fad2a37d1c
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>
422 lines
14 KiB
Go
422 lines
14 KiB
Go
package models
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import (
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"fmt"
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"time"
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"odoo-go/pkg/orm"
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)
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// initSaleReport registers sale.report — a transient model for sales analysis.
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// Mirrors: odoo/addons/sale/report/sale_report.py
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//
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// class SaleReport(models.Model):
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// _name = 'sale.report'
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// _description = 'Sales Analysis Report'
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// _auto = False
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func initSaleReport() {
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m := orm.NewModel("sale.report", orm.ModelOpts{
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Description: "Sales Analysis Report",
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Type: orm.ModelTransient,
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})
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m.AddFields(
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orm.Date("date_from", orm.FieldOpts{String: "Start Date"}),
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orm.Date("date_to", orm.FieldOpts{String: "End Date"}),
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orm.Many2one("partner_id", "res.partner", orm.FieldOpts{String: "Customer"}),
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orm.Many2one("product_id", "product.product", orm.FieldOpts{String: "Product"}),
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orm.Many2one("product_tmpl_id", "product.template", orm.FieldOpts{String: "Product Template"}),
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orm.Many2one("company_id", "res.company", orm.FieldOpts{String: "Company"}),
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orm.Many2one("user_id", "res.users", orm.FieldOpts{String: "Salesperson"}),
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orm.Many2one("team_id", "crm.team", orm.FieldOpts{String: "Sales Team"}),
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orm.Many2one("categ_id", "product.category", orm.FieldOpts{String: "Product Category"}),
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orm.Selection("state", []orm.SelectionItem{
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{Value: "draft", Label: "Quotation"},
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{Value: "sale", Label: "Sales Order"},
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{Value: "done", Label: "Done"},
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{Value: "cancel", Label: "Cancelled"},
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}, orm.FieldOpts{String: "Status"}),
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)
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// get_sales_data: Retrieve aggregated sales data for dashboards and reports.
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// Mirrors: odoo/addons/sale/report/sale_report.py (the SQL view query logic)
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// Returns: { months, top_products, top_customers, summary }
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m.RegisterMethod("get_sales_data", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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// ── Revenue by month (last 12 months) ──
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monthRows, err := env.Tx().Query(env.Ctx(), `
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SELECT date_trunc('month', so.date_order) AS month,
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COUNT(DISTINCT so.id) AS order_count,
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COALESCE(SUM(so.amount_total::float8), 0) AS revenue,
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COALESCE(AVG(so.amount_total::float8), 0) AS avg_order
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FROM sale_order so
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WHERE so.state IN ('sale', 'done')
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GROUP BY month
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ORDER BY month DESC
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LIMIT 12`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: monthly revenue query: %w", err)
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}
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defer monthRows.Close()
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var months []map[string]interface{}
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for monthRows.Next() {
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var month time.Time
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var cnt int64
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var rev, avg float64
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if err := monthRows.Scan(&month, &cnt, &rev, &avg); err != nil {
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continue
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}
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months = append(months, map[string]interface{}{
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"month": month.Format("2006-01"),
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"orders": cnt,
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"revenue": rev,
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"avg_order": avg,
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})
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}
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// ── Top 10 products by revenue ──
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prodRows, err := env.Tx().Query(env.Ctx(), `
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SELECT pt.name,
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SUM(sol.product_uom_qty) AS qty,
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COALESCE(SUM(sol.price_subtotal::float8), 0) AS revenue,
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COUNT(DISTINCT sol.order_id) AS order_count
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FROM sale_order_line sol
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JOIN sale_order so ON so.id = sol.order_id AND so.state IN ('sale', 'done')
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JOIN product_product pp ON pp.id = sol.product_id
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JOIN product_template pt ON pt.id = pp.product_tmpl_id
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WHERE sol.product_id IS NOT NULL
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GROUP BY pt.name
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ORDER BY revenue DESC
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LIMIT 10`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: top products query: %w", err)
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}
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defer prodRows.Close()
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var products []map[string]interface{}
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for prodRows.Next() {
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var name string
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var qty, rev float64
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var orderCnt int64
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if err := prodRows.Scan(&name, &qty, &rev, &orderCnt); err != nil {
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continue
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}
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products = append(products, map[string]interface{}{
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"product": name,
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"qty": qty,
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"revenue": rev,
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"orders": orderCnt,
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})
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}
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// ── Top 10 customers by revenue ──
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custRows, err := env.Tx().Query(env.Ctx(), `
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SELECT p.name,
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COUNT(DISTINCT so.id) AS orders,
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COALESCE(SUM(so.amount_total::float8), 0) AS revenue,
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COALESCE(AVG(so.amount_total::float8), 0) AS avg_order
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FROM sale_order so
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JOIN res_partner p ON p.id = so.partner_id
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WHERE so.state IN ('sale', 'done')
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GROUP BY p.id, p.name
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ORDER BY revenue DESC
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LIMIT 10`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: top customers query: %w", err)
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}
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defer custRows.Close()
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var customers []map[string]interface{}
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for custRows.Next() {
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var name string
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var cnt int64
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var rev, avg float64
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if err := custRows.Scan(&name, &cnt, &rev, &avg); err != nil {
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continue
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}
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customers = append(customers, map[string]interface{}{
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"customer": name,
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"orders": cnt,
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"revenue": rev,
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"avg_order": avg,
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})
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}
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// ── Summary totals ──
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var totalOrders int64
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var totalRevenue, avgOrderValue float64
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env.Tx().QueryRow(env.Ctx(), `
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SELECT COUNT(*), COALESCE(SUM(amount_total::float8), 0), COALESCE(AVG(amount_total::float8), 0)
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FROM sale_order WHERE state IN ('sale', 'done')
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`).Scan(&totalOrders, &totalRevenue, &avgOrderValue)
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return map[string]interface{}{
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"months": months,
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"top_products": products,
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"top_customers": customers,
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"summary": map[string]interface{}{
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"total_orders": totalOrders,
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"total_revenue": totalRevenue,
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"avg_order_value": avgOrderValue,
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},
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}, nil
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})
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// get_sales_by_salesperson: Breakdown by salesperson.
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// Mirrors: odoo/addons/sale/report/sale_report.py (grouped by user_id)
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m.RegisterMethod("get_sales_by_salesperson", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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rows, err := env.Tx().Query(env.Ctx(), `
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SELECT COALESCE(rp.name, 'Unassigned') AS salesperson,
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COUNT(DISTINCT so.id) AS orders,
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COALESCE(SUM(so.amount_total::float8), 0) AS revenue,
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COALESCE(AVG(so.amount_total::float8), 0) AS avg_order
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FROM sale_order so
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LEFT JOIN res_users ru ON ru.id = so.user_id
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LEFT JOIN res_partner rp ON rp.id = ru.partner_id
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WHERE so.state IN ('sale', 'done')
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GROUP BY rp.name
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ORDER BY revenue DESC`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: salesperson query: %w", err)
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}
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defer rows.Close()
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var results []map[string]interface{}
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for rows.Next() {
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var name string
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var orders int64
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var rev, avg float64
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if err := rows.Scan(&name, &orders, &rev, &avg); err != nil {
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continue
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}
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results = append(results, map[string]interface{}{
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"salesperson": name,
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"orders": orders,
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"revenue": rev,
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"avg_order": avg,
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})
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}
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return results, nil
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})
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// get_sales_by_category: Breakdown by product category.
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// Mirrors: odoo/addons/sale/report/sale_report.py (grouped by categ_id)
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m.RegisterMethod("get_sales_by_category", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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rows, err := env.Tx().Query(env.Ctx(), `
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SELECT COALESCE(pc.name, 'Uncategorized') AS category,
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COUNT(DISTINCT sol.order_id) AS orders,
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SUM(sol.product_uom_qty) AS qty,
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COALESCE(SUM(sol.price_subtotal::float8), 0) AS revenue
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FROM sale_order_line sol
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JOIN sale_order so ON so.id = sol.order_id AND so.state IN ('sale', 'done')
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LEFT JOIN product_product pp ON pp.id = sol.product_id
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LEFT JOIN product_template pt ON pt.id = pp.product_tmpl_id
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LEFT JOIN product_category pc ON pc.id = pt.categ_id
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WHERE sol.product_id IS NOT NULL
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GROUP BY pc.name
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ORDER BY revenue DESC`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: category query: %w", err)
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}
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defer rows.Close()
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var results []map[string]interface{}
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for rows.Next() {
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var name string
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var orders int64
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var qty, rev float64
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if err := rows.Scan(&name, &orders, &qty, &rev); err != nil {
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continue
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}
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results = append(results, map[string]interface{}{
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"category": name,
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"orders": orders,
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"qty": qty,
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"revenue": rev,
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})
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}
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return results, nil
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})
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// get_invoice_analysis: Invoice status analysis.
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// Mirrors: odoo/addons/sale/report/sale_report.py (invoice_status grouping)
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m.RegisterMethod("get_invoice_analysis", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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rows, err := env.Tx().Query(env.Ctx(), `
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SELECT COALESCE(invoice_status, 'no') AS status,
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COUNT(*) AS count,
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COALESCE(SUM(amount_total::float8), 0) AS revenue
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FROM sale_order
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WHERE state IN ('sale', 'done')
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GROUP BY invoice_status
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ORDER BY revenue DESC`)
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if err != nil {
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return nil, fmt.Errorf("sale_report: invoice analysis query: %w", err)
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}
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defer rows.Close()
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var results []map[string]interface{}
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for rows.Next() {
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var status string
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var count int64
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var rev float64
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if err := rows.Scan(&status, &count, &rev); err != nil {
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continue
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}
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results = append(results, map[string]interface{}{
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"status": status,
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"count": count,
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"revenue": rev,
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})
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}
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return results, nil
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})
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}
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// initSaleOrderWarnMsg registers the sale.order.onchange.warning transient model.
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// Mirrors: odoo/addons/sale/wizard/sale_order_cancel.py (cancel warning dialog)
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func initSaleOrderWarnMsg() {
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m := orm.NewModel("sale.order.cancel", orm.ModelOpts{
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Description: "Sale Order Cancel",
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Type: orm.ModelTransient,
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})
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m.AddFields(
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orm.Many2one("order_id", "sale.order", orm.FieldOpts{String: "Sale Order"}),
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orm.Text("display_name", orm.FieldOpts{String: "Warning"}),
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)
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// action_cancel: Confirm the cancellation of the sale order.
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m.RegisterMethod("action_cancel", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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wizID := rs.IDs()[0]
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var orderID int64
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err := env.Tx().QueryRow(env.Ctx(),
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`SELECT order_id FROM sale_order_cancel WHERE id = $1`, wizID).Scan(&orderID)
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if err != nil {
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return nil, fmt.Errorf("sale_cancel: read wizard %d: %w", wizID, err)
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}
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soRS := env.Model("sale.order").Browse(orderID)
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soModel := orm.Registry.Get("sale.order")
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if fn, ok := soModel.Methods["action_cancel"]; ok {
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return fn(soRS)
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}
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return nil, fmt.Errorf("sale_cancel: action_cancel method not found")
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})
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}
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// initSaleAdvancePaymentWizard registers the sale.advance.payment.inv wizard.
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// Mirrors: odoo/addons/sale/wizard/sale_make_invoice_advance.py
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//
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// class SaleAdvancePaymentInv(models.TransientModel):
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// _name = 'sale.advance.payment.inv'
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// _description = 'Sales Advance Payment Invoice'
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func initSaleAdvancePaymentWizard() {
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m := orm.NewModel("sale.advance.payment.inv", orm.ModelOpts{
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Description: "Sales Advance Payment Invoice",
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Type: orm.ModelTransient,
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})
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m.AddFields(
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orm.Selection("advance_payment_method", []orm.SelectionItem{
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{Value: "delivered", Label: "Regular invoice"},
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{Value: "percentage", Label: "Down payment (percentage)"},
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{Value: "fixed", Label: "Down payment (fixed amount)"},
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}, orm.FieldOpts{String: "Create Invoice", Default: "delivered", Required: true}),
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orm.Float("amount", orm.FieldOpts{String: "Down Payment Amount", Default: 0}),
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orm.Boolean("has_down_payments", orm.FieldOpts{String: "Has down payments"}),
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orm.Boolean("deduct_down_payments", orm.FieldOpts{String: "Deduct down payments", Default: true}),
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orm.Many2one("product_id", "product.product", orm.FieldOpts{String: "Down Payment Product"}),
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orm.Many2one("currency_id", "res.currency", orm.FieldOpts{String: "Currency"}),
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orm.Float("fixed_amount", orm.FieldOpts{String: "Fixed Amount"}),
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orm.Integer("count", orm.FieldOpts{String: "Order Count"}),
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orm.Many2many("sale_order_ids", "sale.order", orm.FieldOpts{String: "Sale Orders"}),
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)
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// create_invoices: Generate invoices based on the wizard settings.
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// Mirrors: odoo/addons/sale/wizard/sale_make_invoice_advance.py create_invoices()
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m.RegisterMethod("create_invoices", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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wizID := rs.IDs()[0]
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// Read wizard settings
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var method string
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var amount, fixedAmount float64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(advance_payment_method, 'delivered'),
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COALESCE(amount, 0), COALESCE(fixed_amount, 0)
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FROM sale_advance_payment_inv WHERE id = $1`, wizID,
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).Scan(&method, &amount, &fixedAmount)
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// Get linked sale order IDs from the M2M or from context
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soRows, err := env.Tx().Query(env.Ctx(),
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`SELECT sale_order_id FROM sale_order_sale_advance_payment_inv_rel
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WHERE sale_advance_payment_inv_id = $1`, wizID)
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if err != nil {
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return nil, fmt.Errorf("sale_advance_wiz: read SO IDs: %w", err)
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}
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defer soRows.Close()
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var soIDs []int64
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for soRows.Next() {
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var id int64
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soRows.Scan(&id)
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soIDs = append(soIDs, id)
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}
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if len(soIDs) == 0 {
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return nil, fmt.Errorf("sale_advance_wiz: no sale orders linked")
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}
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soModel := orm.Registry.Get("sale.order")
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switch method {
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case "delivered":
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// Create regular invoices for all linked SOs
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soRS := env.Model("sale.order").Browse(soIDs...)
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if fn, ok := soModel.Methods["create_invoices"]; ok {
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return fn(soRS)
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}
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return nil, fmt.Errorf("sale_advance_wiz: create_invoices method not found")
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case "percentage":
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// Create down payment invoices
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for _, soID := range soIDs {
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soRS := env.Model("sale.order").Browse(soID)
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if fn, ok := soModel.Methods["action_create_down_payment"]; ok {
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if _, err := fn(soRS, amount); err != nil {
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return nil, fmt.Errorf("sale_advance_wiz: down payment for SO %d: %w", soID, err)
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}
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}
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}
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return true, nil
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case "fixed":
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// Create fixed-amount down payment (treat as percentage by computing %)
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for _, soID := range soIDs {
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var total float64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(amount_total::float8, 0) FROM sale_order WHERE id = $1`, soID).Scan(&total)
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pct := float64(0)
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if total > 0 {
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pct = fixedAmount / total * 100
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}
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soRS := env.Model("sale.order").Browse(soID)
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if fn, ok := soModel.Methods["action_create_down_payment"]; ok {
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if _, err := fn(soRS, pct); err != nil {
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return nil, fmt.Errorf("sale_advance_wiz: fixed down payment for SO %d: %w", soID, err)
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}
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}
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}
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return true, nil
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}
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return nil, fmt.Errorf("sale_advance_wiz: unknown method %q", method)
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})
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}
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