feat: sales partner reports

erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.js

@@ -0,0 +1,54 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Sales Partner Commission Summary"] = {
+	"filters": [
+
+		{
+			fieldname: "sales_partner",
+			label: __("Sales Partner"),
+			fieldtype: "Link",
+			options: "Sales Partner"
+		},
+		{
+			fieldname: "doctype",
+			label: __("Document Type"),
+			fieldtype: "Select",
+			options: "Sales Order\nDelivery Note\nSales Invoice",
+			default: "Sales Order"
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date",
+			default: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
+		},
+		{
+			fieldname:"to_date",
+			label: __("To Date"),
+			fieldtype: "Date",
+			default: frappe.datetime.get_today()
+		},
+		{
+			fieldname:"company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company")
+		},
+		{
+			fieldname:"customer",
+			label: __("Customer"),
+			fieldtype: "Link",
+			options: "Customer",
+		},
+		{
+			fieldname:"territory",
+			label: __("Territory"),
+			fieldtype: "Link",
+			options: "Territory",
+		},
+
+	]
+}

erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.json

@@ -0,0 +1,28 @@
+{
+ "add_total_row": 1, 
+ "creation": "2019-03-15 15:22:15.012318", 
+ "disable_prepared_report": 0, 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "Gadgets International", 
+ "modified": "2019-03-15 15:22:15.012318", 
+ "modified_by": "Administrator", 
+ "module": "Selling", 
+ "name": "Sales Partner Commission Summary", 
+ "owner": "Administrator", 
+ "prepared_report": 0, 
+ "ref_doctype": "Sales Order", 
+ "report_name": "Sales Partner Commission Summary", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "Maintenance User"
+  }
+ ]
+}

erpnext/selling/report/sales_partner_commission_summary/sales_partner_commission_summary.py

@@ -0,0 +1,113 @@
+# 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 msgprint, _
+from frappe.utils import flt
+
+
+def execute(filters=None):
+	if not filters: filters = {}
+
+	columns = get_columns(filters)
+	data = get_entries(filters)
+
+	return columns, data
+
+def get_columns(filters):
+	if not filters.get("doctype"):
+		msgprint(_("Please select the document type first"), raise_exception=1)
+
+	columns =[
+		{
+			"label": _(filters["doctype"]),
+			"options": filters["doctype"],
+			"fieldname": "name",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Customer"),
+			"options": "Customer",
+			"fieldname": "customer",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Territory"),
+			"options": "Territory",
+			"fieldname": "territory",
+			"fieldtype": "Link",
+			"width": 100
+		},
+		{
+			"label": _("Posting Date"),
+			"fieldname": "posting_date",
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"label": _("Amount"),
+			"fieldname": "amount",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Sales Partner"),
+			"options": "Sales Partner",
+			"fieldname": "sales_partner",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Commission Rate %"),
+			"fieldname": "commission_rate",
+			"fieldtype": "Data",
+			"width": 100
+		},
+		{
+			"label": _("Total Commission"),
+			"fieldname": "total_commission",
+			"fieldtype": "Currency",
+			"width": 120
+		}
+	]
+
+	return columns
+
+def get_entries(filters):
+	date_field = ("transaction_date" if filters.get('doctype') == "Sales Order"
+		else "posting_date")
+
+	conditions = get_conditions(filters, date_field)
+	entries = frappe.db.sql("""
+		SELECT
+			name, customer, territory, {0} as posting_date, base_net_total as amount,
+			sales_partner, commission_rate, total_commission
+		FROM
+			`tab{1}`
+		WHERE
+			{2} and docstatus = 1 and sales_partner is not null
+			and sales_partner != '' order by name desc, sales_partner
+		""".format(date_field, filters.get('doctype'), conditions), filters, as_dict=1)
+
+	return entries
+
+def get_conditions(filters, date_field):
+	conditions = "1=1"
+
+	for field in ["company", "customer", "territory"]:
+		if filters.get(field):
+			conditions += " and {0} = %({1})s".format(field, field)
+
+	if filters.get("sales_partner"):
+		conditions += " and sales_partner = %(sales_partner)s"
+
+	if filters.get("from_date"):
+		conditions += " and {0} >= %(from_date)s".format(date_field)
+
+	if filters.get("to_date"):
+		conditions += " and {0} <= %(to_date)s".format(date_field)
+
+	return conditions

erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.js

@@ -0,0 +1,71 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Sales Partner-wise Transaction Summary"] = {
+	"filters": [
+		{
+			fieldname: "sales_partner",
+			label: __("Sales Partner"),
+			fieldtype: "Link",
+			options: "Sales Partner"
+		},
+		{
+			fieldname: "doctype",
+			label: __("Document Type"),
+			fieldtype: "Select",
+			options: "Sales Order\nDelivery Note\nSales Invoice",
+			default: "Sales Order"
+		},
+		{
+			fieldname: "from_date",
+			label: __("From Date"),
+			fieldtype: "Date",
+			default: frappe.datetime.add_months(frappe.datetime.get_today(), -1),
+		},
+		{
+			fieldname:"to_date",
+			label: __("To Date"),
+			fieldtype: "Date",
+			default: frappe.datetime.get_today()
+		},
+		{
+			fieldname:"company",
+			label: __("Company"),
+			fieldtype: "Link",
+			options: "Company",
+			default: frappe.defaults.get_user_default("Company"),
+			reqd: 1
+		},
+		{
+			fieldname:"item_group",
+			label: __("Item Group"),
+			fieldtype: "Link",
+			options: "Item Group",
+		},
+		{
+			fieldname:"brand",
+			label: __("Brand"),
+			fieldtype: "Link",
+			options: "Brand",
+		},
+		{
+			fieldname:"customer",
+			label: __("Customer"),
+			fieldtype: "Link",
+			options: "Customer",
+		},
+		{
+			fieldname:"territory",
+			label: __("Territory"),
+			fieldtype: "Link",
+			options: "Territory",
+		},
+		{
+			fieldname:"show_return_entries",
+			label: __("Show Return Entries"),
+			fieldtype: "Check",
+			default: 0,
+		},
+	]
+}

erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.json

@@ -0,0 +1,37 @@
+{
+ "add_total_row": 1, 
+ "creation": "2019-03-15 16:21:16.088831", 
+ "disable_prepared_report": 0, 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "Gadgets International", 
+ "modified": "2019-03-15 16:21:16.088831", 
+ "modified_by": "Administrator", 
+ "module": "Selling", 
+ "name": "Sales Partner-wise Transaction Summary", 
+ "owner": "Administrator", 
+ "prepared_report": 0, 
+ "ref_doctype": "Sales Order", 
+ "report_name": "Sales Partner-wise Transaction Summary", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "Sales User"
+  }, 
+  {
+   "role": "Sales Manager"
+  }, 
+  {
+   "role": "Maintenance User"
+  }, 
+  {
+   "role": "Accounts User"
+  }, 
+  {
+   "role": "Stock User"
+  }
+ ]
+}

erpnext/selling/report/sales_partner_wise_transaction_summary/sales_partner_wise_transaction_summary.py

@@ -0,0 +1,168 @@
+# 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 msgprint, _
+from frappe.utils import flt
+
+
+def execute(filters=None):
+	if not filters: filters = {}
+
+	columns = get_columns(filters)
+	data = get_entries(filters)
+
+	return columns, data
+
+def get_columns(filters):
+	if not filters.get("doctype"):
+		msgprint(_("Please select the document type first"), raise_exception=1)
+
+	columns =[
+		{
+			"label": _(filters["doctype"]),
+			"options": filters["doctype"],
+			"fieldname": "name",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Customer"),
+			"options": "Customer",
+			"fieldname": "customer",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Territory"),
+			"options": "Territory",
+			"fieldname": "territory",
+			"fieldtype": "Link",
+			"width": 100
+		},
+		{
+			"label": _("Posting Date"),
+			"fieldname": "posting_date",
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"label": _("Item Code"),
+			"fieldname": "item_code",
+			"fieldtype": "Link",
+			"options": "Item",
+			"width": 100
+		},
+		{
+			"label": _("Item Group"),
+			"fieldname": "item_group",
+			"fieldtype": "Link",
+			"options": "Item Group",
+			"width": 100
+		},
+		{
+			"label": _("Brand"),
+			"fieldname": "brand",
+			"fieldtype": "Link",
+			"options": "Brand",
+			"width": 100
+		},
+		{
+			"label": _("Quantity"),
+			"fieldname": "qty",
+			"fieldtype": "Float",
+			"width": 120
+		},
+		{
+			"label": _("Rate"),
+			"fieldname": "rate",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Amount"),
+			"fieldname": "amount",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Sales Partner"),
+			"options": "Sales Partner",
+			"fieldname": "sales_partner",
+			"fieldtype": "Link",
+			"width": 140
+		},
+		{
+			"label": _("Commission Rate %"),
+			"fieldname": "commission_rate",
+			"fieldtype": "Data",
+			"width": 100
+		},
+		{
+			"label": _("Commission"),
+			"fieldname": "commission",
+			"fieldtype": "Currency",
+			"width": 120
+		},
+		{
+			"label": _("Currency"),
+			"fieldname": "currency",
+			"fieldtype": "Link",
+			"options": "Currency",
+			"width": 120
+		}
+	]
+
+	return columns
+
+def get_entries(filters):
+	date_field = ("transaction_date" if filters.get('doctype') == "Sales Order"
+		else "posting_date")
+
+	conditions = get_conditions(filters, date_field)
+	entries = frappe.db.sql("""
+		SELECT
+			dt.name, dt.customer, dt.territory, dt.{date_field} as posting_date, dt.currency,
+			dt_item.base_net_rate as rate, dt_item.qty, dt_item.base_net_amount as amount,
+			((dt_item.base_net_amount * dt.commission_rate) / 100) as commission,
+			dt_item.brand, dt.sales_partner, dt.commission_rate, dt_item.item_group, dt_item.item_code
+		FROM
+			`tab{doctype}` dt, `tab{doctype} Item` dt_item
+		WHERE
+			{cond} and dt.name = dt_item.parent and dt.docstatus = 1
+			and dt.sales_partner is not null and dt.sales_partner != ''
+			order by dt.name desc, dt.sales_partner
+		""".format(date_field=date_field, doctype=filters.get('doctype'),
+			cond=conditions), filters, as_dict=1)
+
+	return entries
+
+def get_conditions(filters, date_field):
+	conditions = "1=1"
+
+	for field in ["company", "customer", "territory", "sales_partner"]:
+		if filters.get(field):
+			conditions += " and dt.{0} = %({1})s".format(field, field)
+
+	if filters.get("from_date"):
+		conditions += " and dt.{0} >= %(from_date)s".format(date_field)
+
+	if filters.get("to_date"):
+		conditions += " and dt.{0} <= %(to_date)s".format(date_field)
+
+	if not filters.get('show_return_entries'):
+		conditions += " and dt_item.qty > 0.0"
+
+	if filters.get('brand'):
+		conditions += " and dt_item.brand = %(brand)s"
+
+	if filters.get('item_group'):
+		lft, rgt = frappe.get_cached_value('Item Group',
+			filters.get('item_group'), ['lft', 'rgt'])
+
+		conditions += """ and dt_item.item_group in (select name from
+			`tabItem Group` where lft >= %s and rgt <= %s)""" % (lft, rgt)
+
+
+	return conditions