sale margin report export excel print
This commit is contained in:
parent
0aeb0132cc
commit
4b90321123
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@ -1 +1,2 @@
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from . import controllers
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from . import models
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@ -0,0 +1 @@
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from . import sale_margin_excel
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@ -0,0 +1,146 @@
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import io
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import json
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import xlsxwriter
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from odoo import http
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from odoo.http import request
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class SaleMarginController(http.Controller):
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@http.route('/sale_margin/report_excel', type='http', auth='user', methods=['POST'], csrf=False)
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def report_excel(self, **post):
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try:
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# Safely get JSON data from the POST body
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data = json.loads(request.httprequest.data) or {}
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col_model = data.get('colModel')
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grid_data = data.get('gridData')
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if not col_model or not grid_data:
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return request.make_response('Missing data', [('Content-Type', 'text/plain')])
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# ---------------------------------------------
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# 1️⃣ Create Excel in memory
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# ---------------------------------------------
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output = io.BytesIO()
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workbook = xlsxwriter.Workbook(output, {'in_memory': True})
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worksheet = workbook.add_worksheet('Sale Margin Report')
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# ---------------------------------------------
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# 2️⃣ Define Excel formats
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# ---------------------------------------------
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title_fmt = workbook.add_format({
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'bold': True, 'font_size': 16, 'font_color': 'white',
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'align': 'center', 'valign': 'vcenter',
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'bg_color': '#4F81BD', 'border': 1
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})
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header_fmt = workbook.add_format({
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'bold': True, 'font_size': 11, 'font_color': 'white',
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'align': 'center', 'valign': 'vcenter',
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'bg_color': '#366092', 'border': 1
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})
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text_fmt = workbook.add_format({
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'font_size': 10, 'align': 'left', 'valign': 'vcenter', 'border': 1
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})
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float_fmt = workbook.add_format({
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'font_size': 10, 'align': 'right', 'valign': 'vcenter',
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'border': 1, 'num_format': '#,##0.00'
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})
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group_fmt = workbook.add_format({
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'bold': True, 'font_size': 11, 'align': 'left',
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'bg_color': '#DCE6F1', 'border': 1
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})
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subtotal_fmt = workbook.add_format({
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'bold': True, 'font_size': 10, 'align': 'right',
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'bg_color': '#EAF1DD', 'border': 1, 'num_format': '#,##0.00'
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})
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# ---------------------------------------------
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# 3️⃣ Title and headers
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# ---------------------------------------------
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visible_cols = [c for c in col_model if not c.get('hidden')]
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visible_cols.pop(-1)
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last_col = len(visible_cols) - 1
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worksheet.merge_range(0, 0, 0, last_col, 'SALE MARGIN REPORT', title_fmt)
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for col_idx, col in enumerate(visible_cols):
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worksheet.write(1, col_idx, col.get('title', col.get('dataIndx', '')), header_fmt)
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worksheet.set_column(col_idx, col_idx, 15)
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# ---------------------------------------------
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# 4️⃣ Group data by "tag"
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# ---------------------------------------------
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group_field = 'tags' # <-- adjust if your grouping field has a different key name
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grouped = {}
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for row in grid_data:
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group_key = row.get(group_field, 'Ungrouped')
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grouped.setdefault(group_key, []).append(row)
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# ---------------------------------------------
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# 5️⃣ Write grouped data + subtotal per group
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# ---------------------------------------------
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row_pos = 2
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for group_name, rows in grouped.items():
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# Group header
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worksheet.merge_range(row_pos, 0, row_pos, last_col, f'Group: {group_name}', group_fmt)
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row_pos += 1
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# Track totals per numeric column
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group_sums = [0.0] * len(visible_cols)
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# Track margin_percent separately
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margin_sum = 0
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margin_count = 0
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margin_idx = None
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# Find index of margin_percent column
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for idx, col in enumerate(visible_cols):
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if col.get('dataIndx') == 'margin_percent':
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margin_idx = idx
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break
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# Write group rows
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for row_data in rows:
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for col_idx, col in enumerate(visible_cols):
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key = col.get('dataIndx')
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val = row_data.get(key, '')
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if isinstance(val, (int, float)):
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if key == 'margin_percent':
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margin_sum += val
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margin_count += 1
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worksheet.write_number(row_pos, col_idx, val, float_fmt)
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else:
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worksheet.write_number(row_pos, col_idx, val, float_fmt)
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group_sums[col_idx] += val
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else:
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worksheet.write(row_pos, col_idx, str(val), text_fmt)
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row_pos += 1
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# Subtotal line
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worksheet.write(row_pos, 0, f'{group_name} Total', subtotal_fmt)
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for col_idx, total in enumerate(group_sums):
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if col_idx > 0 and total != 0:
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worksheet.write_number(row_pos, col_idx, total, subtotal_fmt)
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# Write margin_percent average
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if margin_idx is not None and margin_count > 0:
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margin_avg = margin_sum / margin_count
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worksheet.write_number(row_pos, margin_idx, margin_avg, subtotal_fmt)
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row_pos += 2 # leave a blank line after subtotal
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# ---------------------------------------------
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# Finalize and return file
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# ---------------------------------------------
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workbook.close()
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output.seek(0)
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filecontent = output.read()
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headers = [
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('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'),
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('Content-Disposition', 'attachment; filename="Sale_Margin_Report.xlsx"'),
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]
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return request.make_response(filecontent, headers=headers)
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except Exception as e:
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return request.make_response(f"Error: {str(e)}", [('Content-Type', 'text/plain')])
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@ -2,6 +2,7 @@ from odoo import models, fields, api, _
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from odoo.exceptions import UserError, ValidationError
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from collections import defaultdict
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from functools import reduce
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import pytz
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from datetime import datetime, time
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@ -12,8 +13,22 @@ class SamashtiDashboard(models.AbstractModel):
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@api.model
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def get_stock_moves_data(self, from_date,to_date):
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fromDate = "'"+str(from_date)+" 00:00:00'"
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toDate = "'"+str(to_date)+" 23:59:59'"
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from_date_obj = datetime.strptime(from_date, '%Y-%m-%d').date()
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to_date_obj = datetime.strptime(to_date, '%Y-%m-%d').date()
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# Get user's timezone
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user_tz = self.env.user.tz or 'UTC'
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local_tz = pytz.timezone(user_tz)
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# Convert local datetime to UTC
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from_local = local_tz.localize(datetime.combine(from_date_obj, time.min))
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to_local = local_tz.localize(datetime.combine(to_date_obj, time.max))
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from_utc = from_local.astimezone(pytz.UTC)
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to_utc = to_local.astimezone(pytz.UTC)
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# Convert to string in Odoo datetime format
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fromDate = "'"+str(fields.Datetime.to_string(from_utc))+"'"
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toDate = "'"+str(fields.Datetime.to_string(to_utc))+"'"
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sql = f"""
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SELECT
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return []
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@api.model
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def get_sale_margin_data(self,from_date,to_date):
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fromDate = "'"+str(from_date)+" 00:00:00'"
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toDate = "'"+str(to_date)+" 23:59:59'"
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datas = []
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def get_sale_margin_data(self, from_date, to_date):
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# Get user's timezone
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from_date_obj = datetime.strptime(from_date, '%Y-%m-%d').date()
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to_date_obj = datetime.strptime(to_date, '%Y-%m-%d').date()
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# Get user's timezone
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user_tz = self.env.user.tz or 'UTC'
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local_tz = pytz.timezone(user_tz)
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# Convert local datetime to UTC
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from_local = local_tz.localize(datetime.combine(from_date_obj, time.min))
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to_local = local_tz.localize(datetime.combine(to_date_obj, time.max))
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from_utc = from_local.astimezone(pytz.UTC)
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to_utc = to_local.astimezone(pytz.UTC)
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# Convert to string in Odoo datetime format
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from_datetime = fields.Datetime.to_string(from_utc)
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to_datetime = fields.Datetime.to_string(to_utc)
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# Search for posted invoices within the date range
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invoice_ids = self.env['account.move'].search([
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('state', '=', 'posted'),
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('invoice_date', '>=', from_datetime),
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('invoice_date', '<=', to_datetime)
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])
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# Read sale orders linked to those invoices
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sale_orders = self.env['sale.order'].search_read(
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[
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('state', '=', 'sale'),
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('date_order', '>=', fromDate),
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('date_order', '<=', toDate)
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('invoice_ids', 'in', invoice_ids.ids)
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],
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['id', 'name', 'amount_untaxed', 'partner_id', 'total_production_cost','date_order']
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[
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'id', 'name', 'amount_untaxed', 'partner_id',
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'total_production_cost', 'date_order', 'order_line'
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]
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)
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for r in sale_orders:
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cost = r['total_production_cost']
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sale_price = r['amount_untaxed']
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datas = []
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for order_data in sale_orders:
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order = self.env['sale.order'].browse(order_data['id'])
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cost = order_data['total_production_cost'] or 0.0
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sale_price = order_data['amount_untaxed'] or 0.0
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margin = sale_price - cost
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margin_percent = (margin / sale_price * 100) if sale_price else 0.0
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customer = r['partner_id'][-1]
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quantity = sum(self.env['sale.order'].browse(r['id']).order_line.mapped('product_uom_qty'))
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weight = str(sum(self.env['sale.order'].browse(r['id']).order_line.mapped('bag_weight')))+" kg"
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date = self.env['sale.order'].browse(r['id']).invoice_ids.invoice_date
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invoice = self.env['sale.order'].browse(r['id']).invoice_ids.name
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customer = order_data['partner_id'][-1] if order_data['partner_id'] else "Unknown"
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quantity = sum(order.order_line.mapped('product_uom_qty'))
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weight = f"{sum(order.order_line.mapped('bag_weight'))} kg"
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# Combine product tags
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product_tags = ', '.join(
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tag.name for tag in order.order_line.mapped('product_id.all_product_tag_ids')
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)
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# Combine invoice names and dates
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if order.invoice_ids:
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invoice = ', '.join(inv.name for inv in order.invoice_ids)
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date = ', '.join(str(inv.invoice_date) for inv in order.invoice_ids if inv.invoice_date)
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else:
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invoice = "N/A"
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date = "No invoices"
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datas.append({
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'sale_order': r['name'],
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'id':r['id'],
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'weight':weight,
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'invoice':invoice,
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'customer':customer,
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'quantity':quantity,
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'sale_order': order_data['name'],
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'id': order_data['id'],
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'weight': weight,
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'tags': product_tags,
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'invoice': invoice,
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'customer': customer,
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'quantity': quantity,
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'cost': cost,
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'date':date,
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'date': date,
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'sale_price': sale_price,
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'margin': margin,
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'margin_percent':margin_percent
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'margin_percent': margin_percent,
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})
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return datas
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where_caluse = f" AND so.date_order BETWEEN {fromDate} AND {toDate}"
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sql = """
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SELECT
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so.name AS sale_order,
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COALESCE(pp.default_code, '') AS product_code,
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'[' || (COALESCE(pp.default_code, '') || '] ' || jsonb_extract_path_text(pt.name, rp.lang)) AS product_name,
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pc.complete_name AS category,
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sl.product_uom_qty AS quantity,
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COALESCE(sl.unit_prod_cost, 1) AS unit_cost,
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COALESCE(sl.price_unit, 1) AS unit_sale_price,
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ABS(COALESCE(sl.unit_prod_cost, 1) - COALESCE(sl.price_unit, 1)) AS margin,
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sl.product_uom_qty * COALESCE(sl.unit_prod_cost, 1) AS total_cost,
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sl.product_uom_qty * COALESCE(sl.price_unit, 1) AS total_sale_price,
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ABS((sl.product_uom_qty * COALESCE(sl.unit_prod_cost, 1))
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- (sl.product_uom_qty * COALESCE(sl.price_unit, 1))) AS total_margin
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FROM sale_order_line sl
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JOIN sale_order so
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ON so.id = sl.order_id
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JOIN product_product pp
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ON pp.id = sl.product_id
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JOIN product_template pt
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ON pt.id = pp.product_tmpl_id
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LEFT JOIN product_category pc
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ON pc.id = pt.categ_id
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JOIN res_company rc
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ON rc.id = sl.company_id
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JOIN res_partner rp
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ON rp.id = rc.partner_id
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WHERE sl.state = 'sale'
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"""
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if where_caluse:
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sql += where_caluse
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self.env.cr.execute(sql)
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data = self.env.cr.dictfetchall()
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if data:
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return data
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else:
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return []
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def _get_production_cost(self, sale_order_id):
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sale_order = self.env['sale.order'].browse(sale_order_id)
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cost = 0.0
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for line in sale_order.order_line.filtered(lambda l: l.product_id.type == 'consu'):
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line_cost = line.purchase_price or 0
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cost += line_cost * line.product_uom_qty
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for line in sale_order.order_line.filtered(lambda l: l.product_id.type == 'service' and l.price_total > 0):
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cost += line.price_total
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return cost
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def action_view_sale_orders(self, id):
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result = self.env['ir.actions.act_window']._for_xml_id('sale.action_orders')
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result['views'] = [(self.env.ref('sale.view_order_form', False).id, 'form')]
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@ -156,6 +156,46 @@ export class SamashtiDashboard extends Component {
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}
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async export_Excel() {
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try {
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if ($(this.gridSaleContainer.el).length > 0) {
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const grid = $(this.gridSaleContainer.el).pqGrid('instance');
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const colModel = grid.option('colModel');
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const dataModel = grid.option('dataModel');
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const gridData = dataModel.data || dataModel;
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const response = await fetch('/sale_margin/report_excel', {
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method: 'POST',
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headers: {
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'Content-Type': 'application/json',
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},
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body: JSON.stringify({
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colModel: colModel,
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gridData: gridData,
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}),
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});
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if (!response.ok) {
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throw new Error(`HTTP ${response.status}`);
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}
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const blob = await response.blob();
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const url = window.URL.createObjectURL(blob);
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const a = document.createElement('a');
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a.href = url;
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a.download = 'Sale_Margin_Report.xlsx';
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document.body.appendChild(a);
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a.click();
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a.remove();
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}
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} catch (error) {
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console.error('Export failed:', error);
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alert('Export failed: ' + error.message);
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}
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}
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// --- Define grid columns
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async getColumns() {
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return [
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@ -176,9 +216,10 @@ export class SamashtiDashboard extends Component {
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async getSaleColumns(){
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return[
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{ title: "Sale Order", dataIndx: "sale_order", width: 100,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
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{ title: "Invoice", dataIndx: "invoice", width: 100,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
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{ title: "Customer", dataIndx: "customer", width: 280,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
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{ title: "Date", dataIndx: "date", width: 150 },
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{ title: "Invoice", dataIndx: "invoice", width: 180,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
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{ title: "Customer", dataIndx: "customer", width: 280,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
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{ title: "Tags", dataIndx:"tags", width:100, },
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{ title: "Quantity", dataIndx: "quantity", width: 120, dataType: "float", format: "#,###.00",summary: { type: "sum" },align: "right" },
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{ title: "Weight", dataIndx: "weight", width: 150 },
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{ title: "Production Cost", dataIndx: "cost", width: 120, dataType: "float", format: "#,###.00",summary: { type: "sum" },align: "right" },
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@ -307,15 +348,9 @@ export class SamashtiDashboard extends Component {
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colModel: columns,
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toolbar: {
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items: [
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{
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type: 'select',
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label: '<span style="color: #555; font-size: 13px;">Format:</span>',
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attr: 'id="export_format" style="margin-left: 10px; margin-right: 20px; padding: 5px 10px; border: 1px solid #ddd; border-radius: 4px; background: #fafafa; color: #333; font-size: 13px; min-width: 110px;"',
|
||||
options: [{ xlsx: '📊 Excel', csv: '📝 CSV', htm: '🌐 HTML', json: '🔤 JSON'}]
|
||||
},
|
||||
{ type: "button", label: "Export", icon: "ui-icon-arrowthickstop-1-s",
|
||||
attr: 'style="padding: 8px 16px; border: 1px solid #3498db; border-radius: 6px; background: linear-gradient(135deg, #3498db, #2980b9); color: white; font-weight: 600; font-size: 13px; cursor: pointer; transition: all 0.2s ease; box-shadow: 0 2px 4px rgba(52, 152, 219, 0.3);"',
|
||||
listener: () => this.exportSaleGrid() },
|
||||
listener: () => this.export_Excel() },
|
||||
|
||||
{
|
||||
type: 'button',
|
||||
|
|
@ -347,6 +382,7 @@ export class SamashtiDashboard extends Component {
|
|||
// Then set groupModel using groupOption
|
||||
const groupModel = {
|
||||
on: true,
|
||||
dataIndx: ['tags'],
|
||||
checkbox: true,
|
||||
checkboxHead: true,
|
||||
header:true,
|
||||
|
|
@ -424,64 +460,6 @@ export class SamashtiDashboard extends Component {
|
|||
alert('Unsupported format: ' + format_ex);
|
||||
}
|
||||
}
|
||||
exportSaleGrid() {
|
||||
const format_ex = $("#export_format").val();
|
||||
const grid = $(this.gridSaleContainer.el);
|
||||
|
||||
console.log("Starting export with format:", format_ex);
|
||||
|
||||
// Different handling for different formats
|
||||
switch(format_ex) {
|
||||
case 'xlsx':
|
||||
const blobXlsx = grid.pqGrid("exportData", {
|
||||
format: 'xlsx',
|
||||
render: true
|
||||
});
|
||||
saveAs(blobXlsx, "SaleMarginData.xlsx");
|
||||
break;
|
||||
|
||||
case 'csv':
|
||||
const blobCsv = grid.pqGrid("exportData", {
|
||||
format: 'csv',
|
||||
render: true
|
||||
});
|
||||
// CSV often returns as string
|
||||
if (typeof blobCsv === 'string') {
|
||||
saveAs(new Blob([blobCsv], { type: 'text/csv' }), "StockData.csv");
|
||||
} else {
|
||||
saveAs(blobCsv, "SaleMarginData.csv");
|
||||
}
|
||||
break;
|
||||
|
||||
case 'htm':
|
||||
case 'html':
|
||||
const blobHtml = grid.pqGrid("exportData", {
|
||||
format: 'htm',
|
||||
render: true
|
||||
});
|
||||
if (typeof blobHtml === 'string') {
|
||||
saveAs(new Blob([blobHtml], { type: 'text/html' }), "StockData.html");
|
||||
} else {
|
||||
saveAs(blobHtml, "SaleMarginData.html");
|
||||
}
|
||||
break;
|
||||
|
||||
case 'json':
|
||||
const blobJson = grid.pqGrid("exportData", {
|
||||
format: 'json',
|
||||
render: true
|
||||
});
|
||||
if (typeof blobJson === 'string') {
|
||||
saveAs(new Blob([blobJson], { type: 'application/json' }), "StockData.json");
|
||||
} else {
|
||||
saveAs(blobJson, "SaleMargin.json");
|
||||
}
|
||||
break;
|
||||
|
||||
default:
|
||||
alert('Unsupported format: ' + format_ex);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
|
|
|
|||
Loading…
Reference in New Issue