diff --git a/customer_route_management/README.rst b/customer_route_management/README.rst new file mode 100644 index 000000000..78ba82a44 --- /dev/null +++ b/customer_route_management/README.rst @@ -0,0 +1,52 @@ +.. image:: https://img.shields.io/badge/license-OPL--1-red.svg + :target: https://www.odoo.com/documentation/17.0/legal/licenses.html#odoo-apps + :alt: License: OPL-1 + +Customer Route Management +========================= +This module will set routes,shows customers in each route and generates report +with customer details and due amount. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +Odoo Proprietary License v1.0 (OPL-1) +(https://www.odoo.com/documentation/17.0/legal/licenses.html#odoo-apps) + +Credits +------- +* Developer: + (V13) Risha C.T, + (V14) Jibin James, + (V15) Rosmy John, + (V16) Rosmy John, + (V17) Jumana Haseen, +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/customer_route_management/__init__.py b/customer_route_management/__init__.py new file mode 100644 index 000000000..78a6b8509 --- /dev/null +++ b/customer_route_management/__init__.py @@ -0,0 +1,25 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from . import controllers +from . import models +from . import report +from . import wizard diff --git a/customer_route_management/__manifest__.py b/customer_route_management/__manifest__.py new file mode 100644 index 000000000..34334bfda --- /dev/null +++ b/customer_route_management/__manifest__.py @@ -0,0 +1,61 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +{ + 'name': 'Customer Route Management', + 'version': '17.0.1.0.0', + 'category': 'Tools', + 'summary': """This module will set routes and generates report + based on the routes""", + 'description': """This module will set routes, + shows customers in each route and generates report with customer details + and due amount.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'live_test_url': 'https://www.youtube.com/watch?v=tdu6iBP2N6Y', + 'depends': ['base', 'sale_management', 'account_accountant'], + 'license': 'OPL-1', + 'price': 19.99, + 'currency': 'EUR', + 'data': [ + 'security/delivery_route_groups.xml', + 'security/delivery_route_security.xml', + 'security/route_line_security.xml', + 'security/ir.model.access.csv', + 'views/res_partner_views.xml', + 'views/delivery_route_views.xml', + 'views/route_line_views.xml', + 'report/delivery_route_reports.xml', + 'report/delivery_route_templates.xml', + 'wizard/route_report_views.xml', + ], + 'assets': { + 'web.assets_backend': [ + 'customer_route_management/static/src/js/action_manager.js', + ], + }, + 'images': ['static/description/banner.png'], + 'installable': True, + 'auto_install': False, + 'application': True, +} diff --git a/customer_route_management/controllers/__init__.py b/customer_route_management/controllers/__init__.py new file mode 100644 index 000000000..8220dd3c9 --- /dev/null +++ b/customer_route_management/controllers/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from . import customer_route_management diff --git a/customer_route_management/controllers/customer_route_management.py b/customer_route_management/controllers/customer_route_management.py new file mode 100644 index 000000000..d198e1a17 --- /dev/null +++ b/customer_route_management/controllers/customer_route_management.py @@ -0,0 +1,55 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +import json +from odoo import http +from odoo.http import content_disposition, request +from odoo.tools import html_escape + + +class XLSXReportController(http.Controller): + + @http.route('/xlsx_report', type='http', auth='user', methods=['POST'], csrf=False) + def get_report_xlsx(self, model, options, output_format, report_name, **kw): + 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: + se = http.serialize_exception(e) + error = { + 'code': 200, + 'message': 'Odoo Server Error', + 'data': se + } + return request.make_response(html_escape(json.dumps(error))) diff --git a/customer_route_management/doc/RELEASE_NOTES.md b/customer_route_management/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..7cf83a5f7 --- /dev/null +++ b/customer_route_management/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 23.01.2024 +#### Version 17.0.1.0.0 +##### ADD +- Initial commit for Customer Route Management diff --git a/customer_route_management/models/__init__.py b/customer_route_management/models/__init__.py new file mode 100644 index 000000000..fe2c96dcd --- /dev/null +++ b/customer_route_management/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from . import delivery_route +from . import res_partner +from . import route_line diff --git a/customer_route_management/models/delivery_route.py b/customer_route_management/models/delivery_route.py new file mode 100644 index 000000000..2bed44da1 --- /dev/null +++ b/customer_route_management/models/delivery_route.py @@ -0,0 +1,39 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from odoo import fields, models + + +class DeliveryRoute(models.Model): + """This class creates a model with name 'delivery.route' and + fields name and route_lines""" + _name = 'delivery.route' + _description = 'Delivery Route' + + name = fields.Char(string='Name', help="Name of the delivery route") + company_id = fields.Many2one( + comodel_name='res.company', + string='Company', default=lambda self: self.env.company) + route_lines = fields.One2many('route.line', + 'delivery_route_link', + string='Route Lines', + help="Route lines containing route," + " delivery route and customer details") diff --git a/customer_route_management/models/res_partner.py b/customer_route_management/models/res_partner.py new file mode 100644 index 000000000..10e57c1a6 --- /dev/null +++ b/customer_route_management/models/res_partner.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from odoo import fields, models + + +class ResPartner(models.Model): + """This class inherits model 'res.partner' and adds fields""" + _inherit = 'res.partner' + _order = 'sequence' + _check_company_auto = True + + locations = fields.Many2one('route.line', string='Location', + help="Location of route.") + sequence = fields.Integer(default=10) + + def get_all_dues(self): + """This function gives all the dues and invoices details + of selected customer""" + query = """select name,invoice_date_due,amount_residual_signed from account_move where partner_id in + (select id from res_partner where id =%s or parent_id=%s) and state != 'draft' and + amount_residual_signed != 0 + order by create_date""" + self.env.cr.execute(query, [self.id, self.id]) + list = self.env.cr.dictfetchall() + return list diff --git a/customer_route_management/models/route_line.py b/customer_route_management/models/route_line.py new file mode 100644 index 000000000..660b4e3f1 --- /dev/null +++ b/customer_route_management/models/route_line.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from odoo import models, fields + + +class RouteLines(models.Model): + """This class creates a model 'route.line' and adds fields""" + _name = 'route.line' + _description = 'Route Line' + _rec_name = 'route' + _order = 'sequence' + + sequence = fields.Integer(default=10) + route = fields.Char(string='Routes', help="Route of corresponding" + " route line.") + company_id = fields.Many2one( + comodel_name='res.company', + string='Company', default=lambda self: self.env.company) + delivery_route_link = fields.Many2one('delivery.route', + help="Delivery route of " + "corresponding delivery.") + cust_tree = fields.One2many('res.partner', + 'locations', + string='Customers', help="Customer who has " + "selected " + "corresponding " + "route line" + " line seen under " + "route line.") diff --git a/customer_route_management/report/__init__.py b/customer_route_management/report/__init__.py new file mode 100644 index 000000000..408df7445 --- /dev/null +++ b/customer_route_management/report/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from . import delivery_route_report diff --git a/customer_route_management/report/delivery_route_report.py b/customer_route_management/report/delivery_route_report.py new file mode 100644 index 000000000..6fbbdb93f --- /dev/null +++ b/customer_route_management/report/delivery_route_report.py @@ -0,0 +1,39 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from odoo import api, models + + +class RouteReport(models.AbstractModel): + _name = 'report.customer_route_management.route_report_template' + _description = "Delivery Route Report" + + @api.model + def _get_report_values(self, docids, data=None): + """Function return details coming under selected route + from the wizard""" + routes_data = self.env['delivery.route'].search_read([]) + route_ids = [route['id'] for route in routes_data] + return { + 'data': self.env['delivery.route'].search( + [('id', 'in', route_ids)]), + 'pay': data['payment'] + } diff --git a/customer_route_management/report/delivery_route_reports.xml b/customer_route_management/report/delivery_route_reports.xml new file mode 100644 index 000000000..a947ec31b --- /dev/null +++ b/customer_route_management/report/delivery_route_reports.xml @@ -0,0 +1,16 @@ + + + + + + Print Route Details + delivery.route + qweb-pdf + customer_route_management.route_report_template + customer_route_management.route_report_template + + report + + + diff --git a/customer_route_management/report/delivery_route_templates.xml b/customer_route_management/report/delivery_route_templates.xml new file mode 100644 index 000000000..defac8779 --- /dev/null +++ b/customer_route_management/report/delivery_route_templates.xml @@ -0,0 +1,118 @@ + + + + + diff --git a/customer_route_management/security/delivery_route_groups.xml b/customer_route_management/security/delivery_route_groups.xml new file mode 100644 index 000000000..49093790e --- /dev/null +++ b/customer_route_management/security/delivery_route_groups.xml @@ -0,0 +1,23 @@ + + + + + Delivery Route Creation + User access levels for customer route + management module + + 10 + + + + User + + + + + Manager + + + + diff --git a/customer_route_management/security/delivery_route_security.xml b/customer_route_management/security/delivery_route_security.xml new file mode 100644 index 000000000..f4cc695a2 --- /dev/null +++ b/customer_route_management/security/delivery_route_security.xml @@ -0,0 +1,12 @@ + + + + + Delivery Route Multi-Company + + ['|', ('company_id', '=', False), + ('company_id', 'in', company_ids)] + + + diff --git a/customer_route_management/security/ir.model.access.csv b/customer_route_management/security/ir.model.access.csv new file mode 100644 index 000000000..e6ceedd9b --- /dev/null +++ b/customer_route_management/security/ir.model.access.csv @@ -0,0 +1,7 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_delivery_route_user,delivery.route user,model_delivery_route,customer_route_management.group_delivery_route_user,1,0,0,0 +access_delivery_route_manager,delivery.route manager,model_delivery_route,customer_route_management.group_delivery_route_manager,1,1,1,1 +access_route_line_user,route.line user,model_route_line,customer_route_management.group_delivery_route_user,1,0,0,0 +access_route_line_manager,route.line manager,model_route_line,customer_route_management.group_delivery_route_manager,1,1,1,1 +access_route_report_user,route_report user,model_route_report,customer_route_management.group_delivery_route_user,1,0,0,0 +access_route_report_manager,route_report manager,model_route_report,customer_route_management.group_delivery_route_manager,1,1,1,1 diff --git a/customer_route_management/security/route_line_security.xml b/customer_route_management/security/route_line_security.xml new file mode 100644 index 000000000..8f743ca0a --- /dev/null +++ b/customer_route_management/security/route_line_security.xml @@ -0,0 +1,12 @@ + + + + + Route Line Multi-Company + + ['|', ('company_id', '=', False), + ('company_id', 'in', company_ids)] + + + diff --git a/customer_route_management/static/description/assets/icons/capture (1).png b/customer_route_management/static/description/assets/icons/capture (1).png new file mode 100644 index 000000000..8824deafc Binary files /dev/null and b/customer_route_management/static/description/assets/icons/capture (1).png differ diff --git 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+
+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+
+
+
+

+ Customer Route Management

+

+ This module allows to set the delivery route locations, view + customers in that route and get route based reports. +

+
+ +
+
+
+
+
+

+ Key Highlights +

+
+
+
+
+
+ +
+
+

+ Configure route.

+
+
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+ +
+
+

+ Set location for the customer.

+
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+
+
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+ +
+
+

+ Generate reports based on Amount due with due + date and invoice number and Total amount + due.

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

+ Go to Settings --> Users & Companies + to + enable the Delivery Route Creation group +

+

+ Enable the boolean field and select the + group accordingly to give access to the + application for corresponding groups. + Enable Multi Companies if required. +

+
+
+
+
+
+
+ +
+
+

+ Go to Delivery Routes --> Routes to + create new route

+
+
+
+
+
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+ +
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+

+ You can give a name for the route and set + locations in that route under route + lines

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+ +
+
+

+ Delivery Routes created under the route can + be seen under route lines.

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+ +
+
+

+ Go to Contacts and select a customer. Select + the Sales & purchases tab and select the + location for this customer.

+
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+
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+ +
+
+

+ Under the Route lines in Delivery Routes,see + the customers who have selected the route + lines

+
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+ +
+
+

+ Go to Delivery Routes --> Report and a + wizard will open.Select the Routes and you + will get report with locations in the route + and customer details. You can get both pdf + and excel report.

+
+
+ +
+
+ +
+
+
+
+
+
+ +
+
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+ Select the Show Due Amount option to see due + amounts for each customer with invoice + number and due date.You can get both pdf and + excel report.

+
+
+ +
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+ +
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+ +
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+

+ Select the Total Due only option to see the + total due amounts. You can get both pdf and + excel report.

+
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+ +
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+ +
+
+
+
+
+
+
    +
  • + Available in + Odoo 17.0 Community and Enterprise. +
  • +
  • + Set the delivery + route locations, view + customers in that route and get route based + reports. +
  • +
  • + Customer Route + Management +
      +
    • This module allows to set the delivery + route locations. Hence, the customers in + the specific route can be viewed for + each location. The module also generate + pdf or excel reports for the selected + routes. It will display the locations in + that route along with customer details. + One can view the due amounts for each + customer along with invoice number and + due dates or get the total amount that + is due. +
    • +
    +
  • +
+
+
+
+
+
+
Version + 17.0.1.0.0|Released on:23rd January 2024 +
+

+ Initial Commit for Customer Route Management +

+
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+
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+
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+
+
+ + + + + + diff --git a/customer_route_management/static/src/js/action_manager.js b/customer_route_management/static/src/js/action_manager.js new file mode 100644 index 000000000..6e95e8cfa --- /dev/null +++ b/customer_route_management/static/src/js/action_manager.js @@ -0,0 +1,16 @@ +/** @odoo-module*/ +import {registry} from "@web/core/registry"; +import {download} from "@web/core/network/download"; +import { BlockUI, unblockUI } from "@web/core/ui/block_ui"; +//Action manager for xlsx report +registry.category('ir.actions.report handlers').add('xlsx', async (action) => { + if (action.report_type === 'xlsx'){ + BlockUI; +await download({ + url : '/xlsx_report', + data : action.data, + error : (error) => self.call('crash_manager', 'rpc_error', error), + complete: () => unblockUI, + }); + } +}) diff --git a/customer_route_management/views/delivery_route_views.xml b/customer_route_management/views/delivery_route_views.xml new file mode 100644 index 000000000..849fe7879 --- /dev/null +++ b/customer_route_management/views/delivery_route_views.xml @@ -0,0 +1,56 @@ + + + + + delivery.route.view.form + delivery.route + +
+ + + + + + + + + + + + + + + + +
+
+
+ + + delivery.route.view.tree + delivery.route + + + + + + + + + Delivery Routes + ir.actions.act_window + delivery.route + tree,form + +

+ Click to create a new Delivery Route. +

+
+
+ + + +
diff --git a/customer_route_management/views/res_partner_views.xml b/customer_route_management/views/res_partner_views.xml new file mode 100644 index 000000000..bfa577bd7 --- /dev/null +++ b/customer_route_management/views/res_partner_views.xml @@ -0,0 +1,21 @@ + + + + + + res.partner.view.form.inherit.customer.route.management + + res.partner + + + + + + + + + + + + + diff --git a/customer_route_management/views/route_line_views.xml b/customer_route_management/views/route_line_views.xml new file mode 100644 index 000000000..394b1890d --- /dev/null +++ b/customer_route_management/views/route_line_views.xml @@ -0,0 +1,26 @@ + + + + + route.line.view.form + route.line + +
+ + + + + + + + + + + + + +
+
+
+
diff --git a/customer_route_management/wizard/__init__.py b/customer_route_management/wizard/__init__.py new file mode 100644 index 000000000..c894ef140 --- /dev/null +++ b/customer_route_management/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +from . import route_report diff --git a/customer_route_management/wizard/route_report.py b/customer_route_management/wizard/route_report.py new file mode 100644 index 000000000..af498bce3 --- /dev/null +++ b/customer_route_management/wizard/route_report.py @@ -0,0 +1,190 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Jumana Haseen (odoo@cybrosys.com) +# +# This program is under the terms of the Odoo Proprietary License v1.0 +# (OPL-1) It is forbidden to publish, distribute, sublicense, or +# sell copies of the Software or modified copies of the Software. +# +# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. +# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY +# CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT +# OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR +# THE USE OR OTHER DEALINGS IN THE SOFTWARE. +# +############################################################################### +import json +import io +from odoo import fields, models +from odoo.tools import date_utils +try: + from odoo.tools.misc import xlsxwriter +except ImportError: + import xlsxwriter + + +class IrActionsXlsxDownload(models.Model): + _name = 'ir_actions_xlsx_download' + _description = 'Action XLSX Download' + _inherit = 'ir.actions.actions' + _table = 'ir_actions' + type = fields.Char(default='ir_actions_xlsx_download') + + +class RouteReport(models.TransientModel): + """Transient model for the wizard""" + _name = 'route.report' + _description = 'Route Report' + + route = fields.Many2many('delivery.route', string='Route') + payment = fields.Boolean(string='Show Due Amount') + consolidated = fields.Boolean(string='Total Due only') + + def print_route_details(self): + """Action on button to print pdf report""" + data = { + 'route': self.route.read(['name']), + 'route_lines': self.route.route_lines.read(), + 'payment': self.payment, + 'consolidated': self.consolidated, + } + return self.env.ref( + 'customer_route_management.report_route_report').report_action(self, + data=data) + + def print_xlsx_report_route(self): + """Action on button to print xlsx report""" + data = { + 'model': self._name, + 'route': self.route.ids, + 'payment': self.payment, + 'consolidated': self.consolidated + } + return { + 'type': 'ir.actions.report', + 'data': {'model': 'route.report', + 'options': json.dumps(data, + default=date_utils.json_default), + 'output_format': 'xlsx', + 'report_name': 'Customer Route Management Report', + }, + 'report_type': 'xlsx' + } + + def get_xlsx_report(self, data, response): + """Get xlsx report""" + output = io.BytesIO() + workbook = xlsxwriter.Workbook(output, {'in_memory': True}) + cell_format = workbook.add_format( + {'align': 'center', 'bold': True, 'bg_color': '#d3d3d3;', + 'color': '#191081'}) + left = workbook.add_format({'align': 'left'}) + loc_bold = workbook.add_format({'bold': True}) + color = workbook.add_format({'color': '#031311;'}) + if data['payment']: + bold = workbook.add_format({'bold': True, 'align': 'left'}) + else: + bold = workbook.add_format({'align': 'left'}) + docs = self.env['delivery.route'].search( + [('id', 'in', data['route'])]) + for o in docs: + sheet = workbook.add_worksheet(o.name) + i = 3 + sheet.merge_range('F1:J1', o.name.upper(), cell_format) + for l in o.route_lines: + if (l.route): + sheet.merge_range( + 'A' + str(i - 1) + ':' + 'B' + str(i - 1), + l.route.upper() + ':', loc_bold) + if data['payment'] and not data['consolidated']: + sheet.merge_range( + 'D' + str(i - 1) + ':' + 'E' + str(i - 1), + 'Invoice Number', bold) + sheet.merge_range( + 'F' + str(i - 1) + ':' + 'G' + str(i - 1), 'Date', + bold) + sheet.merge_range( + 'H' + str(i - 1) + ':' + 'I' + str(i - 1), + 'Amount Due', bold) + for v in l.cust_tree: + address = str(v.street) + " " + str(v.street2) + \ + " " + str(v.city) + " " + str( + v.state_id.name) + " " + str(v.zip) + \ + " " + str(v.country_id.name) + " " + str( + v.email) + if data['payment'] and not data['consolidated']: + sheet.merge_range( + 'B' + str(i) + ':' + 'C' + str(i), + str(v.name) + " " + str(v.phone) + " " + + address.replace('False', ''), color) + else: + sheet.merge_range( + 'B' + str(i) + ':' + 'C' + str(i), + str(v.name).replace('False', ''), color) + sheet.merge_range( + 'D' + str(i) + ':' + 'E' + str(i), + str(v.phone).replace('False', ''), color) + sheet.merge_range( + 'F' + str(i) + ':' + 'G' + str(i), + address.replace('False', ''), color) + i += 1 + if data['payment']: + total = 0.0 + for dues in v.get_all_dues(): + total += dues['amount_residual_signed'] + if not data['consolidated']: + sheet.merge_range( + 'D' + str(i) + ':' + 'E' + str(i), + dues['name'], left) + sheet.merge_range( + 'F' + str(i) + ':' + 'G' + str(i), + str(dues['invoice_date_due'].strftime( + "%B-%d-%Y")), left) + if self.env.user.company_id.currency_id.position == 'after': + sheet.merge_range( + 'H' + str(i) + ':' + 'I' + str(i), + str("{:.2f}".format(dues[ + 'amount_residual_signed'])) + + str( + self.env.user.company_id.currency_id.symbol), + left) + else: + sheet.merge_range( + 'H' + str(i) + ':' + 'I' + str(i), + str(self.env.user.company_id.currency_id.symbol) + + str("{:.2f}".format(dues[ + 'amount_residual_signed'])) + , bold) + i += 1 + if total != 0.0: + sheet.merge_range( + 'D' + str(i) + ':' + 'E' + str(i), 'Total', + bold) + sheet.merge_range( + 'F' + str(i) + ':' + 'G' + str(i), '', + left) + if self.env.user.company_id.currency_id.position == 'after': + sheet.merge_range( + 'H' + str(i) + ':' + 'I' + str(i), + str("{:.2f}".format(total)) + + str(self.env.user.company_id.currency_id.symbol), + bold) + else: + sheet.merge_range( + 'H' + str(i) + ':' + 'I' + str(i), + str(self.env.user.company_id.currency_id.symbol) + + str("{:.2f}".format(total)) + , bold) + i += 1 + i += 1 + + workbook.close() + output.seek(0) + response.stream.write(output.read()) + output.close() diff --git a/customer_route_management/wizard/route_report_views.xml b/customer_route_management/wizard/route_report_views.xml new file mode 100644 index 000000000..109db9848 --- /dev/null +++ b/customer_route_management/wizard/route_report_views.xml @@ -0,0 +1,41 @@ + + + + + Route Report + route.report + +
+ + + + + + + + + +
+
+
+
+
+ + + Routes + route.report + form + + new + + + +