add report balance to sales

__init__.py

@@ -1,7 +1,7 @@
 # This file is part of Tryton.  The COPYRIGHT file at the top level of
 # this repository contains the full copyright notices and license terms.
 from trytond.pool import Pool
-from . import (agended, calibration, configuration, contract, diary,
+from . import (agended, balance_sale_party, calibration, configuration, contract, diary,
                equipment, party, product, maintenance, move, purchase, sale)
 
 __all__ = ['register']
@@ -37,6 +37,7 @@ def register():
         purchase.Line,
         sale.Sale,
         sale.SaleLine,
+        balance_sale_party.BalanceSalePartyStart,
         maintenance.MaintenanceService,
         maintenance.MaintenanceServiceLine,
         maintenance.MaintenanceLine,
@@ -46,6 +47,7 @@ def register():
         move.ShipmentOut,
         move.ShipmentInternal,
         move.ShipmentOutReturn,
+        balance_sale_party.BalanceSalePartyStart,
         module='optical_equipment', type_='model')
     Pool.register(
         agended.AssingAgended,
@@ -53,6 +55,7 @@ def register():
         contract.CreateContract,
         equipment.NewPropietary,
         maintenance.NewPropietaryMaintenance,
+        balance_sale_party.PrintBalanceSaleParty,
         module='optical_equipment', type_='wizard')
     Pool.register(
         calibration.CalibrationReport,
@@ -61,4 +64,5 @@ def register():
         maintenance.MaintenanceServiceReport,
         move.PickingListDeliveryReport,
         move.CapacitationReport,
+        balance_sale_party.BalanceSaleParty,
         module='optical_equipment', type_='report')

balance_sale_party.py

@@ -0,0 +1,133 @@
+# The COPYRIGHT file at the top level of this repository contains the full
+# copyright notices and license terms.
+from trytond.model import ModelView, fields
+from trytond.wizard import Wizard, StateView, Button, StateReport
+from trytond.report import Report
+from trytond.pool import Pool, PoolMeta
+from trytond.transaction import Transaction
+from trytond.pyson import Eval
+from trytond.exceptions import UserError
+
+__all__ = ['BalancePartyStart', 'PrintBalanceParty', 'BalanceParty']
+
+class BalanceSalePartyStart(ModelView):
+    'Balance Party Start'
+    __name__ = 'optical_equipment.print_balance_sale_party.start'
+
+    party = fields.Many2One('party.party', 'Party', required=True)
+    start_period = fields.Many2One('account.period', 'Start Period',
+                                   domain=[
+                                       ('start_date', '<=', (Eval('end_period'), 'start_date')),
+                                   ], depends=['fiscalyear', 'end_period'])
+    end_period = fields.Many2One('account.period', 'End Period',
+                                 domain=[
+                                     ('start_date', '>=', (Eval('start_period'), 'start_date'))
+                                 ],
+                                 depends=['start_period'])
+    company = fields.Many2One('company.company', 'Company', required=True)
+    party_type = fields.Selection([('out', 'Customer')], "Party Type", required=True)
+    
+    @staticmethod
+    def default_company():
+        return Transaction().context.get('company')
+    
+    @staticmethod
+    def default_party_type():
+        return 'out'
+
+    
+class PrintBalanceSaleParty(Wizard):
+    'Print Balance Sale Party'
+    __name__ = 'optical_equipment.print_balance_sale_party'
+
+    start = StateView('optical_equipment.print_balance_sale_party.start',
+                      'optical_equipment.print_balance_sale_party_start_view_form', [
+                          Button('Cancel', 'end', 'tryton-cancel'),
+                          Button('Print', 'print_', 'tryton-print', default=True),
+                      ])
+    
+    print_ = StateReport('optical_equipment.balance_sale_party')
+
+    def do_print_(self, action):
+        party = None
+        party_type = None
+        
+        if self.start.party:
+            party = self.start.party.id
+        if self.start.party_type:
+            party_type = self.start.party_type
+
+        data = {
+            'company': self.start.company.id,
+            'party': party,
+            'party_type': party_type
+        }
+        return action, data
+
+    def transition_print_(self):
+        return 'end'
+
+
+class BalanceSaleParty(Report):
+    __name__ = 'optical_equipment.balance_sale_party'
+
+    @classmethod
+    def get_context(cls, records, header, data):
+        report_context = super(BalanceSaleParty, cls).get_context(records, header, data)
+        pool = Pool()
+        Company = pool.get('company.company')
+        Period = pool.get('account.period')
+        Sale = pool.get('sale.sale')
+        Party = pool.get('party.party')
+        start_period = None
+        end_period = None
+        party = None
+        company = Company(data['company'])
+        dom_sale = [('state', 'in', ["processing", "done"])]
+    
+        if data.get('party'):
+            party = data['party']
+            dom_sale.append(('party', '=', party))
+         
+        if data.get('start_period'):
+            start_period = Period(data['start_period'])
+            dom_sale.append(('sale_date', '>=', start_period.start_date))
+        if data.get('end_period'):
+            end_period = Period(data['end_period'])
+            dom_sale.append(('sale_date', '<=', end_period.start_date))
+
+        sales = Sale.search(dom_sale,
+                                      order=[('sale_date', 'DESC'),
+                                             ('id', 'DESC')],)
+        
+        res = {}
+        dict_location = {}
+
+        id_ = party
+        party_ = Party.search(['id', '=', party])[0]
+        name = party_.rec_name
+
+        try:
+            if party_.identifiers:
+                id_number = party_.identifiers[0].code
+            else:
+                id_number = ''
+        except IndexError:
+            pass
+
+        res[id_] = {'name': name,
+                    'id_number': id_number,
+                    'party': party_
+                    }
+
+        if sales:
+            res[id_]['sales'] = sales
+        else:
+            raise UserError(str("Este Tercero no Cuenta Con Ventas."))
+            
+        report_context['records'] = res.values()
+        report_context['start_period'] = start_period.name if start_period else '*'
+        report_context['end_period'] = end_period.name if end_period else '*'
+        report_context['company'] = company
+
+        return report_context

balance_sale_party.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tryton>
+  <data>
+    <record model="ir.action.report" id="report_balance_sale_party">
+      <field name="name">Balance by Party</field>
+      <field name="model"></field>
+      <field name="report_name">optical_equipment.balance_sale_party</field>
+      <field name="report">optical_equipment/report/balance_sale_party.fods</field>
+      <field name="template_extension">ods</field>
+    </record>
+    <record model="ir.ui.view" id="print_balance_sale_party_start_view_form">
+      <field name="model">optical_equipment.print_balance_sale_party.start</field>
+      <field name="type">form</field>
+      <field name="name">print_balance_sale_party_start_form</field>
+    </record>
+    <record model="ir.action.wizard" id="wizard_print_balance_sale_party">
+      <field name="name">Print Balance Sale by Party</field>
+      <field name="wiz_name">optical_equipment.print_balance_sale_party</field>
+    </record>
+    <menuitem
+	parent="sale.menu_reporting"
+	action="wizard_print_balance_sale_party"
+	id="menu_print_balance_sale_party"
+	icon="tryton-print"/>
+  </data>
+</tryton>

report/.~lock.balance_sale_party.fods#

@@ -0,0 +1 @@
+,root,rodia,16.04.2023 20:17,file:///root/.config/libreoffice/4;

tryton.cfg

@@ -25,4 +25,5 @@ xml:
    product.xml
    purchase.xml
    sale.xml
+   balance_sale_party.xml
    shipment.xml

view/print_balance_sale_party_start_form.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form>
+    <label name="party"/>
+    <field name="party"/>
+    <label name="company"/>
+    <field name="company"/>
+    <label name="start_period"/>
+    <field name="start_period"/>
+    <label name="end_period"/>
+    <field name="end_period"/>
+    <label name="party_type"/>
+    <field name="party_type"/>
+</form>