diff --git a/inventory_turnover_report_analysis/README.rst b/inventory_turnover_report_analysis/README.rst new file mode 100755 index 000000000..e646d9bdf --- /dev/null +++ b/inventory_turnover_report_analysis/README.rst @@ -0,0 +1,52 @@ +.. 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: (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..1d7cae387 --- /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 conrollers +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..d8bbe6470 --- /dev/null +++ b/inventory_turnover_report_analysis/__manifest__.py @@ -0,0 +1,51 @@ +# -*- 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': '18.0.1.0.0', + 'summary': """A module for generate inventory turnover analysis report.""", + 'description': """This will helps you to generate inventory turnover + analysis report in pdf, xlsx, list 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', + '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.gif'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/inventory_turnover_report_analysis/conrollers/__init__.py b/inventory_turnover_report_analysis/conrollers/__init__.py new file mode 100644 index 000000000..d28a04b58 --- /dev/null +++ b/inventory_turnover_report_analysis/conrollers/__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/conrollers/inventory_turnover_report_analysis.py b/inventory_turnover_report_analysis/conrollers/inventory_turnover_report_analysis.py new file mode 100644 index 000000000..a6526b0d9 --- /dev/null +++ b/inventory_turnover_report_analysis/conrollers/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..7d0ebe7b8 --- /dev/null +++ b/inventory_turnover_report_analysis/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 08.01.2024 +#### Version 18.0.1.0.0 +##### ADD +- Initial commit for Inventory Turnover Analysis Report diff --git a/inventory_turnover_report_analysis/models/__init__.py b/inventory_turnover_report_analysis/models/__init__.py new file mode 100644 index 000000000..5fc425ae8 --- /dev/null +++ b/inventory_turnover_report_analysis/models/__init__.py @@ -0,0 +1,23 @@ +# -*- 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 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..9a085fcea --- /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): + """Create new model for to see the records in list 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/turnover_graph_analysis.py b/inventory_turnover_report_analysis/models/turnover_graph_analysis.py new file mode 100644 index 000000000..571000e12 --- /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): + """Create new model for to see the records in graph view""" + _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 +access_turnover_graph_analysis,access.turnover.graph.analysis,model_turnover_graph_analysis,base.group_user,1,1,1,1 diff 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Turnover Analysis Report + + + + + + + + + + +
+
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+ Community +
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+ Enterprise +
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+ This will help you to generate inventory turnover analysis report in pdf, xlsx, tree + view and graph view. . +

+

Inventory Turnover Analysis Report +

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Key + Highlights

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+ PDF and XLSX report +
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+ Tree view and graph view analysis +
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+ Inventory Turnover Analysis Report +

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

+ +
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+ +An "Inventory Turnover Analysis Report" + + submenu created under the reporting menu. +

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+ Go to Reporting --> Inventory Turnover Analysis Report +

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+ + +When click on the + + menu +

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+ it will show a wizard for select start date, end date, products, + categories, warehouses and companies. If we not select anything it will + give all records. We can select necessary domains for filter records. + Set default values in fields. We have PDF Report, XLSX Report, View data + and Graph analysis buttons for generate reports. + +

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+ +Select + + values +

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+ +Click on + + PDF Report +

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+ it will generate pdf report and automatically download. +

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+ + +Click on + + + + XLSX Report +

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+ it will generate xlsx report. +

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+ +Click onbutton + + View data . +

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+ it will show records in tree view formate +

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+ +Graph analysis + + + button. +

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

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+ +Change + + + measures. +

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+ +Pie + + + chart. +

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+ +When click on the data + + in graph view. +

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+ that will show the corresponding records in tree view. +

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+ PDF and XLSX report

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+ Tree view and graph view analysis

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+ The module generates inventory turnover reports in both PDF + and XLSX formats, giving insights into product movement and + turnover rates. +

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+ You can analyze the data using the tree view for detailed + lists and the graph view for a visual representation of + inventory turnover. +

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+ The reports can be exported in PDF and XLSX formats, + allowing flexibility in sharing and further analysis. +

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+ Yes, the module allows you to generate both detailed reports + for specific product turnover and summary reports for an + overall view of inventory performance. +

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+ Latest Release 18.0.1.0.0 +

+ + 26th September, 2024 + +
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  • + Initial Commit +
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+ Related Products +

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+ Our Services

+ +
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+ .... +
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+ + + + + + 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..32556672a --- /dev/null +++ b/inventory_turnover_report_analysis/static/src/js/action_manager.js @@ -0,0 +1,17 @@ +/** @odoo-module */ +import { registry } from "@web/core/registry"; +import { download } from "@web/core/network/download"; +import { BlockUI } from "@web/core/ui/block_ui"; +// This function is responsible for generating and downloading an XLSX report. +registry.category("ir.actions.report handlers").add("xlsx", async (action) => { + if (action.report_type === 'xlsx') { + const blockUI = new BlockUI(); + await download({ + url: '/xlsx_reports', + data: action.data, + complete: () => unblockUI, + error: (error) => self.call('crash_manager', 'rpc_error', error), + }); + } +}); + 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..42762a76e --- /dev/null +++ b/inventory_turnover_report_analysis/views/fetch_data_views.xml @@ -0,0 +1,30 @@ + + + + + Turnover Report + ir.actions.act_window + fetch.data + list + new + + + + fetch.data.view.list + fetch.data + + + + + + + + + + + + + + + + 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..c110767c5 --- /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,list + new + + + + turnover.graph.analysis.view.list + 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..2edff945c --- /dev/null +++ b/inventory_turnover_report_analysis/wizard/turnover_report.py @@ -0,0 +1,355 @@ +# -*- 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 json_default +import json + + +class TurnoverReport(models.TransientModel): + """Wizard created for to select date, products, categories, companies and + warehouses. The records are filtered by using this 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=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 list 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': 'list', + '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..0d0f3928a --- /dev/null +++ b/inventory_turnover_report_analysis/wizard/turnover_report_views.xml @@ -0,0 +1,59 @@ + + + + + Report + ir.actions.act_window + turnover.report + form + new + + + + turnover.report.view.form + turnover.report + +
+ + + + + + + + + + + + + + + + + +
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