Slink/sos_sales/wizard/sos_case_diary_report_wizard.py

from odoo import models, fields, api
import xlsxwriter
import base64
import io

class SosCaseDiaryReportWizard(models.TransientModel):
    _name = 'sos_case_diary_report_wizard'
    _description = 'Case Diary Report Wizard'

    from_date = fields.Date(
        string="From Date",
        default=fields.Date.today  # Default to today's date
    )
    to_date = fields.Date(
        string="To Date",
        default=fields.Date.today  # Default to today's date
    )
    sales_person_id = fields.Many2one(
        'res.users', 
        string='Sales Executive', 
        default=lambda self: self.env.user,
        domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)]
    )
    customer = fields.Many2one('sos_customers',string="Customer Name")
    def generate_report(self):
        return self.env['sos_case_diary_report'].action_generate_report(self.from_date,self.to_date,self.sales_person_id.id,self.customer)

    def action_export(self):
        try:
            domain = []
            if self.customer:
                domain.append(('ref_id.customer_name', '=', self.customer_name.customer_name))  # Use id for Many2one
            if self.from_date:
                domain.append(('status_changed_on', '>=', self.from_date))
            if self.to_date:
                domain.append(('status_changed_on', '<=', self.to_date))
            if self.sales_person_id:
                domain.append(('ref_id.sales_person', '=', self.sales_person_id.id))

            if not domain:
                all_lines = self.env['sos_case_diary_line'].search([], order='id desc')
            else:
                all_lines = self.env['sos_case_diary_line'].search(domain, order='id desc')
            ref_ids = all_lines.mapped('ref_id').ids
            last_lines = self.env['sos_case_diary_line']
            for ref_id in ref_ids:
                lines = all_lines.filtered(lambda l: l.ref_id.id == ref_id)
                if lines:
                    last_line = lines.sorted('id', reverse=True)[:1]
                    last_lines |= last_line
            if last_lines:
                output = io.BytesIO()
                workbook = xlsxwriter.Workbook(output, {'in_memory': True})
                worksheet = workbook.add_worksheet('Case Diary Reports')

                headers = {
                    'customer': 'Customer',
                    'location': 'Location',
                    'product': 'Product',
                    'action_plan_date': 'Action Plan Date',
                    'spenco_status': 'SPENCO Status',
                    'status_changed_on': 'Status Changed On',
                    'current_state_value': 'Value (In Lakhs)',
                    'sales_executive': 'Sales Executive'
             
                }
                for col, header in enumerate(headers.values()):
                    worksheet.write(0, col, header)
                for row, line in enumerate(last_lines, start=1):
                    ref = line.ref_id
                    data = {
                        'customer': ref.customer_name.customer_name if ref.customer_name else '',
                        'product': ref.products or '',
                        'location':ref.customer_name.customer_city if ref.customer_name else '',
                        'action_plan_date': line.action_plan_date.strftime('%Y-%m-%d') if line.action_plan_date else '',
                        'spenco_status': line.spenco_status or '',
                        'status_changed_on': line.status_changed_on.strftime('%Y-%m-%d') if line.status_changed_on else '',
                        'current_state_value': float(line.current_state_value) if line.current_state_value else 0.0,
                        'sales_executive': ref.sales_person.name if ref.sales_person else '',
                      
                    }
                    for col, field in enumerate(headers.keys()):
                        value = data[field]
                        if isinstance(value, str) and value in ('', 'False', 'None'):
                            worksheet.write(row, col, '')
                        elif isinstance(value, (fields.Date, fields.Datetime)):
                            worksheet.write(row, col, value.strftime('%Y-%m-%d') if value else '')
                        else:
                            worksheet.write(row, col, value)

                workbook.close()
                output.seek(0)

                # Verify file content
                file_content = output.read()
                if not file_content:
                    raise ValueError("Empty file generated")



                attachment = self.env['ir.attachment'].create({
                    'name': f'{self.from_date or "start"}_{self.to_date or "end"}_CaseDiary_Report.xlsx',
                    'type': 'binary',
                    'datas': base64.b64encode(file_content),
                    'res_model': self._name,
                    'res_id': self.id,
                    'mimetype': 'application/vnd.ms-excel'
                })

                return {
                    'type': 'ir.actions.act_url',
                    'url': f'/web/content/{attachment.id}?download=true&mimetype=application/vnd.ms-excel',
                    'target': 'self',
                }
            else:
                return {
                    'type': 'ir.actions.client',
                    'tag': 'display_notification',
                    'params': {
                        'message': "No Records Found",
                        'type': 'danger',
                        'sticky': False
                    }
                }
        except ValueError as e:
            print(f"Failed to find report action: {e}")
            return {
                'type': 'ir.actions.client',
                'tag': 'display_notification',
                'params': {
                    'message': f"Error: {str(e)}",
                    'type': 'danger',
                    'sticky': False
                }
            }
        except Exception as e:
            print(f"Error generating export: {e}")
            return {
                'type': 'ir.actions.client',
                'tag': 'display_notification',
                'params': {
                    'message': f"Error: {str(e)}",
                    'type': 'danger',
                    'sticky': False
                }
            }