Browse Source

Dec 18 : [ADD] Initial Commit 'sale_report_advanced'

pull/313/head
AjmalCybro 1 year ago
parent
commit
ef1a43c565
  1. 46
      sale_report_advanced/README.rst
  2. 23
      sale_report_advanced/__init__.py
  3. 62
      sale_report_advanced/__manifest__.py
  4. 22
      sale_report_advanced/controllers/__init__.py
  5. 66
      sale_report_advanced/controllers/sale_report_advanced.py
  6. 6
      sale_report_advanced/doc/RELEASE_NOTES.md
  7. 97
      sale_report_advanced/report/invoice_analysis_templates.xml
  8. 46
      sale_report_advanced/report/sale_advanced_reports.xml
  9. 353
      sale_report_advanced/report/sale_profit_templates.xml
  10. 168
      sale_report_advanced/report/sales_analysis_templates.xml
  11. 109
      sale_report_advanced/report/sales_category_templates.xml
  12. 59
      sale_report_advanced/report/sales_indent_templates.xml
  13. 65
      sale_report_advanced/report/sales_weekly_templates.xml
  14. 7
      sale_report_advanced/security/ir.model.access.csv
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  72. 944
      sale_report_advanced/static/description/index.html
  73. 19
      sale_report_advanced/static/src/js/action_manager.js
  74. 38
      sale_report_advanced/views/sale_report_advanced_views.xml
  75. 27
      sale_report_advanced/wizard/__init__.py
  76. 462
      sale_report_advanced/wizard/sale_report_advance.py
  77. 36
      sale_report_advanced/wizard/sale_report_advance_views.xml
  78. 417
      sale_report_advanced/wizard/sale_report_analysis.py
  79. 40
      sale_report_advanced/wizard/sale_report_analysis_views.xml
  80. 267
      sale_report_advanced/wizard/sale_report_category.py
  81. 32
      sale_report_advanced/wizard/sale_report_category_views.xml
  82. 250
      sale_report_advanced/wizard/sale_report_indent.py
  83. 37
      sale_report_advanced/wizard/sale_report_indent_views.xml
  84. 278
      sale_report_advanced/wizard/sale_report_invoice.py
  85. 35
      sale_report_advanced/wizard/sale_report_invoice_views.xml
  86. 208
      sale_report_advanced/wizard/sale_report_weekly.py
  87. 33
      sale_report_advanced/wizard/sale_report_weekly_views.xml

46
sale_report_advanced/README.rst

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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
Advanced Sales Reports
======================
This Module Helps to Generate Advanced sales reports.
Configuration
=============
* No additional configurations needed
License
-------
General Public License, Version 3 (AGPL v3).
(https://www.gnu.org/licenses/agpl-3.0-standalone.html)
Company
-------
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
Credits
-------
Developer: (V17) Ayana KP,
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 <https://cybrosys.com/>`__
Further information
===================
HTML Description: `<static/description/index.html>`__

23
sale_report_advanced/__init__.py

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# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
from . import controllers
from . import wizard

62
sale_report_advanced/__manifest__.py

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# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
{
'name': 'Advanced Sales Reports',
'version': '17.0.1.0.0',
'category': 'Sales',
'summary': """This Module Helps to Generate Advanced sales reports""",
'description': """This module helps you to print reports like Sales Analysis,
Sales By Category, Sales Indent, Sales Invoice ,Product Profit ,
Hourly Sales in PDF and XLSX format.""",
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': 'https://www.cybrosys.com',
'depends': ['sale_management', 'account'],
'data': [
'security/ir.model.access.csv',
'wizard/sale_report_advance_views.xml',
'wizard/sale_report_invoice_views.xml',
'wizard/sale_report_analysis_views.xml',
'wizard/sale_report_weekly_views.xml',
'wizard/sale_report_category_views.xml',
'wizard/sale_report_indent_views.xml',
'views/sale_report_advanced_views.xml',
'report/sale_advanced_reports.xml',
'report/invoice_analysis_templates.xml',
'report/sales_indent_templates.xml',
'report/sale_profit_templates.xml',
'report/sales_category_templates.xml',
'report/sales_analysis_templates.xml',
'report/sales_weekly_templates.xml',
],
'assets': {
'web.assets_backend': [
'sale_report_advanced/static/src/js/action_manager.js',
],
},
'images': ['static/description/banner.png'],
'license': 'AGPL-3',
'installable': True,
'auto_install': False,
'application': False,
}

22
sale_report_advanced/controllers/__init__.py

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# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
from . import sale_report_advanced

66
sale_report_advanced/controllers/sale_report_advanced.py

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# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
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_reports', type='http', auth='user', methods=['POST'],
csrf=False)
def get_report_xlsx(self, model, options, output_format, report_name):
"""Generate an XLSX reports based on the provided data and return
it as a response.
Args:
model (str): The name of the model on which the reports is based.
data (str): The data required for generating the reports.
output_format (str): The desired output format for the reports (e.g., 'xlsx').
report_name (str): The name to be given to the generated reports file.
Returns:
Response: The generated reports file as a response.
Raises:
Exception: If an error occurs during reports generation. """
uid = request.session.uid
report_obj = request.env[model].with_user(uid)
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)))

6
sale_report_advanced/doc/RELEASE_NOTES.md

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## Module <sales_report_advanced>
#### 12.12.2023
#### Version 17.0.1.0.0
##### ADD
- Initial Commit for Advanced Sales Reports

97
sale_report_advanced/report/invoice_analysis_templates.xml

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template for invoice analysis report -->
<template id="invoice_analysis_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Invoice Analysis Report</h3>
</b>
</center>
<t t-if="start_date and end_date">
<center>
<span t-esc="start_date"/>
To
<span t-esc="end_date"/>
</center>
</t>
<t t-foreach="partner_id" t-as="partner">
<center>
<b>
<span t-esc="partner['name']"/>
</b>
</center>
<br/>
<t t-set="t_invoiced" t-value="0"/>
<t t-set="t_paid" t-value="0"/>
<t t-set="t_due" t-value="0"/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order Number</th>
<th>Order Date</th>
<th>Invoice Number</th>
<th>Invoice Date</th>
<th>Amount Invoiced</th>
<th>Amount Paid</th>
<th>Amount Due</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['partner_id'] == partner['id']">
<td>
<span t-esc="order['so']"/>
</td>
<td>
<span t-esc="order['order_date']"
t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['invoice']"/>
</td>
<td>
<span t-esc="order['date']"/>
</td>
<td>
<span t-esc="order['invoiced']"/>
<t t-set="t_invoiced"
t-value="t_invoiced + order['invoiced']"></t>
</td>
<td>
<span t-esc="order['paid']"/>
<t t-set="t_paid"
t-value="t_paid + order['paid']"></t>
</td>
<td>
<span t-esc="order['due']"/>
<t t-set="t_due"
t-value="t_due + order['due']"></t>
</td>
</t>
</tr>
<tr>
<td>
<span>Total invoiced</span>
<t t-esc="t_invoiced"/>
</td>
<td>
<span>Total paid:</span>
<t t-esc="t_paid"/>
</td>
<td>
<span>Total due:</span>
<t t-esc="t_due"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</template>
</odoo>

46
sale_report_advanced/report/sale_advanced_reports.xml

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Actions for pdf report -->
<record id="action_sale_report" model="ir.actions.report">
<field name="name">Sales</field>
<field name="model">sale.report.advance</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.sale_report_view</field>
<field name="report_file">sale_report_advanced.sale_report_view</field>
</record>
<record id="action_invoice_analysis" model="ir.actions.report">
<field name="name">Invoice Analysis</field>
<field name="model">sale.report.invoice</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.invoice_analysis_view</field>
<field name="report_file">sale_report_advanced.invoice_analysis_view</field>
</record>
<record id="action_sale_category" model="ir.actions.report">
<field name="name">Sales Category</field>
<field name="model">sale.report.category</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.sales_category_view</field>
<field name="report_file">sale_report_advanced.sales_category_view</field>
</record>
<record id="action_sale_indent" model="ir.actions.report">
<field name="name">Product Sales Indent</field>
<field name="model">sale.report.indent</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.sales_indent_view</field>
<field name="report_file">sale_report_advanced.sales_indent_view</field>
</record>
<record id="action_sales_analysis" model="ir.actions.report">
<field name="name">Sales Analysis Report</field>
<field name="model">sale.report.analysis</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.sales_analysis_view</field>
<field name="report_file">sale_report_advanced.sales_analysis_view</field>
</record>
<record id="action_sales_weekly" model="ir.actions.report">
<field name="name">Hourly Sales Report</field>
<field name="model">sale.report.weekly</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">sale_report_advanced.sales_hourly_view</field>
<field name="report_file">sale_report_advanced.sales_hourly_view</field>
</record>
</odoo>

353
sale_report_advanced/report/sale_profit_templates.xml

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template for sale report -->
<template id="sale_report_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Sales Profit Report</h3>
</b>
</center>
<t t-if="start_date and end_date">
<center>
<span t-esc="start_date"/>
To
<span t-esc="end_date"/>
</center>
</t>
<t t-if="type=='customer'">
<t t-foreach="partner_id" t-as="partner">
<center>
<b>
<span t-esc="partner['name']"/>
</b>
</center>
<t t-set="t_cost" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_profit" t-value="0"/>
<t t-set="t_margin" t-value="0"/>
<br/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Product</th>
<th>Quantity</th>
<th>Cost</th>
<th>Sale Price</th>
<th>Profit</th>
<th>Margin(%)</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['partner_id'] == partner['id']">
<td>
<span t-esc="order['sequence']"/>
</td>
<td>
<span t-esc="order['date']"
t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['product']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
</td>
<td>
<span t-esc="order['cost']"/>
<t t-set="t_cost"
t-value="t_cost + order['cost']"></t>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price"
t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['profit']"/>
<t t-set="t_profit"
t-value="t_profit + order['profit']"></t>
</td>
<td>
<span t-esc="order['margin']"/>
<t t-set="t_margin"
t-value="t_margin + order['margin']"></t>
</td>
</t>
</tr>
<tr>
<td>
<span>Total cost</span>
<t t-esc="t_cost"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Profit:</span>
<t t-esc="t_profit"/>
</td>
<td>
<span>Total margin:</span>
<t t-esc="t_margin"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
<t t-if="type=='product'">
<t t-foreach="product_id" t-as="product">
<center>
<b>
<span t-esc="product['name']"/>
</b>
</center>
<t t-set="t_cost" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_profit" t-value="0"/>
<t t-set="t_margin" t-value="0"/>
<br/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Customer</th>
<th>Quantity</th>
<th>Cost</th>
<th>Sale Price</th>
<th>Profit</th>
<th>Margin(%)</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['product_id'] == product['id']">
<td>
<span t-esc="order['sequence']"/>
</td>
<td>
<span t-esc="order['date']"
t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['partner']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
</td>
<td>
<span t-esc="order['cost']"/>
<t t-set="t_cost"
t-value="t_cost + order['cost']"></t>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price"
t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['profit']"/>
<t t-set="t_profit"
t-value="t_profit + order['profit']"></t>
</td>
<td>
<span t-esc="order['margin']"/>
<t t-set="t_margin"
t-value="t_margin + order['margin']"></t>
</td>
</t>
</tr>
<tr>
<td>
<span>Total cost</span>
<t t-esc="t_cost"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Profit:</span>
<t t-esc="t_profit"/>
</td>
<td>
<span>Total margin:</span>
<t t-esc="t_margin"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
<t t-if="type=='both'">
<table class="table table-condensed">
<t t-set="t_cost" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_profit" t-value="0"/>
<t t-set="t_margin" t-value="0"/>
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Customer</th>
<th>Product</th>
<th>Quantity</th>
<th>Cost</th>
<th>Sale Price</th>
<th>Profit</th>
<th>Margin(%)</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<td>
<span t-esc="order['sequence']"/>
</td>
<td>
<span t-esc="order['date']"
t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['partner']"/>
</td>
<td>
<span t-esc="order['product']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
</td>
<td>
<span t-esc="order['cost']"/>
<t t-set="t_cost"
t-value="t_cost + order['cost']"></t>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price"
t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['profit']"/>
<t t-set="t_profit"
t-value="t_profit + order['profit']"></t>
</td>
<td>
<span t-esc="order['margin']"/>
<t t-set="t_margin"
t-value="t_margin + order['margin']"></t>
</td>
</tr>
<tr>
<td>
<span>Total cost</span>
<t t-esc="t_cost"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Profit:</span>
<t t-esc="t_profit"/>
</td>
<td>
<span>Total margin:</span>
<t t-esc="t_margin"/>
</td>
</tr>
</tbody>
</table>
</t>
<t t-if="no_value == True">
<table class="table table-condensed">
<t t-set="t_cost" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_profit" t-value="0"/>
<t t-set="t_margin" t-value="0"/>
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Customer</th>
<th>Product</th>
<th>Quantity</th>
<th>Cost</th>
<th>Sale Price</th>
<th>Profit</th>
<th>Margin(%)</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order" t-key="order">
<td>
<span t-esc="order['sequence']"/>
</td>
<td>
<span t-esc="order['date']"
t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['partner']"/>
</td>
<td>
<span t-esc="order['product']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
</td>
<td>
<span t-esc="order['cost']"/>
<t t-set="t_cost"
t-value="t_cost + order['cost']"></t>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price"
t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['profit']"/>
<t t-set="t_profit"
t-value="t_profit + order['profit']"></t>
</td>
<td>
<span t-esc="order['margin']"/>
<t t-set="t_margin"
t-value="t_margin + order['margin']"></t>
</td>
</tr>
<tr>
<td>
<span>Total cost</span>
<t t-esc="t_cost"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Profit:</span>
<t t-esc="t_profit"/>
</td>
<td>
<span>Total margin:</span>
<t t-esc="t_margin"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</template>
</odoo>

168
sale_report_advanced/report/sales_analysis_templates.xml

@ -0,0 +1,168 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template for sale analysis -->
<template id="sales_analysis_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<style>
</style>
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Sales Analysis Report</h3>
</b>
</center>
<t t-if="start_date and end_date">
<center>
<span t-esc="start_date"/>
To
<span t-esc="end_date"/>
</center>
</t>
<t t-foreach="partner_id" t-as="partner">
<center>
<b>
<span t-esc="partner['name']" style="font-size:22px;"/>
</b>
</center>
<t t-if="type =='sale'">
<t t-set="t_amt" t-value="0"/>
<t t-set="t_paid" t-value="0"/>
<t t-set="t_balance" t-value="0"/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order Number</th>
<th>Order Date</th>
<th>Sales Person</th>
<th>Sales Amount</th>
<th>Amount Paid</th>
<th>Balance</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['partner_id'] == partner['id']">
<td>
<span t-esc="order['so']"/>
</td>
<td>
<span t-esc="order['date']"/>
</td>
<td>
<span t-esc="order['sales_person']"/>
</td>
<td>
<span t-esc="order['s_amt']"/>
<t t-set="t_amt" t-value="t_amt + order['s_amt']"></t>
</td>
<td>
<span t-esc="order['p_amt']"/>
<t t-set="t_paid" t-value="t_paid + order['p_amt']"></t>
</td>
<td>
<span t-esc="order['balance']"/>
<t t-set="t_balance" t-value="t_balance + order['balance']"></t>
</td>
</t>
</tr>
<tr>
<td colsapn="3">
<span>Total Amount</span>
<t t-esc="t_amt"/>
</td>
<td>
<span>Total Paid:</span>
<t t-esc="t_paid"/>
</td>
<td>
<span>Total Balance:</span>
<t t-esc="t_balance"/>
</td>
</tr>
</tbody>
</table>
</t>
<t t-else="">
<t t-set="t_total" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_disc" t-value="0"/>
<t t-set="t_qty" t-value="0"/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Product</th>
<th>Quantity</th>
<th>price</th>
<th>Discount(%)</th>
<th>Tax(%)</th>
<th>Subtotal</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['partner_id'] == partner['id']">
<td>
<span t-esc="order['so']"/>
</td>
<td>
<span t-esc="order['date']"/>
</td>
<td>
<span t-esc="order['product_id']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
<t t-set="t_qty" t-value="t_qty + order['quantity']"></t>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price" t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['discount']"/>
<t t-set="t_disc" t-value="t_disc + order['discount']"></t>
</td>
<td>
<span t-esc="order['tax']"/>
</td>
<td>
<span t-esc="order['total']"/>
<t t-set="t_total" t-value="t_total + order['total']"></t>
</td>
</t>
</tr>
<tr>
<td colsapn="3">
<span>Total Quantity</span>
<t t-esc="t_qty"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Discount:</span>
<t t-esc="t_disc"/>
</td>
<td>
<span>Subtotal</span>
<t t-esc="t_total"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</t>
</template>
</odoo>

109
sale_report_advanced/report/sales_category_templates.xml

@ -0,0 +1,109 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template for sale category pdf report -->
<template id="sales_category_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Sales category Report</h3>
</b>
</center>
<t t-if="start_date and end_date">
<center>
<span t-esc="start_date"/>
To
<span t-esc="end_date"/>
</center>
</t>
<t t-if="categ_id">
<t t-foreach="categ_id" t-as="categ">
<center>
<b>
<span t-esc="categ['name']"/>
</b>
</center>
<br/>
<t t-set="t_qty" t-value="0"/>
<t t-set="t_price" t-value="0"/>
<t t-set="t_total" t-value="0"/>
<t t-set="t_subtotal" t-value="0"/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order</th>
<th>Date</th>
<th>Product</th>
<th>Quantity</th>
<th>UOM</th>
<th>Price</th>
<th>Tax(%)</th>
<th>Subtotal</th>
<th>Total</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['category_id'] == categ['id']">
<td>
<span t-esc="order['so']"/>
</td>
<td>
<span t-esc="order['date']" t-options='{"widget": "date"}'/>
</td>
<td>
<span t-esc="order['product_id']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
<t t-set="t_qty" t-value="t_qty + order['quantity']"></t>
</td>
<td>
<span t-esc="order['uom']"/>
</td>
<td>
<span t-esc="order['price']"/>
<t t-set="t_price" t-value="t_price + order['price']"></t>
</td>
<td>
<span t-esc="order['tax']"/>
</td>
<td>
<span t-esc="order['subtotal']"/>
<t t-set="t_subtotal" t-value="t_subtotal + order['subtotal']"></t>
</td>
<td>
<span t-esc="order['total']"/>
<t t-set="t_total" t-value="t_total + order['total']"></t>
</td>
</t>
</tr>
<tr>
<td colsapn="3">
<span>Total Quantity</span>
<t t-esc="t_qty"/>
</td>
<td>
<span>Total Price:</span>
<t t-esc="t_price"/>
</td>
<td>
<span>Total Subtotal:</span>
<t t-esc="t_subtotal"/>
</td>
<td>
<span>Total Total:</span>
<t t-esc="t_total"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</t>
</template>
</odoo>

59
sale_report_advanced/report/sales_indent_templates.xml

@ -0,0 +1,59 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template for sale indent report -->
<template id="sales_indent_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Product Sales Indent Report</h3>
</b>
</center>
<t t-if="start_date and end_date">
<center>
<span t-esc="start_date"/>
To
<span t-esc="end_date"/>
</center>
</t>
<t t-foreach="partner_id" t-as="partner">
<center>
<b>
<span t-esc="partner['name']" style="font-size:22px;"/>
</b>
</center>
<t t-foreach="categ_id" t-as="categ">
<center>
<b>
<span t-esc="categ['name']" style="font-size:17px;"/>
</b>
</center>
<table class="table table-condensed">
<thead>
<tr>
<th>Product</th>
<th>Quantity</th>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order">
<t t-if="order['category_id'] == categ['id'] and order['partner_id'] == partner['id']">
<td>
<span t-esc="order['product_id']"/>
</td>
<td>
<span t-esc="order['quantity']"/>
</td>
</t>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</t>
</template>
</odoo>

65
sale_report_advanced/report/sales_weekly_templates.xml

@ -0,0 +1,65 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Template sales hourly report -->
<template id="sales_hourly_view">
<t t-call="web.html_container">
<t t-call="web.external_layout">
<style>
</style>
<t class="page">
<div class="oe_structure"/>
<center>
<b>
<h3>Hourly Sales Report</h3>
</b>
</center>
<t t-foreach="times" t-as="t" t-key="t">
<center>
<b>
<t t-out="t" style="font-size:21px;"/>
</b>
</center>
<t t-set="t_amt" t-value="0"/>
<table class="table table-condensed">
<thead>
<tr>
<th>Order Number</th>
<th>Order Date</th>
<t t-if="type=='untax'">
<th>Untaxed Total</th>
</t>
<t t-else="">
<th>Total</th>
</t>
</tr>
</thead>
<tbody>
<tr t-foreach="form" t-as="order" t-key="order">
<td>
<t t-esc="order['order']"/>
</td>
<td>
<t t-esc="order['date']"/>
</td>
<td>
<t t-esc="order['amount']"/>
<t t-set="t_amt"
t-value="t_amt + order['amount']"></t>
</td>
</tr>
<tr>
<td colsapn="3">
<b>
<span>Total Amount</span>
</b>
<t t-esc="t_amt"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
</t>
</t>
</template>
</odoo>

7
sale_report_advanced/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_sale_report_advance,access.sale.report.advance,model_sale_report_advance,,1,1,1,1
access_sale_report_invoice,access.sale.report.invoice,model_sale_report_invoice,,1,1,1,1
access_sale_report_category,access.sale.report.category,model_sale_report_category,,1,1,1,1
access_sale_report_indent,access.sale.report.indent,model_sale_report_indent,,1,1,1,1
access_sale_report_analysis,access.sale.report.analysis,model_sale_report_analysis,,1,1,1,1
access_sale_report_weekly,access.sale.report.weekly,model_sale_report_weekly,,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_sale_report_advance access.sale.report.advance model_sale_report_advance 1 1 1 1
3 access_sale_report_invoice access.sale.report.invoice model_sale_report_invoice 1 1 1 1
4 access_sale_report_category access.sale.report.category model_sale_report_category 1 1 1 1
5 access_sale_report_indent access.sale.report.indent model_sale_report_indent 1 1 1 1
6 access_sale_report_analysis access.sale.report.analysis model_sale_report_analysis 1 1 1 1
7 access_sale_report_weekly access.sale.report.weekly model_sale_report_weekly 1 1 1 1

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sale_report_advanced/static/description/index.html

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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Odoo App 3 Index</title>
<!-- Bootstrap CSS -->
<link rel="stylesheet"
href="https://cdn.jsdelivr.net/npm/bootstrap@4.0.0/dist/css/bootstrap.min.css"
integrity="sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm"
crossorigin="anonymous">
<link rel="stylesheet"
href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.2.1/css/all.min.css">
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap"
rel="stylesheet">
</head>
<body>
<section>
<div class="container"
style="font-family: 'Inter', sans-serif !important;background-color: #fff !important;">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 d-flex justify-content-between flex-wrap align-items-sm-center"
style="border-bottom:1px solid rgba(0, 0, 0, 0.22)">
<div class="my-3">
<img src="assets/misc/Cybrosys R.png"
style="width:auto !important; height:40px !important">
</div>
<div class="my-3 d-flex align-items-center">
<div class="text-center"
style="background-color:#017E84 !important;font-size: 0.8rem !important; color:#fff !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;">
Community
</div>
<div class="text-center"
style="background-color:#875A7B !important; color:#fff !important;font-size: 0.8rem !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important;min-width: 120px !important;">
Enterprise
</div>
<div class="text-center"
style="background-color:#7C7BAD !important; color:#fff !important;font-size: 0.8rem !important; font-weight:500 !important; padding:4px !important; margin:0 3px !important; border-radius:50px !important; min-width: 120px !important;">
Odoo.sh
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12 text-center d-flex align-items-center flex-column"
style="margin: 80px 0px !important;">
<h1 style="font-size: 2.8rem;font-weight: 700; color:
#1A202C;">
Advanced Sales Reports</h1>
<p class="my-3 mb-4"
style="max-width: 80%; font-weight: 400 !important; line-height: 32px; color: #718096;">
This Module Helps to Generate Advanced sales reports.
</p>
<div style="width: 80%; margin-top: 3rem;">
<img src="assets/screenshots/hero-v17.gif"
class="img-responsive" width="100%" height="auto">
</div>
</div>
</div>
<div class="container mt-5 mb-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4">
<p class="m-0"
style="font-weight: 600; font-size: 24px; color:#714b67 !important">
Key Highlights
</p>
</div>
<div class="row py-4">
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star "
style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">
Helps to Print Reports.</p>
<p class="m-0" style="color:#718096">The module helps you to print reports like Sales Analysis, Sales By Category, Sales Indent, Sales
Invoice ,Product Profit ,Hourly Sales in PDF and XLSX format.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star "
style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">
Print Report in both PDF and XLSX format.</p>
<p class="m-0" style="color:#718096">Print All Reports in both PDF and XLSX format.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0;">
<i class="fa-solid fa-star "
style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">
Report in Date Range.</p>
<p class="m-0" style="color:#718096">We can apply
different filters to print reports.
</p>
</div>
</div>
</div>
<div class="col-md-6 col-sm-12 p-3">
<div class="d-flex h-100" style="padding: 30px;border-radius: 12px;
background: #FFF;
box-shadow: 1px 2px 3px 0px rgba(0, 0, 0, 0.25); ">
<div style="width: 36px; height: 36px; border-radius: 50%; background: #714B67;
display: flex; justify-content: center; align-items: center;
margin-right: 10px; flex-shrink: 0; ">
<i class="fa-solid fa-star "
style="color: #fff;font-size:14px;"></i>
</div>
<div>
<p style="color: #1A202C;font-weight: 600;
font-size: 1.2rem; margin-bottom: 2px;">
Community &amp; Enterprise Support.</p>
<p class="m-0" style="color:#718096">Available in
Odoo 17.0 Community, Enterprise and Odoo.sh.
</p>
</div>
</div>
</div>
</div>
</div>
<div class="container rounded">
<ul class="nav nav-tabs d-flex"
style="width: fit-content;margin: 0 auto;gap: 1rem;">
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;">
<a
class="active show" data-toggle="tab" href="#tab1"
style="color: #fff;font-weight: 500; background-color: #714B67; text-decoration: none;">
<i class="fa-regular fa-image pr-2"
style="color: #fff;"></i>
Screenshots</a></li>
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;">
<a
data-toggle="tab" href="#tab2"
style="color: #fff;font-weight: 500; text-decoration: none;"><i
class="fa-solid fa-star pr-2"
style="color: #fff;"></i>Features</a></li>
<li class="col text-center py-2 text-nowrap "
style="color: #fff; background-color: #714B67;border-radius: 6px 6px 0px 0px;">
<a
data-toggle="tab" href="#tab3"
style="color: #fff;font-weight: 500; text-decoration: none; background-color: #714B67;"><i
class="fa-solid fa-book-open pr-2"
style="color: #fff;"></i>Released Notes</a></li>
</ul>
<div class="tab-content"
style="background-color: rgba(121, 113, 119, 0.04);">
<div id="tab1" class="tab-pane fade in active show">
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/2023-11-13_10-33.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Menu of All Reports.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/1.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Product Profit Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/2.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Product Profit PDF report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/3.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Product Profit Report XLSX.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/4.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Invoice Analysis Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/5.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Invoice Analysis PDF report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/6.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Invoice Analysis XLSX report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/7.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Category Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/8.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Category PDF report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/9.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Category XLSX report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/10.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Indent Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/11.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Indent PDF report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/12.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Indent XLSX report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/13.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Analysis Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/14.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Analysis PDF Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/15.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Sales Analysis XLSX Report.</h4>
</div>
</div>
</div>
<div class="col-lg-12 py-2"
style="padding: 1rem 4rem !important;">
<div
style="border: 1px solid #d8d6d6; border-radius: 4px; background: #fff; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="row justify-content-center p-3 w-100 m-0">
<img src="assets/screenshots/16.png"
class="img-responsive" width="100%"
height="auto">
</div>
<div class="px-3">
<h4 class="mt-2"
style=" font-weight:600 !important; color:#282F33 !important; font-size:1.3rem !important">
Hourly Sales Report.</h4>
</div>
</div>
</div>
</div>
<div id="tab2" class="tab-pane fade">
<div class="col-mg-12" style="padding: 1rem 4rem;">
<ul style="list-style: none; padding: 1rem 0;font-weight: 500;">
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img
src="assets/misc/star (1) 2.svg"
alt=""
width="16px"></span>Helps you to
Print Reports like Sales Analysis.
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img
src="assets/misc/star (1) 2.svg"
alt=""
width="16px"></span>Sales By
Category Report.
</li>
<li class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; margin-bottom: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<span style="margin-right: 12px;"><img
src="assets/misc/star (1) 2.svg"
alt=""
width="16px"></span>Print Report in
both PDF and XLSX format.
</li>
</ul>
</div>
</div>
<div id="tab3" class="tab-pane fade">
<div class="col-mg-12 active" style="padding: 1rem 4rem;">
<div class="py-3"
style="font-weight: 500;background-color: #fff; border-radius: 4px; padding: 1rem; box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);">
<div class="d-flex mb-3"
style="font-size: 0.8rem; font-weight: 500;"><span>Version
17.0.1.0.0</span><span
class="px-2">|</span><span
style="color: #714B67;font-weight: 600;">Released on:5th December 2023</span>
</div>
<p class="m-0"
style=" color:#718096!important; font-size:1rem !important;line-height: 28px;">
Initial Commit for Advanced Sales Reports.</p>
</div>
</div>
</div>
</div>
</div>
<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5">
<p class="m-0"
style="font-weight: 600; font-size: 24px; color:#000 !important">
Related Products</p>
</div>
</div>
<div id="myCarousel" class="carousel slide py-3" data-ride="carousel">
<div class="carousel-inner">
<div class="carousel-item active">
<div class="row p-4">
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/manufacturing_reports/"
style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/1.png"
alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
Manufacturing Reports</p>
</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/mrp_work_order_print/"
style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/2.png"
alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
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</div>
</a>
</div>
</div>
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/bom_total_cost/"
style="color: #000; text-decoration: none;">
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<div style="width: 300px; ">
<img src="assets/modules/3.png"
alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
Show Total Cost On BOM</p>
</div>
</a>
</div>
</div>
</div>
</div>
<div class="carousel-item">
<div class="row p-4">
<div class="col">
<div class="p-3">
<a href="https://apps.odoo.com/apps/modules/16.0/simple_mrp_order/"
style="color: #000; text-decoration: none;">
<div style="border:1px solid #CBCBCB !important;border-radius: 4px;">
<div style="width: 300px; ">
<img src="assets/modules/4.png"
alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
Simple Manufacturing Orders</p>
</div>
</a>
</div>
</div>
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<a href="https://apps.odoo.com/apps/modules/16.0/bom_multiple_product/"
style="color: #000; text-decoration: none;">
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alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
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</div>
</a>
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<a href="https://apps.odoo.com/apps/modules/16.0/cw_mrp/"
style="color: #000; text-decoration: none;">
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<img src="assets/modules/6.png"
alt="" width="100%"
height="auto">
</div>
<p class="text-center pt-2 text-black font-weight-bold">
Catch Weight Management:
Manufacturing</p>
</div>
</a>
</div>
</div>
</div>
</div>
</div>
<a class="carousel-control-prev" href="#myCarousel"
data-slide="prev" style="width: 35px; color: #000;">
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style="font-size: 24px;"></i>
</span>
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style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
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alt="service-icon" width="38px"
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style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px;position: relative;border-radius: 4px;">
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height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
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alt="service-icon" width="38px"
height="auto">
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Implementation</p>
</div>
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<div
style="background-color: #fff; padding: 25px; text-align: center; box-shadow: rgba(0, 0, 0, 0.1) 0px 1px 3px 0px, rgba(0, 0, 0, 0.06) 0px 1px 2px 0px; position: relative;border-radius: 4px;">
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<div style="background-color:#E6BE26; border-radius: 50%; padding: 15px; width: 68px;
height: 68px; display: inline-block; box-shadow:0px 4px 4px rgba(0, 0, 0, 0.25);">
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alt="service-icon" width="38px"
height="auto">
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Licensing Consultancy</p>
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<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-4">
<p class="m-0"
style="font-weight: 600; font-size: 24px; color:#000 !important">
Our Industries</p>
</div>
</div>
<div class="container">
<div class="row my-5 py-4">
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100 "
style="border-right: 1px solid rgb(209, 209, 209); border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; box-shadow: 6px 0 10px rgba(228, 227, 227, 0.373);">
<img src="assets/icons/trading-black.png" width="42px"
height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Trading</p>
<p>Easily procure and sell your products</p>
</div>
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style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgb(209, 209, 209); padding: 30px;">
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height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">POS</p>
<p>Easy configuration and convivial experience</p>
</div>
</div>
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<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209);border-bottom: 1px solid rgba(0, 0, 0, 0.2); padding: 30px; box-shadow: 0 5px 10px rgba(228, 227, 227, 0.373)">
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height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">
Education</p>
<p>A platform for educational management</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-bottom: 1px solid rgb(209, 209, 209); padding: 30px; ">
<img src="assets/icons/manufacturing-black.png"
width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">
Manufacturing</p>
<p>Plan, track and schedule your operations</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;">
<img src="assets/icons/ecom-black.png" width="42px"
height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">E-commerce &
Website</p>
<p>Mobile friendly, awe-inspiring product pages</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px;box-shadow: 0 -5px 10px rgba(228, 227, 227, 0.373);">
<img src="assets/icons/service-black.png" width="42px"
height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Service
Management</p>
<p>Keep track of services and invoice</p>
</div>
</div>
<div class="col-md-3 col-sm-6 p-0">
<div class="d-flex flex-column h-100"
style="border-right: 1px solid rgb(209, 209, 209); padding: 30px; ">
<img src="assets/icons/restaurant-black.png"
width="42px" height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">
Restaurant</p>
<p>Run your bar or restaurant methodically</p>
</div>
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<div class="d-flex flex-column h-100"
style=" padding: 30px;box-shadow: -5px 0 10px rgba(228, 227, 227, 0.373);">
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height="auto" alt="">
<p style="color: #714B67;font-weight: 600; margin-top: 10px;
font-size: 1.2rem; margin-bottom: 2px;">Hotel
Management</p>
<p>An all-inclusive hotel management application</p>
</div>
</div>
</div>
</div>
<div class="container mt-5">
<div class="col-lg-12 d-flex flex-column justify-content-center align-items-center mt-5">
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style="font-weight: 600; font-size: 24px; color:#000 !important">
Support</p>
</div>
</div>
<div class="container my-5">
<div class="row" style="background-color: #FFFAFE;">
<div class="col-md-6 pb-4 d-flex align-items-center justify-content-center"
style="border-right: 1px solid #D9D9D9;">
<div style="padding: 30px;">
<div class="d-flex align-items-center">
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width="60px" style="margin-right: 12px;">
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<span
style="color: #714B67;font-size: 24px;font-weight: 600;padding-bottom: 1rem;">Need
Help?</span>
<p class="m-0" style="color:#718096;">Got
questions or need help? Get in touch.</p>
<div style="font-weight: 400;"><span><img
src="assets/misc/support-email.svg"
alt=""
width="18px"
style="filter: invert(1);margin-right: 0.8rem;"></span>odoo@cybrosys.com
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width="60px" style="margin-right: 12px;">
<div>
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<p class="m-0" style="color:#718096;">Say hi to
us on WhatsApp!</p>
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alt="" width="14px"
style="filter: invert(1); margin-right: 0.8rem;"></span>+91
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<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script>
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</body>
</html>

19
sale_report_advanced/static/src/js/action_manager.js

@ -0,0 +1,19 @@
/** @odoo-module **/
import { registry } from "@web/core/registry";
import { BlockUI } from "@web/core/ui/block_ui";
import { download } from "@web/core/network/download";
/**XLSX HandlerThis handler is responsible for generating XLSX reports.
It sends a request to the server to generate the report in XLSX format and
downloads the generated file.@param {Object} action - The action object
containing the report details.@returns {Promise} - A promise that resolves
when the report generation is complete.*/
registry.category("ir.actions.report handlers").add("xlsx", async function (action) {
if (action.report_type === 'xlsx') {
BlockUI;
await download({
url: '/xlsx_reports',
data: action.data,
complete: () => unblockUI,
error: (error) => self.call('crash_manager', 'rpc_error', error),
});
}});

38
sale_report_advanced/views/sale_report_advanced_views.xml

@ -0,0 +1,38 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Menu for advanced sale report -->
<menuitem id="sale_advanced_report_root"
parent="sale.menu_sale_report"
name="Sale Advanced Reports"
sequence="45"/>
<menuitem id="sale_advanced_report_menu"
parent="sale_advanced_report_root"
name="Sale Product Profit"
action="sale_report_advance_action"
sequence="45"/>
<menuitem id="sale_report_invoice_menu"
parent="sale_advanced_report_root"
name="Invoice analysis"
action="sale_invoice_report"
sequence="46"/>
<menuitem id="sale_report_category_menu"
parent="sale_advanced_report_root"
name="Sales category"
action="sale_report_category_action"
sequence="47"/>
<menuitem id="sale_report_indent_menu"
parent="sale_advanced_report_root"
name="Product Sales Indent"
action="sale_indent_report"
sequence="48"/>
<menuitem id="sale_analysis_report_menu"
parent="sale_advanced_report_root"
name="Sales Analysis"
action="sale_analysis_report_action"
sequence="49"/>
<menuitem id="sales_weekly_report_menu"
parent="sale_advanced_report_root"
name="Sales Hourly Wise"
action="sale_report_weekly_action"
sequence="50"/>
</odoo>

27
sale_report_advanced/wizard/__init__.py

@ -0,0 +1,27 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
from . import sale_report_advance
from . import sale_report_invoice
from . import sale_report_category
from . import sale_report_indent
from . import sale_report_analysis
from . import sale_report_weekly

462
sale_report_advanced/wizard/sale_report_advance.py

@ -0,0 +1,462 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportAdvance(models.TransientModel):
""" This transient model is used to create and configure parameters
for generating reports related to sales."""
_name = "sale.report.advance"
_description = 'Sale Report Advance'
customer_ids = fields.Many2many('res.partner',
string="Customers", help="Select specific"
" customers for the report.")
product_ids = fields.Many2many('product.product',
string='Products', help="Select specific"
" products for the report.")
from_date = fields.Date(string="Start Date", help="Specify the start date "
"of the report period.")
to_date = fields.Date(string="End Date", help="Specify the end date of the "
"report period.")
type = fields.Selection(
[('customer', 'Customers'), ('product', 'Products'), ('both', 'Both')],
string='Report Print By', default='customer', required=True,
help="Choose the type of report to generate: by Customers, "
"Products, or Both.")
company_ids = fields.Many2many('res.company', string='Companies',
help="Filter the report by "
"selecting specific companies.")
today_date = fields.Date(string='Date', default=fields.Date.today(),
help="Default value is set to today's date"
" for the report.")
def _get_data(self):
""" Function generating data for report in sale advance report """
sales_order_line = self.env['sale.order.line'].search(
[('order_id.state', '!=', 'cancel')])
domain = [('state', '!=', 'cancel')]
if self.from_date:
domain.append(('date_order', '>=', self.from_date))
if self.to_date:
domain.append(('date_order', '<=', self.to_date))
if self.company_ids:
domain.append(('company_id', 'in', self.company_ids.ids))
sales_order = self.env['sale.order'].search(domain)
if not sales_order:
raise ValidationError("No data available for printing.")
result = []
customers = []
products = []
for rec in self.customer_ids:
data = {
'id': rec,
'name': rec.name
}
customers.append(data)
for rec in self.product_ids:
data = {
'id': rec,
'name': rec.name
}
products.append(data)
margin = 0
if self.type == 'product':
for rec in products:
for lines in sales_order_line:
if lines.product_id == rec['id']:
profit = round(
lines.product_id.list_price - lines.product_id.standard_price,
2)
if lines.product_id.standard_price != 0:
margin = round((profit * 100) / lines.product_id.standard_price,2)
res = {
'sequence': lines.order_id.name,
'date': lines.order_id.date_order,
'product_id': lines.product_id,
'quantity': lines.product_uom_qty,
'cost': lines.product_id.standard_price,
'price': lines.product_id.list_price,
'profit': profit,
'margin': margin,
'partner': lines.order_id.partner_id.name,
}
result.append(res)
if self.type == 'customer':
for rec in customers:
for so in sales_order:
if so.partner_id == rec['id']:
for lines in so.order_line:
profit = round(
lines.product_id.list_price - lines.product_id.standard_price,
2)
if lines.product_id.standard_price != 0:
margin = round((profit * 100) / lines.product_id.standard_price, 2)
res = {
'sequence': so.name,
'date': so.date_order,
'product': lines.product_id.name,
'quantity': lines.product_uom_qty,
'cost': lines.product_id.standard_price,
'price': lines.product_id.list_price,
'profit': profit,
'margin': margin,
'partner_id': so.partner_id,
}
result.append(res)
if self.type == 'both':
for rec in customers:
for p in products:
for so in sales_order:
if so.partner_id == rec['id']:
for lines in so.order_line:
if lines.product_id == p['id']:
profit = round(
lines.product_id.list_price - lines.product_id.standard_price,
2)
if lines.product_id.standard_price != 0:
margin = round((profit * 100) / lines.product_id.standard_price, 2)
res = {
'sequence': so.name,
'date': so.date_order,
'product': lines.product_id.name,
'quantity': lines.product_uom_qty,
'cost': lines.product_id.standard_price,
'price': lines.product_id.list_price,
'profit': profit,
'margin': margin,
'partner': so.partner_id.name,
}
result.append(res)
if self.from_date and self.to_date and not self.customer_ids and not self.product_ids:
for so in sales_order:
for lines in so.order_line:
profit = round(
lines.product_id.list_price - lines.product_id.standard_price,
2)
if lines.product_id.standard_price != 0:
margin = round(
(profit * 100) / lines.product_id.standard_price, 2)
res = {
'sequence': so.name,
'date': so.date_order,
'product': lines.product_id.name,
'quantity': lines.product_uom_qty,
'cost': lines.product_id.standard_price,
'price': lines.product_id.list_price,
'profit': profit,
'margin': margin,
'partner': so.partner_id.name,
}
result.append(res)
if not result:
raise ValidationError("No data available for printing.")
datas = {
'ids': self,
'model': 'sale.report.advance',
'form': result,
'partner_id': customers,
'product_id': products,
'start_date': self.from_date,
'end_date': self.to_date,
'type': self.type,
'no_value': False,
}
if self.from_date and self.to_date and not self.customer_ids and not self.product_ids:
datas['no_value'] = True
return datas
def action_get_report(self):
""" Generate and display a custom sales report.
:return: An action to display the custom sales report.
:rtype: dict """
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_sale_report').report_action([],
data=datas)
def action_get_excel_report(self):
""" Generate and return an Excel report for advanced sales reporting.
:return: A dictionary describing the action to be performed for
the Excel report.
:rtype: dict """
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.advance',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sale Advance Report',
},
}
def get_xlsx_report(self, data, response):
"""Function for generating xlsx report """
loaded_data = json.loads(data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
record = []
cell_format = workbook.add_format({'font_size': '12px', })
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
sheet.merge_range('G2:N3', 'Sales Profit Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
sheet.write('L6', 'To:', cell_format)
sheet.merge_range('M6:N6', loaded_data.get('end_date'), txt)
format1 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#bbd5fc',
'border': 1})
format2 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True, 'border': 1})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#c0dbfa', 'border': 1})
if loaded_data.get('type') == 'product':
record = loaded_data.get('product_id')
if loaded_data.get('type') == 'customer':
record = loaded_data.get('partner_id')
h_row = 7
h_col = 9
count = 0
row = 5
col = 6
row_number = 6
t_row = 6
if loaded_data.get('type') == 'product' or loaded_data.get(
'type') == 'customer':
for rec in record:
sheet.merge_range(h_row, h_col - 3, h_row, h_col + 4,
rec['name'], format3)
row = row + count + 3
sheet.write(row, col, 'Order', format2)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column('H:H', 15)
col += 1
if loaded_data.get('type') == 'product':
sheet.write(row, col, 'Customer', format2)
sheet.set_column('I:I', 20)
col += 1
elif loaded_data.get('type') == 'customer':
sheet.write(row, col, 'Product', format2)
sheet.set_column('I:I', 20)
col += 1
sheet.write(row, col, 'Quantity', format2)
col += 1
sheet.write(row, col, 'Cost', format2)
col += 1
sheet.write(row, col, 'Price', format2)
col += 1
sheet.write(row, col, 'Profit', format2)
col += 1
sheet.write(row, col, 'Margin(%)', format2)
col += 1
col = 6
count = 0
row_number = row_number + count + 3
t_qty = 0
t_cost = 0
t_price = 0
t_profit = 0
t_margin = 0
t_col = 8
for val in loaded_data.get('form'):
if loaded_data.get('type') == 'customer':
if val['partner_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number,
val['sequence'], format1)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('H:H', 15)
column_number += 1
sheet.write(row_number, column_number,
val['product'], format1)
sheet.set_column('I:I', 20)
column_number += 1
sheet.write(row_number, column_number,
val['quantity'], format1)
t_qty += val['quantity']
column_number += 1
sheet.write(row_number, column_number, val['cost'],
format1)
t_cost += val['cost']
column_number += 1
sheet.write(row_number, column_number, val['price'],
format1)
t_price += val['price']
column_number += 1
sheet.write(row_number, column_number,
val['profit'], format1)
t_profit += val['profit']
column_number += 1
sheet.write(row_number, column_number,
val['margin'], format1)
t_margin += val['margin']
column_number += 1
row_number += 1
if loaded_data.get('type') == 'product':
if val['product_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number,
val['sequence'], format1)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('H:H', 15)
column_number += 1
sheet.write(row_number, column_number,
val['partner'], format1)
sheet.set_column('I:I', 20)
column_number += 1
sheet.write(row_number, column_number,
val['quantity'], format1)
t_qty += val['quantity']
column_number += 1
sheet.write(row_number, column_number, val['cost'],
format1)
t_cost += val['cost']
column_number += 1
sheet.write(row_number, column_number, val['price'],
format1)
t_price += val['price']
column_number += 1
sheet.write(row_number, column_number,
val['profit'], format1)
t_profit += val['profit']
column_number += 1
sheet.write(row_number, column_number,
val['margin'], format1)
t_margin += val['margin']
column_number += 1
row_number += 1
t_row = t_row + count + 3
sheet.write(t_row, t_col, 'Total', format4)
t_col += 1
sheet.write(t_row, t_col, t_qty, format4)
t_col += 1
sheet.write(t_row, t_col, t_cost, format4)
t_col += 1
sheet.write(t_row, t_col, t_price, format4)
t_col += 1
sheet.write(t_row, t_col, t_profit, format4)
t_col += 1
sheet.write(t_row, t_col, t_margin, format4)
t_col += 1
h_row = h_row + count + 3
if loaded_data.get('type') == 'both' or loaded_data.get(
'no_value') == True:
row += 3
row_number += 2
t_qty = 0
t_cost = 0
t_price = 0
t_profit = 0
t_margin = 0
t_col = 9
sheet.write(row, col, 'Order', format2)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column('H:H', 15)
col += 1
sheet.write(row, col, 'Customer', format2)
sheet.set_column('I:I', 20)
col += 1
sheet.write(row, col, 'Product', format2)
sheet.set_column('J:J', 20)
col += 1
sheet.write(row, col, 'Quantity', format2)
col += 1
sheet.write(row, col, 'Cost', format2)
col += 1
sheet.write(row, col, 'Price', format2)
col += 1
sheet.write(row, col, 'Profit', format2)
col += 1
sheet.write(row, col, 'Margin', format2)
col += 1
row_number += 1
for val in loaded_data.get('form'):
column_number = 6
sheet.write(row_number, column_number, val['sequence'], format1)
column_number += 1
sheet.write(row_number, column_number, val['date'], format1)
sheet.set_column('H:H', 15)
column_number += 1
sheet.write(row_number, column_number, val['partner'], format1)
sheet.set_column('I:I', 20)
column_number += 1
sheet.write(row_number, column_number, val['product'], format1)
sheet.set_column('J:J', 20)
column_number += 1
sheet.write(row_number, column_number, val['quantity'], format1)
t_qty += val['quantity']
column_number += 1
sheet.write(row_number, column_number, val['cost'], format1)
t_cost += val['cost']
column_number += 1
sheet.write(row_number, column_number, val['price'], format1)
t_price += val['price']
column_number += 1
sheet.write(row_number, column_number, val['profit'], format1)
t_profit += val['profit']
column_number += 1
sheet.write(row_number, column_number, val['margin'], format1)
t_margin += val['margin']
column_number += 1
row_number += 1
sheet.write(row_number, t_col, 'Total', format4)
t_col += 1
sheet.write(row_number, t_col, t_qty, format4)
t_col += 1
sheet.write(row_number, t_col, t_cost, format4)
t_col += 1
sheet.write(row_number, t_col, t_price, format4)
t_col += 1
sheet.write(row_number, t_col, t_profit, format4)
t_col += 1
sheet.write(row_number, t_col, t_margin, format4)
t_col += 1
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

36
sale_report_advanced/wizard/sale_report_advance_views.xml

@ -0,0 +1,36 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Form view for sale report advance -->
<record id="sale_report_advance_view_form" model="ir.ui.view">
<field name="name">sale.report.advance.view.form</field>
<field name="model">sale.report.advance</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="from_date"/>
<field name="to_date"/>
<field name="type" widget="radio"/>
<field name="customer_ids" widget="many2many_tags"
invisible="type == 'product'"/>
<field name="company_ids" widget="many2many_tags"/>
<field name="product_ids" widget="many2many_tags"
invisible="type == 'customer'"/>
</group>
<footer>
<button name="action_get_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_report" string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_report_advance_action" model="ir.actions.act_window">
<field name="name">Sale Report Advance</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.advance</field>
<field name="view_mode">form</field>
<field name="view_id" ref="sale_report_advance_view_form"/>
<field name="target">new</field>
</record>
</odoo>

417
sale_report_advanced/wizard/sale_report_analysis.py

@ -0,0 +1,417 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportAnalysis(models.TransientModel):
"""Model for Sale report analysis """
_name = "sale.report.analysis"
_description = "Sale Report Analysis"
customer_ids = fields.Many2many('res.partner', string="Customers",
required=True,
help='Select the customers of sales')
product_ids = fields.Many2many('product.product', string='Products',
help="Select products of sale report")
from_date = fields.Date(string="Start Date", help='Start date of report')
to_date = fields.Date(string="End Date", help="End date of report")
status = fields.Selection(
[('all', 'All'), ('draft', 'Draft'), ('sent', 'Quotation Sent'),
('sale', 'Sale Order'), ('done', 'Locked')],
string='Status', default='all', required=True,
help="Select the status of sale order")
print_type = fields.Selection(
[('sale', 'Sale Order'), ('product', 'Products')],
string='Print By', default='sale', required=True,
help='Select the type of print: "Sale Order" or "Products".')
today_date = fields.Date(string="Date", default=fields.Date.today(),
help="Date of the report")
def action_get_analysis_report(self):
""" Generate a sales analysis report.
:return: Action to display the sales analysis report. """
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_sales_analysis').report_action([],
data=datas)
def _get_data(self):
""" Retrieve and format data for a sales analysis report.
:return: Formatted data for the report. """
result = []
if self.print_type == 'sale':
if not self.status == 'all':
sale_order = self.env['sale.order'].sudo().search(
[('state', '=', self.status), ('state', '!=', 'cancel')])
filtered = self._get_filtered(sale_order)
else:
sale_order = self.env['sale.order'].search(
[('state', '!=', 'cancel')])
filtered = self._get_filtered(sale_order)
for rec in filtered:
paid = self._get_total_paid_amount(rec.invoice_ids)
res = {
'so': rec.name,
'date': rec.date_order,
'sales_person': rec.user_id.name,
's_amt': rec.amount_total,
'p_amt': paid,
'balance': rec.amount_total - paid,
'partner_id': rec.partner_id,
}
result.append(res)
else:
if not self.status == 'all':
sale_order_line = self.env['sale.order.line'].search(
[('order_id.state', '=', self.status),
('order_id.state', '!=', 'cancel')])
filtered = self._get_filtered_order_line(sale_order_line)
else:
sale_order_line = self.env['sale.order.line'].search(
[('order_id.state', '!=', 'cancel')])
filtered = self._get_filtered_order_line(sale_order_line)
for rec in filtered:
res = {
'so': rec.order_id.name,
'date': rec.order_id.date_order,
'product_id': rec.product_id.name,
'price': rec.product_id.list_price,
'quantity': rec.product_uom_qty,
'discount': rec.discount,
'tax': rec.product_id.taxes_id.amount,
'total': rec.price_subtotal,
'partner_id': rec.order_id.partner_id,
}
result.append(res)
datas = {
'ids': self,
'model': 'sale.report.analysis',
'form': result,
'partner_id': self._get_customers(),
'start_date': self.from_date,
'end_date': self.to_date,
'type': self.print_type
}
return datas
def _get_total_paid_amount(self, invoices):
""" Calculate the total paid amount from a list of invoices.
:return: Total paid amount. """
total = 0
for inv in invoices:
if inv.payment_state == 'paid':
total += inv.amount_total
return total
def _get_filtered_order_line(self, sale_order_line):
""" Filter sale order lines based on date, customers, and products.
:param sale_order_line: List of sale order lines.
:type sale_order_line: list
:return: Filtered list of sale order lines.
:rtype: list
This method filters a list of sale order lines based on optional
date range, customer selection, and product selection.
The filtered list is returned. """
if self.from_date and self.to_date:
filtered = list(filter(lambda
x: x.order_id.date_order.date() >= self.from_date and x.order_id.date_order.date() <= self.to_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
sale_order_line))
elif not self.from_date and self.to_date:
filtered = list(filter(lambda
x: x.order_id.date_order.date() <= self.to_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
sale_order_line))
elif self.from_date and not self.to_date:
filtered = list(filter(lambda
x: x.order_id.date_order.date() >= self.from_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
sale_order_line))
else:
filtered = list(filter(lambda
x: x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
sale_order_line))
return filtered
def _get_filtered(self, sale_order):
""" Filter sale orders based on date and customers.
:param sale_order: List of sale orders.
:type sale_order: list
:return: Filtered list of sale orders.
:rtype: list
This method filters a list of sale orders based on optional date
range and customer selection. The filtered list is returned. """
if self.from_date and self.to_date:
filtered = list(filter(lambda
x: x.date_order.date() >= self.from_date and x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
sale_order))
elif not self.from_date and self.to_date:
filtered = list(filter(lambda
x: x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
sale_order))
elif self.from_date and not self.to_date:
filtered = list(filter(lambda
x: x.date_order.date() >= self.from_date and x.partner_id in self.customer_ids,
sale_order))
else:
filtered = list(filter(lambda
x: x.partner_id in self.customer_ids,
sale_order))
return filtered
def _get_customers(self):
""" Retrieve customer data.
:return: List of customer information.
:rtype: list
This method retrieves customer data and returns a list of customer
information, including their ID and name. """
customers = []
for rec in self.customer_ids:
data = {'id': rec,
'name': rec.name}
customers.append(data)
return customers
def action_get_excel_analysis_report(self):
""" Generate an Excel analysis report.
:return: Dictionary specifying the Excel report action.
:rtype: dict
This method prepares the data for an Excel analysis report and
returns a dictionary that defines the action to generate the
report in XLSX format. """
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.analysis',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sale Analysis Report',
},
}
def get_xlsx_report(self, data, response):
"""Function for generating an Excel analysis report"""
loaded_data = json.loads(data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
record = []
cell_format = workbook.add_format({'font_size': '12px', })
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
if loaded_data.get('type') == 'sale':
sheet.merge_range('G2:L3', 'Sales Analysis Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
sheet.write('J6', 'To:', cell_format)
sheet.merge_range('K6:L6', loaded_data.get('end_date'), txt)
h_col = 9
else:
sheet.merge_range('G2:N3', 'Sales Analysis Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
sheet.write('K6', 'To:', cell_format)
sheet.merge_range('L6:N6', loaded_data.get('end_date'), txt)
h_col = 10
format1 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#f5f9ff',
'border': 1})
format2 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True})
if loaded_data.get('partner_id'):
record = loaded_data.get('partner_id')
h_row = 7
count = 0
row = 5
row_number = 6
t_row = 6
for rec in record:
if loaded_data.get('type') == 'sale':
sheet.merge_range(h_row, h_col - 3, h_row, h_col + 2,
rec['name'], format1)
row = row + count + 3
col = 6
sheet.write(row, col, 'Order', format2)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column('H:H', 17)
col += 1
sheet.write(row, col, 'Sales Person', format2)
sheet.set_column('I:I', 15)
col += 1
sheet.write(row, col, 'Sales Amount', format2)
sheet.set_column('J:J', 13)
col += 1
sheet.write(row, col, 'Amount Paid', format2)
sheet.set_column('K:K', 12)
col += 1
sheet.write(row, col, 'Balance', format2)
sheet.set_column('L:L', 10)
count = 0
row_number = row_number + count + 3
t_samt = 0
t_pamt = 0
t_bal = 0
t_col = 8
for val in loaded_data.get('form'):
if val['partner_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number, val['so'],
format1)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('H:H', 17)
column_number += 1
sheet.write(row_number, column_number,
val['sales_person'], format1)
sheet.set_column('I:I', 15)
column_number += 1
sheet.write(row_number, column_number, val['s_amt'],
format1)
sheet.set_column('J:J', 13)
t_samt += val['s_amt']
column_number += 1
sheet.write(row_number, column_number, val['p_amt'],
format1)
sheet.set_column('K:K', 12)
t_pamt += val['p_amt']
column_number += 1
sheet.write(row_number, column_number, val['balance'],
format1)
sheet.set_column('L:L', 10)
t_bal += val['balance']
column_number += 1
row_number += 1
t_row = t_row + count + 3
sheet.write(t_row, t_col, 'Total', format4)
t_col += 1
sheet.write(t_row, t_col, t_samt, format4)
t_col += 1
sheet.write(t_row, t_col, t_pamt, format4)
t_col += 1
sheet.write(t_row, t_col, t_bal, format4)
h_row = h_row + count + 3
if loaded_data.get('type') == 'product':
sheet.merge_range(h_row, h_col - 4, h_row, h_col + 3,
rec['name'], format1)
row = row + count + 3
col = 6
sheet.write(row, col, 'Order', format2)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column('H:H', 17)
col += 1
sheet.write(row, col, 'Product', format2)
sheet.set_column('I:I', 17)
col += 1
sheet.write(row, col, 'Quantity', format2)
sheet.set_column('J:J', 7)
col += 1
sheet.write(row, col, 'Price', format2)
sheet.set_column('K:K', 12)
col += 1
sheet.write(row, col, 'Discount(%)', format2)
sheet.set_column('L:L', 12)
col += 1
sheet.write(row, col, 'Tax(%)', format2)
sheet.set_column('M:M', 10)
col += 1
sheet.write(row, col, 'Subtotal', format2)
sheet.set_column('N:N', 10)
col += 1
count = 0
row_number = row_number + count + 3
t_qty = 0
t_price = 0
t_tax = 0
t_total = 0
t_col = 8
for val in loaded_data.get('form'):
if val['partner_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number, val['so'],
format1)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('H:H', 17)
column_number += 1
sheet.write(row_number, column_number,
val['product_id'], format1)
sheet.set_column('I:I', 17)
column_number += 1
sheet.write(row_number, column_number, val['quantity'],
format1)
sheet.set_column('J:J', 7)
t_qty += val['quantity']
column_number += 1
sheet.write(row_number, column_number, val['price'],
format1)
sheet.set_column('K:K', 12)
t_price += val['price']
column_number += 1
sheet.write(row_number, column_number, val['discount'],
format1)
sheet.set_column('L:L', 12)
column_number += 1
sheet.write(row_number, column_number, val['tax'],
format1)
sheet.set_column('M:M', 10)
t_tax += val['tax']
column_number += 1
sheet.write(row_number, column_number, val['total'],
format1)
sheet.set_column('N:N', 10)
t_total += val['total']
column_number += 1
row_number += 1
t_row = t_row + count + 3
sheet.write(t_row, t_col, 'Total', format4)
t_col += 1
sheet.write(t_row, t_col, t_qty, format4)
t_col += 1
sheet.write(t_row, t_col, t_price, format4)
t_col += 2
sheet.write(t_row, t_col, t_tax, format4)
t_col += 1
sheet.write(t_row, t_col, t_total, format4)
h_row = h_row + count + 3
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

40
sale_report_advanced/wizard/sale_report_analysis_views.xml

@ -0,0 +1,40 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Views for sale analysis report -->
<record id="sale_report_analysis_view_form" model="ir.ui.view">
<field name="name">sale.report.analysis.view.form</field>
<field name="model">sale.report.analysis</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="from_date"/>
<field name="to_date"/>
</group>
<group>
<field name="customer_ids" widget="many2many_tags"/>
<field name="status" widget="radio"/>
</group>
<group>
<field name="product_ids" widget="many2many_tags"
invisible="print_type == 'sale'"/>
<field name="print_type" widget="radio"/>
</group>
<footer>
<button name="action_get_analysis_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_analysis_report"
string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_analysis_report_action" model="ir.actions.act_window">
<field name="name">Sales Analysis Report</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.analysis</field>
<field name="view_mode">form</field>
<field name="view_id" ref="sale_report_analysis_view_form"/>
<field name="target">new</field>
</record>
</odoo>

267
sale_report_advanced/wizard/sale_report_category.py

@ -0,0 +1,267 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportCategory(models.TransientModel):
""" Model for handling sales report categories. """
_name = "sale.report.category"
_description = "Transient model for sales report categories"
category_ids = fields.Many2many('product.category',
string="Categories", required=True,
help="Select one or more product categories.")
from_date = fields.Date(string="Start Date",
help="Specify the beginning date for your report.")
to_date = fields.Date(string="End Date",
help="Specify the ending date for your report.")
company_ids = fields.Many2many('res.company', string='Companies',
help="Select one or more companies for the report.")
today_date = fields.Date(string="Date", default=fields.Date.today(),
help="Automatically set to the current date.")
def action_get_category_report(self):
""" Generate a category-based sales report.
:return: Action to display the category-based sales report. """
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_sale_category').report_action([],
data=datas)
def _get_data(self):
""" Retrieve and format data for a category-based sales report.
:return: A dictionary containing report data.
:rtype: dict
This method retrieves and formats data for a category-based sales
report. It filters sales order lines based on optional date range
and company selection and then categorizes the data. The resulting
dictionary contains the report data ready for use in
generating the report. """
domain = [('order_id.state', '!=', 'cancel')]
if self.from_date:
domain.append(('order_id.date_order', '>=', self.from_date))
elif self.to_date:
domain.append(('order_id.date_order', '<=', self.to_date))
elif self.company_ids:
domain.append(('order_id.company_id', 'in', self.company_ids))
sale_order_line = self.env['sale.order.line'].search(domain)
category = self._get_category()
res = self._get_category_wise(sale_order_line, category)
if not res:
raise ValidationError("No data available for printing.")
datas = {
'ids': self,
'model': 'sale.report.category',
'form': res,
'categ_id': category,
'start_date': self.from_date,
'end_date': self.to_date,
}
return datas
def _get_category_wise(self, order_lines, category):
""" Categorize sales data by product category.
:param order_lines: List of sales order lines.
:param category: List of product categories.
:return: Categorized sales data. """
result = []
for cat in category:
for lines in order_lines:
if cat['id'] == lines.product_id.categ_id:
total = lines.product_id.taxes_id.amount + lines.price_subtotal
res = {
'so': lines.order_id.name,
'date': lines.order_id.date_order,
'product_id': lines.product_id.name,
'quantity': lines.product_uom_qty,
'tax': lines.product_id.taxes_id.amount,
'uom': lines.product_id.uom_id.name,
'price': lines.product_id.list_price,
'subtotal': lines.price_subtotal,
'total': total,
'category_id': lines.product_id.categ_id,
}
result.append(res)
return result
def _get_category(self):
""" Retrieve and format product categories.
:return: List of product categories with IDs and names.
:rtype: list
This method retrieves and formats a list of product categories,
including their IDs and names. """
category = []
for rec in self.category_ids:
data = {'id': rec,
'name': rec.complete_name}
category.append(data)
return category
def action_get_excel_category_report(self):
""" Generate an Excel category-based sales report.
:return: Dictionary specifying the Excel report action.
:rtype: dict
This method prepares the data for an Excel category-based sales
report and returns a dictionary
that defines the action to generate the report in XLSX format. """
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.category',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sale Category Report',
},
}
def get_xlsx_report(self, data, response):
""" Generate an Excel category-based sales report."""
loaded_data = json.loads(data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
cell_format = workbook.add_format({'font_size': '12px', })
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
sheet.merge_range('G2:O3', 'Sales Category Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
sheet.write('M6', 'To:', cell_format)
sheet.merge_range('N6:O6', loaded_data.get('end_date'), txt)
format1 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#bbd5fc',
'border': 1})
format2 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True, 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#c0dbfa'})
h_row = 7
h_col = 10
count = 0
row = 5
col = 6
row_number = 6
t_row = 6
if loaded_data.get('categ_id'):
record = loaded_data.get('categ_id')
for rec in record:
sheet.merge_range(h_row, h_col - 4, h_row, h_col + 4,
rec['name'], format4)
row = row + count + 3
sheet.write(row, col, 'Order', format2)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column('H:H', 15)
col += 1
sheet.write(row, col, 'Product', format2)
sheet.set_column('I:I', 20)
col += 1
sheet.write(row, col, 'UOM', format2)
col += 1
sheet.write(row, col, 'Quantity', format2)
col += 1
sheet.write(row, col, 'Price', format2)
col += 1
sheet.write(row, col, 'Tax(%)', format2)
col += 1
sheet.write(row, col, 'Subtotal', format2)
col += 1
sheet.write(row, col, 'Total', format2)
col += 1
col = 6
count = 0
row_number = row_number + count + 3
t_qty = 0
t_price = 0
t_subtotal = 0
t_total = 0
t_col = 9
for val in loaded_data.get('form'):
if val['category_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number, val['so'],
format1)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('H:H', 15)
column_number += 1
sheet.write(row_number, column_number,
val['product_id'], format1)
sheet.set_column('I:I', 20)
column_number += 1
sheet.write(row_number, column_number, val['uom'],
format1)
column_number += 1
sheet.write(row_number, column_number, val['quantity'],
format1)
t_qty += val['quantity']
column_number += 1
sheet.write(row_number, column_number, val['price'],
format1)
t_price += val['price']
column_number += 1
sheet.write(row_number, column_number, val['tax'],
format1)
column_number += 1
sheet.write(row_number, column_number, val['subtotal'],
format1)
t_subtotal += val['subtotal']
column_number += 1
sheet.write(row_number, column_number, val['total'],
format1)
t_total += val['total']
column_number += 1
row_number += 1
t_row = t_row + count + 3
sheet.write(t_row, t_col, 'Total', format3)
t_col += 1
sheet.write(t_row, t_col, t_qty, format3)
t_col += 1
sheet.write(t_row, t_col, t_price, format3)
t_col += 2
sheet.write(t_row, t_col, t_subtotal, format3)
t_col += 1
sheet.write(t_row, t_col, t_total, format3)
t_col += 1
h_row = h_row + count + 3
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

32
sale_report_advanced/wizard/sale_report_category_views.xml

@ -0,0 +1,32 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- View for sale report category -->
<record id="sale_report_category_view_form" model="ir.ui.view">
<field name="name">sale.report.category.view.form</field>
<field name="model">sale.report.category</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="from_date"/>
<field name="to_date"/>
<field name="category_ids" widget="many2many_tags"/>
<field name="company_ids" widget="many2many_tags"/>
</group>
<footer>
<button name="action_get_category_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_category_report" string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_report_category_action" model="ir.actions.act_window">
<field name="name">Sales Category Report</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.category</field>
<field name="view_mode">form</field>
<field name="view_id" ref="sale_report_category_view_form"/>
<field name="target">new</field>
</record>
</odoo>

250
sale_report_advanced/wizard/sale_report_indent.py

@ -0,0 +1,250 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportIndent(models.TransientModel):
""" Model for handling sales report indents.
This transient model is used for managing data related to sales
report indents. It is designed for
temporary and intermediary data storage and is not intended for
permanent database storage. """
_name = "sale.report.indent"
_description = "Sale Report Indent"
customer_ids = fields.Many2many('res.partner', string="Customers",
required=True, help="Select one or more"
" customers for the report.")
category_ids = fields.Many2many('product.category', string="Categories",
required=True,
help="Select one or more product categories.")
from_date = fields.Date(string="Start Date",
help="Specify the beginning date for your report.")
to_date = fields.Date(string="End Date",
help="Specify the ending date for your report.")
status = fields.Selection(
[('all', 'All'), ('draft', 'Draft'), ('sent', 'Quotation Sent'),
('sale', 'Sale Order'), ('done', 'Locked')],
string='Status', default='all', required=True,
help="Select the status of the orders to include in the report.")
company_ids = fields.Many2many('res.company', string='Companies',
help="Select one or more companies"
" for the report.")
today_date = fields.Date(default=fields.Date.today(),
help="Automatically set to the current date.")
def action_get_indent_report(self):
""" Generate a category-based sales report.
:return: Action to display the category-based sales report. """
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_sale_indent').report_action([],
data=datas)
def _get_data(self):
""" Retrieve and format data for a sales report.
:return: A dictionary containing report data.
:rtype: dict
This method retrieves and formats data for a sales report.
It filters sales order lines based on optional date
range and company selection, then categorizes the data using the
'_get_orders' method. The resulting dictionary
contains the report data ready for use in generating the report.
It includes information such as order details,
product categories, customers, start and end dates.
"""
domain = [('order_id.state', '!=', 'cancel')]
if self.from_date:
domain.append(('order_id.date_order', '>=', self.from_date))
elif self.to_date:
domain.append(('order_id.date_order', '<=', self.to_date))
elif self.company_ids:
domain.append(('order_id.company_id', 'in', self.company_ids))
sale_order_line = self.env['sale.order.line'].search(domain)
res = self._get_orders(sale_order_line)
if not res:
raise ValidationError("No data available for printing.")
datas = {
'ids': self,
'model': 'sale.report.indent',
'form': res,
'categ_id': self._get_category(),
'partner_id': self._get_customers(),
'start_date': self.from_date,
'end_date': self.to_date,
}
return datas
def _get_orders(self, sale_order_line):
""" Filter and categorize sales orders.
:param sale_order_line: List of sales order lines.
:return: Categorized sales orders. """
if self.status == 'all':
filtered_order = list(filter(lambda
x: x.order_id.partner_id in self.customer_ids and x.product_id.categ_id in self.category_ids,
sale_order_line))
else:
filtered_order = list(filter(lambda
x: x.order_id.partner_id in self.customer_ids and x.order_id.state in self.status and x.product_id.categ_id in self.category_ids,
sale_order_line))
return self._get_customer_wise(filtered_order)
def _get_customer_wise(self, order):
""" Categorize sales data by customer and category.
:param order: List of sales orders.
:return: Categorized sales data. """
result = []
for rec in order:
res = {
'product_id': rec.product_id.name,
'quantity': rec.product_uom_qty,
'partner_id': rec.order_id.partner_id,
'category_id': rec.product_id.categ_id,
}
result.append(res)
return result
def _get_category(self):
""" Retrieve and format product categories.
:return: List of product categories with IDs and names. """
category = []
for rec in self.category_ids:
data = {
'id': rec,
'name': rec.complete_name
}
category.append(data)
return category
def _get_customers(self):
""" Retrieve and format customer data.
:return: List of customer information with IDs and names. """
customers = []
for rec in self.customer_ids:
data = {
'id': rec,
'name': rec.name
}
customers.append(data)
return customers
def action_get_excel_indent_report(self):
""" Generate an Excel category-based sales report.
:return: Dictionary specifying the Excel report action.
"""
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.indent',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sales Indent Report',
},
}
def get_xlsx_report(self, data, response):
""" Generate an Excel category-based sales report. """
loaded_data = json.loads(data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
cell_format = workbook.add_format({'font_size': '12px', })
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
sheet.merge_range('G2:N3', 'Product Sales Indent Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('H6', 'From:', cell_format)
sheet.merge_range('I6:J6', loaded_data.get('start_date'), txt)
sheet.write('K6', 'To:', cell_format)
sheet.merge_range('L6:M6', loaded_data.get('end_date'), txt)
format1 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#f5f9ff',
'border': 1})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#b6d0fa', 'border': 1})
if loaded_data.get('categ_id'):
categ = loaded_data.get('categ_id')
if loaded_data.get('partner_id'):
partner = loaded_data.get('partner_id')
h_row = 6
h_col = 12
c_row = 6
row = 7
row_number = 6
for rec in partner:
count = 0
h_row += 1
sheet.merge_range(h_row, h_col - 5, h_row, h_col, rec['name'],
format3)
c_row = c_row + 2
row += 2
row_number += 2
for cat in categ:
count += 2
c_col = 12
col = 9
sheet.merge_range(c_row, c_col-5, c_row, c_col, cat['name'],
format1)
sheet.merge_range(row, c_col-5,row, c_col, 'Product', format4)
sheet.set_column('J:J', 17)
col += 1
sheet.merge_range(row, c_col-5, row, c_col, 'Quantity', format4)
sheet.set_column('K:K', 17)
row_number += 2
c_count = 0
for val in loaded_data.get('form'):
if val['category_id'] == cat['id'] and val['partner_id'] == rec['id']:
c_count += 1
count += 1
column_number = 9
column_number1 = 12
sheet.merge_range(row_number, column_number-2,row_number, column_number,
val['product_id'], format1)
sheet.set_column('J:J', 17)
column_number += 1
sheet.merge_range(row_number, column_number1-2, row_number, column_number1, val['quantity'],
format1)
sheet.set_column('K:K', 17)
row_number += 1
row = row + c_count + 2
c_row = c_row + c_count + 2
h_row = h_row + count + 1
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

37
sale_report_advanced/wizard/sale_report_indent_views.xml

@ -0,0 +1,37 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Views for sale report indent views -->
<record id="indent_wizard" model="ir.ui.view">
<field name="name">Product Sales Indent</field>
<field name="model">sale.report.indent</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="from_date"/>
<field name="to_date"/>
<field name="customer_ids" widget="many2many_tags"/>
</group>
<group>
<field name="category_ids" widget="many2many_tags"/>
<field name="status" widget="radio"/>
<field name="company_ids" widget="many2many_tags"/>
</group>
<footer>
<button name="action_get_indent_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_indent_report" string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_indent_report" model="ir.actions.act_window">
<field name="name">Product Sales Indent Report</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.indent</field>
<field name="view_mode">form</field>
<field name="view_id" ref="indent_wizard"/>
<field name="target">new</field>
</record>
</odoo>

278
sale_report_advanced/wizard/sale_report_invoice.py

@ -0,0 +1,278 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportInvoice(models.TransientModel):
""" Model for handling sales report invoices.
This transient model is used for managing data related to sales
report invoices. """
_name = "sale.report.invoice"
_description = 'Sales Report Invoices'
customer_ids = fields.Many2many('res.partner',
string="Customers", required=True,
help="Select one or more customers for "
"the report.")
from_date = fields.Date(string="Start Date",
help="Specify the beginning date for your report.")
to_date = fields.Date(string="End Date",
help="Specify the ending date for your report.")
status = fields.Selection(
[('open', 'Open'), ('paid', 'Paid'), ('both', 'Both')],
string='Status', default='open', required=True,
help="Select the status of the invoices to include in the report.")
company_ids = fields.Many2many('res.company', string='Companies',
help="Select one or more companies for "
"the report.")
today_date = fields.Date(default=fields.Date.today(),
help="Automatically set to the current date.")
def action_get_invoice_report(self):
""" Generate an invoice analysis report.
:return: Action to display the invoice analysis report. """
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_invoice_analysis').report_action([],
data=datas)
def _get_data(self):
"""Get report values for sale invoice report """
domain = [('state', '!=', 'cancel')]
if self.from_date:
domain.append(('date_order', '>=', self.from_date))
if self.to_date:
domain.append(('date_order', '<=', self.to_date))
if self.company_ids:
domain.append(('company_id', 'in', self.company_ids))
sales_order = self.env['sale.order'].search(domain)
if not sales_order:
raise ValidationError("No data available for printing.")
result = []
customers = []
for record in self.customer_ids:
data = {
'id': record,
'name': record.name
}
customers.append(data)
for so in sales_order:
for cust in customers:
if cust['id'] == so['partner_id'] and so.invoice_ids:
if self.status == 'open':
for inv in so.invoice_ids:
if inv.payment_state != 'paid':
res = {
'so': so.name,
'partner_id': so.partner_id,
'order_date': so.date_order,
'invoice': inv.name,
'date': inv.invoice_date,
'invoiced': inv.amount_total,
'paid': inv.amount_total - inv.amount_residual,
'due': inv.amount_residual,
}
result.append(res)
elif self.status == 'paid':
for inv in so.invoice_ids:
if inv.payment_state == 'paid':
res = {
'so': so.name,
'partner_id': so.partner_id,
'order_date': so.date_order,
'invoice': inv.name,
'date': inv.invoice_date,
'invoiced': inv.amount_total,
'paid': inv.amount_total - inv.amount_residual,
'due': inv.amount_residual,
}
result.append(res)
else:
for inv in so.invoice_ids:
res = {
'so': so.name,
'partner_id': so.partner_id,
'order_date': so.date_order,
'invoice': inv.name,
'date': inv.invoice_date,
'invoiced': inv.amount_total,
'paid': inv.amount_total - inv.amount_residual,
'due': inv.amount_residual,
}
result.append(res)
if not result:
raise ValidationError("No data available for printing.")
datas = {
'ids': self,
'model': 'sale.report.invoice',
'form': result,
'partner_id': customers,
'start_date': self.from_date,
'end_date': self.to_date,
'status': self.status,
}
return datas
def action_get_excel_invoice_report(self):
""" Generate an Excel invoice analysis report.
:return: Action to create the Excel report. """
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.invoice',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sale Invoice Report',
},
}
def get_xlsx_report(self, data, response):
""" Generate an Excel invoice analysis report. """
loaded_data = json.loads(data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
cell_format = workbook.add_format({'font_size': '12px', })
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
sheet.merge_range('G2:M3', 'Invoice Analysis Report', head)
if loaded_data.get('start_date') and loaded_data.get('end_date'):
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
sheet.write('K6', 'To:', cell_format)
sheet.merge_range('L6:M6', loaded_data.get('end_date'), txt)
format1 = workbook.add_format(
{'font_size': 10, 'align': 'left', 'bg_color': '#bbd5fc',
'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#bbd5fc',
'border': 1})
format2 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True})
record = loaded_data.get('partner_id')
h_row = 7
h_col = 9
count = 0
row = 5
col = 6
row_number = 6
t_row = 6
if loaded_data.get('partner_id'):
for rec in record:
sheet.merge_range(h_row, h_col - 3, h_row, h_col + 3,
rec['name'], format4)
row = row + count + 3
sheet.write(row, col, 'Order Number', format2)
sheet.set_column('G:G', 12)
col += 1
sheet.write(row, col, 'Order Date', format2)
sheet.set_column('H:H', 15)
col += 1
sheet.write(row, col, 'Invoice Number', format2)
sheet.set_column('I:I', 13)
col += 1
sheet.write(row, col, 'Invoice Date', format2)
sheet.set_column('J:J', 15)
col += 1
sheet.write(row, col, 'Amount Invoiced', format2)
sheet.set_column('K:K', 11)
col += 1
sheet.write(row, col, 'Amount Paid', format2)
sheet.set_column('L:L', 11)
col += 1
sheet.write(row, col, 'Amount Due', format2)
sheet.set_column('M:M', 11)
col += 1
col = 6
count = 0
t_invoiced = 0
t_paid = 0
t_due = 0
row_number = row_number + count + 3
t_col = 9
for val in loaded_data.get('form'):
if val['partner_id'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number, val['so'],
format1)
sheet.set_column('G:G', 12)
column_number += 1
sheet.write(row_number, column_number,
val['order_date'], format1)
sheet.set_column('H:H', 15)
column_number += 1
sheet.write(row_number, column_number, val['invoice'],
format1)
sheet.set_column('I:I', 13)
column_number += 1
sheet.write(row_number, column_number, val['date'],
format1)
sheet.set_column('J:J', 15)
column_number += 1
sheet.write(row_number, column_number, val['invoiced'],
format1)
sheet.set_column('K:K', 14)
t_invoiced += val['invoiced']
column_number += 1
sheet.write(row_number, column_number, val['paid'],
format1)
sheet.set_column('L:L', 11)
t_paid += val['paid']
column_number += 1
sheet.write(row_number, column_number, val['due'],
format1)
sheet.set_column('M:M', 11)
t_due += val['due']
row_number += 1
t_row = t_row + count + 3
sheet.write(t_row, t_col, 'Total', format3)
sheet.set_column('J:J', 15)
t_col += 1
sheet.write(t_row, t_col, t_invoiced, format3)
sheet.set_column('K:K', 14)
t_col += 1
sheet.write(t_row, t_col, t_paid, format3)
sheet.set_column('L:L', 11)
t_col += 1
sheet.write(t_row, t_col, t_due, format3)
sheet.set_column('M:M', 11)
h_row = h_row + count + 3
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

35
sale_report_advanced/wizard/sale_report_invoice_views.xml

@ -0,0 +1,35 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Views for sale report advance -->
<record id="invoice_wizard" model="ir.ui.view">
<field name="name">Sales Invoice Analysis</field>
<field name="model">sale.report.invoice</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="from_date"/>
<field name="to_date"/>
<field name="customer_ids" widget="many2many_tags"/>
<field name="company_ids" widget="many2many_tags"/>
</group>
<group col="2">
<field name="status" widget="radio"/>
</group>
<footer>
<button name="action_get_invoice_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_invoice_report" string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_invoice_report" model="ir.actions.act_window">
<field name="name">Sale Invoice Report</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.invoice</field>
<field name="view_mode">form</field>
<field name="view_id" ref="invoice_wizard"/>
<field name="target">new</field>
</record>
</odoo>

208
sale_report_advanced/wizard/sale_report_weekly.py

@ -0,0 +1,208 @@
# -*- coding: utf-8 -*-
###############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Ayana KP (odoo@cybrosys.com)
#
# You can modify it under the terms of the GNU AFFERO
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
#
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
# (AGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
###############################################################################
import json
import io
from odoo.tools import date_utils
from odoo.exceptions import ValidationError
from odoo import fields, models, _
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportWeekly(models.TransientModel):
""" Model for handling sales report in weekly .
This transient model is used for managing data related to sales
report invoices. """
_name = "sale.report.weekly"
_description = 'Sales Report Weekly'
date = fields.Date(string='Date', required=True,
help="Select the date of the report")
invoice_status = fields.Selection(
[('invoiced', 'Fully Invoiced'),
('to invoice', 'To Invoice'),
('no', 'Nothing to Invoice')],
string='Invoice Status', default='no', required=True,
help='Select the invoice status for this record. '
'Fully Invoiced: All invoices are fully paid. '
'To Invoice: There are pending invoices. '
'Nothing to Invoice: No invoices are related to this record.')
amount_type = fields.Selection(
[('total', 'Total Amount'), ('untax', 'Untaxed Amount')],
string='Total Amount', default='total',
help='Select the type of amount to be used. '
'Total Amount: Includes taxes. '
'Untaxed Amount: Excludes taxes.')
today_date = fields.Date(
default=fields.Date.today(),
help='This field is automatically set to the current date.')
def action_get_weekly_report(self):
"""Generates and displays a weekly sales report."""
datas = self._get_data()
return self.env.ref(
'sale_report_advanced.action_sales_weekly').report_action([],
data=datas)
def _get_data(self):
""" Function for getting data for report """
result = []
times = {'morning': 'Morning (5:00-12:00)',
'noon': 'Noon (1:00-17:00)',
'evening': 'Evening (18:00-23:00)'}
sale_orders = self.env['sale.order'].sudo().search([
('invoice_status', '=', self.invoice_status),
('date_order', '>=', self.date),
('state', '!=', 'cancel')
])
print('saaa',sale_orders)
if not sale_orders:
raise ValidationError("No data available for printing.")
for rec in sale_orders:
if self.amount_type == 'total':
amount = rec.amount_total
else:
amount = rec.amount_untaxed
for time_id, time_name in times.items():
if rec.date_order.hour > self._get_time_start(
time_id) and rec.date_order.hour <= self._get_time_end(
time_id):
res = {
'order': rec.name,
'amount': amount,
'time': time_id,
'date': rec.date_order.date()
}
result.append(res)
print('res', res)
if not result:
raise ValidationError("No data available for printing.")
datas = {
'ids': self,
'model': 'sale.report.weekly',
'form': result,
'date': self.date,
'type': self.amount_type,
'times': times
}
print('datas',datas)
return datas
def _get_time_start(self, time_id):
"""Get the starting hour corresponding to a given time identifier."""
time_mapping = {'morning': 5, 'noon': 12, 'evening': 17}
return time_mapping[time_id]
def _get_time_end(self, time_id):
"""Get the ending hour corresponding to a given time identifier."""
time_mapping = {'morning': 12, 'noon': 17, 'evening': 23}
return time_mapping[time_id]
def action_get_excel_weekly_report(self):
"""Generate and return a configuration dictionary for an Excel
weekly report."""
datas = self._get_data()
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'sale.report.weekly',
'output_format': 'xlsx',
'options': json.dumps(datas,
default=date_utils.json_default),
'report_name': 'Sale Hourly Report',
},
}
def get_xlsx_report(self, data, response):
""" Function for generating xlsx report """
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
sheet = workbook.add_worksheet()
head = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '20px'})
sheet.merge_range('G2:I3', 'Hourly Sales Report', head)
format1 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bg_color': '#f5f9ff',
'border': 1})
format2 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#6BA6FE', 'border': 1})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True,
'bg_color': '#95ff63', 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True, 'border': 1})
h_row = 7
h_col = 7
count = 0
row = 4
row_number = 5
for rec in data['times']:
col = 6
row = row + count + 4
sheet.merge_range(h_row, h_col - 1, h_row, h_col + 1, rec['name'],
format3)
sheet.write(row, col, 'Order', format2)
sheet.set_column(row, col, 15)
col += 1
sheet.write(row, col, 'Date', format2)
sheet.set_column(row, col, 15)
col += 1
if data['type'] == 'total':
sheet.write(row, col, 'Total', format2)
sheet.set_column(row, col, 15)
col += 1
else:
sheet.write(row, col, 'Untaxed Total', format2)
sheet.set_column(row, col, 15)
col += 1
t_total = 0
row_number = row_number + 4
count = 0
t_col = 7
for val in data['form']:
if val['time'] == rec['id']:
count += 1
column_number = 6
sheet.write(row_number, column_number, val['order'],
format1)
sheet.set_column(row_number, column_number, 15)
column_number += 1
sheet.write(row_number, column_number, val['date'], format1)
sheet.set_column(row_number, column_number, 15)
column_number += 1
sheet.write(row_number, column_number, val['amount'],
format1)
t_total += val['amount']
sheet.set_column(row_number, column_number, 15)
row_number += 1
sheet.write(row_number, t_col, 'Total', format4)
sheet.set_column(row_number, t_col, 15)
t_col += 1
sheet.write(row_number, t_col, t_total, format4)
h_row = h_row + count + 4
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()

33
sale_report_advanced/wizard/sale_report_weekly_views.xml

@ -0,0 +1,33 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Views for sale report weekly -->
<record id="sale_report_weekly_view_form" model="ir.ui.view">
<field name="name">sale.report.weekly.view.form</field>
<field name="model">sale.report.weekly</field>
<field name="arch" type="xml">
<form>
<group col="1">
<field name="date"/>
<field name="invoice_status" widget="dropdown"/>
</group>
<group>
<field name="amount_type" widget="radio"/>
</group>
<footer>
<button name="action_get_weekly_report" string="PDF Report"
type="object" class="btn-primary"/>
<button name="action_get_excel_weekly_report" string="XLSX Report"
type="object" class="btn-primary"/>
</footer>
</form>
</field>
</record>
<record id="sale_report_weekly_action" model="ir.actions.act_window">
<field name="name">Hourly Sales Report</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.report.weekly</field>
<field name="view_mode">form</field>
<field name="view_id" ref="sale_report_weekly_view_form"/>
<field name="target">new</field>
</record>
</odoo>
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