Merge branch 'develop' into pur-inv-status-fix

erpnext/accounts/report/general_ledger/general_ledger.js

@@ -53,7 +53,7 @@ frappe.query_reports["General Ledger"] = {
 			"label": __("Voucher No"),
 			"fieldtype": "Data",
 			on_change: function() {
-				frappe.query_report.set_filter_value('group_by', "");
+				frappe.query_report.set_filter_value('group_by', "Group by Voucher (Consolidated)");
 			}
 		},
 		{

erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.js

@@ -3,6 +3,14 @@
 
 frappe.query_reports["Customer Acquisition and Loyalty"] = {
 	"filters": [
+		{
+			"fieldname": "view_type",
+			"label": __("View Type"),
+			"fieldtype": "Select",
+			"options": ["Monthly", "Territory Wise"],
+			"default": "Monthly",
+			"reqd": 1
+		},
 		{
 			"fieldname":"company",
 			"label": __("Company"),
@@ -24,6 +32,13 @@ frappe.query_reports["Customer Acquisition and Loyalty"] = {
 			"fieldtype": "Date",
 			"default": frappe.defaults.get_user_default("year_end_date"),
 			"reqd": 1
-		},
+		}
-	]
+	],
+	'formatter': function(value, row, column, data, default_formatter) {
+		value = default_formatter(value, row, column, data);
+		if (data && data.bold) {
+			value = value.bold();
+		}
+		return value;
+	}
 }

erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py

@@ -2,40 +2,84 @@
 # License: GNU General Public License v3. See license.txt
 
 from __future__ import unicode_literals
+import calendar
 import frappe
 from frappe import _
-from frappe.utils import getdate, cint, cstr
+from frappe.utils import cint, cstr
-import calendar
 
 def execute(filters=None):
-	# key yyyy-mm
+    common_columns = [
-	new_customers_in = {}
+        {
-	repeat_customers_in = {}
+            'label': _('New Customers'),
-	customers = []
+            'fieldname': 'new_customers',
-	company_condition = ""
+            'fieldtype': 'Int',
-
+            'default': 0,
-	if filters.get("company"):
+            'width': 125
-		company_condition = ' and company=%(company)s'
+        },
-
+        {
-	for si in frappe.db.sql("""select posting_date, customer, base_grand_total from `tabSales Invoice`
+            'label': _('Repeat Customers'),
-		where docstatus=1 and posting_date <= %(to_date)s
+            'fieldname': 'repeat_customers',
-		{company_condition} order by posting_date""".format(company_condition=company_condition),
+            'fieldtype': 'Int',
-		filters, as_dict=1):
+            'default': 0,
-
+            'width': 125
-		key = si.posting_date.strftime("%Y-%m")
+        },
-		if not si.customer in customers:
+        {
-			new_customers_in.setdefault(key, [0, 0.0])
+            'label': _('Total'),
-			new_customers_in[key][0] += 1
+            'fieldname': 'total',
-			new_customers_in[key][1] += si.base_grand_total
+            'fieldtype': 'Int',
-			customers.append(si.customer)
+            'default': 0,
+            'width': 100
+        },
+        {
+            'label': _('New Customer Revenue'),
+            'fieldname': 'new_customer_revenue',
+            'fieldtype': 'Currency',
+            'default': 0.0,
+            'width': 175
+        },
+        {
+            'label': _('Repeat Customer Revenue'),
+            'fieldname': 'repeat_customer_revenue',
+            'fieldtype': 'Currency',
+            'default': 0.0,
+            'width': 175
+        },
+        {
+            'label': _('Total Revenue'),
+            'fieldname': 'total_revenue',
+            'fieldtype': 'Currency',
+            'default': 0.0,
+            'width': 175
+        }
+    ]
+    if filters.get('view_type') == 'Monthly':
+        return get_data_by_time(filters, common_columns)
     else:
-			repeat_customers_in.setdefault(key, [0, 0.0])
+        return get_data_by_territory(filters, common_columns)
-			repeat_customers_in[key][0] += 1
+
-			repeat_customers_in[key][1] += si.base_grand_total
+def get_data_by_time(filters, common_columns):
+    # key yyyy-mm
+    columns = [
+        {
+            'label': _('Year'),
+            'fieldname': 'year',
+            'fieldtype': 'Data',
+            'width': 100
+        },
+        {
+            'label': _('Month'),
+            'fieldname': 'month',
+            'fieldtype': 'Data',
+            'width': 100
+        },
+    ]
+    columns += common_columns
+
+    customers_in = get_customer_stats(filters)
 
     # time series
-	from_year, from_month, temp = filters.get("from_date").split("-")
+    from_year, from_month, temp = filters.get('from_date').split('-')
-	to_year, to_month, temp = filters.get("to_date").split("-")
+    to_year, to_month, temp = filters.get('to_date').split('-')
 
     from_year, from_month, to_year, to_month = \
         cint(from_year), cint(from_month), cint(to_year), cint(to_month)
@@ -43,24 +87,101 @@ def execute(filters=None):
     out = []
     for year in range(from_year, to_year+1):
         for month in range(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13):
-			key = "{year}-{month:02d}".format(year=year, month=month)
+            key = '{year}-{month:02d}'.format(year=year, month=month)
+            data = customers_in.get(key)
+            new = data['new'] if data else [0, 0.0]
+            repeat = data['repeat'] if data else [0, 0.0]
+            out.append({
+                'year': cstr(year),
+                'month': calendar.month_name[month],
+                'new_customers': new[0],
+                'repeat_customers': repeat[0],
+                'total': new[0] + repeat[0],
+                'new_customer_revenue': new[1],
+                'repeat_customer_revenue': repeat[1],
+                'total_revenue': new[1] + repeat[1]
+            })
+    return columns, out
 
-			new = new_customers_in.get(key, [0,0.0])
+def get_data_by_territory(filters, common_columns):
-			repeat = repeat_customers_in.get(key, [0,0.0])
+    columns = [{
+        'label': 'Territory',
+        'fieldname': 'territory',
+        'fieldtype': 'Link',
+        'options': 'Territory',
+        'width': 150
+    }]
+    columns += common_columns
 
-			out.append([cstr(year), calendar.month_name[month],
+    customers_in = get_customer_stats(filters, tree_view=True)
-				new[0], repeat[0], new[0] + repeat[0],
-				new[1], repeat[1], new[1] + repeat[1]])
 
-	return [
+    territory_dict = {}
-		_("Year") + "::100",
+    for t in frappe.db.sql('''SELECT name, lft, parent_territory, is_group FROM `tabTerritory` ORDER BY lft''', as_dict=1):
-		_("Month") + "::100",
+        territory_dict.update({
-		_("New Customers") + ":Int:100",
+            t.name: {
-		_("Repeat Customers") + ":Int:100",
+                'parent': t.parent_territory,
-		_("Total") + ":Int:100",
+                'is_group': t.is_group
-		_("New Customer Revenue") + ":Currency:150",
+            }
-		_("Repeat Customer Revenue") + ":Currency:150",
+        })
-		_("Total Revenue") + ":Currency:150"
-	], out
 
+    depth_map = frappe._dict()
+    for name, info in territory_dict.items():
+        default = depth_map.get(info['parent']) + 1 if info['parent'] else 0
+        depth_map.setdefault(name, default)
 
+    data = []
+    for name, indent in depth_map.items():
+        condition = customers_in.get(name)
+        new = customers_in[name]['new'] if condition else [0, 0.0]
+        repeat = customers_in[name]['repeat'] if condition else [0, 0.0]
+        temp = {
+            'territory': name,
+            'parent_territory': territory_dict[name]['parent'],
+            'indent': indent,
+            'new_customers': new[0],
+            'repeat_customers': repeat[0],
+            'total': new[0] + repeat[0],
+            'new_customer_revenue': new[1],
+            'repeat_customer_revenue': repeat[1],
+            'total_revenue': new[1] + repeat[1],
+            'bold': 0 if indent else 1
+        }
+        data.append(temp)
+
+    loop_data = sorted(data, key=lambda k: k['indent'], reverse=True)
+
+    for ld in loop_data:
+        if ld['parent_territory']:
+            parent_data = [x for x in data if x['territory'] == ld['parent_territory']][0]
+            for key in parent_data.keys():
+                if key not in  ['indent', 'territory', 'parent_territory', 'bold']:
+                    parent_data[key] += ld[key]
+
+    return columns, data, None, None, None, 1
+
+def get_customer_stats(filters, tree_view=False):
+    """ Calculates number of new and repeated customers. """
+    company_condition = ''
+    if filters.get('company'):
+        company_condition = ' and company=%(company)s'
+
+    customers = []
+    customers_in = {}
+
+    for si in frappe.db.sql('''select territory, posting_date, customer, base_grand_total from `tabSales Invoice`
+        where docstatus=1 and posting_date <= %(to_date)s and posting_date >= %(from_date)s
+        {company_condition} order by posting_date'''.format(company_condition=company_condition),
+        filters, as_dict=1):
+
+        key = si.territory if tree_view else si.posting_date.strftime('%Y-%m')
+        customers_in.setdefault(key, {'new': [0, 0.0], 'repeat': [0, 0.0]})
+
+        if not si.customer in customers:
+            customers_in[key]['new'][0] += 1
+            customers_in[key]['new'][1] += si.base_grand_total
+            customers.append(si.customer)
+        else:
+            customers_in[key]['repeat'][0] += 1
+            customers_in[key]['repeat'][1] += si.base_grand_total
+
+    return customers_in

erpnext/selling/report/territory_wise_sales/territory_wise_sales.py

@@ -20,31 +20,36 @@ def get_columns():
 			"label": _("Territory"),
 			"fieldname": "territory",
 			"fieldtype": "Link",
-			"options": "Territory"
+			"options": "Territory",
+			"width": 150
 		},
 		{
 			"label": _("Opportunity Amount"),
 			"fieldname": "opportunity_amount",
 			"fieldtype": "Currency",
-			"options": currency
+			"options": currency,
+			"width": 150
 		},
 		{
 			"label": _("Quotation Amount"),
 			"fieldname": "quotation_amount",
 			"fieldtype": "Currency",
-			"options": currency
+			"options": currency,
+			"width": 150
 		},
 		{
 			"label": _("Order Amount"),
 			"fieldname": "order_amount",
 			"fieldtype": "Currency",
-			"options": currency
+			"options": currency,
+			"width": 150
 		},
 		{
 			"label": _("Billing Amount"),
 			"fieldname": "billing_amount",
 			"fieldtype": "Currency",
-			"options": currency
+			"options": currency,
+			"width": 150
 		}
 	]
 
@@ -63,7 +68,6 @@ def get_data(filters=None):
 		t_opportunity_names = []
 		if territory_opportunities:
 			t_opportunity_names = [t.name for t in territory_opportunities]
-
 		territory_quotations = []
 		if t_opportunity_names and quotations:
 			territory_quotations = list(filter(lambda x: x.opportunity in t_opportunity_names, quotations))

erpnext/setup/doctype/territory/territory.py

@@ -3,8 +3,6 @@
 
 from __future__ import unicode_literals
 import frappe
-
-
 from frappe.utils import flt
 from frappe import _
 
@@ -14,6 +12,7 @@ class Territory(NestedSet):
 	nsm_parent_field = 'parent_territory'
 
 	def validate(self):
+
 		for d in self.get('targets') or []:
 			if not flt(d.target_qty) and not flt(d.target_amount):
 				frappe.throw(_("Either target qty or target amount is mandatory"))