changes

fusion_accounting/services/tools/inventory.py

@@ -0,0 +1,113 @@
+import logging
+from odoo import fields
+
+_logger = logging.getLogger(__name__)
+
+
+def get_stock_valuation(env, params):
+    accounts = env['account.account'].search([
+        ('code', '=like', '1069%'),
+        ('company_id', '=', env.company.id),
+    ])
+    result = []
+    for acct in accounts:
+        balance = sum(env['account.move.line'].search([
+            ('account_id', '=', acct.id),
+            ('parent_state', '=', 'posted'),
+        ]).mapped('balance'))
+        result.append({'code': acct.code, 'name': acct.name, 'balance': balance})
+    return {'accounts': result, 'total': sum(r['balance'] for r in result)}
+
+
+def get_price_differences(env, params):
+    accounts = env['account.account'].search([
+        ('code', '=like', '5010%'),
+        ('company_id', '=', env.company.id),
+    ])
+    domain = [
+        ('account_id', 'in', accounts.ids),
+        ('parent_state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+    if params.get('date_from'):
+        domain.append(('date', '>=', params['date_from']))
+    if params.get('date_to'):
+        domain.append(('date', '<=', params['date_to']))
+    lines = env['account.move.line'].search(domain, order='date desc', limit=50)
+    return {
+        'total': sum(l.balance for l in lines),
+        'entries': [{
+            'id': l.id, 'date': str(l.date),
+            'move': l.move_id.name, 'amount': l.balance,
+            'partner': l.partner_id.name if l.partner_id else '',
+        } for l in lines],
+    }
+
+
+def get_cogs_ratio_by_category(env, params):
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+    base_domain = [
+        ('parent_state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+    if date_from:
+        base_domain.append(('date', '>=', date_from))
+    if date_to:
+        base_domain.append(('date', '<=', date_to))
+
+    revenue_lines = env['account.move.line'].search(
+        base_domain + [('account_id.account_type', '=', 'income')]
+    )
+    cogs_lines = env['account.move.line'].search(
+        base_domain + [('account_id.account_type', '=', 'expense_direct_cost')]
+    )
+    revenue = abs(sum(l.balance for l in revenue_lines))
+    cogs = abs(sum(l.balance for l in cogs_lines))
+    ratio = (cogs / revenue * 100) if revenue else 0
+    return {'revenue': revenue, 'cogs': cogs, 'ratio_pct': round(ratio, 2)}
+
+
+def find_unusual_adjustments(env, params):
+    threshold = float(params.get('threshold', 1000))
+    domain = [
+        ('parent_state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+        ('account_id.account_type', '=', 'expense_direct_cost'),
+    ]
+    lines = env['account.move.line'].search(domain)
+    unusual = lines.filtered(lambda l: abs(l.balance) > threshold)
+    return {
+        'count': len(unusual),
+        'adjustments': [{
+            'id': l.id, 'date': str(l.date), 'move': l.move_id.name,
+            'amount': l.balance, 'name': l.name or '',
+        } for l in unusual[:20]],
+    }
+
+
+def get_inventory_turnover(env, params):
+    from .reporting import get_profit_loss
+    pl = get_profit_loss(env, params)
+    stock = get_stock_valuation(env, params)
+    avg_inventory = stock.get('total', 0)
+    cogs = 0
+    for line in pl.get('lines', []):
+        if 'cost' in line.get('name', '').lower():
+            cols = line.get('columns', [])
+            if cols:
+                try:
+                    cogs = float(cols[0])
+                except (ValueError, TypeError):
+                    pass
+    turnover = (cogs / avg_inventory) if avg_inventory else 0
+    return {'cogs': cogs, 'avg_inventory': avg_inventory, 'turnover': round(turnover, 2)}
+
+
+TOOLS = {
+    'get_stock_valuation': get_stock_valuation,
+    'get_price_differences': get_price_differences,
+    'get_cogs_ratio_by_category': get_cogs_ratio_by_category,
+    'find_unusual_adjustments': find_unusual_adjustments,
+    'get_inventory_turnover': get_inventory_turnover,
+}