Files
goodie/addons/purchase/models/purchase_report.go
Marc fad2a37d1c Expand Sale/Purchase/Project + 102 ORM tests — +4633 LOC
Sale (1177→2321 LOC):
- Quotation templates (apply to order, option lines)
- Sales reports (by month, product, customer, salesperson, category)
- Advance payment wizard (delivered/percentage/fixed modes)
- SO cancel wizard, discount wizard
- action_quotation_sent, action_lock/unlock, preview_quotation
- Line computes: invoice_status, price_reduce, untaxed_amount
- Partner extension: sale_order_total

Purchase (478→1424 LOC):
- Purchase reports (by month, category, bill status, receipt analysis)
- Receipt creation from PO (action_create_picking)
- 3-way matching: action_view_picking, action_view_invoice
- button_approve, button_done, action_rfq_send
- Line computes: price_subtotal/total with tax, product onchange
- Partner extension: purchase_order_count/total

Project (218→1161 LOC):
- Project updates (status tracking: on_track/at_risk/off_track)
- Milestones (deadline, reached tracking, task count)
- Timesheet integration (account.analytic.line extension)
- Timesheet reports (by project, employee, task, week)
- Task recurrence model
- Task: planned/effective/remaining hours, progress, subtask hours
- Project: allocated/remaining hours, profitability actions

ORM Tests (102 tests, 0→1257 LOC):
- domain_test.go: 32 tests (compile, operators, AND/OR/NOT, null)
- field_test.go: 15 tests (IsCopyable, SQLType, IsRelational, IsStored)
- model_test.go: 21 tests (NewModel, AddFields, RegisterMethod, ExtendModel)
- domain_parse_test.go: 21 tests (parse Python domain strings)
- sanitize_test.go: 13 tests (false→nil, type conversions)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 23:39:41 +02:00

293 lines
9.3 KiB
Go

package models
import (
"fmt"
"time"
"odoo-go/pkg/orm"
)
// initPurchaseReport registers purchase.report — a transient model for purchase analysis.
// Mirrors: odoo/addons/purchase/report/purchase_report.py
//
// class PurchaseReport(models.Model):
// _name = 'purchase.report'
// _description = 'Purchase Report'
// _auto = False
func initPurchaseReport() {
m := orm.NewModel("purchase.report", orm.ModelOpts{
Description: "Purchase 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: "Vendor"}),
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: "Representative"}),
orm.Many2one("categ_id", "product.category", orm.FieldOpts{String: "Product Category"}),
orm.Selection("state", []orm.SelectionItem{
{Value: "draft", Label: "RFQ"},
{Value: "purchase", Label: "Purchase Order"},
{Value: "done", Label: "Done"},
{Value: "cancel", Label: "Cancelled"},
}, orm.FieldOpts{String: "Status"}),
)
// get_purchase_data: Aggregated purchase data for dashboards and reports.
// Mirrors: odoo/addons/purchase/report/purchase_report.py (SQL view query)
// Returns: { months, top_vendors, top_products, summary }
m.RegisterMethod("get_purchase_data", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
env := rs.Env()
// ── Spending by month (last 12 months) ──
monthRows, err := env.Tx().Query(env.Ctx(), `
SELECT date_trunc('month', po.date_order) AS month,
COUNT(DISTINCT po.id) AS order_count,
COALESCE(SUM(po.amount_total::float8), 0) AS spending,
COALESCE(AVG(po.amount_total::float8), 0) AS avg_order
FROM purchase_order po
WHERE po.state IN ('purchase', 'done')
GROUP BY month
ORDER BY month DESC
LIMIT 12`)
if err != nil {
return nil, fmt.Errorf("purchase_report: monthly spending query: %w", err)
}
defer monthRows.Close()
var months []map[string]interface{}
for monthRows.Next() {
var month time.Time
var cnt int64
var spending, avg float64
if err := monthRows.Scan(&month, &cnt, &spending, &avg); err != nil {
continue
}
months = append(months, map[string]interface{}{
"month": month.Format("2006-01"),
"orders": cnt,
"spending": spending,
"avg_order": avg,
})
}
// ── Top 10 vendors by spending ──
vendorRows, err := env.Tx().Query(env.Ctx(), `
SELECT p.name,
COUNT(DISTINCT po.id) AS orders,
COALESCE(SUM(po.amount_total::float8), 0) AS spending,
COALESCE(AVG(po.amount_total::float8), 0) AS avg_order
FROM purchase_order po
JOIN res_partner p ON p.id = po.partner_id
WHERE po.state IN ('purchase', 'done')
GROUP BY p.id, p.name
ORDER BY spending DESC
LIMIT 10`)
if err != nil {
return nil, fmt.Errorf("purchase_report: top vendors query: %w", err)
}
defer vendorRows.Close()
var vendors []map[string]interface{}
for vendorRows.Next() {
var name string
var cnt int64
var spending, avg float64
if err := vendorRows.Scan(&name, &cnt, &spending, &avg); err != nil {
continue
}
vendors = append(vendors, map[string]interface{}{
"vendor": name,
"orders": cnt,
"spending": spending,
"avg_order": avg,
})
}
// ── Top 10 products by purchase volume ──
prodRows, err := env.Tx().Query(env.Ctx(), `
SELECT pt.name,
SUM(pol.product_qty) AS qty,
COALESCE(SUM(pol.price_subtotal::float8), 0) AS spending,
COUNT(DISTINCT pol.order_id) AS order_count
FROM purchase_order_line pol
JOIN purchase_order po ON po.id = pol.order_id AND po.state IN ('purchase', 'done')
JOIN product_product pp ON pp.id = pol.product_id
JOIN product_template pt ON pt.id = pp.product_tmpl_id
WHERE pol.product_id IS NOT NULL
GROUP BY pt.name
ORDER BY spending DESC
LIMIT 10`)
if err != nil {
return nil, fmt.Errorf("purchase_report: top products query: %w", err)
}
defer prodRows.Close()
var products []map[string]interface{}
for prodRows.Next() {
var name string
var qty, spending float64
var orderCnt int64
if err := prodRows.Scan(&name, &qty, &spending, &orderCnt); err != nil {
continue
}
products = append(products, map[string]interface{}{
"product": name,
"qty": qty,
"spending": spending,
"orders": orderCnt,
})
}
// ── Summary totals ──
var totalOrders int64
var totalSpending, avgOrderValue float64
env.Tx().QueryRow(env.Ctx(), `
SELECT COUNT(*), COALESCE(SUM(amount_total::float8), 0), COALESCE(AVG(amount_total::float8), 0)
FROM purchase_order WHERE state IN ('purchase', 'done')
`).Scan(&totalOrders, &totalSpending, &avgOrderValue)
return map[string]interface{}{
"months": months,
"top_vendors": vendors,
"top_products": products,
"summary": map[string]interface{}{
"total_orders": totalOrders,
"total_spending": totalSpending,
"avg_order_value": avgOrderValue,
},
}, nil
})
// get_purchases_by_category: Breakdown by product category.
// Mirrors: odoo/addons/purchase/report/purchase_report.py (grouped by categ_id)
m.RegisterMethod("get_purchases_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 pol.order_id) AS orders,
SUM(pol.product_qty) AS qty,
COALESCE(SUM(pol.price_subtotal::float8), 0) AS spending
FROM purchase_order_line pol
JOIN purchase_order po ON po.id = pol.order_id AND po.state IN ('purchase', 'done')
LEFT JOIN product_product pp ON pp.id = pol.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 pol.product_id IS NOT NULL
GROUP BY pc.name
ORDER BY spending DESC`)
if err != nil {
return nil, fmt.Errorf("purchase_report: category query: %w", err)
}
defer rows.Close()
var results []map[string]interface{}
for rows.Next() {
var name string
var orders int64
var qty, spending float64
if err := rows.Scan(&name, &orders, &qty, &spending); err != nil {
continue
}
results = append(results, map[string]interface{}{
"category": name,
"orders": orders,
"qty": qty,
"spending": spending,
})
}
return results, nil
})
// get_bill_status_analysis: Invoice/bill status analysis.
// Mirrors: odoo/addons/purchase/report/purchase_report.py (invoice_status grouping)
m.RegisterMethod("get_bill_status_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 spending
FROM purchase_order
WHERE state IN ('purchase', 'done')
GROUP BY invoice_status
ORDER BY spending DESC`)
if err != nil {
return nil, fmt.Errorf("purchase_report: bill status query: %w", err)
}
defer rows.Close()
var results []map[string]interface{}
for rows.Next() {
var status string
var count int64
var spending float64
if err := rows.Scan(&status, &count, &spending); err != nil {
continue
}
results = append(results, map[string]interface{}{
"status": status,
"count": count,
"spending": spending,
})
}
return results, nil
})
// get_receipt_analysis: Receipt/delivery status analysis.
// Mirrors: odoo/addons/purchase/report/purchase_report.py (receipt_status grouping)
m.RegisterMethod("get_receipt_analysis", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
env := rs.Env()
rows, err := env.Tx().Query(env.Ctx(), `
SELECT
CASE
WHEN COALESCE(SUM(pol.qty_received), 0) = 0 THEN 'pending'
WHEN SUM(pol.qty_received) < SUM(pol.product_qty) THEN 'partial'
ELSE 'full'
END AS status,
COUNT(DISTINCT po.id) AS count,
COALESCE(SUM(po.amount_total::float8), 0) AS spending
FROM purchase_order po
LEFT JOIN purchase_order_line pol ON pol.order_id = po.id
WHERE po.state IN ('purchase', 'done')
GROUP BY po.id`)
if err != nil {
return nil, fmt.Errorf("purchase_report: receipt analysis query: %w", err)
}
defer rows.Close()
// Aggregate the per-PO results
statusMap := map[string]map[string]interface{}{
"pending": {"status": "pending", "count": int64(0), "spending": float64(0)},
"partial": {"status": "partial", "count": int64(0), "spending": float64(0)},
"full": {"status": "full", "count": int64(0), "spending": float64(0)},
}
for rows.Next() {
var status string
var count int64
var spending float64
if err := rows.Scan(&status, &count, &spending); err != nil {
continue
}
if entry, ok := statusMap[status]; ok {
entry["count"] = entry["count"].(int64) + count
entry["spending"] = entry["spending"].(float64) + spending
}
}
var results []map[string]interface{}
for _, v := range statusMap {
if v["count"].(int64) > 0 {
results = append(results, v)
}
}
return results, nil
})
}