stock dashboard

This commit is contained in:
Raman Marikanti 2026-02-10 16:48:48 +05:30
parent bdea2c6c3e
commit bc4672e695
1 changed files with 82 additions and 45 deletions

View File

@ -11,8 +11,12 @@ class SamashtiDashboard(models.AbstractModel):
_name = 'samashti.board'
_description = "Samashti Dashboard"
@api.model
def get_stock_moves_data(self, from_date,to_date):
def get_stock_moves_data(self, from_date, to_date):
# Convert string dates to datetime objects
from_date_obj = datetime.strptime(from_date, '%Y-%m-%d').date()
to_date_obj = datetime.strptime(to_date, '%Y-%m-%d').date()
@ -30,14 +34,42 @@ class SamashtiDashboard(models.AbstractModel):
fromDate = "'" + fields.Datetime.to_string(from_local) + "'"
toDate = "'" + fields.Datetime.to_string(to_local) + "'"
# Get opening stock at the beginning of the from_date
opening_context = {
'lang': 'en_US',
'tz': 'Asia/Kolkata',
'to_date': fields.Datetime.to_string(from_local)
}
opening_stock = self.env['product.product'].with_context(**opening_context).search_read(
[('is_storable', '=', True)],
['id', 'name', 'qty_available']
)
# Create opening stock dictionary for easier lookup
opening_dict = {product['id']: product['qty_available'] for product in opening_stock}
# Get closing stock at the end of the to_date
closing_context = {
'lang': 'en_US',
'tz': 'Asia/Kolkata',
'to_date': fields.Datetime.to_string(to_local)
}
closing_stock = self.env['product.product'].with_context(**closing_context).search_read(
[('is_storable', '=', True)],
['id', 'name', 'qty_available']
)
# Create closing stock dictionary for easier lookup
closing_dict = {product['id']: product['qty_available'] for product in closing_stock}
sql = f"""
WITH stock_movements AS (
SELECT
pp.id as product_id,
pp.default_code AS product_code,
pt.name AS product_name,
pt.name->>'en_US' AS product_name,
pc.name AS category,
uom.name AS uom,
uom.name->>'en_US' AS uom,
-- Current Cost (from Valuation Layer)
COALESCE((
SELECT SUM(svl.value) / NULLIF(SUM(svl.quantity), 0)
@ -45,17 +77,6 @@ class SamashtiDashboard(models.AbstractModel):
WHERE svl.product_id = pp.id
), 0) AS current_cost,
-- Opening Stock: includes inventory adjustments before fromDate
SUM(CASE
WHEN sm.date < {fromDate} AND sl_dest.usage = 'internal' AND sl_src.usage != 'internal'
THEN sm.product_uom_qty * (uom.factor / sm_uom.factor)
WHEN sm.date < {fromDate} AND sl_src.usage = 'internal' AND sl_dest.usage != 'internal'
THEN -sm.product_uom_qty * (uom.factor / sm_uom.factor)
WHEN sm.date < {fromDate} AND (sl_src.usage = 'inventory' OR sl_dest.usage = 'inventory')
THEN sm.product_uom_qty * (uom.factor / sm_uom.factor)
ELSE 0
END) AS opening_stock,
-- Receipts: from supplier and inventory adjustments in date range
SUM(CASE
WHEN sm.date BETWEEN {fromDate} AND {toDate}
@ -78,7 +99,7 @@ class SamashtiDashboard(models.AbstractModel):
SUM(CASE
WHEN sm.date BETWEEN {fromDate} AND {toDate}
AND sl_src.usage = 'internal'
AND sl_dest.usage = 'production' AND sm.production_id IS NOT NULL
AND sl_dest.usage = 'production'
THEN sm.product_uom_qty * (uom.factor / sm_uom.factor)
ELSE 0
END) AS consumption,
@ -90,15 +111,7 @@ class SamashtiDashboard(models.AbstractModel):
AND sl_dest.usage = 'customer'
THEN sm.product_uom_qty * (uom.factor / sm_uom.factor)
ELSE 0
END) AS dispatch,
-- Inventory Adjustments: inventory moves within date range
SUM(CASE
WHEN sm.date BETWEEN {fromDate} AND {toDate}
AND (sl_src.usage = 'inventory' OR sl_dest.usage = 'inventory')
THEN sm.product_uom_qty * (uom.factor / sm_uom.factor)
ELSE 0
END) AS inventory_adjustments
END) AS dispatch
FROM
stock_move sm
@ -121,48 +134,72 @@ class SamashtiDashboard(models.AbstractModel):
sl_src.usage IN ('internal', 'supplier', 'production', 'customer', 'inventory') AND
sl_dest.usage IN ('internal', 'supplier', 'production', 'customer', 'inventory') AND
sm.state = 'done' AND
pt.type = 'consu' AND pp.default_code IS NOT NULL
pt.type = 'consu' AND
pp.default_code IS NOT NULL AND
pp.active = TRUE
GROUP BY
pp.id, pp.default_code, pt.name, pc.name, uom.name
)
SELECT
product_id,
product_code,
product_name,
category,
uom,
current_cost,
GREATEST(COALESCE(opening_stock, 0), 0) AS opening_stock,
COALESCE(receipts, 0) AS receipts,
COALESCE(production, 0) AS production,
COALESCE(consumption, 0) AS consumption,
COALESCE(dispatch, 0) AS dispatch,
COALESCE(inventory_adjustments, 0) AS inventory_adjustments,
-- Closing Stock = Opening + Receipts + Production - Consumption - Dispatch + Inventory Adjustments
COALESCE(opening_stock, 0) +
COALESCE(receipts, 0) +
COALESCE(production, 0) -
COALESCE(consumption, 0) -
COALESCE(dispatch, 0) +
COALESCE(inventory_adjustments, 0) AS closing_stock
COALESCE(dispatch, 0) AS dispatch
FROM
stock_movements
ORDER BY
product_name;
"""
self.env.cr.execute(sql)
data = self.env.cr.dictfetchall()
if data:
for row in data:
row['product_name'] = '[' + row['product_code'] + '] ' + list(row['product_name'].values())[0] if row[
'product_name'] else ''
row['uom'] = list(row['uom'].values())[0] if row['uom'] else '-'
row['value'] = row['closing_stock'] * row['current_cost']
return data
else:
return []
# Process the data
processed_data = []
for row in data:
product_id = row['product_id']
opening_qty = opening_dict.get(product_id, 0)
closing_qty = closing_dict.get(product_id, 0)
# Calculate net movement during the period
net_movement = (
row['receipts'] +
row['production'] -
row['consumption'] -
row['dispatch']
)
# Verify calculation matches with actual closing stock
calculated_closing = opening_qty + net_movement
actual_closing = closing_qty
processed_row = {
'product_id': product_id,
'product_code': row['product_code'] or '',
'product_name': f"[{row['product_code']}] {row['product_name']}" if row['product_code'] else row[
'product_name'],
'category': row['category'] or '',
'uom': row['uom'] or '-',
'current_cost': row['current_cost'],
'opening_stock': opening_qty,
'receipts': row['receipts'],
'production': row['production'],
'consumption': row['consumption'],
'dispatch': row['dispatch'],
'calculated_closing_stock': calculated_closing,
'closing_stock': actual_closing,
'variance': actual_closing - calculated_closing,
'value': actual_closing * row['current_cost']
}
processed_data.append(processed_row)
return processed_data
@api.model
def get_dashboard_cards_data(self):