From 4ddc2618e8611f39665cddb49a6d93e646a80317 Mon Sep 17 00:00:00 2001 From: Akhilesh Darjee Date: Tue, 18 Jun 2013 18:46:02 +0530 Subject: [PATCH] [Report] Completed Sales Person Target Variance (Item-Group wise) --- accounts/page/accounts_home/accounts_home.js | 5 + .../report/budget_variance_report/__init__.py | 0 .../budget_variance_report.js | 25 +++ .../budget_variance_report.py | 184 ++++++++++++++++++ .../budget_variance_report.txt | 21 ++ selling/page/selling_home/selling_home.js | 5 + .../__init__.py | 0 ...erson_target_variance_(item_group_wise).js | 25 +++ ...erson_target_variance_(item_group_wise).py | 184 ++++++++++++++++++ ...rson_target_variance_(item_group_wise).txt | 21 ++ ...itory_target_variance_(item_group_wise).py | 26 ++- 11 files changed, 482 insertions(+), 14 deletions(-) create mode 100644 accounts/report/budget_variance_report/__init__.py create mode 100644 accounts/report/budget_variance_report/budget_variance_report.js create mode 100644 accounts/report/budget_variance_report/budget_variance_report.py create mode 100644 accounts/report/budget_variance_report/budget_variance_report.txt create mode 100644 selling/report/sales_person_target_variance_(item_group_wise)/__init__.py create mode 100644 selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).js create mode 100644 selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).py create mode 100644 selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).txt diff --git a/accounts/page/accounts_home/accounts_home.js b/accounts/page/accounts_home/accounts_home.js index b920bfdbab..b4846746a4 100644 --- a/accounts/page/accounts_home/accounts_home.js +++ b/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" + }, ] } ] diff --git a/accounts/report/budget_variance_report/__init__.py b/accounts/report/budget_variance_report/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/accounts/report/budget_variance_report/budget_variance_report.js b/accounts/report/budget_variance_report/budget_variance_report.js new file mode 100644 index 0000000000..a0516050ce --- /dev/null +++ b/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 + }, + ] +} \ No newline at end of file diff --git a/accounts/report/budget_variance_report/budget_variance_report.py b/accounts/report/budget_variance_report/budget_variance_report.py new file mode 100644 index 0000000000..ac38d9f34d --- /dev/null +++ b/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 . + +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)) \ No newline at end of file diff --git a/accounts/report/budget_variance_report/budget_variance_report.txt b/accounts/report/budget_variance_report/budget_variance_report.txt new file mode 100644 index 0000000000..b89cb4545f --- /dev/null +++ b/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" + } +] \ No newline at end of file diff --git a/selling/page/selling_home/selling_home.js b/selling/page/selling_home/selling_home.js index e3663c93e4..0792f0a8e6 100644 --- a/selling/page/selling_home/selling_home.js +++ b/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", diff --git a/selling/report/sales_person_target_variance_(item_group_wise)/__init__.py b/selling/report/sales_person_target_variance_(item_group_wise)/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).js b/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).js new file mode 100644 index 0000000000..09f0d55aed --- /dev/null +++ b/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" + }, + ] +} \ No newline at end of file diff --git a/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).py b/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).py new file mode 100644 index 0000000000..3163829131 --- /dev/null +++ b/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 . + +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)) \ No newline at end of file diff --git a/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).txt b/selling/report/sales_person_target_variance_(item_group_wise)/sales_person_target_variance_(item_group_wise).txt new file mode 100644 index 0000000000..955cdec477 --- /dev/null +++ b/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)" + } +] \ No newline at end of file diff --git a/selling/report/territory_target_variance_(item_group_wise)/territory_target_variance_(item_group_wise).py b/selling/report/territory_target_variance_(item_group_wise)/territory_target_variance_(item_group_wise).py index 844d4f3e05..fe5e628c65 100644 --- a/selling/report/territory_target_variance_(item_group_wise)/territory_target_variance_(item_group_wise).py +++ b/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,