[MERGE] Account voucher: Sales reciept analysis psql report added
bzr revid: mra@mra-laptop-20101224120221-m0b8ae7iz7btwkmb
This commit is contained in:
Mustufa Rangwala
commit
303af3580a
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@ -48,6 +48,7 @@
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"voucher_sales_purchase_view.xml",
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"account_voucher_wizard.xml",
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"account_voucher_pay_invoice.xml",
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"report/account_voucher_sales_receipt_view.xml",
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"security/account_voucher_security.xml"
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],
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"test" : [
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@ -21,5 +21,6 @@
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import account_voucher
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import account_voucher_print
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import account_voucher_sales_receipt
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,134 @@
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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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 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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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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import time
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from osv import fields, osv
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import pooler
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from tools import config
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import tools
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class sale_receipt_report(osv.osv):
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_name = "sale.receipt.report"
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_description = "Sales Receipt Statistics"
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_auto = False
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_rec_name = 'date'
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_columns = {
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'date': fields.date('Date', readonly=True),
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'year': fields.char('Year', size=4, readonly=True),
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'day': fields.char('Day', size=128, readonly=True),
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'month': fields.selection([('01','January'), ('02','February'), ('03','March'), ('04','April'),
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('05','May'), ('06','June'), ('07','July'), ('08','August'), ('09','September'),
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('10','October'), ('11','November'), ('12','December')], 'Month', readonly=True),
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'currency_id': fields.many2one('res.currency', 'Currency', readonly=True),
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'journal_id': fields.many2one('account.journal', 'Journal', readonly=True),
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'partner_id': fields.many2one('res.partner', 'Partner', readonly=True),
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'company_id': fields.many2one('res.company', 'Company', readonly=True),
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'user_id': fields.many2one('res.users', 'Salesman', readonly=True),
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'price_total': fields.float('Total Without Tax', readonly=True),
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'price_total_tax': fields.float('Total With Tax', readonly=True),
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'nbr':fields.integer('# of Voucher Lines', readonly=True),
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'type': fields.selection([
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('sale','Sale'),
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('purchase','Purchase'),
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('payment','Payment'),
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('receipt','Receipt'),
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],'Type', readonly=True),
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'state': fields.selection([
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('draft','Draft'),
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('proforma','Pro-forma'),
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('posted','Posted'),
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('cancel','Cancelled')
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], 'Voucher State', readonly=True),
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'pay_now':fields.selection([
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('pay_now','Pay Directly'),
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('pay_later','Pay Later or Group Funds'),
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],'Payment', readonly=True),
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'date_due': fields.date('Due Date', readonly=True),
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'account_id': fields.many2one('account.account', 'Account',readonly=True),
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'delay_to_pay': fields.float('Avg. Delay To Pay', readonly=True, group_operator="avg"),
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'due_delay': fields.float('Avg. Due Delay', readonly=True, group_operator="avg")
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}
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_order = 'date desc'
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def init(self, cr):
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tools.drop_view_if_exists(cr, 'sale_receipt_report')
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cr.execute("""
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create or replace view sale_receipt_report as (
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select min(avl.id) as id,
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av.date as date,
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to_char(av.date, 'YYYY') as year,
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to_char(av.date, 'MM') as month,
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to_char(av.date, 'YYYY-MM-DD') as day,
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av.partner_id as partner_id,
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av.currency_id as currency_id,
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av.journal_id as journal_id,
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rp.user_id as user_id,
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av.company_id as company_id,
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count(avl.*) as nbr,
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av.type as type,
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av.state,
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av.pay_now,
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av.date_due as date_due,
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av.account_id as account_id,
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sum(av.amount-av.tax_amount)/(select count(l.id) from account_voucher_line as l
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left join account_voucher as a ON (a.id=l.voucher_id)
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where a.id=av.id) as price_total,
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sum(av.amount)/(select count(l.id) from account_voucher_line as l
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left join account_voucher as a ON (a.id=l.voucher_id)
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where a.id=av.id) as price_total_tax,
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sum((select extract(epoch from avg(date_trunc('day',aml.date_created)-date_trunc('day',l.create_date)))/(24*60*60)::decimal(16,2)
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from account_move_line as aml
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left join account_voucher as a ON (a.move_id=aml.move_id)
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left join account_voucher_line as l ON (a.id=l.voucher_id)
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where a.id=av.id)) as delay_to_pay,
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sum((select extract(epoch from avg(date_trunc('day',a.date_due)-date_trunc('day',a.date)))/(24*60*60)::decimal(16,2)
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from account_move_line as aml
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left join account_voucher as a ON (a.move_id=aml.move_id)
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left join account_voucher_line as l ON (a.id=l.voucher_id)
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where a.id=av.id)) as due_delay
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from account_voucher_line as avl
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left join account_voucher as av on (av.id=avl.voucher_id)
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left join res_partner as rp ON (rp.id=av.partner_id)
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left join account_journal as aj ON (aj.id=av.journal_id)
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where av.type='sale' and aj.type in ('sale','sale_refund')
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group by
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av.date,
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av.id,
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to_char(av.date, 'YYYY'),
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to_char(av.date, 'MM'),
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to_char(av.date, 'YYYY-MM-DD'),
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av.partner_id,
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av.currency_id,
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av.journal_id,
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rp.user_id,
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av.company_id,
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av.type,
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av.state,
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av.date_due,
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av.account_id,
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av.tax_amount,
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av.amount,
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av.tax_amount,
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av.pay_now
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)
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""")
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sale_receipt_report()
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@ -0,0 +1,115 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<openerp>
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<data>
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<record id="view_sale_receipt_report_tree" model="ir.ui.view">
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<field name="name">sale.receipt.report.tree</field>
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<field name="model">sale.receipt.report</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree colors="blue:state in ('draft');gray:state in ('cancel','paid');black:state in ('proforma','proforma2')" string="Sales Receipt Analysis">
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<field name="date" invisible="1"/>
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<field name="user_id" invisible="1"/>
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<field name="year" invisible="1"/>
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<field name="day" invisible="1"/>
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<field name="month" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="currency_id" invisible="1"/>
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<field name="journal_id" invisible="1"/>
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<field name="date_due" invisible="1"/>
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<field name="account_id" invisible="1"/>
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<field name="nbr" sum="# of Voucher Lines"/>
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<field name="price_total" sum="Total Without Tax"/>
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<field name="price_total_tax" sum="Total With Tax"/>
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<field name="due_delay" sum="Avg. Due Delay"/>
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<field name="delay_to_pay" sum="Avg. Delay To Pay"/>
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</tree>
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</field>
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</record>
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<record id="view_sale_receipt_report_graph" model="ir.ui.view">
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<field name="name">sale.receipt.report.graph</field>
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<field name="model">sale.receipt.report</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Sales Receipt Analysis" type="bar">
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<field name="account_id"/>
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<field name="price_total"/>
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</graph>
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</field>
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</record>
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<record id="view_sale_receipt_report_search" model="ir.ui.view">
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<field name="name">sale.receipt.report.search</field>
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<field name="model">sale.receipt.report</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Sales Receipt Analysis">
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<group col="10" colspan="12">
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<filter string="Draft"
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icon="terp-document-new"
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domain="[('state','=','draft')]"
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help = "Draft Vouchers"/>
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<filter string="Pro-forma"
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icon="terp-gtk-media-pause"
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domain="[('state','=','proforma')]"
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help = "Pro-forma Vouchers"/>
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<filter string="Posted"
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name="current"
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icon="terp-check"
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domain="[('state','not in', ('draft','cancel'))]"
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help = "Validated Vouchers"/>
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<separator orientation="vertical"/>
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<field name="partner_id"/>
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<field name="date" string="Voucher Date"/>
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</group>
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<newline/>
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<group expand="0" string="Extended Filters..." groups="base.group_extended">
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<field name="journal_id" widget="selection"/>
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<field name="pay_now"/>
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<field name="account_id"/>
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<separator orientation="vertical"/>
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<field name="date_due"/>
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<field name="company_id" groups="base.group_multi_company" widget="selection"/>
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</group>
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<newline/>
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<group expand="1" string="Group By...">
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<filter string="Partner" name="partner" icon="terp-partner" context="{'group_by':'partner_id'}"/>
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<filter string="Salesman" name='user' icon="terp-personal" context="{'group_by':'user_id'}"/>
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<separator orientation="vertical"/>
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<filter string="State" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
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<filter string="Type" icon="terp-stock_symbol-selection" context="{'group_by':'type'}"/>
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<separator orientation="vertical"/>
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<filter string="Journal" icon="terp-folder-orange" context="{'group_by':'journal_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Due Date" icon="terp-go-today" context="{'group_by':'date_due'}"/>
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<separator orientation="vertical" groups="base.group_multi_company"/>
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<filter string="Company" icon="terp-go-home" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
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<separator orientation="vertical"/>
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<filter string="Day" name="day" icon="terp-go-today" context="{'group_by':'day'}" help="Group by Invoice Date"/>
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<filter string="Month" name="month" icon="terp-go-month" context="{'group_by':'month'}" help="Group by month of Invoice Date"/>
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<filter string="Year" name="year" icon="terp-go-year" context="{'group_by':'year'}" help="Group by year of Invoice Date"/>
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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="action_sale_receipt_report_all" model="ir.actions.act_window">
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<field name="name">Sales Receipt Analysis</field>
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<field name="res_model">sale.receipt.report</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,graph</field>
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<field name="context">{'search_default_current':1, 'search_default_partner':1, 'search_default_customer':1, 'search_default_date': time.strftime('%Y-01-01'), 'group_by':[], 'group_by_no_leaf':1,}</field>
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<field name="search_view_id" ref="view_sale_receipt_report_search"/>
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<field name="help">From this report, you can have an overview of the amount invoiced to your customer as well as payment delays. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
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</record>
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<menuitem action="action_sale_receipt_report_all" id="menu_action_sale_receipt_report_all" parent="account.menu_finance_statistic_report_statement" sequence="3"/>
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</data>
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</openerp>
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