package models import ( "fmt" "time" "odoo-go/pkg/orm" ) // initSaleReport registers sale.report — a transient model for sales analysis. // Mirrors: odoo/addons/sale/report/sale_report.py // // class SaleReport(models.Model): // _name = 'sale.report' // _description = 'Sales Analysis Report' // _auto = False func initSaleReport() { m := orm.NewModel("sale.report", orm.ModelOpts{ Description: "Sales Analysis Report", Type: orm.ModelTransient, }) m.AddFields( orm.Date("date_from", orm.FieldOpts{String: "Start Date"}), orm.Date("date_to", orm.FieldOpts{String: "End Date"}), orm.Many2one("partner_id", "res.partner", orm.FieldOpts{String: "Customer"}), orm.Many2one("product_id", "product.product", orm.FieldOpts{String: "Product"}), orm.Many2one("product_tmpl_id", "product.template", orm.FieldOpts{String: "Product Template"}), orm.Many2one("company_id", "res.company", orm.FieldOpts{String: "Company"}), orm.Many2one("user_id", "res.users", orm.FieldOpts{String: "Salesperson"}), orm.Many2one("team_id", "crm.team", orm.FieldOpts{String: "Sales Team"}), orm.Many2one("categ_id", "product.category", orm.FieldOpts{String: "Product Category"}), orm.Selection("state", []orm.SelectionItem{ {Value: "draft", Label: "Quotation"}, {Value: "sale", Label: "Sales Order"}, {Value: "done", Label: "Done"}, {Value: "cancel", Label: "Cancelled"}, }, orm.FieldOpts{String: "Status"}), ) // get_sales_data: Retrieve aggregated sales data for dashboards and reports. // Mirrors: odoo/addons/sale/report/sale_report.py (the SQL view query logic) // Returns: { months, top_products, top_customers, summary } m.RegisterMethod("get_sales_data", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() // ── Revenue by month (last 12 months) ── monthRows, err := env.Tx().Query(env.Ctx(), ` SELECT date_trunc('month', so.date_order) AS month, COUNT(DISTINCT so.id) AS order_count, COALESCE(SUM(so.amount_total::float8), 0) AS revenue, COALESCE(AVG(so.amount_total::float8), 0) AS avg_order FROM sale_order so WHERE so.state IN ('sale', 'done') GROUP BY month ORDER BY month DESC LIMIT 12`) if err != nil { return nil, fmt.Errorf("sale_report: monthly revenue query: %w", err) } defer monthRows.Close() var months []map[string]interface{} for monthRows.Next() { var month time.Time var cnt int64 var rev, avg float64 if err := monthRows.Scan(&month, &cnt, &rev, &avg); err != nil { continue } months = append(months, map[string]interface{}{ "month": month.Format("2006-01"), "orders": cnt, "revenue": rev, "avg_order": avg, }) } // ── Top 10 products by revenue ── prodRows, err := env.Tx().Query(env.Ctx(), ` SELECT pt.name, SUM(sol.product_uom_qty) AS qty, COALESCE(SUM(sol.price_subtotal::float8), 0) AS revenue, COUNT(DISTINCT sol.order_id) AS order_count FROM sale_order_line sol JOIN sale_order so ON so.id = sol.order_id AND so.state IN ('sale', 'done') JOIN product_product pp ON pp.id = sol.product_id JOIN product_template pt ON pt.id = pp.product_tmpl_id WHERE sol.product_id IS NOT NULL GROUP BY pt.name ORDER BY revenue DESC LIMIT 10`) if err != nil { return nil, fmt.Errorf("sale_report: top products query: %w", err) } defer prodRows.Close() var products []map[string]interface{} for prodRows.Next() { var name string var qty, rev float64 var orderCnt int64 if err := prodRows.Scan(&name, &qty, &rev, &orderCnt); err != nil { continue } products = append(products, map[string]interface{}{ "product": name, "qty": qty, "revenue": rev, "orders": orderCnt, }) } // ── Top 10 customers by revenue ── custRows, err := env.Tx().Query(env.Ctx(), ` SELECT p.name, COUNT(DISTINCT so.id) AS orders, COALESCE(SUM(so.amount_total::float8), 0) AS revenue, COALESCE(AVG(so.amount_total::float8), 0) AS avg_order FROM sale_order so JOIN res_partner p ON p.id = so.partner_id WHERE so.state IN ('sale', 'done') GROUP BY p.id, p.name ORDER BY revenue DESC LIMIT 10`) if err != nil { return nil, fmt.Errorf("sale_report: top customers query: %w", err) } defer custRows.Close() var customers []map[string]interface{} for custRows.Next() { var name string var cnt int64 var rev, avg float64 if err := custRows.Scan(&name, &cnt, &rev, &avg); err != nil { continue } customers = append(customers, map[string]interface{}{ "customer": name, "orders": cnt, "revenue": rev, "avg_order": avg, }) } // ── Summary totals ── var totalOrders int64 var totalRevenue, avgOrderValue float64 env.Tx().QueryRow(env.Ctx(), ` SELECT COUNT(*), COALESCE(SUM(amount_total::float8), 0), COALESCE(AVG(amount_total::float8), 0) FROM sale_order WHERE state IN ('sale', 'done') `).Scan(&totalOrders, &totalRevenue, &avgOrderValue) return map[string]interface{}{ "months": months, "top_products": products, "top_customers": customers, "summary": map[string]interface{}{ "total_orders": totalOrders, "total_revenue": totalRevenue, "avg_order_value": avgOrderValue, }, }, nil }) // get_sales_by_salesperson: Breakdown by salesperson. // Mirrors: odoo/addons/sale/report/sale_report.py (grouped by user_id) m.RegisterMethod("get_sales_by_salesperson", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() rows, err := env.Tx().Query(env.Ctx(), ` SELECT COALESCE(rp.name, 'Unassigned') AS salesperson, COUNT(DISTINCT so.id) AS orders, COALESCE(SUM(so.amount_total::float8), 0) AS revenue, COALESCE(AVG(so.amount_total::float8), 0) AS avg_order FROM sale_order so LEFT JOIN res_users ru ON ru.id = so.user_id LEFT JOIN res_partner rp ON rp.id = ru.partner_id WHERE so.state IN ('sale', 'done') GROUP BY rp.name ORDER BY revenue DESC`) if err != nil { return nil, fmt.Errorf("sale_report: salesperson query: %w", err) } defer rows.Close() var results []map[string]interface{} for rows.Next() { var name string var orders int64 var rev, avg float64 if err := rows.Scan(&name, &orders, &rev, &avg); err != nil { continue } results = append(results, map[string]interface{}{ "salesperson": name, "orders": orders, "revenue": rev, "avg_order": avg, }) } return results, nil }) // get_sales_by_category: Breakdown by product category. // Mirrors: odoo/addons/sale/report/sale_report.py (grouped by categ_id) m.RegisterMethod("get_sales_by_category", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() rows, err := env.Tx().Query(env.Ctx(), ` SELECT COALESCE(pc.name, 'Uncategorized') AS category, COUNT(DISTINCT sol.order_id) AS orders, SUM(sol.product_uom_qty) AS qty, COALESCE(SUM(sol.price_subtotal::float8), 0) AS revenue FROM sale_order_line sol JOIN sale_order so ON so.id = sol.order_id AND so.state IN ('sale', 'done') LEFT JOIN product_product pp ON pp.id = sol.product_id LEFT JOIN product_template pt ON pt.id = pp.product_tmpl_id LEFT JOIN product_category pc ON pc.id = pt.categ_id WHERE sol.product_id IS NOT NULL GROUP BY pc.name ORDER BY revenue DESC`) if err != nil { return nil, fmt.Errorf("sale_report: category query: %w", err) } defer rows.Close() var results []map[string]interface{} for rows.Next() { var name string var orders int64 var qty, rev float64 if err := rows.Scan(&name, &orders, &qty, &rev); err != nil { continue } results = append(results, map[string]interface{}{ "category": name, "orders": orders, "qty": qty, "revenue": rev, }) } return results, nil }) // get_invoice_analysis: Invoice status analysis. // Mirrors: odoo/addons/sale/report/sale_report.py (invoice_status grouping) m.RegisterMethod("get_invoice_analysis", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() rows, err := env.Tx().Query(env.Ctx(), ` SELECT COALESCE(invoice_status, 'no') AS status, COUNT(*) AS count, COALESCE(SUM(amount_total::float8), 0) AS revenue FROM sale_order WHERE state IN ('sale', 'done') GROUP BY invoice_status ORDER BY revenue DESC`) if err != nil { return nil, fmt.Errorf("sale_report: invoice analysis query: %w", err) } defer rows.Close() var results []map[string]interface{} for rows.Next() { var status string var count int64 var rev float64 if err := rows.Scan(&status, &count, &rev); err != nil { continue } results = append(results, map[string]interface{}{ "status": status, "count": count, "revenue": rev, }) } return results, nil }) } // initSaleOrderWarnMsg registers the sale.order.onchange.warning transient model. // Mirrors: odoo/addons/sale/wizard/sale_order_cancel.py (cancel warning dialog) func initSaleOrderWarnMsg() { m := orm.NewModel("sale.order.cancel", orm.ModelOpts{ Description: "Sale Order Cancel", Type: orm.ModelTransient, }) m.AddFields( orm.Many2one("order_id", "sale.order", orm.FieldOpts{String: "Sale Order"}), orm.Text("display_name", orm.FieldOpts{String: "Warning"}), ) // action_cancel: Confirm the cancellation of the sale order. m.RegisterMethod("action_cancel", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() wizID := rs.IDs()[0] var orderID int64 err := env.Tx().QueryRow(env.Ctx(), `SELECT order_id FROM sale_order_cancel WHERE id = $1`, wizID).Scan(&orderID) if err != nil { return nil, fmt.Errorf("sale_cancel: read wizard %d: %w", wizID, err) } soRS := env.Model("sale.order").Browse(orderID) soModel := orm.Registry.Get("sale.order") if fn, ok := soModel.Methods["action_cancel"]; ok { return fn(soRS) } return nil, fmt.Errorf("sale_cancel: action_cancel method not found") }) } // initSaleAdvancePaymentWizard registers the sale.advance.payment.inv wizard. // Mirrors: odoo/addons/sale/wizard/sale_make_invoice_advance.py // // class SaleAdvancePaymentInv(models.TransientModel): // _name = 'sale.advance.payment.inv' // _description = 'Sales Advance Payment Invoice' func initSaleAdvancePaymentWizard() { m := orm.NewModel("sale.advance.payment.inv", orm.ModelOpts{ Description: "Sales Advance Payment Invoice", Type: orm.ModelTransient, }) m.AddFields( orm.Selection("advance_payment_method", []orm.SelectionItem{ {Value: "delivered", Label: "Regular invoice"}, {Value: "percentage", Label: "Down payment (percentage)"}, {Value: "fixed", Label: "Down payment (fixed amount)"}, }, orm.FieldOpts{String: "Create Invoice", Default: "delivered", Required: true}), orm.Float("amount", orm.FieldOpts{String: "Down Payment Amount", Default: 0}), orm.Boolean("has_down_payments", orm.FieldOpts{String: "Has down payments"}), orm.Boolean("deduct_down_payments", orm.FieldOpts{String: "Deduct down payments", Default: true}), orm.Many2one("product_id", "product.product", orm.FieldOpts{String: "Down Payment Product"}), orm.Many2one("currency_id", "res.currency", orm.FieldOpts{String: "Currency"}), orm.Float("fixed_amount", orm.FieldOpts{String: "Fixed Amount"}), orm.Integer("count", orm.FieldOpts{String: "Order Count"}), orm.Many2many("sale_order_ids", "sale.order", orm.FieldOpts{String: "Sale Orders"}), ) // create_invoices: Generate invoices based on the wizard settings. // Mirrors: odoo/addons/sale/wizard/sale_make_invoice_advance.py create_invoices() m.RegisterMethod("create_invoices", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) { env := rs.Env() wizID := rs.IDs()[0] // Read wizard settings var method string var amount, fixedAmount float64 env.Tx().QueryRow(env.Ctx(), `SELECT COALESCE(advance_payment_method, 'delivered'), COALESCE(amount, 0), COALESCE(fixed_amount, 0) FROM sale_advance_payment_inv WHERE id = $1`, wizID, ).Scan(&method, &amount, &fixedAmount) // Get linked sale order IDs from the M2M or from context soRows, err := env.Tx().Query(env.Ctx(), `SELECT sale_order_id FROM sale_order_sale_advance_payment_inv_rel WHERE sale_advance_payment_inv_id = $1`, wizID) if err != nil { return nil, fmt.Errorf("sale_advance_wiz: read SO IDs: %w", err) } defer soRows.Close() var soIDs []int64 for soRows.Next() { var id int64 soRows.Scan(&id) soIDs = append(soIDs, id) } if len(soIDs) == 0 { return nil, fmt.Errorf("sale_advance_wiz: no sale orders linked") } soModel := orm.Registry.Get("sale.order") switch method { case "delivered": // Create regular invoices for all linked SOs soRS := env.Model("sale.order").Browse(soIDs...) if fn, ok := soModel.Methods["create_invoices"]; ok { return fn(soRS) } return nil, fmt.Errorf("sale_advance_wiz: create_invoices method not found") case "percentage": // Create down payment invoices for _, soID := range soIDs { soRS := env.Model("sale.order").Browse(soID) if fn, ok := soModel.Methods["action_create_down_payment"]; ok { if _, err := fn(soRS, amount); err != nil { return nil, fmt.Errorf("sale_advance_wiz: down payment for SO %d: %w", soID, err) } } } return true, nil case "fixed": // Create fixed-amount down payment (treat as percentage by computing %) for _, soID := range soIDs { var total float64 env.Tx().QueryRow(env.Ctx(), `SELECT COALESCE(amount_total::float8, 0) FROM sale_order WHERE id = $1`, soID).Scan(&total) pct := float64(0) if total > 0 { pct = fixedAmount / total * 100 } soRS := env.Model("sale.order").Browse(soID) if fn, ok := soModel.Methods["action_create_down_payment"]; ok { if _, err := fn(soRS, pct); err != nil { return nil, fmt.Errorf("sale_advance_wiz: fixed down payment for SO %d: %w", soID, err) } } } return true, nil } return nil, fmt.Errorf("sale_advance_wiz: unknown method %q", method) }) }