[reports][purchase and sales trends]
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accounts/report/purchase_invoice_trends/__init__.py
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accounts/report/purchase_invoice_trends/__init__.py
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wn.require("app/js/purchase_trends_filters.js");
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wn.query_reports["Purchase Invoice Trends"] = {
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filters: get_filters()
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}
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, add_days, add_months, cstr
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from controllers.trends import get_columns,get_data
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def execute(filters=None):
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if not filters: filters ={}
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data = []
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trans = "Purchase Invoice"
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tab = ["tabPurchase Invoice","tabPurchase Invoice Item"]
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ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
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year_start_date = ysd.strftime('%Y-%m-%d')
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start_month = cint(year_start_date.split('-')[1])
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columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
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data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
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if data == '':
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webnotes.msgprint("Data Not Available")
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return columns, data
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[
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{
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"creation": "2013-06-13 18:46:55",
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"docstatus": 0,
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"modified": "2013-06-13 18:46:55",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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{
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"doctype": "Report",
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"is_standard": "Yes",
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"name": "__common__",
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"ref_doctype": "Purchase Invoice",
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"report_name": "Purchase Invoice Trends",
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"report_type": "Script Report"
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},
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{
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"doctype": "Report",
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"name": "Purchase Invoice Trends"
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}
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]
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accounts/report/sales_invoice_trends/__init__.py
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accounts/report/sales_invoice_trends/__init__.py
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wn.require("app/js/sales_trends_filters.js");
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wn.query_reports["Sales Invoice Trends"] = {
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filters: get_filters()
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}
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accounts/report/sales_invoice_trends/sales_invoice_trends.py
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accounts/report/sales_invoice_trends/sales_invoice_trends.py
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, add_days, add_months, cstr
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from controllers.trends import get_columns,get_data
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def execute(filters=None):
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if not filters: filters ={}
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data = []
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trans = "Sales Invoice"
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tab = ["tabSales Invoice","tabSales Invoice Item"]
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ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
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year_start_date = ysd.strftime('%Y-%m-%d')
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start_month = cint(year_start_date.split('-')[1])
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columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
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data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
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if data == '':
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webnotes.msgprint("Data Not Available")
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return columns, data
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[
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{
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"creation": "2013-06-13 18:44:21",
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"docstatus": 0,
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"modified": "2013-06-13 18:44:21",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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{
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"doctype": "Report",
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"is_standard": "Yes",
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"name": "__common__",
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"ref_doctype": "Sales Invoice",
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"report_name": "Sales Invoice Trends",
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"report_type": "Script Report"
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},
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{
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"doctype": "Report",
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"name": "Sales Invoice Trends"
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}
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]
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buying/report/purchase_order_trends/__init__.py
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buying/report/purchase_order_trends/__init__.py
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wn.require("app/js/purchase_trends_filters.js");
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wn.query_reports["Purchase Order Trends"] = {
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filters: get_filters()
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}
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buying/report/purchase_order_trends/purchase_order_trends.py
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buying/report/purchase_order_trends/purchase_order_trends.py
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
|
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# the Free Software Foundation, either version 3 of the License, or
|
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, add_days, add_months, cstr
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from controllers.trends import get_columns,get_data
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def execute(filters=None):
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if not filters: filters ={}
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data = []
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trans = "Purchase Order"
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tab = ["tabPurchase Order","tabPurchase Order Item"]
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ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
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year_start_date = ysd.strftime('%Y-%m-%d')
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start_month = cint(year_start_date.split('-')[1])
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columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
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data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
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if data == '':
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webnotes.msgprint("Data Not Available")
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return columns, data
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[
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{
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"creation": "2013-06-13 18:45:01",
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"docstatus": 0,
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"modified": "2013-06-13 18:45:01",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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{
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"doctype": "Report",
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"is_standard": "Yes",
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"name": "__common__",
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"ref_doctype": "Purchase Order",
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"report_name": "Purchase Order Trends",
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"report_type": "Script Report"
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},
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{
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"doctype": "Report",
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"name": "Purchase Order Trends"
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}
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]
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controllers/trends.py
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controllers/trends.py
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
|
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# it under the terms of the GNU General Public License as published by
|
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# the Free Software Foundation, either version 3 of the License, or
|
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import cint, add_days, add_months, cstr
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def get_columns(filters, year_start_date, start_month, trans):
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columns, pwc, bon, grbc = [], [], [], []
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query_bon, query_pwc = '', ''
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period = filters.get("period")
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based_on = filters.get("based_on")
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grby = filters.get("group_by")
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if not (period and based_on):
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webnotes.msgprint("Value missing in 'Period' or 'Based On'", raise_exception=1)
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elif based_on == grby:
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webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'", raise_exception=1)
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else:
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bon, query_bon, basedon, sup_tab = bon_columns_qdata(based_on, bon, trans)
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pwc, query_pwc = pw_column_qdata(filters, period, pwc, year_start_date,start_month, trans)
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grbc = grp_column(grby)
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if grbc:
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columns = bon + grbc + pwc +["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
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else:
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columns = bon + pwc + ["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
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return columns, query_bon, query_pwc, basedon, grbc, sup_tab
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def get_data(columns, filters, tab, query_bon, query_pwc, basedon, grbc, sup_tab):
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query_details = query_bon + query_pwc + 'SUM(t2.qty), SUM(t1.grand_total) '
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query_pwc = query_pwc + 'SUM(t2.qty), SUM(t1.grand_total)'
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data = []
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inc, cond= '',''
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if query_bon in ["t1.project_name,", "t2.project_name,"]:
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cond = 'and '+ query_bon[:-1] +' IS Not NULL'
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if filters.get("group_by"):
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sel_col = ''
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if filters.get("group_by") == 'Item':
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sel_col = 't2.item_code'
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elif filters.get("group_by") == 'Customer':
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sel_col = 't1.customer'
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elif filters.get("group_by") == 'Supplier':
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sel_col = 't1.supplier'
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if filters.get('based_on') in ['Item','Customer','Supplier']:
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inc = 2
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else :
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inc = 1
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ind = columns.index(grbc[0])
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data1 = webnotes.conn.sql(""" select %s %s from `%s` t1, `%s` t2 %s
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
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and t1.docstatus = 1 %s group by %s
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"""%(query_bon, query_pwc, tab[0], tab[1], sup_tab,filters.get("company"), filters.get("fiscal_year"),
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cond, basedon), as_list=1)
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for d in range(len(data1)):
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#to add blanck column
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dt = data1[d]
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dt.insert(ind,'')
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data.append(dt)
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#to get distinct value of col specified by group_by in filter
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row = webnotes.conn.sql("""select DISTINCT(%s) from `%s` t1, `%s` t2
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
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and t1.docstatus = 1 and %s = '%s'
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"""%(sel_col, tab[0], tab[1], filters.get("company"), filters.get("fiscal_year"),
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basedon, data1[d][0]),as_list=1)
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for i in range(len(row)):
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des = ['' for q in range(len(columns))]
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#get data for each group_by filter
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row1 = webnotes.conn.sql(""" select %s , %s from `%s` t1, `%s` t2
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
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and t1.docstatus = 1 and %s = '%s' and %s ='%s'
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"""%(sel_col, query_pwc, tab[0], tab[1], filters.get("company"), filters.get("fiscal_year"),
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sel_col, row[i][0], basedon, data1[d][0]),as_list=1)
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des[ind] = row[i]
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for j in range(1,len(columns)-inc):
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des[j+inc] = row1[0][j]
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data.append(des)
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else:
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data = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2 %s
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where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
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and t1.docstatus = 1 %s group by %s
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"""%(query_details, tab[0], tab[1], sup_tab, filters.get("company"),
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filters.get("fiscal_year"), cond,basedon), as_list=1)
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return data
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def pw_column_qdata(filters, period, pwc, year_start_date, start_month, trans):
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query_details = ''
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if trans in ['Purchase Receipt', 'Delivery Note', 'Purchase Invoice', 'Sales Invoice']:
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trans_date = 'posting_date'
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else:
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trans_date = 'transaction_date'
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if period == "Monthly":
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month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
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for month in range(start_month-1,len(month_name)):
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pwc.append(month_name[month]+' (Qty):Float:120')
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pwc.append(month_name[month]+' (Amt):Currency:120')
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query_details += """
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Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
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"""%{"trans": trans_date,"mon_num": cstr(month+1)}
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for month in range(0, start_month-1):
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pwc.append(month_name[month]+' (Qty):Float:120')
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pwc.append(month_name[month]+' (Amt):Currency:120')
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query_details += """
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Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
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"""%{"trans": trans_date, "mon_num": cstr(month+1)}
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elif period == "Quarterly":
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pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120",
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"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"]
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first_qsd, second_qsd, third_qsd, fourth_qsd = year_start_date, add_months(year_start_date,3), add_months(year_start_date,6), add_months(year_start_date,9)
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first_qed, second_qed, third_qed, fourth_qed = add_days(add_months(first_qsd,3),-1), add_days(add_months(second_qsd,3),-1), add_days(add_months(third_qsd,3),-1), add_days(add_months(fourth_qsd,3),-1)
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bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
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for d in bet_dates:
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query_details += """
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t1.grand_total ELSE NULL END),
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"""%{"trans": trans_date, "sd": d[0],"ed": d[1]}
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elif period == "Half-yearly":
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pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
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"Second Half(amt):Currency:120"]
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first_half_start = year_start_date
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first_half_end = add_days(add_months(first_half_start,6),-1)
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second_half_start = add_days(first_half_end,1)
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second_half_end = add_days(add_months(second_half_start,6),-1)
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query_details = """
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t1.grand_total ELSE NULL END),
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t2.qty ELSE NULL END),
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SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t1.grand_total ELSE NULL END),
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"""%{"trans": trans_date, "fhs": first_half_start, "fhe": first_half_end,"shs": second_half_start,
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"she": second_half_end}
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else:
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pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
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query_details = " SUM(t2.qty), SUM(t1.grand_total),"
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return pwc, query_details
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|
||||
def bon_columns_qdata(based_on, bon, trans):
|
||||
sup_tab = ''
|
||||
|
||||
if based_on == "Item":
|
||||
bon = ["Item:Link/Item:120", "Item Name:Data:120"]
|
||||
query_details = "t2.item_code, t2.item_name,"
|
||||
basedon = 't2.item_code'
|
||||
|
||||
elif based_on == "Item Group":
|
||||
bon = ["Item Group:Link/Item Group:120"]
|
||||
query_details = "t2.item_group,"
|
||||
basedon = 't2.item_group'
|
||||
|
||||
elif based_on == "Customer":
|
||||
bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
|
||||
query_details = "t1.customer_name, t1.territory, "
|
||||
basedon = 't1.customer_name'
|
||||
|
||||
elif based_on == "Customer Group":
|
||||
bon = ["Customer Group:Link/Customer Group"]
|
||||
query_details = "t1.customer_group,"
|
||||
basedon = 't1.customer_group'
|
||||
|
||||
elif based_on == 'Supplier':
|
||||
bon = ["Supplier:Link/Supplier:120", "Supplier Type:Link/Supplier Type:120"]
|
||||
query_details = "t1.supplier, t3.supplier_type,"
|
||||
basedon = 't1.supplier'
|
||||
sup_tab = ',`tabSupplier` t3'
|
||||
|
||||
elif based_on == 'Supplier Type':
|
||||
bon = ["Supplier Type:Link/Supplier Type:120"]
|
||||
query_details = "t3.supplier_type,"
|
||||
basedon = 't3.supplier_type'
|
||||
sup_tab = ',`tabSupplier` t3'
|
||||
|
||||
elif based_on == "Territory":
|
||||
bon = ["Territory:Link/Territory:120"]
|
||||
query_details = "t1.territory,"
|
||||
basedon = 't1.territory'
|
||||
|
||||
elif based_on == "Project":
|
||||
|
||||
if trans in ['Sales Invoice', 'Delivery Note', 'Sales Order']:
|
||||
bon = ["Project:Link/Project:120"]
|
||||
query_details = "t1.project_name,"
|
||||
basedon = 't1.project_name'
|
||||
|
||||
elif trans in ['Purchase Order', 'Purchase Invoice', 'Purchase Receipt']:
|
||||
bon = ["Project:Link/Project:120"]
|
||||
query_details = "t2.project_name,"
|
||||
basedon = 't2.project_name'
|
||||
|
||||
else:
|
||||
webnotes.msgprint("No Information Available", raise_exception=1)
|
||||
|
||||
return bon, query_details, basedon, sup_tab
|
||||
|
||||
def grp_column(group_by):
|
||||
if group_by:
|
||||
return [group_by+":Link/"+group_by+":120"]
|
||||
else:
|
||||
return []
|
39
public/js/purchase_trends_filters.js
Normal file
39
public/js/purchase_trends_filters.js
Normal file
@ -0,0 +1,39 @@
|
||||
var get_filter = function(){
|
||||
return [
|
||||
{
|
||||
"fieldname":"period",
|
||||
"label": "Period",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Monthly", "Quarterly", "Half-yearly", "Yearly"].join("\n"),
|
||||
"default": "Monthly"
|
||||
},
|
||||
{
|
||||
"fieldname":"based_on",
|
||||
"label": "Based On",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Item", "Item Group", "Supplier", "Supplier Type", "Project"].join("\n"),
|
||||
"default": "Item"
|
||||
},
|
||||
{
|
||||
"fieldname":"group_by",
|
||||
"label": "Group By",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Item", "Supplier"].join("\n"),
|
||||
"default": ""
|
||||
},
|
||||
{
|
||||
"fieldname":"fiscal_year",
|
||||
"label": "Fiscal Year",
|
||||
"fieldtype": "Link",
|
||||
"options":'Fiscal Year',
|
||||
"default": sys_defaults.fiscal_year
|
||||
},
|
||||
{
|
||||
"fieldname":"company",
|
||||
"label": "Company",
|
||||
"fieldtype": "Link",
|
||||
"options": "Company",
|
||||
"default": sys_defaults.company
|
||||
},
|
||||
];
|
||||
}
|
39
public/js/sales_trends_filters.js
Normal file
39
public/js/sales_trends_filters.js
Normal file
@ -0,0 +1,39 @@
|
||||
var get_filters = function(){
|
||||
return[
|
||||
{
|
||||
"fieldname":"period",
|
||||
"label": "Period",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Monthly", "Quarterly", "Half-yearly", "Yearly"].join("\n"),
|
||||
"default": "Monthly"
|
||||
},
|
||||
{
|
||||
"fieldname":"based_on",
|
||||
"label": "Based On",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Item", "Item Group", "Customer", "Customer Group", "Territory", "Project"].join("\n"),
|
||||
"default": "Item"
|
||||
},
|
||||
{
|
||||
"fieldname":"group_by",
|
||||
"label": "Group By",
|
||||
"fieldtype": "Select",
|
||||
"options": ["Item", "Customer"].join("\n"),
|
||||
"default": ""
|
||||
},
|
||||
{
|
||||
"fieldname":"fiscal_year",
|
||||
"label": "Fiscal Year",
|
||||
"fieldtype": "Link",
|
||||
"options":'Fiscal Year',
|
||||
"default": sys_defaults.fiscal_year
|
||||
},
|
||||
{
|
||||
"fieldname":"company",
|
||||
"label": "Company",
|
||||
"fieldtype": "Link",
|
||||
"options": "Company",
|
||||
"default": sys_defaults.company
|
||||
},
|
||||
];
|
||||
}
|
@ -1,40 +1,5 @@
|
||||
wn.require("app/js/sales_trends_filters.js");
|
||||
|
||||
wn.query_reports["Quotation Trends"] = {
|
||||
"filters": [
|
||||
{
|
||||
"fieldname":"period",
|
||||
"label": "Period",
|
||||
"fieldtype": "Select",
|
||||
"options": "Monthly"+NEWLINE+"Quarterly"+NEWLINE+"Half-yearly"+NEWLINE+"Yearly",
|
||||
"default": "Monthly"
|
||||
},
|
||||
{
|
||||
"fieldname":"based_on",
|
||||
"label": "Based On",
|
||||
"fieldtype": "Select",
|
||||
"options": "Item"+NEWLINE+"Item Group"+NEWLINE+"Customer"+NEWLINE+"Customer Group"+NEWLINE+"Territory"+NEWLINE+"Project",
|
||||
"default": "Item"
|
||||
},
|
||||
{
|
||||
"fieldname":"group_by",
|
||||
"label": "Group By",
|
||||
"fieldtype": "Select",
|
||||
"options": "Item"+NEWLINE+"Customer",
|
||||
"default": ""
|
||||
},
|
||||
{
|
||||
"fieldname":"fiscal_year",
|
||||
"label": "Fiscal Year",
|
||||
"fieldtype": "Link",
|
||||
"options":'Fiscal Year',
|
||||
"default": sys_defaults.fiscal_year
|
||||
},
|
||||
{
|
||||
"fieldname":"company",
|
||||
"label": "Company",
|
||||
"fieldtype": "Link",
|
||||
"options": "Company",
|
||||
"default": sys_defaults.company
|
||||
},
|
||||
|
||||
]
|
||||
}
|
||||
filters: get_filters()
|
||||
}
|
@ -17,204 +17,21 @@
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
from webnotes.utils import cint, add_days, add_months, cstr
|
||||
from controllers.trends import get_columns,get_data
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters ={}
|
||||
data = []
|
||||
|
||||
# Global data
|
||||
trans = "Quotation"
|
||||
tab = ["tabQuotation","tabQuotation Item"]
|
||||
ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
|
||||
year_start_date = ysd.strftime('%Y-%m-%d')
|
||||
start_month = cint(year_start_date.split('-')[1])
|
||||
|
||||
columns, query_bon, query_pwc, group_by, gby = get_columns(filters, year_start_date, start_month, trans)
|
||||
data = get_data(columns,filters, tab, query_bon, query_pwc, group_by, gby)
|
||||
columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
|
||||
data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
|
||||
|
||||
return columns, data
|
||||
|
||||
def get_columns(filters, year_start_date, start_month, trans):
|
||||
columns, pwc, bon, gby = [], [], [], []
|
||||
query_bon, query_pwc = '', ''
|
||||
|
||||
period = filters.get("period")
|
||||
based_on = filters.get("based_on")
|
||||
grby = filters.get("group_by")
|
||||
|
||||
if not (period and based_on):
|
||||
webnotes.msgprint("Value missing in 'Period' or 'Based On'", raise_exception=1)
|
||||
|
||||
elif based_on == grby:
|
||||
webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'", raise_exception=1)
|
||||
|
||||
else:
|
||||
bon,query_bon,group_by = base_wise_column(based_on, bon)
|
||||
pwc,query_pwc = period_wise_column_and_query(filters, period, pwc, year_start_date,start_month, trans)
|
||||
gby = gruoup_wise_column(grby)
|
||||
|
||||
if gby:
|
||||
columns = bon + gby + pwc +["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
|
||||
else:
|
||||
columns = bon + pwc + ["TOTAL(Qty):Float:120", "TOTAL(Amt):Currency:120"]
|
||||
|
||||
return columns, query_bon, query_pwc, group_by,gby
|
||||
|
||||
def get_data(columns, filters, tab, query_bon, query_pwc, group_by,gby):
|
||||
|
||||
query_details = query_bon + query_pwc + 'SUM(t2.qty), SUM(t1.grand_total) '
|
||||
query_pwc = query_pwc + 'SUM(t2.qty), SUM(t1.grand_total)'
|
||||
data = []
|
||||
inc = ''
|
||||
|
||||
if filters.get("group_by"):
|
||||
sel_col = ''
|
||||
if filters.get("group_by") == 'Item':
|
||||
sel_col = 't2.item_code'
|
||||
|
||||
elif filters.get("group_by") == 'Customer':
|
||||
sel_col = 't1.customer'
|
||||
|
||||
if filters.get('based_on') in ['Item','Customer']:
|
||||
inc = 2
|
||||
else :
|
||||
inc = 1
|
||||
|
||||
ind = columns.index(gby[0])
|
||||
|
||||
data1 = webnotes.conn.sql(""" select %s %s from `%s` t1, `%s` t2
|
||||
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
|
||||
and t1.docstatus = 1 group by %s """%(query_bon, query_pwc, tab[0], tab[1],
|
||||
filters.get("company"), filters.get("fiscal_year"), group_by), as_list=1)
|
||||
|
||||
for d in range(len(data1)):
|
||||
|
||||
dt = data1[d]
|
||||
dt.insert(ind,'')
|
||||
data.append(dt)
|
||||
|
||||
row = webnotes.conn.sql("""select DISTINCT(%s) from `%s` t1, `%s` t2
|
||||
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
|
||||
and t1.docstatus = 1 and %s = '%s' """%(sel_col, tab[0], tab[1], filters.get("company"),
|
||||
filters.get("fiscal_year"), group_by, data1[d][0]),as_list=1)
|
||||
|
||||
for i in range(len(row)):
|
||||
des = ['' for q in range(len(columns))]
|
||||
|
||||
row1 = webnotes.conn.sql(""" select %s , %s from `%s` t1, `%s` t2
|
||||
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
|
||||
and t1.docstatus = 1 and %s = '%s' and %s ='%s' """%(sel_col, query_pwc, tab[0], tab[1],
|
||||
filters.get("company"), filters.get("fiscal_year"), sel_col, row[i][0], group_by,
|
||||
data1[d][0]),as_list=1)
|
||||
|
||||
des[ind] = row[i]
|
||||
for j in range(1,len(columns)-inc):
|
||||
des[j+inc] = row1[0][j]
|
||||
data.append(des)
|
||||
else:
|
||||
|
||||
data = webnotes.conn.sql(""" select %s from `%s` t1, `%s` t2
|
||||
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
|
||||
and t1.docstatus = 1 group by %s
|
||||
"""%(query_details, tab[0], tab[1], filters.get("company"), filters.get("fiscal_year"), group_by), as_list=1)
|
||||
|
||||
return data
|
||||
|
||||
def period_wise_column_and_query(filters, period, pwc, year_start_date, start_month, trans):
|
||||
query_details = ''
|
||||
if trans in ['Purchase Receipt', 'Delivery Note', 'Purchase Invoice', 'Sales Invoice']:
|
||||
trans_date = 'posting_date'
|
||||
else:
|
||||
trans_date = 'transaction_date'
|
||||
|
||||
if period == "Monthly":
|
||||
month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
|
||||
|
||||
for month in range(start_month-1,len(month_name)):
|
||||
pwc.append(month_name[month]+' (Qty):Float:120')
|
||||
pwc.append(month_name[month]+' (Amt):Currency:120')
|
||||
|
||||
query_details += """
|
||||
Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
|
||||
SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
|
||||
"""%{"trans": trans_date,"mon_num": cstr(month+1)}
|
||||
|
||||
for month in range(0, start_month-1):
|
||||
pwc.append(month_name[month]+' (Qty):Float:120')
|
||||
pwc.append(month_name[month]+' (Amt):Currency:120')
|
||||
|
||||
query_details += """
|
||||
Sum(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t2.qty ELSE NULL END),
|
||||
SUM(CASE WHEN MONTH(t1.%(trans)s)= %(mon_num)s THEN t1.grand_total ELSE NULL END),
|
||||
"""%{"trans": trans_date, "mon_num": cstr(month+1)}
|
||||
|
||||
elif period == "Quarterly":
|
||||
pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120",
|
||||
"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"]
|
||||
|
||||
first_qsd, second_qsd, third_qsd, fourth_qsd = year_start_date, add_months(year_start_date,3), add_months(year_start_date,6), add_months(year_start_date,9)
|
||||
first_qed, second_qed, third_qed, fourth_qed = add_days(add_months(first_qsd,3),-1), add_days(add_months(second_qsd,3),-1), add_days(add_months(third_qsd,3),-1), add_days(add_months(fourth_qsd,3),-1)
|
||||
|
||||
bet_dates = [[first_qsd,first_qed],[second_qsd,second_qed],[third_qsd,third_qed],[fourth_qsd,fourth_qed]]
|
||||
for d in bet_dates:
|
||||
query_details += """
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t2.qty ELSE NULL END),
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(sd)s' AND '%(ed)s' THEN t1.grand_total ELSE NULL END),
|
||||
"""%{"trans": trans_date, "sd": d[0],"ed": d[1]}
|
||||
|
||||
elif period == "Half-yearly":
|
||||
pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
|
||||
"Second Half(amt):Currency:120"]
|
||||
|
||||
first_half_start = year_start_date
|
||||
first_half_end = add_days(add_months(first_half_start,6),-1)
|
||||
second_half_start = add_days(first_half_end,1)
|
||||
second_half_end = add_days(add_months(second_half_start,6),-1)
|
||||
|
||||
query_details = """
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t2.qty ELSE NULL END),
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(fhs)s' AND '%(fhe)s' THEN t1.grand_total ELSE NULL END),
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t2.qty ELSE NULL END),
|
||||
SUM(CASE WHEN t1.%(trans)s BETWEEN '%(shs)s' AND '%(she)s' THEN t1.grand_total ELSE NULL END),
|
||||
"""%{"trans": trans_date, "fhs": first_half_start, "fhe": first_half_end,"shs": second_half_start, "she": second_half_end}
|
||||
|
||||
else:
|
||||
pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
|
||||
query_details = " SUM(t2.qty), SUM(t1.grand_total),"
|
||||
|
||||
return pwc, query_details
|
||||
|
||||
def base_wise_column(based_on, bon):
|
||||
if based_on == "Item":
|
||||
bon = ["Item:Link/Item:120", "Item Name:Data:120"]
|
||||
query_details = "t2.item_code, t2.item_name,"
|
||||
group_by = 't2.item_code'
|
||||
|
||||
elif based_on == "Item Group":
|
||||
bon = ["Item Group:Link/Item Group:120"]
|
||||
query_details = "t2.item_group,"
|
||||
group_by = 't2.item_group'
|
||||
|
||||
elif based_on == "Customer":
|
||||
bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
|
||||
query_details = "t1.customer_name, t1.territory, "
|
||||
group_by = 't1.customer_name'
|
||||
|
||||
elif based_on == "Customer Group":
|
||||
bon = ["Customer Group:Link/Customer Group"]
|
||||
query_details = "t1.customer_group, "
|
||||
group_by = 't1.customer_group'
|
||||
|
||||
elif based_on == "Territory":
|
||||
bon = ["Territory:Link/Territory:120"]
|
||||
query_details = "t1.territory, "
|
||||
group_by = 't1.territory'
|
||||
|
||||
else:
|
||||
bon = ["Project:Link/Project:120"]
|
||||
return bon, query_details, group_by
|
||||
|
||||
def gruoup_wise_column(group_by):
|
||||
if group_by:
|
||||
return [group_by+":Link/"+group_by+":120"]
|
||||
else:
|
||||
return []
|
||||
if data == '':
|
||||
webnotes.msgprint("Data Not Available")
|
||||
return columns, data
|
0
selling/report/sales_order_trends/__init__.py
Normal file
0
selling/report/sales_order_trends/__init__.py
Normal file
5
selling/report/sales_order_trends/sales_order_trends.js
Normal file
5
selling/report/sales_order_trends/sales_order_trends.js
Normal file
@ -0,0 +1,5 @@
|
||||
wn.require("app/js/sales_trends_filters.js");
|
||||
|
||||
wn.query_reports["Sales Order"] = {
|
||||
filters: get_filters()
|
||||
}
|
37
selling/report/sales_order_trends/sales_order_trends.py
Normal file
37
selling/report/sales_order_trends/sales_order_trends.py
Normal file
@ -0,0 +1,37 @@
|
||||
# ERPNext - web based ERP (http://erpnext.com)
|
||||
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
#
|
||||
# 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 General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
from webnotes.utils import cint, add_days, add_months, cstr
|
||||
from controllers.trends import get_columns,get_data
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters ={}
|
||||
data = []
|
||||
|
||||
trans = "Sales Order"
|
||||
tab = ["tabSales Order","tabSales Order Item"]
|
||||
ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
|
||||
year_start_date = ysd.strftime('%Y-%m-%d')
|
||||
start_month = cint(year_start_date.split('-')[1])
|
||||
|
||||
columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
|
||||
data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
|
||||
|
||||
if data == '':
|
||||
webnotes.msgprint("Data Not Available")
|
||||
return columns, data
|
21
selling/report/sales_order_trends/sales_order_trends.txt
Normal file
21
selling/report/sales_order_trends/sales_order_trends.txt
Normal file
@ -0,0 +1,21 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-13 18:43:30",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-13 18:43:30",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Sales Order Trends",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Sales Order Trends"
|
||||
}
|
||||
]
|
0
stock/report/delivery_note_trends/__init__.py
Normal file
0
stock/report/delivery_note_trends/__init__.py
Normal file
@ -0,0 +1,5 @@
|
||||
wn.require("app/js/sales_trends_filters.js");
|
||||
|
||||
wn.query_reports["Delivery Note Trends"] = {
|
||||
filters: get_filters()
|
||||
}
|
37
stock/report/delivery_note_trends/delivery_note_trends.py
Normal file
37
stock/report/delivery_note_trends/delivery_note_trends.py
Normal file
@ -0,0 +1,37 @@
|
||||
# ERPNext - web based ERP (http://erpnext.com)
|
||||
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
#
|
||||
# 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 General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
from webnotes.utils import cint, add_days, add_months, cstr
|
||||
from controllers.trends import get_columns,get_data
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters ={}
|
||||
data = []
|
||||
|
||||
trans = "Delivery Note"
|
||||
tab = ["tabDelivery Note","tabDelivery Note Item"]
|
||||
ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
|
||||
year_start_date = ysd.strftime('%Y-%m-%d')
|
||||
start_month = cint(year_start_date.split('-')[1])
|
||||
|
||||
columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
|
||||
data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
|
||||
|
||||
if data == '':
|
||||
webnotes.msgprint("Data Not Available")
|
||||
return columns, data
|
21
stock/report/delivery_note_trends/delivery_note_trends.txt
Normal file
21
stock/report/delivery_note_trends/delivery_note_trends.txt
Normal file
@ -0,0 +1,21 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-13 18:42:11",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-13 18:42:11",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Delivery Note",
|
||||
"report_name": "Delivery Note Trends",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Delivery Note Trends"
|
||||
}
|
||||
]
|
0
stock/report/purchase_receipt_trends/__init__.py
Normal file
0
stock/report/purchase_receipt_trends/__init__.py
Normal file
@ -0,0 +1,5 @@
|
||||
wn.require("app/js/purchase_trends_filters.js");
|
||||
|
||||
wn.query_reports["Purchase Receipt Trends"] = {
|
||||
filters: get_filters()
|
||||
}
|
@ -0,0 +1,37 @@
|
||||
# ERPNext - web based ERP (http://erpnext.com)
|
||||
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
|
||||
#
|
||||
# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU General Public License as published by
|
||||
# the Free Software Foundation, either version 3 of the License, or
|
||||
# (at your option) any later version.
|
||||
#
|
||||
# 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 General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import webnotes
|
||||
from webnotes.utils import cint, add_days, add_months, cstr
|
||||
from controllers.trends import get_columns,get_data
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters ={}
|
||||
data = []
|
||||
|
||||
trans = "Purchase Receipt"
|
||||
tab = ["tabPurchase Receipt","tabPurchase Receipt Item"]
|
||||
ysd = webnotes.conn.sql("select year_start_date from `tabFiscal Year` where name = '%s'"%filters.get("fiscal_year"))[0][0]
|
||||
year_start_date = ysd.strftime('%Y-%m-%d')
|
||||
start_month = cint(year_start_date.split('-')[1])
|
||||
|
||||
columns, query_bon, query_pwc, basedon, grbc, sup_tab = get_columns(filters, year_start_date, start_month, trans)
|
||||
data = get_data(columns,filters, tab, query_bon, query_pwc, basedon, grbc ,sup_tab)
|
||||
|
||||
if data == '':
|
||||
webnotes.msgprint("Data Not Available")
|
||||
return columns, data
|
@ -0,0 +1,21 @@
|
||||
[
|
||||
{
|
||||
"creation": "2013-06-13 18:45:44",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-06-13 18:45:44",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"is_standard": "Yes",
|
||||
"name": "__common__",
|
||||
"ref_doctype": "Purchase Receipt",
|
||||
"report_name": "Purchase Receipt Trends",
|
||||
"report_type": "Script Report"
|
||||
},
|
||||
{
|
||||
"doctype": "Report",
|
||||
"name": "Purchase Receipt Trends"
|
||||
}
|
||||
]
|
Loading…
x
Reference in New Issue
Block a user