oca-ocb-sale/odoo-bringout-oca-ocb-sale/sale/report/sale_report.py
2025-08-29 15:20:49 +02:00

201 lines
8.7 KiB
Python

# 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()