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

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Saqib 2020-05-13 21:56:45 +05:30 committed by GitHub
commit 2b8f307ffe
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5 changed files with 205 additions and 66 deletions
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2
erpnext/accounts/report/general_ledger/general_ledger.js
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@ -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)");
}
},
{

21
erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.js
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@ -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;
}
}

215
erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py
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@ -2,65 +2,186 @@
# 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
import calendar
from frappe.utils import cint, cstr
def execute(filters=None):
# key yyyy-mm
new_customers_in = {}
repeat_customers_in = {}
customers = []
company_condition = ""
common_columns = [
{
'label': _('New Customers'),
'fieldname': 'new_customers',
'fieldtype': 'Int',
'default': 0,
'width': 125
},
{
'label': _('Repeat Customers'),
'fieldname': 'repeat_customers',
'fieldtype': 'Int',
'default': 0,
'width': 125
},
{
'label': _('Total'),
'fieldname': 'total',
'fieldtype': 'Int',
'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:
return get_data_by_territory(filters, common_columns)
if filters.get("company"):
company_condition = ' and company=%(company)s'
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
for si in frappe.db.sql("""select posting_date, customer, base_grand_total from `tabSales Invoice`
where docstatus=1 and posting_date <= %(to_date)s
{company_condition} order by posting_date""".format(company_condition=company_condition),
filters, as_dict=1):
customers_in = get_customer_stats(filters)
key = si.posting_date.strftime("%Y-%m")
if not si.customer in customers:
new_customers_in.setdefault(key, [0, 0.0])
new_customers_in[key][0] += 1
new_customers_in[key][1] += si.base_grand_total
customers.append(si.customer)
else:
repeat_customers_in.setdefault(key, [0, 0.0])
repeat_customers_in[key][0] += 1
repeat_customers_in[key][1] += si.base_grand_total
# time series
from_year, from_month, temp = filters.get('from_date').split('-')
to_year, to_month, temp = filters.get('to_date').split('-')
# time series
from_year, from_month, temp = filters.get("from_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)
from_year, from_month, to_year, to_month = \
cint(from_year), cint(from_month), cint(to_year), cint(to_month)
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)
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
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)
def get_data_by_territory(filters, common_columns):
columns = [{
'label': 'Territory',
'fieldname': 'territory',
'fieldtype': 'Link',
'options': 'Territory',
'width': 150
}]
columns += common_columns
new = new_customers_in.get(key, [0,0.0])
repeat = repeat_customers_in.get(key, [0,0.0])
customers_in = get_customer_stats(filters, tree_view=True)
out.append([cstr(year), calendar.month_name[month],
new[0], repeat[0], new[0] + repeat[0],
new[1], repeat[1], new[1] + repeat[1]])
territory_dict = {}
for t in frappe.db.sql('''SELECT name, lft, parent_territory, is_group FROM `tabTerritory` ORDER BY lft''', as_dict=1):
territory_dict.update({
t.name: {
'parent': t.parent_territory,
'is_group': t.is_group
}
})
return [
_("Year") + "::100",
_("Month") + "::100",
_("New Customers") + ":Int:100",
_("Repeat Customers") + ":Int:100",
_("Total") + ":Int:100",
_("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

30
erpnext/selling/report/territory_wise_sales/territory_wise_sales.py
View File

@ -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
}
]
@ -62,8 +67,7 @@ def get_data(filters=None):
territory_opportunities = list(filter(lambda x: x.territory == territory.name, opportunities))
t_opportunity_names = []
if territory_opportunities:
t_opportunity_names = [t.name for t in 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))
@ -76,7 +80,7 @@ def get_data(filters=None):
list(filter(lambda x: x.quotation in t_quotation_names, sales_orders))
t_order_names = []
if territory_orders:
t_order_names = [t.name for t in territory_orders]
t_order_names = [t.name for t in territory_orders]
territory_invoices = list(filter(lambda x: x.sales_order in t_order_names, sales_invoices)) if t_order_names and sales_invoices else []
@ -96,12 +100,12 @@ def get_opportunities(filters):
if filters.get('transaction_date'):
conditions = " WHERE transaction_date between {0} and {1}".format(
frappe.db.escape(filters['transaction_date'][0]),
frappe.db.escape(filters['transaction_date'][0]),
frappe.db.escape(filters['transaction_date'][1]))
if filters.company:
if conditions:
conditions += " AND"
conditions += " AND"
else:
conditions += " WHERE"
conditions += " company = %(company)s"
@ -115,7 +119,7 @@ def get_opportunities(filters):
def get_quotations(opportunities):
if not opportunities:
return []
opportunity_names = [o.name for o in opportunities]
return frappe.db.sql("""
@ -155,5 +159,5 @@ def _get_total(doclist, amount_field="base_grand_total"):
total = 0
for doc in doclist:
total += doc.get(amount_field, 0)
return total

3
erpnext/setup/doctype/territory/territory.py
View File

@ -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"))