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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2019-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <http://www.gnu.org/licenses/>.
#
#############################################################################
import json
from datetime import datetime
from odoo import models, fields
from odoo.exceptions import UserError
from odoo.tools import date_utils, io, xlsxwriter
class AccountWizard(models.TransientModel):
_name = "account.wizard"
_inherit = "account.report"
name = fields.Char(default="Invoice")
date_from = fields.Date(string="Start Date", required=True)
date_to = fields.Date(string="End Date", default=fields.Date.today,
required=True)
today = fields.Date("Report Date", default=fields.Date.today)
levels = fields.Selection([('summary', 'Summary'),
('consolidated', 'Consolidated'),
('detailed', 'Detailed'),
('very', 'Very Detailed')],
string='Levels', required=True, default='summary',
help='Different levels for cash flow statements\n'
'Summary: Month wise report.\n'
'Consolidated: Based on account types.\n'
'Detailed: Based on accounts.\n'
'Very Detailed: Accounts with their move lines')
def generate_pdf_report(self):
self.ensure_one()
logged_users = self.env['res.company']._company_default_get(
'account.account')
if self.date_from:
if self.date_from > self.date_to:
raise UserError("Start date should be less than end date")
data = {
'ids': self.ids,
'model': self._name,
'date_from': self.date_from,
'date_to': self.date_to,
'levels': self.levels,
'target_move': self.target_move,
'today': self.today,
'logged_users': logged_users.name,
}
return self.env.ref(
'advance_cash_flow_statements.pdf_report').report_action(self,
data=data)
def generate_xlsx_report(self):
date_from = datetime.strptime(str(self.date_from), "%Y-%m-%d")
date_to = datetime.strptime(str(self.date_to), "%Y-%m-%d")
if date_from:
if date_from > date_to:
raise UserError("Start date should be less than end date")
data = {
'ids': self.ids,
'model': self._name,
'date_from': self.date_from,
'date_to': self.date_to,
'levels': self.levels,
'target_move': self.target_move,
'today': self.today,
}
return {
'type': 'ir.actions.report',
'report_type': 'xlsx',
'data': {'model': 'account.wizard',
'output_format': 'xlsx',
'options': json.dumps(data,
default=date_utils.json_default),
'report_name': 'Adv Cash Flow Statement',
},
}
def get_xlsx_report(self, data, response):
output = io.BytesIO()
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
fetched_data = []
account_res = []
journal_res = []
fetched = []
currency_symbol = self.env.user.company_id.currency_id.symbol
if data['levels'] == 'summary':
state = """ WHERE am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
query3 = """SELECT to_char(am.date, 'Month') as month_part, extract(
YEAR from am.date) as year_part, sum(aml.debit) AS total_debit, sum(
aml.credit) AS total_credit, sum(aml.balance) AS total_balance FROM(
SELECT am.date, am.id, am.state FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' ) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
""" + state + """GROUP BY month_part,year_part"""
cr = self._cr
cr.execute(query3)
fetched_data = cr.dictfetchall()
elif data['levels'] == 'consolidated':
state = """ WHERE am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
query2 = """SELECT aa.name, sum(aml.debit) AS total_debit, sum(
aml.credit) AS total_credit,sum(aml.balance) AS total_balance FROM (
SELECT am.id, am.state FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' ) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
""" + state + """GROUP BY aa.name"""
cr = self._cr
cr.execute(query2)
fetched_data = cr.dictfetchall()
elif data['levels'] == 'detailed':
state = """ WHERE am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
query1 = """SELECT aa.name,aa.code, sum(aml.debit) AS total_debit,
sum(aml.credit) AS total_credit,sum(
aml.balance) AS total_balance FROM (
SELECT am.id, am.state FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' ) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
""" + state + """GROUP BY aa.name, aa.code"""
cr = self._cr
cr.execute(query1)
fetched_data = cr.dictfetchall()
for account in self.env['account.account'].search([]):
child_lines = self._get_journal_lines(account, data)
if child_lines:
journal_res.append(child_lines)
else:
state = """AND am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
sql = """SELECT DISTINCT aa.name,aa.code, sum(
aml.debit) AS total_debit,
sum(aml.credit) AS total_credit FROM (
SELECT am.* FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' """ + state + """) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
GROUP BY aa.name, aa.code"""
cr = self._cr
cr.execute(sql)
fetched = cr.dictfetchall()
for account in self.env['account.account'].search([]):
child_lines = self._get_lines(account, data)
if child_lines:
account_res.append(child_lines)
logged_users = self.env['res.company']._company_default_get(
'account.account')
sheet = workbook.add_worksheet()
bold = workbook.add_format({'align': 'center',
'bold': True,
'font_size': '10px',
'border': 1})
date = workbook.add_format({'font_size': '10px'})
cell_format = workbook.add_format({'bold': True,
'font_size': '10px'})
head = workbook.add_format({'align': 'center',
'bold': True,
'bg_color': '#D3D3D3',
'font_size': '15px'})
txt = workbook.add_format({'align': 'left',
'font_size': '10px'})
txt_left = workbook.add_format({'align': 'left',
'font_size': '10px',
'border': 1})
txt_center = workbook.add_format({'align': 'center',
'font_size': '10px',
'border': 1})
amount = workbook.add_format({'align': 'right',
'font_size': '10px',
'border': 1})
amount_bold = workbook.add_format({'align': 'right',
'bold': True,
'font_size': '10px',
'border': 1})
txt_bold = workbook.add_format({'align': 'left',
'bold': True,
'font_size': '10px',
'border': 1})
sheet.set_column('C:C', 30, cell_format)
sheet.set_column('D:E', 20, cell_format)
sheet.set_column('F:F', 20, cell_format)
sheet.write('C2', "Report Date", txt)
sheet.write('D2', str(data['today']), txt)
sheet.write('F2', logged_users.name, txt)
sheet.merge_range('C3:F5', '')
sheet.merge_range('C3:F4', 'CASH FLOW STATEMENTS', head)
sheet.merge_range('C4:F4', '')
if data['target_move'] == 'posted':
sheet.write('C6', "Target Moves :", cell_format)
sheet.write('C7', 'All Posted Entries', date)
else:
sheet.write('C6', "Target Moves :", cell_format)
sheet.write('C7', 'All Entries', date)
sheet.write('D6', "Date From", cell_format)
sheet.write('E6', str(data['date_from']), date)
sheet.write('D7', "Date To", cell_format)
sheet.write('E7', str(data['date_to']), date)
sheet.merge_range('C8:F8', '', head)
sheet.write('C9', 'NAME', bold)
sheet.write('D9', 'CASH IN', bold)
sheet.write('E9', 'CASH OUT', bold)
sheet.write('F9', 'BALANCE', bold)
row_num = 8
col_num = 2
fetched_data_list = fetched_data.copy()
account_res_list = account_res.copy()
journal_res_list = journal_res.copy()
fetched_list = fetched.copy()
for i in fetched_data_list:
if data['levels'] == 'summary':
sheet.write(row_num + 1, col_num,
str(i['month_part']) + str(int(i['year_part'])),
txt_left)
sheet.write(row_num + 1, col_num + 1,
str(i['total_debit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 2,
str(i['total_credit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 3,
str(i['total_debit'] - i['total_credit']) + str(
currency_symbol),
amount)
row_num = row_num + 1
elif data['levels'] == 'consolidated':
sheet.write(row_num + 1, col_num, i['name'], txt_left)
sheet.write(row_num + 1, col_num + 1,
str(i['total_debit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 2,
str(i['total_credit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 3,
str(i['total_debit'] - i['total_credit']) + str(
currency_symbol),
amount)
row_num = row_num + 1
for j in journal_res_list:
for k in fetched_data_list:
if k['name'] == j['account']:
sheet.write(row_num + 1, col_num,
str(k['code']) + str(k['name']), txt_bold)
sheet.write(row_num + 1, col_num + 1,
str(k['total_debit']) + str(currency_symbol),
amount_bold)
sheet.write(row_num + 1, col_num + 2,
str(k['total_credit']) + str(currency_symbol),
amount_bold)
sheet.write(row_num + 1, col_num + 3,
str(k['total_debit'] - k['total_credit']) + str(
currency_symbol), amount_bold)
row_num = row_num + 1
for l in j['journal_lines']:
sheet.write(row_num + 1, col_num, l['name'], txt_left)
sheet.write(row_num + 1, col_num + 1,
str(l['total_debit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 2,
str(l['total_credit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 3,
str(l['total_debit'] - l['total_credit']) + str(
currency_symbol),
amount)
row_num = row_num + 1
for j in account_res_list:
for k in fetched_list:
if k['name'] == j['account']:
sheet.write(row_num + 1, col_num,
str(k['code']) + str(k['name']), txt_bold)
sheet.write(row_num + 1, col_num + 1,
str(k['total_debit']) + str(currency_symbol),
amount_bold)
sheet.write(row_num + 1, col_num + 2,
str(k['total_credit']) + str(currency_symbol),
amount_bold)
sheet.write(row_num + 1, col_num + 3,
str(k['total_debit'] - k['total_credit']) + str(
currency_symbol), amount_bold)
row_num = row_num + 1
for l in j['journal_lines']:
if l['account_name'] == j['account']:
sheet.write(row_num + 1, col_num, l['name'], txt_left)
sheet.write(row_num + 1, col_num + 1,
str(l['total_debit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 2,
str(l['total_credit']) + str(currency_symbol),
amount)
sheet.write(row_num + 1, col_num + 3,
str(l['total_debit'] - l['total_credit']) + str(
currency_symbol),
amount)
row_num = row_num + 1
for m in j['move_lines']:
if m['name'] == l['name']:
sheet.write(row_num + 1, col_num, m['move_name'],
txt_center)
sheet.write(row_num + 1, col_num + 1,
str(m['total_debit']) + str(
currency_symbol), amount)
sheet.write(row_num + 1, col_num + 2,
str(m['total_credit']) + str(
currency_symbol), amount)
sheet.write(row_num + 1, col_num + 3,
str(m['total_debit'] - m[
'total_credit']) + str(currency_symbol),
amount)
row_num = row_num + 1
workbook.close()
output.seek(0)
response.stream.write(output.read())
output.close()
def _get_lines(self, account, data):
state = """AND am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
query = """SELECT aml.account_id,aj.name, am.name as move_name, sum(
aml.debit) AS total_debit,
sum(aml.credit) AS total_credit FROM (
SELECT am.* FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' """ + state + """) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
LEFT JOIN account_journal aj ON aj.id = am.journal_id
WHERE aa.id = """ + str(account.id) + """
GROUP BY am.name, aml.account_id, aj.name"""
cr = self._cr
cr.execute(query)
fetched_data = cr.dictfetchall()
sql2 = """SELECT aa.name as account_name, aj.id, aj.name, sum(
aml.debit) AS total_debit,
sum(aml.credit) AS total_credit FROM (
SELECT am.* FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' """ + state + """) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
LEFT JOIN account_journal aj ON aj.id = am.journal_id
WHERE aa.id = """ + str(account.id) + """
GROUP BY aa.name, aj.name, aj.id"""
cr = self._cr
cr.execute(sql2)
fetch_data = cr.dictfetchall()
if fetched_data:
return {
'account': account.name,
'code': account.code,
'move_lines': fetched_data,
'journal_lines': fetch_data,
}
def _get_journal_lines(self, account, data):
state = """AND am.state = 'posted' """ if data[
'target_move'] == 'posted' else ''
sql2 = """SELECT aa.name as account_name, aj.id, aj.name, sum(
aml.debit) AS total_debit,
sum(aml.credit) AS total_credit FROM (
SELECT am.* FROM account_move as am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
WHERE am.date BETWEEN '""" + str(
data['date_from']) + """' and '""" + str(
data['date_to']) + """' """ + state + """) am
LEFT JOIN account_move_line aml ON aml.move_id = am.id
LEFT JOIN account_account aa ON aa.id = aml.account_id
LEFT JOIN account_journal aj ON aj.id = am.journal_id
WHERE aa.id = """ + str(account.id) + """
GROUP BY aa.name, aj.name, aj.id"""
cr = self._cr
cr.execute(sql2)
fetched_data = cr.dictfetchall()
if fetched_data:
return {
'account': account.name,
'journal_lines': fetched_data,
}