Can I create Custom report with Partner level in V17? I want to know how much amount of sales generated by which sales rep to each partner level.
Sales need to be grouped by product, partner level and sales rep.
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I'm functional consultant, don't have knowledge in coding... Is it possible from studio ? or any front end changes ?
Thanks for your time.
Hi,
You can try this code
from odoo import api, models
class CustomSalesReport(models.AbstractModel):
_name = 'report.custom_module.report_custom_sales'
@api.model
def get_report_data(self, product_id, partner_level):
# Fetch sales data based on product, partner level, etc.
sales_data = self.env['sale.order'].search([
('product_id', '=', product_id),
('partner_id.partner_level', '=', partner_level),
])
report_lines = []
for sale_order in sales_data:
sales_amount = sum(line.price_subtotal for line in sale_order.order_line)
report_line = {
'product_id': sale_order.product_id.name,
'partner_id': sale_order.partner_id.name,
'sales_rep_id': sale_order.user_id.name,
'partner_level': sale_order.partner_id.partner_level,
'sales_amount': sales_amount,
}
report_lines.append(report_line)
return report_lines
Xml code:
for menu
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<menuitem id="menu_custom_sales_report" name="Custom Sales Report" action="action_custom_sales_
</odoo>
For templates :
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="report_custom_sales_
<t t-call="web.html_container">
<t t-foreach="docs" t-as="line">
<div class="report-line">
<span><t t-esc="http://line.product_id.name" target="_blank">line.product_id.name"/>
<span><t t-esc="http://line.partner_id.name" target="_blank">line.partner_id.name"/>
<span><t t-esc="http://line.sales_rep_id.name" target="_blank">line.sales_rep_id.name"
<span><t t-esc="line.partner_level"/></
<span><t t-esc="line.sales_amount"/></
</div>
</t>
</t>
</template>
</odoo>
for Report :
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="action_custom_sales_
<field name="name">Custom Sales Report</field>
<field name="model">custom_module.
<field name="report_type">qweb-pdf</
<field name="report_name">custom_
<field name="report_file">custom_
<field name="report_template" ref="custom_module.report_
</record>
</odoo>
Hope it helps
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