[ADD] sale_timesheet_costs_revenues: costs and revenues pivot report

sale_timesheet_costs_revenues/README.rst

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+=================================
+Sale Timesheet Costs and Revenues
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:779d71c58807731bc55d839d6f18fa7a6e606d0ef78c55101468ce851c5d3123
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Ftimesheet-lightgray.png?logo=github
+    :target: https://github.com/OCA/timesheet/tree/18.0/sale_timesheet_costs_revenues
+    :alt: OCA/timesheet
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/timesheet-18-0/timesheet-18-0-sale_timesheet_costs_revenues
+    :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/timesheet&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+A pivot report of **billed and unbilled timesheet value** for
+time-and-material projects, alongside the cost of the time logged.
+
+For each project and period it shows the hours logged, their cost, and
+the billable value of that time, split into what is still **to invoice**
+and what has already been **invoiced**, so you can see how much
+delivered work is still waiting to be billed and whether it is
+profitable.
+
+It is inspired by the *Project Costs and Revenues* report that was
+available under **Project → Reporting** in Odoo 14.0 and earlier, and
+removed in later versions.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+View
+----
+
+|Sale Timesheet Costs Revenues|
+
+Columns
+-------
+
+========================= ===========================================
+Column                    Meaning
+========================= ===========================================
+Timesheet Duration        hours logged on the timesheet
+Timesheet Cost            cost of that time (shown negative)
+Untaxed Amount to Invoice billable value of time **not yet** invoiced
+Untaxed Amount Invoiced   billable value of time **already** invoiced
+========================= ===========================================
+
+The billable value of a timesheet is its duration — converted into the
+sale order line's unit of measure — times the line's unit price, less
+the line discount. It counts as *to invoice* until the timesheet is
+linked to an invoice, after which it counts as *invoiced*.
+
+Using the report
+----------------
+
+The report opens under **Project → Reporting → Timesheet Costs and
+Revenues**, grouped by month, with the **To Invoice** filter on by
+default so you only see periods that still have unbilled time. Clear
+that filter to see everything, switch on **Invoiced** to review what has
+been billed, and use **Group By** to slice by project, customer, sale
+order, analytic account, product, and more.
+
+Assumptions
+-----------
+
+- This is a **time-and-material** report: revenue is only counted for
+  sale order lines whose delivered quantity comes from timesheets.
+  Fixed-price and milestone lines still contribute cost and hours, but
+  no revenue.
+- A **single currency** is assumed — the sale price and timesheet cost
+  are used as-is, with no conversion.
+- **Invoiced** is the same calculation as **to invoice**, flipped once a
+  timesheet is linked to an invoice. It is not read back from the posted
+  invoice line, so it can differ if a price changed or an invoice was
+  edited afterwards.
+
+.. |Sale Timesheet Costs Revenues| image:: https://raw.githubusercontent.com/OCA/timesheet/18.0/sale_timesheet_costs_revenues/static/img/sale_timesheet_costs_revenues.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/timesheet/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/timesheet/issues/new?body=module:%20sale_timesheet_costs_revenues%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
+-------
+
+* Innovara
+
+Contributors
+------------
+
+- `Innovara <https://innovara.tech>`__:
+
+  - Manuel Fombuena <mfombuena@innovara.tech>
+
+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-innovara| image:: https://github.com/innovara.png?size=40px
+    :target: https://github.com/innovara
+    :alt: innovara
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-innovara| 
+
+This module is part of the `OCA/timesheet <https://github.com/OCA/timesheet/tree/18.0/sale_timesheet_costs_revenues>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_timesheet_costs_revenues/__init__.py

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+from . import models

sale_timesheet_costs_revenues/__manifest__.py

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+{
+    "name": "Sale Timesheet Costs and Revenues",
+    "version": "18.0.1.0.0",
+    "development_status": "Beta",
+    "summary": "Pivot report including billed and unbilled timesheet revenue and"
+    " cost, by project and period",
+    "category": "Sales",
+    "author": "Innovara, Odoo Community Association (OCA)",
+    "maintainers": ["innovara"],
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/timesheet",
+    "depends": ["project", "hr_timesheet", "sale_timesheet"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/sale_timesheet_costs_revenues_views.xml",
+    ],
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+}

sale_timesheet_costs_revenues/models/__init__.py

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+from . import sale_timesheet_costs_revenues

sale_timesheet_costs_revenues/models/sale_timesheet_costs_revenues.py

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+# Copyright 2026 Innovara Ltd - Manuel Fombuena
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from psycopg2 import sql
+
+from odoo import fields, models, tools
+
+
+class SaleTimesheetCostsRevenues(models.Model):
+    """Read-only reporting model backed by a SQL view over timesheet
+    (analytic) lines, enriched with sale-order and project data. One row per
+    timesheet line; the timesheet date drives the period grouping."""
+
+    _name = "sale.timesheet.costs.revenues"
+    _description = "Timesheet Costs and Revenues"
+    _auto = False  # this model is a database VIEW, not a table
+    _rec_name = "project_id"
+    _order = "date desc"
+
+    # --- grouping dimensions (use as pivot rows/columns) ---
+    project_id = fields.Many2one("project.project", readonly=True)
+    account_id = fields.Many2one(
+        "account.analytic.account", string="Analytic Account", readonly=True
+    )
+    partner_id = fields.Many2one("res.partner", string="Customer", readonly=True)
+    project_user_id = fields.Many2one(
+        "res.users", string="Project Manager", readonly=True
+    )
+    company_id = fields.Many2one("res.company", string="Project Company", readonly=True)
+    currency_id = fields.Many2one(
+        "res.currency", string="Project Currency", readonly=True
+    )
+    product_id = fields.Many2one("product.product", readonly=True)
+    sale_order_id = fields.Many2one("sale.order", readonly=True)
+    so_line_id = fields.Many2one(
+        "sale.order.line", string="Sale Order Line", readonly=True
+    )
+    date = fields.Date(readonly=True)
+    so_confirmation_date = fields.Datetime(
+        string="Sales Order Confirmation Date", readonly=True
+    )
+    # extras not present in the original report, handy for drill-down:
+    task_id = fields.Many2one("project.task", readonly=True)
+    employee_id = fields.Many2one("hr.employee", readonly=True)
+
+    # --- measures ---
+    timesheet_duration = fields.Float(readonly=True)
+    timesheet_cost = fields.Monetary(readonly=True, currency_field="currency_id")
+    amount_to_invoice = fields.Monetary(
+        string="Untaxed Amount to Invoice", readonly=True, currency_field="currency_id"
+    )
+    amount_invoiced = fields.Monetary(
+        string="Untaxed Amount Invoiced", readonly=True, currency_field="currency_id"
+    )
+
+    def init(self):
+        # The analytic-account column on account.analytic.line is named
+        # `account_id`; guard it so the view still builds if a given install
+        # has reworked analytic plans and renamed/removed it.
+        self.env.cr.execute(
+            """
+            SELECT 1 FROM information_schema.columns
+            WHERE table_name = 'account_analytic_line'
+              AND column_name = 'account_id'
+            """
+        )
+        account_col = "aal.account_id" if self.env.cr.fetchone() else "NULL::integer"
+
+        tools.drop_view_if_exists(self.env.cr, self._table)
+        # Notes on the billable value:
+        #  - Only sale order lines billed on delivered timesheets count as
+        #    revenue (qty_delivered_method in timesheet/manual). Fixed-price and
+        #    milestone lines still contribute cost and hours, but no revenue,
+        #    since hours x price is meaningless for them.
+        #  - Timesheet hours (in the timesheet encoding UoM) are converted into
+        #    the sale order line's UoM before multiplying by its price, so a
+        #    per-day rate billed against hour-encoded timesheets is correct.
+        #    Conversion only applies within a UoM category; otherwise the raw
+        #    duration is used.
+        #  - Identifiers are composed with psycopg2.sql so the dynamic table
+        #    name and the (code-chosen) analytic-account column cannot be a
+        #    SQL-injection vector.
+        self.env.cr.execute(
+            sql.SQL(
+                """
+                CREATE OR REPLACE VIEW {table} AS (
+                    SELECT
+                        aal.id                  AS id,
+                        aal.project_id          AS project_id,
+                        {account_col}           AS account_id,
+                        p.partner_id            AS partner_id,
+                        p.user_id               AS project_user_id,
+                        p.company_id            AS company_id,
+                        c.currency_id           AS currency_id,
+                        sol.product_id          AS product_id,
+                        sol.order_id            AS sale_order_id,
+                        aal.so_line             AS so_line_id,
+                        aal.task_id             AS task_id,
+                        aal.employee_id         AS employee_id,
+                        aal.date                AS date,
+                        so.date_order           AS so_confirmation_date,
+                        aal.unit_amount         AS timesheet_duration,
+                        aal.amount              AS timesheet_cost,
+                        CASE
+                            WHEN aal.timesheet_invoice_id IS NULL
+                                 AND aal.so_line IS NOT NULL
+                                 AND sol.qty_delivered_method IN ('timesheet', 'manual')
+                            THEN aal.unit_amount
+                                 * CASE
+                                       WHEN ts_uom.category_id = sol_uom.category_id
+                                            AND ts_uom.factor <> 0
+                                       THEN sol_uom.factor / ts_uom.factor
+                                       ELSE 1.0
+                                   END
+                                 * sol.price_unit
+                                 * (1.0 - COALESCE(sol.discount, 0.0) / 100.0)
+                            ELSE 0.0
+                        END                     AS amount_to_invoice,
+                        CASE
+                            WHEN aal.timesheet_invoice_id IS NOT NULL
+                                 AND aal.so_line IS NOT NULL
+                                 AND sol.qty_delivered_method IN ('timesheet', 'manual')
+                            THEN aal.unit_amount
+                                 * CASE
+                                       WHEN ts_uom.category_id = sol_uom.category_id
+                                            AND ts_uom.factor <> 0
+                                       THEN sol_uom.factor / ts_uom.factor
+                                       ELSE 1.0
+                                   END
+                                 * sol.price_unit
+                                 * (1.0 - COALESCE(sol.discount, 0.0) / 100.0)
+                            ELSE 0.0
+                        END                     AS amount_invoiced
+                    FROM account_analytic_line aal
+                    JOIN project_project p
+                        ON p.id = aal.project_id
+                    LEFT JOIN res_company c
+                        ON c.id = COALESCE(p.company_id, aal.company_id)
+                    LEFT JOIN sale_order_line sol
+                        ON sol.id = aal.so_line
+                    LEFT JOIN sale_order so
+                        ON so.id = sol.order_id
+                    LEFT JOIN uom_uom ts_uom
+                        ON ts_uom.id = aal.product_uom_id
+                    LEFT JOIN uom_uom sol_uom
+                        ON sol_uom.id = sol.product_uom
+                    WHERE aal.project_id IS NOT NULL
+                )
+                """
+            ).format(
+                table=sql.Identifier(self._table),
+                account_col=sql.SQL(account_col),
+            )
+        )

sale_timesheet_costs_revenues/pyproject.toml

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

sale_timesheet_costs_revenues/readme/CONTRIBUTORS.md

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+- [Innovara](https://innovara.tech):
+  - Manuel Fombuena \<mfombuena@innovara.tech\>

sale_timesheet_costs_revenues/readme/DESCRIPTION.md

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+A pivot report of **billed and unbilled timesheet value** for time-and-material
+projects, alongside the cost of the time logged.
+
+For each project and period it shows the hours logged, their cost, and the
+billable value of that time, split into what is still **to invoice** and what
+has already been **invoiced**, so you can see how much delivered work is still
+waiting to be billed and whether it is profitable.
+
+It is inspired by the *Project Costs and Revenues* report that was available
+under **Project → Reporting** in Odoo 14.0 and earlier, and removed in later
+versions.

sale_timesheet_costs_revenues/readme/USAGE.md

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+## View
+
+![Sale Timesheet Costs Revenues](../static/img/sale_timesheet_costs_revenues.png)
+
+## Columns
+
+| Column | Meaning |
+|---|---|
+| Timesheet Duration | hours logged on the timesheet |
+| Timesheet Cost | cost of that time (shown negative) |
+| Untaxed Amount to Invoice | billable value of time **not yet** invoiced |
+| Untaxed Amount Invoiced | billable value of time **already** invoiced |
+
+The billable value of a timesheet is its duration — converted into the sale
+order line's unit of measure — times the line's unit price, less the line
+discount. It counts as *to invoice* until the timesheet is linked to an
+invoice, after which it counts as *invoiced*.
+
+## Using the report
+
+The report opens under **Project → Reporting → Timesheet Costs and Revenues**, grouped by
+month, with the **To Invoice** filter on by default so you only see periods that
+still have unbilled time. Clear that filter to see everything, switch on
+**Invoiced** to review what has been billed, and use **Group By** to slice by
+project, customer, sale order, analytic account, product, and more.
+
+## Assumptions
+
+- This is a **time-and-material** report: revenue is only counted for sale order
+  lines whose delivered quantity comes from timesheets. Fixed-price and
+  milestone lines still contribute cost and hours, but no revenue.
+- A **single currency** is assumed — the sale price and timesheet cost are used
+  as-is, with no conversion.
+- **Invoiced** is the same calculation as **to invoice**, flipped once a
+  timesheet is linked to an invoice. It is not read back from the posted invoice
+  line, so it can differ if a price changed or an invoice was edited afterwards.

sale_timesheet_costs_revenues/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_sale_timesheet_costs_revenues_user,sale.timesheet.costs.revenues.user,model_sale_timesheet_costs_revenues,project.group_project_user,1,0,0,0
+access_sale_timesheet_costs_revenues_manager,sale.timesheet.costs.revenues.manager,model_sale_timesheet_costs_revenues,project.group_project_manager,1,0,0,0