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.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
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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