# -*- coding: utf-8 -*- ############################################################################### # # Cybrosys Technologies Pvt. Ltd. # # Copyright (C) 2024-TODAY Cybrosys Technologies() # Author: Aysha Shalin (odoo@cybrosys.com) # # You can modify it under the terms of the GNU LESSER # GENERAL PUBLIC LICENSE (LGPL v3), Version 3. # # 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. # # You should have received a copy of the GNU LESSER GENERAL PUBLIC # LICENSE (LGPL v3) along with this program. # If not, see . # ############################################################################### import base64 import io import json import xlsxwriter from odoo import fields, models from odoo.exceptions import ValidationError from odoo.tools.json import json_default class Partner(models.Model): """ Class for adding report options in 'res.partner' """ _inherit = 'res.partner' customer_report_ids = fields.Many2many( 'account.move', compute='_compute_customer_report_ids', help='Partner Invoices related to Customer') vendor_statement_ids = fields.Many2many( 'account.move', compute='_compute_vendor_statement_ids', help='Partner Bills related to Vendor') currency_id = fields.Many2one( 'res.currency', default=lambda self: self.env.company.currency_id.id, help="currency related to Customer or Vendor") def _compute_customer_report_ids(self): """ For computing 'invoices' of partner """ for rec in self: inv_ids = self.env['account.move'].search( [('partner_id', '=', rec.id), ('move_type', '=', 'out_invoice'), ('payment_state', '!=', 'paid'), ('state', '=', 'posted')]) rec.customer_report_ids = inv_ids def _compute_vendor_statement_ids(self): """ For computing 'bills' of partner """ for rec in self: bills = self.env['account.move'].search( [('partner_id', '=', rec.id), ('move_type', '=', 'in_invoice'), ('payment_state', '!=', 'paid'), ('state', '=', 'posted')]) rec.vendor_statement_ids = bills def main_query(self): """ Return select query """ query = """SELECT name , invoice_date, invoice_date_due, amount_total_signed AS sub_total, amount_residual_signed AS amount_due , amount_residual AS balance FROM account_move WHERE payment_state != 'paid' AND state ='posted' AND partner_id= '%s' AND company_id = '%s' """ % (self.id, self.env.company.id) return query def amount_query(self): """ Return query for calculating total amount """ amount_query = """ SELECT SUM(amount_total_signed) AS total, SUM(amount_residual) AS balance FROM account_move WHERE payment_state != 'paid' AND state ='posted' AND partner_id= '%s' AND company_id = '%s' """ % (self.id, self.env.company.id) return amount_query def action_share_pdf(self): """ Action for sharing customer pdf report """ if self.customer_report_ids: main_query = self.main_query() main_query += """ AND move_type IN ('out_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('out_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } report = self.env['ir.actions.report'].sudo()._render_qweb_pdf( 'statement_report.res_partner_action', self, data=data) data_record = base64.b64encode(report[0]) ir_values = { 'name': 'Statement Report', 'type': 'binary', 'datas': data_record, 'mimetype': 'application/pdf', 'res_model': 'res.partner' } attachment = self.env['ir.attachment'].sudo().create(ir_values) email_values = { 'email_to': self.email, 'subject': 'Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + self.name + '

We have attached your ' 'payment statement. Please check

' '

Best regards,

' + self.env.user.name, 'attachment_ids': [attachment.id], } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() return { 'type': 'ir.actions.client', 'tag': 'display_notification', 'params': { 'message': 'Email Sent Successfully', 'type': 'success', 'sticky': False } } else: raise ValidationError('There is no statement to send') def action_print_pdf(self): """ Action for printing pdf report """ if self.customer_report_ids: main_query = self.main_query() main_query += """ AND move_type IN ('out_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('out_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } return self.env.ref('statement_report.res_partner_action' ).report_action(self, data=data) else: raise ValidationError('There is no statement to print') def action_print_xlsx(self): """ Action for printing xlsx report of customers """ if self.customer_report_ids: main_query = self.main_query() main_query += """ AND move_type IN ('out_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('out_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } return { 'type': 'ir.actions.report', 'data': { 'model': 'res.partner', 'options': json.dumps(data, default=json_default), 'output_format': 'xlsx', 'report_name': 'Payment Statement Report' }, 'report_type': 'xlsx', } else: raise ValidationError('There is no statement to print') def get_xlsx_report(self, data, response): """ Get xlsx report data """ output = io.BytesIO() workbook = xlsxwriter.Workbook(output, {'in_memory': True}) sheet = workbook.add_worksheet() cell_format_with_color = workbook.add_format({ 'font_size': '14px', 'bold': True, 'bg_color': 'yellow', 'border': 1}) cell_format = workbook.add_format({'font_size': '14px', 'bold': True}) txt = workbook.add_format({'font_size': '13px'}) txt_border = workbook.add_format({'font_size': '13px', 'border': 1}) head = workbook.add_format({'align': 'center', 'bold': True, 'font_size': '22px'}) sheet.merge_range('B2:Q4', 'Payment Statement Report', head) if data['customer']: sheet.merge_range('B7:D7', 'Customer/Supplier : ', cell_format) sheet.merge_range('E7:H7', data['customer'], txt) sheet.merge_range('B9:C9', 'Address : ', cell_format) if data['street']: sheet.merge_range('D9:F9', data['street'], txt) if data['street2']: sheet.merge_range('D10:F10', data['street2'], txt) if data['city']: sheet.merge_range('D11:F11', data['city'], txt) if data['state']: sheet.merge_range('D12:F12', data['state'], ) if data['zip']: sheet.merge_range('D13:F13', data['zip'], txt) sheet.merge_range('B15:C15', 'Date', cell_format_with_color) sheet.merge_range('D15:G15', 'Invoice/Bill Number', cell_format_with_color) sheet.merge_range('H15:I15', 'Due Date', cell_format_with_color) sheet.merge_range('J15:L15', 'Invoices/Debit', cell_format_with_color) sheet.merge_range('M15:O15', 'Amount Due', cell_format_with_color) sheet.merge_range('P15:R15', 'Balance Due', cell_format_with_color) row = 15 column = 0 for record in data['my_data']: sub_total = data['currency'] + str(record['sub_total']) amount_due = data['currency'] + str(record['amount_due']) balance = data['currency'] + str(record['balance']) total = data['currency'] + str(data['total']) remain_balance = data['currency'] + str(data['balance']) sheet.merge_range(row, column + 1, row, column + 2, record['invoice_date'], txt_border) sheet.merge_range(row, column + 3, row, column + 6, record['name'], txt_border) sheet.merge_range(row, column + 7, row, column + 8, record['invoice_date_due'], txt_border) sheet.merge_range(row, column + 9, row, column + 11, sub_total, txt_border) sheet.merge_range(row, column + 12, row, column + 14, amount_due, txt_border) sheet.merge_range(row, column + 15, row, column + 17, balance, txt_border) row = row + 1 sheet.write(row + 2, column + 1, 'Total Amount: ', cell_format) sheet.merge_range(row + 2, column + 3, row + 2, column + 4, total, txt) sheet.write(row + 4, column + 1, 'Balance Due: ', cell_format) sheet.merge_range(row + 4, column + 3, row + 4, column + 4, remain_balance, txt) workbook.close() output.seek(0) response.stream.write(output.read()) output.close() def action_share_xlsx(self): """ Action for sharing xlsx report via email """ if self.customer_report_ids: main_query = self.main_query() main_query += """ AND move_type IN ('out_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('out_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } output = io.BytesIO() workbook = xlsxwriter.Workbook(output, {'in_memory': True}) sheet = workbook.add_worksheet() cell_format = workbook.add_format({ 'font_size': '14px', 'bold': True}) txt = workbook.add_format({'font_size': '13px'}) head = workbook.add_format( {'align': 'center', 'bold': True, 'font_size': '22px'}) sheet.merge_range('B2:P4', 'Payment Statement Report', head) date_style = workbook.add_format( {'text_wrap': True, 'align': 'center', 'num_format': 'yyyy-mm-dd'}) if data['customer']: sheet.write('B7:C7', 'Customer : ', cell_format) sheet.merge_range('D7:G7', data['customer'], txt) sheet.write('B9:C7', 'Address : ', cell_format) if data['street']: sheet.merge_range('D9:F9', data['street'], txt) if data['street2']: sheet.merge_range('D10:F10', data['street2'], txt) if data['city']: sheet.merge_range('D11:F11', data['city'], txt) if data['state']: sheet.merge_range('D12:F12', data['state'], txt) if data['zip']: sheet.merge_range('D13:F13', data['zip'], txt) sheet.write('B15', 'Date', cell_format) sheet.write('D15', 'Invoice/Bill Number', cell_format) sheet.write('H15', 'Due Date', cell_format) sheet.write('J15', 'Invoices/Debit', cell_format) sheet.write('M15', 'Amount Due', cell_format) sheet.write('P15', 'Balance Due', cell_format) row = 16 column = 0 for record in data['my_data']: sub_total = data['currency'] + str(record['sub_total']) amount_due = data['currency'] + str(record['amount_due']) balance = data['currency'] + str(record['balance']) total = data['currency'] + str(data['total']) remain_balance = data['currency'] + str(data['balance']) sheet.merge_range(row, column + 1, row, column + 2, record['invoice_date'], date_style) sheet.merge_range(row, column + 3, row, column + 5, record['name'], txt) sheet.merge_range(row, column + 7, row, column + 8, record['invoice_date_due'], date_style) sheet.merge_range(row, column + 9, row, column + 10, sub_total, txt) sheet.merge_range(row, column + 12, row, column + 13, amount_due, txt) sheet.merge_range(row, column + 15, row, column + 16, balance, txt) row = row + 1 sheet.write(row + 2, column + 1, 'Total Amount : ', cell_format) sheet.merge_range(row + 2, column + 4, row + 2, column + 5, total, txt) sheet.write(row + 4, column + 1, 'Balance Due : ', cell_format) sheet.merge_range(row + 4, column + 4, row + 4, column + 5, remain_balance, txt) workbook.close() output.seek(0) xlsx = base64.b64encode(output.read()) output.close() ir_values = { 'name': "Statement Report.xlsx", 'type': 'binary', 'datas': xlsx, 'store_fname': xlsx, } attachment = self.env['ir.attachment'].sudo().create(ir_values) email_values = { 'email_to': self.email, 'subject': 'Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + self.name + '

We have attached your' ' payment statement. Please check

' '

Best regards,

' + self.env.user.name, 'attachment_ids': [attachment.id], } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() return { 'type': 'ir.actions.client', 'tag': 'display_notification', 'params': { 'message': 'Email Sent Successfully', 'type': 'success', 'sticky': False } } else: raise ValidationError('There is no statement to send') def auto_week_statement_report(self): """ Action for sending automatic weekly statement of both pdf and xlsx report """ partner = [] invoice = self.env['account.move'].search( [('move_type', 'in', ['out_invoice', 'in_invoice']), ('payment_state', '!=', 'paid'), ('state', '=', 'posted')]) for inv in invoice: if inv.partner_id not in partner: partner.append(inv.partner_id) for rec in partner: if rec.id: main_query = """ SELECT name , invoice_date, invoice_date_due, amount_total_signed AS sub_total, amount_residual_signed AS amount_due , amount_residual AS balance FROM account_move WHERE move_type IN ('out_invoice', 'in_invoice') AND state ='posted' AND payment_state != 'paid' AND company_id = '%s' AND partner_id = '%s' GROUP BY name, invoice_date, invoice_date_due, amount_total_signed, amount_residual_signed, amount_residual ORDER by name DESC""" % (self.env.company.id, rec.id) self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() data = { 'customer': rec.display_name, 'street': rec.street, 'street2': rec.street2, 'city': rec.city, 'state': rec.state_id.name, 'zip': rec.zip, 'my_data': main, } report = self.env['ir.actions.report']._render_qweb_pdf( 'statement_report.res_partner_action', self, data=data) data_record = base64.b64encode(report[0]) ir_values = { 'name': 'Statement Report', 'type': 'binary', 'datas': data_record, 'mimetype': 'application/pdf', 'res_model': 'res.partner', } attachment1 = self.env[ 'ir.attachment'].sudo().create(ir_values) # FOR XLSX output = io.BytesIO() workbook = xlsxwriter.Workbook(output, {'in_memory': True}) sheet = workbook.add_worksheet() cell_format = workbook.add_format( {'font_size': '14px', 'bold': True}) txt = workbook.add_format({'font_size': '13px'}) head = workbook.add_format( {'align': 'center', 'bold': True, 'font_size': '22px'}) sheet.merge_range('B2:P4', 'Payment Statement Report', head) date_style = workbook.add_format( {'text_wrap': True, 'align': 'center', 'num_format': 'yyyy-mm-dd'}) if data['customer']: sheet.write('B7:D7', 'Customer/Supplier : ', cell_format) sheet.merge_range('E7:H7', data['customer'], txt) sheet.write('B9:C7', 'Address : ', cell_format) if data['street']: sheet.merge_range('D9:F9', data['street'], txt) if data['street2']: sheet.merge_range('D10:F10', data['street2'], txt) if data['city']: sheet.merge_range('D11:F11', data['city'], txt) if data['state']: sheet.merge_range('D12:F12', data['state'], txt) if data['zip']: sheet.merge_range('D13:F13', data['zip'], txt) sheet.write('B15', 'Date', cell_format) sheet.write('D15', 'Invoice/Bill Number', cell_format) sheet.write('H15', 'Due Date', cell_format) sheet.write('J15', 'Invoices/Debit', cell_format) sheet.write('M15', 'Amount Due', cell_format) sheet.write('P15', 'Balance Due', cell_format) row = 16 column = 0 for record in data['my_data']: sheet.merge_range(row, column + 1, row, column + 2, record['invoice_date'], date_style) sheet.merge_range(row, column + 3, row, column + 5, record['name'], txt) sheet.merge_range(row, column + 7, row, column + 8, record['invoice_date_due'], date_style) sheet.merge_range(row, column + 9, row, column + 10, record['sub_total'], txt) sheet.merge_range(row, column + 12, row, column + 13, record['amount_due'], txt) sheet.merge_range(row, column + 15, row, column + 16, record['balance'], txt) row = row + 1 workbook.close() output.seek(0) xlsx = base64.b64encode(output.read()) output.close() ir_values = { 'name': "Statement Report.xlsx", 'type': 'binary', 'datas': xlsx, 'store_fname': xlsx, } attachment2 = self.env['ir.attachment'].sudo().create( ir_values) email_values = { 'email_to': rec.email, 'subject': 'Weekly Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + rec.name + '

We have attached your ' 'payment statement. Please check

' 'Best regards,

' + self.env.user.name, 'attachment_ids': [attachment1.id, attachment2.id] } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() def auto_month_statement_report(self): """ Action for sending automatic monthly statement report of both pdf and xlsx. """ partner = [] invoice = self.env['account.move'].search( [('move_type', 'in', ['out_invoice', 'in_invoice']), ('payment_state', '!=', 'paid'), ('state', '=', 'posted')]) for inv in invoice: if inv.partner_id not in partner: partner.append(inv.partner_id) for rec in partner: if rec.id: main_query = """SELECT name , invoice_date, invoice_date_due, amount_total_signed AS sub_total, amount_residual_signed AS amount_due , amount_residual AS balance FROM account_move WHERE move_type IN ('out_invoice', 'in_invoice') AND state ='posted' AND payment_state != 'paid' AND company_id = '%s' AND partner_id = '%s' GROUP BY name, invoice_date, invoice_date_due, amount_total_signed, amount_residual_signed, amount_residual ORDER by name DESC""" % (self.env.company.id, rec.id) self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() data = { 'customer': rec.display_name, 'street': rec.street, 'street2': rec.street2, 'city': rec.city, 'state': rec.state_id.name, 'zip': rec.zip, 'my_data': main, } report = self.env['ir.actions.report']._render_qweb_pdf( 'statement_report.res_partner_action', self, data=data) data_record = base64.b64encode(report[0]) ir_values = { 'name': 'Statement Report', 'type': 'binary', 'datas': data_record, 'mimetype': 'application/pdf', 'res_model': 'res.partner', } attachment1 = self.env['ir.attachment'].sudo().create(ir_values) # FOR XLSX output = io.BytesIO() workbook = xlsxwriter.Workbook(output, {'in_memory': True}) sheet = workbook.add_worksheet() cell_format = workbook.add_format( {'font_size': '14px', 'bold': True}) txt = workbook.add_format({'font_size': '13px'}) head = workbook.add_format( {'align': 'center', 'bold': True, 'font_size': '22px'}) sheet.merge_range('B2:P4', 'Payment Statement Report', head) date_style = workbook.add_format( {'text_wrap': True, 'align': 'center', 'num_format': 'yyyy-mm-dd'}) if data['customer']: sheet.write('B7:D7', 'Customer/Supplier : ', cell_format) sheet.merge_range('E7:H7', data['customer'], txt) sheet.write('B9:C7', 'Address : ', cell_format) if data['street']: sheet.merge_range('D9:F9', data['street'], txt) if data['street2']: sheet.merge_range('D10:F10', data['street2'], txt) if data['city']: sheet.merge_range('D11:F11', data['city'], txt) if data['state']: sheet.merge_range('D12:F12', data['state'], txt) if data['zip']: sheet.merge_range('D13:F13', data['zip'], txt) sheet.write('B15', 'Date', cell_format) sheet.write('D15', 'Invoice/Bill Number', cell_format) sheet.write('H15', 'Due Date', cell_format) sheet.write('J15', 'Invoices/Debit', cell_format) sheet.write('M15', 'Amount Due', cell_format) sheet.write('P15', 'Balance Due', cell_format) row = 16 column = 0 for record in data['my_data']: sheet.merge_range(row, column + 1, row, column + 2, record['invoice_date'], date_style) sheet.merge_range(row, column + 3, row, column + 5, record['name'], txt) sheet.merge_range(row, column + 7, row, column + 8, record['invoice_date_due'], date_style) sheet.merge_range(row, column + 9, row, column + 10, record['sub_total'], txt) sheet.merge_range(row, column + 12, row, column + 13, record['amount_due'], txt) sheet.merge_range(row, column + 15, row, column + 16, record['balance'], txt) row = row + 1 workbook.close() output.seek(0) xlsx = base64.b64encode(output.read()) output.close() ir_values = { 'name': "Statement Report.xlsx", 'type': 'binary', 'datas': xlsx, 'store_fname': xlsx, } attachment2 = self.env['ir.attachment'].sudo().create( ir_values) email_values = { 'email_to': rec.email, 'subject': 'Monthly Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + rec.name + '

We have attached your ' 'payment statement. ' 'Please check

Best regards,' '

' + self.env.user.name, 'attachment_ids': [attachment1.id, attachment2.id] } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() def action_vendor_print_pdf(self): """ Action for printing vendor pdf report """ if self.vendor_statement_ids: main_query = self.main_query() main_query += """ AND move_type IN ('in_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('in_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } return self.env.ref( 'statement_report.res_partner_action').report_action( self, data=data) else: raise ValidationError('There is no statement to print') def action_vendor_share_pdf(self): """ Action for sharing pdf report of vendor via email """ if self.vendor_statement_ids: main_query = self.main_query() main_query += """ AND move_type IN ('in_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('in_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } report = self.env['ir.actions.report'].sudo()._render_qweb_pdf( 'statement_report.res_partner_action', self, data=data) data_record = base64.b64encode(report[0]) ir_values = { 'name': 'Statement Report', 'type': 'binary', 'datas': data_record, 'mimetype': 'application/pdf', 'res_model': 'res.partner' } attachment = self.env['ir.attachment'].sudo().create(ir_values) email_values = { 'email_to': self.email, 'subject': 'Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + self.name + '

We have attached' ' your payment statement. Please check

' '

Best regards,

' + self.env.user.name, 'attachment_ids': [attachment.id], } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() return { 'type': 'ir.actions.client', 'tag': 'display_notification', 'params': { 'message': 'Email Sent Successfully', 'type': 'success', 'sticky': False } } else: raise ValidationError('There is no statement to send') def action_vendor_print_xlsx(self): """ Action for printing xlsx report of vendor """ if self.vendor_statement_ids: main_query = self.main_query() main_query += """ AND move_type IN ('in_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('in_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } return { 'type': 'ir.actions.report', 'data': { 'model': 'res.partner', 'options': json.dumps(data, default=json_default), 'output_format': 'xlsx', 'report_name': 'Payment Statement Report' }, 'report_type': 'xlsx', } else: raise ValidationError('There is no statement to print') def action_vendor_share_xlsx(self): """ Action for sharing vendor xlsx report via email """ if self.vendor_statement_ids: main_query = self.main_query() main_query += """ AND move_type IN ('in_invoice')""" amount = self.amount_query() amount += """ AND move_type IN ('in_invoice')""" self.env.cr.execute(main_query) main = self.env.cr.dictfetchall() self.env.cr.execute(amount) amount = self.env.cr.dictfetchall() data = { 'customer': self.display_name, 'street': self.street, 'street2': self.street2, 'city': self.city, 'state': self.state_id.name, 'zip': self.zip, 'my_data': main, 'total': amount[0]['total'], 'balance': amount[0]['balance'], 'currency': self.currency_id.symbol, } output = io.BytesIO() workbook = xlsxwriter.Workbook(output, {'in_memory': True}) sheet = workbook.add_worksheet() cell_format = workbook.add_format({ 'font_size': '14px', 'bold': True}) txt = workbook.add_format({'font_size': '13px'}) head = workbook.add_format( {'align': 'center', 'bold': True, 'font_size': '22px'}) sheet.merge_range('B2:P4', 'Payment Statement Report', head) date_style = workbook.add_format({ 'text_wrap': True, 'align': 'center', 'num_format': 'yyyy-mm-dd'}) if data['customer']: sheet.write('B7:C7', 'Supplier : ', cell_format) sheet.merge_range('D7:G7', data['customer'], txt) sheet.write('B9:C7', 'Address : ', cell_format) if data['street']: sheet.merge_range('D9:F9', data['street'], txt) if data['street2']: sheet.merge_range('D10:F10', data['street2'], txt) if data['city']: sheet.merge_range('D11:F11', data['city'], txt) if data['state']: sheet.merge_range('D12:F12', data['state'], txt) if data['zip']: sheet.merge_range('D13:F13', data['zip'], txt) sheet.write('B15', 'Date', cell_format) sheet.write('D15', 'Invoice/Bill Number', cell_format) sheet.write('H15', 'Due Date', cell_format) sheet.write('J15', 'Invoices/Debit', cell_format) sheet.write('M15', 'Amount Due', cell_format) sheet.write('P15', 'Balance Due', cell_format) row = 16 column = 0 for record in data['my_data']: sub_total = data['currency'] + str(record['sub_total']) amount_due = data['currency'] + str(record['amount_due']) balance = data['currency'] + str(record['balance']) total = data['currency'] + str(data['total']) remain_balance = data['currency'] + str(data['balance']) sheet.merge_range(row, column + 1, row, column + 2, record['invoice_date'], date_style) sheet.merge_range(row, column + 3, row, column + 5, record['name'], txt) sheet.merge_range(row, column + 7, row, column + 8, record['invoice_date_due'], date_style) sheet.merge_range(row, column + 9, row, column + 10, sub_total, txt) sheet.merge_range(row, column + 12, row, column + 13, amount_due, txt) sheet.merge_range(row, column + 15, row, column + 16, balance, txt) row = row + 1 sheet.write(row + 2, column + 1, 'Total Amount : ', cell_format) sheet.merge_range(row + 2, column + 4, row + 2, column + 5, total, txt) sheet.write(row + 4, column + 1, 'Balance Due : ', cell_format) sheet.merge_range(row + 4, column + 4, row + 4, column + 5, remain_balance, txt) workbook.close() output.seek(0) xlsx = base64.b64encode(output.read()) output.close() ir_values = { 'name': "Statement Report", 'type': 'binary', 'datas': xlsx, 'store_fname': xlsx, } attachment = self.env['ir.attachment'].sudo().create(ir_values) email_values = { 'email_to': self.email, 'subject': 'Payment Statement Report', 'body_html': '

Dear Mr/Miss. ' + self.name + '

We have attached your ' 'payment statement. Please check

' '

Best regards,

' + self.env.user.name, 'attachment_ids': [attachment.id], } mail = self.env['mail.mail'].sudo().create(email_values) mail.send() return { 'type': 'ir.actions.client', 'tag': 'display_notification', 'params': { 'message': 'Email Sent Successfully', 'type': 'success', 'sticky': False } } else: raise ValidationError('There is no statement to send')