You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
540 lines
25 KiB
540 lines
25 KiB
# -*- coding: utf-8 -*-
|
|
#############################################################################
|
|
#
|
|
# Cybrosys Technologies Pvt. Ltd.
|
|
#
|
|
# Copyright (C) 2022-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
|
|
#
|
|
# You can modify it under the terms of the GNU AFFERO
|
|
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
|
|
#
|
|
# This program is distributed in the hope that it will be useful,
|
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
|
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
|
|
#
|
|
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
|
|
# (AGPL v3) along with this program.
|
|
# If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
#############################################################################
|
|
import io
|
|
from odoo import api, fields, models
|
|
|
|
try:
|
|
from odoo.tools.misc import xlsxwriter
|
|
except ImportError:
|
|
import xlsxwriter
|
|
|
|
|
|
class SalesReport(models.Model):
|
|
"""A new class sales.report is created."""
|
|
_name = "sales.report"
|
|
_description = "Sales Report"
|
|
|
|
sale_report = fields.Char(string="Sale Report", help="Sale Report")
|
|
date_from = fields.Datetime(string="Date From",
|
|
help="Date from which the report should be "
|
|
"viewed.")
|
|
date_to = fields.Datetime(string="Date to",
|
|
help="Date to which the report should be viewed.")
|
|
report_type = fields.Selection([
|
|
('report_by_order', 'Report By Order'),
|
|
('report_by_order_detail', 'Report By Order Detail'),
|
|
('report_by_product', 'Report By Product'),
|
|
('report_by_categories', 'Report By Categories'),
|
|
('report_by_salesperson', 'Report By Sales Person'),
|
|
('report_by_state', 'Report By State')], default='report_by_order',
|
|
help="Report type", string="Report type")
|
|
|
|
@api.model
|
|
def sale_report(self, option):
|
|
"""This is to pass values to the sales report."""
|
|
report_values = self.env['sales.report'].browse(option[0])
|
|
data = {
|
|
'report_type': report_values.report_type,
|
|
'model': self,
|
|
}
|
|
if report_values.date_from:
|
|
data.update({
|
|
'date_from': report_values.date_from,
|
|
})
|
|
if report_values.date_to:
|
|
data.update({
|
|
'date_to': report_values.date_to,
|
|
})
|
|
filters = self.get_filter(option)
|
|
lines = self._get_report_values(data).get('SALE')
|
|
main_line = self._get_report_values(data).get('sale_main')
|
|
return {
|
|
'name': "Sale Orders",
|
|
'type': 'ir.actions.client',
|
|
'tag': 's_r',
|
|
'orders': data,
|
|
'filters': filters,
|
|
'report_lines': lines,
|
|
'report_main_line': main_line,
|
|
}
|
|
|
|
def get_filter(self, option):
|
|
"""It is to get value for the chosen filter."""
|
|
data = self.get_filter_data(option)
|
|
filters = {}
|
|
if data.get('report_type') == 'report_by_order':
|
|
filters['report_type'] = 'Report By Order'
|
|
elif data.get('report_type') == 'report_by_order_detail':
|
|
filters['report_type'] = 'Report By Order Detail'
|
|
elif data.get('report_type') == 'report_by_product':
|
|
filters['report_type'] = 'Report By Product'
|
|
elif data.get('report_type') == 'report_by_categories':
|
|
filters['report_type'] = 'Report By Categories'
|
|
elif data.get('report_type') == 'report_by_salesperson':
|
|
filters['report_type'] = 'Report By Sales Person'
|
|
elif data.get('report_type') == 'report_by_state':
|
|
filters['report_type'] = 'Report By State'
|
|
else:
|
|
filters['report_type'] = 'report_by_order'
|
|
return filters
|
|
|
|
def get_filter_data(self, option):
|
|
"""It is to get data according to the filter selected."""
|
|
filter_dict = {
|
|
'report_type': self.env['sales.report'].browse(
|
|
option[0]).report_type,
|
|
}
|
|
return filter_dict
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
"""It super create."""
|
|
res = super(SalesReport, self).create(vals)
|
|
return res
|
|
|
|
def write(self, vals):
|
|
"""It super write."""
|
|
res = super(SalesReport, self).write(vals)
|
|
return res
|
|
|
|
def _get_report_sub_lines(self, data):
|
|
"""This is to get the table lines according to the filter."""
|
|
report_sub_lines = []
|
|
if data.get('report_type') == 'report_by_order':
|
|
query = '''
|
|
select so.id,so.name as number,so.date_order,
|
|
so.partner_id,so.amount_total,
|
|
so.user_id,res_partner.name as customer,
|
|
res_users.partner_id as user_partner,so.id as id,
|
|
sum(sale_order_line.product_uom_qty),
|
|
(SELECT res_partner.name as sales_man
|
|
FROM res_partner
|
|
WHERE res_partner.id = res_users.partner_id)
|
|
from sale_order as so
|
|
inner join res_partner
|
|
on so.partner_id = res_partner.id
|
|
inner join res_users
|
|
on so.user_id = res_users.id
|
|
inner join sale_order_line
|
|
on so.id = sale_order_line.order_id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where so.date_order >= '%s' " % data.get('date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "so.date_order <= '%s' " % data.get('date_to')
|
|
query += "group by so.user_id,res_users.partner_id," \
|
|
"res_partner.name,so.partner_id,so.date_order," \
|
|
"so.name,so.amount_total,so.id"
|
|
self._cr.execute(query)
|
|
report_by_order = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_order)
|
|
elif data.get('report_type') == 'report_by_order_detail':
|
|
query = '''
|
|
SELECT so.id,so.name as number,so.date_order,
|
|
res_partner.name as customer,
|
|
rc.name as company,
|
|
product_template.name as product,
|
|
product_product.default_code,
|
|
so_line.product_uom_qty,
|
|
so_line.price_subtotal,so.amount_total,
|
|
so.partner_id,
|
|
so.user_id,ru.id,so_line.product_id,
|
|
sum(so_line.product_uom_qty),
|
|
(SELECT res_partner.name as salesman
|
|
FROM res_partner
|
|
WHERE res_partner.id = res_users.partner_id)
|
|
from sale_order as so
|
|
inner join sale_order_line as so_line
|
|
on so.id = so_line.order_id
|
|
inner join product_product
|
|
ON so_line.product_id=product_product.id
|
|
inner join product_template
|
|
ON product_product.product_tmpl_id =
|
|
product_template.id
|
|
inner join res_partner
|
|
on so.partner_id=res_partner.id
|
|
inner join res_users on so.user_id = res_users.id
|
|
inner join res_company as rc on so.company_id=rc.id
|
|
inner join res_users as ru on so.user_id=ru.id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where so.date_order >= '%s' " % data.get('date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "so.date_order <= '%s' " % data.get('date_to')
|
|
query += ''' group by so.user_id, so.name, so.id,so.date_order,
|
|
res_partner.name,rc.name,product_template.name,
|
|
product_product.default_code,so_line.product_uom_qty,
|
|
so_line.price_subtotal,so.amount_total,so.partner_id,
|
|
so.user_id,ru.id,so_line.product_id,
|
|
res_users.partner_id
|
|
'''
|
|
self._cr.execute(query)
|
|
report_by_order_details = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_order_details)
|
|
elif data.get('report_type') == 'report_by_product':
|
|
query = '''
|
|
SELECT so.id,so.date_order,
|
|
product_template.name as product,
|
|
product_category.name as category,
|
|
product_product.default_code,
|
|
so_line.product_uom_qty,
|
|
so.amount_total,so.name as number
|
|
From sale_order as so
|
|
inner join sale_order_line
|
|
as so_line on so.id = so_line.order_id
|
|
inner join product_product
|
|
ON so_line.product_id=product_product.id
|
|
inner join product_template
|
|
ON product_product.product_tmpl_id =
|
|
product_template.id
|
|
inner join product_category
|
|
on product_category.id = product_template.categ_id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where so.date_order >= '%s' " % data.get('date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "so.date_order <= '%s' " % data.get('date_to')
|
|
query += "group by so.id,so.date_order,product_template.name," \
|
|
"product_category.name,product_product.default_code," \
|
|
"so_line.product_uom_qty"
|
|
self._cr.execute(query)
|
|
report_by_product = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_product)
|
|
elif data.get('report_type') == 'report_by_categories':
|
|
query = '''
|
|
select product_category.name,
|
|
sum(so_line.product_uom_qty) as qty,
|
|
sum(so_line.price_subtotal) as amount_total
|
|
from sale_order_line as so_line
|
|
inner join product_template
|
|
on so_line.product_id = product_template.id
|
|
inner join product_category
|
|
on product_category.id = product_template.categ_id
|
|
inner join sale_order
|
|
on so_line.order_id = sale_order.id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where sale_order.date_order >= '%s' " % data.get(
|
|
'date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "sale_order.date_order <= '%s' " % data.get(
|
|
'date_to')
|
|
query += "group by product_category.name"
|
|
self._cr.execute(query)
|
|
report_by_categories = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_categories)
|
|
elif data.get('report_type') == 'report_by_salesperson':
|
|
query = '''
|
|
select res_partner.name,
|
|
sum(sale_order_line.product_uom_qty) as qty,
|
|
sum(sale_order_line.price_subtotal) as amount,
|
|
count(so.id) as order
|
|
from sale_order as so
|
|
inner join res_users
|
|
on so.user_id = res_users.id
|
|
inner join res_partner
|
|
on res_users.partner_id = res_partner.id
|
|
inner join sale_order_line
|
|
on so.id = sale_order_line.order_id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where so.date_order >= '%s' " % data.get('date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "so.date_order <= '%s' " % data.get('date_to')
|
|
query += "group by res_partner.name"
|
|
self._cr.execute(query)
|
|
report_by_salesperson = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_salesperson)
|
|
elif data.get('report_type') == 'report_by_state':
|
|
query = '''
|
|
select so.state,count(so.id),
|
|
sum(sale_order_line.product_uom_qty) as qty,
|
|
sum(sale_order_line.price_subtotal)
|
|
as amount from sale_order as so
|
|
inner join sale_order_line
|
|
on so.id = sale_order_line.order_id
|
|
'''
|
|
term = 'Where '
|
|
if data.get('date_from'):
|
|
query += "Where so.date_order >= '%s' " % data.get('date_from')
|
|
term = 'AND '
|
|
if data.get('date_to'):
|
|
query += term + "so.date_order <= '%s' " % data.get('date_to')
|
|
query += "group by so.state"
|
|
self._cr.execute(query)
|
|
report_by_state = self._cr.dictfetchall()
|
|
report_sub_lines.append(report_by_state)
|
|
return report_sub_lines
|
|
|
|
def _get_report_total_value(self, data, report):
|
|
"""It is to pass total for each report type."""
|
|
report_main_lines = []
|
|
if data.get('report_type') == 'report_by_order':
|
|
self._cr.execute('''
|
|
select count(so.id) as order,sum(so.amount_total) as amount
|
|
from sale_order as so
|
|
''')
|
|
report_by_order = self._cr.dictfetchall()
|
|
report_main_lines.append(report_by_order)
|
|
elif data.get('report_type') == 'report_by_order_detail':
|
|
self._cr.execute('''
|
|
select count(so_line.id) as order,
|
|
sum(so_line.price_subtotal) as total
|
|
from sale_order_line as so_line
|
|
''')
|
|
report_by_order_detail = self._cr.dictfetchall()
|
|
report_main_lines.append(report_by_order_detail)
|
|
elif data.get('report_type') == 'report_by_product':
|
|
self._cr.execute('''
|
|
select count(so_line.product_id) as order,
|
|
sum(so_line.price_subtotal) as amount
|
|
from sale_order_line as so_line
|
|
''')
|
|
report_by_product = self._cr.dictfetchall()
|
|
report_main_lines.append(report_by_product)
|
|
else:
|
|
report_main_lines = False
|
|
return report_main_lines
|
|
|
|
def _get_report_values(self, data):
|
|
"""It is to pass sublines for report."""
|
|
docs = data['model']
|
|
if data['report_type'] == 'report_by_order_detail':
|
|
report = ['Report By Order Detail']
|
|
elif data['report_type'] == 'report_by_product':
|
|
report = ['Report By Product']
|
|
elif data['report_type'] == 'report_by_categories':
|
|
report = ['Report By Categories']
|
|
elif data['report_type'] == 'report_by_salesperson':
|
|
report = ['Report By Sales Person']
|
|
elif data['report_type'] == 'report_by_state':
|
|
report = ['Report By State']
|
|
else:
|
|
report = ['Report By Order']
|
|
report_res_total = self._get_report_total_value(data, report)
|
|
if data.get('report_type'):
|
|
report_res = self._get_report_sub_lines(data)[0]
|
|
else:
|
|
report_res = self._get_report_sub_lines(data)
|
|
if data.get('report_type') == 'report_by_order':
|
|
report_res_total = self._get_report_total_value(data, report)[0]
|
|
return {
|
|
'doc_ids': self.ids,
|
|
'docs': docs,
|
|
'SALE': report_res,
|
|
'sale_main': report_res_total,
|
|
}
|
|
|
|
def get_xlsx_report(self, data, response):
|
|
"""This function is to pass values to the xlsx report."""
|
|
report_data_main = data['report_lines']
|
|
output = io.BytesIO()
|
|
filters = data['filters']
|
|
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
|
|
sheet = workbook.add_worksheet()
|
|
head = workbook.add_format({'align': 'center', 'bold': True,
|
|
'font_size': '20px'})
|
|
heading = workbook.add_format(
|
|
{'align': 'center', 'bold': True, 'font_size': '10px',
|
|
'border': 2,
|
|
'border_color': 'black'})
|
|
txt_l = workbook.add_format(
|
|
{'font_size': '10px', 'border': 1, 'bold': True})
|
|
sheet.merge_range('A2:H3',
|
|
'Sales Report',
|
|
head)
|
|
if filters.get('report_type') == 'Report By Order':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Sale', heading)
|
|
sheet.write('B7', 'Date Order', heading)
|
|
sheet.write('C7', 'Customer', heading)
|
|
sheet.write('D7', 'Sales Person', heading)
|
|
sheet.write('E7', 'Total Qty', heading)
|
|
sheet.write('F7', 'Amount Total', heading)
|
|
lst = []
|
|
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['number'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['date_order'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['customer'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['sales_man'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['sum'], txt_l)
|
|
sheet.write(row, col + 5, rec_data['amount_total'], txt_l)
|
|
if filters.get('report_type') == 'Report By Order Detail':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Sale', heading)
|
|
sheet.write('B7', 'Date Order', heading)
|
|
sheet.write('C7', 'Customer', heading)
|
|
sheet.write('D7', 'Company', heading)
|
|
sheet.write('E7', 'Sales Person', heading)
|
|
sheet.write('F7', 'Product Name', heading)
|
|
sheet.write('G7', 'Product Code', heading)
|
|
sheet.write('H7', 'Quantity', heading)
|
|
sheet.write('I7', 'Price Subtotal', heading)
|
|
sheet.write('J7', 'Amount Total', heading)
|
|
lst = []
|
|
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
|
|
product = [val for val in rec_data['product'].values()]
|
|
sheet.write(row, col, rec_data['number'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['date_order'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['customer'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['company'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['salesman'], txt_l)
|
|
sheet.write(row, col + 5, product[0], txt_l)
|
|
sheet.write(row, col + 6, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 7, rec_data['product_uom_qty'], txt_l)
|
|
sheet.write(row, col + 8, rec_data['price_subtotal'], txt_l)
|
|
sheet.write(row, col + 9, rec_data['amount_total'], 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', 'Product', heading)
|
|
sheet.write('B7', 'Category', heading)
|
|
sheet.write('C7', 'Product Code', heading)
|
|
sheet.write('D7', 'Quantity', heading)
|
|
sheet.write('E7', 'Amount Total', heading)
|
|
lst = []
|
|
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)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
product = [val for val in rec_data['product'].values()]
|
|
sheet.write(row, col, product[0], txt_l)
|
|
sheet.write(row, col + 1, rec_data['category'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['product_uom_qty'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['amount_total'], 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('B7', 'Category', heading)
|
|
sheet.write('C7', 'Qty', heading)
|
|
sheet.write('D7', 'Amount Total', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 1
|
|
sheet.set_column(3, 1, 15)
|
|
sheet.set_column(4, 2, 15)
|
|
sheet.set_column(5, 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)
|
|
if filters.get('report_type') == 'Report By Sales Person':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'Sales Person', heading)
|
|
sheet.write('B7', 'Total Order', heading)
|
|
sheet.write('C7', 'Total Qty', heading)
|
|
sheet.write('D7', 'Total Amount', heading)
|
|
lst = []
|
|
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 State':
|
|
sheet.merge_range('B5:D5', 'Report Type: ' +
|
|
filters.get('report_type'), txt_l)
|
|
sheet.write('A7', 'State', heading)
|
|
sheet.write('B7', 'Total Count', heading)
|
|
sheet.write('C7', 'Quantity', heading)
|
|
sheet.write('D7', 'Amount', heading)
|
|
lst = []
|
|
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
|
|
if rec_data['state'] == 'draft':
|
|
sheet.write(row, col, 'Quotation', txt_l)
|
|
elif rec_data['state'] == 'sent':
|
|
sheet.write(row, col, 'Quotation Sent', txt_l)
|
|
elif rec_data['state'] == 'sale':
|
|
sheet.write(row, col, 'Sale Order', txt_l)
|
|
sheet.write(row, col + 1, rec_data['count'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['amount'], txt_l)
|
|
workbook.close()
|
|
output.seek(0)
|
|
response.stream.write(output.read())
|
|
output.close()
|
|
|