Merge pull request #16977 from rohitwaghchaure/moved_distribution_from_parent_to_child
feat: Added item group variance report for sales partner, commonified item group wise target variance report
This commit is contained in:
rohitwaghchaure
GitHub
commit
392bc54a34
@ -3,8 +3,8 @@
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from __future__ import unicode_literals
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import frappe
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from frappe.utils import flt
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from frappe import _
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from frappe.utils import (flt, add_months)
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from frappe.model.document import Document
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class MonthlyDistribution(Document):
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@ -25,3 +25,33 @@ class MonthlyDistribution(Document):
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if flt(total, 2) != 100.0:
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frappe.throw(_("Percentage Allocation should be equal to 100%") + \
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" ({0}%)".format(str(flt(total, 2))))
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def get_periodwise_distribution_data(distribution_id, period_list, periodicity):
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doc = frappe.get_doc('Monthly Distribution', distribution_id)
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months_to_add = {
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"Yearly": 12,
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"Half-Yearly": 6,
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"Quarterly": 3,
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"Monthly": 1
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}[periodicity]
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period_dict = {}
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for d in period_list:
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period_dict[d.key] = get_percentage(doc, d.from_date, months_to_add)
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return period_dict
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def get_percentage(doc, start_date, period):
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percentage = 0
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months = [start_date.strftime("%B").title()]
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for r in range(1, period):
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months.append(add_months(start_date, r).strftime("%B").title())
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for d in doc.percentages:
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if d.month in months:
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percentage += d.percentage_allocation
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return percentage
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@ -590,4 +590,5 @@ erpnext.patches.v11_0.make_italian_localization_fields # 01-03-2019
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erpnext.patches.v12_0.add_item_name_in_work_orders
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erpnext.patches.v12_0.update_pricing_rule_fields
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erpnext.patches.v11_1.make_job_card_time_logs
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erpnext.patches.v12_0.rename_pricing_rule_child_doctypes
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erpnext.patches.v12_0.rename_pricing_rule_child_doctypes
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erpnext.patches.v12_0.move_target_distribution_from_parent_to_child #wmnfb
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@ -0,0 +1,22 @@
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# Copyright (c) 2017, Frappe and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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def execute():
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frappe.reload_doc("setup", "doctype", "target_detail")
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for d in ['Sales Person', 'Sales Partner', 'Territory']:
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frappe.db.sql("""
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UPDATE `tab{child_doc}`, `tab{parent_doc}`
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SET
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`tab{child_doc}`.distribution_id = `tab{parent_doc}`.distribution_id
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WHERE
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`tab{child_doc}`.parent = `tab{parent_doc}`.name
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and `tab{parent_doc}`.distribution_id is not null and `tab{parent_doc}`.distribution_id != ''
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""".format(parent_doc = d, child_doc = "Target Detail"))
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frappe.delete_doc("Report", "Sales Partner-wise Transaction Summary")
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frappe.delete_doc("Report", "Sales Person Target Variance Item Group-Wise")
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frappe.delete_doc("Report", "Territory Target Variance Item Group-Wise")
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@ -0,0 +1,211 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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from frappe.utils import flt
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from erpnext.accounts.utils import get_fiscal_year
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from erpnext.accounts.report.financial_statements import get_period_list
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from erpnext.accounts.doctype.monthly_distribution.monthly_distribution import get_periodwise_distribution_data
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def get_data_column(filters, partner_doctype):
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data = []
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period_list = get_period_list(filters.fiscal_year, filters.fiscal_year,
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filters.period, company=filters.company)
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rows = get_data(filters, period_list, partner_doctype)
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columns = get_columns(filters, period_list, partner_doctype)
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if not rows:
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return columns, data
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for key, value in rows.items():
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value.update({
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frappe.scrub(partner_doctype): key[0],
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'item_group': key[1]
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})
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data.append(value)
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return columns, data
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def get_data(filters, period_list, partner_doctype):
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sales_field = frappe.scrub(partner_doctype)
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sales_users_data = get_parents_data(filters, partner_doctype)
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if not sales_users_data: return
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sales_users, item_groups = [], []
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for d in sales_users_data:
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if d.parent not in sales_users:
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sales_users.append(d.parent)
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if d.item_group not in item_groups:
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item_groups.append(d.item_group)
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date_field = ("transaction_date"
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if filters.get('doctype') == "Sales Order" else "posting_date")
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actual_data = get_actual_data(filters, item_groups, sales_users, date_field, sales_field)
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return prepare_data(filters, sales_users_data,
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actual_data, date_field, period_list, sales_field)
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def get_columns(filters, period_list, partner_doctype):
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fieldtype, options = "Currency", "currency"
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if filters.get("target_on") == 'Quantity':
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fieldtype, options = "Float", ""
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columns = [{
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"fieldname": frappe.scrub(partner_doctype),
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"label": _(partner_doctype),
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"fieldtype": "Link",
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"options": partner_doctype,
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"width": 100
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}, {
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"fieldname": "item_group",
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"label": _("Item Group"),
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"fieldtype": "Link",
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"options": "Item Group",
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"width": 100
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}]
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for period in period_list:
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target_key = 'target_{}'.format(period.key)
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variance_key = 'variance_{}'.format(period.key)
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columns.extend([{
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"fieldname": target_key,
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"label": _("Target ({})".format(period.label)),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}, {
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"fieldname": period.key,
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"label": _("Achieved ({})".format(period.label)),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}, {
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"fieldname": variance_key,
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"label": _("Variance ({})".format(period.label)),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}])
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columns.extend([{
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"fieldname": "total_target",
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"label": _("Total Target"),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}, {
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"fieldname": "total_achieved",
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"label": _("Total Achieved"),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}, {
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"fieldname": "total_variance",
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"label": _("Total Variance"),
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"fieldtype": fieldtype,
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"options": options,
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"width": 100
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}])
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return columns
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def prepare_data(filters, sales_users_data, actual_data, date_field, period_list, sales_field):
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rows = {}
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target_qty_amt_field = ("target_qty"
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if filters.get("target_on") == 'Quantity' else "target_amount")
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qty_or_amount_field = ("stock_qty"
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if filters.get("target_on") == 'Quantity' else "base_net_amount")
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for d in sales_users_data:
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key = (d.parent, d.item_group)
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dist_data = get_periodwise_distribution_data(d.distribution_id, period_list, filters.get("period"))
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if key not in rows:
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rows.setdefault(key,{
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'total_target': 0,
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'total_achieved': 0,
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'total_variance': 0
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})
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details = rows[key]
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for period in period_list:
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p_key = period.key
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if p_key not in details:
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details[p_key] = 0
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target_key = 'target_{}'.format(p_key)
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variance_key = 'variance_{}'.format(p_key)
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details[target_key] = (d.get(target_qty_amt_field) * dist_data.get(p_key)) / 100
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details[variance_key] = 0
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details["total_target"] += details[target_key]
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for r in actual_data:
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if (r.get(sales_field) == d.parent and r.item_group == d.item_group and
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period.from_date <= r.get(date_field) and r.get(date_field) <= period.to_date):
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details[p_key] += r.get(qty_or_amount_field, 0)
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details[variance_key] = details.get(target_key) - details.get(p_key)
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details["total_achieved"] += details.get(p_key)
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details["total_variance"] = details.get("total_target") - details.get("total_achieved")
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return rows
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def get_actual_data(filters, item_groups, sales_users_or_territory_data, date_field, sales_field):
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fiscal_year = get_fiscal_year(fiscal_year=filters.get("fiscal_year"), as_dict=1)
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dates = [fiscal_year.year_start_date, fiscal_year.year_end_date]
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select_field = "`tab{0}`.{1}".format(filters.get("doctype"), sales_field)
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child_table = "`tab{0}`".format(filters.get("doctype") + ' Item')
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if sales_field == 'sales_person':
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select_field = "`tabSales Team`.sales_person"
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child_table = "`tab{0}`, `tabSales Team`".format(filters.get("doctype") + ' Item')
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cond = """`tabSales Team`.parent = `tab{0}`.name and
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`tabSales Team`.sales_person in ({1}) """.format(filters.get("doctype"),
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','.join(['%s'] * len(sales_users_or_territory_data)))
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else:
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cond = "`tab{0}`.{1} in ({2})".format(filters.get("doctype"), sales_field,
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','.join(['%s'] * len(sales_users_or_territory_data)))
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return frappe.db.sql(""" SELECT `tab{child_doc}`.item_group,
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`tab{child_doc}`.stock_qty, `tab{child_doc}`.base_net_amount,
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{select_field}, `tab{parent_doc}`.{date_field}
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FROM `tab{parent_doc}`, {child_table}
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WHERE
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`tab{child_doc}`.parent = `tab{parent_doc}`.name
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and `tab{parent_doc}`.docstatus = 1 and {cond}
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and `tab{child_doc}`.item_group in ({item_groups})
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and `tab{parent_doc}`.{date_field} between %s and %s"""
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.format(
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cond = cond,
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date_field = date_field,
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select_field = select_field,
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child_table = child_table,
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parent_doc = filters.get("doctype"),
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child_doc = filters.get("doctype") + ' Item',
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item_groups = ','.join(['%s'] * len(item_groups))
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), tuple(sales_users_or_territory_data + item_groups + dates), as_dict=1)
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def get_parents_data(filters, partner_doctype):
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filters_dict = {'parenttype': partner_doctype}
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target_qty_amt_field = ("target_qty"
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if filters.get("target_on") == 'Quantity' else "target_amount")
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if filters.get("fiscal_year"):
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filters_dict["fiscal_year"] = filters.get("fiscal_year")
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return frappe.get_all('Target Detail',
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filters = filters_dict,
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fields = ["parent", "item_group", target_qty_amt_field, "fiscal_year", "distribution_id"])
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@ -0,0 +1,48 @@
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// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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/* eslint-disable */
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frappe.query_reports["Sales Partner Target Variance based on Item Group"] = {
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"filters": [
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{
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fieldname:"company",
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label: __("Company"),
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fieldtype: "Link",
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options: "Company",
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default: frappe.defaults.get_user_default("Company")
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},
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{
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fieldname: "fiscal_year",
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label: __("Fiscal Year"),
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fieldtype: "Link",
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options: "Fiscal Year",
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default: frappe.sys_defaults.fiscal_year
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},
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{
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fieldname: "doctype",
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label: __("Document Type"),
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fieldtype: "Select",
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options: "Sales Order\nDelivery Note\nSales Invoice",
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default: "Sales Order"
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},
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{
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fieldname: "period",
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label: __("Period"),
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fieldtype: "Select",
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options: [
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{ "value": "Monthly", "label": __("Monthly") },
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{ "value": "Quarterly", "label": __("Quarterly") },
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{ "value": "Half-Yearly", "label": __("Half-Yearly") },
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{ "value": "Yearly", "label": __("Yearly") }
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],
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default: "Monthly"
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},
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{
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fieldname: "target_on",
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label: __("Target On"),
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fieldtype: "Select",
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options: "Quantity\nAmount",
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default: "Quantity"
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},
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]
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}
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@ -0,0 +1,37 @@
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{
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"add_total_row": 0,
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"creation": "2019-03-25 18:22:37.323995",
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"disable_prepared_report": 0,
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"disabled": 0,
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"docstatus": 0,
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"doctype": "Report",
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": "Gadgets International",
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"modified": "2019-03-25 18:22:37.323995",
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"modified_by": "Administrator",
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"module": "Selling",
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"name": "Sales Partner Target Variance based on Item Group",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Sales Order",
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"report_name": "Sales Partner Target Variance based on Item Group",
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"report_type": "Script Report",
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"roles": [
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{
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"role": "Sales User"
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},
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{
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"role": "Sales Manager"
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},
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{
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"role": "Maintenance User"
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},
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{
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"role": "Accounts User"
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},
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{
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"role": "Stock User"
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}
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]
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}
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@ -0,0 +1,12 @@
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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
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# License: GNU General Public License v3. See license.txt
|
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|
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from __future__ import unicode_literals
|
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import frappe
|
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from erpnext.selling.report.sales_partner_target_variance_based_on_item_group.item_group_wise_sales_target_variance import get_data_column
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def execute(filters=None):
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data = []
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return get_data_column(filters, "Sales Partner")
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@ -2,7 +2,7 @@
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// For license information, please see license.txt
|
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/* eslint-disable */
|
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|
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frappe.query_reports["Sales Partner-wise Transaction Summary"] = {
|
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frappe.query_reports["Sales Partner Transaction Summary"] = {
|
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"filters": [
|
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{
|
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fieldname: "sales_partner",
|
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@ -1,6 +1,6 @@
|
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{
|
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"add_total_row": 1,
|
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"creation": "2019-03-15 16:21:16.088831",
|
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"creation": "2019-03-25 18:15:09.920739",
|
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"disable_prepared_report": 0,
|
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"disabled": 0,
|
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"docstatus": 0,
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@ -8,14 +8,14 @@
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"idx": 0,
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"is_standard": "Yes",
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"letter_head": "Gadgets International",
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"modified": "2019-03-15 16:21:16.088831",
|
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"modified": "2019-03-25 18:15:09.920739",
|
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"modified_by": "Administrator",
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"module": "Selling",
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"name": "Sales Partner-wise Transaction Summary",
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"name": "Sales Partner Transaction Summary",
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"owner": "Administrator",
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"prepared_report": 0,
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"ref_doctype": "Sales Order",
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"report_name": "Sales Partner-wise Transaction Summary",
|
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"report_name": "Sales Partner Transaction Summary",
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"report_type": "Script Report",
|
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"roles": [
|
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{
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@ -1,8 +1,16 @@
|
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// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
// License: GNU General Public License v3. See license.txt
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
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/* eslint-disable */
|
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|
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frappe.query_reports["Sales Person Target Variance Item Group-Wise"] = {
|
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frappe.query_reports["Sales Person Target Variance Based On Item Group"] = {
|
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"filters": [
|
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{
|
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fieldname:"company",
|
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label: __("Company"),
|
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fieldtype: "Link",
|
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options: "Company",
|
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default: frappe.defaults.get_user_default("Company")
|
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},
|
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{
|
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fieldname: "fiscal_year",
|
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label: __("Fiscal Year"),
|
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@ -10,6 +18,13 @@ frappe.query_reports["Sales Person Target Variance Item Group-Wise"] = {
|
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options: "Fiscal Year",
|
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default: frappe.sys_defaults.fiscal_year
|
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},
|
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{
|
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fieldname: "doctype",
|
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label: __("Document Type"),
|
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fieldtype: "Select",
|
||||
options: "Sales Order\nDelivery Note\nSales Invoice",
|
||||
default: "Sales Order"
|
||||
},
|
||||
{
|
||||
fieldname: "period",
|
||||
label: __("Period"),
|
||||
@ -1,19 +1,21 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"apply_user_permissions": 1,
|
||||
"creation": "2013-06-21 12:14:15",
|
||||
"creation": "2019-03-25 22:16:49.040998",
|
||||
"disable_prepared_report": 0,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"idx": 3,
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"modified": "2017-02-24 20:14:50.589149",
|
||||
"letter_head": "Gadgets International",
|
||||
"modified": "2019-03-25 22:16:49.040998",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Sales Person Target Variance Item Group-Wise",
|
||||
"name": "Sales Person Target Variance Based On Item Group",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Sales Person Target Variance Item Group-Wise",
|
||||
"report_name": "Sales Person Target Variance Based On Item Group",
|
||||
"report_type": "Script Report",
|
||||
"roles": [
|
||||
{
|
||||
@ -0,0 +1,11 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from erpnext.selling.report.sales_partner_target_variance_based_on_item_group.item_group_wise_sales_target_variance import get_data_column
|
||||
|
||||
def execute(filters=None):
|
||||
data = []
|
||||
|
||||
return get_data_column(filters, "Sales Person")
|
||||
@ -1,178 +0,0 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _, msgprint
|
||||
from frappe.utils import flt
|
||||
from erpnext.accounts.utils import get_fiscal_year
|
||||
from erpnext.controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
sim_map = get_salesperson_item_month_map(filters)
|
||||
|
||||
data = []
|
||||
for salesperson, salesperson_items in sim_map.items():
|
||||
for item_group, monthwise_data in salesperson_items.items():
|
||||
row = [salesperson, item_group]
|
||||
totals = [0, 0, 0]
|
||||
for relevant_months in period_month_ranges:
|
||||
period_data = [0, 0, 0]
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
row += period_data
|
||||
totals[2] = totals[0] - totals[1]
|
||||
row += totals
|
||||
data.append(row)
|
||||
|
||||
return columns, sorted(data, key=lambda x: (x[0], x[1]))
|
||||
|
||||
def get_columns(filters):
|
||||
for fieldname in ["fiscal_year", "period", "target_on"]:
|
||||
if not filters.get(fieldname):
|
||||
label = (" ".join(fieldname.split("_"))).title()
|
||||
msgprint(_("Please specify") + ": " + label,
|
||||
raise_exception=True)
|
||||
|
||||
columns = [_("Sales Person") + ":Link/Sales Person:120", _("Item Group") + ":Link/Item Group:120"]
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in [_("Target") + " (%s)", _("Achieved") + " (%s)", _("Variance") + " (%s)"]:
|
||||
if group_months:
|
||||
label = label % (_(from_date.strftime("%b")) + " - " + _(to_date.strftime("%b")))
|
||||
else:
|
||||
label = label % _(from_date.strftime("%b"))
|
||||
|
||||
columns.append(label+":Float:120")
|
||||
|
||||
return columns + [_("Total Target") + ":Float:120", _("Total Achieved") + ":Float:120",
|
||||
_("Total Variance") + ":Float:120"]
|
||||
|
||||
#Get sales person & item group details
|
||||
def get_salesperson_details(filters):
|
||||
return frappe.db.sql("""
|
||||
select
|
||||
sp.name, td.item_group, td.target_qty, td.target_amount, sp.distribution_id
|
||||
from
|
||||
`tabSales Person` sp, `tabTarget Detail` td
|
||||
where
|
||||
td.parent=sp.name and td.fiscal_year=%s order by sp.name
|
||||
""", (filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
target_details = {}
|
||||
|
||||
for d in frappe.db.sql("""
|
||||
select
|
||||
md.name, mdp.month, mdp.percentage_allocation
|
||||
from
|
||||
`tabMonthly Distribution Percentage` mdp, `tabMonthly Distribution` md
|
||||
where
|
||||
mdp.parent=md.name and md.fiscal_year=%s
|
||||
""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.name, {}).setdefault(d.month, flt(d.percentage_allocation))
|
||||
|
||||
return target_details
|
||||
|
||||
#Get achieved details from sales order
|
||||
def get_achieved_details(filters, sales_person, all_sales_persons, target_item_group, item_groups):
|
||||
start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
item_details = frappe.db.sql("""
|
||||
SELECT st.sales_person, MONTHNAME(so.transaction_date) as month_name,
|
||||
CASE
|
||||
WHEN so.status = "Closed" THEN sum(soi.delivered_qty * soi.conversion_factor * (st.allocated_percentage/100))
|
||||
ELSE sum(soi.stock_qty * (st.allocated_percentage/100))
|
||||
END as qty,
|
||||
CASE
|
||||
WHEN so.status = "Closed" THEN sum(soi.delivered_qty * soi.conversion_factor * soi.base_net_rate * (st.allocated_percentage/100))
|
||||
ELSE sum(soi.base_net_amount * (st.allocated_percentage/100))
|
||||
END as amount
|
||||
from
|
||||
`tabSales Order Item` soi, `tabSales Order` so, `tabSales Team` st
|
||||
where
|
||||
soi.parent=so.name and so.docstatus=1 and st.parent=so.name
|
||||
and so.transaction_date>=%s and so.transaction_date<=%s
|
||||
and exists(SELECT name from `tabSales Person` where lft >= %s and rgt <= %s and name=st.sales_person)
|
||||
and exists(SELECT name from `tabItem Group` where lft >= %s and rgt <= %s and name=soi.item_group)
|
||||
group by
|
||||
sales_person, month_name
|
||||
""",
|
||||
(start_date, end_date, all_sales_persons[sales_person].lft, all_sales_persons[sales_person].rgt,
|
||||
item_groups[target_item_group].lft, item_groups[target_item_group].rgt), as_dict=1)
|
||||
|
||||
actual_details = {}
|
||||
for d in item_details:
|
||||
actual_details.setdefault(d.month_name, frappe._dict({
|
||||
"quantity" : 0,
|
||||
"amount" : 0
|
||||
}))
|
||||
|
||||
value_dict = actual_details[d.month_name]
|
||||
value_dict.quantity += flt(d.qty)
|
||||
value_dict.amount += flt(d.amount)
|
||||
|
||||
return actual_details
|
||||
|
||||
def get_salesperson_item_month_map(filters):
|
||||
import datetime
|
||||
salesperson_details = get_salesperson_details(filters)
|
||||
tdd = get_target_distribution_details(filters)
|
||||
item_groups = get_item_groups()
|
||||
sales_persons = get_sales_persons()
|
||||
|
||||
sales_person_achievement_dict = {}
|
||||
for sd in salesperson_details:
|
||||
achieved_details = get_achieved_details(filters, sd.name, sales_persons, sd.item_group, item_groups)
|
||||
|
||||
for month_id in range(1, 13):
|
||||
month = datetime.date(2013, month_id, 1).strftime('%B')
|
||||
sales_person_achievement_dict.setdefault(sd.name, {}).setdefault(sd.item_group, {})\
|
||||
.setdefault(month, frappe._dict({
|
||||
"target": 0.0, "achieved": 0.0
|
||||
}))
|
||||
|
||||
sales_target_achieved = sales_person_achievement_dict[sd.name][sd.item_group][month]
|
||||
month_percentage = tdd.get(sd.distribution_id, {}).get(month, 0) \
|
||||
if sd.distribution_id else 100.0/12
|
||||
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
sales_target_achieved.target = flt(sd.target_qty) * month_percentage / 100
|
||||
else:
|
||||
sales_target_achieved.target = flt(sd.target_amount) * month_percentage / 100
|
||||
|
||||
sales_target_achieved.achieved = achieved_details.get(month, frappe._dict())\
|
||||
.get(filters["target_on"].lower())
|
||||
|
||||
return sales_person_achievement_dict
|
||||
|
||||
def get_item_groups():
|
||||
item_groups = frappe._dict()
|
||||
for d in frappe.get_all("Item Group", fields=["name", "lft", "rgt"]):
|
||||
item_groups.setdefault(d.name, frappe._dict({
|
||||
"lft": d.lft,
|
||||
"rgt": d.rgt
|
||||
}))
|
||||
return item_groups
|
||||
|
||||
def get_sales_persons():
|
||||
sales_persons = frappe._dict()
|
||||
for d in frappe.get_all("Sales Person", fields=["name", "lft", "rgt"]):
|
||||
sales_persons.setdefault(d.name, frappe._dict({
|
||||
"lft": d.lft,
|
||||
"rgt": d.rgt
|
||||
}))
|
||||
return sales_persons
|
||||
|
||||
@ -1,8 +1,16 @@
|
||||
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
// License: GNU General Public License v3. See license.txt
|
||||
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
/* eslint-disable */
|
||||
|
||||
frappe.query_reports["Territory Target Variance Item Group-Wise"] = {
|
||||
frappe.query_reports["Territory Target Variance Based On Item Group"] = {
|
||||
"filters": [
|
||||
{
|
||||
fieldname:"company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company")
|
||||
},
|
||||
{
|
||||
fieldname: "fiscal_year",
|
||||
label: __("Fiscal Year"),
|
||||
@ -10,6 +18,13 @@ frappe.query_reports["Territory Target Variance Item Group-Wise"] = {
|
||||
options: "Fiscal Year",
|
||||
default: frappe.sys_defaults.fiscal_year
|
||||
},
|
||||
{
|
||||
fieldname: "doctype",
|
||||
label: __("Document Type"),
|
||||
fieldtype: "Select",
|
||||
options: "Sales Order\nDelivery Note\nSales Invoice",
|
||||
default: "Sales Order"
|
||||
},
|
||||
{
|
||||
fieldname: "period",
|
||||
label: __("Period"),
|
||||
@ -1,19 +1,21 @@
|
||||
{
|
||||
"add_total_row": 0,
|
||||
"apply_user_permissions": 1,
|
||||
"creation": "2013-06-21 12:15:00",
|
||||
"creation": "2019-03-25 22:20:59.033199",
|
||||
"disable_prepared_report": 0,
|
||||
"disabled": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Report",
|
||||
"idx": 3,
|
||||
"idx": 0,
|
||||
"is_standard": "Yes",
|
||||
"modified": "2017-02-24 20:13:29.705321",
|
||||
"letter_head": "Gadgets International",
|
||||
"modified": "2019-03-25 22:20:59.033199",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Territory Target Variance Item Group-Wise",
|
||||
"name": "Territory Target Variance Based On Item Group",
|
||||
"owner": "Administrator",
|
||||
"prepared_report": 0,
|
||||
"ref_doctype": "Sales Order",
|
||||
"report_name": "Territory Target Variance Item Group-Wise",
|
||||
"report_name": "Territory Target Variance Based On Item Group",
|
||||
"report_type": "Script Report",
|
||||
"roles": [
|
||||
{
|
||||
@ -0,0 +1,11 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from erpnext.selling.report.sales_partner_target_variance_based_on_item_group.item_group_wise_sales_target_variance import get_data_column
|
||||
|
||||
def execute(filters=None):
|
||||
data = []
|
||||
|
||||
return get_data_column(filters, "Territory")
|
||||
@ -1,157 +0,0 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _, msgprint
|
||||
from frappe.utils import flt
|
||||
from erpnext.accounts.utils import get_fiscal_year
|
||||
from erpnext.controllers.trends import get_period_date_ranges, get_period_month_ranges
|
||||
|
||||
def execute(filters=None):
|
||||
if not filters: filters = {}
|
||||
|
||||
columns = get_columns(filters)
|
||||
period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
|
||||
territory_item_group_dict = get_territory_item_month_map(filters)
|
||||
|
||||
data = []
|
||||
for territory, territory_items in territory_item_group_dict.items():
|
||||
for item_group, monthwise_data in territory_items.items():
|
||||
row = [territory, item_group]
|
||||
totals = [0, 0, 0]
|
||||
for relevant_months in period_month_ranges:
|
||||
period_data = [0, 0, 0]
|
||||
for month in relevant_months:
|
||||
month_data = monthwise_data.get(month, {})
|
||||
for i, fieldname in enumerate(["target", "achieved", "variance"]):
|
||||
value = flt(month_data.get(fieldname))
|
||||
period_data[i] += value
|
||||
totals[i] += value
|
||||
period_data[2] = period_data[0] - period_data[1]
|
||||
row += period_data
|
||||
totals[2] = totals[0] - totals[1]
|
||||
row += totals
|
||||
data.append(row)
|
||||
|
||||
return columns, sorted(data, key=lambda x: (x[0], x[1]))
|
||||
|
||||
def get_columns(filters):
|
||||
for fieldname in ["fiscal_year", "period", "target_on"]:
|
||||
if not filters.get(fieldname):
|
||||
label = (" ".join(fieldname.split("_"))).title()
|
||||
msgprint(_("Please specify") + ": " + label, raise_exception=True)
|
||||
|
||||
columns = [_("Territory") + ":Link/Territory:120", _("Item Group") + ":Link/Item Group:120"]
|
||||
|
||||
group_months = False if filters["period"] == "Monthly" else True
|
||||
|
||||
for from_date, to_date in get_period_date_ranges(filters["period"], filters["fiscal_year"]):
|
||||
for label in [_("Target") +" (%s)", _("Achieved") + " (%s)", _("Variance") + " (%s)"]:
|
||||
if group_months:
|
||||
label = label % (_(from_date.strftime("%b")) + " - " + _(to_date.strftime("%b")))
|
||||
else:
|
||||
label = label % _(from_date.strftime("%b"))
|
||||
columns.append(label+":Float:120")
|
||||
|
||||
return columns + [_("Total Target") + ":Float:120", _("Total Achieved") + ":Float:120",
|
||||
_("Total Variance") + ":Float:120"]
|
||||
|
||||
#Get territory & item group details
|
||||
def get_territory_details(filters):
|
||||
return frappe.db.sql("""
|
||||
select
|
||||
t.name, td.item_group, td.target_qty, td.target_amount, t.distribution_id
|
||||
from
|
||||
`tabTerritory` t, `tabTarget Detail` td
|
||||
where
|
||||
td.parent=t.name and td.fiscal_year=%s order by t.name
|
||||
""", (filters["fiscal_year"]), as_dict=1)
|
||||
|
||||
#Get target distribution details of item group
|
||||
def get_target_distribution_details(filters):
|
||||
target_details = {}
|
||||
|
||||
for d in frappe.db.sql("""
|
||||
select
|
||||
md.name, mdp.month, mdp.percentage_allocation
|
||||
from
|
||||
`tabMonthly Distribution Percentage` mdp, `tabMonthly Distribution` md
|
||||
where
|
||||
mdp.parent=md.name and md.fiscal_year=%s
|
||||
""", (filters["fiscal_year"]), as_dict=1):
|
||||
target_details.setdefault(d.name, {}).setdefault(d.month, flt(d.percentage_allocation))
|
||||
|
||||
return target_details
|
||||
|
||||
#Get achieved details from sales order
|
||||
def get_achieved_details(filters, territory, item_groups):
|
||||
start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
|
||||
|
||||
lft, rgt = frappe.db.get_value("Territory", territory, ["lft", "rgt"])
|
||||
|
||||
item_details = frappe.db.sql("""
|
||||
select
|
||||
soi.item_code, sum(soi.stock_qty) as qty, sum(soi.base_net_amount) as amount,
|
||||
MONTHNAME(so.transaction_date) as month_name
|
||||
from
|
||||
`tabSales Order Item` soi, `tabSales Order` so
|
||||
where
|
||||
soi.parent=so.name and so.docstatus=1
|
||||
and so.transaction_date>=%s and so.transaction_date<=%s
|
||||
and exists(select name from `tabTerritory` where lft >=%s and rgt <= %s and name=so.territory)
|
||||
group by
|
||||
month_name, item_code
|
||||
""", (start_date, end_date, lft, rgt), as_dict=1)
|
||||
|
||||
item_actual_details = {}
|
||||
for d in item_details:
|
||||
item_group = item_groups[d.item_code]
|
||||
item_actual_details.setdefault(item_group, frappe._dict())\
|
||||
.setdefault(d.month_name, frappe._dict({
|
||||
"quantity": 0,
|
||||
"amount": 0
|
||||
}))
|
||||
|
||||
value_dict = item_actual_details[item_group][d.month_name]
|
||||
value_dict.quantity += flt(d.qty)
|
||||
value_dict.amount += flt(d.amount)
|
||||
|
||||
return item_actual_details
|
||||
|
||||
def get_territory_item_month_map(filters):
|
||||
import datetime
|
||||
territory_details = get_territory_details(filters)
|
||||
tdd = get_target_distribution_details(filters)
|
||||
item_groups = get_item_groups()
|
||||
|
||||
territory_item_group_dict = {}
|
||||
|
||||
for td in territory_details:
|
||||
achieved_details = get_achieved_details(filters, td.name, item_groups)
|
||||
|
||||
for month_id in range(1, 13):
|
||||
month = datetime.date(2013, month_id, 1).strftime('%B')
|
||||
|
||||
territory_item_group_dict.setdefault(td.name, {}).setdefault(td.item_group, {})\
|
||||
.setdefault(month, frappe._dict({
|
||||
"target": 0.0, "achieved": 0.0
|
||||
}))
|
||||
|
||||
target_achieved = territory_item_group_dict[td.name][td.item_group][month]
|
||||
month_percentage = tdd.get(td.distribution_id, {}).get(month, 0) \
|
||||
if td.distribution_id else 100.0/12
|
||||
|
||||
|
||||
if (filters["target_on"] == "Quantity"):
|
||||
target_achieved.target = flt(td.target_qty) * month_percentage / 100
|
||||
else:
|
||||
target_achieved.target = flt(td.target_amount) * month_percentage / 100
|
||||
|
||||
target_achieved.achieved = achieved_details.get(td.item_group, {}).get(month, {})\
|
||||
.get(filters["target_on"].lower())
|
||||
|
||||
return territory_item_group_dict
|
||||
|
||||
def get_item_groups():
|
||||
return dict(frappe.get_all("Item", fields=["name", "item_group"], as_list=1))
|
||||
@ -13,5 +13,16 @@ frappe.ui.form.on('Sales Partner', {
|
||||
unhide_field(['address_html', 'contact_html', 'address_contacts']);
|
||||
frappe.contacts.render_address_and_contact(frm);
|
||||
}
|
||||
},
|
||||
|
||||
setup: function(frm) {
|
||||
frm.fields_dict["targets"].grid.get_field("distribution_id").get_query = function(doc, cdt, cdn){
|
||||
var row = locals[cdt][cdn];
|
||||
return {
|
||||
filters: {
|
||||
'fiscal_year': row.fiscal_year
|
||||
}
|
||||
}
|
||||
};
|
||||
}
|
||||
});
|
||||
|
||||
@ -1,5 +1,6 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_events_in_timeline": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 1,
|
||||
"allow_rename": 1,
|
||||
@ -21,6 +22,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "partner_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -45,7 +47,7 @@
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
"unique": 1
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
@ -54,6 +56,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "partner_type",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -89,6 +92,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "territory",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -121,6 +125,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break0",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -153,6 +158,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "commission_rate",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
@ -186,6 +192,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "address_contacts",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -218,6 +225,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"depends_on": "eval:doc.__islocal",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "address_desc",
|
||||
"fieldtype": "HTML",
|
||||
"hidden": 0,
|
||||
@ -249,6 +257,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "address_html",
|
||||
"fieldtype": "HTML",
|
||||
"hidden": 0,
|
||||
@ -280,6 +289,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break1",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -311,6 +321,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"depends_on": "eval:doc.__islocal",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "contact_desc",
|
||||
"fieldtype": "HTML",
|
||||
"hidden": 0,
|
||||
@ -342,6 +353,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "contact_html",
|
||||
"fieldtype": "HTML",
|
||||
"hidden": 0,
|
||||
@ -373,6 +385,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "partner_target_details_section_break",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -405,6 +418,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "targets",
|
||||
"fieldtype": "Table",
|
||||
"hidden": 0,
|
||||
@ -439,41 +453,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "Select Monthly Distribution to unevenly distribute targets across months.",
|
||||
"fieldname": "distribution_id",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Target Distribution",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "distribution_id",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Monthly Distribution",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "website",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -505,6 +485,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "show_in_website",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
@ -537,6 +518,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"depends_on": "show_in_website",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "section_break_17",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -567,6 +549,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "route",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -599,6 +582,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "column_break_20",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -629,6 +613,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "logo",
|
||||
"fieldtype": "Attach",
|
||||
"hidden": 0,
|
||||
@ -661,6 +646,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "partner_website",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -693,6 +679,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"depends_on": "show_in_website",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "section_break_22",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -723,6 +710,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "introduction",
|
||||
"fieldtype": "Text",
|
||||
"hidden": 0,
|
||||
@ -754,6 +742,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "description",
|
||||
"fieldtype": "Text Editor",
|
||||
"hidden": 0,
|
||||
@ -790,7 +779,7 @@
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2018-06-11 13:47:04.182339",
|
||||
"modified": "2019-03-21 16:26:45.447265",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Sales Partner",
|
||||
@ -860,5 +849,6 @@
|
||||
"show_name_in_global_search": 1,
|
||||
"sort_order": "ASC",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0
|
||||
"track_seen": 0,
|
||||
"track_views": 0
|
||||
}
|
||||
@ -8,6 +8,17 @@ frappe.ui.form.on('Sales Person', {
|
||||
frm.dashboard.add_indicator(__('Total Contribution Amount: {0}',
|
||||
[format_currency(info.allocated_amount, info.currency)]), 'blue');
|
||||
}
|
||||
},
|
||||
|
||||
setup: function(frm) {
|
||||
frm.fields_dict["targets"].grid.get_field("distribution_id").get_query = function(doc, cdt, cdn){
|
||||
var row = locals[cdt][cdn];
|
||||
return {
|
||||
filters: {
|
||||
'fiscal_year': row.fiscal_year
|
||||
}
|
||||
}
|
||||
};
|
||||
}
|
||||
});
|
||||
|
||||
|
||||
@ -22,6 +22,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "name_and_employee_id",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -54,6 +55,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "sales_person_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -88,6 +90,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "Select company name first.",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "parent_sales_person",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -122,6 +125,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "commission_rate",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
@ -154,6 +158,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "is_group",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
@ -189,6 +194,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"default": "1",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "enabled",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
@ -221,6 +227,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "cb0",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
@ -251,6 +258,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "employee",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -284,6 +292,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_from": "employee.department",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "department",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -317,6 +326,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "lft",
|
||||
"fieldtype": "Int",
|
||||
"hidden": 1,
|
||||
@ -350,6 +360,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "rgt",
|
||||
"fieldtype": "Int",
|
||||
"hidden": 1,
|
||||
@ -383,6 +394,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "old_parent",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 1,
|
||||
@ -417,6 +429,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "Set targets Item Group-wise for this Sales Person.",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "target_details_section_break",
|
||||
"fieldtype": "Section Break",
|
||||
"hidden": 0,
|
||||
@ -450,6 +463,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "targets",
|
||||
"fieldtype": "Table",
|
||||
"hidden": 0,
|
||||
@ -476,41 +490,6 @@
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "Select Monthly Distribution to unevenly distribute targets across months.",
|
||||
"fieldname": "distribution_id",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Target Distribution",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "distribution_id",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Monthly Distribution",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
@ -524,7 +503,7 @@
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2019-01-30 11:28:16.966735",
|
||||
"modified": "2019-03-21 16:26:01.706129",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Sales Person",
|
||||
|
||||
@ -19,6 +19,7 @@
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "item_group",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -53,6 +54,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "fiscal_year",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
@ -87,6 +89,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "target_qty",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
@ -120,6 +123,7 @@
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "target_amount",
|
||||
"fieldtype": "Float",
|
||||
"hidden": 0,
|
||||
@ -145,6 +149,40 @@
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "distribution_id",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Target Distribution",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Monthly Distribution",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
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"report_hide": 0,
|
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"reqd": 1,
|
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"search_index": 0,
|
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"set_only_once": 0,
|
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"translatable": 0,
|
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"unique": 0
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
@ -157,7 +195,7 @@
|
||||
"issingle": 0,
|
||||
"istable": 1,
|
||||
"max_attachments": 0,
|
||||
"modified": "2019-01-07 16:56:48.179709",
|
||||
"modified": "2019-03-20 16:59:03.578274",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Target Detail",
|
||||
|
||||
@ -1,6 +1,18 @@
|
||||
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
// License: GNU General Public License v3. See license.txt
|
||||
|
||||
frappe.ui.form.on("Territory", {
|
||||
setup: function(frm) {
|
||||
frm.fields_dict["targets"].grid.get_field("distribution_id").get_query = function(doc, cdt, cdn){
|
||||
var row = locals[cdt][cdn];
|
||||
return {
|
||||
filters: {
|
||||
'fiscal_year': row.fiscal_year
|
||||
}
|
||||
}
|
||||
};
|
||||
}
|
||||
});
|
||||
|
||||
cur_frm.cscript.refresh = function(doc, cdt, cdn) {
|
||||
cur_frm.cscript.set_root_readonly(doc);
|
||||
|
||||
@ -1,511 +1,487 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 1,
|
||||
"allow_rename": 1,
|
||||
"autoname": "field:territory_name",
|
||||
"beta": 0,
|
||||
"creation": "2013-01-10 16:34:24",
|
||||
"custom": 0,
|
||||
"description": "Classification of Customers by region",
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"editable_grid": 0,
|
||||
"allow_copy": 0,
|
||||
"allow_events_in_timeline": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 1,
|
||||
"allow_rename": 1,
|
||||
"autoname": "field:territory_name",
|
||||
"beta": 0,
|
||||
"creation": "2013-01-10 16:34:24",
|
||||
"custom": 0,
|
||||
"description": "Classification of Customers by region",
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"editable_grid": 0,
|
||||
"fields": [
|
||||
{
|
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
|
||||
"columns": 0,
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||||
"fieldname": "territory_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
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"in_global_search": 0,
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"in_list_view": 1,
|
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"in_standard_filter": 0,
|
||||
"label": "Territory Name",
|
||||
"length": 0,
|
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"no_copy": 1,
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"oldfieldname": "territory_name",
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"oldfieldtype": "Data",
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"permlevel": 0,
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"report_hide": 0,
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"reqd": 1,
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"set_only_once": 0,
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"allow_bulk_edit": 0,
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"bold": 0,
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"collapsible": 0,
|
||||
"columns": 0,
|
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"fetch_if_empty": 0,
|
||||
"fieldname": "territory_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
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|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Territory Name",
|
||||
"length": 0,
|
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"no_copy": 1,
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"oldfieldname": "territory_name",
|
||||
"oldfieldtype": "Data",
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"permlevel": 0,
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||||
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"read_only": 0,
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||||
"remember_last_selected_value": 0,
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"report_hide": 0,
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||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 1
|
||||
},
|
||||
},
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||||
{
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||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 1,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "",
|
||||
"fieldname": "parent_territory",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 1,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
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"in_list_view": 1,
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||||
"in_standard_filter": 0,
|
||||
"label": "Parent Territory",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "parent_territory",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Territory",
|
||||
"permlevel": 0,
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||||
"print_hide": 0,
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||||
"bold": 1,
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||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "parent_territory",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 1,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Parent Territory",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "parent_territory",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Territory",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
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|
||||
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|
||||
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|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 1,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "",
|
||||
"fieldname": "is_group",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Is Group",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "is_group",
|
||||
"oldfieldtype": "Select",
|
||||
"options": "",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
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|
||||
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||||
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|
||||
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||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
"description": "",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "is_group",
|
||||
"fieldtype": "Check",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
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|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Is Group",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "is_group",
|
||||
"oldfieldtype": "Select",
|
||||
"options": "",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
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||||
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|
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|
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|
||||
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|
||||
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|
||||
},
|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "cb0",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
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|
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|
||||
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|
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|
||||
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|
||||
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|
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||||
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|
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|
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||||
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|
||||
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|
||||
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|
||||
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|
||||
"fieldname": "cb0",
|
||||
"fieldtype": "Column Break",
|
||||
"hidden": 0,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "For reference",
|
||||
"fieldname": "territory_manager",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Territory Manager",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "territory_manager",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Sales Person",
|
||||
"permlevel": 0,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "For reference",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "territory_manager",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Territory Manager",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"oldfieldname": "territory_manager",
|
||||
"oldfieldtype": "Link",
|
||||
"options": "Sales Person",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 1,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "lft",
|
||||
"fieldtype": "Int",
|
||||
"hidden": 1,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "lft",
|
||||
"length": 0,
|
||||
"no_copy": 1,
|
||||
"oldfieldname": "lft",
|
||||
"oldfieldtype": "Int",
|
||||
"permlevel": 0,
|
||||
"print_hide": 1,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 1,
|
||||
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"columns": 0,
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"description": "",
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"fieldname": "old_parent",
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"fieldtype": "Link",
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"length": 0,
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},
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},
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|
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|
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|
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|
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"description": "Set Item Group-wise budgets on this Territory. You can also include seasonality by setting the Distribution.",
|
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"fieldname": "target_details_section_break",
|
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"fieldtype": "Section Break",
|
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"bold": 0,
|
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|
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"columns": 0,
|
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"description": "Set Item Group-wise budgets on this Territory. You can also include seasonality by setting the Distribution.",
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "target_details_section_break",
|
||||
"fieldtype": "Section Break",
|
||||
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|
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},
|
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},
|
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{
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|
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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{
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|
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|
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|
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|
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"description": "Select Monthly Distribution to unevenly distribute targets across months.",
|
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"fieldname": "distribution_id",
|
||||
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|
||||
"hidden": 0,
|
||||
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|
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|
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|
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|
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|
||||
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|
||||
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|
||||
"options": "Monthly Distribution",
|
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|
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|
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}
|
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],
|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
"max_attachments": 0,
|
||||
"modified": "2018-08-29 06:26:38.918259",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Territory",
|
||||
"name_case": "Title Case",
|
||||
"owner": "Administrator",
|
||||
],
|
||||
"has_web_view": 0,
|
||||
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|
||||
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|
||||
"icon": "fa fa-map-marker",
|
||||
"idx": 1,
|
||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
"max_attachments": 0,
|
||||
"modified": "2019-03-21 16:26:58.581431",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Territory",
|
||||
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|
||||
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|
||||
"permissions": [
|
||||
{
|
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{
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},
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{
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|
||||
"role": "Stock User",
|
||||
"set_user_permissions": 0,
|
||||
"share": 0,
|
||||
"submit": 0,
|
||||
"write": 0
|
||||
},
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 0,
|
||||
"delete": 0,
|
||||
"email": 0,
|
||||
"export": 0,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 0,
|
||||
"read": 1,
|
||||
"report": 0,
|
||||
"role": "Maintenance User",
|
||||
"set_user_permissions": 0,
|
||||
"share": 0,
|
||||
"submit": 0,
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 0,
|
||||
"delete": 0,
|
||||
"email": 0,
|
||||
"export": 0,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 0,
|
||||
"read": 1,
|
||||
"report": 0,
|
||||
"role": "Maintenance User",
|
||||
"set_user_permissions": 0,
|
||||
"share": 0,
|
||||
"submit": 0,
|
||||
"write": 0
|
||||
}
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"search_fields": "parent_territory,territory_manager",
|
||||
"show_name_in_global_search": 1,
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0,
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"search_fields": "parent_territory,territory_manager",
|
||||
"show_name_in_global_search": 1,
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0,
|
||||
"track_views": 0
|
||||
}
|
||||
Loading…
x
Reference in New Issue
Block a user