[target report] cleanup
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@ -26,17 +26,23 @@ from utilities import build_filter_conditions
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class FiscalYearError(webnotes.ValidationError): pass
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def get_fiscal_year(date, verbose=1):
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return get_fiscal_years(date, verbose=1)[0]
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def get_fiscal_year(date=None, fiscal_year=None, verbose=1):
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return get_fiscal_years(date, fiscal_year, verbose=1)[0]
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def get_fiscal_years(date, verbose=1):
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def get_fiscal_years(date=None, fiscal_year=None, verbose=1):
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# if year start date is 2012-04-01, year end date should be 2013-03-31 (hence subdate)
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cond = ""
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if fiscal_year:
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cond = "name = '%s'" % fiscal_year
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else:
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cond = "'%s' >= year_start_date and '%s' < adddate(year_start_date, interval 1 year)" % \
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(date, date)
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fy = webnotes.conn.sql("""select name, year_start_date,
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subdate(adddate(year_start_date, interval 1 year), interval 1 day)
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as year_end_date
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from `tabFiscal Year`
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where %s >= year_start_date and %s < adddate(year_start_date, interval 1 year)
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order by year_start_date desc""", (date, date))
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where %s
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order by year_start_date desc""" % cond)
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if not fy:
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error_msg = """%s not in any Fiscal Year""" % formatdate(date)
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@ -20,6 +20,7 @@ import calendar
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from webnotes import _, msgprint
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from webnotes.utils import flt
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import time
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from accounts.utils import get_fiscal_year
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def execute(filters=None):
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if not filters: filters = {}
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@ -54,8 +55,7 @@ def get_columns(filters):
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for fieldname in ["fiscal_year", "period", "target_on"]:
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if not filters.get(fieldname):
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label = (" ".join(fieldname.split("_"))).title()
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msgprint(_("Please specify") + ": " + label,
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raise_exception=True)
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msgprint(_("Please specify") + ": " + label, raise_exception=True)
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columns = ["Territory:Link/Territory:80", "Item Group:Link/Item Group:80"]
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@ -72,8 +72,8 @@ def get_columns(filters):
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def get_period_date_ranges(filters):
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from dateutil.relativedelta import relativedelta
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year_start_date, year_end_date = get_year_start_end_date(filters)
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year_start_date, year_end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
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increment = {
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"Monthly": 1,
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@ -111,8 +111,8 @@ def get_territory_details(filters):
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td.target_amount, t.distribution_id
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from `tabTerritory` t, `tabTarget Detail` td
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where td.parent=t.name and td.fiscal_year=%s and
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ifnull(t.distribution_id, '')!='' order by t.name""" %
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('%s'), (filters.get("fiscal_year")), as_dict=1)
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ifnull(t.distribution_id, '')!='' order by t.name""",
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filters.get("fiscal_year"), as_dict=1)
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#Get target distribution details of item group
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def get_target_distribution_details(filters):
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@ -128,7 +128,7 @@ def get_target_distribution_details(filters):
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#Get achieved details from sales order
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def get_achieved_details(filters):
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start_date, end_date = get_year_start_end_date(filters)
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start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
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return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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so.territory, MONTHNAME(so.transaction_date) as month_name
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@ -148,35 +148,26 @@ def get_territory_item_month_map(filters):
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for month in tdd:
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tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
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.setdefault(month, webnotes._dict({
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"target": 0.0, "achieved": 0.0, "variance": 0.0
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"target": 0.0, "achieved": 0.0
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}))
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tav_dict = tim_map[td.name][td.item_group][month]
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for ad in achieved_details:
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if (filters["target_on"] == "Quantity"):
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tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
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tav_dict.target = flt(td.target_qty) * (tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
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and ad.territory == td.name:
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tav_dict.achieved += ad.qty
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if (filters["target_on"] == "Amount"):
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tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and ''.join(get_item_group(ad.item_code)) == td.item_group \
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tav_dict.target = flt(td.target_amount) * \
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(tdd[month]["percentage_allocation"]/100)
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if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
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and ad.territory == td.name:
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tav_dict.achieved += ad.amount
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return tim_map
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def get_year_start_end_date(filters):
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return webnotes.conn.sql("""select year_start_date,
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subdate(adddate(year_start_date, interval 1 year), interval 1 day)
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as year_end_date
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from `tabFiscal Year`
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where name=%s""", filters["fiscal_year"])[0]
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def get_item_group(item_name):
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"""Get Item Group of an item"""
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return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
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('%s'), (item_name))
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return webnotes.conn.get_value("Item", item_name, "item_group")
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