diff --git a/base_accounting_kit/__manifest__.py b/base_accounting_kit/__manifest__.py index 6307a78dc..8fa2d7ade 100644 --- a/base_accounting_kit/__manifest__.py +++ b/base_accounting_kit/__manifest__.py @@ -22,7 +22,7 @@ { 'name': 'Odoo 13 Full Accounting Kit', - 'version': '13.0.3.4.3', + 'version': '13.0.4.4.3', 'category': 'Accounting', 'summary': """ Asset and Budget Management, Accounting Reports, PDC, Lock dates, @@ -54,6 +54,8 @@ 'data/followup_levels.xml', 'data/account_asset_data.xml', 'data/recurring_entry_cron.xml', + 'views/assets.xml', + 'views/dashboard_views.xml', 'views/reports_config_view.xml', 'views/accounting_menu.xml', 'views/credit_limit_view.xml', @@ -95,6 +97,9 @@ 'report/account_asset_report_views.xml', 'report/report.xml', ], + 'qweb': [ + 'static/src/xml/template.xml' + ], 'license': 'LGPL-3', 'images': ['static/description/banner.gif'], 'installable': True, diff --git a/base_accounting_kit/doc/changelog.md b/base_accounting_kit/doc/changelog.md index 89995c5d5..34e5820cb 100644 --- a/base_accounting_kit/doc/changelog.md +++ b/base_accounting_kit/doc/changelog.md @@ -39,3 +39,8 @@ #### Version 13.0.3.4.3 #### FIX - Asset depreciation date issue + +#### 12.02.2020 +#### Version 13.0.4.4.3 +#### UPDT +- Dashboard Added diff --git a/base_accounting_kit/models/__init__.py b/base_accounting_kit/models/__init__.py index a9508a82c..9562f352a 100644 --- a/base_accounting_kit/models/__init__.py +++ b/base_accounting_kit/models/__init__.py @@ -32,3 +32,4 @@ from . import product_template from . import recurring_payments from . import res_config_settings from . import res_partner +from . import account_dashboard diff --git a/base_accounting_kit/models/account_dashboard.py b/base_accounting_kit/models/account_dashboard.py new file mode 100644 index 000000000..7aabfc6f7 --- /dev/null +++ b/base_accounting_kit/models/account_dashboard.py @@ -0,0 +1,1806 @@ +# -*- coding: utf-8 -*- + +from odoo import models, fields, api +import datetime +from datetime import datetime +from dateutil.relativedelta import relativedelta +import calendar + + +class DashBoard(models.Model): + _inherit = 'account.move' + + # function to getting expenses + + @api.model + def get_expense_details(self): + + self._cr.execute('''select sum(debit)-sum(credit) as expense ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line , + account_account + where account_move_line.account_id=account_account.id AND internal_group = 'expense' AND + to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') + AND account_move_line.parent_state = 'posted' + group by internal_group,month + order by month desc + ''') + result = self._cr.dictfetchall() + month = list(sorted(set([item['month'] for item in result]))) + incomes = list(filter(lambda i: i['internal_group'] == 'income', result)) + expenses = list(filter(lambda i: i['internal_group'] == 'expense', result)) + inc = [item['amount'] * -1 for item in incomes] + exp = [item['amount'] for item in expenses] + record = { + 'month': month, + 'income': inc, + 'expense': exp + } + return record + + # function to getting expense of this year + + @api.model + def get_ex_this_year(self): + month_list = [] + for i in range(11, -1, -1): + l_month = datetime.now() - relativedelta(months=i) + text = format(l_month, '%B') + month_list.append(text) + + self._cr.execute('''select sum(debit)-sum(credit) as expense ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line , + account_account + where account_move_line.account_id=account_account.id AND internal_group = 'expense' AND + to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') AND account_move_line.parent_state='posted' + group by internal_group,month + ''') + + record = self._cr.dictfetchall() + records = [] + for month in month_list: + this_month = list(filter(lambda r: r['month'].strip() == month, record)) + if not this_month: + records.append({ + 'month': month, + 'expense': 0.0 + }) + else: + records.append(this_month[0]) + labels = [item['month'] for item in records] + expense = [item['expense'] for item in records] + record = { + 'expense': expense, + 'label': labels + } + return record + + # function to getting expense of last year + + @api.model + def get_ex_last_year(self): + month_list = [] + for i in range(11, -1, -1): + l_month = datetime.now() - relativedelta(months=i) + text = format(l_month, '%B') + month_list.append(text) + + self._cr.execute(''' + + select sum(debit)-sum(credit) as expense,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line , + account_account + where Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) -1 AND + account_move_line.account_id=account_account.id AND internal_group = 'expense' + AND account_move_line.parent_state='posted' + group by month, internal_group + ''') + record = self._cr.dictfetchall() + records = [] + for month in month_list: + this_month = list(filter(lambda r: r['month'].strip() == month, record)) + if not this_month: + records.append({ + 'month': month, + 'expense': 0.0 + }) + else: + records.append(this_month[0]) + labels = [item['month'] for item in records] + expense = [item['expense'] for item in records] + record = { + 'expense': expense, + 'label': labels + } + return record + + # function to getting expense of this month + + @api.model + def get_ex_this_month(self): + + day_list = [] + now = datetime.now() + day = calendar.monthrange(now.year, now.month)[1] + for x in range(1, day + 1): + day_list.append(x) + self._cr.execute('''select sum(debit)-sum(credit) as expense ,cast(to_char(account_move_line.date, 'DD')as int) + as date , + internal_group from account_move_line , + account_account + where Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) AND + Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) AND + account_move_line.account_id=account_account.id AND internal_group='expense' + AND account_move_line.parent_state='posted' + group by internal_group,date + ''') + + record = self._cr.dictfetchall() + records = [] + for date in day_list: + last_month = list(filter(lambda m: m['date'] == date, record)) + if not last_month: + records.append({ + 'date': date, + 'expense': 0.0 + }) + else: + records.append(last_month[0]) + labels = [item['date'] for item in records] + series = [item['expense'] for item in records] + record = { + 'expense': series, + 'label': labels + } + return record + + # function to getting expense of last month + + @api.model + def get_ex_last_month(self): + day_list = [] + now = datetime.now() + day = \ + calendar.monthrange(now.year - 1 if now.month == 1 else now.year, + now.month - 1 if not now.month == 1 else 12)[ + 1] + for x in range(1, day + 1): + day_list.append(x) + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute('''select sum(debit)-sum(credit) as expense ,cast(to_char(account_move_line.date, 'DD')as int) + as date , + internal_group from account_move_line , + account_account + where Extract(month FROM account_move_line.date) = ''' + str(one_month_ago) + ''' AND + account_move_line.account_id=account_account.id AND internal_group='expense' + AND account_move_line.parent_state='posted' + group by internal_group,date + ''') + record = self._cr.dictfetchall() + records = [] + for date in day_list: + last_month = list(filter(lambda m: m['date'] == date, record)) + if not last_month: + records.append({ + 'date': date, + 'expense': 0.0 + }) + else: + records.append(last_month[0]) + labels = [item['date'] for item in records] + series = [item['expense'] for item in records] + record = { + 'expense': series, + 'label': labels + } + return record + + # function to getting income of this year + + @api.model + def get_income_this_year(self, *post): + + company_id = self.env.company.id + + month_list = [] + for i in range(11, -1, -1): + l_month = datetime.now() - relativedelta(months=i) + text = format(l_month, '%B') + month_list.append(text) + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit)-sum(credit) as income ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line ,account_account where + account_move_line.account_id=account_account.id AND internal_group = 'income' + AND to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND %s + group by internal_group,month + ''') % (states_arg)) + record = self._cr.dictfetchall() + + self._cr.execute(('''select sum(debit)-sum(credit) as expense ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line ,account_account where + account_move_line.account_id=account_account.id AND internal_group = 'expense' + AND to_char(DATE(NOW()), 'YY') = to_char(account_move_line.date, 'YY') + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND %s + group by internal_group,month + ''') % (states_arg)) + + result = self._cr.dictfetchall() + records = [] + for month in month_list: + last_month_inc = list(filter(lambda m: m['month'].strip() == month, record)) + last_month_exp = list(filter(lambda m: m['month'].strip() == month, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'month': month, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0, + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + month = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + month.append(rec['month']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'month': month, + 'profit': profit, + } + + # function to getting income of last year + + @api.model + def get_income_last_year(self, *post): + + company_id = self.env.company.id + + month_list = [] + for i in range(11, -1, -1): + l_month = datetime.now() - relativedelta(months=i) + text = format(l_month, '%B') + month_list.append(text) + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit)-sum(credit) as income ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line ,account_account + where account_move_line.account_id=account_account.id AND internal_group = 'income' + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) -1 + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND %s + group by internal_group,month + ''') % (states_arg)) + record = self._cr.dictfetchall() + + self._cr.execute(('''select sum(debit)-sum(credit) as expense ,to_char(account_move_line.date, 'Month') as month , + internal_group from account_move_line , account_account where + account_move_line.account_id=account_account.id AND internal_group = 'expense' + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) -1 + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND %s + group by internal_group,month + ''') % (states_arg)) + + result = self._cr.dictfetchall() + records = [] + for month in month_list: + last_month_inc = list(filter(lambda m: m['month'].strip() == month, record)) + last_month_exp = list(filter(lambda m: m['month'].strip() == month, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'month': month, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0, + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + month = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + month.append(rec['month']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'month': month, + 'profit': profit, + } + + # function to getting income of last month + + @api.model + def get_income_last_month(self, *post): + + company_id = self.env.company.id + day_list = [] + now = datetime.now() + day = \ + calendar.monthrange(now.year - 1 if now.month == 1 else now.year, + now.month - 1 if not now.month == 1 else 12)[ + 1] + + for x in range(1, day + 1): + day_list.append(x) + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit)-sum(credit) as income ,cast(to_char(account_move_line.date, 'DD')as int) + as date , internal_group from account_move_line , account_account where + Extract(month FROM account_move_line.date) = ''' + str(one_month_ago) + ''' + AND %s + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND account_move_line.account_id=account_account.id AND internal_group='income' + group by internal_group,date + ''') % (states_arg)) + + record = self._cr.dictfetchall() + + self._cr.execute(('''select sum(debit)-sum(credit) as expense ,cast(to_char(account_move_line.date, 'DD')as int) + as date ,internal_group from account_move_line ,account_account where + Extract(month FROM account_move_line.date) = ''' + str(one_month_ago) + ''' + AND %s + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND account_move_line.account_id=account_account.id AND internal_group='expense' + group by internal_group,date + ''') % (states_arg)) + result = self._cr.dictfetchall() + records = [] + for date in day_list: + last_month_inc = list(filter(lambda m: m['date'] == date, record)) + last_month_exp = list(filter(lambda m: m['date'] == date, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'date': date, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0 + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + date = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + date.append(rec['date']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'date': date, + 'profit': profit + + } + + # function to getting income of this month + + @api.model + def get_income_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + day_list = [] + now = datetime.now() + day = calendar.monthrange(now.year, now.month)[1] + for x in range(1, day + 1): + day_list.append(x) + + self._cr.execute(('''select sum(debit)-sum(credit) as income ,cast(to_char(account_move_line.date, 'DD')as int) + as date , internal_group from account_move_line , account_account + where Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) + AND %s + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND account_move_line.account_id=account_account.id AND internal_group='income' + group by internal_group,date + ''') % (states_arg)) + + record = self._cr.dictfetchall() + + self._cr.execute(('''select sum(debit)-sum(credit) as expense ,cast(to_char(account_move_line.date, 'DD')as int) + as date , internal_group from account_move_line , account_account where + Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) + AND %s + AND account_move_line.company_id = ''' + str(company_id) + ''' + AND account_move_line.account_id=account_account.id AND internal_group='expense' + group by internal_group,date + ''') % (states_arg)) + result = self._cr.dictfetchall() + records = [] + for date in day_list: + last_month_inc = list(filter(lambda m: m['date'] == date, record)) + last_month_exp = list(filter(lambda m: m['date'] == date, result)) + if not last_month_inc and not last_month_exp: + records.append({ + 'date': date, + 'income': 0.0, + 'expense': 0.0, + 'profit': 0.0 + }) + elif (not last_month_inc) and last_month_exp: + last_month_exp[0].update({ + 'income': 0.0, + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_exp[0].update({ + 'profit': last_month_exp[0]['income'] - last_month_exp[0]['expense'] + }) + records.append(last_month_exp[0]) + elif (not last_month_exp) and last_month_inc: + last_month_inc[0].update({ + 'expense': 0.0, + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + else: + last_month_inc[0].update({ + 'income': -1 * last_month_inc[0]['income'] if last_month_inc[0]['income'] < 1 else + last_month_inc[0]['income'], + 'expense': -1 * last_month_exp[0]['expense'] if last_month_exp[0]['expense'] < 1 else + last_month_exp[0]['expense'] + }) + last_month_inc[0].update({ + 'profit': last_month_inc[0]['income'] - last_month_inc[0]['expense'] + }) + records.append(last_month_inc[0]) + income = [] + expense = [] + date = [] + profit = [] + for rec in records: + income.append(rec['income']) + expense.append(rec['expense']) + date.append(rec['date']) + profit.append(rec['profit']) + return { + 'income': income, + 'expense': expense, + 'date': date, + 'profit': profit + + } + + # function to getting late bills + + @api.model + def get_latebills(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as partner, res_partner.commercial_partner_id as res , + account_move.commercial_partner_id as parent, sum(account_move.amount_total) as amount + from account_move,res_partner where + account_move.partner_id=res_partner.id AND account_move.type = 'in_invoice' AND + invoice_payment_state = 'not_paid' AND + account_move.company_id = ''' + str(company_id) + ''' AND + %s + AND account_move.commercial_partner_id=res_partner.commercial_partner_id + group by parent,partner,res + order by amount desc ''') % (states_arg)) + + record = self._cr.dictfetchall() + + bill_partner = [item['partner'] for item in record] + + bill_amount = [item['amount'] for item in record] + + amounts = sum(bill_amount[9:]) + name = bill_partner[9:] + results = [] + pre_partner = [] + + bill_amount = bill_amount[:9] + bill_amount.append(amounts) + bill_partner = bill_partner[:9] + bill_partner.append("Others") + records = { + 'bill_partner': bill_partner, + 'bill_amount': bill_amount, + 'result': results, + + } + return records + + # return record + + @api.model + def get_latebills_last_month(self): + + # company_id = self.env.company.id + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute(''' select to_char(account_move.date, 'Month') as month, res_partner.name as partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'in_invoice' + AND invoice_payment_state = 'not_paid' + AND state = 'posted' AND Extract(month FROM account_move.invoice_date_due) = ''' + str( + one_month_ago) + ''' + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, partner, month + order by amount desc ''') + + record = self._cr.dictfetchall() + return record + + @api.model + def get_latebills_last_year(self): + + # company_id = self.env.company.id + + self._cr.execute(''' select to_char(account_move.date, 'Month') as month, res_partner.name as partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'in_invoice' + AND invoice_payment_state = 'not_paid' + AND state = 'posted' AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) - 1 + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, partner, month + order by amount desc ''') + + record = self._cr.dictfetchall() + return record + + # function to getting over dues + + @api.model + def get_overdues(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as partner, res_partner.commercial_partner_id as res , + account_move.commercial_partner_id as parent, sum(account_move.amount_total) as amount + from account_move, account_move_line ,res_partner where + account_move.partner_id=res_partner.id AND account_move.type = 'out_invoice' AND + invoice_payment_state = 'not_paid' AND + %s + AND account_move.company_id = ''' + str(company_id) + ''' AND + account_move_line.account_internal_type = 'payable' AND + account_move.commercial_partner_id=res_partner.commercial_partner_id + group by parent,partner,res + order by amount desc + ''') % (states_arg)) + + record = self._cr.dictfetchall() + due_partner = [item['partner'] for item in record] + due_amount = [item['amount'] for item in record] + + amounts = sum(due_amount[9:]) + name = due_partner[9:] + result = [] + pre_partner = [] + + due_amount = due_amount[:9] + due_amount.append(amounts) + due_partner = due_partner[:9] + due_partner.append("Others") + records = { + 'due_partner': due_partner, + 'due_amount': due_amount, + 'result': result, + + } + return records + + @api.model + def get_overdues_this_month(self, *post): + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + company_id = self.env.company.id + self._cr.execute((''' + select to_char(account_move.date, 'Month') as month, res_partner.name as due_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND invoice_payment_state = 'not_paid' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + AND account_move.company_id = ''' + str(company_id) + ''' + group by parent, due_partner, month + order by amount desc ''') % (states_arg)) + + record = self._cr.dictfetchall() + due_partner = [item['due_partner'] for item in record] + due_amount = [item['amount'] for item in record] + + amounts = sum(due_amount[9:]) + name = due_partner[9:] + result = [] + pre_partner = [] + + due_amount = due_amount[:9] + due_amount.append(amounts) + due_partner = due_partner[:9] + due_partner.append("Others") + records = { + 'due_partner': due_partner, + 'due_amount': due_amount, + 'result': result, + + } + return records + + @api.model + def get_latebills_this_month(self, *post): + + company_id = self.env.company.id + + partners = self.env['res.partner'].search([('active', '=', True)]) + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' + select to_char(account_move.date, 'Month') as month, res_partner.name as bill_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'in_invoice' + AND invoice_payment_state = 'not_paid' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, bill_partner, month + order by amount desc ''') % (states_arg)) + + result = self._cr.dictfetchall() + bill_partner = [item['bill_partner'] for item in result] + + bill_amount = [item['amount'] for item in result] + + amounts = sum(bill_amount[9:]) + name = bill_partner[9:] + results = [] + pre_partner = [] + + bill_amount = bill_amount[:9] + bill_amount.append(amounts) + bill_partner = bill_partner[:9] + bill_partner.append("Others") + records = { + 'bill_partner': bill_partner, + 'bill_amount': bill_amount, + 'result': results, + + } + return records + + @api.model + def get_overdues_last_month(self): + + # company_id = self.env.company.id + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute(''' select to_char(account_move.date, 'Month') as month, res_partner.name as partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND invoice_payment_state = 'not_paid' + AND state = 'posted' AND Extract(month FROM account_move.invoice_date_due) = ''' + str( + one_month_ago) + ''' + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, partner, month + order by amount desc ''') + + record = self._cr.dictfetchall() + return record + + @api.model + def get_top_10_customers(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + + self._cr.execute((''' select res_partner.name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND %s + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_invoice = self._cr.dictfetchall() + + self._cr.execute((''' select res_partner.commercial_company_name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_refund' + AND %s + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_refund = self._cr.dictfetchall() + + summed = [] + for out_sum in record_invoice: + parent = out_sum['parent'] + su = out_sum['amount'] - \ + (list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))[0][ + 'amount'] if len( + list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))) > 0 else 0.0) + summed.append({ + 'customers': out_sum['customers'], + 'amount': su, + 'parent': parent + }) + + return summed + + @api.model + def get_top_10_customers_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_invoice = self._cr.dictfetchall() + + self._cr.execute((''' select res_partner.name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_refund' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_refund = self._cr.dictfetchall() + + summed = [] + for out_sum in record_invoice: + parent = out_sum['parent'] + su = out_sum['amount'] - \ + (list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))[0][ + 'amount'] if len( + list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))) > 0 else 0.0) + summed.append({ + 'customers': out_sum['customers'], + 'amount': su, + 'parent': parent + }) + + return summed + + @api.model + def get_top_10_customers_last_month(self, *post): + + company_id = self.env.company.id + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = ''' + str(one_month_ago) + ''' + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_invoice = self._cr.dictfetchall() + + self._cr.execute((''' select res_partner.name as customers, account_move.commercial_partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner + where account_move.commercial_partner_id = res_partner.id + AND account_move.type = 'out_refund' + AND %s + AND Extract(month FROM account_move.invoice_date_due) = ''' + str(one_month_ago) + ''' + group by parent, customers + order by amount desc + limit 10 + ''') % (states_arg)) + + record_refund = self._cr.dictfetchall() + + summed = [] + for out_sum in record_invoice: + parent = out_sum['parent'] + su = out_sum['amount'] - \ + (list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))[0][ + 'amount'] if len( + list(filter(lambda refund: refund['parent'] == out_sum['parent'], record_refund))) > 0 else 0.0) + summed.append({ + 'customers': out_sum['customers'], + 'amount': su, + 'parent': parent + }) + + return summed + + @api.model + def get_overdues_this_year(self, *post): + + company_id = self.env.company.id + partners = self.env['res.partner'].search([('active', '=', True)]) + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as due_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND invoice_payment_state = 'not_paid' + AND %s + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + AND account_move.company_id = ''' + str(company_id) + ''' + + group by parent, due_partner + order by amount desc ''') % (states_arg)) + + record = self._cr.dictfetchall() + due_partner = [item['due_partner'] for item in record] + due_amount = [item['amount'] for item in record] + + amounts = sum(due_amount[9:]) + name = due_partner[9:] + result = [] + pre_partner = [] + + due_amount = due_amount[:9] + due_amount.append(amounts) + due_partner = due_partner[:9] + due_partner.append("Others") + records = { + 'due_partner': due_partner, + 'due_amount': due_amount, + 'result': result, + + } + return records + + @api.model + def get_latebills_this_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute((''' select res_partner.name as bill_partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'in_invoice' + AND invoice_payment_state = 'not_paid' + AND %s + AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) + AND account_move.partner_id = res_partner.commercial_partner_id + AND account_move.company_id = ''' + str(company_id) + ''' + group by parent, bill_partner + order by amount desc ''') % (states_arg)) + + result = self._cr.dictfetchall() + + bill_partner = [item['bill_partner'] for item in result] + + bill_amount = [item['amount'] for item in result] + amounts = sum(bill_amount[9:]) + name = bill_partner[9:] + results = [] + pre_partner = [] + + bill_amount = bill_amount[:9] + bill_amount.append(amounts) + bill_partner = bill_partner[:9] + bill_partner.append("Others") + records = { + 'bill_partner': bill_partner, + 'bill_amount': bill_amount, + 'result': results, + + } + return records + + @api.model + def get_overdues_last_year(self): + + # company_id = self.env.company.id + + self._cr.execute(''' select to_char(account_move.date, 'Month') as month, res_partner.name as partner, account_move.partner_id as parent, + sum(account_move.amount_total) as amount from account_move, res_partner where account_move.partner_id = res_partner.id + AND account_move.type = 'out_invoice' + AND invoice_payment_state = 'not_paid' + AND state = 'posted' AND Extract(YEAR FROM account_move.invoice_date_due) = Extract(YEAR FROM DATE(NOW())) - 1 + AND account_move.partner_id = res_partner.commercial_partner_id + group by parent, partner, month + order by amount desc ''') + + record = self._cr.dictfetchall() + return record + + # function to get total invoice + + @api.model + def get_total_invoice(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute(('''select sum(amount_total) as customer_invoice from account_move where type ='out_invoice' + AND %s AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_customer = self._cr.dictfetchall() + + self._cr.execute(('''select sum(amount_total) as supplier_invoice from account_move where type ='in_invoice' + AND %s AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_supplier = self._cr.dictfetchall() + + self._cr.execute(('''select sum(amount_total) as credit_note from account_move where type ='out_refund' + AND %s AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_credit_note = self._cr.dictfetchall() + + self._cr.execute(('''select sum(amount_total) as refund from account_move where type ='in_refund' + AND %s AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_refund = self._cr.dictfetchall() + + customer_invoice = [item['customer_invoice'] for item in record_customer] + supplier_invoice = [item['supplier_invoice'] for item in record_supplier] + credit_note = [item['credit_note'] for item in result_credit_note] + refund = [item['refund'] for item in result_refund] + + return customer_invoice, credit_note, supplier_invoice, refund + + @api.model + def get_total_invoice_current_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute(('''select sum(amount_total_signed) as customer_invoice from account_move where type ='out_invoice' + AND %s + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_customer_current_year = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) as supplier_invoice from account_move where type ='in_invoice' + AND %s + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_supplier_current_year = self._cr.dictfetchall() + + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as credit_note from account_move where type ='out_refund' + AND %s + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_credit_note_current_year = self._cr.dictfetchall() + + + self._cr.execute(('''select sum(-(amount_total_signed)) as refund from account_move where type ='in_refund' + AND %s + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_refund_current_year = self._cr.dictfetchall() + + + + self._cr.execute(('''select sum(amount_total_signed) - sum(amount_residual_signed) as customer_invoice_paid from account_move where type ='out_invoice' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_paid_customer_invoice_current_year = self._cr.dictfetchall() + + + + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as supplier_invoice_paid from account_move where type ='in_invoice' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_paid_supplier_invoice_current_year = self._cr.dictfetchall() + + + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as customer_credit_paid from account_move where type ='out_refund' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_paid_customer_credit_current_year = self._cr.dictfetchall() + + + + self._cr.execute(('''select sum(amount_total_signed) - sum(amount_residual_signed) as supplier_refund_paid from account_move where type ='in_refund' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_paid_supplier_refund_current_year = self._cr.dictfetchall() + + + + customer_invoice_current_year = [item['customer_invoice'] for item in record_customer_current_year] + supplier_invoice_current_year = [item['supplier_invoice'] for item in record_supplier_current_year] + + credit_note_current_year = [item['credit_note'] for item in result_credit_note_current_year] + refund_current_year = [item['refund'] for item in result_refund_current_year] + + paid_customer_invoice_current_year = [item['customer_invoice_paid'] for item in record_paid_customer_invoice_current_year] + paid_supplier_invoice_current_year = [item['supplier_invoice_paid'] for item in result_paid_supplier_invoice_current_year] + + paid_customer_credit_current_year = [item['customer_credit_paid'] for item in record_paid_customer_credit_current_year] + paid_supplier_refund_current_year = [item['supplier_refund_paid'] for item in result_paid_supplier_refund_current_year] + + + + return customer_invoice_current_year, credit_note_current_year, supplier_invoice_current_year, refund_current_year, paid_customer_invoice_current_year,paid_supplier_invoice_current_year, paid_customer_credit_current_year, paid_supplier_refund_current_year + + @api.model + def get_total_invoice_current_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute(('''select sum(amount_total_signed) as customer_invoice from account_move where type ='out_invoice' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_customer_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) as supplier_invoice from account_move where type ='in_invoice' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_supplier_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as credit_note from account_move where type ='out_refund' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_credit_note_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) as refund from account_move where type ='in_refund' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_refund_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(amount_total_signed) - sum(amount_residual_signed) as customer_invoice_paid from account_move where type ='out_invoice' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_paid_customer_invoice_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as supplier_invoice_paid from account_move where type ='in_invoice' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_paid_supplier_invoice_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(-(amount_total_signed)) - sum(-(amount_residual_signed)) as customer_credit_paid from account_move where type ='out_refund' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record_paid_customer_credit_current_month = self._cr.dictfetchall() + + self._cr.execute(('''select sum(amount_total_signed) - sum(amount_residual_signed) as supplier_refund_paid from account_move where type ='in_refund' + AND %s + AND invoice_payment_state = 'paid' + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + result_paid_supplier_refund_current_month = self._cr.dictfetchall() + + customer_invoice_current_month = [item['customer_invoice'] for item in record_customer_current_month] + supplier_invoice_current_month = [item['supplier_invoice'] for item in record_supplier_current_month] + credit_note_current_month = [item['credit_note'] for item in result_credit_note_current_month] + refund_current_month = [item['refund'] for item in result_refund_current_month] + paid_customer_invoice_current_month = [item['customer_invoice_paid'] for item in record_paid_customer_invoice_current_month] + paid_supplier_invoice_current_month = [item['supplier_invoice_paid'] for item in result_paid_supplier_invoice_current_month] + + paid_customer_credit_current_month = [item['customer_credit_paid'] for item in record_paid_customer_credit_current_month] + paid_supplier_refund_current_month = [item['supplier_refund_paid'] for item in result_paid_supplier_refund_current_month] + + return customer_invoice_current_month, credit_note_current_month, supplier_invoice_current_month, refund_current_month, paid_customer_invoice_current_month, paid_supplier_invoice_current_month, paid_customer_credit_current_month, paid_supplier_refund_current_month + + @api.model + def get_total_invoice_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ state in ('posted', 'draft')""" + else: + states_arg = """ state = 'posted'""" + + self._cr.execute(('''select sum(amount_total) from account_move where type = 'out_invoice' + AND %s + AND Extract(month FROM account_move.date) = Extract(month FROM DATE(NOW())) + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + # function to get total invoice last month + + @api.model + def get_total_invoice_last_month(self): + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute('''select sum(amount_total) from account_move where type = 'out_invoice' AND + account_move.state = 'posted' + AND Extract(month FROM account_move.date) = ''' + str(one_month_ago) + ''' + ''') + record = self._cr.dictfetchall() + return record + + # function to get total invoice last year + + @api.model + def get_total_invoice_last_year(self): + + self._cr.execute(''' select sum(amount_total) from account_move where type = 'out_invoice' + AND account_move.state = 'posted' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) - 1 + ''') + record = self._cr.dictfetchall() + return record + + # function to get total invoice this year + + @api.model + def get_total_invoice_this_year(self): + + company_id = self.env.company.id + + self._cr.execute(''' select sum(amount_total) from account_move where type = 'out_invoice' + AND Extract(YEAR FROM account_move.date) = Extract(YEAR FROM DATE(NOW())) AND + account_move.state = 'posted' AND + account_move.company_id = ''' + str(company_id) + ''' + ''') + record = self._cr.dictfetchall() + return record + + # function to get unreconcile items + + @api.model + def unreconcile_items(self): + self._cr.execute(''' + select count(*) FROM account_move_line l,account_account a + where L.account_id=a.id AND l.full_reconcile_id IS NULL AND + l.balance != 0 AND a.reconcile IS TRUE ''') + record = self._cr.dictfetchall() + return record + + # function to get unreconcile items this month + + @api.model + def unreconcile_items_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + qry = ''' select count(*) FROM account_move_line l,account_account a + where Extract(month FROM l.date) = Extract(month FROM DATE(NOW())) AND + Extract(YEAR FROM l.date) = Extract(YEAR FROM DATE(NOW())) AND + L.account_id=a.id AND l.full_reconcile_id IS NULL AND + l.balance != 0 AND a.reconcile IS F + AND l.'''+states_arg+''' + AND l.company_id = ''' + str(company_id) + ''' + ''' + + + self._cr.execute((''' select count(*) FROM account_move_line l,account_account a + where Extract(month FROM l.date) = Extract(month FROM DATE(NOW())) AND + Extract(YEAR FROM l.date) = Extract(YEAR FROM DATE(NOW())) AND + L.account_id=a.id AND l.full_reconcile_id IS NULL AND + l.balance != 0 AND a.reconcile IS TRUE + AND l.%s + AND l.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + + # function to get unreconcile items last month + + @api.model + def unreconcile_items_last_month(self): + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute(''' select count(*) FROM account_move_line l,account_account a + where Extract(month FROM l.date) = ''' + str(one_month_ago) + ''' AND + L.account_id=a.id AND l.full_reconcile_id IS NULL AND l.balance != 0 AND a.reconcile IS TRUE + ''') + record = self._cr.dictfetchall() + return record + + # function to get unreconcile items this year + + @api.model + def unreconcile_items_this_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute((''' select count(*) FROM account_move_line l,account_account a + where Extract(year FROM l.date) = Extract(year FROM DATE(NOW())) AND + L.account_id=a.id AND l.full_reconcile_id IS NULL AND + l.balance != 0 AND a.reconcile IS TRUE + AND l.%s + AND l.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + # function to get unreconcile items last year + + @api.model + def unreconcile_items_last_year(self): + + self._cr.execute(''' select count(*) FROM account_move_line l,account_account a + where Extract(year FROM l.date) = Extract(year FROM DATE(NOW())) - 1 AND + L.account_id=a.id AND l.full_reconcile_id IS NULL AND + l.balance != 0 AND a.reconcile IS TRUE + ''') + record = self._cr.dictfetchall() + return record + + # function to get total income + + @api.model + def month_income(self): + + self._cr.execute(''' select sum(debit) as debit , sum(credit) as credit from account_move, account_account,account_move_line + where account_move.type = 'entry' AND account_move.state = 'posted' AND account_move_line.account_id=account_account.id AND + account_account.internal_group='income' + AND to_char(DATE(NOW()), 'MM') = to_char(account_move_line.date, 'MM') + ''') + record = self._cr.dictfetchall() + return record + + # function to get total income this month + + @api.model + def month_income_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + account_move_line.account_id = account_account.id AND account_account.internal_group = 'income' + AND %s + AND Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + @api.model + def profit_income_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit) - sum(credit) as profit, account_account.internal_group from account_account, account_move_line where + + account_move_line.account_id = account_account.id AND + %s AND + (account_account.internal_group = 'income' or + account_account.internal_group = 'expense' ) + AND Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + group by internal_group + ''') %(states_arg)) + income = self._cr.dictfetchall() + profit = [item['profit'] for item in income] + internal_group = [item['internal_group'] for item in income] + net_profit = True + loss = True + if profit and profit == 0: + if (-profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + elif (profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + else: + net_profit = -profit[1] - profit[0] + + return profit + + @api.model + def profit_income_this_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute(('''select sum(debit) - sum(credit) as profit, account_account.internal_group from account_account, account_move_line where + + account_move_line.account_id = account_account.id AND + %s AND + (account_account.internal_group = 'income' or + account_account.internal_group = 'expense' ) + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + group by internal_group + ''') %(states_arg)) + income = self._cr.dictfetchall() + profit = [item['profit'] for item in income] + internal_group = [item['internal_group'] for item in income] + net_profit = True + loss = True + + if profit and profit == 0: + if (-profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + elif (profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + else: + net_profit = -profit[1] - profit[0] + + return profit + + @api.model + def profit_income_last_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute('''select sum(debit) - sum(credit) as profit, account_account.internal_group from account_account, account_move_line where + + account_move_line.account_id = account_account.id AND + %s AND + (account_account.internal_group = 'income' or + account_account.internal_group = 'expense' ) + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) - 1 + AND account_move_line.company_id = ''' + str(company_id) + ''' + group by internal_group + ''') + income = self._cr.dictfetchall() + profit = [item['profit'] for item in income] + internal_group = [item['internal_group'] for item in income] + net_profit = True + loss = True + + if profit and profit == 0: + if (-profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + elif (profit[1]) > (profit[0]): + net_profit = -profit[1] - profit[0] + else: + net_profit = -profit[1] - profit[0] + + return profit + + # function to get total income last month + + @api.model + def month_income_last_month(self): + + one_month_ago = (datetime.now() - relativedelta(months=1)).month + + self._cr.execute(''' + select sum(debit) as debit, sum(credit) as credit from account_account, + account_move_line where + account_move_line.account_id = account_account.id + AND account_account.internal_group = 'income' AND + account_move_line.parent_state = 'posted' + AND Extract(month FROM account_move_line.date) = ''' + str(one_month_ago) + ''' + ''') + + record = self._cr.dictfetchall() + + return record + + # function to get total income this year + + @api.model + def month_income_this_year(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute((''' select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + account_move_line.account_id = account_account.id AND account_account.internal_group = 'income' + AND %s + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + # function to get total income last year + + @api.model + def month_income_last_year(self): + + self._cr.execute(''' select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + account_move_line.parent_state = 'posted' + AND account_move_line.account_id = account_account.id AND account_account.internal_group = 'income' + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) - 1 + ''') + record = self._cr.dictfetchall() + return record + + # function to get currency + + @api.model + def get_currency(self): + default = self.env.ref('base.main_company').currency_id + default = default.symbol + return default + + # function to get total expense + + @api.model + def month_expense(self): + + self._cr.execute(''' select sum(debit) as debit , sum(credit) as credit from account_move, account_account,account_move_line + where account_move.type = 'entry' AND account_move.state = 'posted' AND account_move_line.account_id=account_account.id AND + account_account.internal_group='expense' + AND to_char(DATE(NOW()), 'MM') = to_char(account_move_line.date, 'MM') + ''') + record = self._cr.dictfetchall() + return record + + # function to get total expense this month + + @api.model + def month_expense_this_month(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute((''' select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + + account_move_line.account_id = account_account.id AND account_account.internal_group = 'expense' AND + %s + AND Extract(month FROM account_move_line.date) = Extract(month FROM DATE(NOW())) + AND Extract(year FROM account_move_line.date) = Extract(year FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + + + ''') %(states_arg)) + record = self._cr.dictfetchall() + return record + + + + # function to get total expense this year + + @api.model + def month_expense_this_year(self, *post): + + company_id = self.env.company.id + + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state in ('posted', 'draft')""" + else: + states_arg = """ parent_state = 'posted'""" + + self._cr.execute((''' select sum(debit) as debit, sum(credit) as credit from account_account, account_move_line where + + account_move_line.account_id = account_account.id AND account_account.internal_group = 'expense' AND + %s + AND Extract(YEAR FROM account_move_line.date) = Extract(YEAR FROM DATE(NOW())) + AND account_move_line.company_id = ''' + str(company_id) + ''' + + + + ''') % (states_arg)) + record = self._cr.dictfetchall() + return record + + @api.model + def bank_balance(self, *post): + + company_id = self.env.company.id + + states_arg = "" + if post != ('posted',): + states_arg = """ parent_state = 'posted'""" + else: + states_arg = """ parent_state in ('posted', 'draft')""" + + self._cr.execute((''' select account_account.name as name, sum(balance) as balance from account_move_line left join + account_account on account_account.id = account_move_line.account_id join + account_account_type on account_account_type.id = account_account.user_type_id + where account_account_type.name = 'Bank and Cash' + AND %s + AND account_move_line.company_id = ''' + str(company_id) + ''' + group by account_account.name + + ''') % (states_arg)) + + record = self._cr.dictfetchall() + + banks = [item['name'] for item in record] + + banking = [item['balance'] for item in record] + + records = { + 'banks': banks, + 'banking': banking, + + } + return records + + + diff --git a/base_accounting_kit/static/description/banner.gif b/base_accounting_kit/static/description/banner.gif index 30b746d7f..54b13df56 100644 Binary files a/base_accounting_kit/static/description/banner.gif and b/base_accounting_kit/static/description/banner.gif differ diff --git a/base_accounting_kit/static/description/images/accounting_kit_window.gif b/base_accounting_kit/static/description/images/accounting_kit_window.gif new file mode 100644 index 000000000..5d00f83a5 Binary files /dev/null and b/base_accounting_kit/static/description/images/accounting_kit_window.gif differ diff --git a/base_accounting_kit/static/description/images/accounting_kit_window.png b/base_accounting_kit/static/description/images/accounting_kit_window.png deleted file mode 100644 index 025dffae8..000000000 Binary files a/base_accounting_kit/static/description/images/accounting_kit_window.png and /dev/null differ diff --git a/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-1.png b/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-1.png new file mode 100644 index 000000000..b2126b2e4 Binary files /dev/null and b/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-1.png differ diff --git a/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-2.png b/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-2.png new file mode 100644 index 000000000..34a1de66b Binary files /dev/null and b/base_accounting_kit/static/description/images/base_accounting_kit_dashboard-2.png differ diff --git a/base_accounting_kit/static/description/index.html b/base_accounting_kit/static/description/index.html index 01e88c716..27fedd2a5 100644 --- a/base_accounting_kit/static/description/index.html +++ b/base_accounting_kit/static/description/index.html @@ -10,10 +10,17 @@

Odoo 13 Accounting

-

Asset Management, Accounting Reports, PDC Management, +

Dashboard, Asset Management, Accounting Reports, PDC Management, Account Lock dates, Customer Credit Limit and Follow Ups, Day book, Bank book and Cash book reports in Odoo 13 community edition.

+

New Feature

+

Key Highlights

-
+
@@ -93,6 +100,34 @@
+
+
+

+ check + Dashboard with Necessary Details. +

+
+ +
+
+
+
+
+

+ check + Aged Receivable, Payable and Top Customer Details in Dashboard. +

+
+ +
+
+

Odoo 13 Accounting

    +
  • + check + Accounting Dashboard with all necessary details. +
  • check Asset management system for Odoo 13 community edition. diff --git a/base_accounting_kit/static/src/js/account_dashboard.js b/base_accounting_kit/static/src/js/account_dashboard.js new file mode 100644 index 000000000..ad1995804 --- /dev/null +++ b/base_accounting_kit/static/src/js/account_dashboard.js @@ -0,0 +1,1985 @@ +odoo.define('AccountingDashboard.AccountingDashboard', function (require) { + 'use strict'; + var AbstractAction = require('web.AbstractAction'); + var ajax = require('web.ajax'); + var core = require('web.core'); + var rpc = require('web.rpc'); + var session = require('web.session'); + var web_client = require('web.web_client'); + var _t = core._t; + var QWeb = core.qweb; + var self = this; + var currency; + var ActionMenu = AbstractAction.extend({ + + template: 'Invoicedashboard', + + + events: { + 'click .invoice_dashboard': 'onclick_dashboard', + + 'click #invoice_hide': 'onclick_invoice_hide', + 'click #income_hide': 'onclick_income_hide', + 'click #ex_hide': 'onclick_ex_hide', + 'click #due_hide': 'onclick_due_hide', + 'click #top_10_hide': 'onclick_top_10_hide', + 'click #late_hide': 'onclick_late_hide', + 'click #prog_bar': 'onclick_prog_bar', + + 'click #invoice_this_month': 'onclick_invoice_this_month', + 'click #invoice_this_year': 'onclick_invoice_this_year', + 'click #invoice_last_month': 'onclick_invoice_last_month', + 'click #invoice_last_year': 'onclick_invoice_last_year', + + 'click #onclick_banks_balance': 'onclick_bank_balance', + + 'click #income_this_month': 'onclick_income_this_month', + 'click #income_this_year': 'onclick_income_this_year', + 'click #income_last_month': 'onclick_income_last_month', + 'click #income_last_year': 'onclick_income_last_year', + + 'click #aged_payable_this_month': 'onclick_aged_payable_this_month', + 'click #aged_receivable_this_year': 'onclick_aged_receivable_this_year', + 'click #total_aged_payable': 'onclick_total_aged_payable', + 'click #aged_payable_this_year': 'onclick_aged_payable_this_year', + + 'click #in_ex_bar_chart': 'onclick_in_ex_bar_chart', + 'click #aged_recevable_pie_chart': 'onclick_aged_recevable_pie_chart', + 'click #invoice_bar_chart': 'onclick_invoice_bar_chart', + 'click .overdue_line_cust': 'onclick_overdue_line_cust', + 'click .top_customers': 'onclick_top_customers', + 'click .top_customers_amount': 'onclick_top_customers_amount', + 'click #aged_receivable_this_month': 'onclick_aged_receivable_this_month', + + 'click #bank_balance_hide': 'onclick_bank_balance_hide', + 'click #cash_balance_hide': 'onclick_cash_balance_hide', + 'click #in_ex_hide': 'onclick_in_ex_hide', + 'click #aged_payable_hide': 'onclick_aged_payable_hide', + 'click #top_10_customer_this_month': 'onclick_top_10_customer_this_month', + 'click #top_10_customer_last_month': 'onclick_top_10_customer_last_month', + + 'change #toggle-two': 'onclick_toggle_two', + + }, + onclick_toggle_two: function (ev) { + + + this.onclick_aged_payable_this_month(ev); + this.onclick_aged_payable_this_year(ev); + + this.onclick_aged_receivable_this_month(ev); + this.onclick_aged_receivable_this_year(ev); + + this.onclick_invoice_this_year(ev); + this.onclick_invoice_this_month(ev); + + this.onclick_income_this_month(ev); + this.onclick_income_last_month(ev); + this.onclick_income_last_year(ev); + this.onclick_income_this_year(ev); + }, + + onclick_overdue_line_cust: function (ev) { + ev.preventDefault(); + var data = $(ev.currentTarget).data(); + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'res.partner', + res_id: data['userId'], + view_mode: 'form', + views: [ + [false, 'form'] + ], + }) + }, + + onclick_top_customers: function (ev) { + ev.stopPropagation(); + ev.preventDefault(); + var data = $(ev.currentTarget).data(); + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'res.partner', + res_id: data['userId'], + view_mode: 'tree,form', + target: 'current', + views: [ + [false, 'tree'], + [false, 'form'] + ], + context: { + create: false, + edit: false, + } + }) + }, + + onclick_top_customers_amount: function (ev) { + ev.preventDefault(); + var data = $(ev.currentTarget).data(); + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'account.move', + res_id: data['userId'], + view_mode: 'list', + + views: [ + [false, 'list'] + ], + name: 'Invoices', + domain: ['|', + ['type', '=', 'out_invoice'], + ['type', '=', 'out_refund'], + ['state', '=', 'posted'], + ['partner_id', 'child_of', data['userId'],] + ], + context: { + default_type: 'out_invoice', + type: 'out_invoice', + journal_type: 'sale', + create: false, + search_default_unpaid: 1, + } + + }) + }, + + onclick_prog_bar: function (ev) { + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'account.move', + view_mode: 'tree,form', + views: [ + [false, 'list'], + [false, 'form'] + ], + name: 'Unpaid Invoices', + + domain: [ + ['state', '=', 'posted'], + ['type', '=', 'out_invoice'], + ['invoice_payment_state', '=', 'not_paid'] + ] + }); + }, + onclick_unreconciled_items: function (ev) { + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'account.move.line', + view_mode: 'tree,form', + target: 'new', + views: [ + [false, 'list'], + [false, 'form'] + ], + name: 'Unreconciled Payments', + + domain: [ + ['full_reconcile_id', '=', false], + ['balance', '!=', 0], + ['account_id.reconcile', '=', true] + ] + }); + }, + + onclick_unreconcile_items_this_years: function (ev) { + + this.do_action({ + type: 'ir.actions.act_window', + res_model: 'account.move.line', + view_mode: 'tree,form', + target: 'new', + views: [ + [false, 'list'], + [false, 'form'] + ], + name: 'Unreconciled Payments', + + domain: [ + ['full_reconcile_id', '=', false], + ['balance', '!=', 0], + ['account_id.reconcile', '=', true] + ] + }); + }, + + onclick_unreconcile_items_this_month: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.selected'); + var data = $(selected[0]).data(); + + $('#monthly_expense').show() + $('#monthly_invoice').show() + $('#monthly_income').show() + $('#monthly_unreconciled').show() + + + $('#yearly_expense').hide() + $('#yearly_income').hide() + $('#yearly_invoice').hide() + $('#yearly_unreconciled').hide() + }, + + onclick_income_hide: function () { + var x = document.getElementById("income_body"); + if (x.style.display === "none") { + + x.style.display = "block"; + } else { + x.style.display = "none"; + } + }, + onclick_ex_hide: function () { + var x = document.getElementById("ex_body"); + if (x.style.display === "none") { + x.style.display = "block"; + } else { + x.style.display = "none"; + } + }, + onclick_due_hide: function () { + var x = document.getElementById("due_body"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + + onclick_top_10_hide: function () { + var x = document.getElementById("top_10_body"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + + onclick_bank_balance_hide: function () { + var x = document.getElementById("bank_balance_body_hide"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + onclick_in_ex_hide: function () { + var x = document.getElementById("in_ex_body_hide"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + + onclick_aged_payable_hide: function () { + var x = document.getElementById("aged_payable_body_hide"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + + onclick_cash_balance_hide: function () { + var x = document.getElementById("cash_balance_body_hide"); + + if (x.style.display === "none") { + x.style.display = "block"; + + + } else { + x.style.display = "none"; + + + } + }, + + onclick_late_hide: function () { + + + var x = document.getElementById("late_body"); + if (x.style.display === "none") { + x.style.display = "block"; + } else { + x.style.display = "none"; + } + }, + + onclick_invoice_hide: function () { + var x = document.getElementById("invoice_body"); + if (x.style.display === "none") { + x.style.display = "block"; + } else { + x.style.display = "none"; + } + + }, + + onclick_top_10_customer_this_month: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.income'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + + rpc.query({ + model: "account.move", + method: "get_top_10_customers_this_month", + args: [posted] + + }) + .then(function (result) { + + $('#top_10_customers').hide(); + $('#top_10_customers_last_month').hide(); + $('#top_10_customers_this_month').show(); + $('#top_10_customers_this_month').empty(); + + var due_count = 0; + _.forEach(result, function (x) { + due_count++; + $('#top_10_customers_this_month').append('
  • ' + x.customers + '
    ' + '
    ' + x.amount.toFixed(2) + ' ' + currency + '
    ' + '
    • '); + + }); + }) + }, + + onclick_top_10_customer_last_month: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.income'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + rpc.query({ + model: "account.move", + method: "get_top_10_customers_last_month", + args: [posted] + }) + .then(function (result) { + $('#top_10_customers').hide(); + $('#top_10_customers_this_month').hide(); + $('#top_10_customers_last_month').show(); + $('#top_10_customers_last_month').empty(); + var due_count = 0; + _.forEach(result, function (x) { + due_count++; + $('#top_10_customers_last_month').append('
  • ' + x.customers + '
    ' + '
    ' + x.amount.toFixed(2) + ' ' + currency + '
    ' + '
    • '); + }); + }) + }, + + onclick_income_last_year: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.income'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + rpc.query({ + model: 'account.move', + method: 'get_income_last_year', + args: [posted], + }) + .then(function (result) { + + $('#net_profit_this_months').hide(); + $('#net_profit_last_month').hide(); + $('#net_profit_last_year').show(); + $('#net_profit_this_year').hide(); + + var ctx = document.getElementById("canvas").getContext('2d'); + + // Define the data + var income = result.income; // Add data values to array + var expense = result.expense; + var profit = result.profit; + + var labels = result.month; // Add labels to array + // End Defining data + + // End Defining data + if (window.myCharts != undefined) + window.myCharts.destroy(); + window.myCharts = new Chart(ctx, { + //var myChart = new Chart(ctx, { + type: 'bar', + data: { + labels: labels, + datasets: [{ + label: 'Income', // Name the series + data: income, // Specify the data values array + backgroundColor: '#66aecf', + borderColor: '#66aecf', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Expense', // Name the series + data: expense, // Specify the data values array + backgroundColor: '#6993d6', + borderColor: '#6993d6', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Profit/Loss', // Name the series + data: profit, // Specify the data values array + backgroundColor: '#0bd465', + borderColor: '#0bd465', + + borderWidth: 1, // Specify bar border width + type: 'line', // Set this data to a line chart + fill: false + } + ] + }, + options: { + responsive: true, // Instruct chart js to respond nicely. + maintainAspectRatio: false, // Add to prevent default behaviour of full-width/height + } + }); + + }) + }, + + onclick_income_last_month: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.income'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + rpc.query({ + model: 'account.move', + method: 'get_income_last_month', + args: [posted], + }) + .then(function (result) { + $('#net_profit_this_months').hide(); + $('#net_profit_last_month').show(); + $('#net_profit_this_year').hide(); + $('#net_profit_last_year').hide(); + + var ctx = document.getElementById("canvas").getContext('2d'); + + // Define the data + var income = result.income; // Add data values to array + var expense = result.expense; + var profit = result.profit; + + var labels = result.date; // Add labels to array + // End Defining data + + // End Defining data + if (window.myCharts != undefined) + window.myCharts.destroy(); + window.myCharts = new Chart(ctx, { + //var myChart = new Chart(ctx, { + type: 'bar', + data: { + labels: labels, + datasets: [{ + label: 'Income', // Name the series + data: income, // Specify the data values array + backgroundColor: '#66aecf', + borderColor: '#66aecf', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Expense', // Name the series + data: expense, // Specify the data values array + backgroundColor: '#6993d6', + borderColor: '#6993d6', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Profit/Loss', // Name the series + data: profit, // Specify the data values array + backgroundColor: '#0bd465', + borderColor: '#0bd465', + + borderWidth: 1, // Specify bar border width + type: 'line', // Set this data to a line chart + fill: false + } + ] + }, + options: { + responsive: true, // Instruct chart js to respond nicely. + maintainAspectRatio: false, // Add to prevent default behaviour of full-width/height + } + }); + + }) + }, + onclick_income_this_year: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.income'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + + + rpc.query({ + model: 'account.move', + method: 'get_income_this_year', + args: [posted], + + }) + .then(function (result) { + + + $('#net_profit_this_months').hide(); + $('#net_profit_last_month').hide(); + $('#net_profit_last_year').hide(); + $('#net_profit_this_year').show(); + + var ctx = document.getElementById("canvas").getContext('2d'); + + // Define the data + var income = result.income; // Add data values to array + var expense = result.expense; + var profit = result.profit; + + var labels = result.month; // Add labels to array + + + if (window.myCharts != undefined) + window.myCharts.destroy(); + window.myCharts = new Chart(ctx, { + //var myChart = new Chart(ctx, { + type: 'bar', + data: { + labels: labels, + datasets: [{ + label: 'Income', // Name the series + data: income, // Specify the data values array + backgroundColor: '#66aecf', + borderColor: '#66aecf', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Expense', // Name the series + data: expense, // Specify the data values array + backgroundColor: '#6993d6', + borderColor: '#6993d6', + + borderWidth: 1, // Specify bar border width + type: 'bar', // Set this data to a line chart + fill: false + }, + { + label: 'Profit/Loss', // Name the series + data: profit, // Specify the data values array + backgroundColor: '#0bd465', + borderColor: '#0bd465', + + borderWidth: 1, // Specify bar border width + type: 'line', // Set this data to a line chart + fill: false + } + ] + }, + options: { + responsive: true, // Instruct chart js to respond nicely. + maintainAspectRatio: false, // Add to prevent default behaviour of full-width/height + } + }); + + }) + }, + onclick_bank_balance: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.selected'); + var data = $(selected[0]).data(); + var self = this; + + rpc.query({ + model: "account.move", + method: "bank_balance", + }) + .then(function (result) { + + var banks = result['banks']; + var balance = result['banking']; + + + $('.bank_repeat').remove(); + $('#charts').append('
    ' + banks + '        ' + '' + balance.toFixed(2) + '' + '
    '); + + + }) + }, + + + onclick_invoice_this_year: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.selected'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + + rpc.query({ + model: "account.move", + method: "get_total_invoice_current_year", + args: [posted], + }) + .then(function (result) { + + $('#total_supplier_invoice_paid').hide(); + $('#total_supplier_invoice').hide(); + $('#total_customer_invoice_paid').hide(); + $('#total_customer_invoice').hide(); + $('#tot_invoice').hide(); + $('#tot_supplier_inv').hide(); + + $('#total_supplier_invoice_paid_current_month').hide(); + $('#total_supplier_invoice_current_month').hide(); + $('#total_customer_invoice_paid_current_month').hide(); + $('#total_customer_invoice_current_month').hide(); + $('#tot_invoice_current_month').hide(); + $('#tot_supplier_inv_current_month').hide(); + + + $('#total_supplier_invoice_paid_current_year').empty(); + $('#total_supplier_invoice_current_year').empty(); + $('#total_customer_invoice_paid_current_year').empty(); + $('#total_customer_invoice_current_year').empty(); + $('#tot_invoice_current_year').empty(); + $('#tot_supplier_inv_current_year').empty(); + + $('#total_supplier_invoice_paid_current_year').show(); + $('#total_supplier_invoice_current_year').show(); + $('#total_customer_invoice_paid_current_year').show(); + $('#total_customer_invoice_current_year').show(); + $('#tot_invoice_current_year').show(); + $('#tot_supplier_inv_current_year').show(); + var tot_invoice_current_year = result[0][0] + var tot_credit_current_year = result[1][0] + var tot_supplier_inv_current_year = result[2][0] + var tot_supplier_refund_current_year = result[3][0] + var tot_customer_invoice_paid_current_year = result[4][0] + var tot_supplier_invoice_paid_current_year = result[5][0] + var tot_customer_credit_paid_current_year = result[6][0] + var tot_supplier_refund_paid_current_year = result[7][0] + var customer_invoice_total_current_year = (tot_invoice_current_year - tot_credit_current_year).toFixed(2) + var customer_invoice_paid_current_year = (tot_customer_invoice_paid_current_year - tot_customer_credit_paid_current_year).toFixed(2) + var invoice_percentage_current_year = ((customer_invoice_total_current_year / customer_invoice_paid_current_year) * 100).toFixed(2) + var supplier_invoice_total_current_year = (tot_supplier_inv_current_year - tot_supplier_refund_current_year).toFixed(2) + var supplier_invoice_paid_current_year = (tot_supplier_invoice_paid_current_year - tot_supplier_refund_paid_current_year).toFixed(2) + var supplier_percentage_current_year = ((supplier_invoice_total_current_year / supplier_invoice_paid_current_year) * 100).toFixed(2) + + $('#tot_supplier_inv_current_year').attr("value", supplier_invoice_paid_current_year); + $('#tot_supplier_inv_current_year').attr("max", supplier_invoice_total_current_year); + + $('#tot_invoice_current_year').attr("value", customer_invoice_paid_current_year); + $('#tot_invoice_current_year').attr("max", customer_invoice_total_current_year); + + $('#total_customer_invoice_paid_current_year').append(''); + $('#total_customer_invoice_current_year').append('
'); + + $('#total_supplier_invoice_paid_current_year').append('
'); + $('#total_supplier_invoice_current_year').append('
'); + + }) + }, + onclick_invoice_this_month: function (ev) { + ev.preventDefault(); + var selected = $('.btn.btn-tool.selected'); + var data = $(selected[0]).data(); + var posted = false; + if ($('#toggle-two')[0].checked == true) { + posted = "posted" + } + rpc.query({ + model: "account.move", + method: "get_total_invoice_current_month", + args: [posted], + }) + .then(function (result) { + + $('#total_supplier_invoice_paid').hide(); + $('#total_supplier_invoice').hide(); + $('#total_customer_invoice_paid').hide(); + $('#total_customer_invoice').hide(); + $('#tot_invoice').hide(); + $('#tot_supplier_inv').hide(); + $('#total_supplier_invoice_paid_current_month').empty(); + $('#total_supplier_invoice_current_month').empty(); + $('#total_customer_invoice_paid_current_month').empty(); + $('#total_customer_invoice_current_month').empty(); + $('#tot_invoice_current_month').empty(); + $('#tot_supplier_inv_current_month').empty(); + $('#total_supplier_invoice_paid_current_year').hide(); + $('#total_supplier_invoice_current_year').hide(); + $('#total_customer_invoice_paid_current_year').hide(); + $('#total_customer_invoice_current_year').hide(); + $('#tot_invoice_current_year').hide(); + $('#tot_supplier_inv_current_year').hide(); + $('#total_supplier_invoice_paid_current_month').show(); + $('#total_supplier_invoice_current_month').show(); + $('#total_customer_invoice_paid_current_month').show(); + $('#total_customer_invoice_current_month').show(); + $('#tot_invoice_current_month').show(); + $('#tot_supplier_inv_current_month').show(); + var tot_invoice_current_month = result[0][0] + var tot_credit_current_month = result[1][0] + var tot_supplier_inv_current_month = result[2][0] + var tot_supplier_refund_current_month = result[3][0] + var tot_customer_invoice_paid_current_month = result[4][0] + var tot_supplier_invoice_paid_current_month = result[5][0] + var tot_customer_credit_paid_current_month = result[6][0] + var tot_supplier_refund_paid_current_month = result[7][0] + var customer_invoice_total_current_month = (tot_invoice_current_month - tot_credit_current_month).toFixed(2) + var customer_invoice_paid_current_month = (tot_customer_invoice_paid_current_month - tot_customer_credit_paid_current_month).toFixed(2) + var invoice_percentage_current_month = ((customer_invoice_total_current_month / customer_invoice_paid_current_month) * 100).toFixed(2) + var supplier_invoice_total_current_month = (tot_supplier_inv_current_month - tot_supplier_refund_current_month).toFixed(2) + var supplier_invoice_paid_current_month = (tot_supplier_invoice_paid_current_month - tot_supplier_refund_paid_current_month).toFixed(2) + var supplier_percentage_current_month = ((supplier_invoice_total_current_month / supplier_invoice_paid_current_month) * 100).toFixed(2) + + $('#tot_supplier_inv_current_month').attr("value", supplier_invoice_paid_current_month); + $('#tot_supplier_inv_current_month').attr("max", supplier_invoice_total_current_month); + + $('#tot_invoice_current_month').attr("value", customer_invoice_paid_current_month); + $('#tot_invoice_current_month').attr("max", customer_invoice_total_current_month); + + $('#total_customer_invoice_paid_current_month').append(''); + $('#total_customer_invoice_current_month').append('
'); + + $('#total_supplier_invoice_paid_current_month').append('
'); + $('#total_supplier_invoice_current_month').append('