APPS
Route Cost & Revenue Accounting 17.0

Route Cost & Revenue Accounting

by Viindoo

4.9

$ 68.91 $ 68.91

v 17.0 0

Live Demo

Lines of Code	248
Technical name	to_geo_routes_account
License	OPL-1
Website	https://viindoo.com/apps/app/17.0/to_geo_routes_account
Required Apps	Invoicing (account) Discuss (mail)
Included Dependencies	Viindoo Unified Routing Framework Viindoo Base API Request Logger

Description
Documentation
License

What it does

This module provides a generic accounting integration layer for geographical routes. Each route can be represented by a dedicated analytic account on a dedicated "Geographical Route" analytic plan, and vendor bills / customer invoices are linked to routes through analytic lines instead of custom fields.

It is designed to be a reusable foundation for vertical modules such as Fleet Planning and Freight Forwarding, which can create route analytic accounts on demand when their own business documents are confirmed.

Key Features

Route-centric analytic structure
- Provides a dedicated "Geographical Route" analytic plan for route analysis.
- Lets each route link to a unique analytic account for cost and revenue tracking by route.
- Protects the route analytic plan from being deleted while it is required by routes.
Safe analytic accounts for routes
- Links analytic accounts back to the routes that use them.
- Prevents deleting analytic accounts that are already required by at least one route.
- Keeps a convenient computed shortcut from analytic account to the main linked route.
Route-linked vendor bills and customer invoices
- Derives route to account move relations from analytic lines posted on the route analytic plan.
- Computes vendor bill and customer invoice counts per route via analytic lines, not custom fields.
- Adds smart buttons on the route form to open related vendor bills and customer invoices with proper filters.
Reusable hooks for vertical modules
- Exposes route._generate_analytic_account_if_not_exists() for fleet, freight or other modules to create route analytic accounts only when their business flows require them.
- Avoids analytic account pollution by generating accounts on demand instead of automatically for all routes.
- Keeps the core integration small, generic and easy to extend in other apps.

Editions Supported

Community Edition
Enterprise Edition

Route Cost & Revenue Accounting (to_geo_routes_account)

Installation

Go to Apps.
Search for to_geo_routes_account.
Click Activate.

Note

to_geo_routes_account extends Viindoo Unified Routing Framework (to_geo_routes) with accounting features. It requires the standard Accounting app (account).

Configuration

Analytic plan for routes

After installation, the module creates a dedicated analytic plan:

Geographical Route analytic plan
Used to represent each route as an Analytic Account (Tài khoản quản trị / tài khoản kế toán quản trị)
Cost and revenue splits on this plan are recorded as Analytic Items (Phát sinh kế toán quản trị)

This plan is protected and cannot be deleted while it is required by routes.

Route form enhancements

On the Route form (model route.route), the module adds:

Field Analytic Account
Smart button Vendor Bills
Smart button Customer Invoices
Optional action Generate Analytic Account (if enabled in the view)

No extra configuration menu is required. Once the module is installed, these fields and buttons appear on routes automatically.

Access rights

Only accounting users (e.g., users in accountant groups) are allowed to generate analytic accounts from routes.
Standard internal users can:
- View the analytic account linked to a route (if they have access)
- Open Vendor Bills and Customer Invoices via smart buttons (according to their usual accounting access rights)

Note

The module does not automatically create analytic accounts for all routes. Analytic accounts are created on demand by vertical modules (Fleet Planning, Freight Forwarding, etc.) or manually via the route action.

Usage – For End Users

Overview

From an end-user perspective, Route Cost & Revenue Accounting allows you to:

Associate each important route with a dedicated Analytic Account.
Track cost and revenue by route using Analytic Items.
Quickly open all Vendor Bills and Customer Invoices related to a route via smart buttons on the route.

Generating route analytic accounts

There are two typical ways a route gets an Analytic Account:

Automatic generation by vertical modules:
- When you confirm a trip, booking, or transport order in a vertical module (e.g. Fleet Planning, Freight), that module can call route._generate_analytic_account_if_not_exists().
- If the route does not yet have an Analytic Account, one is created on the Geographical Route analytic plan.
Manual generation from the route form:
- Open Viindoo Unified Routing Framework - Routes.
- Choose a route.
- Click the Generate Analytic Account action/button (if available).
- The system creates a new Analytic Account for this route if none exists and links it back to the route.

Note

Analytic account names and codes are generated according to the module's rules to avoid duplicates and unnecessary account pollution.

How vendor bills and customer invoices are linked

Route Cost & Revenue Accounting does not add custom route fields directly on Vendor Bills or Customer Invoices. Instead, the link is derived from Analytic Items:

When Vendor Bills or Customer Invoices are posted, analytic distributions can allocate amounts to the route Analytic Account on the Geographical Route plan.
Each analytic distribution line becomes an Analytic Item (Phát sinh kế toán quản trị).
The module scans Analytic Items on the route Analytic Account to find:
- Related Vendor Bills (purchase moves)
- Related Customer Invoices (sale moves)

Routes then show:

Vendor Bills smart button:
- Opens only bills whose analytic distributions contain Analytic Items on the route Analytic Account.
- Counts are computed from Analytic Items, not from custom fields on account.move.
Customer Invoices smart button:
- Opens only invoices whose analytic distributions contain Analytic Items on the route Analytic Account.
- Counts are computed similarly.

Typical workflow example

A logistics planner confirms a vehicle trip or freight booking for a given route.
The vertical module calls route._generate_analytic_account_if_not_exists() so the route has a dedicated Analytic Account.
Vendor Bills and Customer Invoices are entered as usual in Odoo.
During accounting allocation, the accountant splits amounts into analytic distributions on the Geographical Route plan, selecting the route Analytic Account.
As soon as Analytic Items exist on that account, the route:
- Shows updated Vendor Bill and Customer Invoice counts.
- Allows users to open related bills and invoices via the smart buttons.

Usage – For Accountants

Understanding what is new for accounting

As an accountant, you gain:

A dedicated Analytic Plan for routes.
One Analytic Account per route that matters for cost/revenue tracking.
A clean way to allocate cost and revenue per route using standard analytic distributions, without extra custom fields on accounting moves.

When posting invoices and bills

When you validate Vendor Bills or Customer Invoices:

Use analytic distribution to allocate amounts to:
- The route Analytic Account on the Geographical Route plan.
- Other analytic plans (departments, projects, etc.) as needed.
The module automatically aggregates cost and revenue for each route based on those Analytic Items.

From the Route form you can:

Review how many Vendor Bills and Customer Invoices are linked to the route.
Open each list and drill down to the underlying accounting documents.

Developer Guide

Overview for developers

to_geo_routes_account is designed as a foundation for vertical modules such as:

Fleet planning and trip management
Freight forwarding
Any other module that uses route.route and needs route-based accounting

It provides:

An Analytic Plan dedicated to routes.
A clean link between routes and Analytic Accounts.
Helpers to derive accounting documents from Analytic Items.
Protections to avoid accidental deletion or misuse of route Analytic Accounts.

Creating route analytic accounts on demand

Vertical modules should not create route Analytic Accounts at route creation time. Instead, they should create them when business flows actually require them (e.g. when confirming a trip or booking).

from odoo import models

class FleetTrip(models.Model):
    _inherit = 'fleet.trip'

    def action_confirm(self):
        res = super().action_confirm()
        for trip in self:
            route = trip.route_id
            if route:
                route._generate_analytic_account_if_not_exists()
        return res

Best practices:

Call _generate_analytic_account_if_not_exists() only when the route is truly used in operations.
Do not call it in route create() or write() just because a route exists in the database.
Do not create Analytic Accounts manually in your module; always delegate to the route helper.

Allocating costs and revenues by route

To make a cost or revenue visible on a route:

Ensure there is an Analytic Item on the Geographical Route plan.
This Analytic Item must point to the route Analytic Account.

The module provides helpers on account.analytic.line:

_get_analytic_plan_geo_route()
- Returns the route analytic plan record.
_get_route_account_column_name()
- Returns the column name that should hold the route Analytic Account on the analytic line (used for automatic assignment and filtering).

Example (simplified) for a vertical module creating analytic lines:

analytic_line_model = self.env['account.analytic.line']
route_plan = analytic_line_model._get_analytic_plan_geo_route()
column_name = analytic_line_model._get_route_account_column_name()

analytic_line_vals = {
    'name': 'Route cost allocation',
    'company_id': company.id,
    'date': fields.Date.today(),
    'account_id': route.analytic_account_id.id,
    column_name: route.analytic_account_id.id,
    'amount': -100.0,  # cost
    'move_line_id': move_line.id,
}
analytic_line_model.create(analytic_line_vals)

Once these Analytic Items exist, the module automatically:

Computes the link between routes and Vendor Bills / Customer Invoices.
Updates the smart buttons and counts on the route.

Extending or reusing smart buttons

RouteRoute (model route.route) provides:

account_move_ids: Many2many to account.move listing all moves found via route Analytic Items.
bill_count: number of Vendor Bills related to the route.
invoice_count: number of Customer Invoices related to the route.
action_view_vendor_bills(): opens only vendor bills related to the route.
action_view_customer_invoices(): opens only customer invoices related to the route.
action_generate_analytic_account(): generates route Analytic Account (with access control).

You can:

Reuse these actions in custom menus or dashboards.
Override them in your vertical module if you need to extend the domains or add extra context keys.

Analytic plan and account protections

The module hardens analytic data used for routes:

On account.analytic.plan:
- The Geographical Route plan cannot be deleted while it is required for route accounting.
- Deletion attempts raise a clear error message.
On account.analytic.account:
- Each account knows which route.route records use it via route_ids.
- route_id is a computed shortcut to the main route for convenience.
- Attempts to delete an Analytic Account that is required by at least one route will raise a UserError.
- Renaming or archiving may also be restricted depending on the module's rules, to avoid breaking the route/account link.

These protections help keep the route accounting structure consistent across modules.

Best Practices

For users

Only generate route Analytic Accounts for routes that matter for analysis.
Use analytic distributions consistently whenever you want cost/revenue to be visible at route level.
Rely on smart buttons on the route form to navigate to related bills and invoices instead of building custom filters each time.

For developers

Reuse _generate_analytic_account_if_not_exists() instead of creating Analytic Accounts by hand.
Do not add custom route fields directly on accounting moves when the same information can be represented as Analytic Items.
Use the provided helpers on account.analytic.line to keep your analytic structure consistent with this module.
Let this module handle the protections on analytic plans and accounts; avoid bypassing them with sudo() unless you fully understand the impact.

Summary

to_geo_routes_account (Route Cost & Revenue Accounting) provides:

A dedicated analytic structure for route-based cost and revenue analysis.
A clean link between routes, Analytic Accounts (Tài khoản quản trị), and Analytic Items (Phát sinh kế toán quản trị).
Smart buttons and counts on routes for Vendor Bills and Customer Invoices.
Reusable hooks and helpers for vertical modules (Fleet Planning, Freight, and others).

It is the accounting extension of Viindoo Unified Routing Framework, and serves as a common foundation for route-centric analytics across Viindoo logistics solutions.

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