Merge e539c35 into 3afde50

purchase_stock_analysis/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :alt: License: AGPL-3
+
+Purchase Stock Analysis
+=======================
+
+This module provides a new "Purchase Stock Analysis" report that extends the
+one called "Purchase Analysis" included in the standard Purchase module, adding
+a few metrics to assess the performance of suppliers.
+
+Usage
+=====
+
+This module adds a new report "Purchase Stock Analysis" under 
+Reporting/Purchase. In addition to the information found in 
+"Purchase Analysis", some new measures are added:
+
+* Days from initial to updated schedule
+
+* Days from initial to updated Scheduled Date of delivery
+
+* Days from the updated Scheduled Date to the actual Delivery Date
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/141/8.0
+
+For further information, please visit:
+
+* https://www.odoo.com/forum/help-1
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/purchase-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
+`here <https://github.com/OCA/purchase-reporting/issues/new?body=module:%20purchase_stock_analysis%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* Leonardo Pistone <leonardo.pistone@camptocamp.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit http://odoo-community.org.

purchase_stock_analysis/__init__.py

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+from . import model

purchase_stock_analysis/__openerp__.py

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+# -*- coding: utf-8 -*-
+#    Author: Leonardo Pistone
+#    Copyright 2015 Camptocamp SA
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+{
+    'name': 'Purchase Stock Analysis',
+    'version': '1.0',
+    'category': 'Purchases',
+    'author': "Camptocamp,Odoo Community Association (OCA)",
+    'website': 'http://www.camptocamp.com',
+    'depends': ['purchase'],
+    'data': ['view/purchase_stock_analysis.xml'],
+}

purchase_stock_analysis/model/__init__.py

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+from . import purchase_stock_analysis

purchase_stock_analysis/model/purchase_stock_analysis.py

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+# -*- coding: utf-8 -*-
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#    Copyright 2015 Camptocamp SA
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from openerp import tools, models, fields
+
+
+class PurchaseStockAnalysis(models.Model):
+    _name = "purchase.stock.analysis"
+    _description = "Purchases Stock Analysis"
+    _auto = False
+
+    date_order = fields.Datetime(
+        readonly=True,
+        help="Date on which this document has been created")
+    state = fields.Selection(
+        [('draft', 'Request for Quotation'),
+         ('confirmed', 'Waiting Supplier Ack'),
+         ('approved', 'Approved'),
+         ('except_picking', 'Shipping Exception'),
+         ('except_invoice', 'Invoice Exception'),
+         ('done', 'Done'),
+         ('cancel', 'Cancelled')], readonly=True)
+    product_id = fields.Many2one('product.product', readonly=True)
+    picking_type_id = fields.Many2one('stock.warehouse', readonly=True)
+    location_id = fields.Many2one('stock.location', 'Destination',
+                                  readonly=True)
+    partner_id = fields.Many2one('res.partner', 'Supplier', readonly=True)
+    pricelist_id = fields.Many2one('product.pricelist', 'Pricelist',
+                                   readonly=True)
+    date_approve = fields.Date('Date Approved', readonly=True)
+    expected_date = fields.Date('Expected Date', readonly=True)
+    validator = fields.Many2one('res.users', 'Validated By', readonly=True)
+    product_uom = fields.Many2one('product.uom', 'Reference Unit of Measure',
+                                  required=True)
+    company_id = fields.Many2one('res.company', 'Company', readonly=True)
+    user_id = fields.Many2one('res.users', 'Responsible', readonly=True)
+
+    delay = fields.Float(
+        'Days to Validate', digits=(16, 2), readonly=True,
+        help='Days between the Order Date and the Date Approval')
+
+    # was delay_pass in purchase analysis
+    days_to_deliver = fields.Float(
+        digits=(16, 2), readonly=True,
+        help='Days between the Order Date and the initial Scheduled Date')
+
+    days_initial_to_updated_schedule = fields.Float(
+        digits=(16, 2), readonly=True,
+        help='Days from initial to updated Scheduled Date of Delivery')
+
+    days_schedule_to_actual_delivery = fields.Float(
+        digits=(16, 2), readonly=True,
+        help='Days from the updated Scheduled Date of Delivery and the actual'
+        'Delivery Date')
+
+    unit_quantity = fields.Integer('Unit Quantity', readonly=True)
+    price_total = fields.Float('Total Price', readonly=True)
+    price_average = fields.Float('Average Price', readonly=True,
+                                 group_operator="avg")
+    negociation = fields.Float('Purchase-Standard Price', readonly=True,
+                               group_operator="avg")
+    price_standard = fields.Float(readonly=True, group_operator="sum")
+    category_id = fields.Many2one('product.category', readonly=True)
+
+    _order = 'date_order desc, price_total desc'
+
+    def init(self, cr):
+        tools.sql.drop_view_if_exists(cr, 'purchase_stock_analysis')
+        cr.execute("""
+            create or replace view purchase_stock_analysis as (
+                WITH currency_rate (currency_id, rate, date_start, date_end)
+                AS (
+                    SELECT r.currency_id, r.rate, r.name AS date_start,
+                        (SELECT name FROM res_currency_rate r2
+                        WHERE r2.name > r.name AND
+                            r2.currency_id = r.currency_id
+                         ORDER BY r2.name ASC
+                         LIMIT 1) AS date_end
+                    FROM res_currency_rate r
+                )
+                select
+                    min(l.id) as id,
+                    s.date_order as date_order,
+                    l.state,
+                    s.date_approve,
+                    s.minimum_planned_date as expected_date,
+                    s.dest_address_id,
+                    s.pricelist_id,
+                    s.validator,
+                    spt.warehouse_id as picking_type_id,
+                    s.partner_id as partner_id,
+                    s.create_uid as user_id,
+                    s.company_id as company_id,
+                    l.product_id,
+                    t.categ_id as category_id,
+                    t.uom_id as product_uom,
+                    s.location_id as location_id,
+                    sum(l.product_qty/u.factor*u2.factor) as unit_quantity,
+                    extract(epoch from age(s.date_approve,s.date_order)) /
+                        (24*60*60)::decimal(16,2) as delay,
+
+                    extract(epoch from age(l.date_planned,s.date_order)) /
+                    (24*60*60)::decimal(16,2) as days_to_deliver,
+
+                    extract(epoch from move.date_expected - l.date_planned)
+                         / (24*60*60)::decimal(16,2)
+                         as days_initial_to_updated_schedule,
+                    extract(epoch from move.date - move.date_expected)
+                         / (24*60*60)::decimal(16,2)
+                         as days_schedule_to_actual_delivery,
+
+                    sum(l.price_unit * cr.rate * l.product_qty)::decimal(16, 2)
+                        as price_total,
+                    avg(100.0 * (l.price_unit * cr.rate * l.product_qty) /
+                        NULLIF(ip.value_float * l.product_qty / u.factor
+                            * u2.factor, 0.0))::decimal(16,2) as negociation,
+                    sum(ip.value_float * l.product_qty/u.factor
+                        * u2.factor)::decimal(16,2) as price_standard,
+                    (sum(l.product_qty*cr.rate*l.price_unit)/
+                        NULLIF(sum(l.product_qty/u.factor*u2.factor),
+                               0.0))::decimal(16,2) as price_average
+                from purchase_order_line l
+                    join purchase_order s on (l.order_id=s.id)
+                        left join product_product p on (l.product_id=p.id)
+                            left join product_template t
+                                on (p.product_tmpl_id=t.id)
+                            LEFT JOIN ir_property ip ON
+                                (ip.name='standard_price'
+                                 AND ip.res_id=CONCAT('product.template,',t.id)
+                                 AND ip.company_id=s.company_id)
+                    left join product_uom u on (u.id=l.product_uom)
+                    left join product_uom u2 on (u2.id=t.uom_id)
+                    left join stock_picking_type spt
+                        on (spt.id=s.picking_type_id)
+                    join currency_rate cr on (cr.currency_id = s.currency_id
+                        and cr.date_start <= coalesce(s.date_order, now()) and
+                        (cr.date_end is null
+                         or cr.date_end > coalesce(s.date_order, now())))
+                    left join stock_move move on (move.purchase_line_id=l.id)
+                group by
+                    s.company_id,
+                    s.create_uid,
+                    s.partner_id,
+                    u.factor,
+                    s.location_id,
+                    l.price_unit,
+                    s.date_approve,
+                    l.date_planned,
+                    l.product_uom,
+                    s.minimum_planned_date,
+                    s.pricelist_id,
+                    s.validator,
+                    s.dest_address_id,
+                    l.product_id,
+                    t.categ_id,
+                    s.date_order,
+                    l.state,
+                    spt.warehouse_id,
+                    u.uom_type,
+                    u.category_id,
+                    t.uom_id,
+                    u.id,
+                    u2.factor,
+                    move.date,
+                    move.date_expected
+            )
+        """)

purchase_stock_analysis/view/purchase_stock_analysis.xml

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+<?xml version="1.0"?>
+<openerp>
+  <data>
+
+    <record model="ir.ui.view" id="view_purchase_stock_analysis_graph">
+      <field name="name">view_purchase_stock_analysis_graph</field>
+      <field name="model">purchase.stock.analysis</field>
+      <field name="arch" type="xml">
+        <graph string="Purchase Stock Analysis" type="pivot">
+          <field name="partner_id" type="row"/>
+          <field name="date_order" interval="month" type="col"/>
+          <field name="price_total" type="measure"/>
+          <field name="unit_quantity" type="measure"/>
+          <field name="price_average" type="measure"/>
+        </graph>
+      </field>
+    </record>
+
+    <record id="filter_purchase_stock_analysis_monthly_purchases" model="ir.filters">
+      <field name="name">Monthly Purchases</field>
+      <field name="model_id">purchase.stock.analysis</field>
+      <field name="domain">[('state','&lt;&gt;','cancel')]</field>
+      <field name="user_id" eval="False"/>
+      <field name="context">{'group_by': ['category_id'], 'col_group_by': ['date_order:month'], 'measures': ['unit_quantity']}</field>
+    </record>
+
+    <record id="filter_purchase_stock_analysis_price_per_supplier" model="ir.filters">
+      <field name="name">Price Per Supplier</field>
+      <field name="model_id">purchase.stock.analysis</field>
+      <field name="domain">[('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]</field>
+      <field name="user_id" eval="False"/>
+      <field name="context">{'group_by': ['partner_id'], 'col_group_by': ['product_id'], 'measures': ['price_average']}</field>
+    </record>
+
+    <record id="filter_days_to_deliver" model="ir.filters">
+      <field name="name">Days to deliver</field>
+      <field name="model_id">purchase.stock.analysis</field>
+      <field name="domain">[('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]</field>
+      <field name="user_id" eval="False"/>
+      <field name="context">{'group_by': ['partner_id'], 'measures': ['days_to_deliver']}</field>
+    </record>
+
+    <record id="filter_days_initial_to_updated_schedule" model="ir.filters">
+      <field name="name">Days initial to updated schedule</field>
+      <field name="model_id">purchase.stock.analysis</field>
+      <field name="domain">[('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]</field>
+      <field name="user_id" eval="False"/>
+      <field name="context">{'group_by': ['partner_id'], 'measures': ['days_initial_to_updated_schedule']}</field>
+    </record>
+
+    <record id="filter_days_schedule_to_actual_delivery" model="ir.filters">
+      <field name="name">Days from schedule to actual delivery</field>
+      <field name="model_id">purchase.stock.analysis</field>
+      <field name="domain">[('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]</field>
+      <field name="user_id" eval="False"/>
+      <field name="context">{'group_by': ['partner_id'], 'measures': ['days_schedule_to_actual_delivery']}</field>
+    </record>
+
+    <record id="view_purchase_stock_analysis_search" model="ir.ui.view">
+      <field name="name">view_purchase_stock_analysis_search</field>
+      <field name="model">purchase.stock.analysis</field>
+      <field name="arch" type="xml">
+        <search string="Purchase Orders">
+          <filter string="Quotations" name="quotes" domain="[('state','=','draft')]"/>
+          <filter string="Orders" name="orders" domain="[('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]"/>
+          <field name="partner_id"/>
+          <field name="product_id"/>
+          <group expand="0" string="Extended Filters">
+            <field name="user_id"/>
+            <field name="validator"/>
+            <field name="location_id"/>
+            <field name="picking_type_id"/>
+            <field name="company_id" groups="base.group_multi_company"/>
+            <field name="date_order"/>
+            <field name="date_approve"/>
+            <field name="expected_date"/>
+          </group>
+          <group expand="1" string="Group By">
+            <filter string="Supplier" name="group_partner_id" context="{'group_by':'partner_id'}"/>
+            <filter string="Responsible" name="Responsible" context="{'group_by':'user_id'}"/>
+            <filter string="Category of product" name="group_category_id" context="{'group_by':'category_id'}"/>
+            <filter string="Status" context="{'group_by':'state'}"/>
+            <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
+            <separator/>
+            <filter string="Order Month" context="{'group_by':'date_order:month'}" help="Order of Day"/>
+          </group>
+        </search>
+      </field>
+    </record>
+
+    <record id="action_purchase_stock_analysis" model="ir.actions.act_window">
+      <field name="name">Purchase Stock Analysis</field>
+      <field name="res_model">purchase.stock.analysis</field>
+      <field name="view_type">form</field>
+      <field name="view_mode">graph</field>
+      <field name="view_id" ref="view_purchase_stock_analysis_graph"></field>
+      <field name="context">{'search_default_orders': 1, 'group_by_no_leaf':1,'group_by':[]}</field>
+      <field name="help">XXX</field>
+    </record>
+
+    <menuitem id="menu_purchase_stock_analysis" action="action_purchase_stock_analysis" parent="base.next_id_73" />
+
+  </data>
+</openerp>