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import io
import json
from odoo import models, fields, api
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
FETCH_RANGE = 2000
class PartnerLedger(models.TransientModel):
_name = "dynamic.partner.ledger"
journal_ids = fields.Many2many(
"account.journal",
string="Journals",
)
account_ids = fields.Many2many(
"account.account",
string="Accounts",
)
company_id = fields.Many2one(
"res.company",
string="Company",
)
date_from = fields.Date(
string="Start date",
)
date_to = fields.Date(
string="End date",
)
partner_ids = fields.Many2many('res.partner', string='Partner')
partner_category_ids = fields.Many2many('res.partner.category',
string='Partner_tags')
include_details = fields.Boolean(string="Include Details", default=True)
reconciled = fields.Selection([
('unreconciled', 'Unreconciled Only')],
string='Reconcile Type')
type = fields.Selection(
[('receivable', 'Receivable Only'),
('payable', 'Payable only')],
string='Account Type', required=False
)
target_moves = fields.Selection(
[('all_entries', 'All entries'),
('posted_only', 'Posted Only')], string='Target Moves',
default='all_entries'
)
def process_filters(self):
# To show on report headers
data = self.get_filters(default_filters={})
filters = {}
if data.get('partner_ids', []):
filters['partners'] = self.env['res.partner'].browse(
data.get('partner_ids', [])).mapped('name')
else:
filters['partners'] = ['All']
if data.get('journal_ids', []):
filters['journals'] = self.env['account.journal'].browse(
data.get('journal_ids', [])).mapped('code')
else:
filters['journals'] = ['All']
if data.get('account_ids', []):
filters['accounts'] = self.env['account.account'].browse(
data.get('account_ids', [])).mapped('code')
else:
filters['accounts'] = ['All Payable and Receivable']
if data.get('partner_category_ids', []):
filters['categories'] = self.env['res.partner.category'].browse(
data.get('partner_category_ids', [])).mapped('name')
else:
filters['categories'] = ['All']
if data.get('date_from', False):
filters['date_from'] = data.get('date_from')
if data.get('date_to', False):
filters['date_to'] = data.get('date_to')
if data.get('reconciled') == 'unreconciled':
filters['reconciled'] = 'Uneconciled'
if data.get('target_moves') == 'all_entries':
filters['target_moves'] = 'All Entries'
else:
filters['target_moves'] = 'Posted Only'
if data.get('type') == 'receivable':
filters['type'] = 'Receivable'
elif data.get('type') == 'payable':
filters['type'] = 'Payable'
else:
filters['type'] = 'Receivable and Payable'
if data.get('company_id'):
filters['company_id'] = data.get('company_id')
else:
filters['company_id'] = ''
if data.get('include_details'):
filters['include_details'] = True
else:
filters['include_details'] = False
filters['journals_list'] = data.get('journals_list')
filters['accounts_list'] = data.get('accounts_list')
filters['partners_list'] = data.get('partners_list')
filters['category_list'] = data.get('category_list')
filters['company_name'] = data.get('company_name')
return filters
def get_filters(self, default_filters={}):
company_id = self.env.user.company_id
company_domain = [('company_id', '=', company_id.id)]
account_domain = [('company_id', '=', company_id.id), (
'user_type_id.type', 'in', ('receivable', 'payable'))]
partner_company_domain = [('parent_id', '=', False),
'|',
('company_id', '=', company_id.id),
('company_id', '=', False)]
journals = self.journal_ids if self.journal_ids else self.env[
'account.journal'].search(company_domain)
accounts = self.account_ids if self.account_ids else self.env[
'account.account'].search(account_domain)
partners = self.partner_ids if self.partner_ids else self.env[
'res.partner'].search(partner_company_domain)
categories = self.partner_category_ids if self.partner_category_ids else \
self.env['res.partner.category'].search([])
filter_dict = {
'journal_ids': self.journal_ids.ids,
'account_ids': self.account_ids.ids,
'partner_ids': self.partner_ids.ids,
'partner_category_ids': self.partner_category_ids.ids,
'company_id': self.company_id and self.company_id.id or False,
'date_from': self.date_from,
'date_to': self.date_to,
'reconciled': self.reconciled,
'type': self.type,
'target_moves': self.target_moves,
'journals_list': [(j.id, j.name) for j in journals],
'accounts_list': [(a.id, a.name) for a in accounts],
'partners_list': [(p.id, p.name) for p in partners],
'category_list': [(c.id, c.name) for c in categories],
'company_name': self.company_id and self.company_id.name,
}
filter_dict.update(default_filters)
return filter_dict
def get_data(self):
filters = self.process_filters()
account_lines = self.report_data()
return filters, account_lines
def get_page_list(self, total_count):
page_count = int(total_count / FETCH_RANGE)
if total_count % FETCH_RANGE:
page_count += 1
return [i + 1 for i in range(0, int(page_count))] or []
@api.model
def create(self, vals):
ret = super(PartnerLedger, self).create(vals)
return ret
def write(self, vals):
if vals.get('journal_ids'):
vals.update(
{'journal_ids': [(4, j) for j in vals.get('journal_ids')]})
if vals.get('journal_ids') == []:
vals.update({'journal_ids': [(5,)]})
if vals.get('account_ids'):
vals.update(
{'account_ids': [(4, j) for j in vals.get('account_ids')]})
if vals.get('account_ids') == []:
vals.update({'account_ids': [(5,)]})
if vals.get('partner_ids'):
vals.update(
{'partner_ids': [(4, j) for j in vals.get('partner_ids')]})
if vals.get('partner_ids') == []:
vals.update({'partner_ids': [(5,)]})
if vals.get('partner_category_ids'):
vals.update({'partner_category_ids': [(4, j) for j in vals.get(
'partner_category_ids')]})
if vals.get('partner_category_ids') == []:
vals.update({'partner_category_ids': [(5,)]})
ret = super(PartnerLedger, self).write(vals)
return ret
def report_data(self):
# Summary details of each partner
cr = self.env.cr
data = self.get_filters(default_filters={})
WHERE = '1=1'
company_id = self.env.user.company_id
partner_company_domain = [('parent_id', '=', False),
'|',
('company_id', '=', company_id.id),
('company_id', '=', False)]
if self.partner_category_ids:
partner_company_domain.append(
('category_id', 'in', self.partner_category_ids.ids))
if data.get('partner_ids', []):
partner_ids = self.env['res.partner'].browse(
data.get('partner_ids'))
else:
partner_ids = self.env['res.partner'].search(partner_company_domain)
move_lines = {
x.id: {
'name': x.name,
'code': x.id,
'id': x.id,
'lines': []
} for x in partner_ids
}
for partner in partner_ids:
company_id = self.env.user.company_id
currency = partner.company_id.currency_id or company_id.currency_id
symbol = currency.symbol
rounding = currency.rounding
position = currency.position
opening_balance = 0.0
type = ('receivable', 'payable')
if self.type:
type = tuple([self.type, 'none'])
WHERE += ' AND ty.type IN %s' % str(type)
if data.get('reconciled') == 'unreconciled':
WHERE += ' AND l.amount_residual != 0'
if data.get('journal_ids', []):
WHERE += ' AND j.id IN %s' % str(
tuple(data.get('journal_ids')) + tuple([0]))
if data.get('account_ids', []):
WHERE += ' AND a.id IN %s' % str(
tuple(data.get('account_ids')) + tuple([0]))
if data.get('partner_ids', []):
WHERE += ' AND p.id IN %s' % str(
tuple(data.get('partner_ids')) + tuple([0]))
if data.get('company_id', False):
WHERE += ' AND l.company_id = %s' % data.get('company_id')
if data.get('target_moves') == 'posted_only':
WHERE += " AND m.state = 'posted'"
if data.get('date_from') and data.get('date_to'):
WHERE_CURRENT = WHERE + " AND l.date >= '%s'" % data.get(
'date_from') + " AND l.date <= '%s'" % data.get(
'date_to')
WHERE_CURRENT += " AND p.id = %s" % partner.id
elif data.get('date_from'):
WHERE_CURRENT = WHERE + " AND l.date >= '%s'" % data.get(
'date_from')
WHERE_CURRENT += " AND p.id = %s" % partner.id
elif data.get('date_to'):
WHERE_CURRENT = WHERE + " AND l.date <= '%s'" % data.get(
'date_to')
WHERE_CURRENT += " AND p.id = %s" % partner.id
else:
WHERE_CURRENT = WHERE + " AND p.id = %s" % partner.id
ORDER_BY_CURRENT = 'l.date'
sql = ('''
SELECT
l.date AS ldate,
l.id AS lid,
j.code AS lcode,
a.name AS account_name,
a.code AS account_code,
m.name AS move_name,
l.name AS lname,
COALESCE(l.debit,0) AS debit,
COALESCE(l.credit,0) AS credit,
COALESCE(l.balance,0) AS balance,
COALESCE(l.amount_currency,0) AS balance_currency
FROM account_move_line l
JOIN account_move m ON (l.move_id=m.id)
JOIN account_account a ON (l.account_id=a.id)
LEFT JOIN account_account_type AS ty ON (a.user_type_id = ty.id )
--LEFT JOIN account_analytic_account anl ON (l.analytic_account_id=anl.id)
LEFT JOIN res_currency c ON (l.currency_id=c.id)
LEFT JOIN res_currency cc ON (l.company_currency_id=cc.id)
LEFT JOIN res_partner p ON (l.partner_id=p.id)
JOIN account_journal j ON (l.journal_id=j.id)
WHERE %s
AND ty.type IN %s
--GROUP BY l.id, l.account_id, j.code, l.currency_id, l.amount_currency, l.ref, l.name, m.id, m.name, c.rounding, cc.rounding, cc.position, c.position, c.symbol, cc.symbol, p.name
ORDER BY %s
''') % (WHERE_CURRENT, type, ORDER_BY_CURRENT)
cr.execute(sql)
current_lines = cr.dictfetchall()
for row in current_lines:
row['initial_bal'] = False
row['ending_bal'] = False
current_balance = row['balance']
row['balance'] = opening_balance + current_balance
opening_balance += current_balance
row['initial_bal'] = False
move_lines[partner.id]['lines'].append(row)
WHERE_FULL = WHERE + " AND p.id = %s" % partner.id
sql = ('''
SELECT
COALESCE(SUM(l.debit),0) AS debit,
COALESCE(SUM(l.credit),0) AS credit,
COALESCE(SUM(l.debit - l.credit),0) AS balance
FROM account_move_line l
JOIN account_move m ON (l.move_id=m.id)
JOIN account_account a ON (l.account_id=a.id)
LEFT JOIN account_account_type AS ty ON (a.user_type_id = ty.id )
--LEFT JOIN account_analytic_account anl ON (l.analytic_account_id=anl.id)
LEFT JOIN res_currency c ON (l.currency_id=c.id)
LEFT JOIN res_partner p ON (l.partner_id=p.id)
JOIN account_journal j ON (l.journal_id=j.id)
WHERE %s
AND ty.type IN %s
''') % (WHERE_FULL, type)
cr.execute(sql)
for row in cr.dictfetchall():
if (data.get(
'display_accounts') == 'balance_not_zero' and currency.is_zero(
row['debit'] - row['credit'])) \
or (data.get('balance_less_than_zero') and (
row['debit'] - row['credit']) > 0) \
or (data.get('balance_greater_than_zero') and (
row['debit'] - row['credit']) < 0):
move_lines.pop(partner.id, None)
else:
row['ending_bal'] = True
row['initial_bal'] = False
move_lines[partner.id]['lines'].append(row)
move_lines[partner.id]['debit'] = row['debit']
move_lines[partner.id]['credit'] = row['credit']
move_lines[partner.id]['balance'] = row['balance']
move_lines[partner.id]['company_currency_id'] = currency.id
move_lines[partner.id]['company_currency_symbol'] = symbol
move_lines[partner.id][
'company_currency_precision'] = rounding
move_lines[partner.id][
'company_currency_position'] = position
move_lines[partner.id]['count'] = len(current_lines)
move_lines[partner.id]['pages'] = self.get_page_list(
len(current_lines))
move_lines[partner.id]['single_page'] = True if len(
current_lines) <= FETCH_RANGE else False
return move_lines
def pl_move_lines(self, offset=0, partner=0,
fetch_range=FETCH_RANGE):
# To show detailed move lines as sub lines
cr = self.env.cr
data = self.get_filters(default_filters={})
offset_count = offset * fetch_range
opening_balance = 0
company_id = self.env.user.company_id
currency_id = company_id.currency_id
WHERE = '1=1'
type = ('receivable', 'payable')
if data.get('type'):
type = tuple([self.type, 'none'])
WHERE += ' AND ty.type IN %s' % str(type)
if data.get('reconciled') == 'unreconciled':
WHERE += ' AND l.full_reconcile_id is null AND' \
' l.balance != 0 AND a.reconcile is true'
if data.get('journal_ids', []):
WHERE += ' AND j.id IN %s' % str(
tuple(data.get('journal_ids')) + tuple([0]))
if data.get('account_ids', []):
WHERE += ' AND a.id IN %s' % str(
tuple(data.get('account_ids')) + tuple([0]))
if data.get('partner_ids', []):
WHERE += ' AND p.id IN %s' % str(
tuple(data.get('partner_ids')) + tuple([0]))
if data.get('company_id', False):
WHERE += ' AND l.company_id = %s' % data.get('company_id')
if data.get('target_moves') == 'posted_only':
WHERE += " AND m.state = 'posted'"
if data.get('date_from') and data.get('date_to'):
WHERE_CURRENT = WHERE + " AND l.date >= '%s'" % data.get(
'date_from') + " AND l.date <= '%s'" % data.get(
'date_to')
WHERE_CURRENT += " AND p.id = %s" % partner
elif data.get('date_from'):
WHERE_CURRENT = WHERE + " AND l.date >= '%s'" % data.get(
'date_from')
WHERE_CURRENT += " AND p.id = %s" % partner
elif data.get('date_to'):
WHERE_CURRENT = WHERE + " AND l.date <= '%s'" % data.get(
'date_to')
WHERE_CURRENT += " AND p.id = %s" % partner
elif not data.get('date_from') and not data.get('date_to'):
WHERE_CURRENT = WHERE + " AND p.id = %s" % partner
else:
WHERE_CURRENT = WHERE + " AND p.id = %s" % partner
ORDER_BY_CURRENT = 'l.date'
move_lines = []
sql = ('''
SELECT COUNT(*)
FROM account_move_line l
JOIN account_move m ON (l.move_id=m.id)
JOIN account_account a ON (l.account_id=a.id)
LEFT JOIN account_account_type AS ty ON (a.user_type_id = ty.id )
--LEFT JOIN account_analytic_account anl ON (l.analytic_account_id=anl.id)
LEFT JOIN res_currency c ON (l.currency_id=c.id)
LEFT JOIN res_currency cc ON (l.company_currency_id=cc.id)
LEFT JOIN res_partner p ON (l.partner_id=p.id)
JOIN account_journal j ON (l.journal_id=j.id)
WHERE %s
AND ty.type IN %s
''') % (WHERE_CURRENT, type)
cr.execute(sql)
count = cr.fetchone()[0]
sql = ('''
SELECT
l.id AS lid,
l.account_id AS account_id,
l.partner_id AS partner_id,
l.date AS ldate,
j.code AS lcode,
l.currency_id,
l.amount_currency,
--l.ref AS lref,
l.name AS lname,
m.id AS move_id,
m.name AS move_name,
c.symbol AS currency_symbol,
c.position AS currency_position,
c.rounding AS currency_precision,
cc.id AS company_currency_id,
cc.symbol AS company_currency_symbol,
cc.rounding AS company_currency_precision,
cc.position AS company_currency_position,
p.name AS partner_name,
a.name AS account_name,
a.code AS account_code,
COALESCE(l.debit,0) AS debit,
COALESCE(l.credit,0) AS credit,
COALESCE(l.debit - l.credit,0) AS balance,
COALESCE(l.amount_currency,0) AS amount_currency
FROM account_move_line l
JOIN account_move m ON (l.move_id=m.id)
JOIN account_account a ON (l.account_id=a.id)
LEFT JOIN account_account_type AS ty ON (a.user_type_id = ty.id)
--LEFT JOIN account_analytic_account anl ON (l.analytic_account_id=anl.id)
LEFT JOIN res_currency c ON (l.currency_id=c.id)
LEFT JOIN res_currency cc ON (l.company_currency_id=cc.id)
LEFT JOIN res_partner p ON (l.partner_id=p.id)
JOIN account_journal j ON (l.journal_id=j.id)
WHERE %s
AND ty.type IN %s
GROUP BY l.id, l.partner_id,a.code, a.name, l.account_id, l.date, j.code, l.currency_id, l.amount_currency, l.name, m.id, m.name, c.rounding, cc.id, cc.rounding, cc.position, c.position, c.symbol, cc.symbol, p.name
ORDER BY %s
OFFSET %s ROWS
FETCH FIRST %s ROWS ONLY
''') % (
WHERE_CURRENT, type, ORDER_BY_CURRENT, offset_count, fetch_range)
cr.execute(sql)
for row in cr.dictfetchall():
move_lines.append(row)
return count, offset_count, move_lines
def get_xlsx_report(self, data, response, report_data, dfr_data):
i_data = str(data)
n_data = json.loads(i_data)
filters = json.loads(report_data)
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
cell_format = workbook.add_format(
{'align': 'center', 'bold': True, 'bg_color': '#d3d3d3;',
'border': 1
})
sheet = workbook.add_worksheet()
head = workbook.add_format({'align': 'center', 'bold': True,
'font_size': '20px'})
txt = workbook.add_format({'font_size': '10px', 'border': 1})
sub_heading_sub = workbook.add_format(
{'align': 'center', 'bold': True, 'font_size': '10px',
'border': 2,
'border_color': 'black'})
sheet.merge_range('A1:H2',
self.env.user.company_id.name + ':' + 'Partner Ledger',
head)
date_head = workbook.add_format({'align': 'center', 'bold': True,
'font_size': '10px'})
sheet.merge_range('A3:B3',
'Target Moves: ' + filters.get('target_moves'),
date_head)
sheet.merge_range('C3:D3', 'Account Type: ' + filters.get('type'),
date_head)
sheet.merge_range('E3:F3', ' Partners: ' + ', '.join(
[lt or '' for lt in
filters['partners']]), date_head)
sheet.merge_range('G3:H3', ' Partner Type: ' + ', '.join(
[lt or '' for lt in
filters['categories']]),
date_head)
sheet.merge_range('A4:B4', ' Journals: ' + ', '.join(
[lt or '' for lt in
filters['journals']]),
date_head)
sheet.merge_range('C4:D4', ' Accounts: ' + ', '.join(
[lt or '' for lt in
filters['accounts']]),
date_head)
if filters.get('date_from') and filters.get('date_to'):
sheet.merge_range('E4:F4', 'From: ' + filters.get('date_from'),
date_head)
sheet.merge_range('G4:H4', 'To: ' + filters.get('date_to'),
date_head)
elif filters.get('date_from'):
sheet.merge_range('E4:F4', 'From: ' + filters.get('date_from'),
date_head)
elif filters.get('date_to'):
sheet.merge_range('E4:F4', 'To: ' + filters.get('date_to'),
date_head)
sheet.merge_range('A5:E5', 'Partner', cell_format)
sheet.write('F5', 'Debit', cell_format)
sheet.write('G5', 'Credit', cell_format)
sheet.write('H5', 'Balance', cell_format)
lst = []
for rec in n_data:
lst.append(rec)
row = 4
col = 0
sheet.set_column(0, 0, 15)
sheet.set_column(1, 1, 15)
sheet.set_column(2, 2, 25)
sheet.set_column(3, 3, 15)
sheet.set_column(4, 4, 36)
sheet.set_column(5, 5, 15)
sheet.set_column(6, 6, 15)
sheet.set_column(7, 7, 15)
for l_list in lst:
one_lst = []
two_lst = []
if n_data[l_list]['count']:
one_lst.append(n_data[l_list])
two_lst = (n_data[l_list]['lines'])
two_lst.pop()
row += 1
sheet.merge_range(row, col + 0, row, col + 4, n_data[l_list]['name'],
sub_heading_sub)
sheet.write(row, col + 5, n_data[l_list]['debit'], sub_heading_sub)
sheet.write(row, col + 6, n_data[l_list]['credit'], sub_heading_sub)
sheet.write(row, col + 7, n_data[l_list]['balance'], sub_heading_sub)
row += 1
sheet.write(row, col + 0, 'Date', cell_format)
sheet.write(row, col + 1, 'JRNL', cell_format)
sheet.write(row, col + 2, 'Account', cell_format)
sheet.write(row, col + 3, 'Move', cell_format)
sheet.write(row, col + 4, 'Entry Label', cell_format)
sheet.write(row, col + 5, 'Debit', cell_format)
sheet.write(row, col + 6, 'Credit', cell_format)
sheet.write(row, col + 7, 'Balance', cell_format)
for r_rec in two_lst:
row += 1
sheet.write(row, col + 0, r_rec['ldate'], txt)
sheet.write(row, col + 1, r_rec['lcode'], txt)
sheet.write(row, col + 2, r_rec['account_code'], txt)
sheet.write(row, col + 3, r_rec['move_name'], txt)
sheet.write(row, col + 4, r_rec['lname'], txt)
sheet.write(row, col + 5, r_rec['debit'], txt)
sheet.write(row, col + 6, r_rec['credit'], txt)
sheet.write(row, col + 7, r_rec['balance'], txt)
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()