Quotation Trend
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@ -170,6 +170,11 @@ wn.module_page["Selling"] = [
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route: "query-report/Customers Not Buying Since Long Time",
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doctype: "Sales Order"
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},
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{
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"label":wn._("Quotation Trend"),
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route: "query-report/Quotation Trends",
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doctype: "Sales Order"
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},
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]
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}
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0
selling/report/quotation_trends/__init__.py
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selling/report/quotation_trends/__init__.py
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40
selling/report/quotation_trends/quotation_trends.js
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selling/report/quotation_trends/quotation_trends.js
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wn.query_reports["Quotation Trends"] = {
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"filters": [
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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": "Monthly"+NEWLINE+"Quarterly"+NEWLINE+"Half-yearly"+NEWLINE+"Yearly",
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"default": "Monthly"
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},
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{
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"fieldname":"based_on",
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"label": "Based On",
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"fieldtype": "Select",
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"options": "Item"+NEWLINE+"Item Group"+NEWLINE+"Customer"+NEWLINE+"Customer Group"+NEWLINE+"Territory"+NEWLINE+"Project",
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"default": "Item"
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},
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{
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"fieldname":"group_by",
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"label": "Group By",
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"fieldtype": "Select",
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"options": "Item"+NEWLINE+"Customer",
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"default": "Customer"
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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": "Fiscal Year"
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},
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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": "Company"
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},
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]
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}
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selling/report/quotation_trends/quotation_trends.py
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selling/report/quotation_trends/quotation_trends.py
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import getdate, cint
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def execute(filters=None):
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if not filters: filters ={}
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period = filters.get("period")
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based_on = filters.get("based_on")
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group_by = filters.get("group_by")
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columns = get_columns(filters, period, based_on, group_by)
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data = []
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return columns, data
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def get_columns(filters, period, based_on, group_by):
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columns = []
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pwc = []
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bon = []
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gby = []
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if not (period and based_on):
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webnotes.msgprint("Value missing in 'Period' or 'Based On'",raise_exception=1)
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elif based_on == group_by:
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webnotes.msgprint("Plese select different values in 'Based On' and 'Group By'")
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else:
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pwc = period_wise_column(filters, period, pwc)
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bon = base_wise_column(based_on, bon)
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gby = gruoup_wise_column(group_by)
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if gby:
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columns = bon + gby + pwc
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else:
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columns = bon + pwc
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return columns
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def period_wise_column(filters, period, pwc):
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if period == "Monthly":
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month_name = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']
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for month in range(0,len(month_name)):
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pwc.append(month_name[month]+' (Qty):Float:120')
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pwc.append(month_name[month]+' (Amt):Currency:120')
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elif period == "Quarterly":
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pwc = ["Q1(qty):Float:120", "Q1(amt):Currency:120", "Q2(qty):Float:120", "Q2(amt):Currency:120",
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"Q3(qty):Float:120", "Q3(amt):Currency:120", "Q4(qty):Float:120", "Q4(amt):Currency:120"
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]
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elif period == "Half-yearly":
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pwc = ["Fisrt Half(qty):Float:120", "Fisrt Half(amt):Currency:120", "Second Half(qty):Float:120",
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"Second Half(amt):Currency:120"
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]
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else:
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pwc = [filters.get("fiscal_year")+"(qty):Float:120", filters.get("fiscal_year")+"(amt):Currency:120"]
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return pwc
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def base_wise_column(based_on, bon):
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if based_on == "Item":
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bon = ["Item:Link/Item:120", "Item Name:Data:120"]
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elif based_on == "Item Group":
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bon = ["Item Group:Link/Item Group:120"]
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elif based_on == "Customer":
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bon = ["Customer:Link/Customer:120", "Territory:Link/Territory:120"]
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elif based_on == "Customer Group":
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bon = ["Customer Group:Link/Customer Group"]
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elif based_on == "Territory":
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bon = ["Territory:Link/Territory:120"]
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else:
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bon = ["Project:Link/Project:120"]
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return bon
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def gruoup_wise_column(group_by):
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if group_by:
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return [group_by+":Link/"+group_by+":120"]
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else:
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return []
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22
selling/report/quotation_trends/quotation_trends.txt
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selling/report/quotation_trends/quotation_trends.txt
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[
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{
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"creation": "2013-06-07 16:01:16",
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"docstatus": 0,
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"modified": "2013-06-07 16:01:16",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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{
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"add_total_row": 1,
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"doctype": "Report",
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"is_standard": "Yes",
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"name": "__common__",
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"ref_doctype": "Quotation",
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"report_name": "Quotation Trends",
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"report_type": "Script Report"
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},
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{
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"doctype": "Report",
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"name": "Quotation Trends"
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}
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]
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