import os
import base64
from datetime import datetime
from odoo import models, fields, api
from weasyprint import HTML
import calendar
class ReportGenerator(models.Model):
_name = "sos_report_generator"
_description = "Monthly Report Generation"
report_file = fields.Binary("Report File")
report_filename = fields.Char("Report Filename")
@api.model
def generate_and_save_pdf(self):
sales_group = self.env.ref("sos_inventory.sos_sales_user", raise_if_not_found=False)
management_group = self.env.ref("sos_inventory.sos_management_user", raise_if_not_found=False)
# Get users from both groups
sales_users = self.env['res.users'].search([('groups_id', 'in', [sales_group.id])]) if sales_group else []
management_users = self.env['res.users'].search([('groups_id', 'in', [management_group.id])]) if management_group else []
# Get current month and year
current_year = datetime.now().year
current_month = datetime.now().month
current_month_alpha = datetime.now().strftime("%B")
from_date = f"01/{current_month:02d}/{current_year}"
to_date = f"{calendar.monthrange(current_year, current_month)[1]}/{current_month:02d}/{current_year}"
# Generate reports for sales users individually
for sales_user in sales_users:
title = f"SPENCO REPORT {current_month_alpha} {current_year}"
filename = f"spenco_report_{current_month}_{current_year}_{sales_user.name}.pdf"
domain = [('status', '=', 'open'), ('sales_person', '=', sales_user.id)]
domain += [
('line_ids.status_changed_on', '>=', from_date),
('line_ids.status_changed_on', '<=', to_date),
('spenco_status', '!=', 'Suspects'),
]
email_cc=''
self._generate_pdf_for_users(domain, filename,title,sales_user.login,email_cc)
# Generate a single report for all management users
if management_users:
title = f"SPENCO REPORT {current_month_alpha} {current_year}"
filename = f"spenco_report_{current_month}_{current_year}_top_management.pdf"
domain = [('status', '=', 'open')]
domain += [
('line_ids.status_changed_on', '>=', from_date),
('line_ids.status_changed_on', '<=', to_date),
('spenco_status', '!=', 'Suspects'),
]
email_to = 'ramachandran.r@sosaley.com'
email_cc = 'sethuraman.n@sosaley.com,anitha.a@sosaley.com'
self._generate_pdf_for_users(domain, filename,title,email_to,email_cc)
return True
def _generate_pdf_for_users(self, domain, filename,title,email_to,email_cc):
"""Common function to generate reports for given domain and filename."""
records = self.env['sos_case_diary'].search(domain)
if not records:
return
case_diary_data = []
totals = {
'Prospects': 0,
'Engaged': 0,
'Negotiation': 0,
'Commercial Order': 0,
'Expected Order Value': 0,
}
for record in records:
product_or_project = record.project_name if record.interested_in == "projects" else record.products
latest_record = self.env['sos_case_diary_line'].search(
[('ref_id', '=', record.id)], order="id desc", limit=1
)
current_state_value = round(latest_record.current_state_value, 2)
spenco_status = latest_record.spenco_status
# Update totals based on spenco_status
if spenco_status == 'Prospects':
totals['Prospects'] += current_state_value
totals['Expected Order Value'] += round(current_state_value * 0.1, 2)
elif spenco_status == 'Engaged':
totals['Engaged'] += current_state_value
totals['Expected Order Value'] += round(current_state_value * 0.3, 2)
elif spenco_status == 'Negotiation':
totals['Negotiation'] += current_state_value
totals['Expected Order Value'] += round(current_state_value * 0.5, 2)
elif spenco_status == 'Commercial Order':
totals['Commercial Order'] += current_state_value
totals['Expected Order Value'] += round(current_state_value, 2)
case_diary_data.append({
'customer_name': record.customer_name.customer_name,
'customer_city': record.customer_city,
'lead_generated_by': record.lead_generated_by,
'products': product_or_project,
'quantity': record.quantity,
'sales_person': record.sales_person.name,
'account_start_date': record.account_start_date,
'status_changed_on': latest_record.status_changed_on,
'spenco_status': latest_record.spenco_status,
'current_state_value': latest_record.current_state_value,
'status_values': {
'Prospects': current_state_value if spenco_status == 'Prospects' else '',
'Engaged': current_state_value if spenco_status == 'Engaged' else '',
'Negotiation': current_state_value if spenco_status == 'Negotiation' else '',
'Commercial Order': current_state_value if spenco_status == 'Commercial Order' else '',
},
'expected_order_value': round(
current_state_value * (
0.1 if spenco_status == 'Prospects' else
0.3 if spenco_status == 'Engaged' else
0.5 if spenco_status == 'Negotiation' else
1.0 if spenco_status == 'Commercial Order' else 0
), 2
),
'totals': totals,
})
self.generate_html_report(case_diary_data, filename,title,email_to,email_cc)
def generate_html_report(self, data,filename,title,email_to, email_cc):
"""Converts the given data list into an HTML table format and generates a PDF."""
# Define the table header
html = f"""
{title}
| S.No |
Customer |
Sales Person |
Status Changed On |
Project/Product |
Quantity |
Order Booking (In Lakhs) |
Expected Order Value (In Lakhs) |
| Prospects |
Engaged |
Negotiation |
Commercial Order |
"""
# Populate table rows
for index, record in enumerate(data, start=1):
current_state_value = record.get("current_state_value", 0)
spenco_status = record.get("spenco_status", "")
html += """
| {} |
{} |
{} |
{} |
{} |
{} |
{} |
{} |
{} |
{} |
{} |
""".format(
index,
record.get('customer_name', '-'),
record.get('sales_person', '-'),
record.get('status_changed_on', '-'),
record.get('products', '-'),
record.get('quantity', '-'),
f"₹ {current_state_value:.2f}" if spenco_status == "Prospects" else "-",
f"₹ {current_state_value:.2f}" if spenco_status == "Engaged" else "-",
f"₹ {current_state_value:.2f}" if spenco_status == "Negotiation" else "-",
f"₹ {current_state_value:.2f}" if spenco_status == "Commercial Order" else "-",
f"₹ {record.get('expected_order_value', 0):.2f}"
)
# Add totals row
totals = data[0].get('totals', {})
total_prospects = f"₹ {totals.get('Prospects', 0):.2f}"
total_engaged = f"₹ {totals.get('Engaged', 0):.2f}"
total_negotiation = f"₹ {totals.get('Negotiation', 0):.2f}"
total_commercial_order = f"₹ {totals.get('Commercial Order', 0):.2f}"
total_expected_value = f"₹ {totals.get('Expected Order Value', 0):.2f}"
html += """
| Total |
{} |
{} |
{} |
{} |
{} |
""".format(
total_prospects, total_engaged, total_negotiation, total_commercial_order, total_expected_value
)
# Close the table and body
html += """
"""
# Define the output directory and file path
current_year = datetime.now().year
current_month = datetime.now().month
current_month_alpha = datetime.now().strftime("%B")
output_dir = f"/var/www/html/slink_reports/spenco_reports/{current_year}/{current_month_alpha}"
os.makedirs(output_dir, exist_ok=True)
new_output_dir = f"spenco_reports/{current_year}/{current_month_alpha}"
output_path = os.path.join(output_dir, filename)
new_path = os.path.join(new_output_dir, filename)
# Generate PDF
HTML(string=html).write_pdf(output_path)
# Email part
url = f"https://slinkreport.sosaley.in/{new_path}"
message = f"""
This Month consolidated SPENCO REPORT is ready
"""
body_html = f"""
Hello User,
{message}
Click the button below to Download:
"""
subject = f"Monthly SPENCO Report"
mail_values = {
'subject': subject,
'body_html': body_html,
'email_to': email_to,
'email_cc': email_cc if email_cc else False,
'email_from': "slink ",
}
mail = self.env['mail.mail'].sudo().create(mail_values)
mail.sudo().send()
# Email part ends
return output_path