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578 lines
28 KiB
578 lines
28 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 io
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import json
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from odoo import api, 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 SalesReport(models.Model):
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"""Model for generating sales reports.
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Methods:
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sale_report : Generate a sales report based on the provided option.
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get_filter :This method relies on the 'get_filter_data' method to
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retrieve filter data based on the provided option. It then formats the
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filter data and returns a dictionary of filters to apply to the sales
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report.
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get_filter_data:This method relies on the 'get_filter_data' method to
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retrieve filter data based on the provided option. It then formats the
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filter data and returns a dictionary of filters to apply to the sales
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report.
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create : Create a new record for the current model.
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write : Override the write method to perform additional actions when
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updating a record.
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_get_report_sub_lines: Generates sub-lines for a sales report based
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on the given report type and date rangeand append to report_sub_lines.
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_get_report_total_value : Retrieves the main lines of a report based on
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the report type in data.
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get_sale_xlsx_report:Generate a sales report in XLSX format based on
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the specified filters. """
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_name = "sales.report"
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_description = "Generate Sales Report"
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sale_report = fields.Char(string="Sale Report",
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help="The generated sales report")
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date_from = fields.Datetime(string="Start Date",
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help="The starting date for the report")
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date_to = fields.Datetime(string="End Date",
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help="The ending date for the report")
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report_type = fields.Selection([
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('report_by_order', 'Report By Order'),
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('report_by_order_detail', 'Report By Order Detail'),
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('report_by_product', 'Report By Product'),
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('report_by_categories', 'Report By Categories'),
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('report_by_salesperson', 'Report By Sales Person'),
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('report_by_state', 'Report By State')], string='Report Type',
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default='report_by_order', help="Select the type of report to generate")
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@api.model
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def sale_report(self, option):
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"""Generate a sales report based on the provided option."""
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report_values = self.env['sales.report'].browse(option[0])
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data = {
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'report_type': report_values.report_type,
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'model': self,
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}
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if report_values.date_from:
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data.update({
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'date_from': report_values.date_from,
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})
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if report_values.date_to:
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data.update({
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'date_to': report_values.date_to,
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})
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return {
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'name': "Sale Orders",
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'type': 'ir.actions.client',
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'tag': 'sales_report',
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'orders': data,
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'filters': self.get_filter(option,report_values.date_from,report_values.date_to),
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'report_lines': self._get_report_values(data).get('SALE'),
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'report_main_line': self._get_report_values(data).get('sale_main'),
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}
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def get_filter(self, option,date_from,date_to):
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""" This method relies on the 'get_filter_data' method to retrieve
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filter data based on the provided option. It then formats the filter
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data and returns a dictionary of filters to apply to the sales
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report."""
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data = self.get_filter_data(option)
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filters = {}
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if data.get('report_type') == 'report_by_order':
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filters['report_type'] = 'Report By Order'
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elif data.get('report_type') == 'report_by_order_detail':
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filters['report_type'] = 'Report By Order Detail'
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elif data.get('report_type') == 'report_by_product':
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filters['report_type'] = 'Report By Product'
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elif data.get('report_type') == 'report_by_categories':
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filters['report_type'] = 'Report By Categories'
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elif data.get('report_type') == 'report_by_salesperson':
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filters['report_type'] = 'Report By Sales Person'
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elif data.get('report_type') == 'report_by_state':
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filters['report_type'] = 'Report By State'
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else:
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filters['report_type'] = 'report_by_order'
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if date_from:
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filters['date_from'] = date_from.strftime('%Y-%m-%d')
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if date_to:
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filters['date_to'] = date_to.strftime('%Y-%m-%d')
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return filters
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def get_filter_data(self, option):
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""" This method relies on the 'sales.report' model to retrieve the
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sales report values."""
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default_filters = {}
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report = self.env['sales.report'].browse(option[0])
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filter_dict = {
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'report_type': report.report_type,
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}
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filter_dict.update(default_filters)
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return filter_dict
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def _get_report_sub_lines(self, data, report, date_from, date_to):
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""" Generates sublines for a sales report based on the given report
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type and date range and append to report_sub_lines"""
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report_sub_lines = []
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if data.get('report_type') == 'report_by_order':
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query = '''select so.id,so.name as number,so.date_order,
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so.partner_id,so.amount_total,so.user_id,
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res_partner.name as customer,res_users.partner_id as
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user_partner,so.id as id,sum(sale_order_line.product_uom_qty),
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(SELECT res_partner.name as sales_man FROM res_partner
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WHERE res_partner.id = res_users.partner_id)
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from sale_order as so
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inner join res_partner on so.partner_id = res_partner.id
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inner join res_users on so.user_id = res_users.id
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inner join sale_order_line on so.id = sale_order_line.order_id
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'''
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term = 'Where '
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if data.get('date_from'):
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query += "Where so.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "so.date_order <= '%s' " % data.get('date_to')
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query += "AND so.company_id = '%s' " % self.env.company.id
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query += "group by so.user_id,res_users.partner_id," \
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"res_partner.name,so.partner_id,so.date_order," \
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"so.name,so.amount_total,so.id"
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self._cr.execute(query)
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report_by_order = self._cr.dictfetchall()
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report_sub_lines.append(report_by_order)
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elif data.get('report_type') == 'report_by_order_detail':
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query = '''SELECT
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so.id,
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so.name AS number,
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so.date_order,
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res_partner.name AS customer,
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rc.name AS company,
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product_template.name AS product,
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product_product.default_code,
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so_line.product_uom_qty,
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so_line.price_subtotal,
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so.amount_total,
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so.partner_id,
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so.user_id,
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ru.id AS salesman_id,
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res_partner_salesman.name AS salesman
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FROM
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sale_order AS so
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JOIN
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sale_order_line AS so_line ON so.id = so_line.order_id
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JOIN
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product_product ON so_line.product_id = product_product.id
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JOIN
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product_template ON product_product.product_tmpl_id = product_template.id
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JOIN
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res_partner ON so.partner_id = res_partner.id
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JOIN
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res_users ON so.user_id = res_users.id
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JOIN
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res_company AS rc ON so.company_id = rc.id
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JOIN
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res_users AS ru ON so.user_id = ru.id
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JOIN
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res_partner AS res_partner_salesman ON res_users.partner_id = res_partner_salesman.id
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WHERE
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1=1'''
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if data.get('date_from'):
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query += "AND so.date_order >= '%s' " % data.get('date_from')
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if data.get('date_to'):
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query += """ AND so.date_order <= '%s' """ % data.get('date_to')
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query += "AND so.company_id = '%s' " % self.env.company.id
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query += ''' GROUP BY
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so.id, so.name, so.user_id, so.date_order,
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res_partner.name, rc.name, product_template.name,
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product_product.default_code, so_line.product_uom_qty,
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so_line.price_subtotal, so.amount_total, so.partner_id,
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so.user_id, ru.id, res_users.partner_id, res_partner_salesman.name
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ORDER BY so.id asc;
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'''
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self._cr.execute(query)
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report_by_order_details = self._cr.dictfetchall()
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report_sub_lines.append(report_by_order_details)
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elif data.get('report_type') == 'report_by_product':
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query = '''SELECT so.id,so.date_order,
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product_template.name as product,
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product_category.name as category,
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product_product.default_code,so_line.product_uom_qty,
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so.amount_total,so.name as number
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From sale_order as so
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inner join sale_order_line as so_line on
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so.id = so_line.order_id inner join product_product ON
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so_line.product_id=product_product.id inner join
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product_template ON product_product.product_tmpl_id =
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product_template.id inner join product_category on
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product_category.id = product_template.categ_id Where 1=1 '''
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if data.get('date_from'):
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query += "AND so.date_order >= '%s' " % data.get('date_from')
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if data.get('date_to'):
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query += " AND so.date_order <= '%s' " % data.get('date_to')
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query += "AND so.company_id = '%s' " % self.env.company.id
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query += ("group by so.id,so.date_order,product_template.name,"
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"product_category.name,product_product.default_code,"
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"so_line.product_uom_qty")
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self._cr.execute(query)
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report_by_product = self._cr.dictfetchall()
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report_sub_lines.append(report_by_product)
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elif data.get('report_type') == 'report_by_categories':
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query = '''select product_category.name,
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sum(so_line.product_uom_qty) as qty,sum(so_line.price_subtotal) as
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amount_total from sale_order_line as so_line inner join
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product_template on so_line.product_id = product_template.id
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inner join product_category on product_category.id =
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product_template.categ_id inner join sale_order on so_line.order_id
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= sale_order.id '''
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term = 'Where '
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if data.get('date_from'):
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query += "Where sale_order.date_order >= '%s' " % data.get(
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'date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "sale_order.date_order <= '%s' " % data.get(
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'date_to')
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query += "AND sale_order.company_id = '%s' " % self.env.company.id
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query += "group by product_category.name"
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self._cr.execute(query)
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report_by_categories = self._cr.dictfetchall()
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report_sub_lines.append(report_by_categories)
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elif data.get('report_type') == 'report_by_salesperson':
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query = '''
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select res_partner.name,sum(sale_order_line.product_uom_qty) as qty,
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sum(sale_order_line.price_subtotal) as amount,count(so.id) as order
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from sale_order as so
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inner join res_users on so.user_id = res_users.id
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inner join res_partner on res_users.partner_id = res_partner.id
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inner join sale_order_line on so.id = sale_order_line.order_id '''
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term = 'Where '
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if data.get('date_from'):
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query += "Where so.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "so.date_order <= '%s' " % data.get('date_to')
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query += "AND so.company_id = '%s' " % self.env.company.id
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query += "group by res_partner.name"
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self._cr.execute(query)
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report_by_salesperson = self._cr.dictfetchall()
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report_sub_lines.append(report_by_salesperson)
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elif data.get('report_type') == 'report_by_state':
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query = '''
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select so.state,count(so.id),sum(sale_order_line.product_uom_qty) as qty,
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sum(sale_order_line.price_subtotal) as amount from sale_order as so
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inner join sale_order_line on so.id = sale_order_line.order_id '''
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term = 'Where '
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if data.get('date_from'):
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query += "Where so.date_order >= '%s' " % data.get('date_from')
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term = 'AND '
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if data.get('date_to'):
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query += term + "so.date_order <= '%s' " % data.get('date_to')
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query += "AND so.company_id = '%s' " % self.env.company.id
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query += "group by so.state"
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self._cr.execute(query)
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report_by_state = self._cr.dictfetchall()
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report_sub_lines.append(report_by_state)
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return report_sub_lines
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def _get_report_total_value(self, data, report):
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"""Retrieves the main lines of a report based on the report type in
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data."""
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report_main_lines = []
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if data.get('report_type') == 'report_by_order':
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self._cr.execute('''
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select count(so.id) as order,sum(so.amount_total) as amount
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from sale_order as so
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''')
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report_by_order = self._cr.dictfetchall()
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report_main_lines.append(report_by_order)
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elif data.get('report_type') == 'report_by_order_detail':
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self._cr.execute('''
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select count(so_line.id) as order,sum(so_line.price_subtotal) as total
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from sale_order_line as so_line ''')
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report_by_order_detail = self._cr.dictfetchall()
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report_main_lines.append(report_by_order_detail)
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elif data.get('report_type') == 'report_by_product':
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self._cr.execute('''
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select count(so_line.product_id) as order,sum(so_line.price_subtotal)
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as amount from sale_order_line as so_line ''')
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report_by_product = self._cr.dictfetchall()
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report_main_lines.append(report_by_product)
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else:
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report_main_lines = False
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return report_main_lines
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def _get_report_values(self, data):
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""" Generate a dictionary of report values based on the input
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data dictionary."""
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docs = data['model']
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date_from = data.get('date_from')
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date_to = data.get('date_to')
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if data['report_type'] == 'report_by_order_detail':
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report = ['Report By Order Detail']
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elif data['report_type'] == 'report_by_product':
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report = ['Report By Product']
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elif data['report_type'] == 'report_by_categories':
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report = ['Report By Categories']
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elif data['report_type'] == 'report_by_salesperson':
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report = ['Report By Sales Person']
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elif data['report_type'] == 'report_by_state':
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report = ['Report By State']
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else:
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report = ['Report By Order']
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report_res_total = self._get_report_total_value(data, report)
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if data.get('report_type'):
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report_res = \
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self._get_report_sub_lines(data, report, date_from, date_to)[0]
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else:
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report_res = self._get_report_sub_lines(data, report, date_from,
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date_to)
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if data.get('report_type') == 'report_by_order':
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report_res_total = self._get_report_total_value(data, report)[0]
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return {
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'doc_ids': self.ids,
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'docs': docs,
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'SALE': report_res,
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'sale_main': report_res_total,
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}
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def get_sale_xlsx_report(self, data, response, report_data, dfrm_data):
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"""Generate a sales report in XLSX format based on the specified
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filters."""
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report_data_main = json.loads(report_data)
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output = io.BytesIO()
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filters = json.loads(data)
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dfr_data = json.loads(dfrm_data)
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f_date = dfr_data.get('filters')
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date_from = f_date.get('date_from')
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t_date = dfr_data.get('filters')
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date_to = t_date.get('date_to')
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workbook = xlsxwriter.Workbook(output, {'in_memory': True})
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sheet = workbook.add_worksheet()
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head = workbook.add_format({'align': 'center', 'bold': True,
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'font_size': '20px'})
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heading = workbook.add_format(
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{'align': 'center', 'bold': True, 'font_size': '10px',
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'border': 2,
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'border_color': 'black'})
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txt_l = workbook.add_format(
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{'align': 'center', 'font_size': '10px', 'border': 1, 'bold': True})
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sheet.merge_range('A2:H3',
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'Sales Report',
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head)
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if report_data_main:
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if filters.get('report_type') == 'report_by_order':
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sheet.merge_range('B5:D5', 'Report By Order', txt_l)
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if filters.get('date_from'):
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sheet.write('A6', 'FROM DATE :', txt_l)
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sheet.write('B6', date_from, txt_l)
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if filters.get('date_to'):
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sheet.write('C6', 'TO DATE :', txt_l)
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sheet.write('D6', date_to, txt_l)
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sheet.write('A7', 'Sale', heading)
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sheet.write('B7', 'Date Order', heading)
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sheet.write('C7', 'Customer', heading)
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sheet.write('D7', 'Sales Person', heading)
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sheet.write('E7', 'Total Qty', heading)
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sheet.write('F7', 'Amount Total', heading)
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lst = []
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for rec in report_data_main[0]:
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lst.append(rec)
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row = 6
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col = 0
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sheet.set_column(3, 0, 15)
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sheet.set_column(4, 1, 15)
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sheet.set_column(5, 2, 15)
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sheet.set_column(6, 3, 15)
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sheet.set_column(7, 4, 15)
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sheet.set_column(8, 5, 15)
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for rec_data in report_data_main:
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row += 1
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sheet.write(row, col, rec_data['number'], txt_l)
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sheet.write(row, col + 1, rec_data['date_order'], txt_l)
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sheet.write(row, col + 2, rec_data['customer'], txt_l)
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sheet.write(row, col + 3, rec_data['sales_man'], txt_l)
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sheet.write(row, col + 4, rec_data['sum'], txt_l)
|
|
sheet.write(row, col + 5, rec_data['amount_total'], txt_l)
|
|
if filters.get('report_type') == 'report_by_order_detail':
|
|
sheet.merge_range('B5:D5', 'Report By Order Details ', txt_l)
|
|
if filters.get('date_from'):
|
|
sheet.write('A6', 'FROM DATE :', txt_l)
|
|
sheet.write('B6', date_from, txt_l)
|
|
if filters.get('date_to'):
|
|
sheet.write('C6', 'TO DATE :', txt_l)
|
|
sheet.write('D6', date_to, txt_l)
|
|
sheet.write('A7', 'Sale', heading)
|
|
sheet.write('B7', 'Date Order', heading)
|
|
sheet.write('C7', 'Customer', heading)
|
|
sheet.write('D7', 'Company', heading)
|
|
sheet.write('E7', 'Sales Person', heading)
|
|
sheet.write('F7', 'Product Name', heading)
|
|
sheet.write('G7', 'Product Code', heading)
|
|
sheet.write('H7', 'Quantity', heading)
|
|
sheet.write('I7', 'Price Subtotal', heading)
|
|
sheet.write('J7', 'Amount Total', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
sheet.set_column(7, 4, 15)
|
|
sheet.set_column(8, 5, 15)
|
|
sheet.set_column(9, 6, 15)
|
|
sheet.set_column(10, 7, 15)
|
|
sheet.set_column(11, 8, 15)
|
|
sheet.set_column(12, 9, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['number'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['date_order'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['customer'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['company'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['salesman'], txt_l)
|
|
sheet.write(row, col + 5, rec_data['product']['en_US'], txt_l)
|
|
sheet.write(row, col + 6, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 7, rec_data['product_uom_qty'], txt_l)
|
|
sheet.write(row, col + 8, rec_data['price_subtotal'], txt_l)
|
|
sheet.write(row, col + 9, rec_data['amount_total'], txt_l)
|
|
if filters.get('report_type') == 'report_by_product':
|
|
sheet.merge_range('B5:D5', 'Report By Products', txt_l)
|
|
if filters.get('date_from'):
|
|
sheet.write('A6', 'FROM DATE :', txt_l)
|
|
sheet.write('B6', date_from, txt_l)
|
|
if filters.get('date_to'):
|
|
sheet.write('C6', 'TO DATE :', txt_l)
|
|
sheet.write('D6', date_to, txt_l)
|
|
sheet.write('A7', 'Product', heading)
|
|
sheet.write('B7', 'Category', heading)
|
|
sheet.write('C7', 'Product Code', heading)
|
|
sheet.write('D7', 'Quantity', heading)
|
|
sheet.write('E7', 'Amount Total', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
sheet.set_column(7, 4, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['product']['en_US'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['category'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['default_code'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['product_uom_qty'], txt_l)
|
|
sheet.write(row, col + 4, rec_data['amount_total'], txt_l)
|
|
if filters.get('report_type') == 'report_by_categories':
|
|
sheet.merge_range('B5:D5', 'Report By Categories', txt_l)
|
|
if filters.get('date_from'):
|
|
sheet.write('A6', 'FROM DATE :', txt_l)
|
|
sheet.write('B6', date_from, txt_l)
|
|
if filters.get('date_to'):
|
|
sheet.write('C6', 'TO DATE :', txt_l)
|
|
sheet.write('D6', date_to, txt_l)
|
|
sheet.write('B7', 'Category', heading)
|
|
sheet.write('C7', 'Qty', heading)
|
|
sheet.write('D7', 'Amount Total', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 1
|
|
sheet.set_column(3, 1, 15)
|
|
sheet.set_column(4, 2, 15)
|
|
sheet.set_column(5, 3, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['amount_total'], txt_l)
|
|
if filters.get('report_type') == 'report_by_salesperson':
|
|
sheet.merge_range('B5:D5', 'Report By Salesperson', txt_l)
|
|
if filters.get('date_from'):
|
|
sheet.write('A6', 'FROM DATE :', txt_l)
|
|
sheet.write('B6', date_from, txt_l)
|
|
if filters.get('date_to'):
|
|
sheet.write('C6', 'TO DATE :', txt_l)
|
|
sheet.write('D6', date_to, txt_l)
|
|
sheet.write('A7', 'Sales Person', heading)
|
|
sheet.write('B7', 'Total Order', heading)
|
|
sheet.write('C7', 'Total Qty', heading)
|
|
sheet.write('D7', 'Total Amount', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
sheet.write(row, col, rec_data['name'], txt_l)
|
|
sheet.write(row, col + 1, rec_data['order'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['amount'], txt_l)
|
|
if filters.get('report_type') == 'report_by_state':
|
|
sheet.merge_range('B5:D5', 'Report By State ', txt_l)
|
|
if filters.get('date_from'):
|
|
sheet.write('A6', 'FROM DATE :', txt_l)
|
|
sheet.write('B6', date_from, txt_l)
|
|
if filters.get('date_to'):
|
|
sheet.write('C6', 'TO DATE :', txt_l)
|
|
sheet.write('D6', date_to, txt_l)
|
|
sheet.write('A7', 'State', heading)
|
|
sheet.write('B7', 'Total Count', heading)
|
|
sheet.write('C7', 'Quantity', heading)
|
|
sheet.write('D7', 'Amount', heading)
|
|
lst = []
|
|
for rec in report_data_main[0]:
|
|
lst.append(rec)
|
|
row = 6
|
|
col = 0
|
|
sheet.set_column(3, 0, 15)
|
|
sheet.set_column(4, 1, 15)
|
|
sheet.set_column(5, 2, 15)
|
|
sheet.set_column(6, 3, 15)
|
|
for rec_data in report_data_main:
|
|
row += 1
|
|
if rec_data['state'] == 'draft':
|
|
sheet.write(row, col, 'Quotation', txt_l)
|
|
elif rec_data['state'] == 'sent':
|
|
sheet.write(row, col, 'Quotation Sent', txt_l)
|
|
elif rec_data['state'] == 'sale':
|
|
sheet.write(row, col, 'Sale Order', txt_l)
|
|
sheet.write(row, col + 1, rec_data['count'], txt_l)
|
|
sheet.write(row, col + 2, rec_data['qty'], txt_l)
|
|
sheet.write(row, col + 3, rec_data['amount'], txt_l)
|
|
workbook.close()
|
|
output.seek(0)
|
|
response.stream.write(output.read())
|
|
output.close()
|
|
|