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462 lines
21 KiB
462 lines
21 KiB
# -*- coding: utf-8 -*-
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###############################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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#
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Ayana KP (odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU AFFERO
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
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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 (AGPL v3) 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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# (AGPL v3) along with this program.
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# If not, see <http://www.gnu.org/licenses/>.
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#
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###############################################################################
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import json
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import io
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from odoo.exceptions import ValidationError
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from odoo import fields, models
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from odoo.tools import json_default
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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 SaleReportAdvance(models.TransientModel):
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""" This transient model is used to create and configure parameters
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for generating reports related to sales."""
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_name = "sale.report.advance"
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_description = 'Sale Report Advance'
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customer_ids = fields.Many2many('res.partner',
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string="Customers", help="Select specific"
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" customers for the report.")
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product_ids = fields.Many2many('product.product',
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string='Products', help="Select specific"
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" products for the report.")
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from_date = fields.Date(string="Start Date", help="Specify the start date "
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"of the report period.")
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to_date = fields.Date(string="End Date", help="Specify the end date of the "
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"report period.")
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type = fields.Selection(
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[('customer', 'Customers'), ('product', 'Products'), ('both', 'Both')],
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string='Report Print By', default='customer', required=True,
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help="Choose the type of report to generate: by Customers, "
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"Products, or Both.")
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company_ids = fields.Many2many('res.company', string='Companies',
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help="Filter the report by "
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"selecting specific companies.")
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today_date = fields.Date(string='Date', default=fields.Date.today(),
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help="Default value is set to today's date"
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" for the report.")
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def _get_data(self):
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""" Function generating data for report in sale advance report """
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sales_order_line = self.env['sale.order.line'].search(
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[('order_id.state', '!=', 'cancel')])
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domain = [('state', '!=', 'cancel')]
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if self.from_date:
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domain.append(('date_order', '>=', self.from_date))
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if self.to_date:
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domain.append(('date_order', '<=', self.to_date))
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if self.company_ids:
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domain.append(('company_id', 'in', self.company_ids.ids))
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sales_order = self.env['sale.order'].search(domain)
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if not sales_order:
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raise ValidationError("No data available for printing.")
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result = []
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customers = []
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products = []
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for rec in self.customer_ids:
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data = {
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'id': rec,
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'name': rec.name
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}
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customers.append(data)
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for rec in self.product_ids:
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data = {
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'id': rec,
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'name': rec.name
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}
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products.append(data)
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margin = 0
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if self.type == 'product':
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for rec in products:
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for lines in sales_order_line:
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if lines.product_id == rec['id']:
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profit = round(
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lines.product_id.list_price - lines.product_id.standard_price,
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2)
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if lines.product_id.standard_price != 0:
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margin = round((profit * 100) / lines.product_id.standard_price,2)
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res = {
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'sequence': lines.order_id.name,
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'date': lines.order_id.date_order,
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'product_id': lines.product_id,
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'quantity': lines.product_uom_qty,
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'cost': lines.product_id.standard_price,
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'price': lines.product_id.list_price,
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'profit': profit,
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'margin': margin,
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'partner': lines.order_id.partner_id.name,
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}
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result.append(res)
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if self.type == 'customer':
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for rec in customers:
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for so in sales_order:
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if so.partner_id == rec['id']:
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for lines in so.order_line:
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profit = round(
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lines.product_id.list_price - lines.product_id.standard_price,
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2)
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if lines.product_id.standard_price != 0:
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margin = round((profit * 100) / lines.product_id.standard_price, 2)
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res = {
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'sequence': so.name,
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'date': so.date_order,
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'product': lines.product_id.name,
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'quantity': lines.product_uom_qty,
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'cost': lines.product_id.standard_price,
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'price': lines.product_id.list_price,
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'profit': profit,
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'margin': margin,
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'partner_id': so.partner_id,
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}
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result.append(res)
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if self.type == 'both':
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for rec in customers:
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for p in products:
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for so in sales_order:
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if so.partner_id == rec['id']:
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for lines in so.order_line:
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if lines.product_id == p['id']:
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profit = round(
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lines.product_id.list_price - lines.product_id.standard_price,
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2)
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if lines.product_id.standard_price != 0:
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margin = round((profit * 100) / lines.product_id.standard_price, 2)
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res = {
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'sequence': so.name,
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'date': so.date_order,
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'product': lines.product_id.name,
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'quantity': lines.product_uom_qty,
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'cost': lines.product_id.standard_price,
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'price': lines.product_id.list_price,
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'profit': profit,
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'margin': margin,
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'partner': so.partner_id.name,
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}
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result.append(res)
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if self.from_date and self.to_date and not self.customer_ids and not self.product_ids:
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for so in sales_order:
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for lines in so.order_line:
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profit = round(
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lines.product_id.list_price - lines.product_id.standard_price,
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2)
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if lines.product_id.standard_price != 0:
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margin = round(
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(profit * 100) / lines.product_id.standard_price, 2)
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res = {
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'sequence': so.name,
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'date': so.date_order,
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'product': lines.product_id.name,
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'quantity': lines.product_uom_qty,
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'cost': lines.product_id.standard_price,
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'price': lines.product_id.list_price,
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'profit': profit,
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'margin': margin,
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'partner': so.partner_id.name,
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}
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result.append(res)
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if not result:
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raise ValidationError("No data available for printing.")
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datas = {
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'ids': self,
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'model': 'sale.report.advance',
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'form': result,
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'partner_id': customers,
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'product_id': products,
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'start_date': self.from_date,
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'end_date': self.to_date,
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'type': self.type,
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'no_value': False,
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}
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if self.from_date and self.to_date and not self.customer_ids and not self.product_ids:
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datas['no_value'] = True
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return datas
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def action_get_report(self):
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""" Generate and display a custom sales report.
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:return: An action to display the custom sales report.
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:rtype: dict """
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datas = self._get_data()
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return self.env.ref(
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'sale_report_advanced.action_sale_report').report_action([],
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data=datas)
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def action_get_excel_report(self):
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""" Generate and return an Excel report for advanced sales reporting.
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:return: A dictionary describing the action to be performed for
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the Excel report.
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:rtype: dict """
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datas = self._get_data()
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return {
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'type': 'ir.actions.report',
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'report_type': 'xlsx',
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'data': {'model': 'sale.report.advance',
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'output_format': 'xlsx',
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'options': json.dumps(datas,
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default=json_default),
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'report_name': 'Sale Advance Report',
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},
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}
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def get_xlsx_report(self, data, response):
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"""Function for generating xlsx report """
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loaded_data = json.loads(data)
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output = io.BytesIO()
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workbook = xlsxwriter.Workbook(output, {'in_memory': True})
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sheet = workbook.add_worksheet()
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record = []
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cell_format = workbook.add_format({'font_size': '12px', })
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head = workbook.add_format(
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{'align': 'center', 'bold': True, 'font_size': '20px'})
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txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
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sheet.merge_range('G2:N3', 'Sales Profit Report', head)
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if loaded_data.get('start_date') and loaded_data.get('end_date'):
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sheet.write('G6', 'From:', cell_format)
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sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
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sheet.write('L6', 'To:', cell_format)
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sheet.merge_range('M6:N6', loaded_data.get('end_date'), txt)
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format1 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bg_color': '#bbd5fc',
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'border': 1})
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format2 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bold': True,
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'bg_color': '#6BA6FE', 'border': 1})
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format4 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bold': True, 'border': 1})
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format3 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bold': True,
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'bg_color': '#c0dbfa', 'border': 1})
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if loaded_data.get('type') == 'product':
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record = loaded_data.get('product_id')
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if loaded_data.get('type') == 'customer':
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record = loaded_data.get('partner_id')
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h_row = 7
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h_col = 9
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count = 0
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row = 5
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col = 6
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row_number = 6
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t_row = 6
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if loaded_data.get('type') == 'product' or loaded_data.get(
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'type') == 'customer':
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for rec in record:
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sheet.merge_range(h_row, h_col - 3, h_row, h_col + 4,
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rec['name'], format3)
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row = row + count + 3
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sheet.write(row, col, 'Order', format2)
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col += 1
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sheet.write(row, col, 'Date', format2)
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sheet.set_column('H:H', 15)
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col += 1
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if loaded_data.get('type') == 'product':
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sheet.write(row, col, 'Customer', format2)
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sheet.set_column('I:I', 20)
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col += 1
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elif loaded_data.get('type') == 'customer':
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sheet.write(row, col, 'Product', format2)
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sheet.set_column('I:I', 20)
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col += 1
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sheet.write(row, col, 'Quantity', format2)
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col += 1
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sheet.write(row, col, 'Cost', format2)
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col += 1
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sheet.write(row, col, 'Price', format2)
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col += 1
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sheet.write(row, col, 'Profit', format2)
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col += 1
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sheet.write(row, col, 'Margin(%)', format2)
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col += 1
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col = 6
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count = 0
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row_number = row_number + count + 3
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t_qty = 0
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t_cost = 0
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t_price = 0
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t_profit = 0
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t_margin = 0
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t_col = 8
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for val in loaded_data.get('form'):
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if loaded_data.get('type') == 'customer':
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if val['partner_id'] == rec['id']:
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count += 1
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column_number = 6
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sheet.write(row_number, column_number,
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val['sequence'], format1)
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column_number += 1
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sheet.write(row_number, column_number, val['date'],
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format1)
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sheet.set_column('H:H', 15)
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column_number += 1
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sheet.write(row_number, column_number,
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val['product'], format1)
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sheet.set_column('I:I', 20)
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column_number += 1
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sheet.write(row_number, column_number,
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val['quantity'], format1)
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t_qty += val['quantity']
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column_number += 1
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sheet.write(row_number, column_number, val['cost'],
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format1)
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t_cost += val['cost']
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column_number += 1
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sheet.write(row_number, column_number, val['price'],
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format1)
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t_price += val['price']
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column_number += 1
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sheet.write(row_number, column_number,
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val['profit'], format1)
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t_profit += val['profit']
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column_number += 1
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sheet.write(row_number, column_number,
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val['margin'], format1)
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t_margin += val['margin']
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column_number += 1
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row_number += 1
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if loaded_data.get('type') == 'product':
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if val['product_id'] == rec['id']:
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count += 1
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column_number = 6
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sheet.write(row_number, column_number,
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val['sequence'], format1)
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column_number += 1
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sheet.write(row_number, column_number, val['date'],
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format1)
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sheet.set_column('H:H', 15)
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column_number += 1
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sheet.write(row_number, column_number,
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val['partner'], format1)
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sheet.set_column('I:I', 20)
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column_number += 1
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sheet.write(row_number, column_number,
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val['quantity'], format1)
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t_qty += val['quantity']
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column_number += 1
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sheet.write(row_number, column_number, val['cost'],
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format1)
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t_cost += val['cost']
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column_number += 1
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sheet.write(row_number, column_number, val['price'],
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format1)
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t_price += val['price']
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column_number += 1
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sheet.write(row_number, column_number,
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val['profit'], format1)
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t_profit += val['profit']
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column_number += 1
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sheet.write(row_number, column_number,
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val['margin'], format1)
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t_margin += val['margin']
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column_number += 1
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row_number += 1
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t_row = t_row + count + 3
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sheet.write(t_row, t_col, 'Total', format4)
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t_col += 1
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sheet.write(t_row, t_col, t_qty, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_cost, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_price, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_profit, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_margin, format4)
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t_col += 1
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h_row = h_row + count + 3
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if loaded_data.get('type') == 'both' or loaded_data.get(
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'no_value') == True:
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row += 3
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row_number += 2
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t_qty = 0
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t_cost = 0
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t_price = 0
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t_profit = 0
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t_margin = 0
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t_col = 9
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sheet.write(row, col, 'Order', format2)
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col += 1
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sheet.write(row, col, 'Date', format2)
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sheet.set_column('H:H', 15)
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col += 1
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sheet.write(row, col, 'Customer', format2)
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sheet.set_column('I:I', 20)
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col += 1
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sheet.write(row, col, 'Product', format2)
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sheet.set_column('J:J', 20)
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col += 1
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sheet.write(row, col, 'Quantity', format2)
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col += 1
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sheet.write(row, col, 'Cost', format2)
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col += 1
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sheet.write(row, col, 'Price', format2)
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col += 1
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sheet.write(row, col, 'Profit', format2)
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col += 1
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sheet.write(row, col, 'Margin', format2)
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col += 1
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row_number += 1
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for val in loaded_data.get('form'):
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column_number = 6
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sheet.write(row_number, column_number, val['sequence'], format1)
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column_number += 1
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sheet.write(row_number, column_number, val['date'], format1)
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sheet.set_column('H:H', 15)
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column_number += 1
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sheet.write(row_number, column_number, val['partner'], format1)
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sheet.set_column('I:I', 20)
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column_number += 1
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sheet.write(row_number, column_number, val['product'], format1)
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sheet.set_column('J:J', 20)
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column_number += 1
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sheet.write(row_number, column_number, val['quantity'], format1)
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t_qty += val['quantity']
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column_number += 1
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sheet.write(row_number, column_number, val['cost'], format1)
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t_cost += val['cost']
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column_number += 1
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sheet.write(row_number, column_number, val['price'], format1)
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t_price += val['price']
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column_number += 1
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sheet.write(row_number, column_number, val['profit'], format1)
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t_profit += val['profit']
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column_number += 1
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sheet.write(row_number, column_number, val['margin'], format1)
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t_margin += val['margin']
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column_number += 1
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row_number += 1
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sheet.write(row_number, t_col, 'Total', format4)
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t_col += 1
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sheet.write(row_number, t_col, t_qty, format4)
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t_col += 1
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sheet.write(row_number, t_col, t_cost, format4)
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t_col += 1
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sheet.write(row_number, t_col, t_price, format4)
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t_col += 1
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sheet.write(row_number, t_col, t_profit, format4)
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t_col += 1
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sheet.write(row_number, t_col, t_margin, format4)
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t_col += 1
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workbook.close()
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output.seek(0)
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response.stream.write(output.read())
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output.close()
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