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.
417 lines
19 KiB
417 lines
19 KiB
# -*- coding: utf-8 -*-
|
|
###############################################################################
|
|
#
|
|
# Cybrosys Technologies Pvt. Ltd.
|
|
#
|
|
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
|
|
# Author: Ayana KP (odoo@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 json
|
|
import io
|
|
from odoo.tools import date_utils
|
|
from odoo.exceptions import ValidationError
|
|
from odoo import fields, models
|
|
try:
|
|
from odoo.tools.misc import xlsxwriter
|
|
except ImportError:
|
|
import xlsxwriter
|
|
|
|
|
|
class SaleReportAnalysis(models.TransientModel):
|
|
"""Model for Sale report analysis """
|
|
_name = "sale.report.analysis"
|
|
_description = "Sale Report Analysis"
|
|
|
|
customer_ids = fields.Many2many('res.partner', string="Customers",
|
|
required=True,
|
|
help='Select the customers of sales')
|
|
product_ids = fields.Many2many('product.product', string='Products',
|
|
help="Select products of sale report")
|
|
from_date = fields.Date(string="Start Date", help='Start date of report')
|
|
to_date = fields.Date(string="End Date", help="End date of report")
|
|
status = fields.Selection(
|
|
[('all', 'All'), ('draft', 'Draft'), ('sent', 'Quotation Sent'),
|
|
('sale', 'Sale Order'), ('done', 'Locked')],
|
|
string='Status', default='all', required=True,
|
|
help="Select the status of sale order")
|
|
print_type = fields.Selection(
|
|
[('sale', 'Sale Order'), ('product', 'Products')],
|
|
string='Print By', default='sale', required=True,
|
|
help='Select the type of print: "Sale Order" or "Products".')
|
|
today_date = fields.Date(string="Date", default=fields.Date.today(),
|
|
help="Date of the report")
|
|
|
|
def action_get_analysis_report(self):
|
|
""" Generate a sales analysis report.
|
|
:return: Action to display the sales analysis report. """
|
|
datas = self._get_data()
|
|
return self.env.ref(
|
|
'sale_report_advanced.action_sales_analysis').report_action([],
|
|
data=datas)
|
|
|
|
def _get_data(self):
|
|
""" Retrieve and format data for a sales analysis report.
|
|
:return: Formatted data for the report. """
|
|
result = []
|
|
if self.print_type == 'sale':
|
|
if not self.status == 'all':
|
|
sale_order = self.env['sale.order'].sudo().search(
|
|
[('state', '=', self.status), ('state', '!=', 'cancel')])
|
|
filtered = self._get_filtered(sale_order)
|
|
else:
|
|
sale_order = self.env['sale.order'].search(
|
|
[('state', '!=', 'cancel')])
|
|
filtered = self._get_filtered(sale_order)
|
|
for rec in filtered:
|
|
paid = self._get_total_paid_amount(rec.invoice_ids)
|
|
res = {
|
|
'so': rec.name,
|
|
'date': rec.date_order,
|
|
'sales_person': rec.user_id.name,
|
|
's_amt': rec.amount_total,
|
|
'p_amt': paid,
|
|
'balance': rec.amount_total - paid,
|
|
'partner_id': rec.partner_id,
|
|
}
|
|
result.append(res)
|
|
else:
|
|
if not self.status == 'all':
|
|
sale_order_line = self.env['sale.order.line'].search(
|
|
[('order_id.state', '=', self.status),
|
|
('order_id.state', '!=', 'cancel')])
|
|
filtered = self._get_filtered_order_line(sale_order_line)
|
|
else:
|
|
sale_order_line = self.env['sale.order.line'].search(
|
|
[('order_id.state', '!=', 'cancel')])
|
|
filtered = self._get_filtered_order_line(sale_order_line)
|
|
for rec in filtered:
|
|
res = {
|
|
'so': rec.order_id.name,
|
|
'date': rec.order_id.date_order,
|
|
'product_id': rec.product_id.name,
|
|
'price': rec.product_id.list_price,
|
|
'quantity': rec.product_uom_qty,
|
|
'discount': rec.discount,
|
|
'tax': rec.product_id.taxes_id.amount,
|
|
'total': rec.price_subtotal,
|
|
'partner_id': rec.order_id.partner_id,
|
|
}
|
|
result.append(res)
|
|
datas = {
|
|
'ids': self,
|
|
'model': 'sale.report.analysis',
|
|
'form': result,
|
|
'partner_id': self._get_customers(),
|
|
'start_date': self.from_date,
|
|
'end_date': self.to_date,
|
|
'type': self.print_type
|
|
}
|
|
return datas
|
|
|
|
def _get_total_paid_amount(self, invoices):
|
|
""" Calculate the total paid amount from a list of invoices.
|
|
:return: Total paid amount. """
|
|
total = 0
|
|
for inv in invoices:
|
|
if inv.payment_state == 'paid':
|
|
total += inv.amount_total
|
|
return total
|
|
|
|
def _get_filtered_order_line(self, sale_order_line):
|
|
""" Filter sale order lines based on date, customers, and products.
|
|
:param sale_order_line: List of sale order lines.
|
|
:type sale_order_line: list
|
|
:return: Filtered list of sale order lines.
|
|
:rtype: list
|
|
This method filters a list of sale order lines based on optional
|
|
date range, customer selection, and product selection.
|
|
The filtered list is returned. """
|
|
if self.from_date and self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.order_id.date_order.date() >= self.from_date and x.order_id.date_order.date() <= self.to_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
|
|
sale_order_line))
|
|
elif not self.from_date and self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.order_id.date_order.date() <= self.to_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
|
|
sale_order_line))
|
|
elif self.from_date and not self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.order_id.date_order.date() >= self.from_date and x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
|
|
sale_order_line))
|
|
else:
|
|
filtered = list(filter(lambda
|
|
x: x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
|
|
sale_order_line))
|
|
return filtered
|
|
|
|
def _get_filtered(self, sale_order):
|
|
""" Filter sale orders based on date and customers.
|
|
:param sale_order: List of sale orders.
|
|
:type sale_order: list
|
|
:return: Filtered list of sale orders.
|
|
:rtype: list
|
|
This method filters a list of sale orders based on optional date
|
|
range and customer selection. The filtered list is returned. """
|
|
if self.from_date and self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.date_order.date() >= self.from_date and x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
|
|
sale_order))
|
|
elif not self.from_date and self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
|
|
sale_order))
|
|
elif self.from_date and not self.to_date:
|
|
filtered = list(filter(lambda
|
|
x: x.date_order.date() >= self.from_date and x.partner_id in self.customer_ids,
|
|
sale_order))
|
|
else:
|
|
filtered = list(filter(lambda
|
|
x: x.partner_id in self.customer_ids,
|
|
sale_order))
|
|
return filtered
|
|
|
|
def _get_customers(self):
|
|
""" Retrieve customer data.
|
|
:return: List of customer information.
|
|
:rtype: list
|
|
This method retrieves customer data and returns a list of customer
|
|
information, including their ID and name. """
|
|
customers = []
|
|
for rec in self.customer_ids:
|
|
data = {'id': rec,
|
|
'name': rec.name}
|
|
customers.append(data)
|
|
return customers
|
|
|
|
def action_get_excel_analysis_report(self):
|
|
""" Generate an Excel analysis report.
|
|
:return: Dictionary specifying the Excel report action.
|
|
:rtype: dict
|
|
This method prepares the data for an Excel analysis report and
|
|
returns a dictionary that defines the action to generate the
|
|
report in XLSX format. """
|
|
datas = self._get_data()
|
|
return {
|
|
'type': 'ir.actions.report',
|
|
'report_type': 'xlsx',
|
|
'data': {'model': 'sale.report.analysis',
|
|
'output_format': 'xlsx',
|
|
'options': json.dumps(datas,
|
|
default=date_utils.json_default),
|
|
'report_name': 'Sale Analysis Report',
|
|
},
|
|
}
|
|
|
|
def get_xlsx_report(self, data, response):
|
|
"""Function for generating an Excel analysis report"""
|
|
loaded_data = json.loads(data)
|
|
output = io.BytesIO()
|
|
workbook = xlsxwriter.Workbook(output, {'in_memory': True})
|
|
sheet = workbook.add_worksheet()
|
|
record = []
|
|
cell_format = workbook.add_format({'font_size': '12px', })
|
|
head = workbook.add_format(
|
|
{'align': 'center', 'bold': True, 'font_size': '20px'})
|
|
txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
|
|
if loaded_data.get('type') == 'sale':
|
|
sheet.merge_range('G2:L3', 'Sales Analysis Report', head)
|
|
if loaded_data.get('start_date') and loaded_data.get('end_date'):
|
|
sheet.write('G6', 'From:', cell_format)
|
|
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
|
|
sheet.write('J6', 'To:', cell_format)
|
|
sheet.merge_range('K6:L6', loaded_data.get('end_date'), txt)
|
|
h_col = 9
|
|
else:
|
|
sheet.merge_range('G2:N3', 'Sales Analysis Report', head)
|
|
if loaded_data.get('start_date') and loaded_data.get('end_date'):
|
|
sheet.write('G6', 'From:', cell_format)
|
|
sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
|
|
sheet.write('K6', 'To:', cell_format)
|
|
sheet.merge_range('L6:N6', loaded_data.get('end_date'), txt)
|
|
h_col = 10
|
|
format1 = workbook.add_format(
|
|
{'font_size': 10, 'align': 'center', 'bg_color': '#f5f9ff',
|
|
'border': 1})
|
|
format2 = workbook.add_format(
|
|
{'font_size': 10, 'align': 'center', 'bold': True,
|
|
'bg_color': '#6BA6FE', 'border': 1})
|
|
format4 = workbook.add_format(
|
|
{'font_size': 10, 'align': 'center', 'bold': True})
|
|
if loaded_data.get('partner_id'):
|
|
record = loaded_data.get('partner_id')
|
|
h_row = 7
|
|
count = 0
|
|
row = 5
|
|
row_number = 6
|
|
t_row = 6
|
|
for rec in record:
|
|
if loaded_data.get('type') == 'sale':
|
|
sheet.merge_range(h_row, h_col - 3, h_row, h_col + 2,
|
|
rec['name'], format1)
|
|
row = row + count + 3
|
|
col = 6
|
|
sheet.write(row, col, 'Order', format2)
|
|
col += 1
|
|
sheet.write(row, col, 'Date', format2)
|
|
sheet.set_column('H:H', 17)
|
|
col += 1
|
|
sheet.write(row, col, 'Sales Person', format2)
|
|
sheet.set_column('I:I', 15)
|
|
col += 1
|
|
sheet.write(row, col, 'Sales Amount', format2)
|
|
sheet.set_column('J:J', 13)
|
|
col += 1
|
|
sheet.write(row, col, 'Amount Paid', format2)
|
|
sheet.set_column('K:K', 12)
|
|
col += 1
|
|
sheet.write(row, col, 'Balance', format2)
|
|
sheet.set_column('L:L', 10)
|
|
count = 0
|
|
row_number = row_number + count + 3
|
|
t_samt = 0
|
|
t_pamt = 0
|
|
t_bal = 0
|
|
t_col = 8
|
|
for val in loaded_data.get('form'):
|
|
if val['partner_id'] == rec['id']:
|
|
count += 1
|
|
column_number = 6
|
|
sheet.write(row_number, column_number, val['so'],
|
|
format1)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['date'],
|
|
format1)
|
|
sheet.set_column('H:H', 17)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number,
|
|
val['sales_person'], format1)
|
|
sheet.set_column('I:I', 15)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['s_amt'],
|
|
format1)
|
|
sheet.set_column('J:J', 13)
|
|
t_samt += val['s_amt']
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['p_amt'],
|
|
format1)
|
|
sheet.set_column('K:K', 12)
|
|
t_pamt += val['p_amt']
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['balance'],
|
|
format1)
|
|
sheet.set_column('L:L', 10)
|
|
t_bal += val['balance']
|
|
column_number += 1
|
|
row_number += 1
|
|
t_row = t_row + count + 3
|
|
sheet.write(t_row, t_col, 'Total', format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_samt, format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_pamt, format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_bal, format4)
|
|
h_row = h_row + count + 3
|
|
if loaded_data.get('type') == 'product':
|
|
sheet.merge_range(h_row, h_col - 4, h_row, h_col + 3,
|
|
rec['name'], format1)
|
|
row = row + count + 3
|
|
col = 6
|
|
sheet.write(row, col, 'Order', format2)
|
|
col += 1
|
|
sheet.write(row, col, 'Date', format2)
|
|
sheet.set_column('H:H', 17)
|
|
col += 1
|
|
sheet.write(row, col, 'Product', format2)
|
|
sheet.set_column('I:I', 17)
|
|
col += 1
|
|
sheet.write(row, col, 'Quantity', format2)
|
|
sheet.set_column('J:J', 7)
|
|
col += 1
|
|
sheet.write(row, col, 'Price', format2)
|
|
sheet.set_column('K:K', 12)
|
|
col += 1
|
|
sheet.write(row, col, 'Discount(%)', format2)
|
|
sheet.set_column('L:L', 12)
|
|
col += 1
|
|
sheet.write(row, col, 'Tax(%)', format2)
|
|
sheet.set_column('M:M', 10)
|
|
col += 1
|
|
sheet.write(row, col, 'Subtotal', format2)
|
|
sheet.set_column('N:N', 10)
|
|
col += 1
|
|
count = 0
|
|
row_number = row_number + count + 3
|
|
t_qty = 0
|
|
t_price = 0
|
|
t_tax = 0
|
|
t_total = 0
|
|
t_col = 8
|
|
for val in loaded_data.get('form'):
|
|
if val['partner_id'] == rec['id']:
|
|
count += 1
|
|
column_number = 6
|
|
sheet.write(row_number, column_number, val['so'],
|
|
format1)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['date'],
|
|
format1)
|
|
sheet.set_column('H:H', 17)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number,
|
|
val['product_id'], format1)
|
|
sheet.set_column('I:I', 17)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['quantity'],
|
|
format1)
|
|
sheet.set_column('J:J', 7)
|
|
t_qty += val['quantity']
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['price'],
|
|
format1)
|
|
sheet.set_column('K:K', 12)
|
|
t_price += val['price']
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['discount'],
|
|
format1)
|
|
sheet.set_column('L:L', 12)
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['tax'],
|
|
format1)
|
|
sheet.set_column('M:M', 10)
|
|
t_tax += val['tax']
|
|
column_number += 1
|
|
sheet.write(row_number, column_number, val['total'],
|
|
format1)
|
|
sheet.set_column('N:N', 10)
|
|
t_total += val['total']
|
|
column_number += 1
|
|
row_number += 1
|
|
t_row = t_row + count + 3
|
|
sheet.write(t_row, t_col, 'Total', format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_qty, format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_price, format4)
|
|
t_col += 2
|
|
sheet.write(t_row, t_col, t_tax, format4)
|
|
t_col += 1
|
|
sheet.write(t_row, t_col, t_total, format4)
|
|
h_row = h_row + count + 3
|
|
workbook.close()
|
|
output.seek(0)
|
|
response.stream.write(output.read())
|
|
output.close()
|
|
|