Merge branch '1310' of github.com:webnotes/erpnext into 1310
This commit is contained in:
commit
7373a83043
@ -17,7 +17,6 @@ def execute(filters=None):
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cam_map = get_costcenter_account_month_map(filters)
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data = []
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for cost_center, cost_center_items in cam_map.items():
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for account, monthwise_data in cost_center_items.items():
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row = [cost_center, account]
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@ -120,8 +119,7 @@ def get_costcenter_account_month_map(filters):
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tav_dict.target = flt(ccd.budget_allocated) * month_percentage /100
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for ad in actual_details.get(ccd.name, {}).get(ccd.account, []):
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if ad.month_name == month and ad.account == ccd.account \
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and ad.cost_center == ccd.name:
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if ad.month_name == month:
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tav_dict.actual += ad.debit - ad.credit
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return cam_map
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@ -3,10 +3,6 @@
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wn.require('app/setup/doctype/contact_control/contact_control.js');
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cur_frm.cscript.onload = function(doc,dt,dn){
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}
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cur_frm.cscript.refresh = function(doc,dt,dn) {
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cur_frm.cscript.make_dashboard(doc);
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if(sys_defaults.supp_master_name == 'Supplier Name')
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@ -35,7 +31,8 @@ cur_frm.cscript.make_dashboard = function(doc) {
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cur_frm.dashboard.reset();
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if(doc.__islocal)
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return;
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cur_frm.dashboard.set_headline('<span class="text-muted">Loading...</span>')
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if (in_list(user_roles, "Accounts User") || in_list(user_roles, "Accounts Manager"))
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cur_frm.dashboard.set_headline('<span class="text-muted">Loading...</span>')
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cur_frm.dashboard.add_doctype_badge("Supplier Quotation", "supplier");
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cur_frm.dashboard.add_doctype_badge("Purchase Order", "supplier");
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@ -49,12 +46,14 @@ cur_frm.cscript.make_dashboard = function(doc) {
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supplier: cur_frm.doc.name
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},
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callback: function(r) {
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cur_frm.dashboard.set_headline(
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wn._("Total Billing This Year: ") + "<b>"
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+ format_currency(r.message.total_billing, cur_frm.doc.default_currency)
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+ '</b> / <span class="text-muted">' + wn._("Unpaid") + ": <b>"
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+ format_currency(r.message.total_unpaid, cur_frm.doc.default_currency)
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+ '</b></span>');
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if (in_list(user_roles, "Accounts User") || in_list(user_roles, "Accounts Manager")) {
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cur_frm.dashboard.set_headline(
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wn._("Total Billing This Year: ") + "<b>"
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+ format_currency(r.message.total_billing, cur_frm.doc.default_currency)
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+ '</b> / <span class="text-muted">' + wn._("Unpaid") + ": <b>"
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+ format_currency(r.message.total_unpaid, cur_frm.doc.default_currency)
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+ '</b></span>');
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}
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cur_frm.dashboard.set_badge_count(r.message);
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}
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})
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@ -45,7 +45,8 @@ cur_frm.cscript.setup_dashboard = function(doc) {
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cur_frm.dashboard.reset(doc);
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if(doc.__islocal)
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return;
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cur_frm.dashboard.set_headline('<span class="text-muted">'+ wn._('Loading...')+ '</span>')
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if (in_list(user_roles, "Accounts User") || in_list(user_roles, "Accounts Manager"))
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cur_frm.dashboard.set_headline('<span class="text-muted">'+ wn._('Loading...')+ '</span>')
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cur_frm.dashboard.add_doctype_badge("Opportunity", "customer");
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cur_frm.dashboard.add_doctype_badge("Quotation", "customer");
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@ -60,12 +61,14 @@ cur_frm.cscript.setup_dashboard = function(doc) {
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customer: cur_frm.doc.name
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},
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callback: function(r) {
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cur_frm.dashboard.set_headline(
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wn._("Total Billing This Year: ") + "<b>"
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+ format_currency(r.message.total_billing, cur_frm.doc.default_currency)
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+ '</b> / <span class="text-muted">' + wn._("Unpaid") + ": <b>"
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+ format_currency(r.message.total_unpaid, cur_frm.doc.default_currency)
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+ '</b></span>');
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if (in_list(user_roles, "Accounts User") || in_list(user_roles, "Accounts Manager")) {
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cur_frm.dashboard.set_headline(
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wn._("Total Billing This Year: ") + "<b>"
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+ format_currency(r.message.total_billing, cur_frm.doc.default_currency)
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+ '</b> / <span class="text-muted">' + wn._("Unpaid") + ": <b>"
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+ format_currency(r.message.total_unpaid, cur_frm.doc.default_currency)
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+ '</b></span>');
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}
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cur_frm.dashboard.set_badge_count(r.message);
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}
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})
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@ -58,7 +58,8 @@ def get_columns(filters):
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columns.append(label+":Float:120")
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return columns + ["Total Target::120", "Total Achieved::120", "Total Variance::120"]
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return columns + ["Total Target:Float:120", "Total Achieved:Float:120",
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"Total Variance:Float:120"]
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#Get sales person & item group details
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def get_salesperson_details(filters):
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@ -83,7 +84,7 @@ def get_target_distribution_details(filters):
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def get_achieved_details(filters):
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start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
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return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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item_details = webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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st.sales_person, MONTHNAME(so.transaction_date) as month_name
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from `tabSales Order Item` soi, `tabSales Order` so, `tabSales Team` st
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where soi.parent=so.name and so.docstatus=1 and
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@ -91,6 +92,13 @@ def get_achieved_details(filters):
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so.transaction_date<=%s""" % ('%s', '%s'),
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(start_date, end_date), as_dict=1)
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item_actual_details = {}
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for d in item_details:
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item_actual_details.setdefault(d.sales_person, {}).setdefault(\
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get_item_group(d.item_code), []).append(d)
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return item_actual_details
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def get_salesperson_item_month_map(filters):
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import datetime
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salesperson_details = get_salesperson_details(filters)
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@ -110,17 +118,15 @@ def get_salesperson_item_month_map(filters):
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month_percentage = sd.distribution_id and \
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tdd.get(sd.distribution_id, {}).get(month, 0) or 100.0/12
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for ad in achieved_details:
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for ad in achieved_details.get(sd.name, {}).get(sd.item_group, []):
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if (filters["target_on"] == "Quantity"):
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tav_dict.target = flt(flt(sd.target_qty) * month_percentage/100, 2)
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if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
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and ad.sales_person == sd.name:
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tav_dict.target = flt(sd.target_qty) * month_percentage / 100
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if ad.month_name == month:
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tav_dict.achieved += ad.qty
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if (filters["target_on"] == "Amount"):
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tav_dict.target = flt(flt(sd.target_amount) * month_percentage/100, 2)
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if ad.month_name == month and get_item_group(ad.item_code) == sd.item_group \
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and ad.sales_person == sd.name:
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tav_dict.target = flt(sd.target_amount) * month_percentage / 100
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if ad.month_name == month:
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tav_dict.achieved += ad.amount
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return sim_map
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@ -15,11 +15,8 @@ def execute(filters=None):
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columns = get_columns(filters)
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period_month_ranges = get_period_month_ranges(filters["period"], filters["fiscal_year"])
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tim_map = get_territory_item_month_map(filters)
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precision = webnotes.conn.get_value("Global Defaults", None, "float_precision") or 2
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data = []
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for territory, territory_items in tim_map.items():
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for item_group, monthwise_data in territory_items.items():
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row = [territory, item_group]
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@ -29,7 +26,7 @@ def execute(filters=None):
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for month in relevant_months:
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month_data = monthwise_data.get(month, {})
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for i, fieldname in enumerate(["target", "achieved", "variance"]):
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value = flt(month_data.get(fieldname), precision)
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value = flt(month_data.get(fieldname))
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period_data[i] += value
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totals[i] += value
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period_data[2] = period_data[0] - period_data[1]
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@ -58,7 +55,8 @@ def get_columns(filters):
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label = label % from_date.strftime("%b")
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columns.append(label+":Float:120")
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return columns + ["Total Target::120", "Total Achieved::120", "Total Variance::120"]
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return columns + ["Total Target:Float:120", "Total Achieved:Float:120",
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"Total Variance:Float:120"]
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#Get territory & item group details
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def get_territory_details(filters):
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@ -83,14 +81,22 @@ def get_target_distribution_details(filters):
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def get_achieved_details(filters):
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start_date, end_date = get_fiscal_year(fiscal_year = filters["fiscal_year"])[1:]
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return webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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item_details = webnotes.conn.sql("""select soi.item_code, soi.qty, soi.amount, so.transaction_date,
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so.territory, MONTHNAME(so.transaction_date) as month_name
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from `tabSales Order Item` soi, `tabSales Order` so
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where soi.parent=so.name and so.docstatus=1 and so.transaction_date>=%s and
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so.transaction_date<=%s""" % ('%s', '%s'),
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(start_date, end_date), as_dict=1)
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item_actual_details = {}
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for d in item_details:
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item_actual_details.setdefault(d.territory, {}).setdefault(\
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get_item_group(d.item_code), []).append(d)
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return item_actual_details
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def get_territory_item_month_map(filters):
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import datetime
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territory_details = get_territory_details(filters)
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tdd = get_target_distribution_details(filters)
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achieved_details = get_achieved_details(filters)
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@ -110,17 +116,15 @@ def get_territory_item_month_map(filters):
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month_percentage = td.distribution_id and \
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tdd.get(td.distribution_id, {}).get(month, 0) or 100.0/12
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for ad in achieved_details:
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for ad in achieved_details.get(td.name, {}).get(td.item_group, []):
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if (filters["target_on"] == "Quantity"):
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tav_dict.target = flt(flt(td.target_qty) * month_percentage /100)
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if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
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and ad.territory == td.name:
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tav_dict.target = flt(td.target_qty) * month_percentage / 100
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if ad.month_name == month:
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tav_dict.achieved += ad.qty
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if (filters["target_on"] == "Amount"):
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tav_dict.target = flt(flt(td.target_amount) * month_percentage / 100)
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if ad.month_name == month and get_item_group(ad.item_code) == td.item_group \
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and ad.territory == td.name:
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tav_dict.target = flt(td.target_amount) * month_percentage / 100
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if ad.month_name == month:
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tav_dict.achieved += ad.amount
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return tim_map
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