# Part of Odoo. See LICENSE file for full copyright and licensing details. from odoo import api, fields, models class SaleReport(models.Model): _name = "sale.report" _description = "Sales Analysis Report" _auto = False _rec_name = 'date' _order = 'date desc' @api.model def _get_done_states(self): return ['sale', 'done'] name = fields.Char('Order Reference', readonly=True) date = fields.Datetime('Order Date', readonly=True) product_id = fields.Many2one('product.product', 'Product Variant', readonly=True) product_uom = fields.Many2one('uom.uom', 'Unit of Measure', readonly=True) product_uom_qty = fields.Float('Qty Ordered', readonly=True) qty_to_deliver = fields.Float('Qty To Deliver', readonly=True) qty_delivered = fields.Float('Qty Delivered', readonly=True) qty_to_invoice = fields.Float('Qty To Invoice', readonly=True) qty_invoiced = fields.Float('Qty Invoiced', readonly=True) partner_id = fields.Many2one('res.partner', 'Customer', readonly=True) company_id = fields.Many2one('res.company', 'Company', readonly=True) user_id = fields.Many2one('res.users', 'Salesperson', readonly=True) price_total = fields.Float('Total', readonly=True) price_subtotal = fields.Float('Untaxed Total', readonly=True) untaxed_amount_to_invoice = fields.Float('Untaxed Amount To Invoice', readonly=True) untaxed_amount_invoiced = fields.Float('Untaxed Amount Invoiced', readonly=True) product_tmpl_id = fields.Many2one('product.template', 'Product', readonly=True) categ_id = fields.Many2one('product.category', 'Product Category', readonly=True) nbr = fields.Integer('# of Lines', readonly=True) pricelist_id = fields.Many2one('product.pricelist', 'Pricelist', readonly=True) analytic_account_id = fields.Many2one('account.analytic.account', 'Analytic Account', readonly=True) team_id = fields.Many2one('crm.team', 'Sales Team', readonly=True) country_id = fields.Many2one('res.country', 'Customer Country', readonly=True) industry_id = fields.Many2one('res.partner.industry', 'Customer Industry', readonly=True) commercial_partner_id = fields.Many2one('res.partner', 'Customer Entity', readonly=True) state = fields.Selection([ ('draft', 'Draft Quotation'), ('sent', 'Quotation Sent'), ('sale', 'Sales Order'), ('done', 'Sales Done'), ('cancel', 'Cancelled'), ], string='Status', readonly=True) weight = fields.Float('Gross Weight', readonly=True) volume = fields.Float('Volume', readonly=True) discount = fields.Float('Discount %', readonly=True, group_operator="avg") discount_amount = fields.Float('Discount Amount', readonly=True) campaign_id = fields.Many2one('utm.campaign', 'Campaign', readonly=True) medium_id = fields.Many2one('utm.medium', 'Medium', readonly=True) source_id = fields.Many2one('utm.source', 'Source', readonly=True) order_id = fields.Many2one('sale.order', 'Order #', readonly=True) def _with_sale(self): return "" def _select_sale(self): select_ = f""" MIN(l.id) AS id, l.product_id AS product_id, t.uom_id AS product_uom, 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, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.qty_delivered / u.factor * u2.factor) ELSE 0 END AS qty_delivered, 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, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.qty_invoiced / u.factor * u2.factor) ELSE 0 END AS qty_invoiced, 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, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_total / {self._case_value_or_one('s.currency_rate')} * {self._case_value_or_one('currency_table.rate')} ) ELSE 0 END AS price_total, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_subtotal / {self._case_value_or_one('s.currency_rate')} * {self._case_value_or_one('currency_table.rate')} ) ELSE 0 END AS price_subtotal, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.untaxed_amount_to_invoice / {self._case_value_or_one('s.currency_rate')} * {self._case_value_or_one('currency_table.rate')} ) ELSE 0 END AS untaxed_amount_to_invoice, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.untaxed_amount_invoiced / {self._case_value_or_one('s.currency_rate')} * {self._case_value_or_one('currency_table.rate')} ) ELSE 0 END AS untaxed_amount_invoiced, COUNT(*) AS nbr, s.name AS name, s.date_order AS date, s.state AS state, s.partner_id AS partner_id, s.user_id AS user_id, s.company_id AS company_id, s.campaign_id AS campaign_id, s.medium_id AS medium_id, s.source_id AS source_id, t.categ_id AS categ_id, s.pricelist_id AS pricelist_id, s.analytic_account_id AS analytic_account_id, s.team_id AS team_id, p.product_tmpl_id, partner.country_id AS country_id, partner.industry_id AS industry_id, partner.commercial_partner_id AS commercial_partner_id, 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, 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, l.discount AS discount, CASE WHEN l.product_id IS NOT NULL THEN SUM(l.price_unit * l.product_uom_qty * l.discount / 100.0 / {self._case_value_or_one('s.currency_rate')} * {self._case_value_or_one('currency_table.rate')} ) ELSE 0 END AS discount_amount, s.id AS order_id""" additional_fields_info = self._select_additional_fields() template = """, %s AS %s""" for fname, query_info in additional_fields_info.items(): select_ += template % (query_info, fname) return select_ def _case_value_or_one(self, value): return f"""CASE COALESCE({value}, 0) WHEN 0 THEN 1.0 ELSE {value} END""" def _select_additional_fields(self): """Hook to return additional fields SQL specification for select part of the table query. :returns: mapping field -> SQL computation of field, will be converted to '_ AS _field' in the final table definition :rtype: dict """ return {} def _from_sale(self): return """ sale_order_line l LEFT JOIN sale_order s ON s.id=l.order_id JOIN res_partner partner ON s.partner_id = partner.id LEFT JOIN product_product p ON l.product_id=p.id LEFT JOIN product_template t ON p.product_tmpl_id=t.id LEFT JOIN uom_uom u ON u.id=l.product_uom LEFT JOIN uom_uom u2 ON u2.id=t.uom_id JOIN {currency_table} ON currency_table.company_id = s.company_id """.format( currency_table=self.env['res.currency']._get_query_currency_table( { 'multi_company': True, 'date': {'date_to': fields.Date.today()} }), ) def _where_sale(self): return """ l.display_type IS NULL""" def _group_by_sale(self): return """ l.product_id, l.order_id, t.uom_id, t.categ_id, s.name, s.date_order, s.partner_id, s.user_id, s.state, s.company_id, s.campaign_id, s.medium_id, s.source_id, s.pricelist_id, s.analytic_account_id, s.team_id, p.product_tmpl_id, partner.country_id, partner.industry_id, partner.commercial_partner_id, l.discount, s.id, currency_table.rate""" def _query(self): with_ = self._with_sale() return f""" {"WITH" + with_ + "(" if with_ else ""} SELECT {self._select_sale()} FROM {self._from_sale()} WHERE {self._where_sale()} GROUP BY {self._group_by_sale()} {")" if with_ else ""} """ @property def _table_query(self): return self._query()