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from . import models | ||
from . import wizards |
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# Copyright 2024 Therp BV | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "Sale Forecast", | ||
"summary": "Sale forecast report", | ||
"version": "16.0.1.0.0", | ||
"category": "Generic Modules/Sale", | ||
"author": "Therp BV, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/sale-workflow", | ||
"depends": ["sale", "stock_demand_estimate", "stock_demand_estimate_matrix"], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"views/date_range.xml", | ||
"views/sale_forecast.xml", | ||
"wizards/wizard_view.xml", | ||
], | ||
"license": "AGPL-3", | ||
} |
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from . import sale_forecast |
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from odoo import fields, models | ||
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class SaleForecast(models.Model): | ||
_name = "sale.forecast" | ||
_inherits = {"stock.demand.estimate": "stock_demand_id"} | ||
_description = "Sale forecast" | ||
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stock_demand_id = fields.Many2one( | ||
comodel_name="stock.demand.estimate", required=True, ondelete="cascade" | ||
) |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink | ||
access_sale_forecast,sale.forcast,model_sale_forecast,stock.group_stock_user,1,0,0,0 | ||
access_sale_forecast_system,sale.forecast.system,model_sale_forecast,stock.group_stock_manager,1,1,1,1 | ||
sale_forecast.access_sale_forecast_sheet,access_sale_forecast_sheet,sale_forecast.model_sale_forecast_sheet,stock.group_stock_manager,1,1,1,1 | ||
sale_forecast.access_sale_forecast_sheet_line,access_sale_forecast_sheet_line,sale_forecast.model_sale_forecast_sheet_line,stock.group_stock_manager,1,1,1,1 | ||
sale_forecast.access_sale_forecast_wizard,access_sale_forecast_wizard,sale_forecast.model_sale_forecast_wizard,stock.group_stock_manager,1,1,1,1 |
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<?xml version="1.0" ?> | ||
<odoo> | ||
<menuitem | ||
id="date_range_menu" | ||
name="Date Ranges" | ||
parent="sale.menu_sale_config" | ||
action="date_range.date_range_action" | ||
sequence="99" | ||
/> | ||
</odoo> |
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<?xml version="1.0" ?> | ||
<odoo> | ||
<record id="sale_forecast_view_tree" model="ir.ui.view"> | ||
<field name="name">sale.forecast.tree</field> | ||
<field name="model">sale.forecast</field> | ||
<field name="arch" type="xml"> | ||
<tree edit="1" editable="bottom"> | ||
<field name="date_range_id" /> | ||
<field name="date_from" string="Date From" /> | ||
<field name="date_to" string="Date To" /> | ||
<field name="product_id" /> | ||
<field name="location_id" /> | ||
<field name="product_uom_qty" /> | ||
<field name="product_uom" /> | ||
<field name="product_qty" /> | ||
<field name="daily_qty" /> | ||
</tree> | ||
</field> | ||
</record> | ||
<record id="sale_forecast_view_form" model="ir.ui.view"> | ||
<field name="name">sale.forecast.form</field> | ||
<field name="model">sale.forecast</field> | ||
<field name="arch" type="xml"> | ||
<form> | ||
<sheet> | ||
<group> | ||
<group name="dates_read" class="oe_read_only"> | ||
<field name="date_from" string="Date From" /> | ||
<field name="date_to" string="Date To" /> | ||
<field name="duration" string="Duration" /> | ||
</group> | ||
<group name="dates_edit" class="oe_edit_only"> | ||
<field name="manual_date_from" string="Date From" /> | ||
<field name="manual_date_to" string="Date To" /> | ||
<field name="manual_duration" string="Duration" /> | ||
</group> | ||
<group> | ||
<field name="product_id" /> | ||
<field name="location_id" /> | ||
<field name="product_uom_qty" /> | ||
<field name="product_uom" /> | ||
<field name="daily_qty" /> | ||
</group> | ||
</group> | ||
</sheet> | ||
</form> | ||
</field> | ||
</record> | ||
<record id="sale_forecast_view_pivot" model="ir.ui.view"> | ||
<field name="name">sale.forecast.pivot</field> | ||
<field name="model">sale.forecast</field> | ||
<field name="arch" type="xml"> | ||
<pivot string="Sale Forecast"> | ||
<field name="product_qty" type="measure" /> | ||
<field name="product_id" type="row" /> | ||
<field name="date_range_id" type="col" /> | ||
<field name="date_from" type="col" /> | ||
</pivot> | ||
</field> | ||
</record> | ||
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<record id="sale_forecast_view_graph" model="ir.ui.view"> | ||
<field name="name">sale.forecast.graph</field> | ||
<field name="model">sale.forecast</field> | ||
<field name="arch" type="xml"> | ||
<graph type="bar" stacked="True"> | ||
<field name="product_qty" type="measure" /> | ||
<field name="date_from" /> | ||
<field name="product_id" /> | ||
</graph> | ||
</field> | ||
</record> | ||
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<record id="sale_forecast_view_search" model="ir.ui.view"> | ||
<field name="name">sale.forecast.search</field> | ||
<field name="model">sale.forecast</field> | ||
<field name="arch" type="xml"> | ||
<search string="Search Sale Forecast"> | ||
<field name="product_id" /> | ||
<field name="location_id" /> | ||
<field name="date_range_id" /> | ||
<separator /> | ||
<filter | ||
name="expired" | ||
string="Expired" | ||
domain="[('date_to', '<', context_today().strftime('%Y-%m-%d'))]" | ||
/> | ||
<filter | ||
name="not_expired" | ||
string="Not Expired" | ||
domain="['|', ('date_to', '=', False), ('date_to', '>', context_today().strftime('%Y-%m-%d'))]" | ||
/> | ||
<separator /> | ||
<group expand="0" string="Group By"> | ||
<filter | ||
string="Product" | ||
name="groupby_product" | ||
domain="[]" | ||
context="{'group_by':'product_id'}" | ||
/> | ||
<filter | ||
string="Location" | ||
name="groupby_location" | ||
domain="[]" | ||
context="{'group_by':'location_id'}" | ||
/> | ||
<filter | ||
string="Date (From)" | ||
name="groupby_date_from" | ||
domain="[]" | ||
context="{'group_by':'date_from'}" | ||
/> | ||
</group> | ||
</search> | ||
</field> | ||
</record> | ||
<record id="sale_forecast_action" model="ir.actions.act_window"> | ||
<field name="name">Sale Forecast</field> | ||
<field name="type">ir.actions.act_window</field> | ||
<field name="res_model">sale.forecast</field> | ||
<field name="view_mode">tree,form,pivot,graph</field> | ||
<field name="search_view_id" ref="sale_forecast_view_search" /> | ||
<field name="context">{"search_default_not_expired": 1}</field> | ||
</record> | ||
<menuitem | ||
id="sale_forecast_menu" | ||
name="Forecast" | ||
parent="sale.sale_menu_root" | ||
sequence="10" | ||
/> | ||
<menuitem | ||
id="sale_forecast_record_menu" | ||
name="Forecast records" | ||
parent="sale_forecast_menu" | ||
action="sale_forecast_action" | ||
sequence="1" | ||
/> | ||
</odoo> |
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from . import wizards |
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<?xml version="1.0" ?> | ||
<odoo> | ||
<record id="sale_forecast_sheet_view_form" model="ir.ui.view"> | ||
<field name="name">sale.forecast.sheet.form</field> | ||
<field name="model">sale.forecast.sheet</field> | ||
<field name="arch" type="xml"> | ||
<form string="Sale Forecast Sheet"> | ||
<group name="dates"> | ||
<label for="date_start" string="Period" /> | ||
<div><field name="date_start" class="oe_inline" /> to <field | ||
name="date_end" | ||
class="oe_inline" | ||
/></div> | ||
</group> | ||
<group> | ||
<group name="attributes" colspan="2"> | ||
<field name="date_range_type_id" /> | ||
<field name="location_id" /> | ||
</group> | ||
</group> | ||
<notebook> | ||
<page name="estimated_quantity" string="Estimated quantity"> | ||
<field | ||
name="line_ids" | ||
nolabel="1" | ||
widget="x2many_2d_matrix" | ||
field_x_axis="value_x" | ||
field_y_axis="value_y" | ||
field_value="product_uom_qty" | ||
x_axis_clickable="0" | ||
y_axis_clickable="0" | ||
> | ||
<tree> | ||
<field name="value_x" /> | ||
<field name="value_y" /> | ||
<field name="product_uom_qty" /> | ||
</tree> | ||
</field> | ||
</page> | ||
</notebook> | ||
<footer> | ||
<button | ||
name="button_validate" | ||
type="object" | ||
string="Validate" | ||
class="oe_highlight" | ||
/> | ||
<button class="oe_link" special="cancel" string="Cancel" /> | ||
</footer> | ||
</form> | ||
</field> | ||
</record> | ||
<record id="sale_forecast_wizard_view_form" model="ir.ui.view"> | ||
<field name="name">sale.forecast.wizard.form</field> | ||
<field name="model">sale.forecast.wizard</field> | ||
<field name="arch" type="xml"> | ||
<form string="Stock Demand Estimate Wizard"> | ||
<sheet> | ||
<group name="dates"> | ||
<label for="date_start" string="Period" /> | ||
<div> | ||
<field name="date_start" class="oe_inline" /> | ||
to | ||
<field name="date_end" class="oe_inline" /> | ||
</div> | ||
</group> | ||
<group> | ||
<group name="attributes"> | ||
<field name="date_range_type_id" /> | ||
<field name="location_id" /> | ||
</group> | ||
</group> | ||
<notebook> | ||
<page name="products" string="Products"> | ||
<field name="product_ids" nolabel="1" /> | ||
</page> | ||
</notebook> | ||
</sheet> | ||
<footer> | ||
<button | ||
name="create_sheet" | ||
string="Prepare" | ||
type="object" | ||
class="oe_highlight" | ||
/> | ||
<button string="Cancel" class="oe_link" special="cancel" /> | ||
</footer> | ||
</form> | ||
</field> | ||
</record> | ||
<record id="sale_forecast_wizard_action" model="ir.actions.act_window"> | ||
<field name="name">Create Sale Forecast</field> | ||
<field name="res_model">sale.forecast.wizard</field> | ||
<field name="view_mode">form</field> | ||
<field name="target">new</field> | ||
<field name="binding_model_id" ref="model_sale_forecast_sheet" /> | ||
</record> | ||
<menuitem | ||
id="sale_forecast_wizard_menu" | ||
parent="sale_forecast.sale_forecast_menu" | ||
action="sale_forecast_wizard_action" | ||
sequence="3" | ||
/> | ||
</odoo> |
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from odoo import _, api, fields, models | ||
from odoo.exceptions import UserError | ||
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class SaleForecastSheet(models.TransientModel): | ||
_name = "sale.forecast.sheet" | ||
_inherits = {"stock.demand.estimate.sheet": "sheet_id"} | ||
_description = "Stock Demand Estimate Sheet" | ||
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sheet_id = fields.Many2one( | ||
comodel_name="stock.demand.estimate.sheet", required=True, ondelete="cascade" | ||
) | ||
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def button_validate(self): | ||
res = [] | ||
for line in self.line_ids: | ||
if line.estimate_id: | ||
line.estimate_id.product_uom_qty = line.product_uom_qty | ||
res.append(line.estimate_id.id) | ||
else: | ||
data = self._prepare_estimate_data(line) | ||
estimate = self.env["sale.forecast"].create(data) | ||
res.append(estimate.id) | ||
res = { | ||
"domain": [("id", "in", res)], | ||
"name": _("Sale Forecast"), | ||
"src_model": "sale.forecast.wizard", | ||
"view_type": "form", | ||
"view_mode": "tree", | ||
"res_model": "sale.forecast", | ||
"type": "ir.actions.act_window", | ||
} | ||
return res | ||
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@api.onchange( | ||
"date_start", | ||
"date_end", | ||
"date_range_type_id", | ||
) | ||
def _onchange_dates(self): | ||
return self.sheet_id._onchange_dates() | ||
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@api.model | ||
def _prepare_estimate_data(self, line): | ||
return self.sheet_id._prepare_estimate_data(line) | ||
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class SaleForecastSheetLine(models.TransientModel): | ||
_name = "sale.forecast.sheet.line" | ||
_inherits = {"stock.demand.estimate.sheet.line": "sheet_line_id"} | ||
_description = "Stock Demand Estimate Sheet Line" | ||
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sheet_line_id = fields.Many2one( | ||
comodel_name="stock.demand.estimate.sheet.line", | ||
required=True, | ||
ondelete="cascade", | ||
) | ||
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class SaleForecastWizard(models.TransientModel): | ||
_name = "sale.forecast.wizard" | ||
_inherits = {"stock.demand.estimate.wizard": "stock_wizard_id"} | ||
_description = "Sale Forecast Wizard" | ||
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stock_wizard_id = fields.Many2one( | ||
comodel_name="stock.demand.estimate.wizard", required=True, ondelete="cascade" | ||
) | ||
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def create_sheet(self): | ||
self.ensure_one() | ||
if not self.product_ids: | ||
raise UserError(_("You must select at least one product.")) | ||
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# 2d matrix widget need real records to work | ||
sheet = self.env["sale.forecast.sheet"].create( | ||
{ | ||
"date_start": self.date_start, | ||
"date_end": self.date_end, | ||
"date_range_type_id": self.date_range_type_id.id, | ||
"location_id": self.location_id.id, | ||
"product_ids": [(6, 0, self.product_ids.ids)], | ||
} | ||
) | ||
sheet._onchange_dates() | ||
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res = { | ||
"name": _("Forecast Sheet"), | ||
"src_model": "sale.forecast.wizard", | ||
"view_type": "form", | ||
"view_mode": "form", | ||
"target": "new", | ||
"res_model": "sale.forecast.sheet", | ||
"res_id": sheet.id, | ||
"type": "ir.actions.act_window", | ||
} | ||
return res |
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../../../../sale_forecast |
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