532 lines
27 KiB
Python
Executable File
532 lines
27 KiB
Python
Executable File
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from odoo import models, fields, api
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from datetime import date
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import re
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import calendar
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class SOS_Sales_Achievement_Report(models.Model):
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_name = 'sos_sales_achievement_report'
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_description = 'Sosaley Sales Achievement Report'
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_rec_name='financial_year'
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_sql_constraints = [
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('unique_financial_year_sales_person', 'UNIQUE(financial_year, sales_person)', 'The combination of Financial Year and Sales Person must be unique.')
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]
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financial_year = fields.Char(string="Financial Year", default=lambda self: self._get_financial_year())
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sales_person = fields.Many2one('res.users', string='Sales person',required=True)
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overall_target = fields.Float(string="Overall Target")
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opening_balance = fields.Float(string="Opening Balance")
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planned_target_april = fields.Float(string="Planned For April")
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actual_target_april = fields.Float(string="Actual For April")
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billed_target_april = fields.Float(string="Billed For April")
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yet_to_billed_target_april = fields.Float(string="Yet to Billed For April")
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collected_target_april = fields.Float(string="Collected For April")
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achievement_percentage_april = fields.Char(string="Achievement Percentage For April", compute="_compute_achievement_percentage", store=True)
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planned_target_may = fields.Float(string="Planned For May")
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actual_target_may = fields.Float(string="Actual For May")
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billed_target_may = fields.Float(string="Billed For May")
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yet_to_billed_target_may = fields.Float(string="Yet to Billed For May")
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collected_target_may = fields.Float(string="Collected For May")
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achievement_percentage_may = fields.Char(string="Achievement Percentage For May", compute="_compute_achievement_percentage", store=True)
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planned_target_june = fields.Float(string="Planned For June")
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actual_target_june = fields.Float(string="Actual For June")
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billed_target_june = fields.Float(string="Billed For June")
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yet_to_billed_target_june = fields.Float(string="Yet to Billed For June")
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collected_target_june = fields.Float(string="Collected For June")
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achievement_percentage_june = fields.Char(string="Achievement Percentage For June", compute="_compute_achievement_percentage", store=True)
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planned_target_july = fields.Float(string="Planned For July")
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actual_target_july = fields.Float(string="Actual For July")
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billed_target_july = fields.Float(string="Billed For July")
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yet_to_billed_target_july = fields.Float(string="Yet to Billed For July")
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collected_target_july = fields.Float(string="Collected For July")
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achievement_percentage_july = fields.Char(string="Achievement Percentage For July", compute="_compute_achievement_percentage", store=True)
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planned_target_august = fields.Float(string="Planned For August")
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actual_target_august = fields.Float(string="Actual For August")
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billed_target_august = fields.Float(string="Billed For August")
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yet_to_billed_target_august = fields.Float(string="Yet to Billed For August")
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collected_target_august = fields.Float(string="Collected For August")
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achievement_percentage_august = fields.Char(string="Achievement Percentage For August", compute="_compute_achievement_percentage", store=True)
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planned_target_september = fields.Float(string="Planned For September")
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actual_target_september = fields.Float(string="Actual For September")
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billed_target_september = fields.Float(string="Billed For September")
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yet_to_billed_target_september = fields.Float(string="Yet to Billed For September")
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collected_target_september = fields.Float(string="Collected For September")
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achievement_percentage_september = fields.Char(string="Achievement Percentage For September", compute="_compute_achievement_percentage", store=True)
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planned_target_october = fields.Float(string="Planned For October")
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actual_target_october = fields.Float(string="Actual For October")
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billed_target_october = fields.Float(string="Billed For October")
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yet_to_billed_target_october = fields.Float(string="Yet to Billed For October")
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collected_target_october = fields.Float(string="Collected For October")
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achievement_percentage_october = fields.Char(string="Achievement Percentage For October", compute="_compute_achievement_percentage", store=True)
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planned_target_november = fields.Float(string="Planned For November")
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actual_target_november = fields.Float(string="Actual For November")
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billed_target_november = fields.Float(string="Billed For November")
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yet_to_billed_target_november = fields.Float(string="Yet to Billed For November")
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collected_target_november = fields.Float(string="Collected For November")
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achievement_percentage_november = fields.Char(string="Achievement Percentage For November", compute="_compute_achievement_percentage", store=True)
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planned_target_december = fields.Float(string="Planned For December")
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actual_target_december = fields.Float(string="Actual For December")
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billed_target_december = fields.Float(string="Billed For December")
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yet_to_billed_target_december = fields.Float(string="Yet to Billed For December")
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collected_target_december = fields.Float(string="Collected For December")
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achievement_percentage_december = fields.Char(string="Achievement Percentage For December", compute="_compute_achievement_percentage", store=True)
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planned_target_january = fields.Float(string="Planned For January")
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actual_target_january = fields.Float(string="Actual For January")
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billed_target_january = fields.Float(string="Billed For January")
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yet_to_billed_target_january = fields.Float(string="Yet to Billed For January")
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collected_target_january = fields.Float(string="Collected For January")
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achievement_percentage_january = fields.Char(string="Achievement Percentage For January", compute="_compute_achievement_percentage", store=True)
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planned_target_february = fields.Float(string="Planned For February")
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actual_target_february = fields.Float(string="Actual For February")
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billed_target_february = fields.Float(string="Billed For February")
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yet_to_billed_target_february = fields.Float(string="Yet to Billed For February")
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collected_target_february = fields.Float(string="Collected For February")
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achievement_percentage_february = fields.Char(string="Achievement Percentage For February", compute="_compute_achievement_percentage", store=True)
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planned_target_march = fields.Float(string="Planned For March")
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actual_target_march = fields.Float(string="Actual For March")
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billed_target_march = fields.Float(string="Billed For March")
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yet_to_billed_target_march = fields.Float(string="Yet to Billed For March")
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collected_target_march = fields.Float(string="Collected For March")
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achievement_percentage_march = fields.Char(string="Achievement Percentage For March", compute="_compute_achievement_percentage", store=True)
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planned_target_total = fields.Float(string="Planned Total", compute="_compute_planned_total_target", store=True)
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actual_target_total = fields.Float(string="Actual Total", compute="_compute_actual_total_target", store=True)
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achievement_percentage_total = fields.Char(string="Achievement Percentage For Total", compute="_compute_achievement_percentage_total", store=True)
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billed_target_total = fields.Char(string="Billed For Total", compute="_compute_billed_total_target", store=True)
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yet_to_billed_target_total = fields.Char(string="Billed For Total", compute="_compute_yet_to_billed_total_target", store=True)
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collected_target_total = fields.Char(string="collected For Total", compute="_compute_collected_total_target", store=True)
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can_edit_billed_target = fields.Boolean(
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string="Can Edit Billed Target",
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compute="_compute_can_edit_billed_target",
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store=False,
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)
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ytd_target = fields.Float(string="YTD Total", store=True, compute="_compute_ytd_target")
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ytd_sales = fields.Float(string="YTD Sales", store=True, compute="_compute_ytd_sales_target")
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ytd_sales_percentage = fields.Float(string="YTD Sales Percentage", store=True, compute="_compute_ytd_sales_percentage")
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ytd_yet_to_billed = fields.Float(string="YTD Billed", store=True,compute="_compute_ytd_yet_to_billed")
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ytd_billed = fields.Float(string="YTD Billed", store=True,compute="_compute_ytd_billed")
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ytd_collected = fields.Float(string="YTD Collected", store=True,compute="_compute_ytd_collected")
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line_ids = fields.One2many('sos_sales_achievement_report_brief', 'ref_id',copy=True)
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@api.depends(
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'yet_to_billed_target_april', 'yet_to_billed_target_may', 'yet_to_billed_target_june',
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'yet_to_billed_target_july', 'yet_to_billed_target_august', 'yet_to_billed_target_september',
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'yet_to_billed_target_october', 'yet_to_billed_target_november', 'yet_to_billed_target_december',
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'yet_to_billed_target_january', 'yet_to_billed_target_february', 'yet_to_billed_target_march'
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)
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def _compute_ytd_yet_to_billed(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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# In FY April to March, January=10th index
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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for m in months_to_include:
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total += getattr(rec, f'yet_to_billed_target_{m}', 0.0)
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rec.ytd_yet_to_billed = total
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def action_view_billed_lines(self):
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self.ensure_one()
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# Extract the month from context
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month = int(self.env.context.get('month', 0))
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if not month:
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month = 4 # fallback to April
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# You must extract year (hardcoded or dynamic based on financial year logic)
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# Assuming your main model has `financial_year = 'FY 2025-2026'`
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match = re.search(r'FY\s*(\d{4})', self.financial_year or '')
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if match:
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year = int(match.group(1))
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else:
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year = date.today().year # fallback
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# Get month boundaries
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last_day = calendar.monthrange(year, month)[1]
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from_date = f'{year}-{month:02d}-01'
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to_date = f'{year}-{month:02d}-{last_day:02d}'
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# Fetch Billed lines
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billed_lines = self.env['sos_billing_collection'].search([
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('sales_person', '=', self.sales_person.id),
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('action_status', '=', self.env.context.get('action')),
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('date_of_action', '>=', from_date),
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('date_of_action', '<=', to_date),
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])
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return {
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'name': f"{self.env.context.get('action')} Items",
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'type': 'ir.actions.act_window',
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'res_model': 'sos_billed_collection_wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': {
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'default_billed_line_ids': [(6, 0, billed_lines.ids)],
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'default_parent_id': self.id,
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}
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}
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def action_view_brief_lines(self):
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self.ensure_one()
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domain = [('ref_id', '=', self.id)]
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# Extract year from 'FY 2025-2026'
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match = re.search(r'FY\s*(\d{4})', self.financial_year or '')
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if match:
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year = int(match.group(1))
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else:
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raise ValueError(f"Unable to extract year from financial year: {self.financial_year}")
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# Filter by month if present
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month = int(self.env.context.get('month', 0))
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if month:
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domain.append(('action_date', '>=', f'{year}-{month:02d}-01'))
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last_day = calendar.monthrange(year, month)[1]
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domain.append(('action_date', '<=', f'{year}-{month:02d}-{last_day:02d}'))
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brief_lines = self.env['sos_sales_achievement_report_brief'].search(domain)
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return {
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'name': 'Achievement Brief Lines',
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'type': 'ir.actions.act_window',
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'res_model': 'sos_sales_achievement_report_brief_wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': {
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'default_brief_line_ids': [(6, 0, brief_lines.ids)],
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'default_parent_id': self.id,
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}
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}
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@api.depends(
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'collected_target_april', 'collected_target_may', 'collected_target_june',
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'collected_target_july', 'collected_target_august', 'collected_target_september',
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'collected_target_october', 'collected_target_november', 'collected_target_december',
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'collected_target_january', 'collected_target_february', 'collected_target_march'
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)
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def _compute_ytd_collected(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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# In FY April to March, January=10th index
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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for m in months_to_include:
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total += getattr(rec, f'collected_target_{m}', 0.0)
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rec.ytd_collected = total
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@api.depends(
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'billed_target_april', 'billed_target_may', 'billed_target_june',
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'billed_target_july', 'billed_target_august', 'billed_target_september',
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'billed_target_october', 'billed_target_november', 'billed_target_december',
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'billed_target_january', 'billed_target_february', 'billed_target_march'
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)
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def _compute_ytd_billed(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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# In FY April to March, January=10th index
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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for m in months_to_include:
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total += getattr(rec, f'billed_target_{m}', 0.0)
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rec.ytd_billed = total
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@api.depends(
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'achievement_percentage_april', 'achievement_percentage_may', 'achievement_percentage_june',
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'achievement_percentage_july', 'achievement_percentage_august', 'achievement_percentage_september',
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'achievement_percentage_october', 'achievement_percentage_november', 'achievement_percentage_december',
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'achievement_percentage_january', 'achievement_percentage_february', 'achievement_percentage_march',
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)
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def _compute_ytd_sales_percentage(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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count = 0
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for m in months_to_include:
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raw = getattr(rec, f'achievement_percentage_{m}', '0').replace('%', '').strip()
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try:
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val = float(raw)
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total += val
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count += 1
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except (ValueError, TypeError):
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continue
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rec.ytd_sales_percentage = round(total / count, 2) if count else 0.0
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@api.depends(
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'actual_target_april', 'actual_target_may', 'actual_target_june',
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'actual_target_july', 'actual_target_august', 'actual_target_september',
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'actual_target_october', 'actual_target_november', 'actual_target_december',
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'actual_target_january', 'actual_target_february', 'actual_target_march'
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)
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def _compute_ytd_sales_target(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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# In FY April to March, January=10th index
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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for m in months_to_include:
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total += getattr(rec, f'actual_target_{m}', 0.0)
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rec.ytd_sales = total
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@api.depends(
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'planned_target_april', 'planned_target_may', 'planned_target_june',
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'planned_target_july', 'planned_target_august', 'planned_target_september',
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'planned_target_october', 'planned_target_november', 'planned_target_december',
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'planned_target_january', 'planned_target_february', 'planned_target_march'
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)
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def _compute_ytd_target(self):
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month_map = [
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'april', 'may', 'june', 'july', 'august', 'september',
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'october', 'november', 'december',
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'january', 'february', 'march'
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]
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current_month = date.today().month
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# In FY April to March, January=10th index
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if current_month >= 4:
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months_to_include = month_map[:current_month - 4 + 1]
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else:
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months_to_include = month_map[:current_month + 9 + 1]
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for rec in self:
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total = 0.0
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for m in months_to_include:
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total += getattr(rec, f'planned_target_{m}', 0.0)
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rec.ytd_target = total
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@api.depends_context('uid')
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def _compute_can_edit_billed_target(self):
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for record in self:
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record.can_edit_billed_target = (
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self.env.user.has_group('sos_inventory.sos_finance_user') or
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self.env.user.has_group('sos_inventory.sos_management_user')
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)
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@api.depends(
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'collected_target_april','collected_target_may','collected_target_june',
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'collected_target_july','collected_target_august','collected_target_september',
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'collected_target_october','collected_target_november','collected_target_december',
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'collected_target_january','collected_target_february','collected_target_march'
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)
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def _compute_collected_total_target(self):
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for record in self:
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record.collected_target_total = sum([
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record.collected_target_april or 0,
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record.collected_target_may or 0,
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record.collected_target_june or 0,
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record.collected_target_july or 0,
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record.collected_target_august or 0,
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record.collected_target_september or 0,
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record.collected_target_october or 0,
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record.collected_target_november or 0,
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record.collected_target_december or 0,
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record.collected_target_january or 0,
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record.collected_target_february or 0,
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record.collected_target_march or 0
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])
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|
@api.depends(
|
|
'billed_target_april','billed_target_may','billed_target_june',
|
|
'billed_target_july','billed_target_august','billed_target_september',
|
|
'billed_target_october','billed_target_november','billed_target_december',
|
|
'billed_target_january','billed_target_february','billed_target_march'
|
|
)
|
|
def _compute_billed_total_target(self):
|
|
for record in self:
|
|
record.billed_target_total = sum([
|
|
record.billed_target_april or 0,
|
|
record.billed_target_may or 0,
|
|
record.billed_target_june or 0,
|
|
record.billed_target_july or 0,
|
|
record.billed_target_august or 0,
|
|
record.billed_target_september or 0,
|
|
record.billed_target_october or 0,
|
|
record.billed_target_november or 0,
|
|
record.billed_target_december or 0,
|
|
record.billed_target_january or 0,
|
|
record.billed_target_february or 0,
|
|
record.billed_target_march or 0
|
|
])
|
|
@api.depends('actual_target_total', 'planned_target_total')
|
|
def _compute_achievement_percentage_total(self):
|
|
for record in self:
|
|
if record.planned_target_total != 0:
|
|
record.achievement_percentage_total = f"{round((record.actual_target_total / record.planned_target_total) * 100, 2)}%"
|
|
else:
|
|
record.achievement_percentage_total = "0.00%"
|
|
|
|
@api.depends(
|
|
'yet_to_billed_target_april','yet_to_billed_target_may','yet_to_billed_target_june',
|
|
'yet_to_billed_target_july','yet_to_billed_target_august','yet_to_billed_target_september',
|
|
'yet_to_billed_target_october','yet_to_billed_target_november','yet_to_billed_target_december',
|
|
'yet_to_billed_target_january','yet_to_billed_target_february','yet_to_billed_target_march'
|
|
)
|
|
def _compute_yet_to_billed_total_target(self):
|
|
for record in self:
|
|
record.yet_to_billed_target_total = sum([
|
|
record.yet_to_billed_target_april or 0,
|
|
record.yet_to_billed_target_may or 0,
|
|
record.yet_to_billed_target_june or 0,
|
|
record.yet_to_billed_target_july or 0,
|
|
record.yet_to_billed_target_august or 0,
|
|
record.yet_to_billed_target_september or 0,
|
|
record.yet_to_billed_target_october or 0,
|
|
record.yet_to_billed_target_november or 0,
|
|
record.yet_to_billed_target_december or 0,
|
|
record.yet_to_billed_target_january or 0,
|
|
record.yet_to_billed_target_february or 0,
|
|
record.yet_to_billed_target_march or 0
|
|
])
|
|
@api.depends(
|
|
'planned_target_april','planned_target_may','planned_target_june',
|
|
'planned_target_july','planned_target_august','planned_target_september',
|
|
'planned_target_october','planned_target_november','planned_target_december',
|
|
'planned_target_january','planned_target_february','planned_target_march'
|
|
)
|
|
def _compute_planned_total_target(self):
|
|
for record in self:
|
|
record.planned_target_total = sum([
|
|
record.planned_target_april or 0,
|
|
record.planned_target_may or 0,
|
|
record.planned_target_june or 0,
|
|
record.planned_target_july or 0,
|
|
record.planned_target_august or 0,
|
|
record.planned_target_september or 0,
|
|
record.planned_target_october or 0,
|
|
record.planned_target_november or 0,
|
|
record.planned_target_december or 0,
|
|
record.planned_target_january or 0,
|
|
record.planned_target_february or 0,
|
|
record.planned_target_march or 0
|
|
])
|
|
@api.depends(
|
|
'actual_target_april','actual_target_may','actual_target_june',
|
|
'actual_target_july','actual_target_august','actual_target_september',
|
|
'actual_target_october','actual_target_november','actual_target_december',
|
|
'actual_target_january','actual_target_february','actual_target_march'
|
|
)
|
|
def _compute_actual_total_target(self):
|
|
for record in self:
|
|
record.actual_target_total = sum([
|
|
record.actual_target_april or 0,
|
|
record.actual_target_may or 0,
|
|
record.actual_target_june or 0,
|
|
record.actual_target_july or 0,
|
|
record.actual_target_august or 0,
|
|
record.actual_target_september or 0,
|
|
record.actual_target_october or 0,
|
|
record.actual_target_november or 0,
|
|
record.actual_target_december or 0,
|
|
record.actual_target_january or 0,
|
|
record.actual_target_february or 0,
|
|
record.actual_target_march or 0
|
|
])
|
|
@api.depends(
|
|
'actual_target_april','actual_target_may','actual_target_june',
|
|
'actual_target_july','actual_target_august','actual_target_september',
|
|
'actual_target_october','actual_target_november','actual_target_december',
|
|
'actual_target_january','actual_target_february','actual_target_march'
|
|
)
|
|
def _compute_achievement_percentage(self):
|
|
# Loop over all months and calculate achievement percentage dynamically
|
|
for record in self:
|
|
for month in ['april', 'may', 'june', 'july', 'august', 'september', 'october', 'november', 'december', 'january', 'february', 'march']:
|
|
planned_field = f"planned_target_{month}"
|
|
actual_field = f"actual_target_{month}"
|
|
achievement_field = f"achievement_percentage_{month}"
|
|
|
|
planned_value = getattr(record, planned_field)
|
|
actual_value = getattr(record, actual_field)
|
|
if planned_value != 0:
|
|
percentage = (actual_value / planned_value) * 100
|
|
setattr(record, achievement_field, f"{percentage:.2f}%")
|
|
else:
|
|
setattr(record, achievement_field, "0.00%")
|
|
def _get_financial_year(self):
|
|
current_date = date.today()
|
|
start_year = current_date.year if current_date.month >= 4 else current_date.year - 1
|
|
end_year = start_year + 1
|
|
return f"FY {start_year}-{end_year}"
|
|
def action_report_achievement_btn(self):
|
|
try:
|
|
action = self.env.ref("sos_sales.action_report_achievement").with_context(landscape=True).report_action(self)
|
|
return action
|
|
except ValueError as e:
|
|
print(f"Failed to find report action: {e}")
|
|
|
|
class SOS_Sales_Achievement_Report_Brief(models.Model):
|
|
_name = 'sos_sales_achievement_report_brief'
|
|
_description = 'Achievement Brief'
|
|
_order = 'action_date desc'
|
|
ref_id = fields.Many2one('sos_sales_achievement_report', string="Financial Year", ondelete="cascade")
|
|
customer_name = fields.Many2one('sos_customers',string="Customer Name", required=True)
|
|
action_date = fields.Date(string="QP No")
|
|
currency_id = fields.Many2one(
|
|
'res.currency',
|
|
string='Currency',
|
|
default=lambda self: self.env['res.currency'].search([('name', '=', 'INR')], limit=1).id or False
|
|
)
|
|
proposal_value = fields.Monetary(currency_field='currency_id',string="Proposal Value(In Lakhs)")
|
|
|
|
class SOS_Sales_Achievement_Report_Brief_Wizard(models.TransientModel):
|
|
_name = 'sos_sales_achievement_report_brief_wizard'
|
|
_description = 'Achievement Brief Wizard'
|
|
|
|
|
|
parent_id = fields.Many2one('sos_sales_achievement_report', string="Sales Achievement Report")
|
|
brief_line_ids = fields.Many2many(
|
|
'sos_sales_achievement_report_brief',
|
|
relation='sos_brief_wizard_rel', # Custom table name
|
|
string="Brief Lines",
|
|
readonly=True
|
|
)
|
|
class SosBilledCollectionWizard(models.TransientModel):
|
|
_name = 'sos_billed_collection_wizard'
|
|
_description = 'Billed Collection Lines Wizard'
|
|
|
|
parent_id = fields.Many2one('sos_billing_collection') # adjust accordingly
|
|
billed_line_ids = fields.Many2many(
|
|
'sos_billing_collection',
|
|
string="Billed Lines",
|
|
readonly=True,
|
|
) |