255 lines
11 KiB
Python
255 lines
11 KiB
Python
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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from odoo.addons.sale.models.sale_order import SALE_ORDER_STATE
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class SaleReport(models.Model):
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_name = "sale.report"
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_description = "Sales Analysis Report"
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_auto = False
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_rec_name = 'date'
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_order = 'date desc'
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@api.model
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def _get_done_states(self):
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return ['sale']
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# sale.order fields
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name = fields.Char(string="Order Reference", readonly=True)
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date = fields.Datetime(string="Order Date", readonly=True)
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partner_id = fields.Many2one(comodel_name='res.partner', string="Customer", readonly=True)
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company_id = fields.Many2one(comodel_name='res.company', readonly=True)
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pricelist_id = fields.Many2one(comodel_name='product.pricelist', readonly=True)
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team_id = fields.Many2one(comodel_name='crm.team', string="Sales Team", readonly=True)
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user_id = fields.Many2one(comodel_name='res.users', string="Salesperson", readonly=True)
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state = fields.Selection(selection=SALE_ORDER_STATE, string="Status", readonly=True)
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invoice_status = fields.Selection(
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selection=[
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('upselling', "Upselling Opportunity"),
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('invoiced', "Fully Invoiced"),
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('to invoice', "To Invoice"),
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('no', "Nothing to Invoice"),
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], string="Order Invoice Status", readonly=True)
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campaign_id = fields.Many2one(comodel_name='utm.campaign', string="Campaign", readonly=True)
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medium_id = fields.Many2one(comodel_name='utm.medium', string="Medium", readonly=True)
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source_id = fields.Many2one(comodel_name='utm.source', string="Source", readonly=True)
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# res.partner fields
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commercial_partner_id = fields.Many2one(
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comodel_name='res.partner', string="Customer Entity", readonly=True)
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country_id = fields.Many2one(
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comodel_name='res.country', string="Customer Country", readonly=True)
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industry_id = fields.Many2one(
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comodel_name='res.partner.industry', string="Customer Industry", readonly=True)
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partner_zip = fields.Char(string="Customer ZIP", readonly=True)
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state_id = fields.Many2one(comodel_name='res.country.state', string="Customer State", readonly=True)
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# sale.order.line fields
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order_reference = fields.Reference(
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string='Order',
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selection=[('sale.order', 'Sales Order')],
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aggregator="count_distinct",
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)
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categ_id = fields.Many2one(
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comodel_name='product.category', string="Product Category", readonly=True)
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product_id = fields.Many2one(
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comodel_name='product.product', string="Product Variant", readonly=True)
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product_tmpl_id = fields.Many2one(
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comodel_name='product.template', string="Product", readonly=True)
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product_uom = fields.Many2one(comodel_name='uom.uom', string="Unit of Measure", readonly=True)
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product_uom_qty = fields.Float(string="Qty Ordered", readonly=True)
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qty_to_deliver = fields.Float(string="Qty To Deliver", readonly=True)
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qty_delivered = fields.Float(string="Qty Delivered", readonly=True)
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qty_to_invoice = fields.Float(string="Qty To Invoice", readonly=True)
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qty_invoiced = fields.Float(string="Qty Invoiced", readonly=True)
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price_subtotal = fields.Monetary(string="Untaxed Total", readonly=True)
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price_total = fields.Monetary(string="Total", readonly=True)
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untaxed_amount_to_invoice = fields.Monetary(string="Untaxed Amount To Invoice", readonly=True)
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untaxed_amount_invoiced = fields.Monetary(string="Untaxed Amount Invoiced", readonly=True)
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line_invoice_status = fields.Selection(
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selection=[
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('upselling', "Upselling Opportunity"),
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('invoiced', "Fully Invoiced"),
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('to invoice', "To Invoice"),
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('no', "Nothing to Invoice"),
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], string="Invoice Status", readonly=True)
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weight = fields.Float(string="Gross Weight", readonly=True)
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volume = fields.Float(string="Volume", readonly=True)
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price_unit = fields.Float(string="Unit Price", aggregator='avg', readonly=True)
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discount = fields.Float(string="Discount %", readonly=True, aggregator='avg')
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discount_amount = fields.Monetary(string="Discount Amount", readonly=True)
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# aggregates or computed fields
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nbr = fields.Integer(string="# of Lines", readonly=True)
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currency_id = fields.Many2one(comodel_name='res.currency', compute='_compute_currency_id')
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@api.depends_context('allowed_company_ids')
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def _compute_currency_id(self):
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self.currency_id = self.env.company.currency_id
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def _with_sale(self):
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return ""
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def _select_sale(self):
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select_ = f"""
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MIN(l.id) AS id,
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l.product_id AS product_id,
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l.invoice_status AS line_invoice_status,
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t.uom_id AS product_uom,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.product_uom_qty / u.factor * u2.factor) ELSE 0 END AS product_uom_qty,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.qty_delivered / u.factor * u2.factor) ELSE 0 END AS qty_delivered,
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CASE WHEN l.product_id IS NOT NULL THEN SUM((l.product_uom_qty - l.qty_delivered) / u.factor * u2.factor) ELSE 0 END AS qty_to_deliver,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.qty_invoiced / u.factor * u2.factor) ELSE 0 END AS qty_invoiced,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.qty_to_invoice / u.factor * u2.factor) ELSE 0 END AS qty_to_invoice,
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CASE WHEN l.product_id IS NOT NULL THEN AVG(l.price_unit
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS price_unit,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_total
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS price_total,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_subtotal
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS price_subtotal,
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CASE WHEN l.product_id IS NOT NULL OR l.is_downpayment THEN SUM(l.untaxed_amount_to_invoice
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS untaxed_amount_to_invoice,
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CASE WHEN l.product_id IS NOT NULL OR l.is_downpayment THEN SUM(l.untaxed_amount_invoiced
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS untaxed_amount_invoiced,
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COUNT(*) AS nbr,
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s.name AS name,
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s.date_order AS date,
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s.state AS state,
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s.invoice_status as invoice_status,
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s.partner_id AS partner_id,
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s.user_id AS user_id,
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s.company_id AS company_id,
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s.campaign_id AS campaign_id,
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s.medium_id AS medium_id,
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s.source_id AS source_id,
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t.categ_id AS categ_id,
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s.pricelist_id AS pricelist_id,
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s.team_id AS team_id,
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p.product_tmpl_id,
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partner.commercial_partner_id AS commercial_partner_id,
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partner.country_id AS country_id,
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partner.industry_id AS industry_id,
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partner.state_id AS state_id,
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partner.zip AS partner_zip,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(p.weight * l.product_uom_qty / u.factor * u2.factor) ELSE 0 END AS weight,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(p.volume * l.product_uom_qty / u.factor * u2.factor) ELSE 0 END AS volume,
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l.discount AS discount,
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CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_unit * l.product_uom_qty * l.discount / 100.0
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/ {self._case_value_or_one('s.currency_rate')}
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* {self._case_value_or_one('account_currency_table.rate')}
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) ELSE 0
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END AS discount_amount,
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concat('sale.order', ',', s.id) AS order_reference"""
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additional_fields_info = self._select_additional_fields()
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template = """,
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%s AS %s"""
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for fname, query_info in additional_fields_info.items():
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select_ += template % (query_info, fname)
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return select_
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def _case_value_or_one(self, value):
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return f"""CASE COALESCE({value}, 0) WHEN 0 THEN 1.0 ELSE {value} END"""
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def _select_additional_fields(self):
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"""Hook to return additional fields SQL specification for select part of the table query.
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:returns: mapping field -> SQL computation of field, will be converted to '_ AS _field' in the final table definition
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:rtype: dict
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"""
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return {}
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def _from_sale(self):
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currency_table = self.env['res.currency']._get_simple_currency_table(self.env.companies)
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currency_table = self.env.cr.mogrify(currency_table).decode(self.env.cr.connection.encoding)
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return f"""
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sale_order_line l
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LEFT JOIN sale_order s ON s.id=l.order_id
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JOIN res_partner partner ON s.partner_id = partner.id
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LEFT JOIN product_product p ON l.product_id=p.id
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LEFT JOIN product_template t ON p.product_tmpl_id=t.id
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LEFT JOIN uom_uom u ON u.id=l.product_uom
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LEFT JOIN uom_uom u2 ON u2.id=t.uom_id
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JOIN {currency_table} ON account_currency_table.company_id = s.company_id
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"""
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def _where_sale(self):
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return """
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l.display_type IS NULL"""
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def _group_by_sale(self):
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return """
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l.product_id,
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l.order_id,
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l.price_unit,
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l.invoice_status,
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t.uom_id,
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t.categ_id,
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s.name,
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s.date_order,
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s.partner_id,
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s.user_id,
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s.state,
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s.invoice_status,
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s.company_id,
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s.campaign_id,
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s.medium_id,
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s.source_id,
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s.pricelist_id,
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s.team_id,
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p.product_tmpl_id,
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partner.commercial_partner_id,
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partner.country_id,
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partner.industry_id,
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partner.state_id,
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partner.zip,
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l.is_downpayment,
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l.discount,
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s.id,
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account_currency_table.rate"""
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def _query(self):
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with_ = self._with_sale()
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return f"""
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{"WITH" + with_ + "(" if with_ else ""}
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SELECT {self._select_sale()}
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FROM {self._from_sale()}
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WHERE {self._where_sale()}
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GROUP BY {self._group_by_sale()}
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{")" if with_ else ""}
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"""
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@property
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def _table_query(self):
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return self._query()
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def action_open_order(self):
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self.ensure_one()
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return {
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'res_model': self.order_reference._name,
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'type': 'ir.actions.act_window',
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'views': [[False, 'form']],
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'res_id': self.order_reference.id,
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}
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