# -*- coding: utf-8 -*- ############################################################################### # # Cybrosys Technologies Pvt. Ltd. # # Copyright (C) 2024-TODAY Cybrosys Technologies() # 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 . # ############################################################################### import json import io from odoo.tools import json_default 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=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()