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564 lines
26 KiB
564 lines
26 KiB
# -*- coding: utf-8 -*-
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################################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
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# Author: Bhagyadev KP (odoo@cybrosys.com)
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#
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# This program is free software: you can modify
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# it under the terms of the GNU Affero General Public License (AGPL) as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <https://www.gnu.org/licenses/>.
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#
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################################################################################
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import io
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import json
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from odoo import api, fields, models
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try:
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from odoo.tools.misc import xlsxwriter
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except ImportError:
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import xlsxwriter
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class PosReportGenerator(models.Model):
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"""pos_report generating model"""
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_name = "pos.report"
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_description = "Model to generate Point of Sale report."
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pos_report = fields.Char(string="PoS Report", help="Point Of Sale Report")
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date_from = fields.Datetime(string="Date From", help="Date From")
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date_to = fields.Datetime(string="Date to", help="Date To")
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report_type = fields.Selection([
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('report_by_order', 'Report By Order'),
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('report_by_order_detail',
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'Report By Order Detail'),
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('report_by_product', 'Report By Product'),
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('report_by_categories',
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'Report By Categories'),
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('report_by_salesman',
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'Report By Salesman'),
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('report_by_payment',
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'Report By Payment')],
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help='Select the report',
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default='report_by_order')
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@api.model
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def pos_report(self, option):
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"""
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Generate a Point of Sale (POS) report based on the specified option.
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"""
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report_values = self.env['pos.report'].search([('id', '=', option)])
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data = {
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'report_type': report_values.report_type,
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'model': self,
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}
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if report_values.date_from:
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data.update({
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'date_from': report_values.date_from,
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})
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if report_values.date_to:
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data.update({
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'date_to': report_values.date_to,
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})
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filters = self.get_filter(option)
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lines = self._get_report_values(data).get('POS')
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main_line = self._get_report_values(data).get('pos_main')
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return {
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'name': "PoS Orders",
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'type': 'ir.actions.client',
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'tag': 'pos_r',
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'orders': data,
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'filters': filters,
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'report_lines': lines,
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'report_main_line': main_line,
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}
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def get_filter(self, option):
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"""
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Get filter data for the specified report option and return it
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as a dictionary.
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"""
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data = self.get_filter_data(option)
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filters = {}
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if data.get('report_type') == 'report_by_order':
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filters['report_type'] = 'Report By Order'
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elif data.get('report_type') == 'report_by_order_detail':
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filters['report_type'] = 'Report By Order Detail'
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elif data.get('report_type') == 'report_by_product':
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filters['report_type'] = 'Report By Product'
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elif data.get('report_type') == 'report_by_categories':
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filters['report_type'] = 'Report By Categories'
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elif data.get('report_type') == 'report_by_salesman':
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filters['report_type'] = 'Report By Salesman'
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elif data.get('report_type') == 'report_by_payment':
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filters['report_type'] = 'Report By Payment'
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else:
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filters['report_type'] = 'report_by_order'
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return filters
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def get_filter_data(self, option):
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"""
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Retrieve filter data for the specified report option and return it
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as a dictionary.
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"""
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report = self.env['pos.report'].search([('id', '=', option)])
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default_filters = {}
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filter_dict = {
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'report_type': report.report_type,
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}
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filter_dict.update(default_filters)
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return filter_dict
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@api.model
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def create(self, vals):
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"""
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Create a new instance of the PosReportGenerator model with the
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provided values.
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"""
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res = super(PosReportGenerator, self).create(vals)
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return res
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def write(self, vals):
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"""
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Update the fields of the current instance of the PosReportGenerator
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model with the provided values.
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"""
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res = super(PosReportGenerator, self).write(vals)
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return res
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def _get_report_sub_lines(self, data):
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"""
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Get report sub-lines based on the specified report type, date range,
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and data.
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"""
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report_sub_lines = []
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if data.get('report_type') == 'report_by_order':
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query = '''
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select l.name,l.date_order,l.partner_id,l.amount_total,
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l.note,l.user_id,res_partner.name,l.name as shop,
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pos_session.name as session,
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res_users.partner_id as user_partner,
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sum(pos_order_line.qty),l.id as id,
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(SELECT res_partner.name as salesman FROM res_partner
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WHERE res_partner.id = res_users.partner_id)
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from pos_order as l
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left join pos_session on l.session_id = pos_session.id
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left join res_partner on l.partner_id = res_partner.id
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left join res_users on l.user_id = res_users.id
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left join pos_order_line on l.id = pos_order_line.order_id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where (l.date_order >= '%s') " % data.get(
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'date_from').strftime('%Y-%m-%d 00:00:00')
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term = 'AND '
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if data.get('date_to'):
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query += term + "(l.date_order <= '%s') " % data.get(
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'date_to').strftime('%Y-%m-%d 11:59:59')
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query += ("group by l.user_id,res_users.partner_id,"
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"res_partner.name,"
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"l.partner_id,l.date_order,pos_session.name,l.session_id,"
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"l.name,l.amount_total,l.note,l.id")
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self._cr.execute(query)
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report_by_order = self._cr.dictfetchall()
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report_sub_lines.append(report_by_order)
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elif data.get('report_type') == 'report_by_order_detail':
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query = '''
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select l.name,l.date_order,l.partner_id,l.amount_total,l.note,
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l.user_id,res_partner.name,l.name as shop,pos_session.name as
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session, res_users.partner_id as user_partner,
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sum(pos_order_line.qty), pos_order_line.full_product_name,
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pos_order_line.price_unit,pos_order_line.price_subtotal,
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pos_order_line.price_subtotal_incl,pos_order_line.product_id,
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product_product.default_code, (SELECT res_partner.name as salesman
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FROM res_partner WHERE res_partner.id = res_users.partner_id)
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from pos_order as l left join pos_session on l.session_id =
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pos_session.id left join res_partner on l.partner_id =
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res_partner.id left join res_users on l.user_id = res_users.id left
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join pos_order_line on l.id = pos_order_line.order_id left join
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product_product on pos_order_line.product_id = product_product.id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where l.date_order >= '%s' " % data.get(
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'date_from').strftime('%Y-%m-%d')
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term = 'AND '
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if data.get('date_to'):
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query += term + "l.date_order <= '%s' " % data.get(
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'date_to').strftime('%Y-%m-%d')
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query += ("group by l.user_id,res_users.partner_id,"
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"res_partner.name,l.partner_id,l.date_order,"
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"pos_session.name,l.session_id,l.name,l.amount_total,"
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"l.note,pos_order_line.full_product_name,"
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"pos_order_line.price_unit,pos_order_line.price_subtotal,"
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"pos_order_line.price_subtotal_incl,"
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"pos_order_line.product_id,product_product.default_code")
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self._cr.execute(query)
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report_by_order_details = self._cr.dictfetchall()
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report_sub_lines.append(report_by_order_details)
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elif data.get('report_type') == 'report_by_product':
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query = '''
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select l.amount_total,l.amount_paid,sum(pos_order_line.qty) as qty,
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pos_order_line.full_product_name, pos_order_line.price_unit,
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product_product.default_code,product_category.name
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from pos_order as l left join pos_order_line on l.id =
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pos_order_line.order_id left join product_product on
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pos_order_line.product_id = product_product.id left join
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product_template on product_product.product_tmpl_id = product_template.id
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join product_category on product_category.id =
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product_template.categ_id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where l.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "l.date_order <= '%s' " % data.get('date_to')
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query += ("group by l.amount_total,l.amount_paid,"
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"pos_order_line.full_product_name,"
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"pos_order_line.price_unit,pos_order_line.product_id,"
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"product_product.default_code,product_template.categ_id,"
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"product_category.name")
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self._cr.execute(query)
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report_by_product = self._cr.dictfetchall()
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report_sub_lines.append(report_by_product)
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elif data.get('report_type') == 'report_by_categories':
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query = '''
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select product_category.name,sum(l.qty) as qty,sum(l.price_subtotal)
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as amount_total,sum(price_subtotal_incl) as total_incl from
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pos_order_line as l left join product_template on l.product_id =
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product_template.id join product_category on
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product_category.id = product_template.categ_id
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left join pos_order on l.order_id = pos_order.id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where pos_order.date_order >= '%s' " % data.get(
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'date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "pos_order.date_order <= '%s' " % data.get(
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'date_to')
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query += "group by product_category.name"
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self._cr.execute(query)
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report_by_categories = self._cr.dictfetchall()
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report_sub_lines.append(report_by_categories)
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elif data.get('report_type') == 'report_by_salesman':
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query = '''
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select res_partner.name,sum(pos_order_line.qty) as qty,
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sum(pos_order_line.price_subtotal) as amount,count(l.id) as order
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from pos_order as l
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left join res_users on l.user_id = res_users.id
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left join res_partner on res_users.partner_id = res_partner.id
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left join pos_order_line on l.id = pos_order_line.order_id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where l.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "l.date_order <= '%s' " % data.get('date_to')
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query += "group by res_partner.name"
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self._cr.execute(query)
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report_by_salesman = self._cr.dictfetchall()
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report_sub_lines.append(report_by_salesman)
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elif data.get('report_type') == 'report_by_payment':
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query = '''
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select pos_payment_method.name,sum(l.amount_total),pos_session.name
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as session,pos_config.name as config
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from pos_order as l
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left join pos_payment on l.id = pos_payment.pos_order_id
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left join pos_payment_method on pos_payment.payment_method_id =
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pos_payment_method.id
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left join pos_session on l.session_id = pos_session.id
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left join pos_config on pos_session.config_id = pos_config.id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where l.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "l.date_order <= '%s' " % data.get('date_to')
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query += ("group by pos_payment_method.name,pos_session.name,"
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"pos_config.name")
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self._cr.execute(query)
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report_by_payment = self._cr.dictfetchall()
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report_sub_lines.append(report_by_payment)
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return report_sub_lines
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def _get_report_total_value(self, data, report):
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"""
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Get the total value for the specified report type.
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"""
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report_main_lines = []
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if data.get('report_type') == 'report_by_order':
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self._cr.execute('''
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select count(l.id) as order,sum(l.amount_total) as amount
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from pos_order as l
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''')
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report_by_order = self._cr.dictfetchall()
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report_main_lines.append(report_by_order)
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elif data.get('report_type') == 'report_by_order_detail':
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self._cr.execute('''
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select count(line.id) as order,sum(line.price_subtotal)
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as total,sum(line.price_subtotal_incl)
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from pos_order_line as line
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''')
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report_by_order_detail = self._cr.dictfetchall()
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report_main_lines.append(report_by_order_detail)
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elif data.get('report_type') == 'report_by_product':
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self._cr.execute('''
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select count(l.product_id) as order,sum(l.price_subtotal) as amount
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from pos_order_line as l
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''')
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report_by_product = self._cr.dictfetchall()
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report_main_lines.append(report_by_product)
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else:
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report_main_lines = False
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return report_main_lines
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def _get_report_values(self, data):
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"""
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Get report values based on the provided data.
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"""
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docs = data['model']
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date_from = data.get('date_from')
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date_to = data.get('date_to')
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if data['report_type'] == 'report_by_order_detail':
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report = ['Report By Order Detail']
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elif data['report_type'] == 'report_by_product':
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report = ['Report By Product']
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elif data['report_type'] == 'report_by_categories':
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report = ['Report By Categories']
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elif data['report_type'] == 'report_by_salesman':
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report = ['Report By Salesman']
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elif data['report_type'] == 'report_by_payment':
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report = ['Report By Payment']
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else:
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report = ['Report By Order']
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report_res_total = self._get_report_total_value(data, report)
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if data.get('report_type'):
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report_res = \
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self._get_report_sub_lines(data)[0]
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else:
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report_res = self._get_report_sub_lines(data)
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if data.get('report_type') == 'report_by_order':
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report_res_total = self._get_report_total_value(data, report)[0]
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return {
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'doc_ids': self.ids,
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'docs': docs,
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'POS': report_res,
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'pos_main': report_res_total,
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}
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def get_pos_xlsx_report(self, data, response, report_data):
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"""
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Generate an Excel report based on the provided data and write
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it to the response.
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"""
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report_data_main = json.loads(report_data)
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output = io.BytesIO()
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filters = json.loads(data)
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workbook = xlsxwriter.Workbook(output, {'in_memory': True})
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sheet = workbook.add_worksheet()
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head = workbook.add_format({'align': 'center', 'bold': True,
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'font_size': '20px'})
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heading = workbook.add_format(
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{'align': 'center', 'bold': True, 'font_size': '10px',
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'border': 2,
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'border_color': 'black'})
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txt_l = workbook.add_format(
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{'font_size': '10px', 'border': 1, 'bold': True})
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sheet.merge_range('A2:H3',
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'Point of Sale Report',
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head)
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if filters.get('report_type') == 'report_by_order':
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sheet.merge_range('B5:D5', 'Report Type: ' +
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filters.get('report_type'), txt_l)
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sheet.write('A7', 'PoS', heading)
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sheet.write('B7', 'Order', heading)
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sheet.write('C7', 'Date Order', heading)
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sheet.write('D7', 'Customer', heading)
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sheet.write('E7', 'Salesman', heading)
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sheet.write('F7', 'Total Qty', heading)
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sheet.write('G7', 'Amount Total', heading)
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sheet.write('H7', 'Note', heading)
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lst = []
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if report_data_main:
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for rec in report_data_main[0]:
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lst.append(rec)
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row = 6
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col = 0
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sheet.set_column(3, 0, 15)
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sheet.set_column(4, 1, 15)
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sheet.set_column(5, 2, 15)
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sheet.set_column(6, 3, 15)
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sheet.set_column(7, 4, 15)
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sheet.set_column(8, 5, 15)
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sheet.set_column(9, 6, 15)
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for rec_data in report_data_main:
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row += 1
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sheet.write(row, col, rec_data['shop'], txt_l)
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sheet.write(row, col + 1, rec_data['session'], txt_l)
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sheet.write(row, col + 2, rec_data['date_order'], txt_l)
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sheet.write(row, col + 3, rec_data['name'], txt_l)
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sheet.write(row, col + 4, rec_data['salesman'], txt_l)
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sheet.write(row, col + 5, rec_data['sum'], txt_l)
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sheet.write(row, col + 6, rec_data['amount_total'], txt_l)
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sheet.write(row, col + 7, rec_data['note'], txt_l)
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if filters.get('report_type') == 'report_by_order_detail':
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sheet.merge_range('B5:D5', 'Report Type: ' +
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filters.get('report_type'), txt_l)
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sheet.write('A7', 'PoS', heading)
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sheet.write('B7', 'Order', heading)
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sheet.write('C7', 'Date Order', heading)
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sheet.write('D7', 'Customer', heading)
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sheet.write('E7', 'Salesman', heading)
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sheet.write('F7', 'Product Code', heading)
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sheet.write('G7', 'Product Name', heading)
|
|
sheet.write('H7', 'Price unit', heading)
|
|
sheet.write('I7', 'Qty', heading)
|
|
sheet.write('J7', 'Price Subtotal', heading)
|
|
sheet.write('K7', 'Price Subtotal Incl', heading)
|
|
lst = []
|
|
if report_data_main:
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
sheet.set_column(7, 4, 15)
|
|
sheet.set_column(8, 5, 15)
|
|
sheet.set_column(9, 6, 15)
|
|
sheet.set_column(10, 7, 15)
|
|
sheet.set_column(11, 8, 15)
|
|
sheet.set_column(12, 9, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['shop'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['session'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['date_order'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['salesman'], txt_l)
|
|
sheet.write(row, col + 5, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 6, rec_data['full_product_name'], txt_l)
|
|
sheet.write(row, col + 7, rec_data['price_unit'], txt_l)
|
|
sheet.write(row, col + 8, rec_data['sum'], txt_l)
|
|
sheet.write(row, col + 9, rec_data['price_subtotal'], txt_l)
|
|
sheet.write(row, col + 10, rec_data['price_subtotal_incl'],
|
|
txt_l)
|
|
if filters.get('report_type') == 'report_by_product':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Category', heading)
|
|
sheet.write('B7', 'Product Code', heading)
|
|
sheet.write('C7', 'Product Name', heading)
|
|
sheet.write('D7', 'Qty', heading)
|
|
sheet.write('E7', 'Amount Total', heading)
|
|
sheet.write('F7', 'Amount Total Incl', heading)
|
|
lst = []
|
|
if report_data_main:
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
sheet.set_column(7, 4, 15)
|
|
sheet.set_column(8, 5, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['full_product_name'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['amount_total'], txt_l)
|
|
sheet.write(row, col + 5, rec_data['amount_paid'], txt_l)
|
|
if filters.get('report_type') == 'report_by_categories':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Category', heading)
|
|
sheet.write('B7', 'Qty', heading)
|
|
sheet.write('C7', 'Amount Total', heading)
|
|
sheet.write('D7', 'Amount Total Incl', heading)
|
|
lst = []
|
|
if report_data_main:
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['amount_total'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['total_incl'], txt_l)
|
|
if filters.get('report_type') == 'report_by_salesman':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Salesman', heading)
|
|
sheet.write('B7', 'Total Order', heading)
|
|
sheet.write('C7', 'Total Qty', heading)
|
|
sheet.write('D7', 'Total Amount', heading)
|
|
lst = []
|
|
if report_data_main:
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['order'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['amount'], txt_l)
|
|
if filters.get('report_type') == 'report_by_payment':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Point of Sale', heading)
|
|
sheet.write('B7', 'PoS Session', heading)
|
|
sheet.write('C7', 'Payment', heading)
|
|
sheet.write('D7', 'Total Amount', heading)
|
|
lst = []
|
|
if report_data_main:
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
for rec_data in report_data_main:
|
|
name = list(rec_data['name'].values())[0]
|
|
row += 1
|
|
sheet.write(row, col, rec_data['config'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['session'], txt_l)
|
|
sheet.write(row, col + 2, name, txt_l)
|
|
sheet.write(row, col + 3, rec_data['sum'], txt_l)
|
|
workbook.close()
|
|
output.seek(0)
|
|
response.stream.write(output.read())
|
|
output.close()
|
|
|