[reports][purchase and sales trends]

This commit is contained in:
Saurabh 2013-06-13 19:17:56 +05:30
parent f9966f44cd
commit 0326f5414e
29 changed files with 712 additions and 229 deletions

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wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Invoice Trends"] = {
filters: get_filters()
}

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# 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 Invoice"
tab = ["tabPurchase Invoice","tabPurchase Invoice 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

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[
{
"creation": "2013-06-13 18:46:55",
"docstatus": 0,
"modified": "2013-06-13 18:46:55",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Purchase Invoice",
"report_name": "Purchase Invoice Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Purchase Invoice Trends"
}
]

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wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Sales Invoice Trends"] = {
filters: get_filters()
}

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# 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 Invoice"
tab = ["tabSales Invoice","tabSales Invoice 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

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[
{
"creation": "2013-06-13 18:44:21",
"docstatus": 0,
"modified": "2013-06-13 18:44:21",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Sales Invoice",
"report_name": "Sales Invoice Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Sales Invoice Trends"
}
]

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wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Order Trends"] = {
filters: get_filters()
}

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# 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 Order"
tab = ["tabPurchase Order","tabPurchase 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

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[
{
"creation": "2013-06-13 18:45:01",
"docstatus": 0,
"modified": "2013-06-13 18:45:01",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"ref_doctype": "Purchase Order",
"report_name": "Purchase Order Trends",
"report_type": "Script Report"
},
{
"doctype": "Report",
"name": "Purchase Order Trends"
}
]

245
controllers/trends.py Normal file
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# 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
def get_columns(filters, year_start_date, start_month, trans):
columns, pwc, bon, grbc = [], [], [], []
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, basedon, sup_tab = bon_columns_qdata(based_on, bon, trans)
pwc, query_pwc = pw_column_qdata(filters, period, pwc, year_start_date,start_month, trans)
grbc = grp_column(grby)
if grbc:
columns = bon + grbc + 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, basedon, grbc, sup_tab
def get_data(columns, filters, tab, query_bon, query_pwc, basedon, grbc, sup_tab):
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, cond= '',''
if query_bon in ["t1.project_name,", "t2.project_name,"]:
cond = 'and '+ query_bon[:-1] +' IS Not NULL'
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'
elif filters.get("group_by") == 'Supplier':
sel_col = 't1.supplier'
if filters.get('based_on') in ['Item','Customer','Supplier']:
inc = 2
else :
inc = 1
ind = columns.index(grbc[0])
data1 = webnotes.conn.sql(""" select %s %s from `%s` t1, `%s` t2 %s
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
and t1.docstatus = 1 %s group by %s
"""%(query_bon, query_pwc, tab[0], tab[1], sup_tab,filters.get("company"), filters.get("fiscal_year"),
cond, basedon), as_list=1)
for d in range(len(data1)):
#to add blanck column
dt = data1[d]
dt.insert(ind,'')
data.append(dt)
#to get distinct value of col specified by group_by in filter
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"),
basedon, data1[d][0]),as_list=1)
for i in range(len(row)):
des = ['' for q in range(len(columns))]
#get data for each group_by filter
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], basedon, 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 %s
where t2.parent = t1.name and t1.company = '%s' and t1.fiscal_year = '%s'
and t1.docstatus = 1 %s group by %s
"""%(query_details, tab[0], tab[1], sup_tab, filters.get("company"),
filters.get("fiscal_year"), cond,basedon), as_list=1)
return data
def pw_column_qdata(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 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 []

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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
},
];
}

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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
},
];
}

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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()
}

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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

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wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Sales Order"] = {
filters: get_filters()
}

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# 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

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[
{
"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"
}
]

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wn.require("app/js/sales_trends_filters.js");
wn.query_reports["Delivery Note Trends"] = {
filters: get_filters()
}

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# 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

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[
{
"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"
}
]

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wn.require("app/js/purchase_trends_filters.js");
wn.query_reports["Purchase Receipt Trends"] = {
filters: get_filters()
}

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# 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

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[
{
"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"
}
]