Purchase & Sale Lines

modules/purchase_trade/purchase.py

@@ -2297,6 +2297,78 @@ class Line(metaclass=PoolMeta):
         'get_premium', setter='set_premium')
     fee_ = fields.Many2One('fee.fee',"Fee")
     pricing_rule = fields.Text("Pricing description")
+    parent_trader = fields.Function(
+        fields.Many2One('party.party', "Trader"), 'get_parent_field')
+    parent_operator = fields.Function(
+        fields.Many2One('party.party', "Operator"), 'get_parent_field')
+    parent_broker = fields.Function(
+        fields.Many2One('party.party', "Broker"), 'get_parent_field')
+    parent_contract_template = fields.Function(
+        fields.Many2One('contract.template', "Contract Template"),
+        'get_parent_field')
+    parent_our_reference = fields.Function(
+        fields.Char("Our Reference"), 'get_parent_field')
+    parent_lc_date = fields.Function(
+        fields.Date("LC date"), 'get_parent_field')
+    parent_product_origin = fields.Function(
+        fields.Char("Origin"), 'get_parent_field')
+    price_component_count = fields.Function(
+        fields.Integer("Components"), 'get_relation_count')
+    pricing_count = fields.Function(
+        fields.Integer("Pricing"), 'get_relation_count')
+    price_summary_count = fields.Function(
+        fields.Integer("Summary"), 'get_relation_count')
+    premium_decomposition_count = fields.Function(
+        fields.Integer("Premium lines"), 'get_relation_count')
+    mtm_count = fields.Function(
+        fields.Integer("MTM"), 'get_relation_count')
+    fee_count = fields.Function(
+        fields.Integer("Fees"), 'get_relation_count')
+    lot_count = fields.Function(
+        fields.Integer("Lots"), 'get_relation_count')
+    derivative_count = fields.Function(
+        fields.Integer("Derivatives"), 'get_relation_count')
+    estimated_date_count = fields.Function(
+        fields.Integer("Estimated dates"), 'get_relation_count')
+    charter_condition_count = fields.Function(
+        fields.Integer("Charter conditions"), 'get_relation_count')
+
+    _parent_field_map = {
+        'parent_trader': 'trader',
+        'parent_operator': 'operator',
+        'parent_broker': 'broker',
+        'parent_contract_template': 'contract_template',
+        'parent_our_reference': 'our_reference',
+        'parent_lc_date': 'lc_date',
+        'parent_product_origin': 'product_origin',
+    }
+    _relation_count_map = {
+        'price_component_count': 'price_components',
+        'pricing_count': 'price_pricing',
+        'price_summary_count': 'price_summary',
+        'premium_decomposition_count': 'premium_decomposition',
+        'mtm_count': 'mtm',
+        'fee_count': 'fees',
+        'lot_count': 'lots',
+        'derivative_count': 'derivatives',
+        'estimated_date_count': 'estimated_date',
+        'charter_condition_count': 'charter_conditions',
+    }
+
+    def get_parent_field(self, name=None):
+        field_name = self._parent_field_map.get(name)
+        if not field_name or not self.purchase:
+            return None
+        value = getattr(self.purchase, field_name, None)
+        if hasattr(value, 'id'):
+            return value.id
+        return value
+
+    def get_relation_count(self, name=None):
+        field_name = self._relation_count_map.get(name)
+        if not field_name:
+            return 0
+        return len(getattr(self, field_name, None) or [])
 
     @classmethod
     def default_unit(cls):

modules/purchase_trade/purchase.xml

@@ -37,11 +37,31 @@ this repository contains the full copyright notices and license terms. -->
             <field name="inherit" ref="purchase.purchase_line_view_form"/>
             <field name="name">purchase_line_form</field>
         </record>
-        <record model="ir.ui.view" id="purchase_line_view_tree_sequence">
-            <field name="model">purchase.line</field>
-            <field name="inherit" ref="purchase.purchase_line_view_tree_sequence"/>
-            <field name="name">purchase_line_tree_sequence</field>
-        </record>
+        <record model="ir.ui.view" id="purchase_line_view_tree_sequence">
+            <field name="model">purchase.line</field>
+            <field name="inherit" ref="purchase.purchase_line_view_tree_sequence"/>
+            <field name="name">purchase_line_tree_sequence</field>
+        </record>
+        <record model="ir.ui.view" id="purchase_line_reporting_view_tree">
+            <field name="model">purchase.line</field>
+            <field name="type">tree</field>
+            <field name="name">purchase_line_reporting_tree</field>
+        </record>
+        <record model="ir.action.act_window" id="act_purchase_line_reporting">
+            <field name="name">Purchase Lines</field>
+            <field name="res_model">purchase.line</field>
+            <field name="domain" eval="[('type', '=', 'line')]" pyson="1"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_purchase_line_reporting_view_tree">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="purchase_line_reporting_view_tree"/>
+            <field name="act_window" ref="act_purchase_line_reporting"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_purchase_line_reporting_view_form">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="purchase_line_view_form"/>
+            <field name="act_window" ref="act_purchase_line_reporting"/>
+        </record>
 
         <record model="ir.action.wizard" id="act_bi">
             <field name="name">🧠 Go to BI</field>
@@ -406,5 +426,11 @@ this repository contains the full copyright notices and license terms. -->
             sequence="16"
             action="act_contract_template_form"
             id="menu_purchase_contract_template_form"/>
+        <menuitem
+            name="Purchase Lines"
+            parent="purchase.menu_purchase"
+            sequence="17"
+            action="act_purchase_line_reporting"
+            id="menu_purchase_line_reporting"/>
     </data>
 </tryton>

modules/purchase_trade/sale.py

@@ -2144,6 +2144,87 @@ class SaleLine(metaclass=PoolMeta):
     finished = fields.Boolean("Mark as finished")
     pricing_rule = fields.Text("Pricing description")
     price_composition = fields.One2Many('price.composition','sale_line',"Price composition")
+    parent_trader = fields.Function(
+        fields.Many2One('party.party', "Trader"), 'get_parent_field')
+    parent_operator = fields.Function(
+        fields.Many2One('party.party', "Operator"), 'get_parent_field')
+    parent_broker = fields.Function(
+        fields.Many2One('party.party', "Broker"), 'get_parent_field')
+    parent_contract_template = fields.Function(
+        fields.Many2One('contract.template', "Contract Template"),
+        'get_parent_field')
+    parent_invoice_party = fields.Function(
+        fields.Many2One('party.party', "Invoice Party"), 'get_parent_field')
+    parent_shipment_party = fields.Function(
+        fields.Many2One('party.party', "Shipment Party"), 'get_parent_field')
+    parent_our_reference = fields.Function(
+        fields.Char("Our Reference"), 'get_parent_field')
+    parent_lc_date = fields.Function(
+        fields.Date("LC date"), 'get_parent_field')
+    parent_product_origin = fields.Function(
+        fields.Char("Origin"), 'get_parent_field')
+    price_component_count = fields.Function(
+        fields.Integer("Components"), 'get_relation_count')
+    pricing_count = fields.Function(
+        fields.Integer("Pricing"), 'get_relation_count')
+    price_summary_count = fields.Function(
+        fields.Integer("Summary"), 'get_relation_count')
+    price_composition_count = fields.Function(
+        fields.Integer("Price composition"), 'get_relation_count')
+    premium_decomposition_count = fields.Function(
+        fields.Integer("Premium lines"), 'get_relation_count')
+    mtm_count = fields.Function(
+        fields.Integer("MTM"), 'get_relation_count')
+    fee_count = fields.Function(
+        fields.Integer("Fees"), 'get_relation_count')
+    lot_count = fields.Function(
+        fields.Integer("Lots"), 'get_relation_count')
+    derivative_count = fields.Function(
+        fields.Integer("Derivatives"), 'get_relation_count')
+    estimated_date_count = fields.Function(
+        fields.Integer("Estimated dates"), 'get_relation_count')
+    charter_condition_count = fields.Function(
+        fields.Integer("Charter conditions"), 'get_relation_count')
+
+    _parent_field_map = {
+        'parent_trader': 'trader',
+        'parent_operator': 'operator',
+        'parent_broker': 'broker',
+        'parent_contract_template': 'contract_template',
+        'parent_invoice_party': 'invoice_party',
+        'parent_shipment_party': 'shipment_party',
+        'parent_our_reference': 'our_reference',
+        'parent_lc_date': 'lc_date',
+        'parent_product_origin': 'product_origin',
+    }
+    _relation_count_map = {
+        'price_component_count': 'price_components',
+        'pricing_count': 'price_pricing',
+        'price_summary_count': 'price_summary',
+        'price_composition_count': 'price_composition',
+        'premium_decomposition_count': 'premium_decomposition',
+        'mtm_count': 'mtm',
+        'fee_count': 'fees',
+        'lot_count': 'lots',
+        'derivative_count': 'derivatives',
+        'estimated_date_count': 'estimated_date',
+        'charter_condition_count': 'charter_conditions',
+    }
+
+    def get_parent_field(self, name=None):
+        field_name = self._parent_field_map.get(name)
+        if not field_name or not self.sale:
+            return None
+        value = getattr(self.sale, field_name, None)
+        if hasattr(value, 'id'):
+            return value.id
+        return value
+
+    def get_relation_count(self, name=None):
+        field_name = self._relation_count_map.get(name)
+        if not field_name:
+            return 0
+        return len(getattr(self, field_name, None) or [])
 
     @classmethod
     def default_finished(cls):

modules/purchase_trade/sale.xml

@@ -13,11 +13,31 @@ this repository contains the full copyright notices and license terms. -->
             <field name="inherit" ref="sale.sale_line_view_form"/>
             <field name="name">sale_line_form</field>
         </record>
-        <record model="ir.ui.view" id="sale_line_view_tree_sequence">
-            <field name="model">sale.line</field>
-            <field name="inherit" ref="sale.sale_line_view_tree_sequence"/>
-            <field name="name">sale_line_tree_sequence</field>
-        </record>
+        <record model="ir.ui.view" id="sale_line_view_tree_sequence">
+            <field name="model">sale.line</field>
+            <field name="inherit" ref="sale.sale_line_view_tree_sequence"/>
+            <field name="name">sale_line_tree_sequence</field>
+        </record>
+        <record model="ir.ui.view" id="sale_line_reporting_view_tree">
+            <field name="model">sale.line</field>
+            <field name="type">tree</field>
+            <field name="name">sale_line_reporting_tree</field>
+        </record>
+        <record model="ir.action.act_window" id="act_sale_line_reporting">
+            <field name="name">Sale Lines</field>
+            <field name="res_model">sale.line</field>
+            <field name="domain" eval="[('type', '=', 'line')]" pyson="1"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_sale_line_reporting_view_tree">
+            <field name="sequence" eval="10"/>
+            <field name="view" ref="sale_line_reporting_view_tree"/>
+            <field name="act_window" ref="act_sale_line_reporting"/>
+        </record>
+        <record model="ir.action.act_window.view" id="act_sale_line_reporting_view_form">
+            <field name="sequence" eval="20"/>
+            <field name="view" ref="sale_line_view_form"/>
+            <field name="act_window" ref="act_sale_line_reporting"/>
+        </record>
 
         <record model="ir.ui.view" id="sale_lot_view_tree_sequence">
             <field name="model">lot.lot</field>
@@ -63,10 +83,16 @@ this repository contains the full copyright notices and license terms. -->
             <field name="action" ref="act_sale_allocations_wizard"/>
         </record>
 
-        <record model="ir.ui.view" id="sale_btb_view_form">
-            <field name="model">sale.sale</field>
-            <field name="type">form</field>
-            <field name="name">sale_btb_form</field>
-        </record>
-    </data>
+        <record model="ir.ui.view" id="sale_btb_view_form">
+            <field name="model">sale.sale</field>
+            <field name="type">form</field>
+            <field name="name">sale_btb_form</field>
+        </record>
+        <menuitem
+            name="Sale Lines"
+            parent="sale.menu_sale"
+            sequence="17"
+            action="act_sale_line_reporting"
+            id="menu_sale_line_reporting"/>
+    </data>
 </tryton>

modules/purchase_trade/tests/test_module.py

@@ -4161,6 +4161,66 @@ class PurchaseTradeTestCase(ModuleTestCase):
             'estimated_date': datetime.date(2026, 5, 1),
         }])])
 
+    def test_purchase_line_reporting_parent_fields_and_counts(self):
+        'purchase line reporting fields mirror parent values and relation counts'
+        PurchaseLine = Pool().get('purchase.line')
+        line = PurchaseLine()
+        line.purchase = Mock(
+            trader=Mock(id=10),
+            operator=Mock(id=11),
+            broker=Mock(id=12),
+            contract_template=Mock(id=13),
+            our_reference='OUR-PUR',
+            lc_date=datetime.date(2026, 5, 2),
+            product_origin='Origin',
+        )
+        line.price_components = [Mock(), Mock()]
+        line.price_pricing = [Mock()]
+        line.mtm = [Mock(), Mock(), Mock()]
+        line.lots = []
+
+        self.assertEqual(line.get_parent_field('parent_trader'), 10)
+        self.assertEqual(line.get_parent_field('parent_operator'), 11)
+        self.assertEqual(
+            line.get_parent_field('parent_contract_template'), 13)
+        self.assertEqual(line.get_parent_field('parent_our_reference'), 'OUR-PUR')
+        self.assertEqual(
+            line.get_relation_count('price_component_count'), 2)
+        self.assertEqual(line.get_relation_count('pricing_count'), 1)
+        self.assertEqual(line.get_relation_count('mtm_count'), 3)
+        self.assertEqual(line.get_relation_count('lot_count'), 0)
+
+    def test_sale_line_reporting_parent_fields_and_counts(self):
+        'sale line reporting fields mirror parent values and relation counts'
+        SaleLine = Pool().get('sale.line')
+        line = SaleLine()
+        line.sale = Mock(
+            trader=Mock(id=20),
+            operator=Mock(id=21),
+            invoice_party=Mock(id=22),
+            shipment_party=Mock(id=23),
+            contract_template=Mock(id=24),
+            our_reference='OUR-SALE',
+            lc_date=datetime.date(2026, 5, 3),
+            product_origin='Origin',
+        )
+        line.price_components = [Mock()]
+        line.price_composition = [Mock(), Mock()]
+        line.price_pricing = []
+        line.fees = [Mock(), Mock(), Mock()]
+
+        self.assertEqual(line.get_parent_field('parent_trader'), 20)
+        self.assertEqual(line.get_parent_field('parent_operator'), 21)
+        self.assertEqual(line.get_parent_field('parent_invoice_party'), 22)
+        self.assertEqual(line.get_parent_field('parent_shipment_party'), 23)
+        self.assertEqual(line.get_parent_field('parent_our_reference'), 'OUR-SALE')
+        self.assertEqual(
+            line.get_relation_count('price_component_count'), 1)
+        self.assertEqual(
+            line.get_relation_count('price_composition_count'), 2)
+        self.assertEqual(line.get_relation_count('pricing_count'), 0)
+        self.assertEqual(line.get_relation_count('fee_count'), 3)
+
     def test_purchase_and_sale_line_keep_explicit_estimated_bl_date(self):
         'new lines keep explicit estimated BL date'
         PurchaseLine = Pool().get('purchase.line')

modules/purchase_trade/view/purchase_line_reporting_tree.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0"?>
+<tree>
+    <field name="purchase" expand="1"/>
+    <field name="purchase_state" widget="badge"
+        badge_colors="draft:#64748b,quotation:#2563eb,confirmed:#16a34a,processing:#f59e0b,done:#0f766e,cancelled:#ef4444,*:#94a3b8"/>
+    <field name="purchase_date"/>
+    <field name="supplier" expand="1"/>
+    <field name="parent_trader" optional="1"/>
+    <field name="parent_operator" optional="1"/>
+    <field name="parent_broker" optional="1"/>
+    <field name="parent_our_reference" optional="1"/>
+    <field name="parent_contract_template" optional="1"/>
+    <field name="parent_lc_date" optional="1"/>
+    <field name="product" expand="1"/>
+    <field name="product_supplier" optional="1"/>
+    <field name="attributes_name" optional="1"/>
+    <field name="parent_product_origin" optional="1"/>
+    <field name="del_period"/>
+    <field name="from_del"/>
+    <field name="to_del"/>
+    <field name="period_at" optional="1"/>
+    <field name="from_location" optional="1"/>
+    <field name="to_location" optional="1"/>
+    <field name="quantity_theorical" symbol="unit"/>
+    <field name="quantity" symbol="unit"/>
+    <field name="actual_quantity" symbol="unit" optional="1"/>
+    <field name="targeted_qt" symbol="unit" optional="1"/>
+    <field name="unit" optional="1"/>
+    <field name="price_type" widget="badge"
+        badge_colors="priced:#16a34a,basis:#2563eb,efp:#8b5cf6,cash:#f59e0b,*:#94a3b8"/>
+    <field name="unit_price"/>
+    <field name="premium" optional="1"/>
+    <field name="amount"/>
+    <field name="currency"/>
+    <field name="progress" widget="progressbar" optional="1"/>
+    <field name="moves_progress" string="Shipping" widget="progressbar" optional="1"/>
+    <field name="invoice_progress" string="Invoicing" widget="progressbar" optional="1"/>
+    <field name="enable_linked_currency" optional="1"/>
+    <field name="linked_price" optional="1"/>
+    <field name="linked_currency" optional="1"/>
+    <field name="linked_unit" optional="1"/>
+    <field name="price_component_count" optional="1"/>
+    <field name="pricing_count" optional="1"/>
+    <field name="price_summary_count" optional="1"/>
+    <field name="premium_decomposition_count" optional="1"/>
+    <field name="mtm_count" optional="1"/>
+    <field name="fee_count" optional="1"/>
+    <field name="lot_count" optional="1"/>
+    <field name="derivative_count" optional="1"/>
+    <field name="estimated_date_count" optional="1"/>
+    <field name="charter_condition_count" optional="1"/>
+    <field name="pricing_rule" optional="1"/>
+    <field name="certif" optional="1"/>
+    <field name="finished" optional="1"/>
+</tree>

modules/purchase_trade/view/sale_line_reporting_tree.xml

@@ -0,0 +1,58 @@
+<?xml version="1.0"?>
+<tree>
+    <field name="sale" expand="1"/>
+    <field name="sale_state" widget="badge"
+        badge_colors="draft:#64748b,quotation:#2563eb,confirmed:#16a34a,processing:#f59e0b,done:#0f766e,cancelled:#ef4444,*:#94a3b8"/>
+    <field name="sale_date"/>
+    <field name="customer" expand="1"/>
+    <field name="parent_invoice_party" optional="1"/>
+    <field name="parent_shipment_party" optional="1"/>
+    <field name="parent_trader" optional="1"/>
+    <field name="parent_operator" optional="1"/>
+    <field name="parent_broker" optional="1"/>
+    <field name="parent_our_reference" optional="1"/>
+    <field name="parent_contract_template" optional="1"/>
+    <field name="parent_lc_date" optional="1"/>
+    <field name="product" expand="1"/>
+    <field name="attributes_name" optional="1"/>
+    <field name="parent_product_origin" optional="1"/>
+    <field name="del_period"/>
+    <field name="from_del"/>
+    <field name="to_del"/>
+    <field name="period_at" optional="1"/>
+    <field name="shipping_date" optional="1"/>
+    <field name="from_location" optional="1"/>
+    <field name="to_location" optional="1"/>
+    <field name="quantity_theorical" symbol="unit"/>
+    <field name="quantity" symbol="unit"/>
+    <field name="actual_quantity" symbol="unit" optional="1"/>
+    <field name="targeted_qt" symbol="unit" optional="1"/>
+    <field name="unit" optional="1"/>
+    <field name="price_type" widget="badge"
+        badge_colors="priced:#16a34a,basis:#2563eb,efp:#8b5cf6,cash:#f59e0b,*:#94a3b8"/>
+    <field name="unit_price"/>
+    <field name="premium" optional="1"/>
+    <field name="amount"/>
+    <field name="currency"/>
+    <field name="progress" widget="progressbar" optional="1"/>
+    <field name="moves_progress" string="Shipping" widget="progressbar" optional="1"/>
+    <field name="invoice_progress" string="Invoicing" widget="progressbar" optional="1"/>
+    <field name="enable_linked_currency" optional="1"/>
+    <field name="linked_price" optional="1"/>
+    <field name="linked_currency" optional="1"/>
+    <field name="linked_unit" optional="1"/>
+    <field name="price_component_count" optional="1"/>
+    <field name="pricing_count" optional="1"/>
+    <field name="price_summary_count" optional="1"/>
+    <field name="price_composition_count" optional="1"/>
+    <field name="premium_decomposition_count" optional="1"/>
+    <field name="mtm_count" optional="1"/>
+    <field name="fee_count" optional="1"/>
+    <field name="lot_count" optional="1"/>
+    <field name="derivative_count" optional="1"/>
+    <field name="estimated_date_count" optional="1"/>
+    <field name="charter_condition_count" optional="1"/>
+    <field name="pricing_rule" optional="1"/>
+    <field name="certif" optional="1"/>
+    <field name="finished" optional="1"/>
+</tree>