[IMP] pos_sale: Add analysis report about total sales from pos, eCommerce and sale
Purpose ======= Create one report where we can see all sales (sales from sales, eCommerce, POS) grouped by channels Specification ============= New Report Sales > Reports , the name should be "All Channels Sales Orders" This report contains the following fields : name date product_id partner_id company_id user_id price_total pricelist_id categ_id = product_categ_id invoiced = amount to invoice analytic_account_id team_name country_id We thought about doing a kind of sale_order_common report, but we cannot re-use sale.report because of some field (qty_delivered, ...) that we cannot compute on pos orders.
This commit is contained in:
Akash Bhavsar
committed by
Yannick Tivisse
Yannick Tivisse
parent
c9b74a047c
commit
bf9cbcc8d8
@@ -2,3 +2,4 @@
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import models
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from . import report
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import report_all_channels_sales
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import models
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class PosSaleReport(models.Model):
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_inherit = "report.all.channels.sales"
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def _pos(self):
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pos_str = """
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SELECT
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(-1) * pol.id AS id,
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pos.name AS name,
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pos.partner_id AS partner_id,
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pol.product_id AS product_id,
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pro.product_tmpl_id AS product_tmpl_id,
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pos.date_order AS date_order,
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pos.user_id AS user_id,
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pt.categ_id AS categ_id,
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pos.company_id AS company_id,
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((pol.qty * pol.price_unit) * (100 - pol.discount) / 100) AS price_total,
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pos.pricelist_id AS pricelist_id,
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rp.country_id AS country_id,
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(pol.qty * pol.price_unit) AS price_subtotal,
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(pol.qty * u.factor) AS product_qty,
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NULL AS analytic_account_id,
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config.crm_team_id AS team_id
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FROM pos_order_line AS pol
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JOIN pos_order pos ON (pos.id = pol.order_id)
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LEFT JOIN pos_session session ON (session.id = pos.session_id)
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LEFT JOIN pos_config config ON (config.id = session.config_id)
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LEFT JOIN product_product pro ON (pol.product_id = pro.id)
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LEFT JOIN product_template pt ON (pro.product_tmpl_id = pt.id)
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LEFT JOIN product_category AS pc ON (pt.categ_id = pc.id)
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LEFT JOIN res_company AS rc ON (pos.company_id = rc.id)
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LEFT JOIN res_partner rp ON (rc.partner_id = rp.id)
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LEFT JOIN product_uom u ON (u.id=pt.uom_id)
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"""
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return pos_str
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def _from(self):
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return """(%s UNION ALL %s)""" % (self._so(), self._pos())
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@@ -18,6 +18,7 @@ This module contains all the common features of Sales Management and eCommerce.
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'report/sale_report_views.xml',
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'report/sale_report_templates.xml',
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'report/invoice_report_templates.xml',
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'report/report_all_channels_sales_views.xml',
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'security/sale_security.xml',
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'security/ir.model.access.csv',
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'wizard/sale_make_invoice_advance_views.xml',
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@@ -3,3 +3,4 @@
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from . import sale_report
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from . import invoice_report
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from . import report_all_channels_sales
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# -*- coding: utf-8 -*-
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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, tools
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class PosSaleReport(models.Model):
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_name = "report.all.channels.sales"
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_description = "All sales orders grouped by sales channels"
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_auto = False
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name = fields.Char('Order Reference', readonly=True)
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partner_id = fields.Many2one('res.partner', 'Partner', readonly=True)
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product_id = fields.Many2one('product.product', string='Product', readonly=True)
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product_tmpl_id = fields.Many2one('product.template', 'Product Template', readonly=True)
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date_order = fields.Datetime(string='Date Order', readonly=True)
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user_id = fields.Many2one('res.users', 'Salesperson', readonly=True)
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categ_id = fields.Many2one('product.category', 'Product Category', readonly=True)
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company_id = fields.Many2one('res.company', 'Company', readonly=True)
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price_total = fields.Float('Total', readonly=True)
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pricelist_id = fields.Many2one('product.pricelist', 'Pricelist', readonly=True)
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country_id = fields.Many2one('res.country', 'Partner Country', readonly=True)
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price_subtotal = fields.Float(string='Price Subtotal', readonly=True)
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product_qty = fields.Float('Product Quantity', readonly=True)
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analytic_account_id = fields.Many2one('account.analytic.account', 'Analytic Account', readonly=True)
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team_id = fields.Many2one('crm.team', 'Sales Channel', readonly=True)
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def _so(self):
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so_str = """
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WITH currency_rate as (%s)
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SELECT sol.id AS id,
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so.name AS name,
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so.partner_id AS partner_id,
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sol.product_id AS product_id,
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pro.product_tmpl_id AS product_tmpl_id,
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so.date_order AS date_order,
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so.user_id AS user_id,
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pt.categ_id AS categ_id,
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so.company_id AS company_id,
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sol.price_total / COALESCE(cr.rate, 1.0) AS price_total,
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so.pricelist_id AS pricelist_id,
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rp.country_id AS country_id,
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sol.price_subtotal / COALESCE (cr.rate, 1.0) AS price_subtotal,
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(sol.product_uom_qty / u.factor * u2.factor) as product_qty,
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so.project_id AS analytic_account_id,
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so.team_id AS team_id
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FROM sale_order_line sol
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JOIN sale_order so ON (sol.order_id = so.id)
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LEFT JOIN product_product pro ON (sol.product_id = pro.id)
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JOIN res_partner rp ON (so.partner_id = rp.id)
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LEFT JOIN product_template pt ON (pro.product_tmpl_id = pt.id)
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LEFT JOIN product_pricelist pp ON (so.pricelist_id = pp.id)
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LEFT JOIN currency_rate cr ON (cr.currency_id = pp.currency_id AND
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cr.company_id = so.company_id AND
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cr.date_start <= COALESCE(so.date_order, now()) AND
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(cr.date_end IS NULL OR cr.date_end > COALESCE(so.date_order, now())))
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LEFT JOIN product_uom u on (u.id=sol.product_uom)
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LEFT JOIN product_uom u2 on (u2.id=pt.uom_id)
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""" % self.env['res.currency']._select_companies_rates()
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return so_str
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def _from(self):
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return """(%s)""" % (self._so())
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def get_main_request(self):
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request = """
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CREATE or REPLACE VIEW %s AS
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SELECT id AS id,
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name,
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partner_id,
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product_id,
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product_tmpl_id,
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date_order,
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user_id,
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categ_id,
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company_id,
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price_total,
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pricelist_id,
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analytic_account_id,
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country_id,
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team_id,
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price_subtotal,
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product_qty
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FROM %s
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AS foo""" % (self._table, self._from())
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return request
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@api.model_cr
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def init(self):
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tools.drop_view_if_exists(self.env.cr, self._table)
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self.env.cr.execute(self.get_main_request())
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@@ -0,0 +1,38 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="report_all_channels_sales_view_pivot" model="ir.ui.view">
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<field name="name">report.all.channels.sales.pivot</field>
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<field name="model">report.all.channels.sales</field>
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<field name="arch" type="xml">
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<pivot string="All Channels Sales Orders Analysis">
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<field name="name" type="row"/>
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<field name="price_total" string="Total Price" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="report_all_channels_sales_view_search" model="ir.ui.view">
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<field name="name">report.all.channels.sales.search</field>
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<field name="model">report.all.channels.sales</field>
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<field name="arch" type="xml">
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<search string="All Channels Sales Orders Analysis">
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<field name="date_order"/>
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<filter string="Current Year Sales" name="current_year" domain="[('date_order','>=',time.strftime('%%Y-01-01'))]"/>
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<group expand="1" string="Group By">
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<filter string="Sales Channel" name="team_id" context="{'group_by':'team_id'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="report_all_channels_sales_action" model="ir.actions.act_window">
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<field name="name">All Channels Sales Orders</field>
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<field name="res_model">report.all.channels.sales</field>
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<field name="view_mode">pivot</field>
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<field name="view_id" ref="report_all_channels_sales_view_pivot"/>
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<field name="search_view_id" ref="report_all_channels_sales_view_search"/>
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<field name="context">{'search_default_team_id': 1, 'search_default_current_year': 1}</field>
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</record>
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<menuitem action="report_all_channels_sales_action" id="report_all_channels_sales" name="All Channels Sales Orders" parent="sales_team.menu_sale_report"/>
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</odoo>
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@@ -51,3 +51,5 @@ access_account_journal_sale_manager,account.journal sale manager,account.model_a
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access_account_invoice_tax_sale_manager,account.invoice.tax sale manager,account.model_account_invoice_tax,sales_team.group_sale_salesman,1,0,0,0
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access_account_tax_group_sale_manager,account.tax.group sale manager,account.model_account_tax_group,sales_team.group_sale_salesman,1,0,0,0
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access_account_account_sale_manager,account.account sale manager,account.model_account_account,sales_team.group_sale_manager,1,0,0,0
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access_report_all_channels_sales_salesman,report.all.channels.sales,model_report_all_channels_sales,sales_team.group_sale_salesman,1,1,1,0
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access_report_all_channels_sales_manager,report.all.channels.sales,model_report_all_channels_sales,sales_team.group_sale_manager,1,1,1,1
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@@ -1,2 +1,5 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import controllers
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from . import models
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