# -*- coding: utf-8 -*- ############################################################################### # # Cybrosys Technologies Pvt. Ltd. # # Copyright (C) 2023-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 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()