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CybroAddons/sale_report_advanced/wizard/sale_analysis.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2022-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
import io
from xlsxwriter import workbook
from odoo.tools import date_utils
from odoo import fields, models
from odoo.exceptions import UserError, ValidationError
try:
from odoo.tools.misc import xlsxwriter
except ImportError:
import xlsxwriter
class SaleReportAdvance(models.TransientModel):
_name = "sale.report.analysis"
customer_ids = fields.Many2many('res.partner', string="Customers", required=True)
product_ids = fields.Many2many('product.product', string='Products')
from_date = fields.Date(string="Start Date")
to_date = fields.Date(string="End Date")
status = fields.Selection(
[('all', 'All'), ('draft', 'Draft'), ('sent', 'Quotation Sent'), ('sale', 'Sale Order'), ('done', 'Locked')],
string='Status', default='all', required=True)
print_type = fields.Selection(
[('sale', 'Sale Order'), ('product', 'Products')],
string='Print By', default='sale', required=True)
today_date = fields.Date(default=fields.Date.today())
def get_analysis_report(self):
datas = self._get_data()
return self.env.ref('sale_report_advanced.action_sales_analysis').report_action([], data=datas)
def _get_data(self):
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):
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):
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):
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):
customers = []
for rec in self.customer_ids:
a = {
'id': rec,
'name': rec.name
}
customers.append(a)
return customers
def get_excel_analysis_report(self):
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': 'Excel Report Name',
},
}
def get_xlsx_report(self, data, response):
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 data['type'] == 'sale':
sheet.merge_range('G2:L3', 'Sales Analysis Report', head)
if data['start_date'] and data['end_date']:
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', data['start_date'], txt)
sheet.write('J6', 'To:', cell_format)
sheet.merge_range('K6:L6', data['end_date'], txt)
h_col = 9
else:
sheet.merge_range('G2:N3', 'Sales Analysis Report', head)
if data['start_date'] and data['end_date']:
sheet.write('G6', 'From:', cell_format)
sheet.merge_range('H6:I6', data['start_date'], txt)
sheet.write('K6', 'To:', cell_format)
sheet.merge_range('L6:N6', data['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})
format3 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True, 'bg_color': '#95ff63', 'border': 1})
format4 = workbook.add_format(
{'font_size': 10, 'align': 'center', 'bold': True})
if data['partner_id']:
record = data['partner_id']
h_row = 7
count = 0
row = 5
row_number = 6
t_row = 6
for rec in record:
if data['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)
# col = 6
count = 0
row_number = row_number + count + 3
t_samt = 0
t_pamt = 0
t_bal = 0
t_col = 8
for val in data['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 data['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 data['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()