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914 lines
40 KiB
914 lines
40 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) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author:Ayisha Sumayya K (odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU LESSER
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# GENERAL PUBLIC LICENSE (LGPL 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
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#
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
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# (LGPL 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 base64
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import io
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import json
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import xlsxwriter
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from odoo import fields, models
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from odoo.exceptions import ValidationError
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from odoo.tools import date_utils
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class Partner(models.Model):
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""" class for adding report options in 'res.partner' """
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_inherit = 'res.partner'
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customer_report_ids = fields.Many2many(
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'account.move',
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compute='_compute_customer_report_ids',
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help='partner invoices')
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vendor_statement_ids = fields.Many2many(
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'account.move',
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compute='_compute_vendor_statement_ids',
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help='partner bills')
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currency_id = fields.Many2one(
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'res.currency',
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default=lambda self: self.env.company.currency_id.id,
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help="currency"
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)
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def _compute_customer_report_ids(self):
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""" for computing 'invoices' of partner"""
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inv_ids = self.env['account.move'].search(
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[('partner_id', '=', self.id),
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('move_type', 'in', ['out_invoice', 'out_refund']),
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('payment_state', '!=', 'paid'),
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('state', '=', 'posted')]).ids
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self.customer_report_ids = inv_ids
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def _compute_vendor_statement_ids(self):
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""" for computing 'bills' of partner """
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bill_ids = self.env['account.move'].search(
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[('partner_id', '=', self.id),
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('move_type', '=', ['in_invoice', 'in_refund']),
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('payment_state', '!=', 'paid'),
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('state', '=', 'posted')]).ids
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self.vendor_statement_ids = bill_ids
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def main_query(self):
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"""return select query"""
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query = """SELECT name , invoice_date, invoice_date_due,
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amount_total_signed AS sub_total,
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amount_residual_signed AS amount_due ,
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amount_residual AS balance
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FROM account_move WHERE payment_state != 'paid'
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AND state ='posted' AND partner_id= '%s'
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AND company_id = '%s' """ % (self.id, self.env.company.id)
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return query
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def amount_query(self):
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"""return query for calculating total amount"""
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amount_query = """ SELECT SUM(amount_total_signed) AS total,
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SUM(amount_residual) AS balance
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FROM account_move WHERE payment_state != 'paid'
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AND state ='posted' AND partner_id= '%s'
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AND company_id = '%s' """ % (self.id, self.env.company.id)
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return amount_query
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def action_share_pdf(self):
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""" action for sharing customer pdf report"""
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if self.customer_report_ids:
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main_query = self.main_query()
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main_query += """ AND move_type IN ('out_invoice')"""
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amount = self.amount_query()
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amount += """ AND move_type IN ('out_invoice')"""
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self.env.cr.execute(main_query)
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main = self.env.cr.dictfetchall()
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self.env.cr.execute(amount)
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amount = self.env.cr.dictfetchall()
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data = {
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'customer': self.display_name,
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'street': self.street,
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'street2': self.street2,
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'city': self.city,
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'state': self.state_id.name,
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'zip': self.zip,
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'my_data': main,
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'total': amount[0]['total'],
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'balance': amount[0]['balance'],
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'currency': self.currency_id.symbol,
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}
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report = self.env[
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'ir.actions.report'
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].sudo()._render_qweb_pdf(
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'statement_report.res_partner_action',
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self, data=data)
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data_record = base64.b64encode(report[0])
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ir_values = {
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'name': 'Statement Report',
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'type': 'binary',
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'datas': data_record,
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'mimetype': 'application/pdf',
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'res_model': 'res.partner'
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}
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attachment = self.env['ir.attachment'].sudo().create(ir_values)
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email_values = {
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'email_to': self.email,
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'subject': 'Payment Statement Report',
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'body_html': '<p>Dear <strong> Mr/Miss. ' + self.name +
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'</strong> </p> <p> We have attached your '
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'payment statement. Please check </p> '
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'<p>Best regards, </p> <p> ' + self.env.user.name,
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'attachment_ids': [attachment.id],
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}
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mail = self.env['mail.mail'].sudo().create(email_values)
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mail.send()
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': 'Email Sent Successfully',
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'type': 'success',
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'sticky': False
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}
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}
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else:
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raise ValidationError('There is no statement to send')
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def action_print_pdf(self):
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""" action for printing pdf report"""
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if self.customer_report_ids:
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main_query = self.main_query()
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main_query += """ AND move_type IN ('out_invoice')"""
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amount = self.amount_query()
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amount += """ AND move_type IN ('out_invoice')"""
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self.env.cr.execute(main_query)
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main = self.env.cr.dictfetchall()
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self.env.cr.execute(amount)
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amount = self.env.cr.dictfetchall()
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data = {
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'customer': self.display_name,
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'street': self.street,
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'street2': self.street2,
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'city': self.city,
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'state': self.state_id.name,
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'zip': self.zip,
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'my_data': main,
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'total': amount[0]['total'],
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'balance': amount[0]['balance'],
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'currency': self.currency_id.symbol,
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}
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return self.env.ref('statement_report.res_partner_action'
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).report_action(self, data=data)
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else:
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raise ValidationError('There is no statement to print')
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def action_print_xlsx(self):
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""" action for printing xlsx report of customer """
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if self.customer_report_ids:
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main_query = self.main_query()
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main_query += """ AND move_type IN ('out_invoice')"""
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amount = self.amount_query()
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amount += """ AND move_type IN ('out_invoice')"""
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self.env.cr.execute(main_query)
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main = self.env.cr.dictfetchall()
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self.env.cr.execute(amount)
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amount = self.env.cr.dictfetchall()
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data = {
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'customer': self.display_name,
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'street': self.street,
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'street2': self.street2,
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'city': self.city,
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'state': self.state_id.name,
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'zip': self.zip,
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'my_data': main,
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'total': amount[0]['total'],
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'balance': amount[0]['balance'],
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'currency': self.currency_id.symbol,
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}
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return {
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'type': 'ir.actions.report',
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'data': {
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'model': 'res.partner',
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'options': json.dumps(data,
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default=date_utils.json_default),
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'output_format': 'xlsx',
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'report_name': 'Payment Statement Report'
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},
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'report_type': 'xlsx',
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}
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else:
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raise ValidationError('There is no statement to print')
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def get_xlsx_report(self, data, response):
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""" get xlsx report 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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cell_format_with_color = workbook.add_format({
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'font_size': '14px', 'bold': True,
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'bg_color': 'yellow', 'border': 1})
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cell_format = workbook.add_format({'font_size': '14px', 'bold': True})
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txt = workbook.add_format({'font_size': '13px'})
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txt_border = workbook.add_format({'font_size': '13px', 'border': 1})
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head = workbook.add_format({'align': 'center', 'bold': True,
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'font_size': '22px'})
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sheet.merge_range('B2:Q4', 'Payment Statement Report', head)
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if data['customer']:
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sheet.merge_range('B7:D7', 'Customer/Supplier : ', cell_format)
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sheet.merge_range('E7:H7', data['customer'], txt)
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sheet.merge_range('B9:C9', 'Address : ', cell_format)
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if data['street']:
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sheet.merge_range('D9:F9', data['street'], txt)
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if data['street2']:
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sheet.merge_range('D10:F10', data['street2'], txt)
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if data['city']:
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sheet.merge_range('D11:F11', data['city'], txt)
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if data['state']:
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sheet.merge_range('D12:F12', data['state'], )
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if data['zip']:
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sheet.merge_range('D13:F13', data['zip'], txt)
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sheet.merge_range('B15:C15', 'Date', cell_format_with_color)
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sheet.merge_range('D15:G15', 'Invoice/Bill Number',
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cell_format_with_color)
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sheet.merge_range('H15:I15', 'Due Date', cell_format_with_color)
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sheet.merge_range('J15:L15', 'Invoices/Debit', cell_format_with_color)
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sheet.merge_range('M15:O15', 'Amount Due', cell_format_with_color)
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sheet.merge_range('P15:R15', 'Balance Due', cell_format_with_color)
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row = 15
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column = 0
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for record in data['my_data']:
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sub_total = data['currency'] + str(record['sub_total'])
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amount_due = data['currency'] + str(record['amount_due'])
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balance = data['currency'] + str(record['balance'])
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total = data['currency'] + str(data['total'])
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remain_balance = data['currency'] + str(data['balance'])
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sheet.merge_range(row, column + 1, row, column + 2,
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record['invoice_date'], txt_border)
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sheet.merge_range(row, column + 3, row, column + 6,
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record['name'], txt_border)
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sheet.merge_range(row, column + 7, row, column + 8,
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record['invoice_date_due'], txt_border)
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sheet.merge_range(row, column + 9, row, column + 11,
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sub_total, txt_border)
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sheet.merge_range(row, column + 12, row, column + 14,
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amount_due, txt_border)
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sheet.merge_range(row, column + 15, row, column + 17,
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balance, txt_border)
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row = row + 1
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sheet.write(row + 2, column + 1, 'Total Amount: ', cell_format)
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sheet.merge_range(row + 2, column + 3, row + 2, column + 4,
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total, txt)
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sheet.write(row + 4, column + 1, 'Balance Due: ', cell_format)
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sheet.merge_range(row + 4, column + 3, row + 4, column + 4,
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remain_balance, txt)
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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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def action_share_xlsx(self):
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""" action for sharing xlsx report via email"""
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if self.customer_report_ids:
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main_query = self.main_query()
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main_query += """ AND move_type IN ('out_invoice')"""
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amount = self.amount_query()
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amount += """ AND move_type IN ('out_invoice')"""
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self.env.cr.execute(main_query)
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main = self.env.cr.dictfetchall()
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self.env.cr.execute(amount)
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amount = self.env.cr.dictfetchall()
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data = {
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'customer': self.display_name,
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'street': self.street,
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'street2': self.street2,
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'city': self.city,
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'state': self.state_id.name,
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'zip': self.zip,
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'my_data': main,
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'total': amount[0]['total'],
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'balance': amount[0]['balance'],
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'currency': self.currency_id.symbol,
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}
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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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cell_format = workbook.add_format({
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'font_size': '14px', 'bold': True})
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txt = workbook.add_format({'font_size': '13px'})
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head = workbook.add_format(
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{'align': 'center', 'bold': True, 'font_size': '22px'})
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sheet.merge_range('B2:P4', 'Payment Statement Report', head)
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date_style = workbook.add_format(
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{'text_wrap': True, 'align': 'center',
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'num_format': 'yyyy-mm-dd'})
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if data['customer']:
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sheet.write('B7:C7', 'Customer : ', cell_format)
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sheet.merge_range('D7:G7', data['customer'], txt)
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sheet.write('B9:C7', 'Address : ', cell_format)
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if data['street']:
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sheet.merge_range('D9:F9', data['street'], txt)
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if data['street2']:
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sheet.merge_range('D10:F10', data['street2'], txt)
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if data['city']:
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sheet.merge_range('D11:F11', data['city'], txt)
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if data['state']:
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sheet.merge_range('D12:F12', data['state'], txt)
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if data['zip']:
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sheet.merge_range('D13:F13', data['zip'], txt)
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sheet.write('B15', 'Date', cell_format)
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sheet.write('D15', 'Invoice/Bill Number', cell_format)
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sheet.write('H15', 'Due Date', cell_format)
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sheet.write('J15', 'Invoices/Debit', cell_format)
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sheet.write('M15', 'Amount Due', cell_format)
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sheet.write('P15', 'Balance Due', cell_format)
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row = 16
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column = 0
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for record in data['my_data']:
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sub_total = data['currency'] + str(record['sub_total'])
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amount_due = data['currency'] + str(record['amount_due'])
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balance = data['currency'] + str(record['balance'])
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total = data['currency'] + str(data['total'])
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remain_balance = data['currency'] + str(data['balance'])
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sheet.merge_range(row, column + 1, row, column + 2,
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record['invoice_date'], date_style)
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sheet.merge_range(row, column + 3, row, column + 5,
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record['name'], txt)
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sheet.merge_range(row, column + 7, row, column + 8,
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record['invoice_date_due'], date_style)
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sheet.merge_range(row, column + 9, row, column + 10,
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sub_total, txt)
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sheet.merge_range(row, column + 12, row, column + 13,
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amount_due, txt)
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sheet.merge_range(row, column + 15, row, column + 16,
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balance, txt)
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row = row + 1
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sheet.write(row + 2, column + 1, 'Total Amount : ', cell_format)
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sheet.merge_range(row + 2, column + 4, row + 2, column + 5,
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total, txt)
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sheet.write(row + 4, column + 1, 'Balance Due : ', cell_format)
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sheet.merge_range(row + 4, column + 4, row + 4, column + 5,
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remain_balance, txt)
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workbook.close()
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output.seek(0)
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xlsx = base64.b64encode(output.read())
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output.close()
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ir_values = {
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'name': "Statement Report",
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'type': 'binary',
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'datas': xlsx,
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'store_fname': xlsx,
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}
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attachment = self.env['ir.attachment'].sudo().create(ir_values)
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email_values = {
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'email_to': self.email,
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'subject': 'Payment Statement Report',
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'body_html': '<p>Dear <strong> Mr/Miss. ' + self.name +
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'</strong> </p> <p> We have attached your'
|
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' payment statement. Please check </p> '
|
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'<p>Best regards, </p> <p> ' + self.env.user.name,
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'attachment_ids': [attachment.id],
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}
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mail = self.env['mail.mail'].sudo().create(email_values)
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mail.send()
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': 'Email Sent Successfully',
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'type': 'success',
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'sticky': False
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}
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}
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else:
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raise ValidationError('There is no statement to send')
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|
|
def auto_week_statement_report(self):
|
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""" action for sending automatic weekly statement
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of both pdf and xlsx report """
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|
|
|
partner = []
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invoice = self.env['account.move'].search(
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[('move_type', 'in', ['out_invoice', 'in_invoice']),
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('payment_state', '!=', 'paid'),
|
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('state', '=', 'posted')])
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for inv in invoice:
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if inv.partner_id not in partner:
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partner.append(inv.partner_id)
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for rec in partner:
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if rec.id:
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main_query = """ SELECT name , invoice_date, invoice_date_due,
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amount_total_signed AS sub_total,
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amount_residual_signed AS amount_due ,
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amount_residual AS balance
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FROM account_move WHERE move_type
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IN ('out_invoice', 'in_invoice')
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AND state ='posted' AND payment_state != 'paid'
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AND company_id = '%s' AND partner_id = '%s'
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GROUP BY name, invoice_date, invoice_date_due,
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amount_total_signed, amount_residual_signed,
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amount_residual
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ORDER by name DESC""" % (self.env.company.id, rec.id)
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self.env.cr.execute(main_query)
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main = self.env.cr.dictfetchall()
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data = {
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'customer': rec.display_name,
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'street': rec.street,
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'street2': rec.street2,
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'city': rec.city,
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'state': rec.state_id.name,
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'zip': rec.zip,
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'my_data': main,
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}
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report = self.env['ir.actions.report']._render_qweb_pdf(
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'statement_report.res_partner_action',
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self, data=data)
|
|
data_record = base64.b64encode(report[0])
|
|
ir_values = {
|
|
'name': 'Statement Report',
|
|
'type': 'binary',
|
|
'datas': data_record,
|
|
'mimetype': 'application/pdf',
|
|
'res_model': 'res.partner',
|
|
}
|
|
attachment1 = self.env[
|
|
'ir.attachment'].sudo().create(ir_values)
|
|
|
|
output = io.BytesIO()
|
|
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
|
|
sheet = workbook.add_worksheet()
|
|
cell_format = workbook.add_format(
|
|
{'font_size': '14px', 'bold': True})
|
|
txt = workbook.add_format({'font_size': '13px'})
|
|
head = workbook.add_format(
|
|
{'align': 'center', 'bold': True, 'font_size': '22px'})
|
|
sheet.merge_range('B2:P4', 'Payment Statement Report', head)
|
|
date_style = workbook.add_format(
|
|
{'text_wrap': True, 'align': 'center',
|
|
'num_format': 'yyyy-mm-dd'})
|
|
|
|
if data['customer']:
|
|
sheet.write('B7:D7', 'Customer/Supplier : ', cell_format)
|
|
sheet.merge_range('E7:H7', data['customer'], txt)
|
|
sheet.write('B9:C7', 'Address : ', cell_format)
|
|
if data['street']:
|
|
sheet.merge_range('D9:F9', data['street'], txt)
|
|
if data['street2']:
|
|
sheet.merge_range('D10:F10', data['street2'], txt)
|
|
if data['city']:
|
|
sheet.merge_range('D11:F11', data['city'], txt)
|
|
if data['state']:
|
|
sheet.merge_range('D12:F12', data['state'], txt)
|
|
if data['zip']:
|
|
sheet.merge_range('D13:F13', data['zip'], txt)
|
|
|
|
sheet.write('B15', 'Date', cell_format)
|
|
sheet.write('D15', 'Invoice/Bill Number', cell_format)
|
|
sheet.write('H15', 'Due Date', cell_format)
|
|
sheet.write('J15', 'Invoices/Debit', cell_format)
|
|
sheet.write('M15', 'Amount Due', cell_format)
|
|
sheet.write('P15', 'Balance Due', cell_format)
|
|
|
|
row = 16
|
|
column = 0
|
|
|
|
for record in data['my_data']:
|
|
sheet.merge_range(row, column + 1, row, column + 2,
|
|
record['invoice_date'], date_style)
|
|
sheet.merge_range(row, column + 3, row, column + 5,
|
|
record['name'], txt)
|
|
sheet.merge_range(row, column + 7, row, column + 8,
|
|
record['invoice_date_due'], date_style)
|
|
sheet.merge_range(row, column + 9, row, column + 10,
|
|
record['sub_total'], txt)
|
|
sheet.merge_range(row, column + 12, row, column + 13,
|
|
record['amount_due'], txt)
|
|
sheet.merge_range(row, column + 15, row, column + 16,
|
|
record['balance'], txt)
|
|
row = row + 1
|
|
workbook.close()
|
|
output.seek(0)
|
|
xlsx = base64.b64encode(output.read())
|
|
output.close()
|
|
ir_values = {
|
|
'name': "Statement Report",
|
|
'type': 'binary',
|
|
'datas': xlsx,
|
|
'store_fname': xlsx,
|
|
}
|
|
attachment2 = self.env['ir.attachment'].sudo().create(
|
|
ir_values)
|
|
email_values = {
|
|
'email_to': rec.email,
|
|
'subject': 'Weekly Payment Statement Report',
|
|
'body_html': '<p>Dear <strong> Mr/Miss. ' + rec.name +
|
|
'</strong> </p> <p> We have attached your '
|
|
'payment statement. Please check </p> <p>'
|
|
'Best regards, </p><p> ' + self.env.user.name,
|
|
'attachment_ids': [attachment1.id, attachment2.id]
|
|
}
|
|
mail = self.env['mail.mail'].sudo().create(email_values)
|
|
mail.send()
|
|
|
|
def auto_month_statement_report(self):
|
|
""" action for sending automatic monthly statement report
|
|
of both pdf and xlsx report"""
|
|
|
|
partner = []
|
|
invoice = self.env['account.move'].search(
|
|
[('move_type', 'in', ['out_invoice', 'in_invoice']),
|
|
('payment_state', '!=', 'paid'),
|
|
('state', '=', 'posted')])
|
|
|
|
for inv in invoice:
|
|
if inv.partner_id not in partner:
|
|
partner.append(inv.partner_id)
|
|
|
|
for rec in partner:
|
|
if rec.id:
|
|
main_query = """SELECT name , invoice_date, invoice_date_due,
|
|
amount_total_signed AS sub_total,
|
|
amount_residual_signed AS amount_due ,
|
|
amount_residual AS balance
|
|
FROM account_move WHERE move_type
|
|
IN ('out_invoice', 'in_invoice')
|
|
AND state ='posted'
|
|
AND payment_state != 'paid'
|
|
AND company_id = '%s' AND partner_id = '%s'
|
|
GROUP BY name, invoice_date, invoice_date_due,
|
|
amount_total_signed, amount_residual_signed,
|
|
amount_residual
|
|
ORDER by name DESC""" % (self.env.company.id, rec.id)
|
|
|
|
self.env.cr.execute(main_query)
|
|
main = self.env.cr.dictfetchall()
|
|
data = {
|
|
'customer': rec.display_name,
|
|
'street': rec.street,
|
|
'street2': rec.street2,
|
|
'city': rec.city,
|
|
'state': rec.state_id.name,
|
|
'zip': rec.zip,
|
|
'my_data': main,
|
|
}
|
|
report = self.env['ir.actions.report']._render_qweb_pdf(
|
|
'statement_report.res_partner_action',
|
|
self, data=data)
|
|
data_record = base64.b64encode(report[0])
|
|
ir_values = {
|
|
'name': 'Statement Report',
|
|
'type': 'binary',
|
|
'datas': data_record,
|
|
'mimetype': 'application/pdf',
|
|
'res_model': 'res.partner',
|
|
}
|
|
attachment1 = self.env['ir.attachment'].sudo().create(
|
|
ir_values)
|
|
# FOR XLSX
|
|
output = io.BytesIO()
|
|
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
|
|
sheet = workbook.add_worksheet()
|
|
cell_format = workbook.add_format(
|
|
{'font_size': '14px', 'bold': True})
|
|
txt = workbook.add_format({'font_size': '13px'})
|
|
head = workbook.add_format(
|
|
{'align': 'center', 'bold': True, 'font_size': '22px'})
|
|
sheet.merge_range('B2:P4', 'Payment Statement Report', head)
|
|
date_style = workbook.add_format(
|
|
{'text_wrap': True, 'align': 'center',
|
|
'num_format': 'yyyy-mm-dd'})
|
|
|
|
if data['customer']:
|
|
sheet.write('B7:D7', 'Customer/Supplier : ', cell_format)
|
|
sheet.merge_range('E7:H7', data['customer'], txt)
|
|
sheet.write('B9:C7', 'Address : ', cell_format)
|
|
if data['street']:
|
|
sheet.merge_range('D9:F9', data['street'], txt)
|
|
if data['street2']:
|
|
sheet.merge_range('D10:F10', data['street2'], txt)
|
|
if data['city']:
|
|
sheet.merge_range('D11:F11', data['city'], txt)
|
|
if data['state']:
|
|
sheet.merge_range('D12:F12', data['state'], txt)
|
|
if data['zip']:
|
|
sheet.merge_range('D13:F13', data['zip'], txt)
|
|
|
|
sheet.write('B15', 'Date', cell_format)
|
|
sheet.write('D15', 'Invoice/Bill Number', cell_format)
|
|
sheet.write('H15', 'Due Date', cell_format)
|
|
sheet.write('J15', 'Invoices/Debit', cell_format)
|
|
sheet.write('M15', 'Amount Due', cell_format)
|
|
sheet.write('P15', 'Balance Due', cell_format)
|
|
|
|
row = 16
|
|
column = 0
|
|
|
|
for record in data['my_data']:
|
|
sheet.merge_range(row, column + 1, row, column + 2,
|
|
record['invoice_date'], date_style)
|
|
sheet.merge_range(row, column + 3, row, column + 5,
|
|
record['name'], txt)
|
|
sheet.merge_range(row, column + 7, row, column + 8,
|
|
record['invoice_date_due'], date_style)
|
|
sheet.merge_range(row, column + 9, row, column + 10,
|
|
record['sub_total'], txt)
|
|
sheet.merge_range(row, column + 12, row, column + 13,
|
|
record['amount_due'], txt)
|
|
sheet.merge_range(row, column + 15, row, column + 16,
|
|
record['balance'], txt)
|
|
row = row + 1
|
|
workbook.close()
|
|
output.seek(0)
|
|
xlsx = base64.b64encode(output.read())
|
|
output.close()
|
|
ir_values = {
|
|
'name': "Statement Report",
|
|
'type': 'binary',
|
|
'datas': xlsx,
|
|
'store_fname': xlsx,
|
|
}
|
|
attachment2 = self.env['ir.attachment'].sudo().create(
|
|
ir_values)
|
|
email_values = {
|
|
'email_to': rec.email,
|
|
'subject': 'Monthly Payment Statement Report',
|
|
'body_html': '<p>Dear <strong> Mr/Miss. ' + rec.name +
|
|
'</strong> </p> <p> We have attached your '
|
|
'payment statement. '
|
|
'Please check </p> <p>Best regards,'
|
|
' </p> <p>' + self.env.user.name,
|
|
'attachment_ids': [attachment1.id, attachment2.id]
|
|
}
|
|
mail = self.env['mail.mail'].sudo().create(email_values)
|
|
mail.send()
|
|
|
|
def action_vendor_print_pdf(self):
|
|
""" action for printing vendor pdf report """
|
|
if self.vendor_statement_ids:
|
|
main_query = self.main_query()
|
|
main_query += """ AND move_type IN ('in_invoice')"""
|
|
amount = self.amount_query()
|
|
amount += """ AND move_type IN ('in_invoice')"""
|
|
|
|
self.env.cr.execute(main_query)
|
|
main = self.env.cr.dictfetchall()
|
|
self.env.cr.execute(amount)
|
|
amount = self.env.cr.dictfetchall()
|
|
data = {
|
|
'customer': self.display_name,
|
|
'street': self.street,
|
|
'street2': self.street2,
|
|
'city': self.city,
|
|
'state': self.state_id.name,
|
|
'zip': self.zip,
|
|
'my_data': main,
|
|
'total': amount[0]['total'],
|
|
'balance': amount[0]['balance'],
|
|
'currency': self.currency_id.symbol,
|
|
}
|
|
return self.env.ref(
|
|
'statement_report.res_partner_action').report_action(
|
|
self, data=data)
|
|
else:
|
|
raise ValidationError('There is no statement to print')
|
|
|
|
def action_vendor_share_pdf(self):
|
|
""" action for sharing pdf report of vendor via email """
|
|
if self.vendor_statement_ids:
|
|
main_query = self.main_query()
|
|
main_query += """ AND move_type IN ('in_invoice')"""
|
|
amount = self.amount_query()
|
|
amount += """ AND move_type IN ('in_invoice')"""
|
|
|
|
self.env.cr.execute(main_query)
|
|
main = self.env.cr.dictfetchall()
|
|
self.env.cr.execute(amount)
|
|
amount = self.env.cr.dictfetchall()
|
|
data = {
|
|
'customer': self.display_name,
|
|
'street': self.street,
|
|
'street2': self.street2,
|
|
'city': self.city,
|
|
'state': self.state_id.name,
|
|
'zip': self.zip,
|
|
'my_data': main,
|
|
'total': amount[0]['total'],
|
|
'balance': amount[0]['balance'],
|
|
'currency': self.currency_id.symbol,
|
|
}
|
|
report = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
|
|
'statement_report.res_partner_action', self, data=data)
|
|
data_record = base64.b64encode(report[0])
|
|
ir_values = {
|
|
'name': 'Statement Report',
|
|
'type': 'binary',
|
|
'datas': data_record,
|
|
'mimetype': 'application/pdf',
|
|
'res_model': 'res.partner'
|
|
}
|
|
attachment = self.env['ir.attachment'].sudo().create(ir_values)
|
|
|
|
email_values = {
|
|
'email_to': self.email,
|
|
'subject': 'Payment Statement Report',
|
|
'body_html': '<p>Dear <strong> Mr/Miss. ' + self.name +
|
|
'</strong> </p> <p> We have attached'
|
|
' your payment statement. Please check </p> '
|
|
'<p>Best regards, </p> <p> ' + self.env.user.name,
|
|
'attachment_ids': [attachment.id],
|
|
}
|
|
mail = self.env['mail.mail'].sudo().create(email_values)
|
|
mail.send()
|
|
return {
|
|
'type': 'ir.actions.client',
|
|
'tag': 'display_notification',
|
|
'params': {
|
|
'message': 'Email Sent Successfully',
|
|
'type': 'success',
|
|
'sticky': False
|
|
}
|
|
}
|
|
else:
|
|
raise ValidationError('There is no statement to send')
|
|
|
|
def action_vendor_print_xlsx(self):
|
|
""" action for printing xlsx report of vendor """
|
|
if self.vendor_statement_ids:
|
|
main_query = self.main_query()
|
|
main_query += """ AND move_type IN ('in_invoice')"""
|
|
amount = self.amount_query()
|
|
amount += """ AND move_type IN ('in_invoice')"""
|
|
|
|
self.env.cr.execute(main_query)
|
|
main = self.env.cr.dictfetchall()
|
|
self.env.cr.execute(amount)
|
|
amount = self.env.cr.dictfetchall()
|
|
|
|
data = {
|
|
'customer': self.display_name,
|
|
'street': self.street,
|
|
'street2': self.street2,
|
|
'city': self.city,
|
|
'state': self.state_id.name,
|
|
'zip': self.zip,
|
|
'my_data': main,
|
|
'total': amount[0]['total'],
|
|
'balance': amount[0]['balance'],
|
|
'currency': self.currency_id.symbol,
|
|
}
|
|
return {
|
|
'type': 'ir.actions.report',
|
|
'data': {
|
|
'model': 'res.partner',
|
|
'options': json.dumps(data,
|
|
default=date_utils.json_default),
|
|
'output_format': 'xlsx',
|
|
'report_name': 'Payment Statement Report'
|
|
},
|
|
'report_type': 'xlsx',
|
|
}
|
|
else:
|
|
raise ValidationError('There is no statement to print')
|
|
|
|
def action_vendor_share_xlsx(self):
|
|
""" action for sharing vendor xlsx report via email """
|
|
if self.vendor_statement_ids:
|
|
main_query = self.main_query()
|
|
main_query += """ AND move_type IN ('in_invoice')"""
|
|
amount = self.amount_query()
|
|
amount += """ AND move_type IN ('in_invoice')"""
|
|
|
|
self.env.cr.execute(main_query)
|
|
main = self.env.cr.dictfetchall()
|
|
self.env.cr.execute(amount)
|
|
amount = self.env.cr.dictfetchall()
|
|
data = {
|
|
'customer': self.display_name,
|
|
'street': self.street,
|
|
'street2': self.street2,
|
|
'city': self.city,
|
|
'state': self.state_id.name,
|
|
'zip': self.zip,
|
|
'my_data': main,
|
|
'total': amount[0]['total'],
|
|
'balance': amount[0]['balance'],
|
|
'currency': self.currency_id.symbol,
|
|
}
|
|
output = io.BytesIO()
|
|
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
|
|
sheet = workbook.add_worksheet()
|
|
cell_format = workbook.add_format({
|
|
'font_size': '14px', 'bold': True})
|
|
txt = workbook.add_format({'font_size': '13px'})
|
|
head = workbook.add_format(
|
|
{'align': 'center', 'bold': True, 'font_size': '22px'})
|
|
sheet.merge_range('B2:P4', 'Payment Statement Report', head)
|
|
date_style = workbook.add_format({
|
|
'text_wrap': True, 'align': 'center',
|
|
'num_format': 'yyyy-mm-dd'})
|
|
if data['customer']:
|
|
sheet.write('B7:C7', 'Supplier : ', cell_format)
|
|
sheet.merge_range('D7:G7', data['customer'], txt)
|
|
sheet.write('B9:C7', 'Address : ', cell_format)
|
|
if data['street']:
|
|
sheet.merge_range('D9:F9', data['street'], txt)
|
|
if data['street2']:
|
|
sheet.merge_range('D10:F10', data['street2'], txt)
|
|
if data['city']:
|
|
sheet.merge_range('D11:F11', data['city'], txt)
|
|
if data['state']:
|
|
sheet.merge_range('D12:F12', data['state'], txt)
|
|
if data['zip']:
|
|
sheet.merge_range('D13:F13', data['zip'], txt)
|
|
sheet.write('B15', 'Date', cell_format)
|
|
sheet.write('D15', 'Invoice/Bill Number', cell_format)
|
|
sheet.write('H15', 'Due Date', cell_format)
|
|
sheet.write('J15', 'Invoices/Debit', cell_format)
|
|
sheet.write('M15', 'Amount Due', cell_format)
|
|
sheet.write('P15', 'Balance Due', cell_format)
|
|
|
|
row = 16
|
|
column = 0
|
|
for record in data['my_data']:
|
|
sub_total = data['currency'] + str(record['sub_total'])
|
|
amount_due = data['currency'] + str(record['amount_due'])
|
|
balance = data['currency'] + str(record['balance'])
|
|
total = data['currency'] + str(data['total'])
|
|
remain_balance = data['currency'] + str(data['balance'])
|
|
|
|
sheet.merge_range(row, column + 1, row, column + 2,
|
|
record['invoice_date'], date_style)
|
|
sheet.merge_range(row, column + 3, row, column + 5,
|
|
record['name'], txt)
|
|
sheet.merge_range(row, column + 7, row, column + 8,
|
|
record['invoice_date_due'], date_style)
|
|
sheet.merge_range(row, column + 9, row, column + 10,
|
|
sub_total, txt)
|
|
sheet.merge_range(row, column + 12, row, column + 13,
|
|
amount_due, txt)
|
|
sheet.merge_range(row, column + 15, row, column + 16,
|
|
balance, txt)
|
|
row = row + 1
|
|
|
|
sheet.write(row + 2, column + 1, 'Total Amount : ', cell_format)
|
|
sheet.merge_range(row + 2, column + 4, row + 2, column + 5,
|
|
total, txt)
|
|
sheet.write(row + 4, column + 1, 'Balance Due : ', cell_format)
|
|
sheet.merge_range(row + 4, column + 4, row + 4, column + 5,
|
|
remain_balance, txt)
|
|
|
|
workbook.close()
|
|
output.seek(0)
|
|
xlsx = base64.b64encode(output.read())
|
|
output.close()
|
|
ir_values = {
|
|
'name': "Statement Report",
|
|
'type': 'binary',
|
|
'datas': xlsx,
|
|
'store_fname': xlsx,
|
|
}
|
|
attachment = self.env['ir.attachment'].sudo().create(ir_values)
|
|
|
|
email_values = {
|
|
'email_to': self.email,
|
|
'subject': 'Payment Statement Report',
|
|
'body_html': '<p>Dear <strong> Mr/Miss. ' + self.name +
|
|
'</strong> </p> <p> We have attached your '
|
|
'payment statement. Please check </p> '
|
|
'<p>Best regards, </p> <p> ' + self.env.user.name,
|
|
'attachment_ids': [attachment.id],
|
|
}
|
|
mail = self.env['mail.mail'].sudo().create(email_values)
|
|
mail.send()
|
|
return {
|
|
'type': 'ir.actions.client',
|
|
'tag': 'display_notification',
|
|
'params': {
|
|
'message': 'Email Sent Successfully',
|
|
'type': 'success',
|
|
'sticky': False
|
|
}
|
|
}
|
|
else:
|
|
raise ValidationError('There is no statement to send')
|
|
|