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416 lines
19 KiB
416 lines
19 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) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Ayana KP (odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU AFFERO
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# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
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#
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
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# (AGPL 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 json
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import io
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from odoo.tools import json_default
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from odoo import fields, models
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try:
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from odoo.tools.misc import xlsxwriter
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except ImportError:
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import xlsxwriter
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class SaleReportAnalysis(models.TransientModel):
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"""Model for Sale report analysis """
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_name = "sale.report.analysis"
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_description = "Sale Report Analysis"
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customer_ids = fields.Many2many('res.partner', string="Customers",
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required=True,
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help='Select the customers of sales')
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product_ids = fields.Many2many('product.product', string='Products',
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help="Select products of sale report")
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from_date = fields.Date(string="Start Date", help='Start date of report')
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to_date = fields.Date(string="End Date", help="End date of report")
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status = fields.Selection(
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[('all', 'All'), ('draft', 'Draft'), ('sent', 'Quotation Sent'),
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('sale', 'Sale Order'), ('done', 'Locked')],
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string='Status', default='all', required=True,
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help="Select the status of sale order")
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print_type = fields.Selection(
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[('sale', 'Sale Order'), ('product', 'Products')],
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string='Print By', default='sale', required=True,
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help='Select the type of print: "Sale Order" or "Products".')
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today_date = fields.Date(string="Date", default=fields.Date.today(),
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help="Date of the report")
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def action_get_analysis_report(self):
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""" Generate a sales analysis report.
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:return: Action to display the sales analysis report. """
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datas = self._get_data()
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return self.env.ref(
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'sale_report_advanced.action_sales_analysis').report_action([],
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data=datas)
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def _get_data(self):
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""" Retrieve and format data for a sales analysis report.
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:return: Formatted data for the report. """
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result = []
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if self.print_type == 'sale':
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if not self.status == 'all':
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sale_order = self.env['sale.order'].sudo().search(
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[('state', '=', self.status), ('state', '!=', 'cancel')])
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filtered = self._get_filtered(sale_order)
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else:
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sale_order = self.env['sale.order'].search(
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[('state', '!=', 'cancel')])
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filtered = self._get_filtered(sale_order)
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for rec in filtered:
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paid = self._get_total_paid_amount(rec.invoice_ids)
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res = {
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'so': rec.name,
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'date': rec.date_order,
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'sales_person': rec.user_id.name,
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's_amt': rec.amount_total,
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'p_amt': paid,
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'balance': rec.amount_total - paid,
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'partner_id': rec.partner_id,
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}
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result.append(res)
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else:
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if not self.status == 'all':
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sale_order_line = self.env['sale.order.line'].search(
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[('order_id.state', '=', self.status),
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('order_id.state', '!=', 'cancel')])
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filtered = self._get_filtered_order_line(sale_order_line)
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else:
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sale_order_line = self.env['sale.order.line'].search(
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[('order_id.state', '!=', 'cancel')])
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filtered = self._get_filtered_order_line(sale_order_line)
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for rec in filtered:
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res = {
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'so': rec.order_id.name,
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'date': rec.order_id.date_order,
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'product_id': rec.product_id.name,
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'price': rec.product_id.list_price,
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'quantity': rec.product_uom_qty,
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'discount': rec.discount,
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'tax': rec.product_id.taxes_id.amount,
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'total': rec.price_subtotal,
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'partner_id': rec.order_id.partner_id,
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}
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result.append(res)
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datas = {
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'ids': self,
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'model': 'sale.report.analysis',
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'form': result,
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'partner_id': self._get_customers(),
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'start_date': self.from_date,
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'end_date': self.to_date,
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'type': self.print_type
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}
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return datas
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def _get_total_paid_amount(self, invoices):
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""" Calculate the total paid amount from a list of invoices.
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:return: Total paid amount. """
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total = 0
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for inv in invoices:
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if inv.payment_state == 'paid':
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total += inv.amount_total
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return total
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def _get_filtered_order_line(self, sale_order_line):
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""" Filter sale order lines based on date, customers, and products.
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:param sale_order_line: List of sale order lines.
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:type sale_order_line: list
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:return: Filtered list of sale order lines.
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:rtype: list
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This method filters a list of sale order lines based on optional
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date range, customer selection, and product selection.
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The filtered list is returned. """
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if self.from_date and self.to_date:
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filtered = list(filter(lambda
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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,
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sale_order_line))
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elif not self.from_date and self.to_date:
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filtered = list(filter(lambda
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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,
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sale_order_line))
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elif self.from_date and not self.to_date:
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filtered = list(filter(lambda
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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,
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sale_order_line))
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else:
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filtered = list(filter(lambda
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x: x.order_id.partner_id in self.customer_ids and x.product_id in self.product_ids,
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sale_order_line))
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return filtered
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def _get_filtered(self, sale_order):
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""" Filter sale orders based on date and customers.
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:param sale_order: List of sale orders.
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:type sale_order: list
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:return: Filtered list of sale orders.
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:rtype: list
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This method filters a list of sale orders based on optional date
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range and customer selection. The filtered list is returned. """
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if self.from_date and self.to_date:
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filtered = list(filter(lambda
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x: x.date_order.date() >= self.from_date and x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
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sale_order))
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elif not self.from_date and self.to_date:
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filtered = list(filter(lambda
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x: x.date_order.date() <= self.to_date and x.partner_id in self.customer_ids,
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sale_order))
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elif self.from_date and not self.to_date:
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filtered = list(filter(lambda
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x: x.date_order.date() >= self.from_date and x.partner_id in self.customer_ids,
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sale_order))
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else:
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filtered = list(filter(lambda
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x: x.partner_id in self.customer_ids,
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sale_order))
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return filtered
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def _get_customers(self):
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""" Retrieve customer data.
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:return: List of customer information.
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:rtype: list
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This method retrieves customer data and returns a list of customer
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information, including their ID and name. """
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customers = []
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for rec in self.customer_ids:
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data = {'id': rec,
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'name': rec.name}
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customers.append(data)
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return customers
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def action_get_excel_analysis_report(self):
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""" Generate an Excel analysis report.
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:return: Dictionary specifying the Excel report action.
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:rtype: dict
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This method prepares the data for an Excel analysis report and
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returns a dictionary that defines the action to generate the
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report in XLSX format. """
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datas = self._get_data()
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return {
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'type': 'ir.actions.report',
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'report_type': 'xlsx',
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'data': {'model': 'sale.report.analysis',
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'output_format': 'xlsx',
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'options': json.dumps(datas,
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default=json_default),
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'report_name': 'Sale Analysis Report',
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},
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}
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def get_xlsx_report(self, data, response):
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"""Function for generating an Excel analysis report"""
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loaded_data = json.loads(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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record = []
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cell_format = workbook.add_format({'font_size': '12px', })
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head = workbook.add_format(
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{'align': 'center', 'bold': True, 'font_size': '20px'})
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txt = workbook.add_format({'font_size': '10px', 'align': 'center'})
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if loaded_data.get('type') == 'sale':
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sheet.merge_range('G2:L3', 'Sales Analysis Report', head)
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if loaded_data.get('start_date') and loaded_data.get('end_date'):
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sheet.write('G6', 'From:', cell_format)
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sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
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sheet.write('J6', 'To:', cell_format)
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sheet.merge_range('K6:L6', loaded_data.get('end_date'), txt)
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h_col = 9
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else:
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sheet.merge_range('G2:N3', 'Sales Analysis Report', head)
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if loaded_data.get('start_date') and loaded_data.get('end_date'):
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sheet.write('G6', 'From:', cell_format)
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sheet.merge_range('H6:I6', loaded_data.get('start_date'), txt)
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sheet.write('K6', 'To:', cell_format)
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sheet.merge_range('L6:N6', loaded_data.get('end_date'), txt)
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h_col = 10
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format1 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bg_color': '#f5f9ff',
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'border': 1})
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format2 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bold': True,
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'bg_color': '#6BA6FE', 'border': 1})
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format4 = workbook.add_format(
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{'font_size': 10, 'align': 'center', 'bold': True})
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if loaded_data.get('partner_id'):
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record = loaded_data.get('partner_id')
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h_row = 7
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count = 0
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row = 5
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row_number = 6
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t_row = 6
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for rec in record:
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if loaded_data.get('type') == 'sale':
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sheet.merge_range(h_row, h_col - 3, h_row, h_col + 2,
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rec['name'], format1)
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row = row + count + 3
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col = 6
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sheet.write(row, col, 'Order', format2)
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col += 1
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sheet.write(row, col, 'Date', format2)
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sheet.set_column('H:H', 17)
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col += 1
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sheet.write(row, col, 'Sales Person', format2)
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sheet.set_column('I:I', 15)
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col += 1
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sheet.write(row, col, 'Sales Amount', format2)
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sheet.set_column('J:J', 13)
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col += 1
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sheet.write(row, col, 'Amount Paid', format2)
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sheet.set_column('K:K', 12)
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col += 1
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sheet.write(row, col, 'Balance', format2)
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sheet.set_column('L:L', 10)
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count = 0
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row_number = row_number + count + 3
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t_samt = 0
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t_pamt = 0
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t_bal = 0
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t_col = 8
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for val in loaded_data.get('form'):
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if val['partner_id'] == rec['id']:
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count += 1
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column_number = 6
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sheet.write(row_number, column_number, val['so'],
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format1)
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column_number += 1
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sheet.write(row_number, column_number, val['date'],
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format1)
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sheet.set_column('H:H', 17)
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column_number += 1
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sheet.write(row_number, column_number,
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val['sales_person'], format1)
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sheet.set_column('I:I', 15)
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column_number += 1
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sheet.write(row_number, column_number, val['s_amt'],
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format1)
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sheet.set_column('J:J', 13)
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t_samt += val['s_amt']
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column_number += 1
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sheet.write(row_number, column_number, val['p_amt'],
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format1)
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sheet.set_column('K:K', 12)
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t_pamt += val['p_amt']
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column_number += 1
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sheet.write(row_number, column_number, val['balance'],
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format1)
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sheet.set_column('L:L', 10)
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t_bal += val['balance']
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column_number += 1
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row_number += 1
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t_row = t_row + count + 3
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sheet.write(t_row, t_col, 'Total', format4)
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t_col += 1
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sheet.write(t_row, t_col, t_samt, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_pamt, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_bal, format4)
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h_row = h_row + count + 3
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if loaded_data.get('type') == 'product':
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sheet.merge_range(h_row, h_col - 4, h_row, h_col + 3,
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rec['name'], format1)
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row = row + count + 3
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col = 6
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sheet.write(row, col, 'Order', format2)
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col += 1
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sheet.write(row, col, 'Date', format2)
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sheet.set_column('H:H', 17)
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col += 1
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sheet.write(row, col, 'Product', format2)
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sheet.set_column('I:I', 17)
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col += 1
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sheet.write(row, col, 'Quantity', format2)
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sheet.set_column('J:J', 7)
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col += 1
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sheet.write(row, col, 'Price', format2)
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sheet.set_column('K:K', 12)
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col += 1
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sheet.write(row, col, 'Discount(%)', format2)
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sheet.set_column('L:L', 12)
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col += 1
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sheet.write(row, col, 'Tax(%)', format2)
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sheet.set_column('M:M', 10)
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col += 1
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sheet.write(row, col, 'Subtotal', format2)
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sheet.set_column('N:N', 10)
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col += 1
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count = 0
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row_number = row_number + count + 3
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t_qty = 0
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t_price = 0
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t_tax = 0
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t_total = 0
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t_col = 8
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for val in loaded_data.get('form'):
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if val['partner_id'] == rec['id']:
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count += 1
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column_number = 6
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sheet.write(row_number, column_number, val['so'],
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format1)
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column_number += 1
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sheet.write(row_number, column_number, val['date'],
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format1)
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sheet.set_column('H:H', 17)
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column_number += 1
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sheet.write(row_number, column_number,
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val['product_id'], format1)
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sheet.set_column('I:I', 17)
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column_number += 1
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sheet.write(row_number, column_number, val['quantity'],
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format1)
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sheet.set_column('J:J', 7)
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t_qty += val['quantity']
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column_number += 1
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sheet.write(row_number, column_number, val['price'],
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format1)
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sheet.set_column('K:K', 12)
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t_price += val['price']
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column_number += 1
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sheet.write(row_number, column_number, val['discount'],
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format1)
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sheet.set_column('L:L', 12)
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column_number += 1
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sheet.write(row_number, column_number, val['tax'],
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format1)
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sheet.set_column('M:M', 10)
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t_tax += val['tax']
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column_number += 1
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sheet.write(row_number, column_number, val['total'],
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format1)
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sheet.set_column('N:N', 10)
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t_total += val['total']
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column_number += 1
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row_number += 1
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t_row = t_row + count + 3
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sheet.write(t_row, t_col, 'Total', format4)
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t_col += 1
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sheet.write(t_row, t_col, t_qty, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_price, format4)
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t_col += 2
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sheet.write(t_row, t_col, t_tax, format4)
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t_col += 1
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sheet.write(t_row, t_col, t_total, format4)
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h_row = h_row + count + 3
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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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