contributes per stock profile.
Hierarchical Subtotals: Expanding any salesperson's name dynamically exposes lines with auto-accumulated subtotal calculations. This feature lets management quickly spot margin leaks or loss-making transactions right inside the interface layout.
Comprehensive Flat Grid View & Aggregate Totals
When viewing the flat, un-grouped line list workspace, the engine displays all processed records in a clean grid layout. Every individual row exposes the associated salesperson, the specific product code with its descriptive name, and the calculated financial metrics. This layout automatically accumulates global figures at the bottom of the list, providing immediate calculations for total list prices, untaxed revenues, product costs, and aggregate gross profit margins.
Automatic Sum Computations: The native Odoo sum="..." properties are
declared directly inside the list view XML structure. This eliminates the need for manual
row addition or external recalculations, ensuring the totals bar refreshes dynamically
whenever filters change.
Engineered Spreadsheet Styling & Clean Grid Layouts
The exported spreadsheet layout is designed for immediate corporate use. The underlying python script handles column optimization manually, preventing text clipping for long string codes or names. All text entries are aligned neatly to the left, while numbers are strictly centered with fine custom borders applied across rows. This layout enables executive teams to run quick data calculations or paste grids directly into analytical reports.
Xlsxwriter Formatting Rules: The system uses explicit workbook format maps (`bold_left`, `header_format`, and `total_format`) to maintain professional styling. This ensures that opening the generated file inside Microsoft Excel, Google Sheets, or LibreOffice yields a clean layout.
Module Capabilities & Features
A high-utility financial assessment tool for Odoo Invoicing and Accounting that provides deep visibility into product profitability metrics tied to salesperson performance.
Multi-Format Output
Extract and analyze your profitability matrices instantly via an interactive Odoo Live List View or clean, professional analytical Excel (.XLSX) spreadsheets.
Paid Status Enforcement
Isolates calculations strictly to customer-facing invoices (`out_invoice`) in a posted state that have reached a fully 'Paid' workflow payment milestone.
Salesperson Analytics
Tracks and groups invoice line revenues natively by the dedicated document manager profile, providing clear audits of individual team performance benchmarks.
Core Valuation Metrics
Computes aggregate standard costs based on product settings, list pricing values, subtotal net revenues, and flat gross profits automatically.
Native Owl JS Actions
Enhances UX by injecting custom download triggers directly inside the Odoo Backend List View banner workspace using native Owl JavaScript framework components.
Non-Invasive Architecture
Hooks details directly from ledger journals via volatile TransientModels and
account.move.line links without burdening operational database table
footprints.
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