[5539][IMP] inventory_reporting: add summary report

inventory_reporting/i18n/ja.po

@@ -6,8 +6,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 16.0\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2024-08-26 12:45+0000\n"
-"PO-Revision-Date: 2024-08-26 12:45+0000\n"
+"POT-Creation-Date: 2025-08-12 01:46+0000\n"
+"PO-Revision-Date: 2025-08-12 01:46+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -336,3 +336,38 @@ msgstr "運送/担当者"
 #: model:ir.model,name:inventory_reporting.model_report_inventory_reporting_inventory_report_xlsx
 msgid "report.inventory_reporting.inventory_report_xlsx"
 msgstr ""
+
+#. module: inventory_reporting
+#. odoo-python
+#: code:addons/inventory_reporting/reports/inventory_report.py:0
+#, python-format
+msgid "Difference"
+msgstr "差異"
+
+#. module: inventory_reporting
+#. odoo-python
+#: code:addons/inventory_reporting/reports/inventory_report.py:0
+#, python-format
+msgid "Inventory Operation Total"
+msgstr "在庫運送合計"
+
+#. module: inventory_reporting
+#. odoo-python
+#: code:addons/inventory_reporting/reports/inventory_report.py:0
+#, python-format
+msgid "Inventory Operation Type"
+msgstr "在庫運送タイプ"
+
+#. module: inventory_reporting
+#. odoo-python
+#: code:addons/inventory_reporting/reports/inventory_report.py:0
+#, python-format
+msgid "Inventory Report Summary"
+msgstr "在庫レポートサマリ"
+
+#. module: inventory_reporting
+#. odoo-python
+#: code:addons/inventory_reporting/reports/inventory_report.py:0
+#, python-format
+msgid "Product Category Total"
+msgstr "プロダクトカテゴリ合計"

inventory_reporting/reports/inventory_report.py

@@ -14,8 +14,10 @@ def generate_xlsx_report(self, workbook, data, wizard):
             self.generate_valuation_report(workbook, wizard)
         elif data["report_type"] == "storable":
             self.generate_storable_report(workbook, wizard)
-        else:
+        elif data["report_type"] == "consumable":
             self.generate_consumable_report(workbook, wizard)
+        else:
+            self.generate_summary_report(workbook, wizard)
 
     def parse_html(self, html_content):
         if html_content:
@@ -30,12 +32,21 @@ def get_base_domain(self, wizard):
             ("product_id.active", "=", True),
         ]
 
-    def generate_valuation_report(self, workbook, wizard):
+    def get_product_categories(self):
         category_objs = self.env["product.category"].search(
             [("is_report_category", "=", True)]
         )
-        categories = category_objs.mapped("name")
+        return category_objs.mapped("name")
 
+    def get_valuation_domain(self, category_name, wizard):
+        return [
+            ("product_id.active", "=", True),
+            ("product_id.categ_id.name", "=", category_name),
+            ("actual_date", "<=", wizard.date_end),
+        ]
+
+    def generate_valuation_report(self, workbook, wizard):
+        categories = self.get_product_categories()
         for _i, category in enumerate(categories):
             ws = workbook.add_worksheet(category)
 
@@ -49,18 +60,17 @@ def generate_valuation_report(self, workbook, wizard):
                 _("Total Value"),
                 _("Last Purchase Accounting Date"),
             ]
+            column_widths = [25, 20, 10, 20, 12, 15, 30]
+            for col, width in enumerate(column_widths):
+                ws.set_column(col, col, width)
             for col, header in enumerate(headers):
                 ws.write(0, col, header)
 
             # Fetch the valuation layers for the product category and date range
             valuation_obj = self.env["stock.valuation.layer"]
 
             # Define search domain
-            domain = [
-                ("product_id.active", "=", True),
-                ("product_id.categ_id.name", "=", category),
-                ("actual_date", "<=", wizard.date_end),
-            ]
+            domain = self.get_valuation_domain(category, wizard)
 
             # Fields to aggregate
             fields_to_aggregate = ["quantity", "value"]
@@ -96,12 +106,11 @@ def generate_valuation_report(self, workbook, wizard):
                     ws.write(row, 6, last_purchase_date.strftime("%Y-%m-%d"))
                 row += 1
 
-    def generate_storable_report(self, workbook, wizard):
+    def get_storable_categories(self, wizard):
         base_domain = self.get_base_domain(wizard)
         base_storable_domain = expression.AND(
             [base_domain, [("product_id.detailed_type", "=", "product")]]
         )
-
         categories = [
             {
                 "name": _("Receipt"),
@@ -188,32 +197,59 @@ def generate_storable_report(self, workbook, wizard):
                 ],
             },
         ]
+        return base_storable_domain, categories
 
+    def setup_storable_worksheet_headers(self, ws):
+        headers = [
+            _("Reference"),
+            _("Origin"),
+            _("Actual Date"),
+            _("Note"),
+            _("User"),
+            _("Partner"),
+            _("Total Amount of Purchase Order"),
+            _("Product"),
+            _("Product Type"),
+            _("Product Category"),
+            _("Source Location"),
+            _("Destination Location"),
+            _("Quantity"),
+            _("Unit of Measurement"),
+            _("Product Cost Method"),
+            _("SVL's Total Inventory Value"),
+            _("Analytic Distribution"),
+        ]
+        column_widths = [
+            15,  # Reference
+            15,  # Origin
+            15,  # Actual Date
+            20,  # Note
+            15,  # User
+            20,  # Partner
+            30,  # Total Amount of Purchase Order
+            20,  # Product
+            15,  # Product Type
+            20,  # Product Category
+            25,  # Source Location
+            25,  # Destination Location
+            10,  # Quantity
+            20,  # Unit of Measurement
+            25,  # Product Cost Method
+            30,  # SVL's Total Inventory Value
+            30,  # Analytic Distribution
+        ]
+        for col, width in enumerate(column_widths):
+            ws.set_column(col, col, width)
+        for col, header in enumerate(headers):
+            ws.write(0, col, header)
+
+    def generate_storable_report(self, workbook, wizard):
+        base_storable_domain, categories = self.get_storable_categories(wizard)
         for category in categories:
             ws = workbook.add_worksheet(category["name"])
 
             # Write the header
-            headers = [
-                _("Reference"),
-                _("Origin"),
-                _("Actual Date"),
-                _("Note"),
-                _("User"),
-                _("Partner"),
-                _("Total Amount of Purchase Order"),
-                _("Product"),
-                _("Product Type"),
-                _("Product Category"),
-                _("Source Location"),
-                _("Destination Location"),
-                _("Quantity"),
-                _("Unit of Measurement"),
-                _("Product Cost Method"),
-                _("SVL's Total Inventory Value"),
-                _("Analytic Distribution"),
-            ]
-            for col, header in enumerate(headers):
-                ws.write(0, col, header)
+            self.setup_storable_worksheet_headers(ws)
 
             # Fetch the data for the report based on the category and date range
             valuation_obj = self.env["stock.valuation.layer"]
@@ -276,29 +312,7 @@ def generate_consumable_report(self, workbook, wizard):
 
         for category in categories:
             ws = workbook.add_worksheet(category["name"])
-
-            # Write the header
-            headers = [
-                _("Reference"),
-                _("Origin"),
-                _("Actual Date"),
-                _("Note"),
-                _("User"),
-                _("Partner"),
-                _("Total Amount of Purchase Order"),
-                _("Product"),
-                _("Product Type"),
-                _("Product Category"),
-                _("Source Location"),
-                _("Destination Location"),
-                _("Quantity"),
-                _("Unit of Measurement"),
-                _("Product Cost Method"),
-                _("SVL's Total Inventory Value"),
-                _("Analytic Distribution"),
-            ]
-            for col, header in enumerate(headers):
-                ws.write(0, col, header)
+            self.setup_storable_worksheet_headers(ws)
 
             # Fetch the data for the report based on the category and date range
             valuation_obj = self.env["stock.valuation.layer"]
@@ -337,3 +351,55 @@ def generate_consumable_report(self, workbook, wizard):
                     16,
                     valuation.stock_move_id.analytic_account_names or "",
                 )
+
+    def generate_summary_report(self, workbook, wizard):
+        ws = workbook.add_worksheet(_("Inventory Report Summary"))
+        valuation_obj = self.env["stock.valuation.layer"]
+        product_categories = self.get_product_categories()
+        base_storable_domain, storable_categories = self.get_storable_categories(wizard)
+        headers = [
+            _("Product Category"),
+            _("SVL's Total Inventory Value"),
+            _("Inventory Operation Type"),
+            _("SVL's Total Inventory Value"),
+        ]
+        column_widths = [30, 20, 30, 20]
+        for col, width in enumerate(column_widths):
+            ws.set_column(col, col, width)
+        for col, header in enumerate(headers):
+            ws.write(0, col, header)
+        row = 1
+        max_rows = max(len(product_categories), len(storable_categories))
+        product_categ_total = 0.0
+        inventory_categ_total = 0.0
+        for i in range(max_rows):
+            if i < len(product_categories):
+                category_name = product_categories[i]
+                total_value = valuation_obj.read_group(
+                    self.get_valuation_domain(category_name, wizard), ["value"], []
+                )
+                prod_categ_value = (
+                    total_value[0]["value"] or 0.0 if total_value else 0.0
+                )
+                ws.write(row, 0, category_name)
+                ws.write(row, 1, prod_categ_value)
+                product_categ_total += prod_categ_value
+            if i < len(storable_categories):
+                cat = storable_categories[i]
+                storable_domain = expression.AND([base_storable_domain, cat["filter"]])
+                storable_vals = valuation_obj.read_group(storable_domain, ["value"], [])
+                inventory_categ_value = (
+                    storable_vals[0]["value"] or 0.0 if storable_vals else 0.0
+                )
+                ws.write(row, 2, cat["name"])
+                ws.write(row, 3, inventory_categ_value)
+                inventory_categ_total += inventory_categ_value
+            row += 1
+        row += 1
+        ws.write(row, 0, _("Product Category Total"))
+        ws.write(row, 1, product_categ_total)
+        ws.write(row, 2, _("Inventory Operation Total"))
+        ws.write(row, 3, inventory_categ_total)
+        row += 2
+        ws.write(row, 2, _("Difference"))
+        ws.write(row, 3, product_categ_total - inventory_categ_total)

inventory_reporting/wizards/inventory_report_wizard.py

@@ -20,7 +20,7 @@ def export_xlsx(self):
         zip_buffer = io.BytesIO()
 
         with zipfile.ZipFile(zip_buffer, "a", zipfile.ZIP_DEFLATED) as zip_file:
-            for report_type in ["valuation", "storable", "consumable"]:
+            for report_type in ["valuation", "storable", "consumable", "summary"]:
                 data = {
                     "report_type": report_type,
                     "date_start": self.date_start,