[19.0][ADD] purchase_line_sale_history

purchase_line_sale_history/README.rst

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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
+
+==========================
+Purchase Line Sale History
+==========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:5bf45f132157b7b8d23e12b4de2c626257fe9841031e31a4f59531f4b5965775
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpurchase--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/purchase-workflow/tree/19.0/purchase_line_sale_history
+    :alt: OCA/purchase-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/purchase-workflow-19-0/purchase-workflow-19-0-purchase_line_sale_history
+    :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/purchase-workflow&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module lets purchasers consult the sales history of a product while
+filling a purchase order, without leaving the order form.
+
+Each purchase order line gets a *Sales History* checkbox. When checked,
+a pivot table is displayed below the order lines with the quantities of
+that product sold per month (columns) and year (rows), based on posted
+customer invoices (credit notes are subtracted). Only one line per order
+can be active at a time.
+
+The history is computed for the exact product variant of the line, so
+different variants of the same product template are never mixed.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+1. Go to *Purchase > Configuration > Settings*.
+2. Set *Sales History Years* to the number of past years to display in
+   addition to the current one (default: 2, i.e. three year rows in
+   total).
+
+A sale is any line of a posted customer invoice; quantities from
+customer credit notes are subtracted.
+
+Usage
+=====
+
+1. Open or create a purchase order.
+2. Check the *Sales History* box on the line whose product you want to
+   analyze. The monthly sales pivot table appears below the order lines.
+3. Check the box on another line to switch the table to that product;
+   the previous checkbox is unchecked automatically.
+4. Future months of the current year are displayed as a dash (—),
+   distinct from months with zero sales.
+
+Known issues / Roadmap
+======================
+
+- Add an option to aggregate the history by product template instead of
+  the exact product variant.
+- Consider sourcing the history from sale orders or stock moves as an
+  alternative to posted customer invoices.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-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/purchase-workflow/issues/new?body=module:%20purchase_line_sale_history%0Aversion:%2019.0%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
+-------
+
+* Jarsa
+
+Contributors
+------------
+
+- Jesús Alan Ramos Rodríguez <alan.ramos@jarsa.com>
+
+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/purchase-workflow <https://github.com/OCA/purchase-workflow/tree/19.0/purchase_line_sale_history>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

purchase_line_sale_history/__init__.py

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+from . import models

purchase_line_sale_history/__manifest__.py

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+# Copyright 2026 Jarsa
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+{
+    "name": "Purchase Line Sale History",
+    "summary": "Show the sales history of a product while filling a "
+    "purchase order line",
+    "version": "19.0.1.0.0",
+    "category": "Purchases",
+    "website": "https://github.com/OCA/purchase-workflow",
+    "author": "Jarsa, Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "depends": ["purchase"],
+    "data": [
+        "views/res_config_settings_views.xml",
+        "views/purchase_order_views.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "purchase_line_sale_history/static/src/js/purchase_order_sales_history_field.esm.js",
+            "purchase_line_sale_history/static/src/xml/purchase_order_sales_history_field.xml",
+            "purchase_line_sale_history/static/src/scss/purchase_order_sales_history.scss",
+        ],
+    },
+    "installable": True,
+}

purchase_line_sale_history/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* purchase_line_sale_history
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 19.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-07-15 00:32+0000\n"
+"PO-Revision-Date: 2026-07-15 00:32+0000\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: purchase_line_sale_history
+#. odoo-javascript
+#: code:addons/purchase_line_sale_history/static/src/xml/purchase_order_sales_history_field.xml:0
+msgid ""
+"Check the Sales History box on a line to see its product's sales history."
+msgstr ""
+"Marca la casilla Histórico de ventas en una línea para ver el histórico de "
+"ventas de su producto."
+
+#. module: purchase_line_sale_history
+#: model:ir.model,name:purchase_line_sale_history.model_res_config_settings
+msgid "Config Settings"
+msgstr "Ajustes de configuración"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order__display_name
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order_line__display_name
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_res_config_settings__display_name
+msgid "Display Name"
+msgstr "Nombre para mostrar"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order__id
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order_line__id
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_res_config_settings__id
+msgid "ID"
+msgstr "ID"
+
+#. module: purchase_line_sale_history
+#: model_terms:ir.ui.view,arch_db:purchase_line_sale_history.res_config_settings_view_form
+msgid ""
+"Number of past years, in addition to the current one, shown in the sales "
+"history of a purchase order line"
+msgstr ""
+"Número de años anteriores, además del actual, mostrados en el histórico de "
+"ventas de una línea de pedido de compra"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,help:purchase_line_sale_history.field_res_config_settings__purchase_sales_history_years
+msgid ""
+"Number of past years, in addition to the current one, shown in the sales "
+"history of a purchase order line."
+msgstr ""
+"Número de años anteriores, además del actual, mostrados en el histórico de "
+"ventas de una línea de pedido de compra."
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,help:purchase_line_sale_history.field_purchase_order__sales_history_line_id
+msgid "Order line whose product sales history is displayed."
+msgstr "Línea del pedido cuyo histórico de ventas del producto se muestra."
+
+#. module: purchase_line_sale_history
+#: model:ir.model,name:purchase_line_sale_history.model_purchase_order
+msgid "Purchase Order"
+msgstr "Pedido de compra"
+
+#. module: purchase_line_sale_history
+#: model:ir.model,name:purchase_line_sale_history.model_purchase_order_line
+msgid "Purchase Order Line"
+msgstr "Línea de pedido de compra"
+
+#. module: purchase_line_sale_history
+#. odoo-javascript
+#: code:addons/purchase_line_sale_history/static/src/xml/purchase_order_sales_history_field.xml:0
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order_line__show_sales_history
+msgid "Sales History"
+msgstr "Histórico de ventas"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_purchase_order__sales_history_line_id
+msgid "Sales History Line"
+msgstr "Línea del histórico de ventas"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,field_description:purchase_line_sale_history.field_res_config_settings__purchase_sales_history_years
+msgid "Sales History Years"
+msgstr "Años del histórico de ventas"
+
+#. module: purchase_line_sale_history
+#: model:ir.model.fields,help:purchase_line_sale_history.field_purchase_order_line__show_sales_history
+msgid ""
+"Show the sales history of this line's product below the order lines. Only "
+"one line per order can be active at a time."
+msgstr ""
+"Muestra el histórico de ventas del producto de esta línea debajo de las "
+"líneas del pedido. Solo una línea por pedido puede estar activa a la vez."
+
+#. module: purchase_line_sale_history
+#. odoo-javascript
+#: code:addons/purchase_line_sale_history/static/src/xml/purchase_order_sales_history_field.xml:0
+msgid "Total"
+msgstr "Total"
+
+#. module: purchase_line_sale_history
+#. odoo-javascript
+#: code:addons/purchase_line_sale_history/static/src/xml/purchase_order_sales_history_field.xml:0
+msgid "Year"
+msgstr "Año"

purchase_line_sale_history/models/__init__.py

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+from . import purchase_order
+from . import purchase_order_line
+from . import res_config_settings

purchase_line_sale_history/models/purchase_order.py

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+# Copyright 2026 Jarsa
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from babel.dates import get_month_names
+
+from odoo import api, fields, models
+from odoo.tools.misc import babel_locale_parse, get_lang
+
+
+class PurchaseOrder(models.Model):
+    _inherit = "purchase.order"
+
+    sales_history_line_id = fields.Many2one(
+        comodel_name="purchase.order.line",
+        string="Sales History Line",
+        copy=False,
+        help="Order line whose product sales history is displayed.",
+    )
+    sales_history_data = fields.Json(
+        compute="_compute_sales_history_data",
+        export_string_translation=False,
+    )
+
+    @api.onchange("order_line")
+    def _onchange_order_line_sales_history(self):
+        # Line-level onchanges cannot reach sibling lines, so the live
+        # exclusivity is handled here. sales_history_line_id round-trips
+        # through the client between onchange calls, so it reliably tells
+        # which line was active before this change, even before saving.
+        active = self.order_line.filtered("show_sales_history")
+        prev = self.sales_history_line_id
+        # In the onchange environment the lines are NewId records while the
+        # many2one holds the real id, so compare through _origin.
+        new = (
+            active.filtered(lambda line: line != prev and line._origin != prev)[-1:]
+            or active[:1]
+        )
+        (active - new).show_sales_history = False
+        self.sales_history_line_id = new
+
+    @api.depends("sales_history_line_id.product_id", "date_order")
+    def _compute_sales_history_data(self):
+        years_back = int(
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("purchase_line_sale_history.years_back", 2)
+        )
+        month_names = get_month_names(
+            "abbreviated", locale=babel_locale_parse(get_lang(self.env).code)
+        )
+        months = [month_names[month] for month in range(1, 13)]
+        for order in self:
+            line = order.sales_history_line_id
+            if not line.product_id:
+                order.sales_history_data = False
+                continue
+            order_date = order.date_order or fields.Datetime.now()
+            current_year = order_date.year
+            years = [current_year - offset for offset in range(years_back + 1)]
+            qty_by_month = order._get_sales_history_quantities(
+                line.product_id, years[-1], current_year
+            )
+            data = {}
+            for year in years:
+                row = []
+                for month in range(1, 13):
+                    qty = qty_by_month.get((year, month))
+                    if qty is None:
+                        is_future = year == current_year and month > order_date.month
+                        row.append(None if is_future else 0)
+                    else:
+                        row.append(round(qty, 2))
+                data[str(year)] = row
+            order.sales_history_data = {
+                "product_name": line.product_id.display_name,
+                "years": years,
+                "months": months,
+                "data": data,
+            }
+
+    def _get_sales_history_quantities(self, product, year_from, year_to):
+        """Return {(year, month): qty} of posted customer invoice quantities
+        for ``product``, with credit notes subtracted."""
+        base_domain = [
+            ("product_id", "=", product.id),
+            ("parent_state", "=", "posted"),
+            ("date", ">=", fields.Date.to_date(f"{year_from}-01-01")),
+            ("date", "<=", fields.Date.to_date(f"{year_to}-12-31")),
+        ]
+        qty_by_month = {}
+        for move_type, sign in (("out_invoice", 1), ("out_refund", -1)):
+            groups = self.env["account.move.line"]._read_group(
+                base_domain + [("move_id.move_type", "=", move_type)],
+                groupby=["date:month"],
+                aggregates=["quantity:sum"],
+            )
+            for month_start, qty in groups:
+                key = (month_start.year, month_start.month)
+                qty_by_month[key] = qty_by_month.get(key, 0.0) + sign * (qty or 0.0)
+        return qty_by_month