diff --git a/inventory_forecast_analysis_report/README.rst b/inventory_forecast_analysis_report/README.rst new file mode 100644 index 000000000..3d4fdf1c7 --- /dev/null +++ b/inventory_forecast_analysis_report/README.rst @@ -0,0 +1,51 @@ +.. image:: https://img.shields.io/badge/licenses-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Inventory Forecast Analysis Report +================================== +* This module helps you to find all the stock quantities like on-hand, + sold, forecasted, pending, minimum and suggested for all the + storable products. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +Gnu Affero General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +* Developer: + (V16) Raveena , + (V17) Anjhana A K , + Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/inventory_forecast_analysis_report/__init__.py b/inventory_forecast_analysis_report/__init__.py new file mode 100644 index 000000000..e0f536e8a --- /dev/null +++ b/inventory_forecast_analysis_report/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models +from . import wizards diff --git a/inventory_forecast_analysis_report/__manifest__.py b/inventory_forecast_analysis_report/__manifest__.py new file mode 100644 index 000000000..4db5883e4 --- /dev/null +++ b/inventory_forecast_analysis_report/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + "name": "Inventory Forecast Analysis Report", + "version": "17.0.1.0.0", + "category": "Warehouse ", + "summary": """Helps to find all the stock quantities""", + "description": """This module allows the user to find all the stock + quantities like onhand, sold, forecasted, pending, minimum and suggested + for all the products.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + "depends": ["stock", "sale_management", "purchase"], + "data": [ + "security/ir.model.access.csv", + "views/forecast_report_views.xml", + "views/product_template_views.xml", + "wizards/forecast_analysis_report_views.xml", + ], + "images": ["static/description/banner.jpg"], + "license": "AGPL-3", + "installable": True, + "auto_install": False, + "application": False, +} diff --git a/inventory_forecast_analysis_report/doc/RELEASE_NOTES.md b/inventory_forecast_analysis_report/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..0e1f8550a --- /dev/null +++ b/inventory_forecast_analysis_report/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 04.03.2024 +#### Version 17.0.1.0.0 +#### ADD + +- Initial Commit for Inventory Forecast Analysis Report diff --git a/inventory_forecast_analysis_report/models/__init__.py b/inventory_forecast_analysis_report/models/__init__.py new file mode 100644 index 000000000..ae1dfe069 --- /dev/null +++ b/inventory_forecast_analysis_report/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import forecast_report +from . import product_template +from . import product_brand diff --git a/inventory_forecast_analysis_report/models/forecast_report.py b/inventory_forecast_analysis_report/models/forecast_report.py new file mode 100644 index 000000000..0676e1ec9 --- /dev/null +++ b/inventory_forecast_analysis_report/models/forecast_report.py @@ -0,0 +1,58 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class ForecastReport(models.TransientModel): + """A Transient model for the inventory forecast analysis report""" + + _name = "forecast.report" + _description = "Stock Forecast Analysis Report" + _rec_name = "product_id" + + product_id = fields.Many2one("product.product", + string="Product", help="Product") + product_category_id = fields.Many2one( + "product.category", string="Category", + help="Category of the product") + product_brand_id = fields.Many2one( + "product.brand", string="Brand", + help="Brand of the product") + supplier_id = fields.Many2one( + "product.supplierinfo", string="Supplier", + help="Supplier of the product") + partner_id = fields.Many2one( + "res.partner", + string="Partner", + related="supplier_id.partner_id", + store=True, + help="Primary supplier of the product",) + location_id = fields.Many2one( + "stock.location", string="Location", + help="Product Location") + sold = fields.Float(string="Sold Qty", help="The qty that is already sold") + on_hand = fields.Float(string="On Hand Qty", + help="On-hand qty of the product") + forecast = fields.Float( + string="Forecasted Qty", help="Forecasted qty of the product") + pending = fields.Float(string="Pending Qty", help="Pending quantity") + minimum = fields.Float(string="Minimum Qty", help="Minimum quantity") + suggested = fields.Float(string="Suggested Qty", help="Suggested quantity") diff --git a/inventory_forecast_analysis_report/models/product_brand.py b/inventory_forecast_analysis_report/models/product_brand.py new file mode 100644 index 000000000..247a97b11 --- /dev/null +++ b/inventory_forecast_analysis_report/models/product_brand.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class ProductBrand(models.Model): + _name = "product.brand" + _description = "Product Brand" + + name = fields.Char( + string='Brand', required=True, + help="Name of the Brand that the product belongs to.") + description = fields.Text(string='Description', + help="Description of the brand") diff --git a/inventory_forecast_analysis_report/models/product_template.py b/inventory_forecast_analysis_report/models/product_template.py new file mode 100644 index 000000000..f92397ba8 --- /dev/null +++ b/inventory_forecast_analysis_report/models/product_template.py @@ -0,0 +1,29 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class ProductTemplate(models.Model): + _inherit = "product.template" + + product_brand_id = fields.Many2one('product.brand', + string="Product Brand", + help="Brand of the Product.") diff --git a/inventory_forecast_analysis_report/security/ir.model.access.csv b/inventory_forecast_analysis_report/security/ir.model.access.csv new file mode 100644 index 000000000..23ef15062 --- /dev/null +++ b/inventory_forecast_analysis_report/security/ir.model.access.csv @@ -0,0 +1,4 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_product_brand,access.product.brand,model_product_brand,base.group_user,1,1,1,1 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+ Community +
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+ Enterprise +
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+ Odoo.sh +
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+

+ Inventory Forecast Analysis Report

+

+ To Find All The Stock Quantities

+ +
+ +
+
+
+
+
+

+ Key Highlights +

+
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+ +
+
+

+ Inventory Forecast Analysis Report

+

This module + helps to find all the stock quantities like + onhand, sold, forecasted, pending, minimum and + suggested + for all the products

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+ You can find the + Forecast Analysis Report menu Under the + Reporting menu of inventory module

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+ + +
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+ You can select the duration of + the report from the report + wizard. You can select from the 10 different + durations.

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+ If a value is set for the parent category, you + will be able to see another field to select the + product category. This field will contain the + subcategories of the selected parent category. + If a product category is set, the report will be + generated based on the products within that + particular category. Otherwise, it will be + generated based on the parent category.

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+ You can select the supplier if you are + generating a report + for a specific supplier, otherwise, left + blank.

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+ You can select the product brand, + if you are generating the + report for a specific brand, otherwise left + blank.

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+ You can select the location if you are + generating a report + for a specific stock location, otherwise, left + blank.

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+ The report, You can view the report with the + fields like product, + category, supplier, brand, location,sold qty, + onhand qty, + forecasted qty, pending qty, minimum qty and + suggested + qty.

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+ + +
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+ You can select a particular Product + category

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+ You can view the report based on selected + category.

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+ You can select a particular product + category.

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+ You can view the report based on selected + supplier.

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+ You can select a particular product brand.

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+ You can view the report based on selected + brand.

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+ You can select a particular location.

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+ You can view the report based on selected + locations.

+
+
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+
+
+
    +
  • + Report for a + specific duration +
  • +
  • + Report by + product category +
  • +
  • + Report by + supplier +
  • + Report by brand +
  • +
  • + Report by stock + location +
  • +
+
+
+
+
+
+
Version + 17.0.1.0.0|Released on: 04th April 2024 +
+

+ + Initial Commit for Inventory Forecast Analysis + Report.

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+ + + + + + diff --git a/inventory_forecast_analysis_report/views/forecast_report_views.xml b/inventory_forecast_analysis_report/views/forecast_report_views.xml new file mode 100644 index 000000000..2d4e1f387 --- /dev/null +++ b/inventory_forecast_analysis_report/views/forecast_report_views.xml @@ -0,0 +1,68 @@ + + + + + forecast.report.view.tree + forecast.report + + + + + + + + + + + + + + + + + + + forecast.report.view.pivot + forecast.report + + + + + + + + + + + + + + + + + forecast.report.view.search + forecast.report + + + + + + + + + + + + + + + + + diff --git a/inventory_forecast_analysis_report/views/product_template_views.xml b/inventory_forecast_analysis_report/views/product_template_views.xml new file mode 100644 index 000000000..b662525f5 --- /dev/null +++ b/inventory_forecast_analysis_report/views/product_template_views.xml @@ -0,0 +1,15 @@ + + + + + product.template.view.form.inherit.inventory.forecast.analysis.report + product.template + + + + + + + + diff --git a/inventory_forecast_analysis_report/wizards/__init__.py b/inventory_forecast_analysis_report/wizards/__init__.py new file mode 100644 index 000000000..7d7a7b92b --- /dev/null +++ b/inventory_forecast_analysis_report/wizards/__init__.py @@ -0,0 +1,21 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Raveena V (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import forecast_analysis_report diff --git a/inventory_forecast_analysis_report/wizards/forecast_analysis_report.py b/inventory_forecast_analysis_report/wizards/forecast_analysis_report.py new file mode 100644 index 000000000..7d905da1e --- /dev/null +++ b/inventory_forecast_analysis_report/wizards/forecast_analysis_report.py @@ -0,0 +1,192 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Anjhana A K (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models, _ +from odoo.exceptions import ValidationError + + +class ForecastAnalysisReport(models.TransientModel): + _name = 'forecast.analysis.report' + _description = 'Forecast Analysis Report' + + parent_category_id = fields.Many2one( + 'product.category', string="Parent Category", + help="Parent category of product") + product_category_id = fields.Many2one( + 'product.category', string="Product Category", + help="Category of the product", + domain="[('parent_id','=',parent_category_id)]") + partner_id = fields.Many2one('res.partner', string="Supplier", + help="Related Partner.") + product_brand_id = fields.Many2one('product.brand', + string="Product Brand", + help="Brand of the Product.") + period = fields.Selection([('1week', 'Last 1 week'), + ('2week', 'Last 2 weeks'), + ('3week', 'Last 3 weeks'), + ('1month', 'Last 1 month'), + ('2months', 'Last 2 months'), + ('3months', 'Last 3 months'), + ('6months', 'Last 6 months'), + ('12months', 'Last 12 months'), + ('24months', 'Last 24 months'), + ('36months', 'Last 36 months'), + ], string='Duration', required=True, + default='3months', + help="The duration of the report. 3 months is " + "the default duration") + location_ids = fields.Many2many('stock.location', + string="Locations", + help="Product locations.") + company_id = fields.Many2one('res.company', + default=lambda self: self.env.company, + string="Company", + help="Company of the Product belongs to.") + + def get_start_date(self, today): + """This function will calculate the start_date with respect to the + period and returns the result""" + res = fields.Date.subtract(today, months=3) + if self.period == '1week': + res = fields.Date.subtract(today, weeks=1) + elif self.period == '2week': + res = fields.Date.subtract(today, weeks=2) + elif self.period == '3week': + res = fields.Date.subtract(today, weeks=3) + elif self.period == '1month': + res = fields.Date.subtract(today, months=1) + elif self.period == '6months': + res = fields.Date.subtract(today, months=6) + elif self.period == '12months': + res = fields.Date.subtract(today, months=12) + elif self.period == '24months': + res = fields.Date.subtract(today, months=24) + elif self.period == '36months': + res = fields.Date.subtract(today, months=36) + elif self.period == '2months': + res = fields.Date.subtract(today, months=2) + elif self.period == '5months': + res = fields.Date.subtract(today, months=5) + return res + + def action_print_report(self): + """This function will generate the report based on the values + on the report wizard and returns the report.""" + previous_report = self.env['forecast.report'].search([]) + previous_report.unlink() if previous_report else False + if (not self.product_category_id and not self.parent_category_id and + not self.partner_id and not self.product_brand_id and + not self.location_ids): + raise ValidationError(_("Data missing")) + domain = [] + if self.parent_category_id and self.product_category_id: + domain += [('categ_id', '=', self.product_category_id.id)] + elif not self.product_category_id and self.parent_category_id: + domain += [('categ_id', '=', self.parent_category_id.id)] + if self.partner_id: + suppliers = self.env['product.supplierinfo'].search( + [('partner_id', '=', self.partner_id.id)]) + domain += [('seller_ids', 'in', suppliers.ids)] + if self.product_brand_id: + domain += [('product_brand_id', '=', self.product_brand_id.id)] + products = self.env['product.product'].search(domain) + product_ids = tuple([product.id for product in products]) + current_date = fields.date.today() + start_date = self.get_start_date(current_date) + query = """ + SELECT sum(sl.product_uom_qty) AS product_uom_qty, + sl.product_id, sum(sl.qty_invoiced) AS qty_invoiced + FROM sale_order_line AS sl + JOIN sale_order AS so ON sl.order_id = so.id + WHERE so.state IN ('sale','done') + AND so.date_order::date >= %s + AND so.date_order::date <= %s + AND sl.product_id in %s + group by sl.product_id""" + params = start_date, current_date, \ + product_ids if product_ids else (0, 0, 0, 0) + self._cr.execute(query, params) + result = self._cr.dictfetchall() + for product in products: + internal_locations = self.env['stock.location'].search( + [('usage', '=', 'internal')]) + locations = self.env['stock.quant'].search([ + ('product_id', '=', product.id), + ('location_id', 'in', internal_locations.ids)]).location_id + for location in self.location_ids if self.location_ids else locations: + stock_quant = self.env['stock.quant'].search([ + ('location_id', '=', location.id), + ('product_id', '=', product.id), + ('write_date', '>=', start_date), + ('write_date', '<=', current_date)]) + available_qty = sum( + [quant.quantity for quant in stock_quant]) + sold = 0 + for sol_product in result: + if sol_product['product_id'] == product.id: + sold = sol_product['qty_invoiced'] + forecasted_qty = product.with_context( + {'warehouse': location.warehouse_id.id}).virtual_available + reorder_qty = self.env['stock.warehouse.orderpoint'].search( + [('product_id', '=', product.id), + ('location_id', '=', location.id)]) + reorder_min = sum( + [qty.product_min_qty for qty in reorder_qty]) + minimum_qty = reorder_min if available_qty < reorder_min else 0 + pending = product.with_context( + {'from_date': start_date, 'to_date': current_date, + 'location_id': location.id}).incoming_qty + suggested = sold - (forecasted_qty + pending + minimum_qty) + if self.partner_id: + supplier = product.seller_ids.filtered( + lambda seller: seller.partner_id == self.partner_id).id + elif not self.partner_id and product.seller_ids: + supplier = product.seller_ids.ids[0] + else: + supplier = False + vals = { + 'sold': sold, + 'product_id': product.id, + 'product_category_id': product.categ_id.id, + 'supplier_id': supplier, + 'product_brand_id': product.product_brand_id.id, + 'on_hand': available_qty, + 'pending': pending, + 'minimum': minimum_qty, + 'suggested': suggested, + 'forecast': forecasted_qty, + 'location_id': location.id + } + self.env['forecast.report'].create(vals) + return { + 'name': 'Forecast Analysis Report', + 'res_model': 'forecast.report', + 'type': 'ir.actions.act_window', + 'view_type': 'form', + 'view_mode': 'tree,form', + 'views': [(self.env.ref('inventory_forecast_analysis_report.' + 'forecast_report_view_tree' + ).id, 'tree'), + (False, 'form'), + (self.env.ref('inventory_forecast_analysis_report.' + 'forecast_report_view_pivot').id, + 'pivot')], + 'target': 'current', + } diff --git a/inventory_forecast_analysis_report/wizards/forecast_analysis_report_views.xml b/inventory_forecast_analysis_report/wizards/forecast_analysis_report_views.xml new file mode 100644 index 000000000..e4d698e60 --- /dev/null +++ b/inventory_forecast_analysis_report/wizards/forecast_analysis_report_views.xml @@ -0,0 +1,64 @@ + + + + + Forecast Analysis Report + forecast.analysis.report + form + new + + + + + + forecast.analysis.report.view.form + forecast.analysis.report + +
+ + + + + + + + + + + + + + + + + + + + + +
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