+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ +
Hello,
+New sale order '%s' + Created with Discount by '%s' + need your approval on it.
+To Approve, Cancel Order, + Click on the Following + Link: + + Click Me +
+Thank You.
""" % (self.name, + self.env.user.name, + url) + mail_values = { + 'subject': "'%s' Discount Approval Request" % (self.name), + 'body_html': mail_body, + 'email_to': user.partner_id.email, + 'model': 'sale.order', + } + mail_id = self.env['mail.mail'].sudo().create(mail_values) + mail_id.sudo().send() + self.state = 'waiting_for_approval' + for line in self.order_line: + if line.product_id.is_pack: + for record in line.product_id.pack_products_ids: + dest_loc = self.env.ref( + 'stock.stock_location_customers').id + self.env['stock.move'].create({ + 'name': record.product_id.name, + 'product_id': record.product_id.id, + 'product_uom_qty': + record.quantity * line.product_uom_qty, + 'product_uom': record.product_id.uom_id.id, + 'picking_id': self.picking_ids[0].id, + 'location_id': + self.picking_ids.picking_type_id.default_location_src_id.id, + 'location_dest_id': dest_loc, + }) + return res + + @api.model + def create(self, vals): + """Method for generating sequence for quotation """ + res = super(SaleOrder, self).create(vals) + seq_val = self.env.ref( + 'all_in_one_sales_kit.seq_quotation').id + res.quotation_ref = self.env['ir.sequence'].browse( + seq_val).next_by_id() + return res + + def action_waiting_approval(self): + """Method for approving the sale order discount""" + self.approval_user_id = self.env.user.id + self.state = 'sale' + + def action_print_invoice(self): + """Method to print invoice""" + data = self.invoice_ids + return self.env.ref('account.account_invoices').report_action(data) + + @api.model + def get_data(self): + """To get data to the sales dashboard.""" + domain = [('user_id', '=', self.env.user.id)] + quotation = self.env['sale.order'].search( + domain + [('state', '=', 'draft')]) + my_sale_order_templates = self.env['sale.order'].search( + domain + [('state', '=', 'sale')]) + quotation_sent = self.env['sale.order'].search( + domain + [('state', '=', 'sent')]) + quotation_cancel = self.env['sale.order'].search( + domain + [('state', '=', 'cancel')]) + customers = self.env['res.partner'].search([]) + to_invoice = self.env['sale.order'].search( + domain + [('invoice_status', '=', 'to invoice')]) + products = self.env['product.template'].search([]) + return { + 'quotation': len(quotation), + 'my_sale_order_templates': len(my_sale_order_templates), + 'quotation_sent': len(quotation_sent), + 'quotation_cancel': len(quotation_cancel), + 'customers': len(customers), + 'products': len(products), + 'to_invoice': len(to_invoice), + } + + @api.model + def get_value(self, start_date, end_date): + """It is to pass values according to start and end date to the + dashboard.""" + domain = [('user_id', '=', self.env.user.id), + ('date_order', '>=', start_date), + ('date_order', '<=', end_date)] + if start_date and end_date: + quotation = self.env['sale.order'].search( + domain + [('state', '=', 'draft')]) + my_sale_order_templates = self.env['sale.order'].search( + domain + [('state', '=', 'sale')]) + quotation_sent = self.env['sale.order'].search( + domain + [('state', '=', 'sent')]) + quotation_cancel = self.env['sale.order'].search( + domain + [('state', '=', 'cancel')]) + customers = self.env['res.partner'].search([]) + products = self.env['product.template'].search([]) + to_invoice = self.env['sale.order'].search( + domain + [('invoice_status', '=', 'to invoice')]) + elif start_date: + quotation = self.env['sale.order'].search( + domain + [('state', '=', 'draft')]) + my_sale_order_templates = self.env['sale.order'].search( + domain + [('state', '=', 'sale')]) + quotation_sent = self.env['sale.order'].search( + domain + [('state', '=', 'sent')]) + quotation_cancel = self.env['sale.order'].search( + domain + [('state', '=', 'cancel')]) + customers = self.env['res.partner'].search([]) + products = self.env['product.template'].search([]) + to_invoice = self.env['sale.order'].search( + domain + [('invoice_status', '=', 'to invoice')]) + elif end_date: + quotation = self.env['sale.order'].search( + domain + [('state', '=', 'draft')]) + my_sale_order_templates = self.env['sale.order'].search( + domain + [('state', '=', 'sale')]) + quotation_sent = self.env['sale.order'].search( + domain + [('state', '=', 'sent')]) + quotation_cancel = self.env['sale.order'].search( + domain + [('state', '=', 'cancel')]) + customers = self.env['res.partner'].search([]) + products = self.env['product.template'].search([]) + to_invoice = self.env['sale.order'].search( + domain + [('invoice_status', '=', 'to invoice')]) + return { + 'quotation': len(quotation), + 'my_sale_order_templates': len(my_sale_order_templates), + 'quotation_sent': len(quotation_sent), + 'quotation_cancel': len(quotation_cancel), + 'customers': len(customers), + 'products': len(products), + 'to_invoice': len(to_invoice), + } + + @api.model + def get_lead_customer(self): + """Returns customer data to the graph of dashboard""" + lead_template = {} + sale = {} + partner_id = self.env['res.partner'].sudo().search([]) + vals = self.env['sale.order'].sudo().search([ + ]).mapped('partner_id').ids + for record in partner_id: + if record.id in vals: + record.ref = vals.count(record.id) + sale.update({record: vals.count(record.id)}) + sort = dict( + sorted(sale.items(), key=lambda item: item[1], reverse=True)) + out = dict(itertools.islice(sort.items(), 10)) + for count in out: + lead_template[count.name] = out[count] + return { + 'lead_templates': lead_template, + } + + @api.model + def get_lead_product(self): + """Returns product data to the graph of dashboard""" + lead_template = {} + sale = {} + product_id = self.env['product.template'].search([]) + for record in product_id: + sale.update({record: record.sales_count}) + sort = dict( + sorted(sale.items(), key=lambda item: item[1], reverse=True)) + out = dict(itertools.islice(sort.items(), 10)) + for product in out: + lead_template[product.name] = out[product] + return { + 'lead_templates': lead_template, + } + + @api.model + def get_lead_order(self): + """Returns lead sale order data to the graph of dashboard""" + lead_template = {} + sale = {} + order_id = self.env['sale.order'].search([('state', '=', 'sale')]) + for record in order_id: + sale.update({record: record.amount_total}) + sort = dict( + sorted(sale.items(), key=lambda item: item[1], reverse=True)) + out = dict(itertools.islice(sort.items(), 10)) + for order in out: + lead_template[order.name] = out[order] + return { + 'lead_templates': lead_template, + } + + @api.model + def get_my_monthly_comparison(self): + """Returns my monthly sale count data to the graph of dashboard""" + lead_template = {} + sales_order = self.env['sale.order'].search( + [('user_id', '=', self.env.user.id)]) + list = [rec.date_order.month for rec in sales_order] + for i in range(1, 13): + count = list.count(i) + lead_template.update({ + i: count + }) + return { + 'lead_templates': lead_template, + } + + @api.model + def get_sales_team(self): + """Returns sales team data to the graph of dashboard""" + lead_template = {} + sale = {} + sales_team = self.env['crm.team'].search([]) + for record in sales_team: + total = sum(self.env['sale.order'].search( + [('state', '=', 'sale'), + ('team_id', '=', record.id)]).mapped('amount_total')) + sale.update({record: total}) + sort = dict( + sorted(sale.items(), key=lambda item: item[1], reverse=True)) + out = dict(itertools.islice(sort.items(), 10)) + for team in out: + lead_template[team.name] = out[team] + return { + 'lead_templates': lead_template, + } + + @api.model + def get_least_sold(self): + """Returns least sold product data to the graph of dashboard""" + lead_template = {} + sale = {} + product_id = self.env['product.template'].search([]) + for record in product_id: + if record.sales_count != 0: + sale.update({record: record.sales_count}) + sort = dict( + sorted(sale.items(), key=lambda item: item[1], reverse=False)) + out = dict(itertools.islice(sort.items(), 10)) + for product in out: + lead_template[product.name] = out[product] + return { + 'lead_templates': lead_template, + } diff --git a/all_in_one_sales_kit/models/sale_order_line.py b/all_in_one_sales_kit/models/sale_order_line.py new file mode 100644 index 000000000..f4c9c0584 --- /dev/null +++ b/all_in_one_sales_kit/models/sale_order_line.py @@ -0,0 +1,201 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(Invoice Analysis Report
+ ++
| Order Number | +Order Date | +Invoice Number | +Invoice Date | +Amount Invoiced | +Amount Paid | +Amount Due | +
|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total invoiced
+ |
+
+ Total paid:
+ |
+
+ Total due:
+ |
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| Sale | +Date Order | +Customer | +Sales Person + | +Total Qty | +Amount Total | +||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | ++ + | +||||||||||||||||||||||||||||||
| + | + | + | + | Grand Total | ++ |
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| Sale | +Date Order | +Customer | +Company | +Sales Person | +Product Name | +Product Code | +Quantity | +Price Subtotal | +Amount Total | +||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | ++ + | ++ + | ++ + | ++ + | ++ + | +
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| Product | +Category | +Product Code + | +Quantity | +Amount Total | +|||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | +
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| Category | +Qty | +Amount Total | +|||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | +
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| Sales Person | +Total Order | +Total Qty | +Total Amount | +|||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | +|||||||||||||||
+
+
+
+ From:
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Report Type:
+
+ +
| State | +Total Count | +Quantity | +Amount | +||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
+ |
+ + + | ++ + | ++ + | +
+
Sales Profit Report
+ ++
| Order | +Date | +Product | +Quantity | +Cost | +Sale Price | +Profit | +Margin(%) | +
|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total cost
+ |
+
+ Total Price:
+ |
+
+ Total Profit:
+ |
+
+ Total margin:
+ |
+
+
| Order | +Date | +Customer | +Quantity | +Cost | +Sale Price | +Profit | +Margin(%) | +
|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total cost
+ |
+
+ Total Price:
+ |
+
+ Total Profit:
+ |
+
+ Total margin:
+ |
+
| Order | +Date | +Customer | +Product | +Quantity | +Cost | +Sale Price | +Profit | +Margin(%) | +
|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total cost
+ |
+
+ Total Price:
+ |
+
+ Total Profit:
+ |
+
+ Total margin:
+ |
+
| Order | +Date | +Customer | +Product | +Quantity | +Cost | +Sale Price | +Profit | +Margin(%) | +
|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total cost
+ |
+
+ Total Price:
+ |
+
+ Total Profit:
+ |
+
+ Total margin:
+ |
+
Sales Analysis Report
+ +| Order Number | +Order Date | +Sales Person | +Sales Amount | +Amount Paid | +Balance | +
|---|---|---|---|---|---|
| + + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+
|
+ Total Amount
+ |
+
+ Total Paid:
+ |
+
+ Total Balance:
+ |
+
| Order | +Date | +Product | +Quantity | +price | +Discount(%) | +Tax(%) | +Subtotal | +
|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | +
+
+ |
+
+
+ |
+
+
+ |
+ + + | +
+
+ |
+
|
+ Total Quantity
+ |
+
+ Total Price:
+ |
+
+ Total Discount:
+ |
+
+ Subtotal
+ |
+
Sales category Report
+ ++
| Order | +Date | +Product | +Quantity | +UOM | +Price | +Tax(%) | +Subtotal | +Total | +
|---|---|---|---|---|---|---|---|---|
| + + | ++ + | ++ + | +
+
+ |
+ + + | +
+
+ |
+ + + | +
+
+ |
+
+
+ |
+
|
+ Total Quantity
+ |
+
+ Total Price:
+ |
+
+ Total Subtotal:
+ |
+
+ Total Total:
+ |
+
Product Sales Indent Report
+ +| Product | +Quantity | +
|---|---|
| + + | ++ + | +
Hourly Sales Report
+ +| Order Number | +Order Date | +Untaxed Total | +Total | +
|---|---|---|---|
| + + | ++ + | +
+
+ |
+ |
|
+
+ Total Amount
+
+ |
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+
+
+ 
+
+ + Odoo16 All in One Sales Kit
++ This Module Combines A Variety Of Sales Features.
+ +
+
+
+
+ 
+
+
+ + Explore This + Module
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Overview +
+
+
+
+
+
+
+ This module gives features like Sale Order Line Images, Barcode Scan
+ Support,Advanced Sale Reports (Product Profit Report, Sales Invoice
+ Analysis Report, Sales Category Report, Sales Indent Report, Sales
+ Analysis Report, Hourly Sales Report), Product Pack, and Salesperson
+ Signature for Confirm Order are some of the features included in this
+ module. Previous Sale Product Rate, Create Various Sale Order Versions,
+ Create Custom Fields for Sale Orders, Recognise Previous Sales of
+ Products,A separate quotation number,Multiple warehouses in sale order
+ lines, sales order and quotation line views,approval of the sale order
+ discount,sales restrictions for out-of-stock items depending on
+ forecast and stock level,automate the sale process,Sales one-stop
+ report generation,Add more than one item to the quotation,pivot view
+ for partner sales,sale order archive,Dashboard.
+
+
+
+
+ 
+
+
+ + Features +
+
+
+
+
+
+
+
+
+ 
+ Community &
+ Enterprise Support.
+
+
+ Community &
+ Enterprise Support.
+
+
+ Allows you see the product images in sale order line
+ and also allow us to print the product image in the send report.
+
+
+ Allows you see the product images in sale order line
+ and also allow us to print the product image in the send report.
+
+
+ Supports barcode scanning in sales.
+
+
+ Supports barcode scanning in sales.
+
+
+ Helps you to print reports various reports.
+
+
+ Helps you to print reports various reports.
+
+
+ Provides opportunity to sell products in pack.
+
+
+
+ Provides opportunity to sell products in pack.
+
+
+ It allows the salesperson's to add his signature and also available the option for making the validate option in sales visible/invisible based on the salesperson's signature.
+
+
+
+ It allows the salesperson's to add his signature and also available the option for making the validate option in sales visible/invisible based on the salesperson's signature.
+
+
+ It is intended to display the prior sales and purchases of a specific product for a specific partner.
+
+
+
+ It is intended to display the prior sales and purchases of a specific product for a specific partner.
+
+
+ It is intended to display the prior sales of a specific product for a specific partner.
+
+
+
+ It is intended to display the prior sales of a specific product for a specific partner.
+
+
+ A sale order can have various versions that can be seen through the smart tabs inside the sale order.
+
+
+
+ A sale order can have various versions that can be seen through the smart tabs inside the sale order.
+
+
+ A sale order custom field option helps in creating custom fields without coding.
+
+
+
+ A sale order custom field option helps in creating custom fields without coding.
+
+
+ In this each order line of a sale order will have a history button that, when clicked, will open a wizard displaying the sale history of that product for the individual customer selected.
+
+
+ In this each order line of a sale order will have a history button that, when clicked, will open a wizard displaying the sale history of that product for the individual customer selected.
+
+
+
+
+ A separate sequence is added for quotation and sale order.
+
+
+
+ A separate sequence is added for quotation and sale order.
+
+
+ A field warehouses is added in sale order lines and when confirming the order if multiple warehouses are selected then separate delivery orders are created.
+
+
+
+ A field warehouses is added in sale order lines and when confirming the order if multiple warehouses are selected then separate delivery orders are created.
+
+
+ Under order two new menu items are added Sale order lines, Quotation lines.
+
+
+
+ Under order two new menu items are added Sale order lines, Quotation lines.
+
+
+ Adds a field for the user to set the manager for discount approval.
+
+
+
+ Adds a field for the user to set the manager for discount approval.
+
+
+ Based on the quantity on hand and forecasted, this module controls out-of-stock products.
+
+
+
+ Based on the quantity on hand and forecasted, this module controls out-of-stock products.
+
+
+ Options to create and validate invoices automatically.
+
+
+
+ Options to create and validate invoices automatically.
+
+
+ It shows the sales analysis of a company in many aspects such as by order,order details,salesman and so on.
+
+
+
+ It shows the sales analysis of a company in many aspects such as by order,order details,salesman and so on.
+
+
+ Add multiple products to quotation.
+
+
+
+ Add multiple products to quotation.
+
+
+ Display client sales analysis in their view as pivot.
+
+
+
+ Display client sales analysis in their view as pivot.
+
+
+ Option to archive and unarchive sale order.
+
+
+
+ Option to archive and unarchive sale order.
+
+
+ Sales Dashboard.
+
+
+
+ Sales Dashboard.
+
+
+
+ 
+
+
+ + Screenshots +
+
+
+
+
+
+
+
+
+
+ + Sales Dashboard +
++ To filter the tile values, choose a start date and an end + date.
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Sale Order Line Product Images +
++ Go to settings -> Enable Show product image in report under + product catalog to print image in the send report. + We can add product image in order line in sale order. We can + view these images on the quotation send to customer also. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Sales Reports +
++ Different sale analysis reports are available. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Product Pack +
++ Go to products -> Product Pack.We can create new product + packages here. While creating one 'is a pack will be enabled' + also a new page to add products under this pack is + available.From there itself pack price and pack quantity will + be known.While creating a new quotation we can add the product + pack using the button 'Add product pack'. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Salesperson's signature approval +
++ Go to settings -> Enable Sale Document Approve to make + salesperson's signature to confirm sale order.Only after adding + sales person's signature confirm button will become visible. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Previous sales rate and customer product report. +
++ Two new buttons are available to know previous sales rate of a + product and customer product report for a product selected from + the order line. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Sale order versions +
++ Different sale orders versions can be created using the 'create + version' button,and they can be viewed from the smart tab + 'version'.If one of the versions are confirmed the remaining + will automatically move to cancelled state. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Create custom fields +
++ Go to users -> Enable Create custom fields in sale,Go to + sale->configuration -> create fields a wizard to daa features + of new field is shown fill the requirements and apply 'create' + to create custom fields in sale order form view. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Separate sequence for quotation and multiple warehouses. +
++ Quotation sequence is generated while creating a new + quotation.Also in the order lines different warehouses can be + chosen for different products and delivery orders for multiple + warehouses are created separately. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Sale order and quotation line views +
++ Orders -> Quotation line views , this will show all the + quotation lines with product image.Orders -> Order line + views , this will show all the order lines with product image. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Sale order discount approval +
++ Go to users -> Select Sale order discount approval as Discount + approval manager,Go under Discount control enable discount + control , set discount limit in percentage.While confirming a + sale order if the discount is greater than allowed discount + limit then the order moves to waiting for approval state and + the discount approval manager can decide whether to choose or + cancel the order. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+ + Out of stock product restriction,Automate orders,Add multiple + products to quotation +
++ Go to settings -> Choose the grounds on which the stock + restriction should be implemented.While confirming the sale + order if the restriction enabled prevails then error message is + shown.By selecting Add to catalog , we are directed to the + product view and using add quotation button the products are + added to the current sale order lines. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ + Sales pivot view in customer,Sale order archive,Barcode + scanning for sales +
++ Orders -> Customer -> sales smart tab we can get sales analysis + of that customer in pivot view also.Select a sale order -> + Action -> archive by using this we can archive a sale order and + using unarchive option under it, we can unarchive the archived + sale orders.In the filters option we can filter archived sale + orders.Products -> General information we can enter the + product's barcode,and we just need to scan the barcode of the + product to enter the product to sale order line. +
+ + +
+
+
+
+
+
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+ 
+
+
+
+
+
+ 
+
+
+ + Related + Products +
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Our Services +
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Odoo + Customization
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+
+
+ 
+
+
+ + Odoo + Support
+
+
+
+
+ 
+
+
+ + Hire + Odoo + Developer
+
+
+
+
+ 
+
+
+ + Odoo + Integration
+
+
+
+
+
+ 
+
+
+ + Odoo + Migration
+
+
+
+
+ 
+
+
+ + Odoo + Consultancy
+
+
+
+
+ 
+
+
+ + Odoo + Implementation
+
+
+
+ 
+
+
+ + Odoo + Licensing Consultancy
+
+
+
+
+ 
+
+
+ + Our + Industries +
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Trading +
++ Easily procure + and + sell your products
+
+
+
+
+ 
+
+
+ + POS +
++ Easy + configuration + and convivial experience
+
+
+
+
+ 
+
+
+ + Education +
++ A platform for + educational management
+
+
+
+
+ 
+
+
+ + Manufacturing +
++ Plan, track and + schedule your operations
+
+
+
+
+ 
+
+
+ + E-commerce & Website +
++ Mobile + friendly, + awe-inspiring product pages
+
+
+
+
+ 
+
+
+ + Service Management +
++ Keep track of + services and invoice
+
+
+
+
+ 
+
+
+ + Restaurant +
++ Run your bar or + restaurant methodically
+
+
+
+ 
+
+
+ + Hotel Management +
++ An + all-inclusive + hotel management application
+
+
+
+ 
+
+
+ + Support +
+
+
+
diff --git a/all_in_one_sales_kit/static/src/css/sale_report.css b/all_in_one_sales_kit/static/src/css/sale_report.css
new file mode 100644
index 000000000..8809317a0
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/css/sale_report.css
@@ -0,0 +1,148 @@
+.time_range_pr {
+ width: 125px;
+ border: 2px solid #ccc;
+ border-radius: 5px;
+ padding: 10px;
+
+}
+.apply_sale {
+ margin-right: 5px;
+ padding: 4px;
+}
+#apply_filter {
+ margin-right: 25px;
+}
+#pdf, #xlsx, #apply_filter {
+ color: white;
+ background-color: #7c7bad;
+ border-color: #7c7bad;
+}
+a.dropdown-toggle.report-type {
+ margin: 10px;
+}
+.search-Result-Selection {
+ border: 2px solid #ccc;
+ max-width: 360px;
+ min-width: 250px;
+ margin-right: 10px;
+ margin-left: 10px;
+ border-radius: 5px;
+ min-height: 40px;
+}
+.search-Result-Selection:hover{
+ border:2px solid #eaeaea;
+}
+.dropdown-togglereport-type{
+ min-height: 40px;
+ padding-top: 10px;
+}
+.low_case, #report_res {
+ text-transform: capitalize;
+ text-align: center;
+}
+#report_res{
+ padding-right: 3px;
+}
+.print-btns {
+ margin-bottom: 30px;
+}
+.table_pr_head {
+ background-color: #7c7bad;
+ color: #fff;
+ padding: 20px;
+ margin: 20px;
+ height: 57px;
+ width: 100%;
+ border: 1px solid #000;
+}
+tr.pr-line {
+ height: 48px;
+}
+tr.table_pr_head th {
+ font-size: 18px;
+ text-align: center;
+}
+.table_view_sr {
+ overflow-y: scroll;
+ position: relative;
+ height: 500px;
+ max-width: 100%;
+}
+.my_custom_dropdown{
+ min-width:200px;
+ height:150px;
+ padding: 20px;
+}
+.my_custom_dropdown input{
+ height:25px;
+}
+.report_type{
+ min-height: 100px;
+ min-width: 150px;
+ padding: 30px 10px 10px;
+}
+.sub_container_right, .print-btns {
+ display: flex;
+ justify-content: space-around;
+ align-items: center;
+}
+.form-inline {
+ display: flex;
+ flex-direction: row;
+ align-items: center;
+}
+input[type="date"]{
+ font-family: "Roboto Mono",monospace;
+ font-size: 14px;
+ border: none;
+ outline: none;
+ border-radius: 5px;
+}
+@media screen and (max-width: 768px) {
+ .sub_container_right, .print-btns {
+ flex-flow: column;
+ align-items: center;
+ }
+ .sub_container_left {
+ order: 2;
+ margin: 0;
+ }
+ .sub_container_right {
+ flex-flow: row;
+ margin-bottom: 10px;
+ flex-wrap: wrap !important;
+ width: 100%;
+ }
+}
+@media screen and (max-width: 576px) {
+ .apply_filter {
+ width: 100%;
+ position: relative;
+ }
+ #apply_filter {
+ position: absolute;
+ margin: 30px 0 0;
+ top: 50%;
+ left: 50%;
+ -ms-transform: translate(-50%, -50%);
+ transform: translate(-50%, -50%);
+ }
+ #date_chose {
+ margin-bottom: 15px;
+ }
+ .search-Result-Selection {
+ text-align: center;
+ }
+ .sub_container_left {
+ order: 2;
+ display: flex;
+ margin-top: 50px;
+ width: 100%;
+ justify-content: center;
+ align-items: center;
+ flex-wrap: wrap !important;
+ }
+ .sub_container_right {
+ flex-direction: column;
+ }
+}
diff --git a/all_in_one_sales_kit/static/src/img/Products.png b/all_in_one_sales_kit/static/src/img/Products.png
new file mode 100644
index 000000000..5f71b84b6
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/Products.png differ
diff --git a/all_in_one_sales_kit/static/src/img/Quotations-cancel.png b/all_in_one_sales_kit/static/src/img/Quotations-cancel.png
new file mode 100644
index 000000000..d695d3267
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/Quotations-cancel.png differ
diff --git a/all_in_one_sales_kit/static/src/img/Quotations-send.png b/all_in_one_sales_kit/static/src/img/Quotations-send.png
new file mode 100644
index 000000000..45ed3b9e1
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/Quotations-send.png differ
diff --git a/all_in_one_sales_kit/static/src/img/Quotations.png b/all_in_one_sales_kit/static/src/img/Quotations.png
new file mode 100644
index 000000000..8a7c5ec47
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/Quotations.png differ
diff --git a/all_in_one_sales_kit/static/src/img/custmers.png b/all_in_one_sales_kit/static/src/img/custmers.png
new file mode 100644
index 000000000..81d8d5b64
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/custmers.png differ
diff --git a/all_in_one_sales_kit/static/src/img/sales-orders.png b/all_in_one_sales_kit/static/src/img/sales-orders.png
new file mode 100644
index 000000000..50a4e1844
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/sales-orders.png differ
diff --git a/all_in_one_sales_kit/static/src/img/to-invoice.png b/all_in_one_sales_kit/static/src/img/to-invoice.png
new file mode 100644
index 000000000..98ca37d29
Binary files /dev/null and b/all_in_one_sales_kit/static/src/img/to-invoice.png differ
diff --git a/all_in_one_sales_kit/static/src/js/action_manager.js b/all_in_one_sales_kit/static/src/js/action_manager.js
new file mode 100644
index 000000000..623b98b7a
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/js/action_manager.js
@@ -0,0 +1,19 @@
+/** @odoo-module */
+import { registry } from "@web/core/registry";
+import framework from 'web.framework';
+import session from 'web.session';
+
+registry.category("ir.actions.report handlers").add("xlsx", async (action) => {
+ /*It is to pass data to the controller for printing xlsx report.*/
+ if (action.report_type === 'xlsx') {
+ framework.blockUI();
+ var def = $.Deferred();
+ session.get_file({
+ url: '/xlsx_reports',
+ data: action.data,
+ success: def.resolve.bind(def),
+ complete: framework.unblockUI,
+ });
+ return def;
+ }
+});
diff --git a/all_in_one_sales_kit/static/src/js/dashboard.js b/all_in_one_sales_kit/static/src/js/dashboard.js
new file mode 100644
index 000000000..9cef44abb
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/js/dashboard.js
@@ -0,0 +1,484 @@
+odoo.define("all_in_one_sales_kit.dashboard", function (require) {
+ "use strict";
+ var AbstractAction = require('web.AbstractAction');
+ var core = require('web.core');
+ var QWeb = core.qweb;
+ var session = require('web.session');
+ var rpc = require('web.rpc');
+ var self = this;
+ var DashBoard = AbstractAction.extend({
+ contentTemplate: 'DashboardDashboard',
+ events: {
+ 'click .quotation': 'on_dashboard_quotation_action',
+ 'click .my_sale_order': 'on_dashboard_my_sale_order_action',
+ 'click .quotation_sent': 'on_dashboard_quotation_sent_action',
+ 'click .quotation_cancel': 'on_dashboard_quotation_cancel_action',
+ 'click .customers': 'on_dashboard_customers_action',
+ 'click .products': 'on_dashboard_products_action',
+ 'click .to_invoice': 'on_dashboard_to_invoice_action',
+ 'change #start_date': function (e) {
+ /*This function works on change of start date.*/
+ e.stopPropagation();
+ var $target = $(e.target);
+ var values = $target.val();
+ this.onClick_this_values($target.val());
+ },
+ 'change #end_date': function (e) {
+ /*This function works on change of end date.*/
+ e.stopPropagation();
+ var $target = $(e.target);
+ var values = $target.val();
+ this.onClick_this_values($target.val());
+ },
+ },
+ /**
+ * Initializes the object with the given parent and context.
+ *
+ * @param {Object} parent - The parent object.
+ * @param {Object} context - The context object.
+ */
+ init: function (parent, context) {
+ this._super(parent, context);
+ this.dashboards_templates = ['LoginUser', 'MainSection'];
+ },
+ /**
+ * Initializes the object and renders various dashboards and graphs.
+ * Sets the title to 'Dashboard'.
+ *
+ * @returns {Promise} A promise that resolves after the initialization is complete.
+ */
+ start: function () {
+ var self = this;
+ this.set("title", 'Dashboard');
+ return this._super().then(function () {
+ self.render_dashboards();
+ self.render_customer_leads_graph();
+ self.render_product_leads_graph();
+ self.render_quotation_leads_graph();
+ self.render_sales_team_graph();
+ self.render_my_monthly_comparison_graph();
+ self.render_least_sold_graph();
+ });
+ },
+ /**
+ * Executes before the object starts its initialization process.
+ *
+ * @returns {Promise} A promise that resolves after the pre-initialization is complete.
+ */
+ willStart: function () {
+ var self = this;
+ return this._super()
+ },
+ render_dashboards: function () {
+ /*It is to render data to the dashboard*/
+ var self = this;
+ this.fetch_data()
+ var templates = []
+ var templates = ['LoginUser', 'MainSection'];
+ _.each(templates, function (template) {
+ self.$('.o_hr_dashboard').append(QWeb.render(template, { widget: self }))
+ });
+ },
+ /**
+ * Fetches data related to sale orders from the server and updates corresponding HTML elements.
+ *
+ * @returns {Promise} A promise that resolves when the data fetching and updates are complete.
+ */
+ fetch_data: function () {
+ var self = this
+ var def1 = this._rpc({
+ model: 'sale.order',
+ method: "get_data",
+ })
+ .then(function (result) {
+ $('#quotation_templates').append('' + result.quotation + '');
+ $('#my_sale_order_templates').append('' + result.my_sale_order_templates + '');
+ $('#quotation_sent').append('' + result.quotation_sent + '');
+ $('#quotation_cancel').append('' + result.quotation_cancel + '');
+ $('#customers').append('' + result.customers + '');
+ $('#products').append('' + result.products + '');
+ $('#to_invoice').append('' + result.to_invoice + '');
+ });
+ },
+ on_dashboard_quotation_action: function (ev) {
+ /*This is to get quotation data according to the filters.*/
+ var start_date = this.$('#start_date').val()
+ var end_date = this.$('#end_date').val()
+ if (start_date && end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'draft'], ['date_order', '>=', start_date], ['date_order', '<=', end_date]]
+ }
+ else if (start_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'draft'], ['date_order', '>=', start_date]]
+ }
+ else if (end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'draft'], ['date_order', '<=', end_date]]
+ }
+ else {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'draft']]
+ }
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Quotations',
+ res_model: 'sale.order',
+ views: [[false, 'tree'], [false, 'form']],
+ domain: domain,
+ target: 'current',
+ });
+ },
+ on_dashboard_my_sale_order_action: function (ev) {
+ /*This is to get sale order data according to the filters.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ var start_date = this.$('#start_date').val()
+ var end_date = this.$('#end_date').val()
+ if (start_date && end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sale'], ['date_order', '>=', start_date], ['date_order', '<=', end_date]]
+ }
+ else if (start_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sale'], ['date_order', '>=', start_date]]
+ }
+ else if (end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sale'], ['date_order', '<=', end_date]]
+ }
+ else {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sale']]
+ }
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Sale orders',
+ res_model: 'sale.order',
+ views: [[false, 'tree'], [false, 'form']],
+ domain: domain,
+ target: 'current',
+ });
+ },
+ on_dashboard_quotation_sent_action: function (ev) {
+ /*This is to get quotation sent data according to the filters.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ var start_date = this.$('#start_date').val()
+ var end_date = this.$('#end_date').val()
+ if (start_date && end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sent'], ['date_order', '>=', start_date], ['date_order', '<=', end_date]]
+ }
+ else if (start_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sent'], ['date_order', '>=', start_date]]
+ }
+ else if (end_date) {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sent'], ['date_order', '<=', end_date]]
+ }
+ else {
+ var domain = [['user_id', '=', session.uid], ['state', '=', 'sent']]
+ }
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Quotations Sent',
+ res_model: 'sale.order',
+ views: [[false, 'tree'], [false, 'form']],
+ domain: domain,
+ target: 'current',
+ });
+ },
+ on_dashboard_quotation_cancel_action: function (ev) {
+ /*This is to get quotation cancel data according to the filters.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Quotations Cancel',
+ res_model: 'sale.order',
+ views: [[false, 'tree'], [false, 'form']],
+ domain: [['user_id', '=', session.uid], ['state', '=', 'cancel']],
+ target: 'current',
+ });
+ },
+ on_dashboard_customers_action: function (ev) {
+ /*This is to get customers.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Customers',
+ res_model: 'res.partner',
+ views: [[false, 'kanban'], [false, 'tree'], [false, 'form']],
+ target: 'current',
+ });
+ },
+ on_dashboard_to_invoice_action: function (ev) {
+ /*This is to get quotation
+ to be invoiced data according to the filters.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ var start_date = this.$('#start_date').val()
+ var end_date = this.$('#end_date').val()
+ if (start_date && end_date) {
+ var domain = [['user_id', '=', session.uid], ['invoice_status', '=', 'to invoice'], ['date_order', '>=', start_date], ['date_order', '<=', end_date]]
+ }
+ else if (start_date) {
+ var domain = [['user_id', '=', session.uid], ['invoice_status', '=', 'to invoice'], ['date_order', '>=', start_date]]
+ }
+ else if (end_date) {
+ var domain = [['user_id', '=', session.uid], ['invoice_status', '=', 'to invoice'], ['date_order', '<=', end_date]]
+ }
+ else {
+ var domain = [['user_id', '=', session.uid], ['invoice_status', '=', 'to invoice']]
+ }
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'To invoice',
+ res_model: 'sale.order',
+ views: [[false, 'tree'], [false, 'form']],
+ domain: domain,
+ target: 'current',
+ });
+ },
+ on_dashboard_products_action: function (ev) {
+ /*This is to get products.*/
+ ev.preventDefault();
+ var $action = $(ev.currentTarget);
+ this.do_action({
+ type: 'ir.actions.act_window',
+ name: 'Products',
+ res_model: 'product.template',
+ views: [[false, 'kanban'], [false, 'tree'], [false, 'form']],
+ target: 'current',
+ });
+ },
+ /**
+ * Event handler for a button click, fetching and displaying values based on user input.
+ * Clears existing content in specified HTML elements and updates them with data retrieved from the server.
+ */
+ onClick_this_values() {
+ // Clear existing content in HTML elements
+ this.$('#quotation_templates').empty();
+ this.$('#my_sale_order_templates').empty();
+ this.$('#quotation_sent').empty();
+ this.$('#quotation_cancel').empty();
+ this.$('#customers').empty();
+ this.$('#products').empty();
+ this.$('#to_invoice').empty();
+ var self = this
+ var start_date = this.$('#start_date').val()
+ var end_date = this.$('#end_date').val()
+ // Use rpc.query to fetch data from the server
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_value',
+ args: [start_date, end_date],
+ })
+ .then(function (data) {
+ // Update HTML elements with fetched data
+ $('#quotation_templates').append('' + data.quotation + '');
+ $('#my_sale_order_templates').append('' + data.my_sale_order_templates + '');
+ $('#quotation_sent').append('' + data.quotation_sent + '');
+ $('#quotation_cancel').append('' + data.quotation_cancel + '');
+ $('#customers').append('' + data.customers + '');
+ $('#products').append('' + data.products + '');
+ $('#to_invoice').append('' + data.to_invoice + '');
+
+ })
+ },
+ render_customer_leads_graph: function () {
+ /*This is to show a customer lead graph.*/
+ var self = this;
+ var ctx = self.$("#lead_customer");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_lead_customer',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "doughnut",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+
+ backgroundColor: [
+ 'rgb(255,20,147)',
+ 'rgb(186,85,211)',
+ 'rgb(0,0,255)',
+ 'rgb(0,191,255)',
+ 'rgb(0,206,209)',
+ 'rgb(32,178,170)',
+ 'rgb(173,255,47)',
+ 'rgb(205,92,92)',
+ 'rgb(178,34,34)',
+ 'rgb(0,128,128)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ render_product_leads_graph: function () {
+ /*This is to show a product lead graph.*/
+ var self = this;
+ var ctx = self.$("#lead_product");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_lead_product',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "doughnut",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+
+ backgroundColor: [
+ 'rgb(255, 99, 132)',
+ 'rgb(255, 159, 64)',
+ 'rgb(75, 192, 192)',
+ 'rgb(54, 162, 235)',
+ 'rgb(255, 209, 219)',
+ 'rgb(255, 205, 86)',
+ 'rgb(99, 255, 222)',
+ 'rgb(132, 255, 99)',
+ 'rgb(139, 139, 184)',
+ 'rgb(40, 255, 40)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ render_quotation_leads_graph: function () {
+ /*This is to show lead quotations graph.*/
+ var self = this;
+ var ctx = self.$("#lead_order");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_lead_order',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "bar",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+ label: 'Sale Amount',
+ backgroundColor: [
+ 'rgb(255, 99, 132)',
+ 'rgb(255, 159, 64)',
+ 'rgb(75, 192, 192)',
+ 'rgb(54, 162, 235)',
+ 'rgb(255, 209, 219)',
+ 'rgb(255, 205, 86)',
+ 'rgb(99, 255, 222)',
+ 'rgb(132, 255, 99)',
+ 'rgb(139, 139, 184)',
+ 'rgb(40, 255, 40)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ render_sales_team_graph: function () {
+ /*This is to show sales team graph.*/
+ var self = this;
+ var ctx = self.$("#team");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_sales_team',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "pie",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+ backgroundColor: [
+ 'rgb(25,25,112)',
+ 'rgb(135,206,235)',
+ 'rgb(75, 192, 192)',
+ 'rgb(54, 162, 235)',
+ 'rgb(255, 209, 219)',
+ 'rgb(255, 205, 86)',
+ 'rgb(99, 255, 222)',
+ 'rgb(132, 255, 99)',
+ 'rgb(139, 139, 184)',
+ 'rgb(40, 255, 40)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ render_my_monthly_comparison_graph: function () {
+ /*It is to show monthly sale count graph.*/
+ var self = this;
+ var ctx = self.$("#my_monthly_comparison");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_my_monthly_comparison',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "line",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+ label: 'Quotation Count',
+ backgroundColor: [
+ 'rgb(25,25,112)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ render_least_sold_graph: function () {
+ /*This is to show least sold products graph.*/
+ var self = this;
+ var ctx = self.$("#least_sold");
+ rpc.query({
+ model: 'sale.order',
+ method: 'get_least_sold',
+ args: [],
+ })
+ .then(function (results) {
+ var lead_templates = results.lead_templates;
+ var chart = new Chart(ctx, {
+ type: "bar",
+ data: {
+ labels: Object.keys(lead_templates),
+ datasets: [{
+ label: 'Product Count',
+ backgroundColor: [
+ 'rgb(25,25,112)',
+ 'rgb(135,206,235)',
+ 'rgb(75, 192, 192)',
+ 'rgb(54, 162, 235)',
+ 'rgb(255, 209, 219)',
+ 'rgb(255, 205, 86)',
+ 'rgb(99, 255, 222)',
+ 'rgb(132, 255, 99)',
+ 'rgb(139, 139, 184)',
+ 'rgb(40, 255, 40)',
+ ],
+ data: Object.values(lead_templates),
+ }]
+ },
+ });
+ });
+ },
+ });
+ core.action_registry.add('sale_dashboard', DashBoard);
+ return DashBoard;
+});
diff --git a/all_in_one_sales_kit/static/src/js/sale_report.js b/all_in_one_sales_kit/static/src/js/sale_report.js
new file mode 100644
index 000000000..30d344b11
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/js/sale_report.js
@@ -0,0 +1,231 @@
+odoo.define('all_in_one_sales_kit.sale_report', function(require) {
+ 'use strict';
+ var AbstractAction = require('web.AbstractAction');
+ var core = require('web.core');
+ var rpc = require('web.rpc');
+ var QWeb = core.qweb;
+ var _t = core._t;
+ var time = require('web.time');
+ var framework = require('web.framework');
+ var session = require('web.session');
+ /**
+ * SaleReport class for handling sales report actions.
+ * Extends AbstractAction.
+ *
+ * @property {string} template - The template associated with this action.
+ * @property {Object} events - Event handlers for various HTML elements.
+ * @property {Array} report_lines - Array of report lines.
+ * @property {number|null} wizard_id - ID of the associated wizard or null if not available.
+ */
+ var SaleReport = AbstractAction.extend({
+ template: 'SaleReport',
+ events: {
+ 'click #apply_filter': 'apply_filter',
+ 'click #pdf': 'print_pdf',
+ 'click #xlsx': 'print_xlsx',
+ 'click .view_sale_order': 'button_view_order',
+ 'mousedown div.input-group.date[data-target-input="nearest"]': '_onCalendarIconClick',
+ },
+ /**
+ * Constructor for the SaleReport class.
+ *
+ * @param {Object} parent - The parent object.
+ * @param {Object} action - The action object.
+ */
+ init: function(parent, action) {
+ this._super(parent, action);
+ this.report_lines = action.report_lines;
+ this.wizard_id = action.context.wizard | null;
+ },
+ /**
+ * Method called when the object is started or initialized.
+ * Sets up the initial state, creates a sales report, and loads data.
+ */
+ start: function() {
+ var self = this;
+ self.initial_render = true;
+ rpc.query({
+ model: 'sales.report',
+ method: 'create',
+ args: [{
+ }]
+ }).then(function(res) {
+ self.wizard_id = res;
+ self.load_data(self.initial_render);
+ self.apply_filter();
+ })
+ },
+ _onCalendarIconClick: function(ev) {
+ /*It is to get selected date.*/
+ var $calendarInputGroup = $(ev.currentTarget);
+ var calendarOptions = {
+ minDate: moment({
+ y: 1000
+ }),
+ maxDate: moment().add(200, 'y'),
+ calendarWeeks: true,
+ defaultDate: moment().format(),
+ sideBySide: true,
+ buttons: {
+ showClear: true,
+ showClose: true,
+ showToday: true,
+ },
+ icons: {
+ date: 'fa fa-calendar',
+ },
+ locale: moment.locale(),
+ format: time.getLangDateFormat(),
+ widgetParent: 'body',
+ allowInputToggle: true,
+ };
+ $calendarInputGroup.datetimepicker(calendarOptions);
+ },
+ /**
+ * Loads data for the sales report, including filters and order details.
+ *
+ * @param {boolean} initial_render - Flag indicating whether it's the initial rendering.
+ */
+ load_data: function(initial_render = true) {
+ var self = this;
+ self._rpc({
+ model: 'sales.report',
+ method: 'sale_report',
+ args: [
+ [this.wizard_id]
+ ],
+ }).then(function(datas) {
+ if (initial_render) {
+ self.$('.filter_view_sr').html(QWeb.render('saleFilterView', {
+ filter_data: datas['filters'],
+ }));
+ self.$el.find('.report_type').select2({
+ placeholder: ' Report Type...',
+ });
+ }
+ if (datas['orders'])
+ self.$('.table_view_sr').html(QWeb.render('SaleOrderTable', {
+ filter: datas['filters'],
+ order: datas['orders'],
+ report_lines: datas['report_lines'],
+ main_lines: datas['report_main_line']
+ }));
+ })
+ },
+ print_pdf: function(e) {
+ /*This is to pass data need to print in pdf report*/
+ e.preventDefault();
+ var self = this;
+ var action_title = self._title;
+ self._rpc({
+ model: 'sales.report',
+ method: 'sale_report',
+ args: [
+ [self.wizard_id]
+ ],
+ }).then(function(data) {
+ var action = {
+ 'type': 'ir.actions.report',
+ 'report_type': 'qweb-pdf',
+ 'report_name': 'all_in_one_sales_kit.sale_order_report',
+ 'report_file': 'all_in_one_sales_kit.sale_order_report',
+ 'data': {
+ 'report_data': data
+ },
+ 'context': {
+ 'active_model': 'sales.report',
+ 'landscape': 1,
+ 'sale_order_report': true
+
+ },
+ 'display_name': 'Sale Order',
+ };
+ return self.do_action(action);
+ });
+ },
+ print_xlsx: function() {
+ /*This is to pass data need to print in xlsx report*/
+ var self = this;
+ self._rpc({
+ model: 'sales.report',
+ method: 'sale_report',
+ args: [
+ [self.wizard_id]
+ ],
+ }).then(function(data) {
+ var action = {
+ 'data': {
+ 'model': 'sales.report',
+ 'options': JSON.stringify(data),
+ 'output_format': 'xlsx',
+ 'report_name': 'Sale Report',
+ },
+ };
+ self.downloadXlsx(action);
+ });
+ },
+ downloadXlsx: function (action){
+ /*It is to pass data needed to print xlsx report*/
+ framework.blockUI();
+ session.get_file({
+ url: '/xlsx_reports',
+ data: action.data,
+ complete: framework.unblockUI,
+ error: (error) => this.call('crash_manager', 'rpc_error', error),
+ });
+ },
+ button_view_order: function(event) {
+ /*It is to show the corresponding order on button click*/
+ event.preventDefault();
+ var self = this;
+ var context = {};
+ this.do_action({
+ name: _t("Sale Order"),
+ type: 'ir.actions.act_window',
+ res_model: 'sale.order',
+ view_type: 'form',
+ domain: [
+ ['id', '=', $(event.target).closest('.view_sale_order').attr('id')]
+ ],
+ views: [
+ [false, 'list'],
+ [false, 'form']
+ ],
+ target: 'current'
+ });
+ },
+ apply_filter: function() {
+ /*It is to get data according to the filters applied*/
+ var self = this;
+ self.initial_render = false;
+ var filter_data_selected = {};
+ if (this.$el.find('.datetimepicker-input[name="date_from"]').val()) {
+ filter_data_selected.date_from = moment(this.$el.find('.datetimepicker-input[name="date_from"]').val(), time.getLangDateFormat()).locale('en').format('YYYY-MM-DD');
+ }
+ if (this.$el.find('.datetimepicker-input[name="date_to"]').val()) {
+ filter_data_selected.date_to = moment(this.$el.find('.datetimepicker-input[name="date_to"]').val(), time.getLangDateFormat()).locale('en').format('YYYY-MM-DD');
+ }
+ if ($(".report_type").length) {
+ var report_res = document.getElementById("report_res")
+ filter_data_selected.report_type = $(".report_type")[1].value
+ report_res.value = $(".report_type")[1].value
+ report_res.innerHTML = report_res.value;
+ if ($(".report_type")[1].value == "") {
+ report_res.innerHTML = "report_by_order";
+ }
+ }
+ rpc.query({
+ model: 'sales.report',
+ method: 'write',
+ args: [
+ self.wizard_id, filter_data_selected
+ ],
+ }).then(function(res) {
+ self.initial_render = false;
+ self.load_data(self.initial_render);
+ });
+ },
+ });
+ core.action_registry.add("s_r", SaleReport);
+ return SaleReport;
+});
diff --git a/all_in_one_sales_kit/static/src/scss/dashboard.scss b/all_in_one_sales_kit/static/src/scss/dashboard.scss
new file mode 100644
index 000000000..0d7ec4486
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/scss/dashboard.scss
@@ -0,0 +1,123 @@
+p, span, a, ul, li, button {
+ font-size: inherit;
+ font-weight: inherit;
+ line-height: inherit;
+}
+
+strong {
+ font-weight: 600;
+}
+
+h1, h2, h3, h4, h5, h6 {
+ line-height: 1.5em;
+ font-weight: 500;
+}
+
+strong {
+ font-weight: 400;
+}
+
+div span {
+ font-weight: 400;
+}
+
+:root {
+ /* Primary */
+ --mauve: #7D7EAF;
+
+ /* Light */
+ --mauve-light: #e5e5ef;
+ --mauve-taupe: #B0FFDF;
+}
+.bg-mauve-light {
+ background-color: var(--mauve-taupe);
+}
+.text-mauve {
+ color: var(--mauve);
+}
+.dashboard-card {
+ border-radius: 0.3rem;
+ display: flex;
+ justify-content: left;
+ padding: 1.1rem 1.5rem 1.5rem 1.5rem;
+ margin: 1rem auto;
+ height: 90px;
+}
+
+.dashboard-card__icon-container {
+ height: 50px;
+ width: 50px;
+ border-radius: 15px;
+}
+
+.dashboard-card__icon-container i {
+ font-size: 20px;
+}
+.dashboard-card__details h3 {
+ font-weight: 700;
+ font-size: 1.2rem;
+ text-indent: 20px;
+}
+
+.dashboard-card__details h4 {
+ font-weight: 700;
+ font-size: 1.0rem;
+ margin-top: -3px;
+ text-indent: 20px;
+}
+h2.section-header {
+ font-weight: 500;
+ font-size: 1.5rem;
+}
+.card-shadow {
+ box-shadow: 1px 3px 5px 0px rgba(222, 222, 222, 1);
+}
+.lead_customer{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:left;
+}
+.lead_product{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:right;
+}
+.lead_order{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:left;
+}
+.bar{
+ margin-top:40px;
+}
+.graph{
+ margin-top:40px;
+}
+.team{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:right;
+}
+.my_monthly_comparison{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:right;
+}
+.least_sold{
+ background-color: #f2f2f2;
+ height:500px;
+ width:48%;
+ float:left;
+}
+input, button, select, optgroup, textarea {
+ margin: 0;
+ font-family: inherit;
+ color: grey;
+ font-size: inherit;
+ line-height: inherit;
+}
diff --git a/all_in_one_sales_kit/static/src/xml/dashboard_templates.xml b/all_in_one_sales_kit/static/src/xml/dashboard_templates.xml
new file mode 100644
index 000000000..1f0bbf4cf
--- /dev/null
+++ b/all_in_one_sales_kit/static/src/xml/dashboard_templates.xml
@@ -0,0 +1,201 @@
+
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Quotations
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Sale Orders
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Quotation Sent
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Quotation Cancel
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Customers
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+Products
+
+
+
+
+
+ ![]()
+
+
+
+ + + + +
+To Invoice
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Sale Report
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ | Order | +Date Order | +Customer | +Sales Representative | +Total Qty | +Amount Total | +Note | +
|---|---|---|---|---|---|---|
|
+
+
+
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+
+ | Order | +Date Order | +Customer | +Sales Representative | +Product Code | +Product Name | +Price unit | +Qty | +Price Subtotal | +
|---|---|---|---|---|---|---|---|---|
|
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+
+ | Category | +Product Code | +Product Name | +Qty | +Amount Total | +
|---|---|---|---|---|
|
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+
+ | Category | +Qty | +Amount Total | +
|---|---|---|
|
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+
+ | Sales Representative | +Total Order | +Total Qty | +Total Amount | +
|---|---|---|---|
|
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+ | State | +Total Count | +Quantity | +Amount | +
|---|---|---|---|
|
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+ |
+
+
+
+ ![Product]()
+
+
+
+ -
+
-
+ Price:
+
+ +
+
+
+
+
+
+
+
+
+
+
+ + There is no product pack to show...! +
+
+
+
+
+
+
+
+
+ Show Product Image In Report
+
+ Sale Document Approval
+
+
+
+
+
+
+
+
+
+
+ Enable this field for making the sale orders
+ validate button visible/invisible based on
+ salesperson signature
+
+ Out Of Stock Product Restriction
+
+
+
+
+
+
+
+
+
+
+
+
+ Automate Orders
+
+
+
+
+
+
+
+
+
+
+ Create invoices for sales order
+
+
+
+
+
+
+
+
+
+
+
+ Validate invoices for sales order
+
+
+
+
+
+
+
+
+
+ Print invoices for sales order
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Product:
+
+ Quantity:
+
+ Price
+
+ Sub Total:
+
+
+
+
+
+
+
+
+
+
+
+
+ Product:
+
+ Quantity:
+
+ Price
+
+ Sub Total:
+