sale margin report export excel print

custom_addons/dashboard/__init__.py

@@ -1 +1,2 @@
+from . import controllers
 from . import models

custom_addons/dashboard/controllers/__init__.py

@@ -0,0 +1 @@
+from . import sale_margin_excel

custom_addons/dashboard/controllers/sale_margin_excel.py

@@ -0,0 +1,146 @@
+import io
+import json
+import xlsxwriter
+from odoo import http
+from odoo.http import request
+
+class SaleMarginController(http.Controller):
+
+    @http.route('/sale_margin/report_excel', type='http', auth='user', methods=['POST'], csrf=False)
+    def report_excel(self, **post):
+        try:
+            # Safely get JSON data from the POST body
+            data = json.loads(request.httprequest.data) or {}
+            col_model = data.get('colModel')
+            grid_data = data.get('gridData')
+
+            if not col_model or not grid_data:
+                return request.make_response('Missing data', [('Content-Type', 'text/plain')])
+
+                # ---------------------------------------------
+                # 1️⃣ Create Excel in memory
+                # ---------------------------------------------
+            output = io.BytesIO()
+            workbook = xlsxwriter.Workbook(output, {'in_memory': True})
+            worksheet = workbook.add_worksheet('Sale Margin Report')
+
+            # ---------------------------------------------
+            # 2️⃣ Define Excel formats
+            # ---------------------------------------------
+            title_fmt = workbook.add_format({
+                'bold': True, 'font_size': 16, 'font_color': 'white',
+                'align': 'center', 'valign': 'vcenter',
+                'bg_color': '#4F81BD', 'border': 1
+            })
+            header_fmt = workbook.add_format({
+                'bold': True, 'font_size': 11, 'font_color': 'white',
+                'align': 'center', 'valign': 'vcenter',
+                'bg_color': '#366092', 'border': 1
+            })
+            text_fmt = workbook.add_format({
+                'font_size': 10, 'align': 'left', 'valign': 'vcenter', 'border': 1
+            })
+            float_fmt = workbook.add_format({
+                'font_size': 10, 'align': 'right', 'valign': 'vcenter',
+                'border': 1, 'num_format': '#,##0.00'
+            })
+            group_fmt = workbook.add_format({
+                'bold': True, 'font_size': 11, 'align': 'left',
+                'bg_color': '#DCE6F1', 'border': 1
+            })
+            subtotal_fmt = workbook.add_format({
+                'bold': True, 'font_size': 10, 'align': 'right',
+                'bg_color': '#EAF1DD', 'border': 1, 'num_format': '#,##0.00'
+            })
+
+            # ---------------------------------------------
+            # 3️⃣ Title and headers
+            # ---------------------------------------------
+            visible_cols = [c for c in col_model if not c.get('hidden')]
+            visible_cols.pop(-1)
+            last_col = len(visible_cols) - 1
+
+            worksheet.merge_range(0, 0, 0, last_col, 'SALE MARGIN REPORT', title_fmt)
+
+            for col_idx, col in enumerate(visible_cols):
+                worksheet.write(1, col_idx, col.get('title', col.get('dataIndx', '')), header_fmt)
+                worksheet.set_column(col_idx, col_idx, 15)
+
+            # ---------------------------------------------
+            # 4️⃣ Group data by "tag"
+            # ---------------------------------------------
+            group_field = 'tags'  # <-- adjust if your grouping field has a different key name
+            grouped = {}
+            for row in grid_data:
+                group_key = row.get(group_field, 'Ungrouped')
+                grouped.setdefault(group_key, []).append(row)
+
+            # ---------------------------------------------
+            # 5️⃣ Write grouped data + subtotal per group
+            # ---------------------------------------------
+            row_pos = 2
+            for group_name, rows in grouped.items():
+                # Group header
+                worksheet.merge_range(row_pos, 0, row_pos, last_col, f'Group: {group_name}', group_fmt)
+                row_pos += 1
+
+                # Track totals per numeric column
+                group_sums = [0.0] * len(visible_cols)
+
+                # Track margin_percent separately
+                margin_sum = 0
+                margin_count = 0
+                margin_idx = None
+
+                # Find index of margin_percent column
+                for idx, col in enumerate(visible_cols):
+                    if col.get('dataIndx') == 'margin_percent':
+                        margin_idx = idx
+                        break
+
+                # Write group rows
+                for row_data in rows:
+                    for col_idx, col in enumerate(visible_cols):
+                        key = col.get('dataIndx')
+                        val = row_data.get(key, '')
+
+                        if isinstance(val, (int, float)):
+                            if key == 'margin_percent':
+                                margin_sum += val
+                                margin_count += 1
+                                worksheet.write_number(row_pos, col_idx, val, float_fmt)
+                            else:
+                                worksheet.write_number(row_pos, col_idx, val, float_fmt)
+                                group_sums[col_idx] += val
+                        else:
+                            worksheet.write(row_pos, col_idx, str(val), text_fmt)
+                    row_pos += 1
+
+                # Subtotal line
+                worksheet.write(row_pos, 0, f'{group_name} Total', subtotal_fmt)
+                for col_idx, total in enumerate(group_sums):
+                    if col_idx > 0 and total != 0:
+                        worksheet.write_number(row_pos, col_idx, total, subtotal_fmt)
+
+                # Write margin_percent average
+                if margin_idx is not None and margin_count > 0:
+                    margin_avg = margin_sum / margin_count
+                    worksheet.write_number(row_pos, margin_idx, margin_avg, subtotal_fmt)
+
+                row_pos += 2  # leave a blank line after subtotal
+
+            # ---------------------------------------------
+            # Finalize and return file
+            # ---------------------------------------------
+            workbook.close()
+            output.seek(0)
+            filecontent = output.read()
+
+            headers = [
+                ('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'),
+                ('Content-Disposition', 'attachment; filename="Sale_Margin_Report.xlsx"'),
+            ]
+            return request.make_response(filecontent, headers=headers)
+
+        except Exception as e:
+            return request.make_response(f"Error: {str(e)}", [('Content-Type', 'text/plain')])

custom_addons/dashboard/models/stock_dashboard.py

@@ -2,6 +2,7 @@ from odoo import models, fields, api, _
 from odoo.exceptions import UserError, ValidationError
 from collections import defaultdict
 from functools import reduce
+import pytz
 
 from datetime import datetime, time
 
@@ -12,8 +13,22 @@ class SamashtiDashboard(models.AbstractModel):
 
     @api.model
     def get_stock_moves_data(self, from_date,to_date):
-        fromDate = "'"+str(from_date)+" 00:00:00'"
+        from_date_obj = datetime.strptime(from_date, '%Y-%m-%d').date()
-        toDate = "'"+str(to_date)+" 23:59:59'"
+        to_date_obj = datetime.strptime(to_date, '%Y-%m-%d').date()
+
+        # Get user's timezone
+        user_tz = self.env.user.tz or 'UTC'
+        local_tz = pytz.timezone(user_tz)
+
+        # Convert local datetime to UTC
+        from_local = local_tz.localize(datetime.combine(from_date_obj, time.min))
+        to_local = local_tz.localize(datetime.combine(to_date_obj, time.max))
+        from_utc = from_local.astimezone(pytz.UTC)
+        to_utc = to_local.astimezone(pytz.UTC)
+
+        # Convert to string in Odoo datetime format
+        fromDate = "'"+str(fields.Datetime.to_string(from_utc))+"'"
+        toDate = "'"+str(fields.Datetime.to_string(to_utc))+"'"
 
         sql = f"""
                  SELECT 
@@ -126,97 +141,86 @@ class SamashtiDashboard(models.AbstractModel):
             return []
 
     @api.model
-    def get_sale_margin_data(self,from_date,to_date):
+    def get_sale_margin_data(self, from_date, to_date):
-        fromDate = "'"+str(from_date)+" 00:00:00'"
+        # Get user's timezone
-        toDate = "'"+str(to_date)+" 23:59:59'"
+        from_date_obj = datetime.strptime(from_date, '%Y-%m-%d').date()
-        datas = []
+        to_date_obj = datetime.strptime(to_date, '%Y-%m-%d').date()
 
+        # Get user's timezone
+        user_tz = self.env.user.tz or 'UTC'
+        local_tz = pytz.timezone(user_tz)
+
+        # Convert local datetime to UTC
+        from_local = local_tz.localize(datetime.combine(from_date_obj, time.min))
+        to_local = local_tz.localize(datetime.combine(to_date_obj, time.max))
+        from_utc = from_local.astimezone(pytz.UTC)
+        to_utc = to_local.astimezone(pytz.UTC)
+
+        # Convert to string in Odoo datetime format
+        from_datetime = fields.Datetime.to_string(from_utc)
+        to_datetime = fields.Datetime.to_string(to_utc)
+        # Search for posted invoices within the date range
+        invoice_ids = self.env['account.move'].search([
+            ('state', '=', 'posted'),
+            ('invoice_date', '>=', from_datetime),
+            ('invoice_date', '<=', to_datetime)
+        ])
+        # Read sale orders linked to those invoices
         sale_orders = self.env['sale.order'].search_read(
             [
                 ('state', '=', 'sale'),
-                ('date_order', '>=', fromDate),
+                ('invoice_ids', 'in', invoice_ids.ids)
-                ('date_order', '<=', toDate)
             ],
-            ['id', 'name', 'amount_untaxed', 'partner_id', 'total_production_cost','date_order']
+            [
+                'id', 'name', 'amount_untaxed', 'partner_id',
+                'total_production_cost', 'date_order', 'order_line'
+            ]
         )
 
-        for r in sale_orders:
+        datas = []
-            cost = r['total_production_cost']
+
-            sale_price = r['amount_untaxed']
+        for order_data in sale_orders:
+            order = self.env['sale.order'].browse(order_data['id'])
+
+            cost = order_data['total_production_cost'] or 0.0
+            sale_price = order_data['amount_untaxed'] or 0.0
             margin = sale_price - cost
             margin_percent = (margin / sale_price * 100) if sale_price else 0.0
-            customer = r['partner_id'][-1]
+
-            quantity = sum(self.env['sale.order'].browse(r['id']).order_line.mapped('product_uom_qty'))
+            customer = order_data['partner_id'][-1] if order_data['partner_id'] else "Unknown"
-            weight = str(sum(self.env['sale.order'].browse(r['id']).order_line.mapped('bag_weight')))+" kg"
+            quantity = sum(order.order_line.mapped('product_uom_qty'))
-            date = self.env['sale.order'].browse(r['id']).invoice_ids.invoice_date
+            weight = f"{sum(order.order_line.mapped('bag_weight'))} kg"
-            invoice = self.env['sale.order'].browse(r['id']).invoice_ids.name
+
+            # Combine product tags
+            product_tags = ', '.join(
+                tag.name for tag in order.order_line.mapped('product_id.all_product_tag_ids')
+            )
+
+            # Combine invoice names and dates
+            if order.invoice_ids:
+                invoice = ', '.join(inv.name for inv in order.invoice_ids)
+                date = ', '.join(str(inv.invoice_date) for inv in order.invoice_ids if inv.invoice_date)
+            else:
+                invoice = "N/A"
+                date = "No invoices"
 
             datas.append({
-                'sale_order': r['name'],
+                'sale_order': order_data['name'],
-                'id':r['id'],
+                'id': order_data['id'],
-                'weight':weight,
+                'weight': weight,
-                'invoice':invoice,
+                'tags': product_tags,
-                'customer':customer,
+                'invoice': invoice,
-                'quantity':quantity,
+                'customer': customer,
+                'quantity': quantity,
                 'cost': cost,
-                'date':date,
+                'date': date,
                 'sale_price': sale_price,
                 'margin': margin,
-                'margin_percent':margin_percent
+                'margin_percent': margin_percent,
             })
+
         return datas
 
-        where_caluse = f" AND so.date_order BETWEEN {fromDate} AND {toDate}"
-        sql = """
-        SELECT 
-            so.name AS sale_order,
-            COALESCE(pp.default_code, '') AS product_code,
-            '[' || (COALESCE(pp.default_code, '') || '] ' || jsonb_extract_path_text(pt.name, rp.lang)) AS product_name,
-            pc.complete_name AS category,
-            sl.product_uom_qty AS quantity,
-            COALESCE(sl.unit_prod_cost, 1) AS unit_cost,
-            COALESCE(sl.price_unit, 1) AS unit_sale_price,
-            ABS(COALESCE(sl.unit_prod_cost, 1) - COALESCE(sl.price_unit, 1)) AS margin,
-            sl.product_uom_qty * COALESCE(sl.unit_prod_cost, 1) AS total_cost,
-            sl.product_uom_qty * COALESCE(sl.price_unit, 1) AS total_sale_price,
-            ABS((sl.product_uom_qty * COALESCE(sl.unit_prod_cost, 1))
-                - (sl.product_uom_qty * COALESCE(sl.price_unit, 1))) AS total_margin
-        FROM sale_order_line sl
-        JOIN sale_order so 
-            ON so.id = sl.order_id
-        JOIN product_product pp 
-            ON pp.id = sl.product_id
-        JOIN product_template pt 
-            ON pt.id = pp.product_tmpl_id
-        LEFT JOIN product_category pc 
-            ON pc.id = pt.categ_id
-        JOIN res_company rc 
-            ON rc.id = sl.company_id
-        JOIN res_partner rp 
-            ON rp.id = rc.partner_id
-        WHERE sl.state = 'sale'
-
-        """
-        if where_caluse:
-            sql += where_caluse
-        self.env.cr.execute(sql)
-        data = self.env.cr.dictfetchall()
-        if data:
-            return data
-        else:
-            return []
-
-    def _get_production_cost(self, sale_order_id):
-        sale_order = self.env['sale.order'].browse(sale_order_id)
-        cost = 0.0
-        for line in sale_order.order_line.filtered(lambda l: l.product_id.type == 'consu'):
-            line_cost = line.purchase_price or 0
-            cost += line_cost * line.product_uom_qty
-        for line in sale_order.order_line.filtered(lambda l: l.product_id.type == 'service' and l.price_total > 0):
-            cost += line.price_total
-
-        return cost
-
     def action_view_sale_orders(self, id):
         result = self.env['ir.actions.act_window']._for_xml_id('sale.action_orders')
         result['views'] = [(self.env.ref('sale.view_order_form', False).id, 'form')]

custom_addons/dashboard/static/src/components/pqgrid_dashboard/pqgrid_stock_dashboard.js

@@ -156,6 +156,46 @@ export class SamashtiDashboard extends Component {
 
     }
 
+
+        async export_Excel() {
+            try {
+                if ($(this.gridSaleContainer.el).length > 0) {
+                    const grid = $(this.gridSaleContainer.el).pqGrid('instance');
+                    const colModel = grid.option('colModel');
+                    const dataModel = grid.option('dataModel');
+                    const gridData = dataModel.data || dataModel;
+
+                    const response = await fetch('/sale_margin/report_excel', {
+                        method: 'POST',
+                        headers: {
+                            'Content-Type': 'application/json',
+                        },
+                        body: JSON.stringify({
+                            colModel: colModel,
+                            gridData: gridData,
+                        }),
+                    });
+
+                    if (!response.ok) {
+                        throw new Error(`HTTP ${response.status}`);
+                    }
+
+                    const blob = await response.blob();
+                    const url = window.URL.createObjectURL(blob);
+                    const a = document.createElement('a');
+                    a.href = url;
+                    a.download = 'Sale_Margin_Report.xlsx';
+                    document.body.appendChild(a);
+                    a.click();
+                    a.remove();
+                }
+            } catch (error) {
+                console.error('Export failed:', error);
+                alert('Export failed: ' + error.message);
+            }
+        }
+
+
     // --- Define grid columns
     async getColumns() {
         return [
@@ -176,9 +216,10 @@ export class SamashtiDashboard extends Component {
     async getSaleColumns(){
      return[
             { title: "Sale Order", dataIndx: "sale_order", width: 100,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
-            { title: "Invoice", dataIndx: "invoice", width: 100,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
-            { title: "Customer", dataIndx: "customer", width: 280,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
             { title: "Date", dataIndx: "date", width: 150 },
+            { title: "Invoice", dataIndx: "invoice", width: 180,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
+            { title: "Customer", dataIndx: "customer", width: 280,filter: { type: 'textbox', condition: 'contain', listeners: ['keyup'] } },
+            { title: "Tags", dataIndx:"tags", width:100, },
             { title: "Quantity", dataIndx: "quantity", width: 120, dataType: "float", format: "#,###.00",summary: { type: "sum" },align: "right"  },
             { title: "Weight", dataIndx: "weight", width: 150 },
             { title: "Production Cost", dataIndx: "cost", width: 120, dataType: "float", format: "#,###.00",summary: { type: "sum" },align: "right"  },
@@ -307,15 +348,9 @@ export class SamashtiDashboard extends Component {
         colModel: columns,
         toolbar: {
             items: [
-                {
-                    type: 'select',
-                    label: '<span style="color: #555; font-size: 13px;">Format:</span>',
-                    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);
-        }
-    }
 }