Add reporting

issue9831
review312881002
This commit is contained in:
Sergi Almacellas Abellana
2022-10-07 15:00:40 +02:00
parent 7a8f2011fa
commit 3c4b28b7d0
19 changed files with 1168 additions and 2 deletions
+2
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@@ -1,3 +1,5 @@
* Add reporting
Version 6.4.0 - 2022-05-02
* Bug fixes (see mercurial logs for details)
* Add supplier currency on party
+10 -1
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@@ -3,7 +3,9 @@
from trytond.pool import Pool
from . import configuration, invoice, party, product, purchase, stock
from . import (
configuration, invoice, party, product, purchase, purchase_reporting,
stock)
def register():
@@ -35,6 +37,13 @@ def register():
party.SupplierLeadTime,
party.PartySupplierCurrency,
purchase.ReturnPurchaseStart,
purchase_reporting.Context,
purchase_reporting.Main,
purchase_reporting.MainTimeseries,
purchase_reporting.Supplier,
purchase_reporting.SupplierTimeseries,
purchase_reporting.Product,
purchase_reporting.ProductTimeseries,
module='purchase', type_='model')
Pool.register(
purchase.PurchaseReport,
+48
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@@ -143,6 +143,54 @@ quantities.
.. |Products --> Products --> Suppliers| replace:: :menuselection:`Products --> Products --> Suppliers`
__ https://demo.tryton.org/model/purchase.product_supplier
.. _concept-purchase.reporting:
Purchase Reporting
==================
Each of the different *Purchase Reporting* concepts are based on either an
``Abstract`` purchases report, or an ``AbstractTimeseries``.
There is also a base ``Context`` that is inherited and used to specify things
such as the date range that is used by the report.
The ``Abstract`` provides the basic properties that makes up a purchases report
including the number of purchases and expense.
The ``AbstractTimeseries`` is used to extend this with a date.
This is used in purchases reports that cover multiple periods of time.
These are combined together with additional specific properties to create the
different purchases reports.
.. seealso::
Purchases reports can be accessed from the main menu item:
:menuselection:`Purchases --> Reporting --> Purchases`
.. _model-purchase.reporting.supplier:
.. _model-purchase.reporting.supplier.time_series:
By Supplier
-----------
The purchases reporting that is done *By Supplier* splits the purchases up
based on what each `Supplier <party:model-party.party>` bought.
This is done in two separate parts.
One that shows the purchases, in total, for the selected period from the
``Context``.
Another that breaks them down by date into smaller chunks.
.. _model-purchase.reporting.product:
.. _model-purchase.reporting.product.time_series:
By Product
----------
Purchases reporting that is done *By Product* splits up the purchases based on
the `Product <product:concept-product>` that was purchased.
This is structured as two parts.
One that shows the total purchases for the selected period of time, and another
that shows how the purchases were distributed over time.
.. _model-purchase.configuration:
Configuration
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@@ -39,5 +39,29 @@ this repository contains the full copyright notices and license terms. -->
<record model="ir.message" id="msg_purchase_line_tax_unique">
<field name="text">A tax can be added only once to a purchase line.</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_company">
<field name="text">Company</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_number">
<field name="text">#</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_number_help">
<field name="text">Number of purchases.</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_expense">
<field name="text">Expense</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_expense_trend">
<field name="text">Expense Trend</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_currency">
<field name="text">Currency</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_date">
<field name="text">Date</field>
</record>
<record model="ir.message" id="msg_purchase_reporting_time_series">
<field name="text">Time Series</field>
</record>
</data>
</tryton>
+1 -1
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@@ -215,7 +215,7 @@ this repository contains the full copyright notices and license terms. -->
parent="menu_purchase"
sequence="100"
id="menu_reporting"
active="0"/>
active="True"/>
<record model="ir.model.access" id="access_purchase">
<field name="model" search="[('model', '=', 'purchase.purchase')]"/>
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@@ -0,0 +1,377 @@
# This file is part of Tryton. The COPYRIGHT file at the top level of
# this repository contains the full copyright notices and license terms.
from itertools import tee, zip_longest
try:
import pygal
except ImportError:
pygal = None
from dateutil.relativedelta import relativedelta
from sql import Literal, Null
from sql.aggregate import Count, Min, Sum
from sql.conditionals import Coalesce
from sql.functions import CurrentTimestamp, DateTrunc
from trytond.i18n import lazy_gettext
from trytond.model import ModelSQL, ModelView, fields
from trytond.modules.currency.fields import Monetary
from trytond.pool import Pool
from trytond.pyson import Eval, If
from trytond.transaction import Transaction
def pairwise(iterable):
a, b = tee(iterable)
next(b)
return zip_longest(a, b)
class Abstract(ModelSQL):
company = fields.Many2One(
'company.company',
lazy_gettext("purchase.msg_purchase_reporting_company"))
number = fields.Integer(
lazy_gettext("purchase.msg_purchase_reporting_number"),
help=lazy_gettext("purchase.msg_purchase_reporting_number_help"))
expense = Monetary(
lazy_gettext("purchase.msg_purchase_reporting_expense"),
digits='currency', currency='currency')
expense_trend = fields.Function(
fields.Char(
lazy_gettext("purchase.msg_purchase_reporting_expense_trend")),
'get_trend')
time_series = None
currency = fields.Many2One(
'currency.currency',
lazy_gettext("purchase.msg_purchase_reporting_currency"))
@classmethod
def table_query(cls):
from_item, tables = cls._joins()
return from_item.select(*cls._columns(tables),
where=cls._where(tables),
group_by=cls._group_by(tables))
@classmethod
def _joins(cls):
pool = Pool()
Line = pool.get('purchase.line')
Purchase = pool.get('purchase.purchase')
tables = {}
tables['line'] = line = Line.__table__()
tables['line.purchase'] = purchase = Purchase.__table__()
from_item = (line
.join(purchase, condition=line.purchase == purchase.id))
return from_item, tables
@classmethod
def _columns(cls, tables):
line = tables['line']
purchase = tables['line.purchase']
quantity = Coalesce(line.actual_quantity, line.quantity)
expense = cls.expense.sql_cast(
Sum(quantity * line.unit_price))
return [
cls._column_id(tables).as_('id'),
Literal(0).as_('create_uid'),
CurrentTimestamp().as_('create_date'),
cls.write_uid.sql_cast(Literal(Null)).as_('write_uid'),
cls.write_date.sql_cast(Literal(Null)).as_('write_date'),
purchase.company.as_('company'),
purchase.currency.as_('currency'),
expense.as_('expense'),
Count(purchase.id, distinct=True).as_('number'),
]
@classmethod
def _column_id(cls, tables):
line = tables['line']
return Min(line.id)
@classmethod
def _group_by(cls, tables):
purchase = tables['line.purchase']
return [purchase.company, purchase.currency]
@classmethod
def _where(cls, tables):
context = Transaction().context
purchase = tables['line.purchase']
where = purchase.company == context.get('company')
where &= purchase.state.in_(cls._purchase_states())
from_date = context.get('from_date')
if from_date:
where &= purchase.purchase_date >= from_date
to_date = context.get('to_date')
if to_date:
where &= purchase.purchase_date <= to_date
warehouse = context.get('warehouse')
if warehouse:
where &= purchase.warehouse == warehouse
return where
@classmethod
def _purchase_states(cls):
return ['confirmed', 'processing', 'done']
@property
def time_series_all(self):
delta = self._period_delta()
for ts, next_ts in pairwise(self.time_series or []):
yield ts
if delta and next_ts:
date = ts.date + delta
while date < next_ts.date:
yield None
date += delta
@classmethod
def _period_delta(cls):
context = Transaction().context
return {
'year': relativedelta(years=1),
'month': relativedelta(months=1),
'day': relativedelta(days=1),
}.get(context.get('period'))
def get_trend(self, name):
name = name[:-len('_trend')]
if pygal:
chart = pygal.Line()
chart.add('', [getattr(ts, name) if ts else 0
for ts in self.time_series_all])
return chart.render_sparktext()
class AbstractTimeseries(Abstract):
date = fields.Date(lazy_gettext('purchase.msg_purchase_reporting_date'))
@classmethod
def __setup__(cls):
super().__setup__()
cls._order = [('date', 'ASC')]
@classmethod
def _columns(cls, tables):
return super()._columns(tables) + [
cls._column_date(tables).as_('date')]
@classmethod
def _column_date(cls, tables):
context = Transaction().context
purchase = tables['line.purchase']
date = DateTrunc(context.get('period'), purchase.purchase_date)
date = cls.date.sql_cast(date)
return date
@classmethod
def _group_by(cls, tables):
return super()._group_by(tables) + [cls._column_date(tables)]
class Context(ModelView):
"Purchase Reporting Context"
__name__ = 'purchase.reporting.context'
company = fields.Many2One('company.company', "Company", required=True)
from_date = fields.Date("From Date",
domain=[
If(Eval('to_date') & Eval('from_date'),
('from_date', '<=', Eval('to_date')),
()),
],
depends=['to_date'])
to_date = fields.Date("To Date",
domain=[
If(Eval('from_date') & Eval('to_date'),
('to_date', '>=', Eval('from_date')),
()),
],
depends=['from_date'])
period = fields.Selection([
('year', "Year"),
('month', "Month"),
('day', "Day"),
], "Period", required=True)
warehouse = fields.Many2One(
'stock.location', "Warehouse",
domain=[
('type', '=', 'warehouse'),
])
@classmethod
def default_company(cls):
return Transaction().context.get('company')
@classmethod
def default_from_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'from_date' in context:
return context['from_date']
return Date.today() - relativedelta(years=1)
@classmethod
def default_to_date(cls):
pool = Pool()
Date = pool.get('ir.date')
context = Transaction().context
if 'to_date' in context:
return context['to_date']
return Date.today()
@classmethod
def default_period(cls):
return Transaction().context.get('period', 'month')
@classmethod
def default_warehouse(cls):
return Transaction().context.get('warehouse')
class Main(Abstract, ModelView):
"Purchase Reporting"
__name__ = 'purchase.reporting.main'
time_series = fields.Function(fields.One2Many(
'purchase.reporting.main.time_series', None,
lazy_gettext('purchase.msg_purchase_reporting_time_series')),
'get_time_series')
def get_rec_name(self, name):
return ''
def get_time_series(self, name):
pool = Pool()
Timeseries = pool.get('purchase.reporting.main.time_series')
return [t.id for t in Timeseries.search([])]
class MainTimeseries(AbstractTimeseries, ModelView):
"Purchase Reporting"
__name__ = 'purchase.reporting.main.time_series'
class SupplierMixin(object):
__slots__ = ()
supplier = fields.Many2One(
'party.party', "Supplier",
context={
'company': Eval('company', -1),
},
depends=['company'])
@classmethod
def _columns(cls, tables):
purchase = tables['line.purchase']
return super()._columns(tables) + [purchase.party.as_('supplier')]
@classmethod
def _group_by(cls, tables):
purchase = tables['line.purchase']
return super()._group_by(tables) + [purchase.party]
def get_rec_name(self, name):
return self.supplier.rec_name
class Supplier(SupplierMixin, Abstract, ModelView):
"Purchase Reporting per Supplier"
__name__ = 'purchase.reporting.supplier'
time_series = fields.One2Many(
'purchase.reporting.supplier.time_series', 'supplier',
lazy_gettext('purchase.msg_purchase_reporting_time_series')),
@classmethod
def __setup__(cls):
super().__setup__()
cls._order.insert(0, ('supplier', 'ASC'))
@classmethod
def _column_id(cls, tables):
purchase = tables['line.purchase']
return purchase.party
class SupplierTimeseries(SupplierMixin, AbstractTimeseries, ModelView):
"Purchase Reporting per Supplier"
__name__ = 'purchase.reporting.supplier.time_series'
class ProductMixin(object):
__slots__ = ()
product = fields.Many2One(
'product.product', "Product",
context={
'company': Eval('company', -1),
},
depends=['company'])
product_supplier = fields.Many2One(
'purchase.product_supplier', "Supplier's Product")
@classmethod
def _columns(cls, tables):
line = tables['line']
return super()._columns(tables) + [
line.product.as_('product'),
line.product_supplier.as_('product_supplier'),
]
@classmethod
def _group_by(cls, tables):
line = tables['line']
return super()._group_by(tables) + [
line.product, line.product_supplier]
@classmethod
def _where(cls, tables):
context = Transaction().context
line = tables['line']
purchase = tables['line.purchase']
where = super()._where(tables)
where &= line.product != Null
where &= purchase.party == context.get('supplier')
return where
def get_rec_name(self, name):
pool = Pool()
Party = pool.get('party.party')
context = Transaction().context
name = self.product.rec_name if self.product else None
if context.get('supplier'):
supplier = Party(context['supplier'])
name += '@%s' % supplier.rec_name
return name
class Product(ProductMixin, Abstract, ModelView):
"Purchase Reporting per Product"
__name__ = 'purchase.reporting.product'
time_series = fields.One2Many(
'purchase.reporting.product.time_series', 'product',
lazy_gettext('purchase.msg_purchase_reporting_time_series')),
@classmethod
def __setup__(cls):
super().__setup__()
cls._order.insert(0, ('product', 'ASC'))
@classmethod
def _column_id(cls, tables):
line = tables['line']
return line.product
class ProductTimeseries(ProductMixin, AbstractTimeseries, ModelView):
"Purchase Reporting per Product"
__name__ = 'purchase.reporting.product.time_series'
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@@ -0,0 +1,456 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
<menuitem parent="menu_reporting"
name="Purchases"
sequence="10"
id="menu_reporting_purchase"
icon="tryton-graph"/>
<record model="ir.ui.view" id="reporting_context_view_form">
<field name="model">purchase.reporting.context</field>
<field name="type">form</field>
<field name="name">purchase_reporting_context_form</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_list">
<field name="model">purchase.reporting.main</field>
<field name="type">tree</field>
<field name="name">purchase_reporting_main_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_expense">
<field name="model">purchase.reporting.main</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_main_view_graph_number">
<field name="model">purchase.reporting.main</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main">
<field name="name">Purchases</field>
<field name="res_model">purchase.reporting.main</field>
<field name="context_model">purchase.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_view_list"/>
<field name="act_window" ref="act_reporting_main"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_purchase"/>
<field name="action" ref="act_reporting_main"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.main')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main">
<field name="model" search="[('model', '=', 'purchase.reporting.main')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_main_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.main')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_list">
<field name="model">purchase.reporting.main.time_series</field>
<field name="type">tree</field>
<field name="name">purchase_reporting_main_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_expense">
<field name="model">purchase.reporting.main.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_main_time_series_view_graph_number">
<field name="model">purchase.reporting.main.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_main_time_series">
<field name="name">Purchases</field>
<field name="res_model">purchase.reporting.main.time_series</field>
<field name="context_model">purchase.reporting.context</field>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_main_time_series_view_list"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_main_time_series_view_graph_expense"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_main_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_main_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_main_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">purchase.reporting.main,-1</field>
<field name="action" ref="act_reporting_main_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_main_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.main.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_main_time_series_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_main_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_main_time_series">
<field name="model" search="[('model', '=', 'purchase.reporting.main.time_series')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_main_time_series_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.main.time_series')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<!-- Supplier -->
<record model="ir.ui.view" id="reporting_supplier_view_list">
<field name="model">purchase.reporting.supplier</field>
<field name="inherit" ref="reporting_main_view_list"/>
<field name="name">purchase_reporting_supplier_list</field>
</record>
<record model="ir.ui.view" id="reporting_supplier_view_graph_expense">
<field name="model">purchase.reporting.supplier</field>
<field name="inherit" ref="reporting_main_view_graph_expense"/>
<field name="name">purchase_reporting_supplier_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_supplier_view_graph_number">
<field name="model">purchase.reporting.supplier</field>
<field name="inherit" ref="reporting_main_view_graph_number"/>
<field name="name">purchase_reporting_supplier_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_supplier">
<field name="name">Purchases per Supplier</field>
<field name="res_model">purchase.reporting.supplier</field>
<field name="context_model">purchase.reporting.context</field>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_supplier_view_list"/>
<field name="act_window" ref="act_reporting_supplier"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_supplier_view_graph_expense"/>
<field name="act_window" ref="act_reporting_supplier"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_supplier_view_graph_number"/>
<field name="act_window" ref="act_reporting_supplier"/>
</record>
<record model="ir.action.keyword" id="act_reporting_supplier_keyword1">
<field name="keyword">tree_open</field>
<field name="model" ref="menu_reporting_purchase"/>
<field name="action" ref="act_reporting_supplier"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_supplier_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.supplier')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_supplier_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_supplier_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_supplier">
<field name="model" search="[('model', '=', 'purchase.reporting.supplier')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_supplier_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.supplier')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_supplier_time_series_view_list">
<field name="model">purchase.reporting.supplier.time_series</field>
<field name="type">tree</field>
<field name="name">purchase_reporting_main_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_supplier_time_series_view_graph_expense">
<field name="model">purchase.reporting.supplier.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_supplier_time_series_view_graph_number">
<field name="model">purchase.reporting.supplier.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_supplier_time_series">
<field name="name">Purchases per Supplier</field>
<field name="res_model">purchase.reporting.supplier.time_series</field>
<field name="context_model">purchase.reporting.context</field>
<field
name="domain"
eval="[('supplier', '=', Eval('active_id', -1))]"
pyson="1"/>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_supplier_time_series_view_list"/>
<field name="act_window" ref="act_reporting_supplier_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_supplier_time_series_view_graph_expense"/>
<field name="act_window" ref="act_reporting_supplier_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_supplier_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_supplier_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_supplier_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_supplier_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">purchase.reporting.supplier,-1</field>
<field name="action" ref="act_reporting_supplier_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_supplier_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.supplier.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_supplier_time_series_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_supplier_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_supplier_time_series">
<field name="model" search="[('model', '=', 'purchase.reporting.supplier.time_series')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_supplier_time_series_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.supplier.time_series')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<!-- Product -->
<record model="ir.ui.view" id="reporting_product_view_list">
<field name="model">purchase.reporting.product</field>
<field name="inherit" ref="reporting_main_view_list"/>
<field name="name">purchase_reporting_product_list</field>
</record>
<record model="ir.ui.view" id="reporting_product_view_graph_expense">
<field name="model">purchase.reporting.product</field>
<field name="inherit" ref="reporting_main_view_graph_expense"/>
<field name="name">purchase_reporting_product_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_product_view_graph_number">
<field name="model">purchase.reporting.product</field>
<field name="inherit" ref="reporting_main_view_graph_number"/>
<field name="name">purchase_reporting_product_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_product">
<field name="name">Purchases per Product</field>
<field name="res_model">purchase.reporting.product</field>
<field name="context_model">purchase.reporting.context</field>
<field name="context" eval="{'supplier': Eval('active_id')}" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_product_view_list"/>
<field name="act_window" ref="act_reporting_product"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_product_view_graph_expense"/>
<field name="act_window" ref="act_reporting_product"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_product_view_graph_number"/>
<field name="act_window" ref="act_reporting_product"/>
</record>
<record model="ir.action.keyword" id="act_reporting_product_keyword1">
<field name="keyword">tree_open</field>
<field name="model">purchase.reporting.supplier,-1</field>
<field name="action" ref="act_reporting_product"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_product_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.product')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_product_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_product_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_product">
<field name="model" search="[('model', '=', 'purchase.reporting.product')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_product_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.product')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.ui.view" id="reporting_product_time_series_view_list">
<field name="model">purchase.reporting.product.time_series</field>
<field name="type">tree</field>
<field name="name">purchase_reporting_main_time_series_list</field>
</record>
<record model="ir.ui.view" id="reporting_product_time_series_view_graph_expense">
<field name="model">purchase.reporting.product.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_expense</field>
</record>
<record model="ir.ui.view" id="reporting_product_time_series_view_graph_number">
<field name="model">purchase.reporting.product.time_series</field>
<field name="type">graph</field>
<field name="name">purchase_reporting_main_time_series_graph_number</field>
</record>
<record model="ir.action.act_window" id="act_reporting_product_time_series">
<field name="name">Purchases per Product</field>
<field name="res_model">purchase.reporting.product.time_series</field>
<field name="context_model">purchase.reporting.context</field>
<field name="domain"
eval="[('product', '=', Eval('active_id', -1))]"
pyson="1"/>
<field name="order" eval="[('date', 'DESC')]" pyson="1"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_time_series_list_view1">
<field name="sequence" eval="10"/>
<field name="view" ref="reporting_product_time_series_view_list"/>
<field name="act_window" ref="act_reporting_product_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_time_series_list_view2">
<field name="sequence" eval="20"/>
<field name="view" ref="reporting_product_time_series_view_graph_expense"/>
<field name="act_window" ref="act_reporting_product_time_series"/>
</record>
<record model="ir.action.act_window.view" id="act_reporting_product_time_series_list_view3">
<field name="sequence" eval="30"/>
<field name="view" ref="reporting_product_time_series_view_graph_number"/>
<field name="act_window" ref="act_reporting_product_time_series"/>
</record>
<record model="ir.action.keyword" id="act_reporting_product_time_series_list_keyword1">
<field name="keyword">tree_open</field>
<field name="model">purchase.reporting.product,-1</field>
<field name="action" ref="act_reporting_product_time_series"/>
</record>
<record model="ir.rule.group" id="rule_group_reporting_product_time_series_companies">
<field name="name">User in companies</field>
<field name="model" search="[('model', '=', 'purchase.reporting.product.time_series')]"/>
<field name="global_p" eval="True"/>
</record>
<record model="ir.rule" id="rule_reporting_product_time_series_companies">
<field name="domain"
eval="[('company', 'in', Eval('companies', []))]"
pyson="1"/>
<field name="rule_group" ref="rule_group_reporting_product_time_series_companies"/>
</record>
<record model="ir.model.access" id="access_reporting_product_time_series">
<field name="model" search="[('model', '=', 'purchase.reporting.product.time_series')]"/>
<field name="perm_read" eval="False"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
<record model="ir.model.access" id="access_reporting_product_time_series_purchase">
<field name="model" search="[('model', '=', 'purchase.reporting.product.time_series')]"/>
<field name="group" ref="group_purchase"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_delete" eval="False"/>
</record>
</data>
</tryton>
+1
View File
@@ -142,6 +142,7 @@ setup(name=name,
python_requires='>=3.7',
install_requires=requires,
extras_require={
'sparklines': ['pygal'],
'test': tests_require,
},
dependency_links=dependency_links,
+154
View File
@@ -0,0 +1,154 @@
===========================
Purchase Reporting Scenario
===========================
Imports::
>>> from dateutil.relativedelta import relativedelta
>>> from decimal import Decimal
>>> from proteus import Model
>>> from trytond.tests.tools import activate_modules
>>> from trytond.modules.company.tests.tools import (
... create_company, get_company)
>>> from trytond.modules.account.tests.tools import (
... create_fiscalyear, create_chart, get_accounts)
>>> from trytond.modules.account_invoice.tests.tools import (
... set_fiscalyear_invoice_sequences)
Activate modules::
>>> config = activate_modules('purchase')
>>> Party = Model.get('party.party')
>>> ProductUom = Model.get('product.uom')
>>> ProductTemplate = Model.get('product.template')
>>> Purchase = Model.get('purchase.purchase')
>>> Supplier = Model.get('purchase.reporting.supplier')
>>> SupplierTimeseries = Model.get(
... 'purchase.reporting.supplier.time_series')
>>> Product = Model.get('purchase.reporting.product')
>>> ProductTimeseries = Model.get('purchase.reporting.product.time_series')
Create company::
>>> _ = create_company()
>>> company = get_company()
Create fiscal year::
>>> fiscalyear = set_fiscalyear_invoice_sequences(
... create_fiscalyear(company))
>>> fiscalyear.click('create_period')
Create chart of accounts::
>>> _ = create_chart(company)
>>> accounts = get_accounts(company)
>>> expense = accounts['expense']
Create parties::
>>> supplier1 = Party(name='Supplier1')
>>> supplier1.save()
>>> supplier2 = Party(name='Supplier2')
>>> supplier2.save()
Create products::
>>> unit, = ProductUom.find([('name', '=', 'Unit')])
>>> template1 = ProductTemplate()
>>> template1.name = "Product1"
>>> template1.default_uom = unit
>>> template1.type = 'service'
>>> template1.purchasable = True
>>> template1.list_price = Decimal('20')
>>> template1.save()
>>> product1, = template1.products
>>> product1.cost_price = Decimal('10')
>>> product1.save()
>>> template2, = template1.duplicate(default={'name': "Product2"})
>>> product2, = template2.products
>>> product2.cost_price = Decimal('10')
>>> product2.save()
Create purchases::
>>> purchase1 = Purchase()
>>> purchase1.party = supplier1
>>> purchase1.purchase_date = fiscalyear.start_date
>>> line = purchase1.lines.new()
>>> line.product = product1
>>> line.quantity = 2
>>> line = purchase1.lines.new()
>>> line.product = product2
>>> line.quantity = 1
>>> purchase1.click('quote')
>>> purchase1.click('confirm')
>>> purchase2 = Purchase()
>>> purchase2.party = supplier2
>>> purchase2.purchase_date = (
... fiscalyear.start_date + relativedelta(months=1))
>>> line = purchase2.lines.new()
>>> line.product = product1
>>> line.quantity = 1
>>> purchase2.click('quote')
>>> purchase2.click('confirm')
Check purchase reporting per supplier::
>>> context = dict(
... from_date=fiscalyear.start_date,
... to_date=fiscalyear.end_date,
... period='month')
>>> with config.set_context(context=context):
... reports = Supplier.find([])
... time_series = SupplierTimeseries.find([])
>>> len(reports)
2
>>> with config.set_context(context=context):
... sorted((r.supplier.id, r.number, r.expense) for r in reports) == \
... sorted([(supplier1.id, 1, Decimal('30')),
... (supplier2.id, 1, Decimal('10'))])
True
>>> len(time_series)
2
>>> purchase1_ts_date = purchase1.purchase_date.replace(day=1)
>>> purchase2_ts_date = purchase2.purchase_date.replace(day=1)
>>> with config.set_context(context=context):
... sorted((r.supplier.id, r.date, r.number, r.expense)
... for r in time_series) == sorted(
... [(supplier1.id, purchase1_ts_date, 1, Decimal('30')),
... (supplier2.id, purchase2_ts_date, 1, Decimal('10'))])
True
Check purchase reporting per product without supplier::
>>> with config.set_context(context=context):
... reports = Product.find([])
... time_series = ProductTimeseries.find([])
>>> len(reports)
0
Check purchase reporting per product with supplier::
>>> context['supplier'] = supplier1.id
>>> with config.set_context(context=context):
... reports = Product.find([])
... time_series = ProductTimeseries.find([])
>>> len(reports)
2
>>> with config.set_context(context=context):
... sorted((r.product.id, r.number, r.expense) for r in reports) == \
... sorted([(product1.id, 1, Decimal('20')),
... (product2.id, 1, Decimal('10'))])
True
>>> len(time_series)
2
>>> with config.set_context(context=context):
... sorted((r.product.id, r.date, r.number, r.expense)
... for r in time_series) == sorted(
... [(product1.id, purchase1_ts_date, 1, Decimal('20')),
... (product2.id, purchase1_ts_date, 1, Decimal('10'))])
True
+1
View File
@@ -14,6 +14,7 @@ depends:
stock
xml:
purchase.xml
purchase_reporting.xml
configuration.xml
party.xml
stock.xml
+17
View File
@@ -0,0 +1,17 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<form>
<group id="dates" colspan="2" col="4">
<label name="from_date"/>
<field name="from_date"/>
<label name="to_date"/>
<field name="to_date"/>
</group>
<label name="period"/>
<field name="period"/>
<label name="company"/>
<field name="company"/>
<label name="warehouse"/>
<field name="warehouse"/>
</form>
@@ -0,0 +1,11 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="id"/>
</x>
<y>
<field name="expense"/>
</y>
</graph>
@@ -0,0 +1,11 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="id"/>
</x>
<y>
<field name="number"/>
</y>
</graph>
+8
View File
@@ -0,0 +1,8 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<tree keyword_open="1">
<field name="number" sum="Number"/>
<field name="expense" sum="Expense"/>
<field name="expense_trend" expand="1"/>
</tree>
@@ -0,0 +1,11 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="date"/>
</x>
<y>
<field name="expense"/>
</y>
</graph>
@@ -0,0 +1,11 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<graph>
<x>
<field name="date"/>
</x>
<y>
<field name="number"/>
</y>
</graph>
@@ -0,0 +1,8 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<tree>
<field name="date"/>
<field name="number" sum="Number"/>
<field name="expense" sum="Expense"/>
</tree>
+9
View File
@@ -0,0 +1,9 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<data>
<xpath expr="//field[@name='number']" position="before">
<field name="product" expand="1"/>
<field name="product_supplier" expand="1"/>
</xpath>
</data>
@@ -0,0 +1,8 @@
<?xml version="1.0"?>
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
this repository contains the full copyright notices and license terms. -->
<data>
<xpath expr="//field[@name='number']" position="before">
<field name="supplier" expand="1"/>
</xpath>
</data>