[Report] Completed Sales Person Target Variance (Item-Group wise)

accounts/page/accounts_home/accounts_home.js

@@ -252,6 +252,11 @@ wn.module_page["Accounts"] = [
 				route: "query-report/Item-wise Purchase Register",
 				doctype: "Purchase Invoice"
 			},
+			{
+				"label":wn._("Budget Variance Report"),
+				route: "query-report/Budget Variance Report",
+				doctype: "Cost Center"
+			},
 		]
 	}
 ]

accounts/report/budget_variance_report/budget_variance_report.js

@@ -0,0 +1,25 @@
+wn.query_reports["Budget Variance Report"] = {
+	"filters": [
+		{
+			fieldname: "fiscal_year",
+			label: "Fiscal Year",
+			fieldtype: "Link",
+			options: "Fiscal Year",
+			default: sys_defaults.fiscal_year
+		},
+		{
+			fieldname: "period",
+			label: "Period",
+			fieldtype: "Select",
+			options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
+			default: "Monthly"
+		},
+		{
+			fieldname: "company",
+			label: "Company",
+			fieldtype: "Link",
+			options: "Company",
+			default: sys_defaults.company
+		},
+	]
+}

accounts/report/budget_variance_report/budget_variance_report.py

@@ -0,0 +1,184 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+import webnotes
+import calendar
+from webnotes import _, msgprint
+from webnotes.utils import flt
+import time
+
+def execute(filters=None):
+	if not filters: filters = {}
+	
+	columns = get_columns(filters)
+	period_month_ranges = get_period_month_ranges(filters)
+	# tim_map = get_territory_item_month_map(filters)
+
+	data = []
+
+	# for territory, territory_items in tim_map.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", "company"]:
+		if not filters.get(fieldname):
+			label = (" ".join(fieldname.split("_"))).title()
+			msgprint(_("Please specify") + ": " + label,
+				raise_exception=True)
+
+	columns = ["Cost Center:Link/Cost Center:80"]
+
+	group_months = False if filters["period"] == "Monthly" else True
+
+	for from_date, to_date in get_period_date_ranges(filters):
+		for label in ["Target (%s)", "Actual (%s)", "Variance (%s)"]:
+			if group_months:
+				columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))				
+			else:
+				columns.append(label % from_date.strftime("%b"))
+
+	return columns + ["Total Target::80", "Total Actual::80", "Total Variance::80"]
+
+def get_period_date_ranges(filters):
+	from dateutil.relativedelta import relativedelta
+
+	year_start_date, year_end_date = get_year_start_end_date(filters)
+
+	increment = {
+		"Monthly": 1,
+		"Quarterly": 3,
+		"Half-Yearly": 6,
+		"Yearly": 12
+	}.get(filters["period"])
+
+	period_date_ranges = []
+	for i in xrange(1, 13, increment): 
+		period_end_date = year_start_date + relativedelta(months=increment,
+			days=-1)
+		period_date_ranges.append([year_start_date, period_end_date])
+		year_start_date = period_end_date + relativedelta(days=1)
+
+	return period_date_ranges
+
+def get_period_month_ranges(filters):
+	from dateutil.relativedelta import relativedelta
+	period_month_ranges = []
+
+	for start_date, end_date in get_period_date_ranges(filters):
+		months_in_this_period = []
+		while start_date <= end_date:
+			months_in_this_period.append(start_date.strftime("%B"))
+			start_date += relativedelta(months=1)
+		period_month_ranges.append(months_in_this_period)
+
+	return period_month_ranges
+
+
+#Get cost center details
+def get_costcenter_details(filters):
+	return webnotes.conn.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 and 
+		ifnull(t.distribution_id, '')!='' order by t.name""" %
+		('%s'), (filters.get("fiscal_year")), as_dict=1)
+
+#Get target distribution details of item group
+def get_target_distribution_details(filters):
+	target_details = {}
+	abc = []
+	for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
+		from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
+		`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
+		bd.fiscal_year=%s  """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
+			target_details.setdefault(d.month, d)
+
+	return target_details
+
+#Get achieved details from sales order
+def get_achieved_details(filters):
+	start_date, end_date = get_year_start_end_date(filters)
+	achieved_details = {}
+
+	for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
+		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""" % ('%s', '%s'), \
+		(start_date, end_date), as_dict=1):
+			achieved_details.setdefault(d.month_name, d)
+
+	return achieved_details
+
+def get_territory_item_month_map(filters):
+	territory_details = get_territory_details(filters)
+	tdd = get_target_distribution_details(filters)
+	achieved_details = get_achieved_details(filters)
+
+	tim_map = {}
+
+	for td in territory_details:
+		for month in tdd:
+			tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
+			.setdefault(month, webnotes._dict({
+				"target": 0.0, "achieved": 0.0, "variance": 0.0
+			}))
+
+			tav_dict = tim_map[td.name][td.item_group][month]
+
+			for ad in achieved_details:
+				if (filters["target_on"] == "Quantity"):
+					tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
+					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
+						tav_dict.achieved += achieved_details[month]["qty"]
+
+				if (filters["target_on"] == "Amount"):
+					tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
+					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
+						tav_dict.achieved += achieved_details[month]["amount"]
+
+	return tim_map
+
+def get_year_start_end_date(filters):
+	return webnotes.conn.sql("""select year_start_date, 
+		subdate(adddate(year_start_date, interval 1 year), interval 1 day) 
+			as year_end_date
+		from `tabFiscal Year`
+		where name=%s""", filters["fiscal_year"])[0]
+
+def get_item_group(item_name):
+	"""Get Item Group of an item"""
+
+	return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
+		('%s'), (item_name))

accounts/report/budget_variance_report/budget_variance_report.txt

@@ -0,0 +1,21 @@
+[
+ {
+  "creation": "2013-06-18 12:56:36", 
+  "docstatus": 0, 
+  "modified": "2013-06-18 12:56:36", 
+  "modified_by": "Administrator", 
+  "owner": "Administrator"
+ }, 
+ {
+  "doctype": "Report", 
+  "is_standard": "Yes", 
+  "name": "__common__", 
+  "ref_doctype": "Cost Center", 
+  "report_name": "Budget Variance Report", 
+  "report_type": "Script Report"
+ }, 
+ {
+  "doctype": "Report", 
+  "name": "Budget Variance Report"
+ }
+]

selling/page/selling_home/selling_home.js

@@ -170,6 +170,11 @@ wn.module_page["Selling"] = [
 				route: "query-report/Territory Target Variance (Item Group-Wise)",
 				doctype: "Sales Order"
 			},
+			{
+				"label":wn._("Sales Person Target Variance (Item Group-Wise)"),
+				route: "query-report/Sales Person Target Variance (Item Group-Wise)",
+				doctype: "Sales Order"
+			},
 			{
 				"label":wn._("Customers Not Buying Since Long Time"),
 				route: "query-report/Customers Not Buying Since Long Time",

selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).js

@@ -0,0 +1,25 @@
+wn.query_reports["Sales Person Target Variance (Item Group-Wise)"] = {
+	"filters": [
+		{
+			fieldname: "fiscal_year",
+			label: "Fiscal Year",
+			fieldtype: "Link",
+			options: "Fiscal Year",
+			default: sys_defaults.fiscal_year
+		},
+		{
+			fieldname: "period",
+			label: "Period",
+			fieldtype: "Select",
+			options: "Monthly\nQuarterly\nHalf-Yearly\nYearly",
+			default: "Monthly"
+		},
+		{
+			fieldname: "target_on",
+			label: "Target On",
+			fieldtype: "Select",
+			options: "Quantity\nAmount",
+			default: "Quantity"
+		},
+	]
+}

selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).py

@@ -0,0 +1,184 @@
+# ERPNext - web based ERP (http://erpnext.com)
+# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
+# 
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU General Public License as published by
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+# 
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU General Public License for more details.
+# 
+# You should have received a copy of the GNU General Public License
+# along with this program.  If not, see <http://www.gnu.org/licenses/>.
+
+from __future__ import unicode_literals
+import webnotes
+import calendar
+from webnotes import _, msgprint
+from webnotes.utils import flt
+import time
+
+def execute(filters=None):
+	if not filters: filters = {}
+	
+	columns = get_columns(filters)
+	period_month_ranges = get_period_month_ranges(filters)
+	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:80", "Item Group:Link/Item Group:80"]
+
+	group_months = False if filters["period"] == "Monthly" else True
+
+	for from_date, to_date in get_period_date_ranges(filters):
+		for label in ["Target (%s)", "Achieved (%s)", "Variance (%s)"]:
+			if group_months:
+				columns.append(label % (from_date.strftime("%b") + " - " + to_date.strftime("%b")))				
+			else:
+				columns.append(label % from_date.strftime("%b"))
+
+	return columns + ["Total Target::80", "Total Achieved::80", "Total Variance::80"]
+
+def get_period_date_ranges(filters):
+	from dateutil.relativedelta import relativedelta
+
+	year_start_date, year_end_date = get_year_start_end_date(filters)
+
+	increment = {
+		"Monthly": 1,
+		"Quarterly": 3,
+		"Half-Yearly": 6,
+		"Yearly": 12
+	}.get(filters["period"])
+
+	period_date_ranges = []
+	for i in xrange(1, 13, increment): 
+		period_end_date = year_start_date + relativedelta(months=increment,
+			days=-1)
+		period_date_ranges.append([year_start_date, period_end_date])
+		year_start_date = period_end_date + relativedelta(days=1)
+
+	return period_date_ranges
+
+def get_period_month_ranges(filters):
+	from dateutil.relativedelta import relativedelta
+	period_month_ranges = []
+
+	for start_date, end_date in get_period_date_ranges(filters):
+		months_in_this_period = []
+		while start_date <= end_date:
+			months_in_this_period.append(start_date.strftime("%B"))
+			start_date += relativedelta(months=1)
+		period_month_ranges.append(months_in_this_period)
+
+	return period_month_ranges
+
+
+#Get sales person & item group details
+def get_salesperson_details(filters):
+	return webnotes.conn.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 and 
+		ifnull(sp.distribution_id, '')!='' order by sp.name""" %
+		('%s'), (filters.get("fiscal_year")), as_dict=1)
+
+#Get target distribution details of item group
+def get_target_distribution_details(filters):
+	target_details = {}
+	abc = []
+	for d in webnotes.conn.sql("""select bdd.month, bdd.percentage_allocation \
+		from `tabBudget Distribution Detail` bdd, `tabBudget Distribution` bd, \
+		`tabTerritory` t where bdd.parent=bd.name and t.distribution_id=bd.name and \
+		bd.fiscal_year=%s  """ % ('%s'), (filters.get("fiscal_year")), as_dict=1):
+			target_details.setdefault(d.month, d)
+
+	return target_details
+
+#Get achieved details from sales order
+def get_achieved_details(filters):
+	start_date, end_date = get_year_start_end_date(filters)
+	achieved_details = {}
+
+	for d in webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date, \
+		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""" % ('%s', '%s'), \
+		(start_date, end_date), as_dict=1):
+			achieved_details.setdefault(d.month_name, d)
+
+	return achieved_details
+
+def get_salesperson_item_month_map(filters):
+	salesperson_details = get_salesperson_details(filters)
+	tdd = get_target_distribution_details(filters)
+	achieved_details = get_achieved_details(filters)
+
+	sim_map = {}
+
+	for sd in salesperson_details:
+		for month in tdd:
+			sim_map.setdefault(sd.name, {}).setdefault(sd.item_group, {})\
+			.setdefault(month, webnotes._dict({
+				"target": 0.0, "achieved": 0.0, "variance": 0.0
+			}))
+
+			tav_dict = sim_map[sd.name][sd.item_group][month]
+
+			for ad in achieved_details:
+				if (filters["target_on"] == "Quantity"):
+					tav_dict.target = sd.target_qty*(tdd[month]["percentage_allocation"]/100)
+					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
+						tav_dict.achieved += achieved_details[month]["qty"]
+
+				if (filters["target_on"] == "Amount"):
+					tav_dict.target = sd.target_amount*(tdd[month]["percentage_allocation"]/100)
+					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == sd.item_group:
+						tav_dict.achieved += achieved_details[month]["amount"]
+
+	return sim_map
+
+def get_year_start_end_date(filters):
+	return webnotes.conn.sql("""select year_start_date, 
+		subdate(adddate(year_start_date, interval 1 year), interval 1 day) 
+			as year_end_date
+		from `tabFiscal Year`
+		where name=%s""", filters["fiscal_year"])[0]
+
+def get_item_group(item_name):
+	"""Get Item Group of an item"""
+
+	return webnotes.conn.sql_list("select item_group from `tabItem` where name=%s""" %
+		('%s'), (item_name))

selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).txt

@@ -0,0 +1,21 @@
+[
+ {
+  "creation": "2013-06-18 12:09:40", 
+  "docstatus": 0, 
+  "modified": "2013-06-18 12:09:40", 
+  "modified_by": "Administrator", 
+  "owner": "Administrator"
+ }, 
+ {
+  "doctype": "Report", 
+  "is_standard": "Yes", 
+  "name": "__common__", 
+  "ref_doctype": "Sales Order", 
+  "report_name": "Sales Person Target Variance (Item Group-Wise)", 
+  "report_type": "Script Report"
+ }, 
+ {
+  "doctype": "Report", 
+  "name": "Sales Person Target Variance (Item Group-Wise)"
+ }
+]

selling/report/territory_target_variance_(item_group_wise)/territory_target_variance_(item_group_wise).py

@@ -18,18 +18,15 @@ from __future__ import unicode_literals
 import webnotes
 import calendar
 from webnotes import _, msgprint
-from webnotes.utils import cint, cstr, add_months, flt
+from webnotes.utils import flt
 import time
-import calendar
 
 def execute(filters=None):
 	if not filters: filters = {}
 	
 	columns = get_columns(filters)
 	period_month_ranges = get_period_month_ranges(filters)
-	
-	target_on = "Quantity" if (filters.get("target_on")=="Quantity") else "Amount"
-	tim_map = get_territory_item_month_map(filters, target_on)
+	tim_map = get_territory_item_month_map(filters)
 
 	data = []
 
@@ -110,8 +107,9 @@ def get_period_month_ranges(filters):
 
 #Get territory & item group details
 def get_territory_details(filters):
-	return webnotes.conn.sql("""select t.name, td.item_group, td.target_qty, td.target_amount, 
-		t.distribution_id from `tabTerritory` t, `tabTarget Detail` td 
+	return webnotes.conn.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 and 
 		ifnull(t.distribution_id, '')!='' order by t.name""" %
 		('%s'), (filters.get("fiscal_year")), as_dict=1)
@@ -143,34 +141,34 @@ def get_achieved_details(filters):
 
 	return achieved_details
 
-def get_territory_item_month_map(filters, target_on):
+def get_territory_item_month_map(filters):
 	territory_details = get_territory_details(filters)
 	tdd = get_target_distribution_details(filters)
 	achieved_details = get_achieved_details(filters)
 
-	ti_map = {}
+	tim_map = {}
 
 	for td in territory_details:
 		for month in tdd:
-			ti_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
+			tim_map.setdefault(td.name, {}).setdefault(td.item_group, {})\
 			.setdefault(month, webnotes._dict({
 				"target": 0.0, "achieved": 0.0, "variance": 0.0
 			}))
 
-			tav_dict = ti_map[td.name][td.item_group][month]
+			tav_dict = tim_map[td.name][td.item_group][month]
 
 			for ad in achieved_details:
-				if (target_on == "Quantity"):
+				if (filters["target_on"] == "Quantity"):
 					tav_dict.target = td.target_qty*(tdd[month]["percentage_allocation"]/100)
 					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
 						tav_dict.achieved += achieved_details[month]["qty"]
 
-				if (target_on == "Amount"):
+				if (filters["target_on"] == "Amount"):
 					tav_dict.target = td.target_amount*(tdd[month]["percentage_allocation"]/100)
 					if ad == month and ''.join(get_item_group(achieved_details[month]["item_code"])) == td.item_group:
 						tav_dict.achieved += achieved_details[month]["amount"]
 
-	return ti_map
+	return tim_map
 
 def get_year_start_end_date(filters):
 	return webnotes.conn.sql("""select year_start_date,