openerp学习笔记统计、分析、报表（过滤条件向导、分组报表、图形分析、比率计算、追加视图排序）

待解决：图形中当改变分组时，图例不正确
存储比率计算时，分组合计不正确

wizard：过滤条件向导，用于输入过滤条件

wizard/sale_chart.py

# -*- coding: utf-8 -*-
from openerp.osv import fields,
osv
import datetime

class
dispatch_sale_chart(osv.osv_memory):

_name = "dispatch.sale.chart"
    _description =
u"产品报表向导"

    def _get_date_from(self,
cr, uid, context=None):
        """Return
default date_from value"""

DATE_FORMAT = "%Y-%m"
        return
datetime.datetime.strftime(datetime.date.today(),
DATE_FORMAT)+'-01'

    def
_get_date_to(self, cr, uid,
context=None):
        """Return default
date_to value"""
        DATE_FORMAT =
"%Y-%m-%d"
        return
datetime.datetime.strftime(datetime.date.today(),
DATE_FORMAT)

    _columns =
{
        'date_from':fields.date(u'日期从',
select=True, required=True),

'date_to':fields.date(u'日期至', select=True,
required=True),
        'target_state':
fields.selection([('draft', u'草稿'),('confirmed', u'已确认'),('all',
u'全部')], u'选择状态', required=True), #暂未使用

    }

    _defaults
= {
        'target_state':
'all',
        'date_from':
_get_date_from,
        'date_to':
_get_date_to,
    }

    #动态调用模块中的 action ,
组合默认过滤条件（domain）和默认分组（context）
    def
dispatch_sale_chart_open_window(self, cr, uid, ids,
context=None):
        mod_obj =
self.pool.get('ir.model.data')

act_obj =
self.pool.get('ir.actions.act_window')

if context is
None:

context = {}
        data =
self.read(cr, uid, ids, [],
context=context)[0]

result = mod_obj.get_object_reference(cr, uid, 'kl_dispatch',
'action_dispatch_sale_profit_tree')

id = result and result[1] or False

result = act_obj.read(cr, uid, [id],
context=context)[0]


        if
context.get('emp_profit', False):
#职员利润统计

result['context'] =
str({'group_by_no_leaf':1,'group_by':['department_id', 'employee_id']})
#默认按部门、职员分组，不显示明细

else:

result['context'] = str({'group_by_no_leaf':1,'group_by':['category',
'product']})
#默认按产品类别、产品名称分组，不显示明细


        result['domain'] =
str([('date', '>=', data.get('date_from')), ('date', '<=',
data.get('date_to'))])
#日期查询条件

'''
        if data.get('target_state') ==
'all':

result['domain'] = str([('date', '>=', data.get('date_from')), ('date',
'<=', data.get('date_to'))])

else:

result['domain'] = str([('date', '>=', data.get('date_from')), ('date',
'<=', data.get('date_to')), ('state', '=',
data.get('target_state'))])

'''


        result['name'] = '利润统计('
+ data.get('date_from') + '至' + data.get('date_to') + ')' #显示页面标题

return result

dispatch_sale_chart()

# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

wizard/sale_chart_view.xml

<?xml version="1.0"
encoding="utf-8"?>
<openerp>
    <data>
        <record
id="view_dispatch_sale_chart" model="ir.ui.view">

<field name="name">dispatch_sale_chart_form</field>

<field name="model">dispatch.sale.chart</field>

<field name="arch" type="xml">

<form string="销售报表向导" version="7.0">

<group>

<field name="date_from" class="oe_inline"/> -

<field name="date_to" class="oe_inline"/>

</group>

<footer>

<button string="查询报表" name="dispatch_sale_chart_open_window" type="object"
class="oe_highlight"/>

or

<button string="取消" class="oe_link"
special="cancel"/>

</footer>

</form>

</field>

</record>

<record
id="action_dispatch_sale_emp_profit_chart"
model="ir.actions.act_window">

<field
name="name">职员利润统计</field>

<field
name="res_model">dispatch.sale.chart</field>

<field
name="view_type">form</field>

<field
name="view_mode">tree,form</field>

<field name="view_id"
ref="view_dispatch_sale_chart"/>

<field
name="target">new</field>

<field name="context">{'emp_profit':True}</field>


</record>


        <record
id="action_dispatch_sale_product_profit_chart"
model="ir.actions.act_window">

<field
name="name">产品利润统计</field>

<field
name="res_model">dispatch.sale.chart</field>

<field
name="view_type">form</field>

<field
name="view_mode">tree,form</field>

<field name="view_id"
ref="view_dispatch_sale_chart"/>

<field
name="target">new</field>

<field
name="context">{'product_profit':True}</field>


</record>


        <menuitem name="利润统计"
id="menu_dispatch_sale_profit_chart" parent="menu_dispatch_report_root"
groups="group_dispatch_manager"
sequence="20"/>


        <menuitem name="职员利润统计"
id="menu_dispatch_sale_emp_profit_chart"
action="action_dispatch_sale_emp_profit_chart"

parent="menu_dispatch_sale_profit_chart"
sequence="10"/>


        <menuitem name="产品利润统计"
id="menu_dispatch_sale_product_profit_chart"
action="action_dispatch_sale_product_profit_chart"

parent="menu_dispatch_sale_profit_chart"
sequence="20"/>

</data>
</openerp>

report：分组报表、图形分析

report/sale_report.py

# -*- coding:utf-8 -*-
import pooler
import logging
import netsvc
import
tools
logger = netsvc.Logger()
import datetime
import time
import
math
from osv import fields,osv
from openerp.tools.translate import
_ #用于翻译代码中的静态字符串

class
dispatch_sale_report(osv.osv):

_name='dispatch.sale.report'
   _description=u"销售单视图"
#增加产品类别的关联，用于查询报表
   _auto =
False
   _rec_name =
'name'

_columns={

'name':fields.char(u'单号', size=64,
readonly=True),

'date':fields.date(u'日期',
readonly=True),

'month':fields.char(_size=10, string = u'月份',
readonly=True),

"customer":fields.many2one("dispatch.customer", u"客户",
readonly=True),

"product":fields.many2one("dispatch.product", u"产品",
readonly=True),

'category':fields.many2one('product.category', u'产品分类',
readonly=True),

'price':fields.float(u'单价', digits=(18, 2),
readonly=True),

'num':fields.integer(u'数量',
readonly=True),

'cost':fields.float(u'成本', digits=(18, 2),
readonly=True),

'sum_sale':fields.float(digits=(18, 2), string = u'销售金额',
readonly=True),

'sum_cost':fields.float(digits=(18, 2), string = u'成本金额',
readonly=True),

'sum_profit':fields.float(digits=(18, 2), string = u'利润金额',
readonly=True),

'employee_id':fields.many2one('hr.employee',u'业务员',
readonly=True),

'department_id':fields.many2one('hr.department',u'部门',
readonly=True),

'klbh':fields.char(u'开龙单号',size=64,
readonly=True),

"work_order":fields.many2one("dispatch.work_order","服务单",
readonly=True),

'note':fields.text(u'备注',
readonly=True),
        'state':
fields.selection([('draft', u'草稿'),('confirmed', u'已确认')], u'状态',
readonly=True),
        'create_uid':
fields.many2one('res.users', u"创建用户", readonly=True),

}

    def init(self,
cr):
        tools.drop_view_if_exists(cr,
'dispatch_sale_report')

cr.execute("""

create or replace view dispatch_sale_report as
(

select sale.id, sale.name, sale.date, sale.month, sale.customer, sale.product,
product.category, sale.price,
sale.num,

sale.cost, sale.sum_sale, sale.sum_cost, sale.sum_profit, sale.employee_id,
sale.department_id,

sale.klbh, sale.work_order, sale.note, sale.state,
sale.create_uid

from dispatch_sale as
sale

inner join dispatch_product as product on (product.id =
sale.product)

)

""")

dispatch_sale_report()

report/sale_report_view.xml

<?xml
version="1.0"?>
<openerp>

<data>

<record model="ir.ui.view"
id="dispatch_sale_profit_tree">

<field
name="name">dispatch.sale.profit.tree</field>

<field
name="model">dispatch.sale.report</field>
       <field
name="type">tree</field>

<field
name="priority">1</field>

<field name="arch"
type="xml">

<tree string="销售利润表"create="false" edit="false"
delete="false">

<field name="date"
invisible="1"/>

<field name="month"
invisible="1"/>

<field name="name"
invisible="1"/>

<field name="customer"
invisible="1"/>

<field name="category"
invisible="1"/>

<field name="product"
invisible="1"/>

<field name="num"
sum="合计"/>

<field name="price"
invisible="1"/>

<field name="cost"
invisible="1"/>

<field name="sum_sale"
sum="合计"/>

<field name="sum_cost"
sum="合计"/>

<field name="sum_profit"
sum="合计"/>

<field name="employee_id"
invisible="1"/>

<field name="department_id"
invisible="1"/>

<field name="work_order"
invisible="1"/>

<field name="klbh"
invisible="1"/>

<field name="state"
invisible="1"/>

</tree>

</field>

</record>

     <record
id="dispatch_sale_profit_graph"
model="ir.ui.view">

<field
name="name">dispatch.sale.profit.graph</field>

<field
name="model">dispatch.sale.report</field>

<field name="arch"
type="xml">

<graphstring="销售利润表"type="bar">
                  <field
name="product"/>

<field
name="sum_profit"/>

<field name="category"
group="True"/>

</graph>

</field>

</record>

    
    <record
model="ir.ui.view"
id="dispatch_sale_profit_filter">

<field
name="name">dispatch.sale.profit.filter</field>

<field
name="model">dispatch.sale.report</field>
       <field
name="type">search</field>

<field name="arch"
type="xml">

<search
string="销售单">

<field
name="customer"/>

<field
name="category"/>

<field
name="product"/>

<field
name="department_id"/>

<field
name="employee_id"/>

<field
name="month"/>

<separator/>

<filter icon="terp-check" domain="[('state','=','draft')]" string="草稿"
name="draft"/>

<filter icon="terp-check" domain="[('state','=','confirmed')]" string="已确认"
name="confirm"/>
               <filter
icon="terp-check" domain="[('state','in',('draft', 'confirmed'))]" string="全部"
name="all"/>

<group expand="0"
string="分组">

<filter string="产品类别" icon="terp-personal+" domain="[]"
context="{'group_by':'category'}"/>

<filter string="产品" icon="terp-personal+" domain="[]"
context="{'group_by':'product'}"/>

<filter string="客户" icon="terp-personal" domain="[]"
context="{'group_by':'customer'}"/>

<filter string="部门" icon="terp-personal+" domain="[]"
context="{'group_by':'department_id'}"/>

<filter string="员工" icon="terp-personal" domain="[]"
context="{'group_by':'employee_id'}"/>

<filter string="按月" icon="terp-personal" domain="[]"
context="{'group_by':'month'}"/>

<filter string="状态" icon="terp-stock_effects-object-colorize" domain="[]"
context="{'group_by':'state'}"/>

</group>

</search>

</field>
    </record>



<record model="ir.actions.act_window"
id="action_dispatch_sale_profit_tree">

<field
name="name">销售利润统计</field>

<field name="sequence"
eval="10"/>
        <field
name="type">ir.actions.act_window</field>

<field
name="res_model">dispatch.sale.report</field>

<field
name="view_type">form</field>
       <field
name="view_mode">tree,graph</field>

<field name="view_id"
ref="dispatch_sale_profit_tree"/>

<field name="search_view_id"
ref="dispatch_sale_profit_filter"/>

</record>


    <record
model="ir.actions.act_window.view"
id="action_dispatch_sale_profit_tree1">
       <field
name="sequence"
eval="10"/>
       <field
name="view_mode">tree</field>
       <field
name="view_id"
ref="dispatch_sale_profit_tree"/>
       <field
name="act_window_id"
ref="action_dispatch_sale_profit_tree"/>

</record>


    <record
model="ir.actions.act_window.view"
id="action_dispatch_sale_profit_graph">
       <field
name="sequence"
eval="20"/>
       <field
name="view_mode">graph</field>
       <field
name="view_id"
ref="dispatch_sale_profit_graph"/>
       <field
name="act_window_id"
ref="action_dispatch_sale_profit_tree"/>

</record>


</data>
</openerp>

report：数据库创建视图中计算比率

# -*- coding: utf-8 -*-
from openerp import tools
from openerp.osv
import fields, osv

class dispatch_transfer_order_report(osv.osv):
    _name =
"dispatch.transfer_order.report"
    _description =
u"转机单统计"
    _auto = False
    _rec_name =
'storefront'
    _order = 'storefront'

_columns = {
        'year':
fields.char(u'年', size=4,
readonly=True),

'month': fields.char(u'月',
size=8,readonly=True),

"storefront":fields.many2one("dispatch.storefront",u"店面",
readonly=True),

"sale_num":fields.float(u"销售数量",readonly=True),

"transfer_num":fields.float(u"转机数量",readonly=True
),
        "transfer_rate":fields.float(u"转机率",readonly=True),

}

def init(self,
cr):
        tools.drop_view_if_exists(cr,
'dispatch_transfer_order_report')

cr.execute("""

create or replace view dispatch_transfer_order_report as
(

select
                   min(transfer_order.id)
as
id,

storefront.id as
storefront,
                   to_char(transfer_order.date,
'YYYY') as
year,

transfer_order.month as
month,

sum(transfer_order.transfer_num) as
transfer_num,

sum(transfer_order.sale_num) as
sale_num,
                   sum(transfer_order.transfer_num)/sum(transfer_order.sale_num)
as
transfer_rate

from dispatch_transfer_order as
transfer_order

inner join dispatch_storefront as storefront on (storefront.id =
transfer_order.storefront)

group by
storefront.id,

to_char(transfer_order.date,
'YYYY'),

transfer_order.month

)

""")

dispatch_transfer_order_report()

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