diff --git a/inventory_turnover_report_analysis/README.rst b/inventory_turnover_report_analysis/README.rst new file mode 100755 index 000000000..2a5f217b4 --- /dev/null +++ b/inventory_turnover_report_analysis/README.rst @@ -0,0 +1,53 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Inventory Turnover Analysis Report +================================== +This will helps you to generate inventory turnover analysis report in pdf, xlsx, tree view and graph view. + +Features +======== +* Retrieve the current stock report in XLS format for the corresponding warehouse. + +Configuration +============= +Nothing to configure. + +License +------- +Affero General Public License, v3.0 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V15) Ahammed Harshad P, + (V16) Syamili K, + (V17) Afra 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_turnover_report_analysis/__init__.py b/inventory_turnover_report_analysis/__init__.py new file mode 100644 index 000000000..7f67fe8de --- /dev/null +++ b/inventory_turnover_report_analysis/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import controllers +from . import models +from . import wizard diff --git a/inventory_turnover_report_analysis/__manifest__.py b/inventory_turnover_report_analysis/__manifest__.py new file mode 100644 index 000000000..b3fa986dd --- /dev/null +++ b/inventory_turnover_report_analysis/__manifest__.py @@ -0,0 +1,52 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'Inventory Turnover Analysis Report', + 'version': '15.0.1.0.0', + 'summary': """A module to generate inventory turnover analysis report.""", + 'description': """This will helps you to generate inventory turnover + analysis report in pdf, xlsx, tree view and graph view.""", + 'category': "Warehouse", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'stock', 'sale', 'purchase'], + 'data': [ + 'security/ir.model.access.csv', + 'views/fetch_data_views.xml', + 'views/turnover_graph_analysis_views.xml', + 'views/stock_quant_views.xml', + 'report/turnover_report_templates.xml', + 'wizard/turnover_report_views.xml', + ], + 'assets': { + 'web.assets_backend': [ + 'inventory_turnover_report_analysis/static/src/js/action_manager.js', + ], + }, + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/inventory_turnover_report_analysis/controllers/__init__.py b/inventory_turnover_report_analysis/controllers/__init__.py new file mode 100644 index 000000000..d28a04b58 --- /dev/null +++ b/inventory_turnover_report_analysis/controllers/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import inventory_turnover_report_analysis diff --git a/inventory_turnover_report_analysis/controllers/inventory_turnover_report_analysis.py b/inventory_turnover_report_analysis/controllers/inventory_turnover_report_analysis.py new file mode 100644 index 000000000..a6526b0d9 --- /dev/null +++ b/inventory_turnover_report_analysis/controllers/inventory_turnover_report_analysis.py @@ -0,0 +1,57 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +import json +from odoo import http +from odoo.http import content_disposition, request +from odoo.tools import html_escape + + +class XLSXReportController(http.Controller): + """From js file it call the url '/xlsx_reports'. """ + @http.route('/xlsx_reports', type='http', auth='user', methods=['POST'], + csrf=False) + def get_report_xlsx(self, model, options, output_format, report_name, **kw): + """Controller function for generate the xlsx report.""" + uid = request.session.uid + report_obj = request.env[model].with_user(uid) + options = json.loads(options) + token = 'dummy-because-api-expects-one' + try: + if output_format == 'xlsx': + response = request.make_response( + None, + headers=[ + ('Content-Type', 'application/vnd.ms-excel'), + ('Content-Disposition', + content_disposition(report_name + '.xlsx')) + ] + ) + report_obj.get_xlsx_report(options, response) + response.set_cookie('fileToken', token) + return response + except Exception as e: + error = { + 'code': 200, + 'message': 'Odoo Server Error', + 'data': http.serialize_exception(e) + } + return request.make_response(html_escape(json.dumps(error))) diff --git a/inventory_turnover_report_analysis/doc/RELEASE_NOTES.md b/inventory_turnover_report_analysis/doc/RELEASE_NOTES.md new file mode 100755 index 000000000..6a8628ee5 --- /dev/null +++ b/inventory_turnover_report_analysis/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 09.07.2024 +#### Version 15.0.1.0.0 +##### ADD +- Initial commit for Inventory Turnover Analysis Report \ No newline at end of file diff --git a/inventory_turnover_report_analysis/models/__init__.py b/inventory_turnover_report_analysis/models/__init__.py new file mode 100644 index 000000000..4443deb87 --- /dev/null +++ b/inventory_turnover_report_analysis/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import fetch_data +from . import stock_quant +from . import turnover_graph_analysis diff --git a/inventory_turnover_report_analysis/models/fetch_data.py b/inventory_turnover_report_analysis/models/fetch_data.py new file mode 100644 index 000000000..046f0a641 --- /dev/null +++ b/inventory_turnover_report_analysis/models/fetch_data.py @@ -0,0 +1,56 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class FetchData(models.Model): + """New model to display the records in a tree view""" + _name = "fetch.data" + _description = "Fetch Data" + + company_id = fields.Many2one('res.company', string="Company", + help="These are the selected companies from " + "the wizard.") + warehouse_id = fields.Many2one('stock.warehouse', string="Warehouse", + help="These are the selected warehouses " + "from the wizard") + product_id = fields.Many2one('product.product', string="Product", + help="Selected all products are listed below.") + category_id = fields.Many2one('product.category', string="Product category", + help="Product category of current product") + opening_stock = fields.Float(string="Opening Stock", + help="Opening stock: Value of stock at " + "the beginning of an accounting period") + closing_stock = fields.Float(string="Closing Stock", + help="Closing Stock: Value of stock at the " + "end of an accounting period.") + average_stock = fields.Float(string="Average Stock", + help="Average stock: Average of opening stock " + "and closing stock") + sale_count = fields.Float(string="Sales Count", + help="Sales count: Total number of product sale") + purchase_count = fields.Float(string="Purchase Count", + help="Purchase count: Total number of " + "product purchased") + turnover_ratio = fields.Float(string="Turnover Ratio", + help="Turnover ratio: It is calculated as " + "'cost of goods sold/average stock'") diff --git a/inventory_turnover_report_analysis/models/stock_quant.py b/inventory_turnover_report_analysis/models/stock_quant.py new file mode 100644 index 000000000..1d8edcd6f --- /dev/null +++ b/inventory_turnover_report_analysis/models/stock_quant.py @@ -0,0 +1,95 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class StockQuant(models.Model): + """Inherit StockQuant to add new fields""" + _inherit = "stock.quant" + + last_count_date = fields.Date(compute='_compute_last_count_date', + help='Last time the Quantity was Updated') + + def _compute_last_count_date(self): + """ Compute the last count date by examining the stock move lines associated with each quant. + """ + self.last_count_date = False + groups = self.env['stock.move.line'].read_group( + [ + ('state', '=', 'done'), + ('is_inventory', '=', True), + ('product_id', 'in', self.product_id.ids), + '|', + ('lot_id', 'in', self.lot_id.ids), + ('lot_id', '=', False), + '|', + ('owner_id', 'in', self.owner_id.ids), + ('owner_id', '=', False), + '|', + ('location_id', 'in', self.location_id.ids), + ('location_dest_id', 'in', self.location_id.ids), + '|', + ('package_id', '=', False), + '|', + ('package_id', 'in', self.package_id.ids), + ('result_package_id', 'in', self.package_id.ids), + ], + ['date:max', 'product_id', 'lot_id', 'package_id', 'owner_id', + 'result_package_id', 'location_id', 'location_dest_id'], + ['product_id', 'lot_id', 'package_id', 'owner_id', + 'result_package_id', 'location_id', 'location_dest_id'], + lazy=False) + + def _update_dict(date_by_quant, key, value): + current_date = date_by_quant.get(key) + if not current_date or value > current_date: + date_by_quant[key] = value + + date_by_quant = {} + for group in groups: + move_line_date = group['date'] + location_id = group['location_id'][0] + location_dest_id = group['location_dest_id'][0] + package_id = group['package_id'] and group['package_id'][0] + result_package_id = group['result_package_id'] and \ + group['result_package_id'][0] + lot_id = group['lot_id'] and group['lot_id'][0] + owner_id = group['owner_id'] and group['owner_id'][0] + product_id = group['product_id'][0] + _update_dict(date_by_quant, ( + location_id, package_id, product_id, lot_id, owner_id), + move_line_date) + _update_dict(date_by_quant, ( + location_dest_id, package_id, product_id, lot_id, owner_id), + move_line_date) + _update_dict(date_by_quant, ( + location_id, result_package_id, product_id, lot_id, owner_id), + move_line_date) + _update_dict(date_by_quant, ( + location_dest_id, result_package_id, product_id, lot_id, owner_id), + move_line_date) + for quant in self: + quant.last_count_date = date_by_quant.get((quant.location_id.id, + quant.package_id.id, + quant.product_id.id, + quant.lot_id.id, + quant.owner_id.id)) diff --git a/inventory_turnover_report_analysis/models/turnover_graph_analysis.py b/inventory_turnover_report_analysis/models/turnover_graph_analysis.py new file mode 100644 index 000000000..27d72f818 --- /dev/null +++ b/inventory_turnover_report_analysis/models/turnover_graph_analysis.py @@ -0,0 +1,56 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class TurnoverGraphAnalysis(models.Model): + """Class TurnoverGraphAnalysis represents the model for graphical analysis of the report""" + _name = "turnover.graph.analysis" + _description = "Turnover Graph Analysis" + + company_id = fields.Many2one('res.company', string="Company", + help="These are the selected companies from " + "the wizard.") + warehouse_id = fields.Many2one('stock.warehouse', string="Warehouse", + help="These are the selected warehouses " + "from the wizard") + product_id = fields.Many2one('product.product', string="Product", + help="Selected all products are listed below.") + category_id = fields.Many2one('product.category', string="Product category", + help="Product category of current product") + opening_stock = fields.Float(string="Opening Stock", + help="Opening stock: Value of stock at " + "the beginning of an accounting period") + closing_stock = fields.Float(string="Closing Stock", + help="Closing Stock: Value of stock at the " + "end of an accounting period.") + average_stock = fields.Float(string="Average Stock", + help="Average stock: Average of opening stock " + "and closing stock") + sale_count = fields.Float(string="Sales Count", + help="Sales count: Total number of product sale") + purchase_count = fields.Float(string="Purchase Count", + help="Purchase count: Total number of " + "product purchased") + turnover_ratio = fields.Float(string="Turnover Ratio", + help="Turnover ratio: It is calculated as " + "'cost of goods sold/average stock'") diff --git a/inventory_turnover_report_analysis/report/turnover_report_templates.xml b/inventory_turnover_report_analysis/report/turnover_report_templates.xml new file mode 100644 index 000000000..94661cc12 --- /dev/null +++ b/inventory_turnover_report_analysis/report/turnover_report_templates.xml @@ -0,0 +1,66 @@ + + + + + Inventory Turnover Analysis Report + turnover.report + qweb-pdf + inventory_turnover_report_analysis.inventory_pdf_turnover_report + inventory_turnover_report_analysis.inventory_pdf_turnover_report + + report + + + diff --git a/inventory_turnover_report_analysis/security/ir.model.access.csv b/inventory_turnover_report_analysis/security/ir.model.access.csv new file mode 100644 index 000000000..6d9d8dbe1 --- /dev/null +++ b/inventory_turnover_report_analysis/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_turnover_report,access.turnover.report,model_turnover_report,base.group_user,1,1,1,1 +access_fetch_data,access.fetch.data,model_fetch_data,base.group_user,1,1,1,1 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo SH +
+
+
+ +
+
+
+ +

+ Inventory Turnover Analysis Report +

+

Generate Inventory Turnover Analysis Report In PDF, XLSX, Tree view And Graph view.

+ + +
+
+
+ + +
+ + +
+
+ +
+

Explore This + Module

+
+ + + + +
+
+ +
+

Overview +

+
+
+
+ Generate inventory turnover analysis reports in various formats: PDF, XLSX, tree view, and graph view. +
+
+ + + +
+
+ +
+

Features +

+
+
+
+
+ + Easily download pdf and xlsx report. +
+
+ + Have tree view and graph view of records. +
+
+
+ + + +
+
+ +
+

Screenshots +

+
+
+
+ +
+

Reporting Menu +

+

Navigate to Inventory > Reporting > Inventory Turnover Analysis Report.

+ +
+ +
+

Report Wizard +

+

When the menu is clicked, a wizard will appear to select start date, end date, products, categories, warehouses and companies. + If no selections are made, all records will be included by default. + Default values are pre-set in the fields for convinience. The wizard allows filtering of the records based on the chosen domain. + Options include generating PDF and XLSX reports, viewing data and performing graph analysis. +

+ +
+ +
+

Select values +

+ +
+
+

Clicking on "PDF REPORT" will generate and automatically download PDF report. +

+ +
+ +
+

Click on "XLSX Report" will generate xlsx report. +

+ +
+ +
+

Click on "View data" button will show records in tree view format. +

+ +
+ +
+

Graphical Analysis +

+

Graph analysis button generate the records in + different graph formate like bar chart, line chart, pie chart etc. + Below shows bar chart view and measures.

+ +
+ +
+

Change measures +

+ +
+ +
+

Pie Chart +

+ +
+ +
+

Graph view to Tree View +

+

When click on the data in graph view that will show + the corresponding records in tree view.

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+ \ No newline at end of file diff --git a/inventory_turnover_report_analysis/static/src/js/action_manager.js b/inventory_turnover_report_analysis/static/src/js/action_manager.js new file mode 100644 index 000000000..67af26ef9 --- /dev/null +++ b/inventory_turnover_report_analysis/static/src/js/action_manager.js @@ -0,0 +1,20 @@ +/** @odoo-module **/ +import {registry} from "@web/core/registry"; +import {download} from "@web/core/network/download"; +var framework = require('web.framework') +var session = require('web.session') + +registry.category("ir.actions.report handlers").add("xlsx", async (action) => { + if (action.report_type === 'xlsx') { + framework.blockUI(); + var def = $.Deferred(); + session.get_file({ + url: '/xlsx_reports', + data: action.data, + success: def.resolve.bind(def), + error: (error) => this.call('crash_manager', 'rpc_error', error), + complete: framework.unblockUI, + }); + return def; + } +}) \ No newline at end of file diff --git a/inventory_turnover_report_analysis/views/fetch_data_views.xml b/inventory_turnover_report_analysis/views/fetch_data_views.xml new file mode 100644 index 000000000..58c1a68ad --- /dev/null +++ b/inventory_turnover_report_analysis/views/fetch_data_views.xml @@ -0,0 +1,30 @@ + + + + + Turnover Report + ir.actions.act_window + fetch.data + tree + new + + + + fetch.data.view.tree + fetch.data + + + + + + + + + + + + + + + + diff --git a/inventory_turnover_report_analysis/views/stock_quant_views.xml b/inventory_turnover_report_analysis/views/stock_quant_views.xml new file mode 100644 index 000000000..3f01ce86f --- /dev/null +++ b/inventory_turnover_report_analysis/views/stock_quant_views.xml @@ -0,0 +1,15 @@ + + + + view.stock.quant.tree.inventory.editable.inherit + stock.quant + + + + + + + + \ No newline at end of file diff --git a/inventory_turnover_report_analysis/views/turnover_graph_analysis_views.xml b/inventory_turnover_report_analysis/views/turnover_graph_analysis_views.xml new file mode 100644 index 000000000..129fb0642 --- /dev/null +++ b/inventory_turnover_report_analysis/views/turnover_graph_analysis_views.xml @@ -0,0 +1,41 @@ + + + + + Turnover Report + ir.actions.act_window + turnover.graph.analysis + graph,tree + new + + + + turnover.graph.analysis.view.tree + turnover.graph.analysis + + + + + + + + + + + + + + + + + + turnover.graph.analysis.view.graph + turnover.graph.analysis + + + + + + + + diff --git a/inventory_turnover_report_analysis/wizard/__init__.py b/inventory_turnover_report_analysis/wizard/__init__.py new file mode 100644 index 000000000..16d19ba21 --- /dev/null +++ b/inventory_turnover_report_analysis/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import turnover_report diff --git a/inventory_turnover_report_analysis/wizard/turnover_report.py b/inventory_turnover_report_analysis/wizard/turnover_report.py new file mode 100644 index 000000000..ae5a96d51 --- /dev/null +++ b/inventory_turnover_report_analysis/wizard/turnover_report.py @@ -0,0 +1,360 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# 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 LESSER GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################# +import io +import xlsxwriter +from odoo import fields, models +from odoo.tools import date_utils +import json + + +class TurnoverReport(models.TransientModel): + """Wizard created for select date, products, categories, companies and + warehouses. The records are filtered by using these fields""" + _name = "turnover.report" + _description = "Turnover Report" + + start_date = fields.Date(string="Start Date", + help="Select inventory start date.") + end_date = fields.Date(string="End Date", + help="Select inventory end date.") + product_ids = fields.Many2many('product.product', + string="Products", + default=lambda self: self.env[ + 'product.product'].search([], limit=1), + help="Select multiple products " + "from the list.") + category_ids = fields.Many2many('product.category', + string="Category", + default=lambda + self: self._default_categ_ids(), + help="Select multiple categories " + "from the list") + warehouse_ids = fields.Many2many('stock.warehouse', + string="Warehouse", + default=lambda + self: self._default_warehouse_ids(), + help="Select multiple warehouses " + "from the list.") + company_ids = fields.Many2many('res.company', string="Company", + default=lambda self: self.env.company, + help="Select multiple companies " + "from the list.") + + def _default_categ_ids(self): + """Return default category to selection field.""" + category = self.env['product.product'].search( + [], limit=1).product_tmpl_id.categ_id + return [(6, 0, [category.id])] if category else [] + + def _default_warehouse_ids(self): + """Return default warehouse to selection field.""" + warehouse = self.env['stock.warehouse'].search([], limit=1) + return [(6, 0, [warehouse.id])] if warehouse else [] + + def action_pdf_report_generate(self): + """Here generate a dictionary of list of datas and that return to a + report action. And it will generate the pdf report. """ + data = { + 'stock_report': self.call_render_report(), + 'start_date': self.start_date, + 'end_date': self.end_date, + } + return (self.env.ref( + 'inventory_turnover_report_analysis.inventory_turnover_report'). + report_action(self, data=data)) + + def action_xlsx_report_generate(self): + """Here generate a dictionary of list of datas and that return to a + report action. And it will generate the xlsx report. """ + data = { + 'stock_report': self.call_render_report(), + 'start_date': self.start_date, + 'end_date': self.end_date, + } + return { + 'type': 'ir.actions.report', + 'data': {'model': 'turnover.report', + 'options': json.dumps(data, + default=date_utils.json_default), + 'output_format': 'xlsx', + 'report_name': 'Inventory Turnover Analysis Report', + }, + 'report_type': 'xlsx', + } + + def get_xlsx_report(self, data, response): + """This function is for create xlsx report""" + output = io.BytesIO() + workbook = xlsxwriter.Workbook(output, {'in_memory': True}) + sheet = workbook.add_worksheet('Inventory Turnover Analysis Report') + head = workbook.add_format({'align': 'center', 'bold': True, + 'font_size': '30px'}) + sheet.set_column('A:A', 30) + sheet.set_column('B:B', 15) + sheet.set_column('C:C', 15) + sheet.set_column('D:D', 15) + sheet.set_column('E:E', 15) + sheet.set_column('F:F', 15) + sheet.set_column('G:G', 15) + sheet.merge_range('A3:G1', 'Inventory Turnover Analysis Report', head) + row = 6 + column = 0 + if data['start_date']: + sheet.write(5, 1, 'Start Date:', workbook.add_format({ + 'align': 'center', 'bold': True})) + sheet.write(5, 2, data['start_date'], workbook.add_format({ + 'align': 'center', 'bold': True})) + row += 1 + if data['end_date']: + sheet.write(5, 4, 'End Date:', workbook.add_format({ + 'align': 'center', 'bold': True})) + sheet.write(5, 5, data['end_date'], workbook.add_format({ + 'align': 'center', 'bold': True})) + row += 1 + head_table = workbook.add_format({'align': 'center', 'bold': True}) + sheet.write(row, column, 'Product', workbook.add_format({ + 'align': 'left', 'bold': True})) + column += 1 + sheet.write(row, column, 'Opening Stock', head_table) + column += 1 + sheet.write(row, column, 'Closing Stock', head_table) + column += 1 + sheet.write(row, column, 'Average Stock', head_table) + column += 1 + sheet.write(row, column, 'Sale count', head_table) + column += 1 + sheet.write(row, column, 'Purchase Count', head_table) + column += 1 + sheet.write(row, column, 'Turnover Ratio', head_table) + for datas in data['stock_report']: + row += 1 + column = 0 + table_body = workbook.add_format({'align': 'center'}) + sheet.write(row, column, datas['product'], workbook.add_format({ + 'align': 'left'})) + column += 1 + sheet.write(row, column, datas['opening_stock'], table_body) + column += 1 + sheet.write(row, column, datas['closing_stock'], table_body) + column += 1 + sheet.write(row, column, datas['average_stock'], table_body) + column += 1 + sheet.write(row, column, datas['sale_count'], table_body) + column += 1 + sheet.write(row, column, datas['purchase_count'], table_body) + column += 1 + sheet.write(row, column, datas['turnover_ratio'], table_body) + workbook.close() + output.seek(0) + response.stream.write(output.read()) + output.close() + + def action_data_fetch(self): + """Here generate a list of dictionary of datas, and from that list + create records. And it will return tree view with created records.""" + self.env['fetch.data'].search([]).unlink() + filtered_records = self.call_render_model() + for rec in filtered_records: + self.env['fetch.data'].create({ + 'company_id': rec['company_id'], + 'warehouse_id': rec['warehouse_id'], + 'product_id': rec['id'], + 'category_id': rec['category_id'], + 'opening_stock': rec['opening_stock'], + 'closing_stock': rec['closing_stock'], + 'average_stock': rec['average_stock'], + 'sale_count': rec['sale_count'], + 'purchase_count': rec['purchase_count'], + 'turnover_ratio': rec['turnover_ratio'], + }) + return { + 'type': 'ir.actions.act_window', + 'view_mode': 'tree', + 'res_model': 'fetch.data', + 'name': 'Turnover Analysis Report', + 'target': 'current', + 'context': {"create": False}, + } + + def action_generate_graph_view(self): + """Here generate a list of dictionary of datas, and from that list + create records. And it will return graph view with created records.""" + self.env['turnover.graph.analysis'].search([]).unlink() + filtered_records = self.call_render_model() + for rec in filtered_records: + self.env['turnover.graph.analysis'].create({ + 'company_id': rec['company_id'], + 'warehouse_id': rec['warehouse_id'], + 'product_id': rec['id'], + 'category_id': rec['category_id'], + 'opening_stock': rec['opening_stock'], + 'closing_stock': rec['closing_stock'], + 'average_stock': rec['average_stock'], + 'sale_count': rec['sale_count'], + 'purchase_count': rec['purchase_count'], + 'turnover_ratio': rec['turnover_ratio'], + }) + return { + 'type': 'ir.actions.act_window', + 'view_mode': 'graph', + 'res_model': 'turnover.graph.analysis', + 'name': 'Turnover Analysis', + 'target': 'current', + 'context': {"create": False}, + } + + def call_render_report(self): + """Function call for get datas to generate PDF and XLSX report, and + return the computed record.""" + stock_report = [] + warehouse = False + last_count_date = False + domain = [] + domain_list = [] + domain.append(('product_id', 'in', + self.product_ids.ids), ) if self.product_ids else None + domain.append(('company_id', 'in', + self.company_ids.ids), ) if self.company_ids else None + domain.append(('product_categ_id', 'in', + self.category_ids.ids), ) if self.category_ids else None + if self.warehouse_ids: + for warehouse in self.warehouse_ids: + domain_list += warehouse.lot_stock_id.search([ + ('location_id', 'child_of', + warehouse.view_location_id.id)]).ids + domain.append(('location_id', 'in', domain_list)) + quants = self.env['stock.quant'].search(domain) + for quant in quants: + closing_stock = 0 + opening_stock = 0 + sales_count = quant.product_id.sales_count + purchase_count = quant.product_id.purchased_product_qty + category_id = quant.product_id.categ_id.complete_name + if quant.location_id.usage == 'internal': + opening_stock += quant.available_quantity + closing_stock += quant.quantity + warehouse = quant.location_id.warehouse_id.name + last_count_date = quant.last_count_date + average_stock = (opening_stock + closing_stock) / 2 + stock_count = sales_count + opening_stock + turnover_ratio = 0 if average_stock == 0 or stock_count == 0 else \ + stock_count / average_stock + turnover = round(turnover_ratio, 2) + name = quant.product_id.display_name + split_name = name.split(']') + product_name = split_name[0] if len(split_name) == 1 else \ + split_name[1] + values = {'id': quant.product_id.id, + 'product': product_name, + 'last_count_date': last_count_date, + 'opening_stock': opening_stock, + 'closing_stock': closing_stock, + 'average_stock': average_stock, + 'sale_count': sales_count, + 'purchase_count': purchase_count, + 'turnover_ratio': turnover, + 'category_id': category_id, + 'company_id': quant.company_id.name, + 'warehouse_id': warehouse} + stock_report.append(values) + return self._date_comparison(stock_report) + + def call_render_model(self): + """Function call for get datas to generate list and graph view, and + return the computed record.""" + stock_report = [] + warehouse = False + last_count_date = False + domain = [] + domain_list = [] + domain.append(('product_id', 'in', + self.product_ids.ids), ) if self.product_ids else None + domain.append(('company_id', 'in', + self.company_ids.ids), ) if self.company_ids else None + domain.append(('product_categ_id', 'in', + self.category_ids.ids), ) if self.category_ids else None + if self.warehouse_ids: + for warehouse in self.warehouse_ids: + domain_list += warehouse.lot_stock_id.search( + [('location_id', 'child_of', + warehouse.view_location_id.id)]).ids + domain.append(('location_id', 'in', domain_list)) + quants = self.env['stock.quant'].search(domain) + for quant in quants: + closing_stock = 0 + opening_stock = 0 + sales_count = quant.product_id.sales_count + purchase_count = quant.product_id.purchased_product_qty + category_id = quant.product_id.categ_id.id + if quant.location_id.usage == 'internal': + opening_stock += quant.available_quantity + closing_stock += quant.quantity + warehouse = quant.location_id.warehouse_id.id + last_count_date = quant.last_count_date + average_stock = (opening_stock + closing_stock) / 2 + stock_count = sales_count + opening_stock + turnover_ratio = 0 if average_stock == 0 or stock_count == 0 else \ + stock_count / average_stock + turnover = round(turnover_ratio, 2) + values = {'id': quant.product_id.id, + 'last_count_date': last_count_date, + 'opening_stock': opening_stock, + 'closing_stock': closing_stock, + 'average_stock': average_stock, + 'sale_count': sales_count, + 'purchase_count': purchase_count, + 'turnover_ratio': turnover, + 'category_id': category_id, + 'company_id': quant.company_id.id, + 'warehouse_id': warehouse} + stock_report.append(values) + return self._date_comparison(stock_report) + + def _date_comparison(self, data): + """Function is for filter data by selected date range.""" + filtered_records = [] + record_dict = {} + for item in data: + key = (item['id'], item['last_count_date']) + if key in record_dict: + record = record_dict[key] + record['opening_stock'] += item['opening_stock'] + record['closing_stock'] += item['closing_stock'] + else: + record_dict[key] = item + for record in record_dict.values(): + record_date = record['last_count_date'] + if ((not self.start_date and not self.end_date) or + (self.start_date and self.end_date and + self.start_date <= self.end_date and + self.start_date <= record_date <= self.end_date) or + (self.start_date and not self.end_date and + record_date >= self.start_date) or + (not self.start_date and self.end_date and + record_date <= self.end_date)): + if record['id'] in filtered_records: + filtered_record = filtered_records[record['id']] + filtered_record['opening_stock'] += record['opening_stock'] + filtered_record['closing_stock'] += record['closing_stock'] + else: + filtered_records.append(record) + return filtered_records diff --git a/inventory_turnover_report_analysis/wizard/turnover_report_views.xml b/inventory_turnover_report_analysis/wizard/turnover_report_views.xml new file mode 100644 index 000000000..eeb7b9d33 --- /dev/null +++ b/inventory_turnover_report_analysis/wizard/turnover_report_views.xml @@ -0,0 +1,71 @@ + + + + + Report + ir.actions.act_window + turnover.report + form + new + + + + turnover.report.view.form + turnover.report + +
+ + + +
+
+ + + + + + + + + + +
+
+
+ +
+
+ + +