Merge PR #93 into 12.0

Signed-off-by dreispt
This commit is contained in:
OCA-git-bot
2021-12-04 14:19:11 +00:00
14 changed files with 877 additions and 0 deletions

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===================
Stock Kardex Report
===================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
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:target: https://github.com/OCA/stock-logistics-reporting/tree/12.0/stock_kardex_report
:alt: OCA/stock-logistics-reporting
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:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This report shows the stock of a product in a specific location in a defined time period.
If I ask a report for Product A from 01-01-2020 to 03-01-2020 in location WH/Stock
The report will be the following
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product | Date | Description | Origin | Destination | Qty | Balance |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 01-01-2020 12:00:00 | Initial Balance | | | 100 | 100 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 12:00:00 | PO001 | Vendors | WH/Stock | 100 | 200 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 14:00:00 | SO001 | WH/Stock | Customers | -50 | 150 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 16:30:00 | SO002 | WH/Stock | Customers | -75 | 75 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 03-01-2020 12:00:00 | PO002 | Vendors | WH/Stock | 100 | 175 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
**Table of contents**
.. contents::
:local:
Usage
=====
To get the stock kardex report:
#. Go to Inventory/Reports/Stock Kardex Report
#. A wizard will open; select the product, location and date range to generate the report.
#. Click on *Retrieve Kardex Report* button.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/stock-logistics-reporting/issues/new?body=module:%20stock_kardex_report%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Jarsa
Contributors
~~~~~~~~~~~~
* `Jarsa Sistemas, S.A. de C.V. <http://www.jarsa.com.mx>`_:
* Juventino Villegas <juventino.villegas@jarsa.com.mx>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/stock-logistics-reporting <https://github.com/OCA/stock-logistics-reporting/tree/12.0/stock_kardex_report>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lpgl.html).
from . import models
from . import wizard

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lpgl.html).
{
'name': 'Stock Kardex Report',
'summary': 'Generate Kardex Report',
'version': '12.0.1.0.0',
'category': 'Reports',
'author': 'Jarsa,'
'Odoo Community Association (OCA)',
'website': "https://github.com/OCA/stock-logistics-reporting",
'license': 'LGPL-3',
'depends': [
'stock',
],
'data': [
'views/stock_kardex_report_views.xml',
'wizard/stock_kardex_report_wizard_view.xml',
'security/ir.model.access.csv',
],
}

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lpgl.html).
from . import stock_kardex_report

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl.html).
from odoo import fields, models
class StockKardexReport(models.Model):
_name = 'stock.kardex.report'
_description = 'This model creates a kardex report for stock moves'
_order = 'date desc'
move_id = fields.Many2one('stock.move', readonly=True)
product_id = fields.Many2one('product.product', readonly=True)
product_uom_id = fields.Many2one('uom.uom', readonly=True)
lot_id = fields.Many2one('stock.production.lot', readonly=True)
owner_id = fields.Many2one('res.partner', readonly=True)
package_id = fields.Many2one('stock.quant.package', readonly=True)
location_id = fields.Many2one('stock.location', readonly=True)
location_dest_id = fields.Many2one('stock.location', readonly=True)
qty_done = fields.Float('Done', readonly=True)
date = fields.Datetime(readonly=True)
origin = fields.Char(readonly=True)
balance = fields.Float(readonly=True)

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* `Jarsa Sistemas, S.A. de C.V. <http://www.jarsa.com.mx>`_:
* Juventino Villegas <juventino.villegas@jarsa.com.mx>

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This report shows the stock of a product in a specific location in a defined time period.
If I ask a report for Product A from 01-01-2020 to 03-01-2020 in location WH/Stock
The report will be the following
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product | Date | Description | Origin | Destination | Qty | Balance |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 01-01-2020 12:00:00 | Initial Balance | | | 100 | 100 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 12:00:00 | PO001 | Vendors | WH/Stock | 100 | 200 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 14:00:00 | SO001 | WH/Stock | Customers | -50 | 150 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 02-01-2020 16:30:00 | SO002 | WH/Stock | Customers | -75 | 75 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+
| Product A | 03-01-2020 12:00:00 | PO002 | Vendors | WH/Stock | 100 | 175 |
+-----------+---------------------+-----------------+----------+-------------+-----+---------+

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To get the stock kardex report:
#. Go to Inventory/Reports/Stock Kardex Report
#. A wizard will open; select the product, location and date range to generate the report.
#. Click on *Retrieve Kardex Report* button.

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_stock_kardex_report_user,access_stock_kardex_report_user,model_stock_kardex_report,stock.group_stock_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_stock_kardex_report_user access_stock_kardex_report_user model_stock_kardex_report stock.group_stock_user 1 1 1 1

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<body>
<div class="document" id="stock-kardex-report">
<h1 class="title">Stock Kardex Report</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/stock-logistics-reporting/tree/12.0/stock_kardex_report"><img alt="OCA/stock-logistics-reporting" src="https://img.shields.io/badge/github-OCA%2Fstock--logistics--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/stock-logistics-reporting-12-0/stock-logistics-reporting-12-0-stock_kardex_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/151/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This report shows the stock of a product in a specific location in a defined time period.</p>
<p>If I ask a report for Product A from 01-01-2020 to 03-01-2020 in location WH/Stock</p>
<p>The report will be the following</p>
<table border="1" class="docutils">
<colgroup>
<col width="13%" />
<col width="24%" />
<col width="20%" />
<col width="12%" />
<col width="15%" />
<col width="6%" />
<col width="10%" />
</colgroup>
<tbody valign="top">
<tr><td>Product</td>
<td>Date</td>
<td>Description</td>
<td>Origin</td>
<td>Destination</td>
<td>Qty</td>
<td>Balance</td>
</tr>
<tr><td>Product A</td>
<td>01-01-2020 12:00:00</td>
<td>Initial Balance</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>100</td>
<td>100</td>
</tr>
<tr><td>Product A</td>
<td>02-01-2020 12:00:00</td>
<td>PO001</td>
<td>Vendors</td>
<td>WH/Stock</td>
<td>100</td>
<td>200</td>
</tr>
<tr><td>Product A</td>
<td>02-01-2020 14:00:00</td>
<td>SO001</td>
<td>WH/Stock</td>
<td>Customers</td>
<td>-50</td>
<td>150</td>
</tr>
<tr><td>Product A</td>
<td>02-01-2020 16:30:00</td>
<td>SO002</td>
<td>WH/Stock</td>
<td>Customers</td>
<td>-75</td>
<td>75</td>
</tr>
<tr><td>Product A</td>
<td>03-01-2020 12:00:00</td>
<td>PO002</td>
<td>Vendors</td>
<td>WH/Stock</td>
<td>100</td>
<td>175</td>
</tr>
</tbody>
</table>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
<p>To get the stock kardex report:</p>
<ol class="arabic simple">
<li>Go to Inventory/Reports/Stock Kardex Report</li>
<li>A wizard will open; select the product, location and date range to generate the report.</li>
<li>Click on <em>Retrieve Kardex Report</em> button.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/stock-logistics-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/stock-logistics-reporting/issues/new?body=module:%20stock_kardex_report%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
<ul class="simple">
<li>Jarsa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="http://www.jarsa.com.mx">Jarsa Sistemas, S.A. de C.V.</a>:<ul>
<li>Juventino Villegas &lt;<a class="reference external" href="mailto:juventino.villegas&#64;jarsa.com.mx">juventino.villegas&#64;jarsa.com.mx</a>&gt;</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/stock-logistics-reporting/tree/12.0/stock_kardex_report">OCA/stock-logistics-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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<odoo>
<record id="stock_kardex_report_tree_view" model="ir.ui.view">
<field name="name">stock.kardex.report.tree</field>
<field name="model">stock.kardex.report</field>
<field name="arch" type="xml">
<tree string="Stock Kardex Report" default_order='date'>
<field name="date"/>
<field name="origin"/>
<field name="product_id"/>
<field name="product_uom_id"/>
<field name="location_id"/>
<field name="location_dest_id"/>
<field name="lot_id"/>
<field name="owner_id"/>
<field name="package_id"/>
<field name="qty_done"/>
<field name="balance"/>
</tree>
</field>
</record>
</odoo>

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lpgl.html).
from . import stock_kardex_report_wizard

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# Copyright 2020, Jarsa Sistemas, S.A. de C.V.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl.html).
from odoo import _, fields, models
import textwrap
class StockKardexReportWiz(models.TransientModel):
_name = 'stock.kardex.report.wiz'
_description = 'Wizard to create kardex reports of stock moves'
date_from = fields.Datetime(
string='From', required=True, default=fields.Datetime.now)
date_to = fields.Datetime(
string='To', required=True, default=fields.Datetime.now)
product = fields.Many2one('product.product', required=True)
location = fields.Many2one('stock.location', required=True)
def open_table(self):
self.env['stock.kardex.report'].search([]).unlink()
self._cr.execute('''
SELECT
a.done - b.done
AS
total
FROM
(
SELECT sum(qty_done)
AS
done
FROM
stock_move_line
WHERE
product_id = %s
AND
state = \'done\'
AND
date < %s
AND
location_dest_id = %s
)
a
CROSS JOIN
(
SELECT sum(qty_done)
AS
done
FROM
stock_move_line
WHERE
product_id = %s
AND
state = \'done\'
AND
date < %s
AND
location_id = %s
)
b
''', [
self.product.id, self.date_from, self.location.id,
self.product.id, self.date_from, self.location.id
])
start_qty = self._cr.dictfetchall()
total = 0
if start_qty[0]['total']:
total = start_qty[0]['total']
self._cr.execute("""WITH one AS (
SELECT
sml.product_id, sml.product_uom_id,
sml.lot_id, sml.owner_id, sml.package_id,
sml.qty_done, sml.move_id, sml.location_id,
sml.location_dest_id, sm.date, sm.origin,
sm.state
FROM stock_move_line sml
INNER JOIN stock_move sm
ON sml.move_id = sm.id
WHERE
sm.date >= %s
AND sm.date <= %s),
two AS (
SELECT *
FROM one
WHERE location_id = %s
OR location_dest_id = %s)
SELECT *
FROM two
WHERE product_id = %s
AND state = 'done'
ORDER BY date;""", [
self.date_from, self.date_to,
self.location.id, self.location.id,
self.product.id
])
moves = self._cr.dictfetchall()
report_list = []
report_list.append({
'product_id': self.product.id,
'qty_done': 0,
'date': self.date_from,
'origin': _('Initial Balance'),
'balance': total,
})
for rec in moves:
done_qty = rec['qty_done']
if rec['location_id'] == self.location.id:
done_qty = -rec['qty_done']
total += done_qty
origin = rec['origin']
if origin:
origin = textwrap.shorten(
rec['origin'], width=80, placeholder="...")
line = {
'move_id': rec['move_id'],
'product_id': rec['product_id'],
'product_uom_id': rec['product_uom_id'],
'lot_id': rec['lot_id'],
'owner_id': rec['owner_id'],
'package_id': rec['package_id'],
'qty_done': done_qty,
'location_id': rec['location_id'],
'location_dest_id': rec['location_dest_id'],
'date': rec['date'],
'balance': total,
'origin': origin,
}
report_list.append(line)
self.env['stock.kardex.report'].create(report_list)
tree_view_id = self.env.ref(
'stock_kardex_report.stock_kardex_report_tree_view').id
action = {
'type': 'ir.actions.act_window',
'views': [(tree_view_id, 'tree')],
'view_id': tree_view_id,
'view_mode': 'tree',
'name': _('Stock Report'),
'res_model': 'stock.kardex.report',
}
return action

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<odoo>
<record id="view_stock_kardex_report" model="ir.ui.view">
<field name="name">Inventory Kardex Report</field>
<field name="model">stock.kardex.report.wiz</field>
<field name="arch" type="xml">
<form>
<group>
<group>
<field name="product"/>
<field name="location"/>
<field name="date_from"/>
<field name="date_to"/>
</group>
</group>
<footer>
<button name="open_table" string="Retrieve Kardex Report" type="object" class="btn-primary"/>
<button string="Cancel" class="btn-secondary" special="cancel" />
</footer>
</form>
</field>
</record>
<record id="action_stock_kardex_report" model="ir.actions.act_window">
<field name="name">Stock Kardex Report</field>
<field name="res_model">stock.kardex.report.wiz</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="view_stock_kardex_report"/>
<field name="target">new</field>
</record>
<menuitem id="menu_kardex_report" name="Stock Kardex Report" parent="stock.menu_warehouse_report" action="action_stock_kardex_report"/>
</odoo>