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Merge pull request #16332 from deepeshgarg007/email_digest

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feat: Links to report in email digest
This commit is contained in:
Nabin Hait 2019-01-22 14:30:46 +05:30 committed by GitHub
commit 5582cadae3
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GPG Key ID: 4AEE18F83AFDEB23
10 changed files with 11596 additions and 10976 deletions
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0
erpnext/accounts/report/account_balance/__init__.py Normal file
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64
erpnext/accounts/report/account_balance/account_balance.js Normal file
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@ -0,0 +1,64 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["Account Balance"] = {
"filters": [
{
fieldname:"company",
label: __("Company"),
fieldtype: "Link",
options: "Company",
default: frappe.defaults.get_user_default("Company")
},
{
fieldname:"report_date",
label: __("Date"),
fieldtype: "Date",
default: frappe.datetime.get_today(),
reqd: 1
},
{
fieldname: "root_type",
label: __("Root Type"),
fieldtype: "Select",
options: [
{ "value": "Asset", "label": __("Asset") },
{ "value": "Liability", "label": __("Liability") },
{ "value": "Income", "label": __("Income") },
{ "value": "Expense", "label": __("Expense") },
{ "value": "Equity", "label": __("Equity") }
],
},
{
fieldname: "account_type",
label: __("Account Type"),
fieldtype: "Select",
options: [
{ "value": "Accumulated Depreciation", "label": __("Accumulated Depreciation") },
{ "value": "Asset Received But Not Billed", "label": __("Asset Received But Not Billed") },
{ "value": "Bank", "label": __("Bank") },
{ "value": "Cash", "label": __("Cash") },
{ "value": "Chargeble", "label": __("Chargeble") },
{ "value": "Capital Work in Progress", "label": __("Capital Work in Progress") },
{ "value": "Cost of Goods Sold", "label": __("Cost of Goods Sold") },
{ "value": "Depreciation", "label": __("Depreciation") },
{ "value": "Equity", "label": __("Equity") },
{ "value": "Expense Account", "label": __("Expense Account") },
{ "value": "Expenses Included In Asset Valuation", "label": __("Expenses Included In Asset Valuation") },
{ "value": "Expenses Included In Valuation", "label": __("Expenses Included In Valuation") },
{ "value": "Fixed Asset", "label": __("Fixed Asset") },
{ "value": "Income Account", "label": __("Income Account") },
{ "value": "Payable", "label": __("Payable") },
{ "value": "Receivable", "label": __("Receivable") },
{ "value": "Round Off", "label": __("Round Off") },
{ "value": "Stock", "label": __("Stock") },
{ "value": "Stock Adjustment", "label": __("Stock Adjustment") },
{ "value": "Stock Received But Not Billed", "label": __("Stock Received But Not Billed") },
{ "value": "Tax", "label": __("Tax") },
{ "value": "Temporary", "label": __("Temporary") },
],
},
]
}

19
erpnext/accounts/report/account_balance/account_balance.json Normal file
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@ -0,0 +1,19 @@
{
"add_total_row": 0,
"creation": "2019-01-02 18:01:46.691685",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"modified": "2019-01-02 18:01:46.691685",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Account Balance",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Bank Account",
"report_name": "Account Balance",
"report_type": "Script Report",
"roles": []
}

73
erpnext/accounts/report/account_balance/account_balance.py Normal file
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@ -0,0 +1,73 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
from erpnext.accounts.utils import get_balance_on
def execute(filters=None):
filters = frappe._dict(filters or {})
columns = get_columns(filters)
data = get_data(filters)
return columns, data
def get_columns(filters):
columns = [
{
"label": _("Account"),
"fieldtype": "Link",
"fieldname": "account",
"options": "Account",
"width": 100
},
{
"label": _("Currency"),
"fieldtype": "Link",
"fieldname": "currency",
"options": "Currency",
"hidden": 1,
"width": 50
},
{
"label": _("Balance"),
"fieldtype": "Currency",
"fieldname": "balance",
"options": "currency",
"width": 100
}
]
return columns
def get_conditions(filters):
conditions = {}
if filters.account_type:
conditions["account_type"] = filters.account_type
return conditions
if filters.company:
conditions["company"] = filters.company
if filters.root_type:
conditions["root_type"] = filters.root_type
return conditions
def get_data(filters):
data = []
conditions = get_conditions(filters)
accounts = frappe.db.get_all("Account", fields=["name", "account_currency"],
filters=conditions)
for d in accounts:
balance = get_balance_on(d.name, date=filters.report_date)
row = {"account": d.name, "balance": balance, "currency": d.account_currency}
data.append(row)
return data

69
erpnext/accounts/report/account_balance/test_account_balance.py Normal file
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@ -0,0 +1,69 @@
from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import getdate
from erpnext.accounts.report.account_balance.account_balance import execute
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
class TestAccountBalance(unittest.TestCase):
def test_account_balance(self):
frappe.db.sql("delete from `tabSales Invoice` where company='_Test Company 2'")
frappe.db.sql("delete from `tabGL Entry` where company='_Test Company 2'")
filters = {
'company': '_Test Company 2',
'report_date': getdate(),
'root_type': 'Income',
}
make_sales_invoice()
report = execute(filters)
expected_data = [
{
"account": 'Sales - _TC2',
"currency": 'EUR',
"balance": -100.0,
},
{
"account": 'Income - _TC2',
"currency": 'EUR',
"balance": -100.0,
},
{
"account": 'Service - _TC2',
"currency": 'EUR',
"balance": 0.0,
},
{
"account": 'Direct Income - _TC2',
"currency": 'EUR',
"balance": -100.0,
},
{
"account": 'Indirect Income - _TC2',
"currency": 'EUR',
"balance": 0.0,
},
]
self.assertEqual(expected_data, report[1])
def make_sales_invoice():
frappe.set_user("Administrator")
create_sales_invoice(company="_Test Company 2",
customer = '_Test Customer 2',
currency = 'EUR',
warehouse = 'Finished Goods - _TC2',
debit_to = 'Debtors - _TC2',
income_account = 'Sales - _TC2',
expense_account = 'Cost of Goods Sold - _TC2',
cost_center = '_Test Company 2 - _TC2')

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erpnext/buying/doctype/purchase_order/purchase_order.json
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erpnext/selling/doctype/quotation/quotation.json
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erpnext/selling/doctype/sales_order/sales_order.json
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269
erpnext/setup/doctype/email_digest/email_digest.json
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@ -1,5 +1,7 @@
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"in_standard_filter": 0,
"label": "New Purchase Orders",
"length": 0,
"no_copy": 0,
@ -756,9 +865,12 @@
"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,
@ -769,8 +881,9 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"in_standard_filter": 0,
"label": "Sales Orders to Deliver",
"length": 0,
"no_copy": 0,
@ -784,9 +897,12 @@
"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,
@ -797,8 +913,9 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"in_standard_filter": 0,
"label": "Purchase Orders to Receive",
"length": 0,
"no_copy": 0,
@ -812,9 +929,76 @@
"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,
"fieldname": "sales_invoice",
"fieldtype": "Check",
"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": "New Sales Invoice",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"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,
"fieldname": "purchase_invoice",
"fieldtype": "Check",
"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": "New Purchase Invoice",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"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,
@ -825,6 +1009,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "",
@ -840,9 +1025,12 @@
"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,
@ -853,6 +1041,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "New Quotations",
@ -868,9 +1057,12 @@
"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,
@ -881,8 +1073,9 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"in_standard_filter": 0,
"label": "Open Quotations",
"length": 0,
"no_copy": 0,
@ -896,9 +1089,12 @@
"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,
@ -909,6 +1105,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Open Issues",
@ -924,9 +1121,12 @@
"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,
@ -937,6 +1137,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Open Projects",
@ -952,9 +1153,12 @@
"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,
@ -965,8 +1169,9 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"in_standard_filter": 0,
"label": "Purchase Orders Items Overdue",
"length": 0,
"no_copy": 0,
@ -980,9 +1185,12 @@
"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,
@ -993,6 +1201,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Other",
@ -1008,9 +1217,12 @@
"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,
@ -1021,6 +1233,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Tools",
@ -1036,9 +1249,12 @@
"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,
@ -1049,6 +1265,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Upcoming Calendar Events",
@ -1064,9 +1281,12 @@
"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,
@ -1077,6 +1297,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Open To Do",
@ -1092,9 +1313,12 @@
"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,
@ -1105,6 +1329,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Open Notifications",
@ -1120,9 +1345,12 @@
"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,
@ -1133,6 +1361,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": " ",
@ -1148,9 +1377,12 @@
"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,
@ -1161,6 +1393,7 @@
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Add Quote",
@ -1176,22 +1409,23 @@
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-envelope",
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2018-09-16 22:00:00.000000",
"modified": "2019-01-16 09:52:15.149908",
"modified_by": "Administrator",
"module": "Setup",
"name": "Email Digest",
@ -1199,7 +1433,6 @@
"permissions": [
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
@ -1207,7 +1440,6 @@
"export": 0,
"if_owner": 0,
"import": 0,
"is_custom": 0,
"permlevel": 0,
"print": 1,
"read": 1,
@ -1220,7 +1452,6 @@
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
@ -1228,7 +1459,6 @@
"export": 0,
"if_owner": 0,
"import": 0,
"is_custom": 0,
"permlevel": 1,
"print": 0,
"read": 1,
@ -1243,7 +1473,10 @@
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_seen": 0
"track_changes": 0,
"track_seen": 0,
"track_views": 0
}

226
erpnext/setup/doctype/email_digest/email_digest.py
View File

@ -5,7 +5,7 @@ from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import fmt_money, formatdate, format_time, now_datetime, \
get_url_to_form, get_url_to_list, flt, getdate
get_url_to_form, get_url_to_list, flt, get_link_to_report
from datetime import timedelta
from dateutil.relativedelta import relativedelta
from frappe.core.doctype.user.user import STANDARD_USERS
@ -239,7 +239,9 @@ class EmailDigest(Document):
for key in ("income", "expenses_booked", "income_year_to_date", "expense_year_to_date",
"bank_balance", "credit_balance", "invoiced_amount", "payables",
"sales_orders_to_bill", "purchase_orders_to_bill", "sales_order", "purchase_order",
"sales_orders_to_deliver", "purchase_orders_to_receive", "new_quotations", "pending_quotations"):
"sales_orders_to_deliver", "purchase_orders_to_receive", "sales_invoice", "purchase_invoice",
"new_quotations", "pending_quotations"):
if self.get(key):
cache_key = "email_digest:card:{0}:{1}:{2}:{3}".format(self.company, self.frequency, key, self.from_date)
card = cache.get(cache_key)
@ -288,8 +290,24 @@ class EmailDigest(Document):
"""Get income for given period"""
income, past_income, count = self.get_period_amounts(self.get_roots("income"),'income')
income_account = frappe.db.get_all('Account',
fields=["name"],
filters={
"root_type":"Income",
"parent_account":'',
"company": self.company
})
label = get_link_to_report("General Ledger",self.meta.get_label("income"),
filters={
"from_date": self.future_from_date,
"to_date": self.future_to_date,
"account": income_account[0].name,
"company": self.company
}
)
return {
"label": self.meta.get_label("income"),
"label": label,
"value": income,
"last_value": past_income,
"count": count
@ -312,8 +330,20 @@ class EmailDigest(Document):
balance += get_balance_on(account, date = self.future_to_date)
count += get_count_on(account, fieldname, date = self.future_to_date)
if fieldname == 'income':
filters = {
"currency": self.currency
}
label = get_link_to_report('Profit and Loss Statement', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
elif fieldname == 'expenses_booked':
filters = {
"currency": self.currency
}
label = get_link_to_report('Profit and Loss Statement', label=self.meta.get_label(root_type + "_year_to_date"), filters=filters)
return {
"label": self.meta.get_label(root_type + "_year_to_date"),
"label": label,
"value": balance,
"count": count
}
@ -335,8 +365,25 @@ class EmailDigest(Document):
def get_expenses_booked(self):
expenses, past_expenses, count = self.get_period_amounts(self.get_roots("expense"), 'expenses_booked')
expense_account = frappe.db.get_all('Account',
fields=["name"],
filters={
"root_type": "Expense",
"parent_account": '',
"company": self.company
}
)
label = get_link_to_report("General Ledger",self.meta.get_label("expenses_booked"),
filters={
"company":self.company,
"from_date":self.future_from_date,
"to_date":self.future_to_date,
"account": expense_account[0].name
}
)
return {
"label": self.meta.get_label("expenses_booked"),
"label": label,
"value": expenses,
"last_value": past_expenses,
"count": count
@ -361,8 +408,19 @@ class EmailDigest(Document):
where (transaction_date <= %(to_date)s) and billing_status != "Fully Billed"
and status not in ('Closed','Cancelled', 'Completed') """, {"to_date": self.future_to_date})[0]
label = get_link_to_report('Sales Order', label=self.meta.get_label("sales_orders_to_bill"),
report_type="Report Builder",
doctype="Sales Order",
filters = {
"status": [['!=', "Closed"], ['!=', "Cancelled"]],
"per_billed": [['<', 100]],
"transaction_date": [['<=', self.future_to_date]],
"company": self.company
}
)
return {
"label": self.meta.get_label("sales_orders_to_bill"),
"label": label,
"value": value,
"count": count
}
@ -370,13 +428,24 @@ class EmailDigest(Document):
def get_sales_orders_to_deliver(self):
"""Get value not delivered"""
value, count = frappe.db.sql("""select ifnull((sum(grand_total)) - (sum(grand_total*per_delivered/100)),0),
value, count = frappe.db.sql("""select ifnull((sum(grand_total)) - (sum(grand_total*per_delivered/100)),0),
count(*) from `tabSales Order`
where (transaction_date <= %(to_date)s) and delivery_status != "Fully Delivered"
and status not in ('Closed','Cancelled', 'Completed') """, {"to_date": self.future_to_date})[0]
label = get_link_to_report('Sales Order', label=self.meta.get_label("sales_orders_to_deliver"),
report_type="Report Builder",
doctype="Sales Order",
filters = {
"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
"delivery_status": [['!=', "Fully Delivered"]],
"transaction_date": [['<=', self.future_to_date]],
"company": self.company
}
)
return {
"label": self.meta.get_label("sales_orders_to_deliver"),
"label": label,
"value": value,
"count": count
}
@ -389,8 +458,19 @@ class EmailDigest(Document):
where (transaction_date <= %(to_date)s) and per_received < 100
and status not in ('Closed','Cancelled', 'Completed') """, {"to_date": self.future_to_date})[0]
label = get_link_to_report('Purchase Order', label=self.meta.get_label("purchase_orders_to_receive"),
report_type="Report Builder",
doctype="Purchase Order",
filters = {
"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
"per_received": [['<', 100]],
"transaction_date": [['<=', self.future_to_date]],
"company": self.company
}
)
return {
"label": self.meta.get_label("purchase_orders_to_receive"),
"label": label,
"value": value,
"count": count
}
@ -403,8 +483,19 @@ class EmailDigest(Document):
where (transaction_date <= %(to_date)s) and per_billed < 100
and status not in ('Closed','Cancelled', 'Completed') """, {"to_date": self.future_to_date})[0]
label = get_link_to_report('Purchase Order', label=self.meta.get_label("purchase_orders_to_bill"),
report_type="Report Builder",
doctype="Purchase Order",
filters = {
"status": [['!=', "Closed"], ['!=', "Cancelled"], ['!=', "Completed"]],
"per_received": [['<', 100]],
"transaction_date": [['<=', self.future_to_date]],
"company": self.company
}
)
return {
"label": self.meta.get_label("purchase_orders_to_bill"),
"label": label,
"value": value,
"count": count
}
@ -428,13 +519,47 @@ class EmailDigest(Document):
prev_balance += get_balance_on(account, date=self.past_to_date, in_account_currency=False)
if fieldname in ("bank_balance","credit_balance"):
label = ""
if fieldname == "bank_balance":
filters = {
"root_type": "Asset",
"account_type": "Bank",
"date": self.future_to_date,
"company": self.company
}
label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
else:
filters = {
"root_type": "Liability",
"account_type": "Bank",
"to_date": self.future_to_date,
"company": self.company
}
label = get_link_to_report('Account Balance', label=self.meta.get_label(fieldname), filters=filters)
return {
'label': self.meta.get_label(fieldname),
'label': label,
'value': balance,
'last_value': prev_balance }
'last_value': prev_balance
}
else:
if account_type == 'Payable':
label = get_link_to_report('Accounts Payable', label=self.meta.get_label(fieldname),
filters={
"report_date": self.future_to_date,
"company": self.company
} )
elif account_type == 'Receivable':
label = get_link_to_report('Accounts Receivable', label=self.meta.get_label(fieldname),
filters={
"report_date": self.future_to_date,
"company": self.company
})
else:
label = self.meta.get_label(fieldname)
return {
'label': self.meta.get_label(fieldname),
'label': label,
'value': balance,
'last_value': prev_balance,
'count': count
@ -468,6 +593,14 @@ class EmailDigest(Document):
return self.get_summary_of_pending("Sales Order","pending_sales_orders","per_delivered")
def get_sales_invoice(self):
return self.get_summary_of_doc("Sales Invoice","sales_invoice")
def get_purchase_invoice(self):
return self.get_summary_of_doc("Purchase Invoice","purchase_invoice")
def get_new_quotations(self):
return self.get_summary_of_doc("Quotation","new_quotations")
@ -487,10 +620,10 @@ class EmailDigest(Document):
return {
"label": self.meta.get_label(fieldname),
"value": value,
"value": value,
"billed_value": billed_value,
"delivered_value": delivered_value,
"count": count
"count": count
}
def get_summary_of_pending_quotations(self, fieldname):
@ -505,33 +638,62 @@ class EmailDigest(Document):
and company = %(company)s
and status not in ('Ordered','Cancelled', 'Lost') """,{"to_date": self.past_to_date, "company": self.company})[0][0]
label = get_link_to_report('Quotation', label=self.meta.get_label(fieldname),
report_type="Report Builder",
doctype="Quotation",
filters = {
"status": [['!=', "Ordered"], ['!=', "Cancelled"], ['!=', "Lost"]],
"per_received": [['<', 100]],
"transaction_date": [['<=', self.future_to_date]],
"company": self.company
}
)
return {
"label": self.meta.get_label(fieldname),
"value": value,
"label": label,
"value": value,
"last_value": last_value,
"count": count
"count": count
}
def get_summary_of_doc(self, doc_type, fieldname):
value = self.get_total_on(doc_type, self.future_from_date, self.future_to_date)[0]
count = self.get_total_on(doc_type, self.future_from_date, self.future_to_date)[1]
date_field = 'posting_date' if doc_type in ['Sales Invoice', 'Purchase Invoice'] \
else 'transaction_date'
last_value =self.get_total_on(doc_type, self.past_from_date, self.past_to_date)[0]
value = flt(self.get_total_on(doc_type, self.future_from_date, self.future_to_date)[0].grand_total)
count = self.get_total_on(doc_type, self.future_from_date, self.future_to_date)[0].count
last_value = flt(self.get_total_on(doc_type, self.past_from_date, self.past_to_date)[0].grand_total)
filters = {
date_field: [['>=', self.future_from_date], ['<=', self.future_to_date]],
"status": [['!=','Cancelled']],
"company": self.company
}
label = get_link_to_report(doc_type,label=self.meta.get_label(fieldname),
report_type="Report Builder", filters=filters, doctype=doc_type)
return {
"label": self.meta.get_label(fieldname),
"value": value,
"last_value": last_value,
"label": label,
"value": value,
"last_value": last_value,
"count": count
}
def get_total_on(self, doc_type, from_date, to_date):
return frappe.db.sql("""select ifnull(sum(grand_total),0), count(*) from `tab{0}`
where (transaction_date between %(from_date)s and %(to_date)s) and company=%(company)s
and status not in ('Cancelled')""".format(doc_type),
{"from_date": from_date, "to_date": to_date, "company": self.company})[0]
date_field = 'posting_date' if doc_type in ['Sales Invoice', 'Purchase Invoice'] \
else 'transaction_date'
return frappe.get_all(doc_type,
filters={
date_field: ['between', (from_date, to_date)],
'status': ['not in', ('Cancelled')],
'company': self.company
},
fields=['count(*) as count', 'sum(grand_total) as grand_total'])
def get_from_to_date(self):
today = now_datetime().date()
@ -597,13 +759,13 @@ class EmailDigest(Document):
fields_poi = "`tabPurchase Order Item`.parent, `tabPurchase Order Item`.schedule_date, item_code," \
"received_qty, qty - received_qty as missing_qty, rate, amount"
sql_po = """select {fields} from `tabPurchase Order Item`
sql_po = """select {fields} from `tabPurchase Order Item`
left join `tabPurchase Order` on `tabPurchase Order`.name = `tabPurchase Order Item`.parent
where status<>'Closed' and `tabPurchase Order Item`.docstatus=1 and curdate() > `tabPurchase Order Item`.schedule_date
and received_qty < qty order by `tabPurchase Order Item`.parent DESC,
`tabPurchase Order Item`.schedule_date DESC""".format(fields=fields_po)
sql_poi = """select {fields} from `tabPurchase Order Item`
sql_poi = """select {fields} from `tabPurchase Order Item`
left join `tabPurchase Order` on `tabPurchase Order`.name = `tabPurchase Order Item`.parent
where status<>'Closed' and `tabPurchase Order Item`.docstatus=1 and curdate() > `tabPurchase Order Item`.schedule_date
and received_qty < qty order by `tabPurchase Order Item`.idx""".format(fields=fields_poi)
@ -631,11 +793,11 @@ def get_digest_msg(name):
def get_incomes_expenses_for_period(account, from_date, to_date):
"""Get amounts for current and past periods"""
val = 0.0
balance_on_to_date = get_balance_on(account, date = to_date)
balance_before_from_date = get_balance_on(account, date = from_date - timedelta(days=1))
fy_start_date = get_fiscal_year(to_date)[1]
if from_date == fy_start_date: