diff --git a/pos_analysis_report/README.rst b/pos_analysis_report/README.rst new file mode 100644 index 000000000..8e234d2ef --- /dev/null +++ b/pos_analysis_report/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/licence-LGPL--3-green.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +POS Analysis Report +=================== +POS report based on the POS Session + +Configuration +============= +No configuration required + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Credits +------- +Developer: (V18) Manasa T P, 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/pos_analysis_report/__init__.py b/pos_analysis_report/__init__.py new file mode 100644 index 000000000..344cb3aea --- /dev/null +++ b/pos_analysis_report/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import report +from . import wizard diff --git a/pos_analysis_report/__manifest__.py b/pos_analysis_report/__manifest__.py new file mode 100644 index 000000000..0716f399c --- /dev/null +++ b/pos_analysis_report/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': 'POS Analysis Report', + 'version': '18.0.1.0.0', + 'category': 'Point of Sale', + 'summary': 'Users can generate POS reports based on specific POS sessions', + 'description': 'POS report based on the POS Session and the report consist ' + 'of POS Session details with respect to the customer', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': "https://www.cybrosys.com", + 'depends': ['point_of_sale', 'sale'], + 'data': [ + 'security/ir.model.access.csv', + 'wizard/pos_analysis_views.xml', + 'report/pos_analysis_report_views.xml', + 'report/pos_analysis_report_templates.xml' + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/pos_analysis_report/doc/RELEASE_NOTES.md b/pos_analysis_report/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..5530dfb6c --- /dev/null +++ b/pos_analysis_report/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 17.10.2024 +#### Version 18.0.1.0.0 +##### ADD +- Initial commit for POS Analysis Report diff --git a/pos_analysis_report/report/__init__.py b/pos_analysis_report/report/__init__.py new file mode 100644 index 000000000..be5ac99dc --- /dev/null +++ b/pos_analysis_report/report/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import pos_analysis_report diff --git a/pos_analysis_report/report/pos_analysis_report.py b/pos_analysis_report/report/pos_analysis_report.py new file mode 100644 index 000000000..296611533 --- /dev/null +++ b/pos_analysis_report/report/pos_analysis_report.py @@ -0,0 +1,80 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Manasa T P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import api, models + + +class PosAnalysisReport(models.AbstractModel): + """ + This model provides functionality to dynamically generate a + Point of Sale (POS) analysis report in PDF format + """ + _name = 'report.pos_analysis_report.report_pos_analysis' + _description = 'Get pos analysis result as PDF' + + @api.model + def _get_report_values(self, docids, data): + """ + override the method to create custom report with custom values + :param docids: the recordset/ record from which the report + action is invoked + :param data: report data + :return: data and recodsets to be used in the report template + """ + query = """SELECT + pos_session.name AS session, + pos_order.name AS Order_Ref, + pos_order.pos_reference AS receipt_ref, + pos_order.date_order AS order_date, + CASE WHEN res_partner.id IS NULL THEN NULL ELSE + res_partner.name END AS customer, + pos_order.amount_paid AS sub_total, + pos_order.amount_tax AS tax + FROM + pos_session + INNER JOIN + pos_order ON pos_session.id = pos_order.session_id + LEFT JOIN + res_partner ON pos_order.partner_id = res_partner.id""" + where_clause = [] + params = [] + if data['from_date'] and data['to_date']: + where_clause.append("pos_order.date_order BETWEEN %s AND %s") + params.extend([data['from_date'], data['to_date']]) + if data['pos_session_id']: + where_clause.append("pos_session.id = %s") + params.append(data['pos_session_id']) + if data['partner_id']: + where_clause.append("res_partner.id = %s") + params.append(data['partner_id']) + if where_clause: + where_clause_str = " WHERE " + " AND ".join(where_clause) + query += where_clause_str + self.env.cr.execute(query, tuple(params)) + pos_orders = self.env.cr.dictfetchall() + grant_total = sum(pos_order.get('sub_total', 0) + for pos_order in pos_orders) + return { + 'doc_ids': docids, + 'data': data, + 'result': pos_orders, + 'grant_tot': grant_total + } diff --git a/pos_analysis_report/report/pos_analysis_report_templates.xml b/pos_analysis_report/report/pos_analysis_report_templates.xml new file mode 100644 index 000000000..2b60009ae --- /dev/null +++ b/pos_analysis_report/report/pos_analysis_report_templates.xml @@ -0,0 +1,109 @@ + + + + + diff --git a/pos_analysis_report/report/pos_analysis_report_views.xml b/pos_analysis_report/report/pos_analysis_report_views.xml new file mode 100644 index 000000000..d68814da8 --- /dev/null +++ b/pos_analysis_report/report/pos_analysis_report_views.xml @@ -0,0 +1,11 @@ + + + + + Pos Analysis + pos.analysis + qweb-pdf + pos_analysis_report.report_pos_analysis + pos_analysis_report.report_pos_analysis + + diff --git a/pos_analysis_report/security/ir.model.access.csv b/pos_analysis_report/security/ir.model.access.csv 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+
+

+ An Advanced POS Report Based On The POS Session +

+

POS Analysis Report +

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

Key + Highlights

+
+
+
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+ +
+
+ PDF Report +
+

+ Easily generate detailed PDF reports for POS. +

+
+
+
+
+
+ +
+
+ Customizable Reports and Filters +
+

+ Allow users to Filter by POS Session, date and customer for generating reports. +

+
+
+
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+ +
+
+
+ + POS Analysis Report +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
+
+ +
+
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+ + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ POS Advanced Analysis + +

+
+
+

+ Go to POS -> Reporting -> POS Advanced Analysis - Now a wizard will appear on your screen. +

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

+ + Filter Report +

+
+
+

+ Select the POS Session which you want to take the report. You can also select Customer , From Date and To Date. Then Click "Print Pdf" button. Then You will get the corresponding report in PDF. +

+
+
+
+ +
+
+
+
+
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+
+

+ PDF Report + +

+
+
+

+ Now you will get a detailed report of the POS Analysis according to the filter you configured. +

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

+ Generate PDF Reports in POS. +

+
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+ +
+

+ Advanced Filtering Options. +

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

+ Yes, you can filter reports based on different criteria such as custom date ranges, customer and POS sessions. +

+
+
+ +
+ +
+

+ The report will be generated in PDF format. +

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

+ Latest Release 18.0.1.0.0 +

+ + 17th October, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • +
+
+
+
+
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+
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+
+
+ + + + + + +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/pos_analysis_report/wizard/__init__.py b/pos_analysis_report/wizard/__init__.py new file mode 100644 index 000000000..162778856 --- /dev/null +++ b/pos_analysis_report/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Bhagyadev k P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import pos_analysis diff --git a/pos_analysis_report/wizard/pos_analysis.py b/pos_analysis_report/wizard/pos_analysis.py new file mode 100644 index 000000000..2ec9b3796 --- /dev/null +++ b/pos_analysis_report/wizard/pos_analysis.py @@ -0,0 +1,59 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Bhagyadev k P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL 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 (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models +from odoo.exceptions import ValidationError + + +class PosAnalysis(models.TransientModel): + """ + Wizard for configuring POS analysis reports. + """ + _name = 'pos.analysis' + _description = 'Wizard for configuring report' + + from_date = fields.Date( + string='From date', + help='Start date to filter the records') + to_date = fields.Date(string='To Date', + help='End date to filter the records') + pos_session_id = fields.Many2one('pos.session', + string='POS Session', + help='List of pos session to generate ' + 'report') + partner_id = fields.Many2one('res.partner', + string='Customer', + help='List of partner name to generate ' + 'report') + + def action_print_pdf(self): + """Method to Print the report""" + if self.from_date > self.to_date: + raise ValidationError('Start Date must be less than End Date') + data = { + 'from_date': self.from_date, + 'to_date': self.to_date, + 'pos_session_id': self.pos_session_id.id, + 'partner_id': self.partner_id.id, + } + return self.env.ref( + 'pos_analysis_report.action_report_pos_analysis').report_action( + self, data=data) diff --git a/pos_analysis_report/wizard/pos_analysis_views.xml b/pos_analysis_report/wizard/pos_analysis_views.xml new file mode 100644 index 000000000..64a7f5d91 --- /dev/null +++ b/pos_analysis_report/wizard/pos_analysis_views.xml @@ -0,0 +1,45 @@ + + + + + pos.analysis.view.form + pos.analysis + +
+ + + + + + + + + + + + +
+
+
+
+
+ + + POS Analysis + pos.analysis + form + + new + + + +